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Settings > Settings

Introduction

This section contains global settings such as:

  • Interface settings,
  • Company's working hours and days settings,
  • Settings that affect the work and control of field staff.

General

On the General tab, the interface settings are set.
At the moment, one visual design theme is presented - Mobicom and languages:

  • Russian,
  • English,
  • Ukrainian,
  • Spanish.

After the changes are made, click Save.



Company Information

On the Company Information tab, you can configure the time zone in which the organization operates, the days and hours of operation.
The working days are set by putting a color in the container - green is a working day, red is a day off.
The opening hours are indicated by selecting from the list of values.
After the changes are made, click Save.

helpful_hint
Setting the company's time zone is necessary for the correct operation of the System time control mode on the PDA setting.
When the setting is enabled, the field employee will not be able to carry out fraud with the working day, translating the time on the device.



example
Setting up the working days and working hours of the company.

Default values

Default Values tab contains settings that affect the display of information in the service, as well as the work of employees and their control.
The configured constants in this tab apply to all field employees.
Personal adjustment of the work of a mobile employee is made in the directory Employees .

helpful_hint
After the changes made in the settings, field employees need to download an up-to-date database to their devices by clicking on the Get a full database in the Exchange section in the mobile application.



Settings

pay_attention
After the changes are made, you need to click the Save button, which is located at the bottom of the page.

All settings, their description, and available values are described in the table:

TitleValuesDescription
The company for registration of wholesale sales

Selection from the directory Firms.

Selection of the company by default, when making an order document.
Sales are considered wholesale if the contracts are unloaded without firms.

Order Collection Reservation Warehouse

Selection from the Warehouses directory.

Selection of the default warehouse, when making an order document.

Default price list type

Selecting the values from the Price type column from the Contracts directory.

Selection of the default price type when making an order document.

Type of price list to control the minimum price

Selecting the values from the Price type column from the Contracts directory.

Selection of the type of price list to control the minimum price by default, when making an order document.

Type of price list to control the maximum price

Selecting the values from the Price type column from the Contracts directory.

Selection of the type of price list to control the maximum price by default, when making an order document.

Payment type

Selection from the Payment type directory.

Choosing the default payment type, when making an order document.

System time control mode on the PDA

  • Do not control,

  • Control and log when there is a discrepancy,

  • Control and prohibit work in case of divergence.

Choosing the protection type against time changes on a mobile device.

GPS monitoring

  • Do not monitor,

  • Monitor with the PDA turned on,

  • Monitor with the PDA turned on and in sleep mode.

Choosing the mode of operation with GPS data on a mobile device.

Conducting GPS monitoring only while working with outlets

  • Yes,

  • No.

Conducting GPS monitoring only at the time of the visit to the point of sale (if GPS monitoring is enabled).

GPS monitoring of the start of the visit

  • Do not monitor,
  • Allow the visit, but notify about the differences (only for ST-Mobile Trade 4.6 and above),
  • Allow the visit, but notify about the differences and request a photo (only for ST-Mobile Trade 4.6 and above),
  • Prohibit starting and ending the visit.

Indication of distance in meters: numeric value from 10.
If the value is 0, the setting is disabled.

Choosing the behavior of the mobile application if the distance to the point of sale exceeds the specified value, and choosing this distance.

Request the result of the visit

  • Yes,
  • No.

Request to choose the outcome of the visit at the end of the visit to the point of sale.

Keep track of the agent's time on the route

  • Yes,
  • No.

Enable recording start and finish of the working day of a field employee.
If it is turned off, the working day will start with the first visit and end with the last one.

Control odometer values when working on the route

  • Yes,
  • No.

Request to enter odometer values at the begin and end of the field employee's working day.

Global debt limit control

  • Off.

  • On.

Control of the debt limit of the order and shipment documents when the debt limit is exceeded.

Control of the debt limit of the order document

  • Notify.

  • Prohibit.

Action with the order document when the debt limit is exceeded.
It only works if Global Debt Limit Control is enabled.

Control of the debt limit of the shipment document

  • Notify.

  • Prohibit.

Action with the shipment document when the debt limit is exceeded.
It only works if Global Debt Limit Control is enabled.

Prohibit saving the order document

  • Yes,
  • No.

Prohibition of saving the Order Document if the available limits on the amount of the document are exceeded, based on an agreement with the client.

Prohibit an order over the balance

  • Yes,
  • No.

Prohibition of ordering goods in an amount exceeding the available stock balance.

