Synchronisation

Field is offline-first: the data you need for visits and orders is stored on the device and pricing or promotion logic runs locally. When you are online, the app synchronises with Consumer Goods so changes flow up and down.

You will use sync in several ways:

• Initial load - A full download runs when you first sign in; see Login synchronisation.
• On demand - Quick sync uploads your offline changes; Full sync refreshes more data from the server; see Manual data synchronisation.
• In the background - Optional automatic uploads can run after visits, tasks, or other triggers; see Background synchronisation.

You can narrow what is stored, manage conflicts, and recover from errors using the topics in this section-including Sync selectivity, Conflict resolution, and Error management.

The sync control on the navigation bar is the usual place to open sync options and status.