# ArmPOS help: setting up and running a shop

> ArmPOS is a point of sale and stock system for shops. These are its own guides, the newest published version of each.

Links that start with /app/ are pages inside the reader's own shop: put the shop's address in front, like https://myshop.armpos.online/app/products/import.

## Getting started

- [Welcome to ArmPOS](https://armpos.online/help/welcome-to-armpos.md): What the dashboard, the menu and the top bar do, and where to find help.
- [Add your logo and business details](https://armpos.online/help/add-your-logo-and-business-details.md): Set your shop's name, phone, email, address, logo, currency and time zone in System Settings.
- [Add your first products](https://armpos.online/help/add-your-first-products.md): Create a category, a unit and your first product, with its cost, price and opening stock.
- [Import products from a spreadsheet](https://armpos.online/help/import-products-from-a-spreadsheet.md): Add many products at once from an Excel file: the template, the columns, and what to do when it fails.
- [Add your team](https://armpos.online/help/add-your-team.md): Make a role for your staff, then a user for each cashier and manager, each with their own sign-in.
- [Make your first sale](https://armpos.online/help/make-your-first-sale.md): Ring up a sale in the POS: choose the warehouse and customer, add products, take payment, print the receipt.
- [Get alerts on your phone](https://armpos.online/help/get-alerts-on-your-phone.md): Turn on push alerts on each phone and browser, choose which alerts reach you by the bell, email or push, and read them later.

## Products and stock

- [Categories, brands and units](https://armpos.online/help/categories-brands-and-units.md): How categories, sub categories, brands and units group and count your products, and how to set each up.
- [Find, edit and update products](https://armpos.online/help/find-and-edit-products.md): Find a product, read its page, change it, and update many costs and prices at once from a file.
- [Products with variants](https://armpos.online/help/products-with-variants.md): Sell one product in sizes or colors, each with its own code, price and stock. Also: services and combos.
- [Print barcode labels](https://armpos.online/help/print-barcode-labels.md): Print barcode labels on sheets or stickers, with each product's name, code and price.
- [Count and adjust stock](https://armpos.online/help/count-and-adjust-stock.md): Count a warehouse from a counting sheet, then correct ArmPOS's stock with an adjustment.
- [Record damaged or spoiled stock](https://armpos.online/help/record-damaged-stock.md): Take broken, spoiled or expired goods out of stock with a damage, and keep the list of what was lost and why.
- [Your warehouse and its locations](https://armpos.online/help/warehouses-and-locations.md): Set up your warehouse's details, add racks and shelves as locations, and say where each product is kept.
- [Move stock between warehouses](https://armpos.online/help/move-stock-between-warehouses.md): Move stock from one warehouse to another with a transfer, then approve it so the stock moves.
- [Batches and expiry dates](https://armpos.online/help/batches-and-expiry-dates.md): Track a product by batch with its expiry date: label the stock you have, receive new batches, pick them at the till, and see what expires soon.
- [Serial numbers and warranties](https://armpos.online/help/serial-numbers-and-warranties.md): Track each unit by its own serial number or IMEI from delivery to sale and back, and set the warranty each sale starts.

## Selling

- [The POS screen](https://armpos.online/help/the-pos-screen.md): Each part of the POS: warehouse, customer, product search and scan, the cart, discounts, hold and Pay Now.
- [Take payments and print receipts](https://armpos.online/help/take-payments-and-print-receipts.md): Take a payment at the POS, split it across methods or leave a balance due, and print or send the receipt.
- [Open and close the register](https://armpos.online/help/open-and-close-the-register.md): Open the till's register with the float, record cash in and out, and close it with what you counted to see any difference.
- [Returns and refunds](https://armpos.online/help/returns-and-refunds.md): Take items back at the POS or from the sales list, put them back in stock, and record the money you return.
- [Customers](https://armpos.online/help/customers.md): Add customers at the POS or with the full form, use the walk-in customer, and follow what each one owes.
- [Quotations](https://armpos.online/help/quotations.md): Write a quotation for a customer, send it as a PDF or by email, and convert it into a sale.
- [Add a sale without the POS](https://armpos.online/help/add-a-sale-without-the-pos.md): Record a sale from the back office with its own date, customer and products, completed or not, and paid in full, in part or later.
- [The sales list: invoices, payments and what's owed](https://armpos.online/help/the-sales-list.md): Find any sale in All Sales, filter it, open its invoice to email or print, and see how it was paid and what is still due.
- [Shipments and deliveries](https://armpos.online/help/shipments.md): Set a sale's shipment with where it goes, move it from ordered to delivered, and follow every delivery in one list.
- [Import a sale from a spreadsheet](https://armpos.online/help/import-sales.md): Turn a list of product codes and quantities into one sale: the CSV's shape, the sale's details, the preview and Submit.
- [Subscriptions: products billed every period](https://armpos.online/help/subscription-products.md): Record that a customer takes a product every week, month or year, and what ArmPOS does with it today.
- [A customer display beside the till](https://armpos.online/help/customer-display.md): Show customers their items and total on a second screen: get its address or QR code, open it on the device and link it to a till.
- [The kitchen display](https://armpos.online/help/kitchen-display.md): Send orders from the till to the kitchen's screen and move them from pending to preparing to completed.
- [The real-time sales counter](https://armpos.online/help/real-time-sales-counter.md): Today's sales, total, average, last sale and best sellers on one screen that refreshes by itself.
- [Import customers and suppliers](https://armpos.online/help/import-customers-and-suppliers.md): Bring customers and suppliers in from an Excel file: the columns, the required ones, and what stops an import.

