<p>Get the basics.</p>      <p>You can create a profile with just a nickname, or add full info (Name, Phone, Email) if permitted.</p>      <h3>Related Articles</h3>      <ul>         <li>Customer Visibility by Privacy Preset</li>         <li>Customers: When You Need Them and When You Don’t</li>      </ul>    

Add a Customer (Minimal vs Full Details)

Feedback

Roadmap

Changelog

Lee White

Getting Started

The basics of DRX: privacy, local-first data, and how it keeps your business running smoothly.

What DRX Is and How It Works

A quick list of things to do before you open for business.

Setup Checklist Before Your First Sale

Configure your business identity and privacy settings.

Owner Setup: Business Info, Units, Privacy Preset

How to manually add products to your catalog.

Adding Your First Products

Set up fast-access buttons for common quantities.

Quick Quantities (Quickpicks): Set, Edit, Use

Understand what each role can see and do.

Staff Roles Overview (Owner, Manager, Staff)

Tenant Basics: Businesses Stay Separate

Avoid these common pitfalls during setup.

Common Setup Mistakes and Fixes

Privacy & Security

Privacy Presets Explained (Open/Balanced/Private/Max Secure)

Audit Logs + Exports: What’s Recorded, What’s Allowed

Roles

Add Staff and Assign Roles

Sensitive Actions: Who Can Do What

Remove Access: Offboarding Staff

Customers

Understanding guest checkout vs tracked profiles.

Customers: When You Need Them and When You Don’t

Customer Search and History

Customer Visibility by Privacy Preset

Products

Products: Create, Edit, Archive

Aliases/Nicknames: What They Are

Create Aliases Staff Will Actually Use

Alias Auto-Fill: Quantity + Unit Behavior

Alias Collisions: Fix Duplicate Nicknames

Product Search Tips (Mobile)

Barcode Mapping (If Enabled)

Inventory

Inventory Basics: Units, Conversions, Canonical Stock

Bringing new stock in using the mobile app.

Add Inventory (Mobile Intake)

Adjust Inventory: Increase, Decrease, Set-to Value

Why you must give a reason for inventory changes.

Required Reasons: How and Why

Inventory History: View Recent Changes

Low Stock Alerts (If Enabled)

Product Costs (If Enabled)

Adding many items at once on the computer.

Bulk Intake (Web): Multi-row Entry

Importing extensive catalogs via spreadsheet.

CSV Import (Web): Template + Fixing Errors

Inventory Conflicts: What They Mean

Inventory Troubleshooting: Intake Errors + Fixes

Inventory Best Practices (Counts That Stay Accurate)

POS & Sales

Start a Sale (Mobile)

Add Items Fast: Search, Quickpicks, Favorites

Understanding receipts and how to print them again.

Receipts: What’s Included and Reprints

How to apply discounts and who can do it.

Discounts: Apply and Restrict (If Enabled)

Refunds and Voids (If Enabled)

End-of-Shift Basics

Quick fixes for printer, sync, and app issues.

POS Troubleshooting: Most Common Fixes

Offline Sales: What Happens

Speed Tips: Keeping Checkout Fast

Credit

Credit Basics: Limits, Roles, Rules

Set Credit Limits (Owner/Manager)

Record a Credit Sale (If Enabled)

Record a Payment

Overdue Balances: Viewing and Managing

How can we help you?

Help Center

Improved

Fixed

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Backlog

Next up

Done

Main Roadmap

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