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18 guides · 6 topics

Configuration & Settings

Permissions, data fields, options, and platform settings.

Company

4 articles

Each Company is a legal business within one Market, the registered entity that appears on every receipt, invoice, and tax filing. This category covers what a Company is, how it fits alongside Markets, Business Units, and Sales Channels, and how to fill in every setting on the Company edit page. Most shops only ever need one Company, but if you operate multiple legal businesses under the same EasyBiz account, this is where you manage each one.

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  1. Introduction to Company

    Your Company is the legal identity behind everything EasyBiz prints, sends, or charges. Set it up once, and it shows up everywhere a customer sees your business.

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  2. Creating and Configuring a Company

    Add a new Company, fill in the legal details and address, and save each section as you go.

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  3. Setting Up Tax and Rounding Rules

    Turn Tax on or off, set the rate, and decide how line totals are rounded after tax.

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  4. Managing Sales Periods

    Lock a finished month so old sales cannot be edited, and let corrections post in the current period instead.

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Brand Profile

2 articles

Brand Profiles are reusable customer-facing identities in EasyBiz. Each profile keeps a brand name, logos, and colours together so the same identity can be assigned consistently to a Company, Sales Channel, or customer website. Most businesses only need one default profile, while businesses operating multiple brands can create and assign separate profiles where needed.

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  1. Introduction to Brand Profiles

    A Brand Profile holds what customers see — brand name, logos and colours. Your Company holds the legal identity. This guide explains the difference and where each brand shows up.

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  2. Creating and Assigning a Brand Profile

    Create a Brand Profile, upload each logo version, set your brand colours, and assign the profile to a shop, an online store or your website.

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Markets & Locations

4 articles

Markets & Locations is where you record which countries your business runs in and which cities you serve. A market is a country, and it holds the currency, language, dial code, and numbering prefix used for every order and invoice in that country. A location is a city inside a market, and it sets the map center and coverage area used for delivery and dispatch. Most shops only need one market and one location, set up during onboarding. The articles below explain how markets and locations work, then walk you through adding each one.

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  1. Introduction to Markets & Locations

    Markets are the countries you operate in. Locations are the cities inside them. Set them up once and they shape currency, numbering, and delivery range across EasyBiz.

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  2. Setting Up a Market

    Add a new country to your account in one click. The preset fills in the currency, locale, dial code, and numbering for you.

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  3. Setting Up a Location

    Add a city to your market, then drag the map and adjust the radius to match the area you actually serve.

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  4. Expanding to a New Outlet, Brand, or Country

    New outlet, new brand, new city, or new country — each one maps to a different set of EasyBiz building blocks. Here is which pieces to add for each.

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Business Units

3 articles
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  1. Introduction to Business Units

    One Business Unit for each type of service you run. This is how EasyBiz keeps your laundry and bag repair orders completely separate.

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  2. Setting Up Your Business Unit

    Tell EasyBiz what your business sells and how orders are handled — this is what powers your counter, your online store, and everything in between.

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  3. Setting Up Your Business Unit for Laundry

    From your price list to your receipts, here is every section of your Laundry Business Unit, what each one does, when to use it, and exactly how to set it up.

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Custom Fields

2 articles
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  1. What is Data Fields

    Capture the right information at every step — learn what data fields are, which types are available, and how they fit into your workflows.

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  2. Configure Data Fields

    Start building your business forms — add data fields, configure options, and manage everything from one page in the Console.

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AI Assistant

3 articles

EasyBiz comes with a built-in AI assistant that answers questions, looks up your data, and can even make approved setup changes for you. These guides show you where to find it and how to put it to work.

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  1. Meet Your AI Assistant

    Ask questions in plain language and get answers about your own business — orders, sales, settings, and how-to help — without leaving your Console.

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  2. Using the AI Assistant for Setup

    Describe the setting you want in plain language, review what the assistant proposes, and approve it — no menu-hunting needed.

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  3. Asking the Assistant About Your Business

    Ask in plain language — "how were sales last month?", "which customers owe us money?" — and get answers from your own live business data.

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