Enabling & Tuning Canvassing: Safe Limits for Field Sales Reps
There’s one fear that keeps most stores from ever starting a van sales route: the moment stock rolls out on a rep’s motorbike or van, your control rolls out with it. Prices get changed on the spot, credit piles up with no ceiling, and if the phone loses signal — does the sale disappear with it?
Automan flips that order around. You decide what’s allowed in the field first, then the rep gets sent out with it — not the other way around, sending someone out and hoping for the best. The Pengaturan → Transaksi → Penjualan → Canvas page (“Settings → Transactions → Sales → Canvas”) is where every one of those limits gets written once, and it applies to every rep’s phone instantly, with no app update needed on their end.
Three sections, three kinds of control. The canvasser action policy answers “allowed to do what” through nine switches — from adding a customer to requiring a proof photo on handover. Trip rules answer “how long and how much” — including one number people rarely realize is the real linchpin: number quota per pull, how many invoice numbers a phone grabs at once so a rep can keep logging sales even after losing signal for an entire day. And location tracking answers “watched or not” — with one fact worth knowing up front: it starts completely off. Automan doesn’t quietly track where a rep’s phone goes; you decide, and until you switch it on yourself, not a single location point gets sent.
What makes this page different from an ordinary settings form is how fast it acts. There’s no approval step, no rep who has to update their app first — the moment you press Save, the new limits apply immediately to whatever phone is out in the field, wherever that rep is standing. That cuts both ways: a mistake gets fixed just as fast. Notice a switch was wrongly left on at ten in the morning, turn it off five minutes later, and the rep on the road is already following the new rule.
This tutorial walks through all three sections one at a time — not just where the buttons are, but how to pick the numbers and switches that fit your own store’s rhythm, before the first phone actually walks out the door.
Note
UI screenshots for this tutorial are on their way. You can still follow the guide through the menu, button, and field names given in each step.
Before you start
- You hold an Owner/Admin account with Account Panel access to enable the module.
- Product and stock data is already entered — reps load stock from the same inventory as the store.
Steps
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Turn on the "Penjualan Keliling (Canvassing)" module first
Before any Canvas menu appears anywhere, the module has to be switched on. Go to Account Panel → Kelola Modul (Manage Modules), find "Penjualan Keliling (Canvassing)", and activate it. Once it's on, two menus appear at once: Transaksi → Penjualan → Canvas ("Transactions → Sales → Canvas", where trips actually run) and Pengaturan → Transaksi → Penjualan → Canvas ("Settings → Transactions → Sales → Canvas", where you set the limits). This tutorial covers the second one — tuning the limits before the first phone leaves the building.
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Open Pengaturan → Transaksi → Penjualan → Canvas
The page holds three sections in order: canvasser action policy ("Kebijakan Aksi Canvasser"), trip rules ("Aturan Perjalanan"), and location tracking ("Pelacakan Lokasi"). At the bottom sit two buttons, Simpan ("Save") and Reset, with one note worth remembering: changes apply to the canvasser app immediately. There is no approval delay and no app update required on the rep's side — the moment you press Save, the new limits take effect right away on whatever phone is out in the field.
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Set the canvasser action policy — nine switches deciding what a rep can do
This section holds nine on/off toggles, each one answering a yes/no question for one action: adding a new customer, collecting an old debt, taking an order with no stock leaving yet, handling a return on the spot, changing the sale price, adding stock mid-trip, handing goods between reps by scanning a QR code, requiring a proof photo on that handover, and requiring a load to be approved by store staff before departure. Don't just flip all nine on — every switch you enable is a piece of trust granted without anyone watching directly.
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Decide which switches your store actually needs on
A store just starting out with canvassing is usually safer leaving "Boleh mengubah harga" (change prices) and "Boleh melayani retur" (handle returns) off at first — lock prices to the list, and route returns back through the store until the pattern is clear. On the other hand, "Wajib foto bukti serah terima" (require a proof photo on handover) and "Muatan harus disetujui dulu" (require load approval) are almost always worth turning on from day one: they guard against ordinary field miscounts, not just against a dishonest rep.
