Set up your company

Settings → Data and Settings → User

Do this before you create plans or sales documents. Records that other screens need (branch, division, customer, product, employee) must exist first.

Company settings

Menu: Settings → Data → Company settings

This is a single form, not a list. Save:

Field	Used for
Cycle start date	When weekly visit cycles start counting
Check-in radius (meters)	How close field staff should be when checking in
GPS interval (seconds)	How often the mobile app records a footprint while on duty
Checkout warning radius (meters)	When mobile warns that the user left a customer visit

Menu: Settings → Data

Each of these is a list with Create, Detail, Edit, and Duplicate. Status is Draft, Active, or Archived.

Record	Typical fields
Divisions	Name, code
Branches	Code, name, phone, NFC ID, address, map location, division, working days and hours
Customers	Code, name, phone, address, map location, NFC ID; contacts on create
Products	Code, name, unit, price, brand

Pick a location on the map for branches and customers (or type latitude and longitude).

Employees are split by purpose:

Menu	Positions
Sales → Data → Employees	Sales
Logistics → Data → Employees	Driver, crew

Fields: code, name, phone, position. Link a user to an employee later so mobile knows whether to load a sales or logistics plan.

Settings → User → Privileges

A privilege is a named access set. On the form, set name, code, and a permission matrix. For each area you can allow:

Without View, the sidebar hides that item.

Settings → User → Users

Click Create.
Enter username and password (password is required on create; on edit you can leave it blank to keep the current one).
Choose a privilege.
Optionally link an employee so field login maps to sales or logistics.

Activate the user when they should be able to sign in.