Switch stores and views

Overview

Use this page to manage customers and credit, review sales insights, and switch between stores in DRX. You will create or update customer profiles with aliases, view purchase history, add optional notes/tags and loyalty (beta), and handle store credit. You will also read today’s sales snapshot, activity tiles, and operational alerts, explore longer‑range reports, and change or filter by location when you run multiple stores.

When to use it

• Track customers by alias with minimal data and see what they bought.
• Add notes/tags and loyalty (beta) to organize and reward customers.
• Issue, adjust, or redeem store credit.
• Check today’s sales snapshot, activity tiles, and operational alerts.
• Compare sales by day/week/month, best sellers, categories, and revenue trends.
• Switch locations and filter data by store for multi‑location operations.

How to use it

Create or update a customer and view history

1. Open Customers: Go to “Customers”.
2. Create a profile: Select “New Customer”. Enter an alias. Contact fields are optional; leave them blank if you prefer. Select “Save”.
3. Update details: Open a customer and select “Edit”. Add or change the alias or optional contact fields. Select “Save”.
4. Add notes/tags (beta): In the customer profile, use “Notes/Tags (beta)” to add a short note or tag, then select “Save”.
5. Track loyalty (beta): In the customer profile, open “Loyalty (beta)” to view or update loyalty status as available. Select “Save”.
6. View purchase history: In the profile, open “Purchase History” to see past transactions and items.

Handle store credit

1. Open Credit: Go to “Credit”.
2. Issue or adjust credit: Find the customer (alias or search). Select “Issue Credit” or “Adjust Credit”, enter the amount, add a reason if required, and select “Confirm”.
3. Redeem credit at checkout: During a sale, attach the customer and select “Apply Store Credit”. Confirm the amount to deduct and complete the sale.

Read today’s snapshot and activity

1. Open Dashboard: Go to the dashboard to see “Today’s Sales”, “Transaction Count”, and “Average Sale Value”.
2. Review activity tiles: Scan activity tiles for recent actions and who performed them.
3. Check operational alerts: Look for inventory and other alerts in the dashboard or Operations Insights area and follow the prompts to resolve them.

Explore sales trends and best sellers

1. Open Operations Insights: From reporting on the dashboard, open Operations Insights.
2. Select a timeframe: Choose daily, weekly, or monthly views to see sales totals, transaction counts, and revenue tracking.
3. View best sellers and categories: Open “Best Sellers” and “Category Splits” to compare items and categories.
4. Download or deeper slices (beta): If you see a beta label for downloads or deeper slices, use it as available in your account.

Switch stores and filter by location

1. Change location: Use the location selector to switch to another store. The dashboard, sales, and inventory reflect the selected store.
2. Filter data by store: In reports and lists that support filters, apply the store filter to view data for one or more locations.
3. Navigate separate store views: When working across multiple storefronts, repeat your customer, credit, and reporting tasks in each selected store view as needed.

Options and settings

• Privacy controls: Manage privacy and masking in Settings to keep customer data minimal and alias‑first.
• Roles and permissions: Admin, Manager, and Operator roles control who can view customers, edit profiles, issue credit, run refunds, and adjust inventory.
• Activity logs: Review who performed sensitive actions (like refunds or inventory adjustments) in activity logs by user.
• Desktop and mobile: Use the full dashboard on desktop and the mobile‑friendly checkout on phones/tablets.
• Cloud access: Staff can log in from anywhere; location selection determines which store’s data you see and change.

Tips

• Aliases are enough: You can run sales without attaching a profile and can add or update a customer later.
• Beta labels: Features marked “beta” may change and may not be enabled for every account.
• Location matters: Check the location selector before issuing credit or reviewing reports to avoid updating the wrong store.
• Inventory alerts: Resolve low‑stock alerts promptly to keep best sellers available.