User Guidespan

Apex POS User Guide

Step-by-step instructions for every feature in the Apex POS.

Choose a guide

🖥️

User Guide

Products, POS, Invoices, Settings and all panel features.

📧

Mail Guide

How to use Apex POS Mail at email.apex-pos.com

🔐

Login

Sign in to your Apex POS store.

1

Open the panel

Go to retailapex-pos.com in your browser. You will see the login screen.

2

Enter your Business ID

Your Business ID is provided when you register with Apex POS. Enter it in the Business ID field.

3

Enter your Email and Password

Use the email and password created for your account. Use the eye icon to show or hide your password.

4

Click Sign In

Click the Sign In button. You will be taken to the Shift screen before accessing the dashboard.

Super Admins can access the Super Admin Panel using the link at the bottom of the login screen.

⏱️

Shifts

Every work session in Apex POS is tracked as a shift.

1

Start a new shift

After logging in, the Shift screen appears. Enter an optional opening balance (cash in your drawer) and click Start New Shift.

2

Continue an active shift

If you already have an active shift, the screen shows your opening balance and a Continue Shift button. Click it to go to the dashboard.

3

End your shift

Click End Shift at the bottom of the sidebar at any time, or from the Shift screen. Enter your closing balance and any notes, then confirm.

Shift data is available in the Shifts Report page for tracking hours worked and sales per employee.

📊

Dashboard

Your business at a glance.

Today's Sales
Total revenue from invoices created today.
This Month
Total revenue for the current calendar month.
Month Profit
Net profit for the month (sales minus expenses).
Low Stock Items
Number of products below their minimum alert level.
Sales Last 7 Days
A line chart showing daily sales for the past week.
Top Products
Bar chart of your best-selling products this month.
Recent Invoices
A table of the latest sales invoices with quick links to view them.
🖥️

POS — Point of Sale

Create sales quickly from the POS screen.

1

Select a customer

Click the customer dropdown at the top to choose a customer. Leave as Walk-in for anonymous sales.

2

Add products to cart

Click any product card from the grid below to add it to the cart. Use the category tabs to filter products. Search by name or scan a barcode.

3

Adjust quantity, discount or price

Select an item in the cart then use the numpad. Toggle between Qty, Disc and Price modes using the buttons above the numpad (or keyboard shortcuts Q, D, P).

4

Use action buttons

Use the right panel buttons: Clear Cart (F2), History (F3), Free Text product (F4), Invoice Discount (F5), Round Total (F6), Print Draft (F7), Payment (F1).

5

Process payment

Click Payment (F1). Choose the payment method (Cash, Card, Bank account). Enter amount paid. Confirm to create the invoice and print the receipt.

Use Draft tabs at the top to hold multiple sales at once. Click the + button to open a new draft.

📦

Products

Manage your product catalog.

Adding a Product

1

Click + Add Product

Click the purple "+ Add Product" button in the top right of the Products page.

2

Fill in product details

Fill in the form fields. Name (EN) and Selling Price are required.

3

Click Save

Click Save. The product appears in the list and in the POS immediately.

Form Fields

Name (EN) *
Product name in English. Required.
Name (AR)
Product name in Arabic (optional).
Barcode
Product barcode for scanning at POS or inventory.
SKU
Your internal stock keeping unit code.
Category
Assign the product to a category for filtering in POS and reports.
Unit
Unit of measure (e.g. piece, kg, liter).
Cost
Purchase/cost price used for profit calculation.
Selling Price *
The price charged to customers. Required.
Stock
Initial stock quantity when creating the product.
Min Alert
Alert threshold — when stock falls below this number, it shows in low stock warnings.
Tax Rate (%)
Tax percentage applied at checkout. Auto-filled from business settings.
Price includes tax
Check this if the selling price already includes tax — no extra tax will be added at checkout.
Status
Active products appear in POS. Inactive products are hidden.
🏭

Warehouses

Manage stock locations and transfer inventory between warehouses.

1

Add a warehouse

Click "+ Add Warehouse". Enter a name (required), location, and optional notes. Click Save.

2

View stock

Click a warehouse card to see all products and their quantities in that warehouse. Each row shows product, category, barcode, qty, unit, min alert, and status.

3

Adjust stock

Click "Adjust Stock" button. Select a product, enter the new quantity, add notes (optional), and click Adjust. This sets the stock to the exact quantity you enter.

4

Transfer stock

Click "Transfer Stock". Select the product, the destination warehouse, and the quantity to transfer. Click Transfer. Stock moves between warehouses instantly.

🔍

Resource Inventory

Count and update stock across all warehouses.

1

Search for a product

Type a product name or SKU in the search bar, or scan a barcode. Use Camera to scan with your device camera, or Focus Scanner to scan with a physical scanner.

2

Select a warehouse tab

Click the warehouse tab (e.g. warehouse 1, warehouse 2) to choose which warehouse you are counting stock in.

3

Enter physical count

When a product appears, enter the physical count you have counted. Add notes if needed. The system updates the stock to match your physical count.

