Your market, company, business unit, prices and POS app are in place, so your first shop opens with something to sell.

Before You Start

  • Read Introduction to EasyBiz POS first. It explains shops, POS apps, devices and the words used in this article.
  • You need a current trial or subscription. Without one, the Add Shop page shows Add training location is unavailable and the message "A current trial or subscription is required to add a training location."
  • You need access to Settings in the EasyBiz Console, for example as the account owner or an admin.

If you set this up before: your existing markets, locations, companies, business units and price lists are kept, and a new shop uses them as they are.

Overview

Every POS shop is built on a few things you set up once for your whole account. Your market sets the currency, your location sets the city and time zone, and your company is the business that owns the shop's invoices and tax. Your business unit decides what the counter sells, from a price list or product collections. Your POS app, the screens your staff use at the counter, comes next, then payment providers, devices and printers when you need them. Setting things up in this order means each step is ready when the next one asks for it.

Where it matters

  • Console: you set up each item in Settings, then add the shop under Point of Sale.
  • POS: staff see your items and prices, and take payments in your market's currency.
  • Customers get receipts and invoices in the right currency and local time, with your company's details on invoices.

Why Set It Up First

  • The Add Shop form needs it. The form asks for a market, a city and a company. It only lets you pick ones that already exist, so you can't finish it with any of them missing.
  • The counter needs something to sell. A shop whose business unit has no price list or collections shows "This business unit has no catalog. Configure a price list, choose catalog tabs, or both." Your staff see that message on the POS and can't take an order.
  • The device needs a POS app. A new account has no POS app. A device signed in without one has no Checkout page, so your staff can't take even a practice order.
  • Some choices are permanent. A shop's market and city can't be changed after you add it, so the currency and time zone it uses are fixed from day one.

Where to Find These Settings

All the steps below start from the same Settings page:

  1. Click the ⚙️ Settings icon in the top-right corner.
  2. Under the Company & business structure section, set up Markets & Locations, Company and Business Units.

Console Settings page with the Settings icon and the Business Units, Company and Markets & Locations cards outlined under Company & business structure

  1. Under the Catalog & Pricing section, set up Price Lists and the Product Catalog.
  2. When everything is ready, under the Sales Channels section, click Point of Sale to add your shop.

Console Settings page with the Settings icon and the Point of Sale card under Sales channels outlined

The Setup Order

1. Market & Location

A market is the country you sell in, such as Singapore or Malaysia. It sets your currency, phone dial code and language format on receipts, invoices and customer pages. A location is the city or area inside that market, such as Tampines. It sets the time zone your shop works in.

Most shops need one market and one location to start. Add a location for each area where you will open a shop.

Markets & Locations page showing the Singapore market in SGD, with the Singapore location outlined

For the full setup guide, see Introduction to Markets & Locations.

2. Company

Your company is the business your shop's orders, invoices, tax and reports belong to. Each company belongs to one market, and the Add Shop form only lists companies in the shop's market.

If the market has no company, the Add Shop form shows No Company for this market with the message "Set up a Company for this market, then return to add the POS location." Click Set up Company to create one.

Add Shop page with a market that has no company, showing the No Company for this market warning and its Set up Company button outlined

For the full setup guide, see Creating and Configuring a Company.

3. Business Unit and what it sells

A business unit is one way of running your business, such as Laundry, Bag Repair or Home Cleaning. The POS takes its items, prices and receipt layout from the business unit, so your counter is empty until one is set up. See Introduction to Business Units.

What the counter sells depends on your type of business:

  • Laundry: a price list with a fixed price for every item, for example Shirt S$2.50 and Trousers S$4.00. Staff tap the item and the price is already there. See Introduction to Price Lists.
  • Bag repair: product collections, where each collection becomes a tab of jobs on the POS, such as Cleaning, Repairs and Colouring. Each job uses the price set on the product, which suits work priced job by job.

You then choose the price list or collections for each business unit on its Catalog tab. See Choosing What You Sell and Your Prices.

4. Your POS app

A POS app is the set of pages your staff see on the counter screen, such as Checkout and Orders. The shop holds your outlet's details, and the POS app decides what its device shows. A new account starts with no POS app, so create one before you sign in a device.

You can add a shop before your POS app is ready. Your staff can only practise once a device is signed in with a POS app that has a Checkout page.

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

Console Settings page with the Settings icon circled in red and the Point of Sale card under Sales channels outlined in red

  1. On the left, under your POS apps, click Add New App .

Console Point of Sale page on a new account, with No POS apps yet. on the left and the Add New App button outlined

  1. Choose a template, fill in the details and click Create App .

Console new Service POS app panel with the name CleanFast Counter, the Checkout and Orders pages, and the Create App button outlined

One POS app can run on all your shops, and you can keep editing and publishing it later. Every page and option is explained in Creating Your POS App and Using the Editor.

5. Payment providers

Use this only if you want the POS to take card or QR payments through a payment provider. Cash works without one. Connect Stripe or HitPay after your market is set up, because each market connects its own payment account.

