ApePOS Setup Guide

Complete step-by-step guide to set up your Point of Sale system. Follow each step in order to get your store up and running quickly.

Start Setup →

Before You Begin

This guide assumes your system settings (general settings, currency, mail, etc.) are already configured correctly by your administrator. We will focus on entering your store's operational data — starting with the product catalog, then moving to people and transactions.

Setup Roadmap

Complete the essential steps first (in order), then explore optional and advanced features.

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A
Essential
Optional
Advanced

Phase 1: Product Catalog Setup

Set up everything needed before you can add products to your store.

1

Create Base Units

Define measurement foundations (e.g., Kilogram, Piece, Liter)

Essential
2

Create Units

Define sale and purchase units linked to base units

Essential
3

Add Brands

Register product brands (e.g., Samsung, Nike, Local Brand)

Essential
4

Add Product Categories

Organize products into categories (e.g., Electronics, Clothing)

Essential
5

Create Variations

For products with variants like Size (S, M, L) or Color (Red, Blue)

Optional
6

Add Products

Add your actual products with pricing, codes, and images

Essential
7

Print Barcodes

Generate and print barcode labels for your products

Optional

Phase 2: People & Locations

Set up your warehouses, suppliers, and customers.

8

Add Warehouses

Create warehouse or store locations for inventory tracking

Essential
9

Add Suppliers

Register your product suppliers/vendors

Essential
10

Add Customers

Register your customers for sales tracking

Essential

Phase 3: Start Trading

Begin creating purchases, sales, and using the POS screen.

11

Create Purchases

Record product purchases from suppliers to build stock

Essential
12

Create Sales

Record sales transactions to customers

Essential
13

Use the POS Screen

Use the live point-of-sale screen for quick billing

Essential

Phase 4: Advanced Features

Explore returns, quotations, reports, and other advanced tools.

A

Advanced Features

Returns, quotations, adjustments, transfers, reports & more

Advanced