🧾

Invoices

View and manage all sales invoices.

1

Browse invoices

All invoices are listed with invoice number, customer, cashier, items count, total, payment method, status and date.

2

Search and filter

Search by invoice number or customer name. Filter by payment status (Paid, Partial, Unpaid) and by date range.

3

View invoice details

Click View to see full invoice details including items, subtotal, tax, discount, amount paid and change.

4

Pay a debt

For unpaid or partial invoices, click Pay to record a payment. Select the account and enter the amount.

5

Refund an invoice

Open an invoice and click Refund. Select the items to refund, choose a refund account, add a reason, and confirm. Stock is automatically restored.

👥

Customers

Manage your customer database.

1

Add a customer

Click "+ Add Customer". Full Name is required. Phone, Email, Credit Limit, Address and Notes are optional. Click Save.

2

View customer balance

The balance column shows if the customer owes you money (orange) or you owe them (blue). "Settled" means no balance.

3

Edit or delete

Click Edit to update customer information. Click the delete icon to remove a customer.

Full Name *
Customer's full name. Required.
Phone
Phone number for contact.
Email
Email address.
Credit Limit
Maximum debt allowed for this customer. Set to 0 for no limit.
Address
Customer address.
Notes
Internal notes about this customer.
🚚

Suppliers

Manage your supplier database and track purchase history.

1

Add a supplier

Click "+ Add Supplier". Enter Supplier Name (required), Phone, Email, Address and Notes. Click Save.

2

View supplier statement

Click the statement icon next to a supplier to see their full purchase history and outstanding balance.

3

Track balance

The Balance column shows any outstanding debt to the supplier. "Settled" means no balance owed.

🛒

Purchases

Record purchase orders and add stock to your warehouses.

1

Click + New Purchase

Click the "+ New Purchase" button to open the New Purchase Order form.

2

Fill in order details

Enter a PO Number (auto-generated if left empty), select a Supplier, choose which Warehouse to receive stock into (required), and select a payment account.

3

Add products

Search for products in the search bar to add them. Set quantity and unit cost for each item.

4

Set payment

Enter the amount paid. If less than the total, choose to mark as Partial, add remaining to supplier debt, or mark as Unpaid.

5

Save Purchase

Click Save Purchase. Stock is automatically added to the selected warehouse.

💸

Expenses

Track all business expenses to calculate accurate profit.

1

View expense summary

The top cards show Today's expenses, This Month's total, and the overall Total.

2

Add an expense

Click "+ Add Expense". Fill in Description, Amount (required), Category, Date (required), Pay From Account, and Notes. Click Save.

3

Filter by date

Use the date range pickers and click Filter to view expenses for a specific period.

Description
What the expense was for.
Amount *
The expense amount. Required.
Category
Rent, Utilities, Salaries, Supplies, Maintenance, Marketing, or Other.
Date *
The date the expense occurred. Required.
Pay From Account
Which account was used to pay. Leave empty if paid manually with cash outside the system.
🏦

Cash & Bank Accounts

Track your cash and bank balances and all transactions.

1

Add an account

Click "+ Add Account". Enter Account Name (required), Type (Cash or Bank), Currency, Bank Name, Account Number, Opening Balance, and Notes.

2

Deposit money

Click "+ Deposit" on any account card. Enter the amount and an optional description, then click Confirm.

3

Withdraw money

Click "- Withdrawal" on any account card. Enter the amount and description, then confirm.

4

Transfer between accounts

Click "Transfer" at the top. Select From Account, To Account, enter the amount and description, then click Transfer.

5

View transaction history

The Transaction History table at the bottom shows all deposits, withdrawals and transfers. Filter by account, type and date range.

📈

Reports

Analyze your business performance over any time period.

Total Sales
Total revenue from all invoices in the selected period.
Invoices
Number of invoices created in the period.
Expenses
Total expenses recorded in the period.
Net Profit
Sales minus expenses for the period.
Sales Over Time
Line chart showing daily sales throughout the selected period.
Top Products
Donut chart of your best-selling products by revenue.

Use the date pickers at the top and click Apply to change the reporting period.

🕐

Shifts Report

View all employee shifts, hours worked and sales per shift.

Total Shifts
Total number of shifts across all employees.
Total Hours Worked
Combined hours worked by all employees.
Total Sales
Revenue generated during all shifts.
Active Shifts Now
Number of employees currently in an active shift.

Filter by employee and status (Active/Closed). Click a shift row to expand and see its invoice details.

🎵

Music Manager

Play background music in your store from the retail

1

Add a track

Upload an audio file (MP3, WAV, OGG — max 20MB) using the Upload Audio File panel, or paste a YouTube link and add a title using the YouTube Link retail

2

Create playlists

Click "+ New Playlist" to create a playlist. Give it a name. Tracks can then be moved into playlists.

3

Play music

Use the player at the top with Play, Pause, Previous, Next, Shuffle and Repeat controls. Adjust volume with the volume slider.

📤

Export Data

Export your business data to CSV, Excel or PDF.

