Purchase Orders (beta)

Overview

Purchase Orders is currently beta in DRX.

This guide covers high-frequency store operations: fast checkout, alias-first customers, product and stock management, beta purchase orders, and basic reporting.

When to use it

  • Quick day-to-day checkout with scanning or search.
  • Customer attachment using aliases and minimal personal data.
  • Receiving against purchase orders and reconciling quantity/cost.
  • Reviewing basic sales performance and exports.

How to use it

A. Checkout fast

  1. Open checkout.
  2. Scan barcode or search by name/SKU.
  3. Adjust quantity and apply discount if allowed.
  4. Attach a customer using alias when needed.
  5. Select tender, then add additional tender if required.
  6. Complete sale and verify it posts.

B. Refunds (beta)

  1. Open sales history and locate the transaction.
  2. Select and initiate refund flow.
  3. Confirm items or amounts to refund.
  4. Add refund note and complete.

C. Customers (alias-first)

  1. Search existing aliases first.
  2. Create alias-only profile when needed.
  3. View purchase history tied to that alias.
  4. Add notes/tags only when useful for operations.

D. Products and stock

  1. Add products with name, price, and optional SKU/barcode.
  2. Adjust stock with reasons when changes occur.
  3. Track batches and vendors for each product.

E. Purchase orders (beta)

  1. Create a purchase order and add SKUs.
  2. Include vendor and expected cost.
  3. Save the order.
  4. Receive stock and enter actual cost.
  5. Reconcile ordered vs received quantities and cost deltas.

F. Reports

  1. Open Reports for daily/weekly/monthly totals.
  2. Review best sellers and category movement.
  3. Export CSV for team review.

G. Devices

  1. Use mobile Quick POS or desktop dashboard by role.
  2. Connect supported scanners and receipt printers to reduce errors.

Options and settings

  • Beta roles and permissions for refunds and inventory actions.
  • Multi-location report and workspace scope controls.

Tips for operators

  • Keep aliases consistent across staff for cleaner customer history.
  • Enter received stock costs at receipt time to keep margins reliable.
  • Resolve scanner issues with product search so the sale keeps moving.
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