Web App FAQs

Getting Started

• Registration
• How to Login
• Verification Code

Familiarizing The Web App

• Profile
• Dashboard
• Sidebar Menu

What To Do First

• Add Data (users, accounts, branches and products)
• Create Custom Forms
• Assign Accounts to Users

Announcements

• Announcements Validity Period, Required Form Notifications and Branch Notes
• How to Add Announcements

Users

• How to Add a User Manually
• How to Add Users by Batch
• How to Activate/Deactivate Users
• How to Export User List
• Users- Custom Field
• Itineraries

See all 10 articles

Roles

• How to Add/Edit Roles
• How to Assign the Role of a User

Groups

• How to Add Groups
• How to Assign User to a Group

Products

• How to Add a Product Manually
• How to Add Products by Batch
• How to Activate/Deactivate Products
• How to Export Product List
• Products- Custom Field

Brands

• How to Add Brands

Categories

• How to Add Categories

Units of Measurement (UOMs)

• How to Add Units of Measurements (UOMs)

Price Zones

• How to Add a Price Zone
• How to Add Price Zones by Batch
• How to Export Price Zone List

Accounts and Branches

• How to Add an Account
• How to Add a Branch Manually
• How to Add Branches by Batch
• How to Set Price Zones in Branches
• How to Activate/Deactivate Branches
• How to Export Branch List

See all 7 articles

Custom Forms

• How to Create Conditional Form Fields
• How to Create a Customized Form
• How to Activate/Deactivate Forms
• Custom Form Tools
• How to Create a Form with Formula (Formula Tool)

Update Several Data at Once (Bulk Update CSV File Upload)

• How Updating Multiple Data at Once Helps Users and What to Remember
• Download the CSV or Excel Template with Data
• Fix the Entries Under the ID (for CSV files only)
• Update Info then Save the File
• Upload the Updated Template
• You may now check the updated info

Reports

• Export Reports to PDF
• Kinds of Reports
• Accomplishment Report - Visits and Routes
• Other Accomplishment Reports
• View Reports
• Download Reports via CSV

See all 7 articles

Geofencing

• What is Geofencing for?
• How to Set Up Geofencing
• How It Works on the Mobile App
• Guidelines on Using Geofencing
• Adding of Coordinates via CSV or Excel

Web App Function

• Delete Function on the Web App
• Audit Trail

Subscription and Billing

• Billing and Payment
• Deactivating Your Account / Cancelling Subscription
• Subscribing to a Plan
• Free Trial

API

• Kustom360 API