## Purchases and expenses

- [Record a purchase from a supplier](https://armpos.online/help/record-a-purchase.md): Add a supplier, record what you bought, and see how the purchase status puts stock into a warehouse.
- [Pay your suppliers and see what you owe](https://armpos.online/help/pay-your-suppliers.md): Record a payment on a purchase, in full or in part, and see what you owe each supplier.
- [Return goods to a supplier](https://armpos.online/help/purchase-returns.md): Send broken, wrong or short goods back: a purchase return takes them out of stock and records what the supplier owes you.
- [Import purchases](https://armpos.online/help/import-purchases.md): Turn a delivery note into a purchase from a CSV of product codes and quantities: the file, the preview and Submit.
- [Record an expense](https://armpos.online/help/record-an-expense.md): Create expense categories and record what the shop spends, such as rent, electricity or wages.

## Team and settings

- [Roles and permissions](https://armpos.online/help/roles-and-permissions.md): Make a role such as Cashier, choose what it may see and do, and give it to a person on your team.
- [Receipt and POS settings](https://armpos.online/help/receipt-and-pos-settings.md): Set how the POS behaves, what it opens with, and what the printed receipt shows.
- [Reports to check every day](https://armpos.online/help/reports-to-check-daily.md): Four reports for each day: sales, payments by method, profit and loss, and products running low.
- [Payment methods and currencies](https://armpos.online/help/payment-methods-and-currencies.md): Add the ways customers pay you, such as mobile money or a bank transfer, and the currencies your shop uses.
- [Your profile, password and sign-in security](https://armpos.online/help/your-profile-and-sign-in.md): Change your name, photo and password, and sign out the devices you no longer use.
- [Your plan and billing](https://armpos.online/help/your-plan-and-billing.md): See your plan, what it includes and how much of it you use; change or cancel it, and find your payments and invoices.
- [Ask our support team](https://armpos.online/help/ask-support.md): Open a support ticket, follow the answers and close it when the problem is solved.
- [Email and SMS: your sender, templates and messages](https://armpos.online/help/email-and-sms-settings.md): Connect your own email and SMS sender, and write the messages customers get with a sale, a quote or a payment.
- [Appearance and languages](https://armpos.online/help/appearance-and-languages.md): Name your app, choose its logos and sign-in texts, and add or edit the languages your team works in.
- [Custom fields](https://armpos.online/help/custom-fields.md): Add your own fields to customers and suppliers, such as a delivery area or a tax number.
- [Backups and system health](https://armpos.online/help/backups-and-system-health.md): Make a copy of your shop's data and check that the system is running well.

## Reports

- [Sales reports](https://armpos.online/help/sales-reports.md): Which report answers which question about your sales: what sold, who sold it, discounts, held sales, returns and the period at a glance.
- [Stock reports](https://armpos.online/help/stock-reports.md): What you have, what it is worth, what doesn't move and where it went: the stock, valuation, dead stock, aging, expiry, transfer and adjustment reports.
- [Payments, cash flow and tax reports](https://armpos.online/help/payment-and-cash-reports.md): The money that came in and went out, by method and account; your spending and other income; the tax you collected; and the profit.
- [Customer and supplier reports](https://armpos.online/help/customer-and-supplier-reports.md): Who buys most, who owes you, who stopped coming, loyalty points, and what you owe your suppliers.
- [Team and system reports](https://armpos.online/help/team-and-system-reports.md): What each person did, your own sign-ins, the hours your staff worked, and the errors the system recorded.
- [Serial number and warranty reports](https://armpos.online/help/serial-and-warranty-reports.md): Find any serial number or IMEI you bought or sold, follow one unit's history, and see which warranties are about to run out.
- [AI reports: ask your figures a question](https://armpos.online/help/ai-reports.md): Pick a ready question, such as today's sales or late-paying customers, and read the answer with its figures and charts.

## Accounting

- [Bank and cash accounts, and moving money between them](https://armpos.online/help/accounts-and-money-transfers.md): Add your cash and bank accounts with their balances, see how payments and expenses move them, and record a transfer between two accounts.
- [Record income that isn't a sale](https://armpos.online/help/record-income-deposits.md): Record money that comes in without a sale, such as rent for shelf space, in its own category and account.
- [The chart of accounts and journal entries](https://armpos.online/help/chart-of-accounts-and-journal.md): How ArmPOS writes your sales, purchases and expenses to the ledger, how to add a ledger account, and how to write and post your own journal entry.
- [Trial balance, profit and loss, balance sheet, tax](https://armpos.online/help/financial-statements.md): The four statements built from your ledger: what each adds up, and what to check before you hand them to your accountant.
- [Company assets](https://armpos.online/help/company-assets.md): Record the shop's own equipment, such as scales and fridges, and get reminded when each one is due for a check.

