Signing In, Switching and Signing Out a POS Device

Your counter tablet shows the CleanFast Counter checkout for your Tampines shop, signed in from the Console in under a minute, and your staff never type a password.

Before You Start

• A shop: the device signs in to one POS shop. If you have not added one yet, see Adding a Shop and Practising in Training Mode.
• A POS app: the screens the device shows, such as Checkout. Create at least one first in Creating Your POS App and Using the Editor. A new account has none, and a device signed in without one has nothing to take orders on. You can keep editing and publishing the app after the device is signed in.
• A counter device: a Windows PC or Mac with Chrome or Edge, or an iPad or Android tablet of 10 inches or more with the EasyBiz POS app (download it from Google Play for Android or the App Store for iPad). For the full list, see What to Set Up Before Your First Shop.
• Access: you need a Console login that can manage the Point of Sale.

If you set this up before: signing in still works with the same 8-character code. The Sign in to a shop POS button now sits on the Point of Sale page, below your POS app preview.

Overview

Every counter device must be signed in to a shop before your staff can take orders on it. Instead of a username and password, the device shows a short code, and an admin types that code into the EasyBiz Console. This keeps your Console password off the shop floor and lets you choose exactly which shop and which POS app each device opens. The same screens let you sign a device out, move it to another shop, and see which devices are using each shop.

Where it works

• Console: you sign the device in, choose its shop and POS app, and see each shop's devices on its shop card.
• POS: your staff see the sign-in code, then the POS app once you sign it in. Settings on the POS is where they sign out.

Why set it up

Signing in from the Console saves you from sharing your password with every shift. You decide which shop each device sells for, so orders and sales always land in the right shop's reports. If a device is lost or replaced, you sign in the new one and the old one stops working at that shop.

If you skip this, the device stays on the sign-in code screen and your staff can't take orders.

Sign in a device

There are two sides to this: the device at the counter shows a code, and you enter that code in the Console. You can do the Console part from anywhere, so staff can send you a photo of the code over WhatsApp.

Step 1: Get the code on the device

In a browser (Windows PC or Mac):

1. Open Chrome or Edge and go to newpos.easybizcloud.com.
2. The screen shows EasyBiz POS on the left and a large Device Code on the right, with Waiting for authorization under it.

In the EasyBiz POS app (iPad or Android tablet):

If the tablet does not have the app yet, download EasyBiz POS from Google Play for Android or the App Store for iPad.

1. Open the EasyBiz POS app. It asks How will you use this device?
2. Under Main POS, tap Set up as main POS.
3. The Device Code appears, the same as in the browser.

Main POS means the counter till that takes orders, collects payment and prints receipts and labels. The other choice, Paired device, is for a customer-facing screen or a staff phone that works next to the till. See Connect a Customer-Facing Display to Your POS for that.

About the code

• It is 8 capital letters, shown as two groups of four, for example KPRW-TLMB.
• It lasts 30 minutes. When it runs out, the screen shows a new one by itself.
• If the Console says the code didn't work, tap Generate new code on the device and use the new one.

Step 2: Open the sign-in window in the Console

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Sales Channels section, click Point of Sale.

3. Click Sign in to a shop POS, below your POS app preview on the left.

The Sign in to a shop POS window opens. On the left, Install POS App shows how to install the POS on Windows, macOS, Android and iOS, with a POS App Link you can copy. On the right is Sign In to POS, where you enter the code.

Step 3: Fill in Sign In to POS

• Sign In Shop

Choose the shop this device will sell for. Each shop shows its short name and a tag:

If you only have one shop, it is chosen for you.

• POS App

Choose the POS app this device will show, for example CleanFast Counter. If you only have one POS app, it is chosen for you.

If the list is empty, your account has no POS app yet. Create one in Creating Your POS App and Using the Editor, then come back to this window.

• Enter the 8-character code displayed on the POS screen

Type the code from the device. You can leave out the dash, and small letters turn into capitals as you type.

When you have chosen the shop and the POS app and typed the code, click Sign in.

The code box clears, so you can sign in the next device straight away. On the counter, the device shows Signing in... and then opens the POS app.

Example setup

CleanFast Laundry has a new Android tablet for the Tampines counter.

