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

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Roadmap

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Getting Started

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

Get started with DRX

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

Dashboard and reports

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

Help and support

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

Troubleshoot dashboard and reports

Privacy & Security

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

Privacy and minimal data

Roles

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

Troubleshoot workspaces and access

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

Switch workspaces and check access

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.

Troubleshoot customers and credit

Inventory

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

Inventory intake and adjustments

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

Troubleshoot inventory and audit

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

DRX Intelligence

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

Purchase orders (beta)

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

Troubleshoot AI Intelligence

POS & Sales

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

Quick Sale checkout

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

Sales history and receipts

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

Troubleshoot checkout and payments

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

Sales and deliveries (beta)

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

Deelrx CRM