## Online store

- [Set up your online store](https://armpos.online/help/set-up-your-online-store.md): Give your online store your name, logo, contact details and welcome banner, choose what it shows, and see how customers pay.
- [Online orders](https://armpos.online/help/online-orders.md): Where your store's orders arrive, and how confirming one turns it into a sale and takes the stock.
- [Collections and banners](https://armpos.online/help/collections-and-banners.md): Show chosen products in a row on your store's home page, and add banner pictures that lead to your shop.
- [Store customers, invite codes, messages and subscribers](https://armpos.online/help/online-store-customers.md): Decide who can make an account in your store, approve them, give out invite codes, and find their messages and newsletter sign-ups.
- [Property listings](https://armpos.online/help/property-listings.md): For estate agents and landlords: list properties for sale or rent in your online store and receive visitors' inquiries.

## Marketing and promotions

- [Promotions and promo codes](https://armpos.online/help/promotions-and-promo-codes.md): Make a discount that applies by itself or with a code, for a set time, cart size, products or warehouse, and use it at the till.
- [Marketing campaigns and customer segments](https://armpos.online/help/marketing-campaigns.md): Pick out a group of customers and send them an email, SMS or WhatsApp campaign, now or at a set time.

## Bookings and service jobs

- [Bookings and appointments](https://armpos.online/help/bookings.md): Book a customer in for a service at a date and time, see it on the calendar, and email them the booking.
- [Service and repair jobs](https://armpos.online/help/service-jobs.md): Take in an item for repair, record what is wrong, price parts and labour, take payment and hand it back.
- [Service checklists](https://armpos.online/help/service-checklists.md): Make a checklist your technicians tick on every job, and see what was done in the reports.

## HR and payroll

- [Set up HR: company, departments, shifts and holidays](https://armpos.online/help/set-up-hr.md): Give HR your company, departments, job titles, working hours and public holidays, in the order each needs.
- [Employees](https://armpos.online/help/employees.md): Add your staff to HR with their job, working hours and yearly leave, and keep their profile up to date.
- [Attendance](https://armpos.online/help/attendance.md): Record when your staff arrived and left, and see how lateness, overtime and hours are worked out from their shift.
- [Leave requests](https://armpos.online/help/leave-requests.md): Record a request for time off, approve it, and keep track of each employee's remaining leave.
- [Payroll](https://armpos.online/help/payroll.md): Record a salary payment to an employee, and see what it does to your accounts and your profit.

## Projects and team work

- [Projects and tasks](https://armpos.online/help/projects-and-tasks.md): Set up a job for a customer as a project, split it into tasks for your staff, and follow it on a board.
- [Contracts](https://armpos.online/help/contracts.md): Record an agreement with a customer or an employee, with its value, dates, terms and signed copy.
- [Meetings](https://armpos.online/help/meetings.md): Plan a team meeting, in person or online, invite your team, and get a reminder before it starts.
- [Sales agents and commissions](https://armpos.online/help/sales-commissions.md): Add your sales agents and commission rules, see commissions worked out on their sales, approve them and record the payment.
- [Hiring: jobs, candidates and interviews](https://armpos.online/help/recruitment.md): Keep your hiring in one place: the job, each candidate and their application, and the interviews.
- [Your team's handbook](https://armpos.online/help/your-team-handbook.md): Write down how your shop does things, such as cashing up, so every member of the team can find it.

## Integrations

- [Card and mobile money payments](https://armpos.online/help/online-card-and-mobile-money-payments.md): Take card payments with your own Stripe account and mobile money with your own MarzPay account, at the till and in your online store.
- [Connect a WooCommerce store](https://armpos.online/help/woocommerce.md): Link ArmPOS to your WooCommerce shop: what each sync sends which way, and what to check before the first one.
- [Connect a Shopify store](https://armpos.online/help/shopify.md): Link ArmPOS to one or more Shopify stores: products, stock, customers and orders, and what to check before importing orders.
- [Sync with QuickBooks](https://armpos.online/help/quickbooks.md): What the QuickBooks link is meant to do and what it needs; it can't connect yet, so export your figures meanwhile.
- [ZATCA e-invoicing (Saudi Arabia)](https://armpos.online/help/zatca-e-invoicing.md): Register ArmPOS with ZATCA's Fatoora system so your invoices and credit notes are reported and cleared.
- [Webhooks](https://armpos.online/help/webhooks.md): What the webhooks page holds, how to add an address and test it, and what it sends today.
- [WhatsApp messages](https://armpos.online/help/whatsapp.md): Connect your WhatsApp Business number, see which messages go to customers by themselves, and change their words.