Starting the day: PIN, stock and numbers
You will be able to: Create the device PIN and start a day; Describe what is downloaded in the pack; Explain printed number blocks and how to get more.
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- Self-check: not taken not done yet
- Lesson complete not done yet
Open Sales ▸ Field Sales while you are online. The first time, you choose a PIN or short phrase of at least 6 characters. Everything stored on the device is locked with it, so a lost phone does not give away your customers or prices. After five wrong tries the screen slows you down. The PIN is only a local lock, not your Zeyto password.
Starting the day
- Type your Field sales warehouse code, for example VAN-01.
- Type the cash you start with (the opening cash).
- Press Start day and download prices.
- Wait for the message that the day has started. You can now go offline.
If the same device opens the same warehouse again (a retry after a lost answer, or a reinstalled app), it gets its own open session back and never a second one. The warehouse must exist, be active and be of the type Field sales.
What the pack contains
- Your customers and their balances at the moment of download.
- Prices from each customer's price list, and tax codes.
- The stock of your Field sales warehouse.
- A block of invoice numbers reserved for your device.
Send now refreshes prices and stock again whenever you are online. The pack is a snapshot: a price changed in the office after you started is not on your device until you refresh.
Printed numbers
A customer holding a paper invoice must see a number that is final. So the office reserves blocks of numbers for your device, separately for invoices, receipts and credit notes. By default a block holds 50 numbers and the limit is 500. Each document you complete takes the next reserved number and keeps it, even if it is refused later. When you run low the screen warns you; press Get more numbers while online to receive a fresh block.
| Document | Type | Numbered from |
|---|---|---|
| Sales invoice | SI | The invoice block |
| Receipt (collection) | RV | The receipt block |
| Credit note (return) | SR | The credit-note block |
Every day opens one session. You see it in the back office as a row with the salesperson, the stock, the opening cash, the number of documents sent and when the device last connected.
Try it in the demo
- Open Sales ▸ Field Sales in the demo. If prompted, choose a PIN of at least 6 characters (use a demo-only one).
- Enter a Field sales warehouse code from the demo if one exists and the opening cash, then press Start day.
- Look for the message that the day has started and for the indicator showing numbers left.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- The device PIN is a local lock of at least 6 characters; a forgotten PIN loses unsent documents.
- Start day downloads customers, prices, tax codes, stock and a number block.
- A block holds 50 numbers by default and you can ask for more while online.
- Each document keeps its reserved number for good.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. What is the minimum length of the device PIN or phrase?
2. If you forget the device PIN, unsent documents on the device can be recovered by the office.
3. By default how many numbers are in a reserved block?
4. Rashid started with 50 numbers of each type and has issued 28 invoices, 9 receipts and 3 credit notes. How many receipt numbers are left?
5. Which items are in the pack downloaded at the start of the day?
Select all that apply.