> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mystockpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up MyStockPulse Sales and POS

> Configure your business currency, create stores, add payment methods, set up products with accurate prices, and define selling units before the first sale.

Complete this setup before recording your first transaction in MyStockPulse. Each step builds on the previous one, so follow them in order to avoid missing a required setting.

**1. Select the business**

Sign in to MyStockPulse, select the business you want to operate, and verify its name in the dashboard header. Sales, stores, products, customers, payment methods, and reports are separated by business, so confirm you are in the correct workspace before proceeding.

**2. Set the currency**

1. Open **Settings**.
2. Open **Business Settings**.
3. Select the business currency.
4. Save the changes.

The selected currency appears on product prices, sale totals, payments, receipts, and reports. Supported currencies currently include USD, XAF, NGN, and KES.

> [!WARNING]
>
> Changing the currency changes the label used by the interface. It does not convert historical monetary values.

**3. Create a store**

1. Open **Settings**.
2. Select **Stores**.
3. Create the store and enter its required details.
4. Save it.

Every sale belongs to a store. The store determines product availability, where stock is deducted, what appears on the receipt, and which store reports are updated.

**4. Configure payment methods**

1. Open **Settings**.
2. Select **Payment Methods**.
3. Create or enable the methods the business accepts.
4. Optionally select a default method.
5. Save the changes.

Examples include cash, card, mobile money, and bank transfer. If checkout shows **No methods available**, an administrator must configure a method.

**5. Create categories and products**

Open **Items > Categories** and create categories for the correct store. Then use **Items > Add Product** to enter:

* Name, SKU, description, barcode, category, and image
* Purchase or cost price, selling price, and applicable tax
* Inventory tracking, opening stock, reorder level, and reorder quantity
* Packaging units
* Promotions or approved minimum prices
* Active status

Accurate cost prices are required for historical profit and margin reporting.

**6. Configure selling units**

MyStockPulse supports **Piece**, **Packet**, **Box**, and **Carton**. For each unit larger than a piece, define its piece quantity and prices.

| Unit | Pieces per unit | Example cost | Example selling price |
| - | -: | -: | -: |
| Piece | 1 | 500 | 750 |
| Packet | 6 | 3,000 | 4,200 |
| Carton | 24 | 12,000 | 16,000 |

Selling two cartons in this example deducts:

```text theme={"theme":{"light":"github-light","dark":"github-dark"}}
2 cartons x 24 pieces = 48 pieces
```

Do not select a larger unit during a sale unless it is configured for the product.


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