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Set the trip rules — settlement deadline, offline credit window, and invoice prefix
The second section governs the rhythm of a trip. The days before mandatory settlement (default 7, range 1–30) flags any trip running longer than that as overdue. The offline hours allowed for credit sales (default 72, range 1–720) locks out on-credit sales once a phone has gone unreachable longer than that — so debt doesn't pile up from a rep whose signal drops for days. There's also a credit limit setting (None or per-customer limits), a shortfall handling rule for the settlement (e.g. record-only or follow up), and an invoice number prefix (default "CVS", 1–10 characters, A–Z/0–9/hyphen, auto-uppercased — so invoices print like CVS-000123).
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Pay close attention: number quota per pull — this is the offline-work key
One number in this section decides whether the "keeps working with no signal" claim actually holds or is just a slogan: number quota per pull ("Jatah nomor per pengambilan"), default 500, range 50–5000. It's how many invoice numbers a phone grabs at once every time it connects, so the rep can keep logging new transactions for hours with no signal — the numbers are already in hand, no need to ask the server for one on every sale. Stores running many reps at once should raise this number; stores with one or two reps and fairly stable signal can leave it at the default.
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Set location tracking — and notice it starts off by default
The third section holds the "Rekam lokasi canvasser" toggle (record rep location), and here is what matters: it is OFF by default. Until you switch it on yourself, a rep's phone sends no location point at all — not because anything is broken, but because that is simply the starting state until you decide otherwise. If you do turn it on, two numbers follow it: the recording interval in minutes (default 5, range 1–60 — smaller means more frequent but heavier on battery), and how long location history is kept in days (default 30, enter 0 to keep it forever, or 7–3650; entering 1–6 gets automatically bumped up to 7).
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Press Save, then test it with one short trip
Once all three sections match what your store needs, press Simpan (Save). Don't send five reps out at once on brand-new settings — run one short trip first, confirm the switches you turned off actually block that action on the phone, and check whether the number quota holds up for a typical trip length. Only then are you confident the limits are right before rolling them out to everyone.
What you end up with
The Canvassing module is on and all three settings sections — action policy, trip rules, and location tracking — are tuned to your store, with an offline number quota that holds and location recording switched on only if and when you decided to.
If something goes wrong
No Canvas menu shows up anywhere, not under Transactions and not under Settings
The "Penjualan Keliling (Canvassing)" module isn't active yet. Check Account Panel → Kelola Modul — it needs to show as active, not just installed. Menus always follow the module; there is no menu without its module switched on.
A rep says their phone stopped logging new transactions while still out on the road
Most likely the number quota per pull ran out and the phone hasn't reconnected yet to pull a fresh batch — or the offline hours allowed for credit sales has been exceeded, locking out credit sales. Raise the number quota per pull if that rep's trips run long and the route has patchy signal.
I turned on "Rekam lokasi canvasser" but no location points are showing up
Tracking only runs while the app is open on the rep's screen, not continuously in the background. Also confirm the recording interval is set to something reasonable — if you just switched the toggle on, wait for the next recording cycle before assuming it failed.
I entered a small number like 3 days for location history, but 7 got saved instead
That's expected behavior. Values from 1–6 are automatically bumped up to 7 — the system won't let location history be kept for less than a week, unless you enter 0 to keep it forever.
I turned off "Boleh mengubah harga" (change prices) but the rep can still type in a new price on their phone
Check whether Save was actually pressed after flipping the switch — changes do apply the moment they're saved, but if the screen was left before pressing Save, the old setting is still the one in effect. Also confirm the rep is using the phone that's actually paired to this store.
I want some reps looser and others stricter, but this page seems to apply to everyone
That's correct — the action policy on this page applies as one set to every canvasser in the store, not per person. If you need per-rep differences, combine this with per-Type user permissions under Pengaturan → Pengguna (Settings → Users), so the account permission layer covers what this page can't split out.
Related tutorials
- Tutorial
Manage Store App Modules: Install, Uninstall, Activation
The full walkthrough for activating a module from the Account Panel — including the difference between free and premium modules.
- Tutorial
Setting Cashier and Technician Access Rights
The per-account permission layer that complements the canvasser action policy when you need different rules per rep.
- Feature
Van Sales & Canvassing App
The full feature picture: load stock, sell at the door, keep working with no signal, close with a settlement that reconciles.