Topic inOrders & Workflows
Order Management
5 articles
Day-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.
Topics in Orders & Workflows
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.
Read article
More topics in Orders & Workflows
Keep exploring — pick another topic from this category.