1

Choose what to export

Click any of the 10 export cards: Products, Customers, Suppliers, Invoices, Purchases, Expenses, Accounts, Account Transactions, Warehouse Stock, or Shifts.

2

Set filters

Choose a date range, or check "Export all data" to ignore date filters. Apply additional filters like category or status depending on the export type.

3

Choose format and export

Click CSV, Excel or PDF to download the file in your chosen format.

My To-Do

Manage tasks and share them with team members.

1

Add a task

Click "Add Task". Enter a Task Title (required), Notes, Priority (High/Medium/Low), Due Date, and optionally share with another user.

2

Mark as done

Click the circle icon next to a task to toggle it between Pending and Done.

3

Filter tasks

Use the tabs (All, Pending, Done, Shared with me) and the priority filter to find specific tasks.

4

Share tasks

When adding or editing a task, select a user in "Share With User". That user will see the task in their "Shared with me" tab.

⚙️

Settings

Configure your business, POS, currencies, categories and users.

🏪 Business

Business Name (EN / AR)
Your business name in English and Arabic. Appears on receipts.
Phone
Business phone number.
Tax Rate (%)
Default tax rate auto-filled when creating new products.
Address
Business address shown on receipts.

💱 Currencies

Add multiple currencies. The default currency is marked Active. Each currency has a Code, Name, Symbol, Exchange Rate, and optional Rounding value.

📏 Units

Define units of measure (e.g. Piece, Kilogram, Box). Each unit has a Name (EN), Name (AR), and Abbreviation.

🗂 Categories

Create product categories for filtering in POS and reports. Each category has a Name (EN) and Name (AR).

🖥️ POS Settings

Invoice Prefix
Prefix for invoice numbers (e.g. M_R gives M_R-000001).
Default Warehouse
Auto-selected warehouse when POS loads for stock deduction.
Default Customer
Auto-selected customer when POS loads.
Rounding Currency
Currency used when clicking Round Total in POS.
Receipt Width
Thermal printer width — 58mm or 80mm.
Auto Print After Payment
Automatically print receipt after confirming a sale.
Auto New Sale Timer
Auto-close receipt and start new sale after this many seconds.
Receipt Footer Text
Custom text shown at the bottom of every printed receipt.

👥 Users & Roles

Add team members with different roles. Each user gets an auto-generated email and password sent to them.

Role
Cashier — basic POS access. Manager — extended access. Admin — full access.
Salary
Enable salary tracking. Set amount, pay day, payment method and account. Salary is automatically recorded as an expense on the pay day.
🔑

REST API Manager

Generate and manage API keys for integrating with WooCommerce, Shopify or custom apps.

1

Generate an API key

Click "+ Generate API Key". Enter a Label (e.g. WooCommerce Plugin), Source Domain (optional, used to auto-match webhooks), set Permissions (Full Access, Read Only, etc.) and Expiry. Click Generate. Copy the key immediately — it won't be shown again.

2

Set default integration settings

Configure the Default Customer (used when an order has no customer), Default Warehouse (where stock is deducted from), Default Account (for online payments), and Default User (cashier assigned to synced invoices).

3

Monitor webhook logs

The Webhook Logs section shows all incoming webhooks from connected platforms. View the payload of any log to debug integration issues.

4

Revoke a key

Click Revoke next to any API key to permanently disable it. This cannot be undone.

For full API documentation including all endpoints, visit the REST API Reference.

💬

Support

Report bugs or contact the Apex POS team.

🐛 Report a Bug

Page / Module *
Select which page or module the bug is in.
Bug Title *
A short description of the issue.
What happened? *
Describe the bug in detail.
Severity
Low (minor), Medium (affects workflow), High (critical / data loss).

💬 Contact Us

Subject *
General Question, Feature Request, Billing, Account Issue, or Other.
Message *
Tell us how we can help.
📧

Apex POS Mail

A dedicated email client for your business at email.apex-pos.com

1

Sign in

Go to email.apex-pos.com. Enter your @apex-pos.com email and password, then click Sign In.

2

Read emails

Click any email in the list to open it. The full message displays on the right with the sender, date, and email body.

3

Reply to an email

Click the Reply button (↩) at the top right of the open email, or type directly in the reply box at the bottom. Click Send to send your reply.

4

Forward an email

Click the Forward button (↪) at the top right of the email to forward it to another address.

5

Delete an email

Click the Delete button (🗑) at the top right of the email to delete it. Deleted emails move to Trash.

6

Compose a new email

Click the blue Compose button in the top left. Fill in TO (required), CC (optional), SUBJECT, and your message body. Click Send. You can also attach files using the Attach button.

7

Search emails

Use the search bar at the top to search through your emails by subject or sender.

Mailboxes

Inbox
All incoming emails. The badge shows unread count.
Archive
Emails you have archived to keep but clear from inbox.
Drafts
Emails you started composing but have not sent yet.
Junk
Spam or junk emails automatically filtered here.
Sent
All emails you have sent.
Trash
Deleted emails. Emptied periodically.

Access Apex POS Mail directly at email.apex-pos.com — separate from the main retail