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

Planning a Fieldpine Installation

When you are ready to install Fieldpine in your retail stores this guide outlines various things to consider before beginning. While this is grouped into sections by retailer size, you might like skim read all sections as informtion in other sections may apply to your situation.

All Retailers

Fieldpine is a configurable and distributed system. This means you can adjust many parameters to control things like appearance and offline abilities.

Decision Where will your main data be stored? At the end of everything else there is a single database (see corporate below for advanced options) that manages and holds all your data. This can be a cloud server, or inhouse. If running inhouse, you need to consider backups of your data.

Decision. Are you going to permit internet access directly to your server rather than, or as well as, using Fieldpine.com ? If so, you will need to arrange some firewall ports to be opened on your router and configure security within Fieldpine. We cannot help with your router change, but "rent an IT tech" companies will generally be able to make this change in a short period of time.

Decision. Fieldpine has a wide range of functionality; the more successful installations are often those that concentrate on one area at a time rather than trying to complete everything at once. This is also related to the main thing you want to achieve from your retail system:

  • Product Control
  • Inventory Level Management
  • Purchasing and supplier interaction
  • Customers and sales tracking
  • Charge Accounts
  • Prepay, loyalty
  • In depth sales, customer, etc Analysis
  • External website and application integration
  • Staff and transaction auditing
  • Custom applications via API calls
Try and put the above list in order of importance.

Single Store Retailers

Multi Store Retailers

Decision. Is your main database going to be inside a primary store, a seperate "head office", or hosted on fieldpine.com ?

Corporates, Franchises and Specialised IT needs