Possibility of retail sales

  • Yes,
  • No.

Possibility to the sale of goods from the board.
It's reflected in printed documents.

Possibility to add photos from the file system

Numeric value from 0.

Determining the allowed number of minutes after creating a photo to add a photo from the device's memory.
At 0 - it is forbidden to add from the device memory.

Watermarks of photos on a mobile device

  • Do not mark,

  • Minimum - the date and time,

  • Normal - Date and time + Agent name,

  • Advanced - Date and Time + Agent Name + Outlet Name,

  • Maximum - Date and time + Agent Name + Outlet Name + Outlet Address + Distance to Outlet.

Feature of automatically mark photos when shooting.

Maximum side size of a photo in pixelsNumeric value from 0.The maximum size of the side of the photo in pixels.
The default value is 1920.
If the size of one of the sides of the (larger) photo exceeds the value of the constant, it will be reduced to this constant value.
At the same time, the other side of the photo will also decrease proportionally, i.e. the original proportions of the image will be preserved.
If the knowledge of the constant is set to 0, all photos will be of the original size.
Photo quality after compressionNumeric value from 30 to 100.Determining the quality of photos (as a percentage of the compression ratio) in jpeg format created in the mobile application.

Mode of sending photos from Mobile Application

  • Automatic via Wi-Fi,

  • Automatic via Wi-Fi and 3G/LTE,

  • With any connection,

  • Only manually.

Selecting the type of connection in which additional files (photos of photo reports and other documents in JPEG, PNG and SVG format) are syncs on mobile devices of field employees.

Possibility to change the address of the outlet when confirming the sensus
  • Yes,
  • No.
The addresses of retail outlets from the Accounting System will be automatically redefined to the values confirmed in the sensus.

Use the original addresses of retail outlets in the mobile application

  • Yes,
  • No.

Use of addresses that came from the Accounting System to mobile devices, regardless of whether they were recognized.

Enable organizational structure scopes

  • Yes,
  • No.

Activation of the scope restriction mode based on the configured organizational structure.

Documents without responsibleSelection from the list of available Roles.Enabling visibility of data and records without responsible employees assigned in the organizational structure for the selected roles.

VAT is included in the price

  • Yes,
  • No.

Calculate prices with the condition that VAT is already included in it.

Number of weeks

  • One week,

  • Two weeks,

  • Three weeks,

  • Four weeks,

  • Five weeks (only for ST-Mobile Trade 4.4 and above),

  • Six weeks (only for ST-Mobile Trade 4.4 and above).

Setting the number of weeks in a multi-week cycle is used when planning visits to retail outlets of mobile employees.

Default delivery time

Numeric value from 0 to 30.

Determination of the number of days after which the products will be delivered.
Used when making an order documents on a mobile device.

Postpone the delivery date of the order

  • Do not output a message,

  • Output (5-day week),

  • Output (6-day week),

Output of a message that the delivery date falls on a weekend and a request to postpone the delivery date to Monday.

Price editing mode

  • Without the possibility of selection,

  • Selection from the list,

  • Manual input.

Ability to edit the price of SKUs in a mobile device when making an order document.

Mode of operation with prices when returning goods

  • Without prices,

  • Selection from the list,

  • Standard mode (as when shipping).

Select an option of displaying SKUs prices in a mobile device when making a return document.

Warehouses Rests

  • Order document reservation warehouse,

  • All warehouses.

Selecting an option of displaying the rests of SKUs in the order document on a mobile device.
If For all warehouses selected - the rests will be displayed as the sum of all warehouses rests available to the employee.

Type of discount calculation

  • Priority substitution - the discount with the highest priority set in the accounting system is applied,

  • Minimum - only the lowest discount is applied,

  • Maximum - only the highest discount is applied,

  • Addition - the values of all discounts / margins are summed up, then applied to the price,

  • Multiplication - the values of discounts / margins are applied sequentially.

The type of calculation of automatic discounts on a mobile device, if there is an overlap of two or more options.

Automatic document filling Merchandising

  • Yes,
  • No.

Automatic filling in the Merchandising document with the values collected during the last visits to speed up data collection by the employee.

Use SKUs thumbnails

  • Yes,
  • No.

Sending a set of thumbnails of product images upon getting of the full database on mobile.
Used in the tile mode of the Order functionality.

Synchronization at the end of visits

  • Do not conduct,

  • On request,

  • Automatically.

Selecting the synchronization mode of the mobile device and ST-Mobi.com at the end of the visit to the point of sale.

