Customers

Keep customer records minimal and record payments against the correct open balance.

Customers and store credit

Check missing profiles or uncertain payments without duplicating records or changing a balance twice.

Find clear steps for setup, stock, checkout, customers, and balances. Using the DRX beta? Start here.

Set up your owner account and business before recording your first sale.

Check saved sales, report totals, and the period each number covers.

Find guidance or report a problem without sharing private business or customer records.

Check missing totals or report differences without changing the underlying records.

Choose what customer information to keep and understand when retention cleanup permanently deletes it.

Recover from an access problem without creating duplicate accounts or using someone else’s login.

Choose the correct business and give each team member only the access their work needs.

Add products, record goods received, and correct a verified count in Inventory.

Check failed intake, incorrect counts, or missing movements before submitting another change.

Review beta suggestions against your saved records before making a business decision.

Keep expected supplier orders separate from Inventory you have actually received.

Check unavailable or questionable beta suggestions without changing business records to force a result.

Record a sale through Point of Sale and confirm the saved order before starting another.

Find a saved sale and check its items, customer, payment record, and total.

Check a blocked or uncertain sale before retrying or asking the customer to pay again.

Find the current sales screens and record delivery details without duplicating a sale.

Check that a scanner enters the correct product code before using it at checkout.