6. Devices

Decide which device will be the counter screen at each shop: a Windows PC or Mac, an iPad, or an Android tablet of 10 inches or more. A phone can only be a paired device. Introduction to EasyBiz POS lists what each device needs.

The POS has no offline mode, so each counter needs stable Wi-Fi or a wired internet connection while the shop is open.

7. Printers and other hardware

Printers are optional. You pair them inside the POS after a device is signed in, so you can add them any time. If you plan to buy some, check these first:

  • Receipt printer: must support the ESC/POS printer language.
  • Label printer: must support TSPL, or a confirmed TSPL copy mode. A brand name alone doesn't prove it works.
  • USB: works in Chrome or Edge on a Windows PC or Mac, and in the EasyBiz POS app on an Android tablet. It doesn't work on an iPad.
  • Bluetooth: the printer must support Bluetooth Low Energy (BLE). Printers that only support the older Bluetooth Classic don't work.
  • Network (Wi-Fi or cable): works only in the EasyBiz POS app, version 3.2.0 or later, on an Android tablet or iPad on the same shop network. A browser can't print to a network printer.
  • Cash drawer: plugs into the receipt printer's DK port, not into the POS device.
  • Customer-facing display: a spare iPad or Android tablet with the EasyBiz POS app, paired to your counter, where customers check and sign their order.

For every connection rule and the pairing steps, see Connecting Your Printers to the POS.

Optional: staff clock-in PINs

You can give each counter staff member a PIN to clock in and out on the POS, so you know who worked when. It is optional, and the POS works fully without it. See Set Up POS Staff Management.

Example Setup

CleanFast Laundry is opening two shops in Singapore. Before adding either shop, the owner works through the list:

  1. Market & Location: the Singapore market in S$, with two locations, Tampines and Jurong.
  2. Company: CleanFast Laundry Pte. Ltd., set up in the Singapore market.
  3. Business units: Laundry, selling from the Singapore Price List (Shirt S$2.50, Trousers S$4.00, Duvet S$25.00), and Bag Repair, selling from three collections: Cleaning, Repairs and Colouring.
  4. POS app: CleanFast Counter, created from a template, with Checkout and Orders pages, used by both shops.
  5. Payment provider: HitPay, for card and PayNow QR at the counter.
  6. Devices: one Android tablet at each counter as the Main POS, plus a staff phone in Jurong for bag photos.
  7. Printers: one ESC/POS receipt printer with a cash drawer, and one TSPL label printer for each shop.

Customers drop off and collect at the counter in both shops. CleanFast also delivers, which is set up separately and doesn't stop a shop being added. See Letting Customers Book Online.

When the owner adds the Tampines shop, the form already picks Singapore and CleanFast Laundry Pte. Ltd., because each is the only one. The owner chooses Tampines as the city, types the shop name and code, and adds the shop. Because CleanFast Counter already exists, staff can sign in the Tampines tablet and start practising straight away.

Other types of business

  • Bag repair only: use product collections instead of a price list. A paired phone at the counter takes photos of each bag at drop-off.
  • Home cleaning: jobs are booked and done at the customer's home, and many cleaning businesses have no counter at all. Set up bookings first, and add a POS shop only if you have a walk-in counter.

FAQs

I haven't set up my price list yet. Can I still add a shop?

Yes. A new shop starts in training, so staff can practise on it. Until the business unit has a price list or collections, the counter shows "This business unit has no catalog. Configure a price list, choose catalog tabs, or both." Finish it before you take the shop live.

What's the difference between a price list and collections?

A price list suits fixed prices for many items, such as a laundry where a shirt is always S$2.50. Collections suit a smaller range of jobs, each priced on the product, such as bag repair. One business unit can use both, for example a laundry price list plus a tab of retail products such as detergent.

Do I need a printer before I go live?

No. You can take orders and payments without a printer, and pair printers in the POS whenever you are ready. Until then, customers don't get a printed receipt at the counter.

Why can't I add a shop?

Check three things. You need a current trial or subscription, the shop's market needs at least one location, and that market needs a company, or you see "No Company for this market". On accounts still on older billing, Add Shop opens a form that says "No company in this country yet. Add one in Settings › Company, then come back to add this shop."

Do I need a POS app before I add a shop?

No. You can add the shop first. You need at least one POS app before you sign in a counter device, because the device takes all its pages from the POS app.

Can I set up my Online Store first?

Yes. The Online Store uses the same market, location, company and business unit as your shops, so whichever you set up first, the other reuses it. See Introduction to Online Store & Mobile App.

Is staff clock-in mandatory?

No. Clocking in is optional unless you set your POS app's Time Clock to require it. Then staff must clock in with their PIN before using the POS.

What's Next

You now have your market, company, business unit, prices and POS app ready, and you know which devices and printers your counter needs. Next, add your first shop and let your staff practise safely before real sales in Adding a Shop and Practising in Training Mode.

If your shops already came over from POS 2.0, skip to Signing In, Switching and Signing Out a POS Device.