Enable background synchronization

  • Yes,
  • No.

Automatic synchronization between the mobile device and ST-Mobi.com, once every 120 minutes.
The exchange period can be changed by contacting technical support.

Include distance in Call Rate calculation

  • Yes,
  • No.

Include of the distance from the coordinates of the visit to the coordinates of the point of sale, in the calculation of the Call Rate indicator in the report Plan / Fact of visits.

Distance value for Call Rate calculation (in meters)

Numeric value from 0.

Minimum distance from the coordinates of the visit to the coordinates of the point of sale, for calculating the Call Rate indicator in the Plan / Fact of visits report.

Include duration of the visit in the Call Rate calculation

  • Yes,
  • No.

Include of the duration of the visit of the point of sale in the calculation of the Call Rate indicator in the report Plan / Fact of visits.

Duration value for Call Rate calculation (in minutes)

Numeric value from 0.

Minimum duration of the visit, for calculating the Call Rate indicator in the Plan / Fact of Visits report.

Live GPS

  • Yes,
  • No.

Continuous transmission of information about the location of employees.

Creating and editing retail outlets

  • Prohibit everything,
  • Allow everything,
  • Allow creation,
  • Allow editing.

Selecting whether or not employees can change existing or create new outlets in the mobile application.
Changes made by employees are not applied immediately, but only after confirmation in the service section Management > Census.

Contact persons of retail outlets in the PDA
  • Do not display,
  • Viewing only,
  • Viewing and changing.
Selecting whether employees will be available and whether they will be able to view or change contact persons of outlets (only for ST-Mobile Trade 4.4 and higher).
Photos of retail outlets in the PDA
  • Do not display,
  • Viewing only,
  • Viewing and changing.
Selecting whether employees will be available and whether they will be able to view or change photos of outlets (only for ST-Mobile Trade 4.4 and higher).

Possibility to change the route

  • Yes,
  • No.

Allow field employees to make visits to retail outlets in an arbitrary order other than that specified in the visit plan, and to make visits outside the plan.

Use authorization via PIN code in ST-Mobile Trade

  • Yes,
  • No.

Use authorization via PIN code in ST-Mobile Trade.
The code is set locally on the device when the employee receives the full database after setting this setting.

Displaying zero price errors
  • Yes,
  • No.
Display zero-price errors when processing documents in the mobile application, this will not allow you to order a zero-price product.
The period of relevance of photos and extras. materials (in days)Numeric value from 0.Period during photos taken by the employee will stored on internal memory of mobile devices.
After it expires, the outdated files will be cleared.

Change log

In ST-Mobi.com there is a functionality for logging changes in the default settings.
All settings changes made by office users are logged in, so if necessary, you can track all changes or simply monitor the actions of your office employees in the settings. 
Viewing the log of changes to the settings is available by clicking    at the very top of the page:



The change log itself looks like this:



Each log entry has attributes:

AttributeDescription
DateThe date for which the change in the setting was recorded.
TimeThe time at which the setting change was recorded.

Operation

The action performed with the setting.
If the setting was previously disabled, the operation will be "create", if the value of the previously active setting has been changed, the operation will be "change".
NameThe name of the changed setting.
VersionVersion reflects the total number of configuration changes since logging started.
Before the changeThe value of the setting before the change.
ValueThe value of the setting after the change.
AuthorLogin of the user who changed the setting value.

Undo changes

Each change of settings recorded in the log can be canceled, and then the setting will return to the previous value.
This can be useful if any unwanted changes have suddenly occurred.
For example, if one of your colleagues made changes to important settings, but did not coordinate these changes with management.

To undo the changes, use the button  opposite the entry in the change log window.
Select the setting value you would like to return from the list and click on it.
A dialog box will appear with the question: "Are you sure you want to restore the setting value?".
If the answer is positive, the setting will return to the selected value.

pay_attention
Due to the peculiarity of storing the values of some settings, logging and canceling changes are not possible for company settings (time zone and working hours).
example
Returning the setting value.

Data management

The button for complete cleaning of the entire database.
After clearing the database, only the administrator account remains - the user who registered the company.

helpful_hint
This functionality is not available by default, but is enabled on request through the technical support service.



After clicking the Clear button, a message with information about the objects would be deleted is displayed.
The data will be cleared only after confirmation and familiarization with this message.
Confirmation is considered to be putting a tick next to the message I understand the responsibility and all the consequences of cleaning the database.



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