17 guides · 6 topics
Configuration & Settings
Permissions, data fields, options, and platform settings.
Topics in Configuration & Settings
Business Portfolio
2 articlesYour Business Portfolio is the top-level record of your business in EasyBiz — the name, branding, and integrations that everything else hangs off. Setting it up is one of the first steps of onboarding.
Introduction to Business Portfolio
The Business Portfolio is the foundational identity of your company within the system. It controls your legal branding on invoices, automates your tax calculations, and defines how your business appears on customer bank statements.
Read articleSetting up your Business Portfolio
Learn how to establish your business identity within the platform. This guide covers configuring essential legal details, setting up automatic sales tax calculations, defining financial rounding rules, and adding your brand elements.
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Company
3 articlesYour Company is the top-level legal entity in EasyBiz, the registered business that appears on every receipt, invoice, and tax filing. This category covers what a Company is, how it fits alongside Business Units and Sales Channels, and how to fill in every setting on the Company edit page. Most shops only ever need one Company, but if you operate multiple legal entities under the same EasyBiz account, this is where you manage each one.
Introduction to Company
Your Company is the legal identity behind everything EasyBiz prints, sends, or charges. Set it up once, and it shows up everywhere a customer sees your business.
Read articleCreating and Configuring a Company
Add a new Company, fill in the legal details and address, and save each section as you go.
Read articleSetting Up Tax and Rounding Rules
Turn Tax on or off, set the rate, and decide how line totals are rounded after tax.
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Markets & Locations
4 articlesMarkets & Locations is where you record which countries your business runs in and which cities you serve. A market is a country, and it holds the currency, language, dial code, and numbering prefix used for every order and invoice in that country. A location is a city inside a market, and it sets the map center and coverage area used for delivery and dispatch. Most shops only need one market and one location, set up during onboarding. The articles below explain how markets and locations work, then walk you through adding each one.
Introduction to Markets & Locations
Markets are the countries you operate in. Locations are the cities inside them. Set them up once and they shape currency, numbering, and delivery range across EasyBiz.
Read articleSetting Up a Market
Add a new country to your account in one click. The preset fills in the currency, locale, dial code, and numbering for you.
Read articleSetting Up a Location
Add a city to your market, then drag the map and adjust the radius to match the area you actually serve.
Read articleExpanding to a New Outlet, Brand, or Country
New outlet, new brand, new city, or new country — each one maps to a different set of EasyBiz building blocks. Here is which pieces to add for each.
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Business Units
3 articlesIntroduction to Business Units
One Business Unit for each type of service you run. This is how EasyBiz keeps your laundry and bag repair orders completely separate.
Read articleSetting Up Your Business Unit
Tell EasyBiz what your business sells and how orders are handled — this is what powers your counter, your online store, and everything in between.
Read articleSetting Up Your Business Unit for Laundry
From your price list to your receipts, here is every section of your Laundry Business Unit, what each one does, when to use it, and exactly how to set it up.
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Custom Fields
2 articlesWhat is Data Fields
Capture the right information at every step — learn what data fields are, which types are available, and how they fit into your workflows.
Read articleConfigure Data Fields
Start building your business forms — add data fields, configure options, and manage everything from one page in the Console.
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AI Assistant
3 articlesEasyBiz comes with a built-in AI assistant that answers questions, looks up your data, and can even make approved setup changes for you. These guides show you where to find it and how to put it to work.
Meet Your AI Assistant
Ask questions in plain language and get answers about your own business — orders, sales, settings, and how-to help — without leaving your Console.
Read articleUsing the AI Assistant for Setup
Describe the setting you want in plain language, review what the assistant proposes, and approve it — no menu-hunting needed.
Read articleAsking the Assistant About Your Business
Ask in plain language — "how were sales last month?", "which customers owe us money?" — and get answers from your own live business data.
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