ApexPOS

SHIP TO (if different)

Delivery Instructions

Shipper Notes (internal)

Subtotal$0.00

Tax $0.00

Total$0.00

	Model#	Product	Brand	Vendor	Dept	Category	UPC	Available	Sold	Net Avail	Status	Retail	Cost

📦

Drop Vendor Invoice Here to Auto-Receive

AI reads PDF / image / CSV / Excel and extracts items, quantities, serial numbers · or click to browse

📄 PDF🖼 JPG/PNG📊 CSV/XLSX

Purchase Orders

Select a PO to view details

Select an order to view details

Reports

End of Day

Sales Reports

Commission Report

Accounts Receivable

End of Month

End of Day

Date:

Sales Reports

From: To:

MAIN:

Scheduled

Out

Delivered

OTHER:

Sched

Delivered

Note

Schedule Job

Auto-Fill from Invoice

Drop invoice or click to upload

PDF or image - Claude reads and fills the form

Customer Name *

Phone *

Email

Address *

City *

Appliance *

Brand

Model #

Serial #

Warranty

Invoice #

Claim #

Delivery Date

Issue *

Date *

Time Window

Assign To

Priority

Notes

People ❯

Employees

Permissions

Service Techs

Time Clock

Delivery Teams

Catalog ❯

Categories

Brands

Commission Rates

End of Month Commission Report

Kansas Tax Rates

756 jurisdictions • State base rate: 6.500% (locked)

Drop CSV/Excel tax rate file here or click to browse

Supports KS DOR Publication 1700 format • Columns: City, County, State Rate, Local Rate, Total Rate

Select a jurisdiction to view details

Price Update

Drop pricing spreadsheet here

CSV or Excel from buying group

Price History

No price updates yet.

Employee Management POS Staff — DC Appliance employees

Time Clock Administration

Employee PINs

Pay Period Report

to

All Time Entries

Employee From To Missing clock-out only

Employee	Date	In	Out	Type	Hours	Actions

Reports

AI Custom Reports

Describe the report you want in plain English and the AI will generate it from your sales and inventory data.

Examples: "Top 10 selling items this quarter" • "All returns in March" • "Average sale by day of week"

Employee Permissions

Set granular permissions per employee. Changes take effect on their next PIN login.

Service Tech Management Independent contractors — service portal only

These techs log into service.html with their own credentials. They do not appear in POS employee lists, Time Clock, or commission reports.

Delivery Teams

Manage delivery teams for this store. Teams appear in the delivery calendar filter, team dropdown on delivery stops, and control calendar card colors.

Vendor Management

Data Import

Accounts Receivable

End of Month Reports

Store Settings

Store ID: 1 · Subdomain: dcappliance

Store Information

Store Name

Tagline

Address

City

State

Zip

Phone

Email

Store Hours

Branding

Logo URL

Enter a full URL or upload a logo file. Your logo will appear on invoices, emails, and the login screen.

Upload New Logo

Primary Brand Color

Tax Defaults

Default Tax County

Default Tax Rate (%)

Invoice & Documents

Invoice Message (thank-you line on every invoice)

Delivery Terms / Fine Print (shown on invoices)

Messaging (Twilio SMS)

Messaging Enabled

When ON, the Messages tab and SMS buttons are active. OFF means no outbound texts can be sent from this store.

Twilio Phone Number (from)

The number your texts come from. Must be a number purchased on the ApplianceOS Twilio account and assigned to this store.

Auto-send on "Out for Delivery"

Texts the customer when a delivery is marked Out for Delivery.

Auto-send on "Delivered"

Texts a confirmation when a delivery is marked Delivered.

Message Signature (appended to every outbound message)

Serial Number Pool

Require Serial Pool on Delivery

When ON, delivery.html requires serial numbers to come from the pool. When OFF (current), delivery staff can type serials manually from the product tag.

Fleet Tracking

Integrated Vehicle Tracking (Verizon Connect)

When ON, the Delivery page shows live truck locations from the Verizon Connect integration. When OFF, the Delivery page offers a simple OpenStreetMap view that pins each delivery stop for the week.

Delivery Schedule

Show Lunch Blocks (12–1pm Mon–Fri)

When ON, the delivery calendar auto-creates a green Lunch block every weekday. Turn OFF if your store doesn't need it on the schedule. Existing lunch notes stay in the database but are hidden from the calendar.

End-of-Month Checklist Fields

Rent Amount

Landlord Name

Credit Card Names (comma-separated)

Bank Names (comma-separated)

Subscription (read-only)

Tier

Status

Merge Tool

Extended Warranty Tiers

Finance Companies & Plans

Companies and plans configured here appear in the checkout Finance panel dropdowns.

Invoice Attachments

PDF documents that print along with customer invoices. Set a trigger rule to auto-attach, or leave as Manual for staff to choose at print time. PDF only in this release.

AI Usage & Cost Tracking

System Status

Error Log

Backup & Restore

⚠ Clear Data — Danger Zone

Dashboard Layout

POS Settings

Default Invoice Message

Prints at the bottom of every customer invoice

Default Delivery Charge ($)

Auto Logout After Inactivity

POS only — Delivery and Service pages always stay logged in until midnight.

Hot Buttons

Configure quick-add buttons on the New Sale screen. Drag to reorder. Up to 26 configurable + 2 fixed tax buttons. Displayed as 2 rows on the sale screen.

Commission Rates

Moved to Admin → Catalog → Commission Rates. Category defaults, brand overrides, and salesperson-specific rates are all configured there.

0 customers

Select a customer to view their profile

Messages

Select a conversation

Customer details appear here when a conversation is open.

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Currently Clocked In

Daily Summary — Today

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To-Do