1. The Tampines staff open the EasyBiz POS app, tap Set up as main POS and send the owner a photo of the code KPRW-TLMB.
2. At home, the owner opens Point of Sale in the Console and clicks Sign in to a shop POS.
3. The owner picks CFT (Live) under Sign In Shop, CleanFast Counter under POS App, types KPRW-TLMB and clicks Sign in.
4. A few seconds later the tablet shows the CleanFast Counter checkout, and Tampines starts taking orders.

See which devices use a shop

Each shop card on the Point of Sale page has a Tills row. A till is a counter device signed in to that shop and used in the last 30 days. They are named Till 1, Till 2 and so on, and the row says None yet until the first one signs in.

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Sales Channels section, click Point of Sale.

3. On the Shops tab, find the shop card and click its Tills row.

The Tills window shows each till's Device, when it Signed in, when it was Last used, its Internet connection and its App version. A till marked Different internet used another connection from the rest of the shop, for example a phone hotspot while the shop's Wi-Fi was down.

Sign out a device

Sign out when you retire a device, hand it to another shop or need to sign it in again.

1. On the POS, tap Settings.
2. Under Account, check Signed in as shows the shop you expect.
3. Tap Sign Out.
4. In Confirm Sign Out ("Are you sure you want to sign out of this POS device?"), tap Sign Out.

The device goes back to the code screen, ready to be signed in again.

The App section of the same Settings page shows the POS App name and Version, with a Reload App button that reloads the POS without signing out.

Move a device to another shop

There is no switch-shop button. To move a device, sign it out and sign it in again for the other shop.

1. On the device, sign out as shown above.
2. In the Console, open Sign in to a shop POS.
3. Under Sign In Shop, choose the new shop, then enter the new code and click Sign in.

For example, to lend the Tampines tablet to Jurong for a busy weekend, sign it out at Tampines and sign it in to CFJ (Live).

How it works with other features

One device per shop, unless Multi-Station is on

A live shop normally runs on one main POS. If you sign in a second device to the same shop, the first device is signed out and shows This shop is now signed in on another device, with a new code to sign back in. This stops two tills selling for one shop by mistake. While a shop is in Training, you can sign in more than one device without signing the first one out.

If one shop needs two counters at the same time, turn on Multi-Station for that shop.

1. On the Shops tab, click the shop's name on its shop card to open Shop profile.
2. Turn on Multi-Station, then click Enable in Enable Multi-Station?
3. Click Save.

If you turn this on, every device signed in to that shop stays signed in together. Set the shop's address and Pin Location first. Without them, the switch won't turn on and asks you to select a store location.

EasyBiz support sessions

When EasyBiz support helps you inside your account, a device they sign in shows a banner saying they are in your shop's environment as EasyBiz staff. Their device has its own session. It doesn't sign out your counter, doesn't appear on your Tills row, and stops working when their support session ends.

FAQs

Why was my other counter signed out?

Someone signed in another device to the same live shop, and Multi-Station is off for that shop. Turn on Multi-Station in the shop's Shop profile if you want both to stay signed in.

What happens to unpaid orders when I sign out?

Saved orders, paid or unpaid, are kept in your EasyBiz account, not on the device. Once you sign in again, or sign in any other device to the same shop, they are there to collect payment.

Who can sign out the POS?

Anyone using the POS can tap Sign Out in Settings. Only someone with a Console login that manages the Point of Sale can sign a device back in.

Why does Sign In Shop show Training next to my shop?

That shop is still in Training, so its orders are practice only. To take real orders, see Taking a Shop Live, or Moving It Back to Training.

Can I sign in a device before my POS app is ready?

You need at least one POS app first, with a Checkout page, so you can choose it when you sign in. It doesn't have to be finished: your staff see what the app shows today, and signed-in devices get each change as soon as you click Publish in the editor. See Creating Your POS App and Using the Editor.

Can EasyBiz support see my POS?

Only during a support session you asked for. Their device is marked with an EasyBiz staff banner, doesn't count as one of your tills, and never signs out your own counter.

What's Next

Your shop is ready and your counter device is signed in with your POS app, which completes Getting Started with Your POS. Next, choose the pages your staff see on that device in Creating Your POS App and Using the Editor. Happy with the ready-made pages? Skip to Setting Up Payment Methods at the POS.