Getting started

This page takes a new shop from its first sign-in to a working Ordryx: making the owner's sign-in, answering what your shop does, and bringing your stock in. It takes about five minutes, and everything after the sign-in can be finished later.

Two ways to run Ordryx

A hosted shop. We run Ordryx for you. You open it in your browser at its own web address; there is nothing to install. You join with an invite from Ordryx:

1. Open the invite link you were sent, or go to ordryx.com/join and type the invite code you were given.
2. Give your name, your business and the web address you want for your shop.
3. If you joined with a shared code, type the 6-digit code we email you.
4. Choose a password, connect an authenticator app, and save your recovery codes.

This makes your Ordryx account: the place for your plan and your shops. When your shop is ready we email you. In your Ordryx account, open Your shops, then your shop. It shows a Setup code and an Open shop button.

Running it yourself. You can also run Ordryx on a computer or server of your own. When Ordryx starts the first time, it writes a setup code in its log (on Unraid, that is the container's log). Open Ordryx in your browser and use that code.

Step 1: You and your shop

The first step makes the owner: the one person who can do everything, including adding other people. This step can't be skipped.

1. Type the Setup code and press Continue.
2. Type your Shop name. It goes on your paperwork and on the shop's entry in your authenticator app.
3. Fill in Your name (a hosted shop already knows it), a Username, your Email, and a Password of at least 10 characters, twice.
4. Check the time zone and currency. Ordryx guesses them from your device. Press Change if they are wrong. Set the currency before any costs go in.
5. Press Continue.

Two-step sign-in

Every sign-in to Ordryx asks for your password and a 6-digit code from your phone. Your shop holds your costs, suppliers and payments, so a stolen password alone shouldn't open it. Have an authenticator app ready: Google Authenticator, Microsoft Authenticator, 1Password, Bitwarden or your phone's built-in passwords all work.

1. In your authenticator app, add a new account and scan the QR code. It shows as your shop's name with "(Ordryx)" after it. Can't scan? Type the key shown under Can't scan? Type this key instead.
2. Type the 6 digits your app shows, and press Verify.
3. Save your recovery codes: Download, Print or Copy them. If you lose your phone, each code lets you in once. Keep them away from your phone.
4. Tick I've saved these codes and press Continue to your shop.

You can add a passkey later, in My account.

From here on, every step can wait. Skip setup for now, at the top of each screen, takes you straight to your shop. What you skipped waits on your Overview.

Step 2: What does your shop do?

Ordryx switches on the tools your shop needs and keeps the rest out of the way. Nothing here is final.

1. Pick the closest kind of shop: Kits & electronics, 3D print farm, Handmade goods, Candles, soap & cosmetics, Bakery & food, Reseller or retail, Café or coffee shop or Something else.
2. Ordryx fills in the questions under How your shop works. Change any answer that doesn't fit:
   • Where does what you sell come from? If you make things, you get recipes and the Planner.
   • Who does the making? If others help, you get Contracting: work orders, checks and paying outside makers.
   • What do you call making things? Build, Make or Bake. Every screen uses this word.
   • Where do you sell? Selling online or in person switches on Sales.
   • Do you order from suppliers? If yes, you get Purchasing.
3. The Switched on for you list beside the questions says which tools you get, and why.
4. To pick tools yourself, press See every tool and switch them yourself.
5. Press Continue.

Turning a tool on later keeps everything else as it is. The owner can switch tools on and off any time in Settings › Modules. See Modules.

Step 3: Bring your shop in

Where you sell online. Tick each store you sell on. Right after setup, Ordryx opens the page that connects the first one. Connecting changes nothing in your store. See Stores.

What you stock. Pick one:

• Import a spreadsheet: items with their costs, prices and starting stock, from a CSV or Excel file. The import opens once setup is done. Rows it can't take are kept for you to fix. See Importing items.
• Try a sample shop: a small made-up leather goods shop, so you can click around safely. Only offered while your shop is empty.
• Start empty: add things yourself as you go.

The sample shop

While the sample shop is loaded, a banner at the top says You're looking at the sample shop. When you are ready for real work, the owner presses Clear sample shop in that banner. It removes all of the sample in one go, except anything you have since made your own (edited, used or sold).

Step 4: Anyone else using Ordryx?

Press Just me for now, or Add people to add them now:

1. Type their Name, and their Email if you want the invite sent to them.
2. Under What can they do?, pick a role card. Press Customize what this person can do to change it for this person.
3. Under How do they get in?, pick Send an invite link or I'll give them a temporary password. If email isn't set up yet, you copy the link to them or show its QR code on screen.
4. Press Add this person.

Each person sets up their own authenticator the first time they sign in. Ordryx always makes the standard roles Manager, Staff and Receiving only. See People and roles.

When you are done, press Finish setup. On a hosted shop, one more screen asks you to choose a passphrase for a sealed copy of your shop kept away from its server. Write it down: nobody can open those copies without it, Ordryx included. You can press Not now. See Backups.

Get set up: the checklist

After setup, the owner's Overview shows a Get set up list. Each line ticks itself when the shop is ready for it, and each has a button that takes you there:

• Your shop and you and Put your details on paperwork (your address and logo on work orders, receipts and purchase orders).
• What your shop does, to change your answers.
• Add what you stock, and Finish your import if an import left rows to fix.
• Connect your store, Add a supplier, Invite people and Set up email, when they apply.
• Keep a copy away from this server or Turn on off-site backups.

A step you skipped says skipped in setup. Press hide this when you no longer want the list. Next, read Your first week.