Before You Begin
This page tells you what must be true, and what to gather, before you start setting up Field Pro for your organization.
Setting up goes smoothly when the groundwork is done first. Spend a little time here and the rest of the checklist moves fast.
Finish your base business setup first
Field Pro sits on top of your organization's core business records. It reads your company, country, and currency from there — it never hardcodes them. That keeps the app correct for every organization, whoever and wherever you are.
Make sure these are already in place before you configure Field Pro:
- Your company is created, with its name and details.
- Your country is set. This drives small things like the default phone dialling code when you add a team member or an outlet.
- Your currency is set as the default currency. Every price, order total, and payment in Field Pro is shown in this currency.
Warning: If your currency or country is wrong here, it will be wrong everywhere in Field Pro. Confirm these are correct before you go further — fixing them later means re-checking your catalog prices and contact numbers.
Note: You don't type your currency into Field Pro anywhere. The app picks it up automatically. If you ever see the wrong currency, the fix is in your base business setup, not in Field Pro's screens.
📷 [SHOT: getting-started-1] — web — Base business setup showing company, country, and default currency — caption: "Field Pro reads your company, country, and currency from your base setup."
What to gather
Have these ready before you sit down to configure. You'll move through the setup checklist much faster with them in hand.
Your brand - Your logos: a full login logo, a small mark for the top navigation bar, and a favicon (the tiny icon in the browser tab). - Your brand colors: a primary color and an accent color. - Your product name and a short login tagline, if you want your own instead of the defaults. - A support email address for your team.
Your structure - A list of your territories — the geographic sales areas you cover. These can be nested (a region containing zones, for example). - Your trade channels — which retail categories you sell into. The common ones are General Trade (everyday corner shops) and Modern Trade (supermarket chains), and some organizations also have Institutional or Horeca. Decide which apply to you. - Your customer groups — the types of outlets that sit under each channel.
Your data - Your outlet list — the shops you sell to. You can add a few by hand or bulk import many at once, so a spreadsheet of them helps. - Your product list — the items you sell, with the companies and categories they belong to, and their standard prices if you use a price list. - Your team list — your field reps and their managers, each with a unique mobile number (this becomes their login) and the territory and channels they cover.
Your decisions - Which trade channels each part of your team serves. - A pricing decision is coming: do your reps sell at fixed catalog prices, or do they negotiate a price at each outlet? You don't have to decide this minute, but it's worth thinking about now.
Tip: A simple spreadsheet per list — territories, outlets, products, team — makes the rest of setup quick. You can paste from it or use it as your import source.
Best practice: Decide your trade channels and territory names before you add outlets or team members. Everything else hangs off them, so getting them right first saves rework.
What comes next
Once your base setup is confirmed and you've gathered the lists above, follow the Setup checklist. It walks you through the whole go-live in order, with a link to the detailed page for each step.