First, What Is a Flow?

In EasyBiz, a Flow is a short form that appears at a specific moment during an order, to collect extra information or capture evidence like a signature or a photo. Flows keep your order screen clean by only showing what staff need to fill in at that moment. There are several types of Flows, each tied to a different moment in the order:

Flow type When it runs
Line item steps When staff add a specific item to an order
Checkout steps Just before an order is confirmed at the POS, in Console or online
Close of Day Flow When staff close the day at the POS counter
Packing Flow When staff pack the items at the end of production.
Delivery Flow When the driver delivers the order to the customer.

Line item steps and checkout steps are set up on each business unit, on its Selling tab. Line item steps were called Line Item Flows before 1 October 2026. The other flows are built under Settings → Process Flows.

This article focuses on line item steps. The rest have their own guides.

What Are Line Item Steps?

Line item steps are set for the items they apply to, such as specific products, items in a unit like kg, or all items. When staff tap that item, the steps open and ask for whatever information that item needs. When staff finish the steps, the item is in the cart with all the details recorded and the price calculated.

Here are some example for what staff are asked for depends on the item and the business:

  • For a laundry shop → A curtain needs its measurement before the price can be calculated. Staff enter the quantity for example 25 sqft and the number of pieces for example 5. The system calculates 25 × $3.50 = $87.50 and print 5 labels, one per panel. No manual price entry, no guessing how many labels to print.

  • For a bag repair shop → A bag needs its color, serial number, and a photo of its condition recorded at drop-off before any work starts. Staff fill in the details, and everything is saved to the order for the repair team.

The steps work the same way in both cases, they just collect different information depending on what you configure.

When to Use This

Use line item steps when an item needs extra information captured at the time of drop-off that cannot be determined from the price list alone.

For laundry:

  • Items priced by weight (bulk wash, duvets, comforters)

  • Items priced by square footage (curtains, drapes, carpets)

  • Items priced by length (rugs, blinds)

For bag repair

  • Items that need condition photos, color, serial number, or damage notes recorded at intake

If every item has a fixed price per piece and needs no extra details at drop-off, you do not need line item steps.

How It Works

You set up line item steps on your Business Unit: Settings → Business Units → your unit → Selling tab → Staff checkout → Line item steps. Each set has two parts:

  1. The steps, which make up the form that appears when staff add the item.

  2. An Apply To choice, which decides which items open the steps: all items, all service items, all retail products, specific units or specific products.

Each item uses one set: the one for its product, else the one for its unit, else the one for all items.

When staff tap a matching item at the counter, the steps open. They fill them in, the price calculates (where applicable), and the item lands in the cart. Normal fixed-price items with no steps attached still work as tap-and-add.

FAQs

What is the difference between line item steps and checkout steps?

Line item steps run when a specific item is added — they apply to catalog items and run once per line item. Checkout steps run once for the whole order just before it is confirmed — for example, to collect a delivery instruction or a signature.

Do I need to set this up before going live?

Only if your items need extra details captured at drop-off. Most standard laundry shops with fixed-price items go live without any line item steps configured.

Can one set of steps cover multiple items?

Yes. Use Apply To to pick the units or products it is for, or leave it empty for all items. A single set for kg and sqft can cover curtains, rugs, and duvets if they all use the same steps.

Can I use this for bag repair intake?

Yes. You can add a Take Photos step and your own custom fields, such as color, serial number and a condition choice. The steps run the same way — staff tap the item and fill in the form when it is added to the order.

What's Next

Choose the guide for your business type: