How to Install FieldStack

Modified on Fri, 23 Feb 2024 at 12:30 PM

In order to install FieldStack on your machine you will first need to obtain the appropriate installer. 


Please contact a member of the FieldStack support team at support@fieldstack.com for the current installer link.


Once you have clicked the link from FieldStack support to download the installer file, you should see a file named "FieldStackInstaller" with the following icon located in your default download location.


FieldStack installer icon


From here you can move the FieldStackInstaller.exe file to all of the machines you intend to install FieldStack on. Note: the exe download must be named "FieldStackInstaller.exe" exactly in order to run.


Once you have moved it to the intended machine, double click the icon for the installer and reply to any User Access Control prompts as necessary.


The FieldStack installer should start to run at this point and a green progress bar will show you how far along the process is in real time.


FieldStack install progress screen


Once this completes you will be led to the following screen


Ready, Set, Go window


You can simply click Next on this screen to proceed.


The next screen will ask you for your company sign-in information.


Login window


Input the Company Name, User Name, and Password supplied to you by FieldStack support here. Click Next and you will be brought to the Machine Configuration menu.


In some cases where you may be replacing an existing machine, a quick configuration key can be input here as well to skip a lot of the following steps. Instructions for making a configuration key can be found here: https://fieldstack.freshdesk.com/a/solutions/articles/13000097371.


Machine configuration window


You can set specific settings for the machine you are installing on here. If you are uncertain what settings you need at this time you can click Save Machine Settings and the machine will have the default settings applied. It is recommended to leave the default settings unless you are certain about changing a particular setting, as these settings can also be changed later from within FieldStack at any point.

 


Following machine configuration, you will be brought to the location selection window.


Location selector screen


This window prompts you to select the location of the machine. This list will most often show your different store locations; select the one that applies to this particular machine's location and click "Next".


Register number and name configuration screen


On this page you are prompted to select a register number and machine name for this installation. 


  • Register Number: This will often be based off the number of previous machines you have already installed in this location (ex. if this is the 5th machine you have set up, you could put a register number of "5"). This can however, be any number between 1 and 254 so you can use any system you would like that fits your store best.
  • Machine Name: This will be the name of the machine in the FieldStack program. Again you can use whatever convention is best for your business to easily distinguish between the machines at your location.

Once these have been filled in, click Next and proceed to final screen.


You will be asked to input your username and password for the machine one final time during setup at this screen.


Login Screen

After you have input your username and password you can either hit the enter key on your keyboard or click the FieldStack button underneath the store name to finish signing in.

 

Congratulations! You have completed installing FieldStack on this machine at this point and can follow these steps for any further machines you may have.


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