26 guides · 7 topics
Inventory & Production
Stock, locations, work orders, and production centers.
Topics in Inventory & Production
Catalog & Pricing
1 articlesCatalog & Pricing is the settings area where you tell EasyBiz what your business offers and how to price it — Service Items, Retail Products, Service Options, Add-ons, Accessories, and Price Lists. Start with the overview below, then work through the Product Catalog and Price Lists groups.
Adjustment Options
3 articlesAdd quick surcharge or discount buttons your staff can tap on any order, without rewriting your price list.
Introduction to Adjustment Options
Understand what Adjustment Options are, when to use them, and how they differ from your fixed price list.
Read articleCreate a Discount or Surcharge Option
Set up a new discount or surcharge button your staff can tap on any order.
Read articleGiving Discounts at the Counter
Apply, adjust, and remove discounts on an order at the POS, control which staff can give them, and see where they show on the receipt.
Read article
Price Lists
5 articlesPrice Lists is where you manage what your shop charges customers and agents. Each list holds the products and services you sell with their prices, grouped into categories. You can run different lists for retail customers, for B2B agents, and across different countries. These lists are shared by POS, your Online Store, B2B ordering, CRM, and Marketing, so updating prices in one place updates them everywhere they are used.
Introduction to Price Lists
Understand what a price list is, the three types available, and which one fits your shop before you create one.
Read articleCreate Price Lists
Pick the right type of price list, set up the market and tax basics, and add your products with prices ready to go live.
Read articleSetting Up Consumer Price Lists
Publish a structured price list of all your services and retail products so your POS, online store, and customers always see the right price for the right channel.
Read articleManage Price List Versions
Edit prices safely in a draft, preview them, publish to make them live, and restore an older version if you need to roll back.
Read articleSet Up Agent Pricing for B2B Orders
Create a special price list for an agent, publish it under your B2B business unit, and link it to the agent so their orders use the right rates.
Read article
Product Catalog
7 articlesProduct Catalog is the master list of everything your shop sells or services. It is one page with six tabs: Service Items, Retail Products, Collections, Add-ons, Accessories, and Shared Variants. You describe what you offer here, and pricing for those items is set separately in Price Lists. The catalog is shared across POS, Online Store, B2B, CRM, and Marketing, so anything you add shows up automatically in every channel. Most shops set this up once and only return to it when they add a new product or service.
Introduction to Product Catalog
Understand what Product Catalog covers, where it lives, and how its six tabs relate to each other and to Price Lists.
Read articleAdding Service Items
Add the items your customers bring in for service so they can be selected in POS, Online Store, B2B, CRM, and Marketing.
Read articleAdding Retail Products
Add physical products you sell at a fixed price so your staff can ring them up quickly and track stock correctly.
Read articleAdding Collections
Group your products into named tabs that show up in your order screen, so your staff and customers can find items faster.
Read articleAdding Add-ons
Set up the small extras your customers can add to any order, like Gift Wrapping or Starch, so your staff can attach them at checkout with the surcharge already in place.
Read articleAdding Accessories
Set up the list of small extra items your shop receives with each piece, like dust bags, straps, or hangers, so staff can record them.
Read articleAdding Shared Variants
Save the sizes or options you use again and again, then reuse them across your service items and retail products in seconds.
Read article
Service Options
3 articlesService Options is where you define the kinds of work your shop offers, like Stain Removal, Express Service, Bag Repair, Alteration Type, or Wash Style. Each option carries its own pricing mode (how the price is calculated), and the actual amount is set later in Price Lists.
Introduction to Service Options
Service Options let you charge for add-ons like conditioning, waxing, or repairs without rebuilding your product catalog every time.
Read articleSetting up Service Options
Add a Service Option with a name and a pricing mode, then attach it to products in a Price List to make it sellable.
Read articleSetting Up Price Rules
Learn how to configure smart pricing logic that automatically applies surcharges, discounts, or bundle rates based on specific product attributes or order conditions.
Read article
Inventory Management
6 articlesIntroduction to Inventory Locations
Know which locations to create before your team starts storing items, routing work, or tracking stock.
Read articleManaging Inventory Locations
Create storage areas and sections so your team can recognise where items belong.
Read articleManaging Production Centers
Create production centers so EasyBiz knows where different types of work should be handled.
Read articleConfiguring Work Orders
Create reusable work order templates, auto-generate quality control tasks, and standardize tasks and notes so every job runs smooth, fast, and drama-free.
Read articleIntroduction to Inventory Stock
See what stock you have, where it sits, and when your team needs to add, remove, or transfer it.
Read articleManaging Inventory Stock
Record stock in, stock out, transfers, history, filters, and exports from the Inventory page.
Read article