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Setup

Aktualisiert am 3. November 2026 · 2 Min. Lesezeit

Dieser Artikel ist vorerst nur auf Englisch verfügbar.

A checklist of what is still missing before each salesman can work from the phone app: the company switch, users, paired phones, warehouses, areas, map pins and today’s route.

The field sales Setup page checks everything a salesman needs before they can sell from the phone, and shows what is still missing. Each line that needs work has a Fix link to the screen that fixes it.

The field sales Setup checklist for the company and for each salesman
The field sales Setup checklist for the company and for each salesman

Before you begin

  • Your role needs the View Field Sales Route Plans permission, see Users & Roles.
  • The page only reads. It changes nothing.

Where to find it

Open Sales → Field Sales → Setup.

Read the checklist

Each line shows Done, Check or Missing. A salesman with no Missing line is Ready. The pill at the top counts how many salesmen are ready. Click Check again after you fix something.

Company

Check What it needs
Field sales switched on Field sales on for your company. If it is missing, ask your service provider to switch it on.
People allowed on the mobile app At least one user with Allow mobile app login ticked, see Users & Roles.
Phones paired At least one phone paired in POS Devices: make a pairing code there and enter it in the app.
Customers with a location How many customers have a map pin. Salesmen can pin a shop from the app with Set location here.

Each salesman

Check What it needs
Signed in on a phone The salesman has signed in on a paired phone with their email and password.
A warehouse to sell from A warehouse they may sell from, set on their user.
Areas for daily plans Areas in Area Assignments. Without them tonight's plan is empty.
Customers assigned Shown when customer assignment is on. With none assigned they see every customer.
Their customers on the map How many customers in their areas are pinned. Unpinned stops get no distance or ordering.
Route for today A published plan in Daily Plans. They can still sell without one.
Cash register Shown when the user has a cash register: they open a shift on the phone before taking cash.

Get a salesman ready

  1. Tick Allow mobile app login on the salesman's user and give them a warehouse.
  2. Pair a phone and sign the salesman in on it.
  3. Give them areas and days in Area Assignments.
  4. Make and publish tomorrow's route in Daily Plans.
  5. Come back and click Check again.

Common questions

A salesman is not on the page. Only active users with Allow mobile app login are listed. Tick it on their user.

Phones paired shows full. Your plan allows a set number of phones. Revoke an old phone in POS Devices, or ask your service provider for more.

Route for today says Check, but the salesman has a plan. The plan is still a draft. Click Publish to phone on it in Daily Plans.