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

Adding External Websites

Many retailers wish to add external websites to their Fieldpine system. This permits

  • You can maintain products and pricing in Fieldpine and interface to the eCommerce site
  • You can pull sales back into Fieldpine for fulfillment and sales reporting

We recommend that you create a "store" (location) for each different website you use. Set the type of the store to "internet store" in the physical attributes area. This enables reporting of the source website.

As you create stores marked "internet store", then when you edit products additional fields will appear to store data specific to that website, if any.

Setup Steps Recap

  1. Create a store/location with the name of the website. Set this store type to "internet store"
  2. When editting products, if you have website specific data, put that into each stores fields.

Multiple Websites or Brands

If you have multiple websites that you integrate too you can have varying information for each website on the same product. For example you may have a branded website and a no-frills website as well. The descriptions and pricing might vary for each website.

You can have up to 30 different websites, although some screens only show up to 7 via web management pages.

When you create store/location for each website, space is allocated for holding website specific information

Reporting

Using websites creates a slight complication for analytical reporting. If the sale is "created" on the website, but completed in a physical store, which store should report that sale as revenue?

  • If the sale is only being stored in Fieldpine, then it reports revenue as the Website
  • If the sale is fulfilled/completed in a store, then revenue is reported against the completing store
  • All sales (where known/possible) are marked internally with "start location" of the website
  • All sales are marked with "Salestype" of "WebSale", as some reports use this distinction rather than start/end locations.
WebsitePhysical StoreRevenue ReportsStart LocationEnd LocationSales Type
Customer buys a eGift Card, which is fulfilled automatically by the website Not involved Website Website Website WebSale
Customer buys a physical item Picks and dispatches from store stock Store Website Store WebSale
Not involved Customer buys a physical item in store Store Store Store Store
Following options are rare and involve non standard functionality. But they can be helpful to understand the logic
Customer visits a store and starts the sales process
At home, customer uses sale info to accept and pay the sale
Website Store Website Store
Customer starts sale on the website.
Visits a physical store for assistance
Completes sale on website
Website Website Website WebSale