Get started: how this screen works
Get started is your setup checklist. It shows, step by step, what to do to get QrX ready for your business, from your company details to your first payment at the door. Many steps tick themselves as soon as you have done them somewhere in the portal. You find it in Settings, Get started, and in the left menu while it is not finished.
What you see on this screen
The back arrow: returns to Settings.
The progress ring: how many steps you have done out of all steps, for example 10/19.
Next up: the step QrX suggests you do next. When everything is done you see Your business is ready. Nice work.
Your path (the coloured pill): the kind of business the guide is set up for, with the pencil (Change path) and the plus (Add module).
Sections (left): groups of steps, for example Set up your business or Get paid at the door. Each shows how many of its steps are done, or a New pill when steps were added. Click a section to see its steps.
Steps (right): the steps of the selected section.
You only see the steps that fit your path and your role, so a colleague may see a different list.
Work through a step
Each open step shows a title, the time it takes, a short explanation and often an illustration. The next suggested step has a coloured border.
The main button (for example Add address or Create rule): opens the screen where you do the step, in a new tab. The guide stays open; when you come back to it, it checks your progress again.
Learn how: opens a short article next to the guide with the exact steps. Close it with the X or Escape.
Ticks automatically when: ...: tells you what QrX checks. As soon as that is true, the step is done by itself.
Mark as done: shown on steps QrX cannot check for you. Click it when you have done the step.
Unlocks after: ...: a step with a lock opens when the step named there is done.
Some steps open the QrX chat instead, so you can ask the QrX team for help.
Done steps are crossed out, with Done automatically or Marked as done below them.
Choose or change your path
Your path decides which steps the guide shows. For example, a Shopify store gets Shopify steps, and a fulfilment company that uses the QrX warehouse gets warehouse and client steps. The first time you open the guide, QrX asks What describes you best?; you can choose later with Not now.
Click the pencil next to your path (Change path).
Click the card that fits your business. Your current one shows Current path; a suggestion shows Recommended.
Not sure? Click Not sure? Answer 3 questions (where your orders come from, whether shoppers pay at the door, and who packs). QrX then recommends a path.
Click Use this path. QrX shows what changes: New steps, Steps that hide and your Progress. Click Change path to confirm.
Done steps stay done, also when you switch back later. A path marked Set up with QrX is set up together with the QrX team: the button becomes Use this path and book a call and opens a booking page in a new tab.
Choosing the path is only possible when your role allows it. Otherwise you see An administrator of your company chooses the path. and the standard guide until then.
Add or remove modules
Modules add steps for extra features on top of your path, for example Shopify, API and webhooks, Returns, Customer communication, Pack station, Warehouse (WMS) or Multiple clients. Click the plus next to your path (Add module):
Available: click Add to add its steps to your guide.
Needs activation: click Activate; the guide gets one step that tells you how to switch the feature on.
Added: click the minus to remove it. Its steps hide, but your progress is kept.
Every change shows the same check of what appears and what hides before you confirm.
The guide pop-up
While your setup is not finished, the guide can open by itself after you sign in, at most once a day. Switch on Don't show this again at the bottom of the pop-up to stop that. The guide is always available in Settings, and Get started in the left menu (with your progress, for example 10/19) opens it until every step is done.
Tips and common questions
A step does not tick after I did it: come back to the guide tab or reload the page; QrX checks again. Make sure you did exactly what the line Ticks automatically when says, for example your own sender address and not the example one.
"Could not mark this step as done. Try again.": the change was not saved. Try again in a moment.
"Could not change the path. Try again." or "We could not check this change. Try again.": click the button again.
"We could not find a match. Pick the path that fits you best.": your answers did not match one path. Choose the closest card yourself.
"The guide is not available right now.": try again later or ask the QrX team in the chat.
Need help? Click Chat at the bottom of the Help Center.