Configuration Guides
 
Library All Configuration Guides

Common

Customer Create/Edit Receipt Customisation Emailing Receipts Statement Customisation

Purchasing/Stock

Purchase Order Customisation Send Purchase Orders Cabinet Identification Shelf Labels

Sales Processing

Capturing Return Reasons Capturing Courier Tags Payment Types

Infrequent

Using Memberships Creating Agency Stores

Advanced

Using QR Codes Custom User Interfaces Automatic Loading

Setup

Managing Lanes Installing Lanes Network Security Enabling HTTPS Automatic Updates System Backups Securing your Systems
Barcode Scanners Customer Displays Public Product List Product Requesting Scales
Email Accounts eCommerce Websites In Store Website
Pre Install Planning Creating a Franchise

Multi Retailer

Auto Setup

Addin Options

Multiple Departments Xero Accounting Stock Sync

Configuring Remote Stores via a Membership

If you have created a Membership that other retailers join (which also includes Agency Profiles), then you can distribute settings to those stores to enable functionality. This page is for retailers that are controlling other retail stores, such as a franchise/franchisee or multi store relationship. It does not apply to single stores or chain stores.

PreReqs

  1. You must be the owner of the Membership
  2. The Membership definition must have included the "full control" option
  3. The membership is not a supplier or customer type relationship
  4. One of more other retailers have joined your membership

Sending a Setting

Fieldpine is configured using "settings" internally, which are basically a big list of names/values that describe how things should be processed. Under the reports "Settings" are a number of pages that have user friendly controls to change things. These eventually get stored as a setting with a value.

You can push setting values into remote retailers as well. From "Settings", select "All Settings".

Use the "Scope" selector and choose the membership name. The red Caution will appear indicating that you can make changes.

Use the edit or Add-New options to add new settings.

KeyName
This is the name of the setting you wish to set. Names are case sensitive.
Layer
Controls when the setting is loaded, lower numbers are loaded first, meaning that higher numbers can override them. You should use Layer=1. Forcing settings to always be set is not a great idea - there are always exceptions that need to override values locally.
Time To Live
How many memberships does this value ripple down? For your are Retailer A, and Retailer B is a member of A, they get all settings. If retailer C is a member of Retailer B, they will receive any settings that have a TTL of 2 or larger.

Most commonly, this is used when a national franchise (retailer A) sends values to their immediate franchisees (retailer B) and also to any agency stores (retailer C) the franchisees might have registered.

Available Settings

There are a large number of settings, more than can be reasonably documented. Below however are some interesting ones that may not be documented elsewhere.

Block Product Create or Edit

Products.Can.Create Products.Can.Edit

These two settings can be set to the value "0" (zero) to disable product creating or editting. The default value is "1" (one) which permits these operations.

Changing this may be useful in franchise configurations where remote stores should not be creating new products

Install Payment Types

PosConfigSetupData.PaymentType.NNNNNN

Add a payment type as being available in all stores. The NNNNNN is taken from the "GlobalCode" for the payment type. These codes can be seen under "settings" "maintain payment types"

The value of this setting is as follows

  • If blank/empty. The payment type is added using internal defaults. This is the recommended option
  • If "no", the instruction to add this payment type is ignored. It does not remove the payment type if it already exists.
  • If a string value, the values are added as additional arguments to the primitive ":config paymenttype add globalcode NNNNNN [string-value]"