11 guides · 3 topics
Orders & Workflows
Order intake, procedures, status, and line-item flows.
Topics in Orders & Workflows
Line Item Flows
1 articlesLine item steps ask staff for details on one item as they add it to an order, such as its weight, its number of pieces or a photo. Most shops with fixed prices don't need them.
Order Management
5 articlesDay-to-day settings for handling orders: what the Console's New Order page offers your team, and how to correct a sale and give money back. The steps every order goes through are set on each business unit's Pipeline tab.
Customize the Console New Order Page
Open EasyBiz Console settings and select Checkout to choose what the Console New Order page sells.
Read articleProcessing Refunds and Returns
A customer brings items back or was overcharged: correct the sale first, then give the money back the right way for how they paid.
Read articleTaking an Order in the Console
A customer calls to book a pickup for 3 bags of laundry. Want to take that order from your office computer without opening the POS? Here's how to do it on the Console's New Order page.
Read articleFinding and Working on an Order
A customer messages you asking when their shirts will be ready, and you can't find their order. Want to find it in seconds and update it while they're still on the line? Sales › Orders is where you do it.
Read articleCollecting What a Customer Still Owes at Pickup or Delivery
A customer paid a $20 deposit at drop-off and is back to collect their bag. Want staff to take the rest without having to hunt for the order? Here's how to collect the balance wherever the handover happens.
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Flows & Steps
5 articlesFlows are short lists of steps your staff go through at a set moment, such as checks before an item is packed. You find them in Settings › Flows. The steps staff answer when they take an order, add an item or hand an order back are set on each business unit instead.
Introduction to Flows
Staff forgetting to photograph items before they are packed? A flow puts a short checklist in front of them at the right moment, so every order gets the same checks.
Read articleSetting Up Quantity and Pieces Steps
Tired of staff doing kilo maths at the counter and printing the wrong number of tags? Quantity and pieces steps ask for the weight and the piece count in one go, so the price and the labels are right first time.
Read articleSetting Up the Close of Day Flow
Counts not adding up at the end of the day? Have staff check the cash count and sign off before they submit the day.
Read articleBuilding a Packing Flow
Are items going out with missing tags or no photo? A packing flow gives your staff the same checklist for every order.
Read articleSteps You Can Add to a Flow
Not sure whether to ask for a photo, a signature or a note? This list shows every step and when it's useful.
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