Ordryx

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Your first week

A short checklist to turn a new Ordryx into one that runs your real shop. Do the steps in order; each one makes the next easier. Skip any that don't fit your shop.

If you loaded the sample shop to look around, clear it first: the owner presses Clear sample shop in the banner at the top of the screen.

1. Your shop's details

Open Settings › Shop details. Check the Company name, Address, Time zone and Currency, and add your Logo. Your address and logo go on work orders, receipts and purchase orders.

While you are there, the owner can set up email under Mail server. Without it, Ordryx can't email invites, receipts or purchase orders. See Settings.

2. Where you keep stock

A location is a place where stock is kept: a stock room, a workshop, a market tote. Ordryx counts stock separately at each one.

  1. Open Settings › Stock locations (the same screen as Inventory, the gear, Locations).
  2. Add each place you keep stock, and rename the first one if you need to.
  3. Choose the main location and where you ship from.

You need to be able to edit Inventory to do this. See Inventory.

3. Your items

An item is anything you keep count of: a part, a material, a product you sell. Add them in one of three ways:

  • By hand: open Inventory › Items and press New item. Give it a name, the unit it is counted in, its cost or price, and its starting stock.
  • From a spreadsheet: on Inventory › Items, choose Import a spreadsheet. Ordryx matches your columns and checks every row before saving. See Importing items.
  • From your store: once a store is connected (step 8), bring its products in as items. See Stores.
A new item, with its unit, cost, alert level and starting stock
A new item, with its unit, cost, alert level and starting stock

Set Alert at on the items you must not run out of. Ordryx shows them as Low when stock drops below it.

4. A first count

Your starting numbers are only as good as the count behind them. Count each location once, so Ordryx starts from what is really on the shelf.

  1. Open Inventory › Counts.
  2. Type what you counted in each item's box and press Record.
  3. On a phone, Count by scanning lets you count label by label.

See Count your stock and Stock counts.

5. Recipes, if you make things

A recipe says what goes into one of a made item: its parts and how many of each. With recipes, Ordryx tells you how many you can make, and takes the parts out of stock when you make them. The screens use your shop's word for making: Build, Make or Bake.

  1. Open Production › Recipes and press New recipe.
  2. Pick the item you make, then add its parts.

Then try Make a batch. See Production.

6. Suppliers

If you buy parts or goods, add the people you buy from. Ordryx then knows how long each one takes to deliver, and can tell you when to reorder.

  1. Open Purchasing › Suppliers and press New supplier.
  2. Add each item's supplier, part number and price.

See Purchasing and Reorder supplies.

7. Invite your people

Everyone should have their own sign-in, so you always know who did what.

  1. Open Settings › People and press Invite someone.
  2. Pick their role: Manager, Staff or Receiving only, or one you made.
  3. Send them the invite link.

Look at Settings › Roles to check what each role can see and do, including who can see costs. See People and roles.

8. Connect your store

If you sell online, connect your store so orders come in by themselves. The owner opens Sales › Sales channels and presses Add a store. Connecting changes nothing in your store.

Your stock starts at each store's first sync: count your stock (step 4) before you connect. See Stores, Shopify and WooCommerce.

If you only sell in person, there is nothing to connect: you type orders into Sales, or sell with the Point of sale.

9. Backups

Ordryx backs your shop up every night on its own server. The owner should also keep a copy somewhere else, in case that server is lost.

  1. Open Settings › Backups.
  2. Press Back up now once, to see that it works.
  3. Set up the off-site copy and its passphrase. Write the passphrase down somewhere away from the shop: without it, nobody can open the copies.

See Backups.

At the end of the week

Look at the Overview each morning. To do today tells you what needs doing: items running low, orders to ship, deliveries due. If something doesn't work the way you expect, see Getting help.