Getting Started with Actuary POS Software

Welcome to Actuary POS Software! 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:

Articles

• Installing Actuary POS Software
• [Troubleshooting ERROR] Invalid license
• [UPDATE GUIDE] Updating Actuary POS Software
• Applying Patch
• Enabling HTTPS or SSL for Actuary POS Software
• Setup Your Business Details
• Disabling registration in Actuary POS Software
• Removing /public from URL
• Transfer Data to new domain & Changing hosting (Migration)
• Resetting data, Deleting all data or transactions

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, Actuary POS Software 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 Actuary POS Software for your daily business operations.