Set up the company
Before a rep can work a day, an administrator sets the company up in the console. Nothing moves in stock or money at this stage — it decides how everything later behaves.
What you set
Section titled “What you set”| Area | What it decides |
|---|---|
| Company settings | Currency, VAT rate and whether prices include tax; what happens to an order over a shop’s credit limit (block it, allow it, or let it wait for approval). |
| Field rules | Check-in radius and what happens outside it, whether reps must check in before selling, whether a rep must accept the van load before selling, location tracking. |
| People and roles | Users, their roles and limits (discount, order value), and which users are reps on a round — enrolling a rep is what gives them a van. |
| Products and prices | Products, units and cartons, price lists with dated prices. |
| Customers | Customers (shown as Outlets in the menu), their branches, pins and check-in radius, credit limits. |
| Warehouses | Where stock is kept before it goes on a van. |
In the Nile Fresh day
Section titled “In the Nile Fresh day”Nile Fresh adds VAT at 14% on top of prices, lets orders over a credit limit wait for approval, asks reps to accept their load before selling, and refuses check-ins outside a shop’s radius.
Jobs in this stage
Section titled “Jobs in this stage”- Set up your company from nothing
- Sign in to the console
- Accept an invitation
- Get a new rep on the road
- Set the company’s name, money, tax and region
- Choose how reps work on the road
- Invite people and manage accounts
- Make a role with limits
- Put someone on a round with a van
- Give one person an exception or a limit
- Add a warehouse and set its pin
- Add units, brands and categories
- Add, withdraw and bring back products
- Set up a product’s units, batches and picture
- Make price lists and set prices
- Find customers and close the gaps
- Add or change a customer
- Manage a customer’s branches, credit and pins
- Import customers, branches, products and prices
- Create a company (platform)
- Install the app and sign in
- Example: Copy a price list at +5 % from a date
- Example: Import 500 customers from a spreadsheet
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
Someone else changed the same setting while you were editing. Reload to see their change, then make yours again. SETTINGS_CHANGED_ELSEWHERE | Reload the page, check the other change, then make yours again. |
Another record already has this code. Choose another code. DUPLICATE_CODE | Codes are unique per company. Pick another, or open the record that already uses it. |
This comes from your ERP, so it can't be changed here. Change it in the ERP. ERP_MASTERED | Your ERP owns this record. Change it there; it reaches Slflo with the next push. |