10 guides · 3 topics
Orders & Workflows
Order intake, procedures, status, and line-item flows.
Topics in Orders & Workflows
Order Management
6 articlesOrder Management is where you define how orders behave in your business — the order types staff can create, the statuses an order moves through, and the workflow that carries it from intake to handover. Set these up once and every POS, app, and online order follows the same rules.
Intro to Order Management
Learn what Order Management is and how it helps you track every order from start to finish.
Read articleConfiguring Order Types
Assign your order pipelines to a business unit so every order follows the right process.
Read articleSet up the Status Library
Define the stages your orders go through, from the moment they come in to when they are completed.
Read articleDesigning Your Workflow
Build the step-by-step pipeline your sales orders follow, from intake to handover.
Read articleCustomize the Admin New Order Page
Open Admin Console settings and select Checkout to customize the Admin New Order page.
Read articleProcessing Refunds and Returns
Issue a full or partial sales return, refund the customer through the right payment method, and see where everything is recorded.
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Process Flows
2 articlesProcess Flows are the short forms EasyBiz shows your staff at specific moments during an order. A flow can appear when a staff member adds an item to the cart, when they confirm the order, when they pack it for handover, or when they hand it to the customer. Each flow is built once and reused across business units, so you change a step in one place and every staff app picks it up. Use this category to learn what a flow is, where it lives in the console, and how to set up the most common one, the Quantity and Pcs flow for items priced by weight.
Introduction to Process Flows
Once you understand what a Process Flow is, you can decide which moments in your shop need one and where to set them up.
Read articleSetting Up the Quantity and Pcs Flow
If your laundry shop charges by weight and prints one label per piece, this flow lets staff enter both at the counter so the price and the labels are correct without any manual maths.
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Line Item Flows
2 articlesIntroduction to Line Item Flows
A Line Item Flow adds a quick prompt when staff add a specific item — so you capture the right details before the price is confirmed.
Read articleSetting Up Line Item Flows for Measurement-Based Items
If you clean curtains, drapes, or any item charged by size or weight, use a Line Item Flow so staff can enter measurements directly when adding the item, the price calculates itself, and the right number of labels prints automatically.
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