Get started with DRX

Overview

This guide gets you to a working first sale quickly.

You will set up core settings, add products, run a small checkout, and verify stock movement and receipts.

What you need

• DRX account with Admin access.
• Device with web access (desktop for setup, mobile for checkout).
• Optional barcode scanner if your store uses scanning daily.

Steps

1. Sign in to DRX and verify dashboard visibility.
2. Open store settings and set your workspace name and location.
3. Invite at least one team member and assign role (Admin, Manager, Operator).
4. Add your first product with name, price, and quantity.
5. Add a second product so you can test multi-item checkout.
6. Confirm quantity-on-hand for each item.
7. Open Quick POS and add 1-2 items.
8. Attach a customer alias if your team uses credit.
9. Apply an optional discount if needed and complete a test payment.
10. Verify the sale appears in Sales History.
11. Confirm product quantity decreased in Inventory.
12. Open Reports and confirm a basic sales summary appears.

Optional deep check

• Process a low-value refund (if enabled) to confirm return flow and stock increment.

What next

• Set up low-stock alerts and vendor/batch fields.
• Review team access roles and workspace-specific responsibilities.

If something goes wrong

• If you cannot sign in, confirm account credentials and workspace access.
• If items are missing at checkout, check product status and quantity.
• If stock does not change after sale, refresh product list and confirm pending adjustments.