# Getting Started with ActuaryPOS Hybrid Solution Welcome to **ActuaryPOS Hybrid Solution**! This guide will walk you through everything you need to know to get up and running in just a few minutes. No technical experience required — simply follow the steps below. --- ## What You'll Learn - How to log in for the first time - How to set up your business information - How to add your first product - How to make your first sale - How to check your dashboard --- ## Step 1: Log In to Your Account 1. Open your web browser (Chrome, Firefox, or Edge). 2. Type in the web address your administrator gave you. 3. You'll see the **Login** screen. 4. Enter your **Username** and **Password**. 5. Click the **Login** button. 📸 *[Screenshot: The login screen with username and password fields]* > 💡 **Tip:** If you forget your password, click the **Forgot Password** link below the login form, or contact your system administrator. --- ## Step 2: Explore the Dashboard After logging in, you'll land on the **Dashboard** — your home screen. Here you can see: - **Today's Sales** — How much you've sold today - **This Month's Sales** — Your monthly sales total - **Recent Transactions** — The latest sales and purchases - **Stock Alerts** — Products that are running low - **Payment Due** — Outstanding amounts from customers or to suppliers 📸 *[Screenshot: The main dashboard with key numbers highlighted]* > 💡 **Tip:** You can customise what appears on your dashboard. Ask your administrator to adjust the **Dashboard Settings** for you. --- ## Step 3: Set Up Your Business Information Before you start selling, make sure your business details are correct: 1. Go to **Settings → Business Settings** from the left sidebar. 2. Check or update the following: - **Business Name** — Your company or shop name - **Currency** — The main currency you use (e.g., USD, GBP, PKR) - **Time Zone** — Your local time zone - **Financial Year Start** — The month your financial year begins 3. Click **Update Settings** to save your changes. 📸 *[Screenshot: The Business Settings page with key fields highlighted]* --- ## Step 4: Add Your Business Location If you have a physical shop or warehouse, add it here: 1. Go to **Settings → Business Locations**. 2. Click **Add** at the top right. 3. Fill in: - **Name** — Give this location a name (e.g., "Main Shop") - **Location ID** — A short code (e.g., "BL001") - **Address** — The full street address - **Phone** — Contact number for this location 4. Click **Save**. 📸 *[Screenshot: The Add Business Location form]* --- ## Step 5: Add Your First Product Now let's add something to sell: 1. Go to **Products → Add Product** from the left sidebar. 2. Fill in the basic details: - **Product Name** — What you're selling (e.g., "Chocolate Bar") - **Brand** — The product brand (optional) - **Category** — Choose or create a category (e.g., "Snacks") - **Unit** — How it's sold (e.g., "Pieces", "Kg") - **SKU** — A unique code (auto-generated if you leave it blank) 3. Set the pricing: - **Purchase Price (Exc. Tax)** — How much you pay for it - **Selling Price** — How much you'll charge customers 4. Click **Save** at the bottom. 📸 *[Screenshot: The Add Product form with name, price, and unit fields filled in]* > 💡 **Tip:** You can add products in bulk using the **Import Products** feature under the Products menu. --- ## Step 6: Make Your First Sale Time to ring up a sale! ### Option A: Using the POS (Point of Sale) Screen 1. Go to **POS Sale → POS Sale** from the left sidebar. 2. The POS screen will open. You'll see a product search bar at the top. 3. Search for your product by name or scan a barcode. 4. Click on the product to add it to the cart. 5. Adjust the **quantity** if needed. 6. Click **Pay** (or press the shortcut key). 7. Enter the **amount received** from the customer. 8. Choose the **payment method** (Cash, Card, etc.). 9. Click **Finalise** to complete the sale. 10. The receipt will appear — you can print it or email it. 📸 *[Screenshot: The POS screen with a product in the cart and the payment popup]* ### Option B: Using the Direct Sale Screen 1. Go to **Sale → Add Sale** from the left sidebar. 2. Select the **Customer** (or use the default walk-in customer). 3. Add products by searching or scanning. 4. Review the totals. 5. Add payment details. 6. Click **Save** to record the sale. 📸 *[Screenshot: The direct sale form with customer and product selected]* --- ## Step 7: Check Your Sales Want to see what you've sold? 1. Go to **Sale → All Sales** to see a list of all your sales. 2. Use the filters at the top to find specific transactions by date, customer, or payment status. 3. Click on any sale to view its details, print the invoice, or process a return. 📸 *[Screenshot: The All Sales list with filter options visible]* --- ## What's Next? Now that you've made your first sale, here are some things to explore: | Topic | Where to Find It | |---|---| | Add more products | **Products → Add Product** | | Import products from a file | **Products → Import Products** | | Set up tax rates | **Settings → Tax Rates** | | Manage customers & suppliers | **Contacts** menu | | Record purchases | **Purchases → Add Purchase** | | View reports | **Reports** menu | | Set up your receipt/invoice | **Settings → Invoice Settings** | | Back up your data | **Backup** in the sidebar | --- ## Common Questions **Q: I can't see some menu items. What's wrong?** A: Your administrator controls which features are visible to each user. Contact them to request access. **Q: Can I undo a sale?** A: Yes! Go to **Sale → All Sales**, find the transaction, and click **Return** to reverse it. **Q: How do I change my password?** A: Click your name at the top-right corner, then select **Profile**. You can change your password there. **Q: Can I use this on my phone?** A: Yes, ActuaryPOS Hybrid Solution works on any device with a web browser — phones, tablets, and computers. --- ✅ **Congratulations!** You've completed the quick start guide. You're now ready to use ActuaryPOS Hybrid Solution for your daily business operations.