ekPOS User Guide

Getting started

• What is ekPOS?
• Signing in and your profile
• Two-factor authentication
• Finding your way around
• The dashboard
• Key concepts
• Permissions and plans

Setting up your business

• First-day checklist
• Business Settings
• Branches, warehouses and zones
• Tax rates
• Payment methods
• Document settings
• Printers and labels
• Custom fields

Products

• The product list
• Add a product
• Variable products
• Combo products
• Pricing and tax
• Opening stock
• Categories, brands and units
• Barcodes and labels

Contacts

• Customers and suppliers
• Contact ledger and balances
• Contact groups

Sales

• Opening and closing the register
• Selling at the POS
• Add Sale (back office)
• Managing sales
• Returns and refunds
• Shipments
• Serial numbers and warranty
• Discounts
• Price lists
• Gift cards

Purchasing

• Purchases and purchase orders
• Receiving goods
• Supplier payments
• Purchase returns

Inventory

• How stock works
• Stock transfers
• Stock adjustments
• Inventory audits

Repairs

• The repairs desk

Money

• Expenses
• Petty cash
• Accounting setup
• Chart of accounts
• Financial statements

Reports

• How reports work
• Financial reports
• Sales and customer reports
• Purchasing reports
• Inventory reports
• Activity log

People

• Users
• Roles and permissions
• Commission plans

Import and export

• Import products
• Other imports
• Exporting your data

Integrations

• ETA e-invoicing: setup
• ETA: submitting documents
• WooCommerce
• API tokens

Help

• Troubleshooting
• Glossary