Choosing Which Card Each Page Shows

Your counter staff, office team and drivers each see the details they need on every order, customer and stop, laid out by the cards you made.

Before You Start

• At least one saved card. A card is a small layout that decides what extra details show for one record, such as the phone number under a customer's name. Only saved cards appear when you pick one. See Creating Your First Card, and for work order and task cards, Setting Up Work Order and Task Cards.
• The page you want to change. For the POS, you need a POS app. See Create Your POS App. For job cards, you need a driver app in EasyBiz Mobile App settings, and drivers signed in to EasyBiz Workflow on their phones. See Getting the POS and Driver Apps.
• Access: you need a Console login that can manage the Point of Sale settings and the EasyBiz Console and EasyBiz Mobile App settings.

If you set this up before: the details you used to type into each page's settings now come from a card in Settings › Cards. A page you have not changed shows System Default.

Choose your setup

With Easy only, your counters show your own cards and every other place keeps System Default. You can add the Console and the phone apps later.

Overview

A card only shows once a page picks it. Each page that lists orders, customers, cart items, work orders or driver stops has a card field in its settings, set to System Default until you change it. You choose which of your saved cards that page shows, then publish the page so your team gets it. One card can sit on many pages, so the Tampines counter, the Console and a staff phone can all show the same details. When you later change the card, every page that picked it changes too.

Where it works

• POS: the Checkout cart and the Orders page on every counter signed in with the POS app you changed.
• Console: the Checkout and Order Detail pages, for your whole team.
• EasyBiz Workflow app: the Order List and Contact List of a staff app, and the Job List of a driver app.

Customers do not see cards. They only change what your staff and drivers see.

Why set it up

The card you made does nothing until a page uses it. Picking it puts the right details in front of the right people: the customer's note at the counter, the due date on each work order, the gate code on a driver's stop. Staff stop opening each order to find the same few details, and drivers stop calling the shop to ask how to get in.

If you skip this, every page keeps showing System Default, the standard details EasyBiz shows out of the box. Nothing breaks, but your own cards stay unused.

Where to find it

Each card is picked in the settings of the page that shows it. This table shows where each one sits.

A task card is not picked on a page. You pick it on a work order card, as shown in Setting Up Work Order and Task Cards.

The card field

Every place above has the same card field. It is named after the kind of card it takes, such as Order card or Contact card, with an ⓘ icon that explains what it changes.

Card field

Next to the field is one button:

• Manage cards shows while System Default is picked. It opens Settings › Cards, where you add a card.
• Edit card shows once you pick a card. It opens that card in Settings › Cards.

Picking a card on your POS pages

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Sales channels section, click Point of Sale.
3. At the top of the page, click your POS app, then click Edit.

4. Under Pages, click Checkout, then click the Contact row.
5. In Contact card, pick your card, for example Counter contact.

6. Click the Cart row, then pick your card in Cart item card.
7. To change the order list, go back to Pages, click Orders, then click the Order List row and pick your card in Order card.
8. To change what staff see inside an order, click the Order Detail row. Under Sections, open Line Items to pick a Line item card, or Work Orders to pick a Work order card.

9. Click Publish, then Publish again in Review your changes.

You see "Published. Your counters have the changes." Every counter signed in with this POS app now shows your cards.

Picking a card in the EasyBiz Console

For Intermediate and Advanced setups:

The Console has one setup for your whole team, so a card you pick here shows for everyone who uses the Console, whichever shop they work at.

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Staff app configuration section, click EasyBiz Console.
3. Under Pages, click Checkout.

4. Click the Contact row and pick your card in Contact card. Then click the Cart row and pick your card in Cart item card.

5. To change what your team see inside an order, go back to Pages and click Order Detail. Under Sections, open Line Items or Work Orders and pick your card.
6. Click Publish, then Publish again in Review your changes.

You see "Published. Your team's Consoles have the changes."

Picking a card in your staff and driver apps

For Advanced setups:

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Staff app configuration section, click EasyBiz Mobile App.
3. Under Apps, click the app you want to change.

4. Click the page that shows the card:
   • In a staff app, click its Order List page to pick an Order card, or its Contact List page to pick a Contact card.
   • In a driver app, click its Job List page. The Job card field sits under Map above the list.

5. Click Publish, then Publish again in Review your changes.

You see "Published. Your team's mobile apps have the changes."

Editing a card from the page settings

You can change a card without leaving the page you are setting up.

1. Next to the card field, click Edit card, or Manage cards to add a new card.
2. Make your changes in Settings › Cards, then click Save.

3. Click Back in the top-left corner to return to the page you came from.
4. If you added a new card, pick it in the card field.

If the page has changes you have not published yet, Settings › Cards opens in a new browser tab instead, so those changes stay safe in the editor. Save the card, close that tab and carry on in the editor.

Example setup

CleanFast Laundry's Tampines and Jurong counters both sign in with the CleanFast Counter POS app. The owner wants staff to see each customer's phone number and the note staff keep about them, and wants drivers to see how many bags to collect and the gate code.

They publish the POS app, the Console and the driver app. Counter contact now shows on both counters and in the Console, and the Used on list of the card in Settings › Cards names each place.

What staff and drivers see

At the POS counter: when staff add Mrs Tan to an order at the Tampines counter, the cart shows her phone number and the note "No starch on shirts" under her name.

In the Console: office staff taking a phone order on the Console Checkout see the same details under the customer's name.

In a staff app: on the Order List, each order shows what its order card lays out, such as the customer and the collection date.

In a driver app: each stop on the Job List shows the customer, time and address, with the details its job card lays out underneath, such as the gate code you keep in the customer's note.

Nobody needs to restart anything. Once you publish, or save a card, open apps get the change on their own while the device is online.

Managing it later

• Use a different card: pick it in the card field and publish again.
• Go back to the standard look: pick System Default in the card field and publish. Your card stays in Settings › Cards for later.
• See where a card is used: open it in Settings › Cards and read its Used on list.

Cards only change how records show. Your orders, customers and jobs stay the same, and past orders show with whichever card the page uses now.

FAQs

Why does my card say "Not on any page yet"?

No published page has picked it. Picking a card counts once you publish the page, so check that you clicked Publish after choosing it. A task card says "Not used yet" until a work order card picks it.

Can our Tampines and Jurong shops use different cards?

On the POS, yes, when each shop's counters sign in with a different POS app. Pick a different card in each app. The Console has one setup for your whole team, so its cards are the same for every shop.

I edited a card. Do I need to publish the page again?

No. Saving the card in Settings › Cards updates every page that uses it. You only publish when you pick a different card on a page.

How do I go back to the standard look?

Pick System Default in the card field and publish. Nothing is deleted, and you can pick your card again any time.

Why isn't the change showing on a staff member's phone yet?

Check that you published the app you changed, and that the phone is online. Then check the staff member uses that app: their Mobile App Access decides which app they get. If it still shows the old details, close the EasyBiz Workflow app and open it again.

I changed a staff app page and another app changed too. Why?

Both apps share that page. Open the page, click Make a copy for this app, then pick the card you want in the copy.

What's Next

You have picked your cards on every page that should use them, so your counters, Console and phone apps now show the details your team need. That completes the Cards series. Whenever your shop needs different details, edit the card once in Settings › Cards and every page that uses it follows.