Learn EasyBizPOS Step by Step

Welcome to EasyBizPOS! Setting up your business takes just a few minutes. Here's how to get going.

• Create your accountSign up with your email, verify it, and your business workspace is created instantly — your first month is free.
• Set up your business profileAdd your business name, logo, currency, tax settings and branches under Settings.
• Choose your modulesActivate the modules you need — POS, Inventory, Finance, HR and more. You can add others anytime.
• Invite your teamCreate users, assign roles and set permissions so each staff member sees only what they should.

Your catalog powers your sales and stock. Add products individually or import them in bulk.

• Create categories & brandsOrganise your catalog with categories, brands and units of measure for easy browsing.
• Add a productEnter the name, price, cost, barcode and tax group. Add an image and set the opening stock level.
• Add variations (optional)For items with sizes or colours, set up attributes and variations — each tracks its own stock.
• Set pricingApply price lists and customer pricing rules for wholesale, retail or member pricing.

The point-of-sale screen is where the action happens. It's built for speed and works online or offline.

• Open a register sessionStart your shift by opening the register with a float amount to track cash accurately.
• Add items to the saleScan a barcode or search by name. Adjust quantities and apply discounts as needed.
• Take paymentChoose one or more payment methods, split payments, and print or email the receipt.
• Hold & recallPark a sale to serve another customer, then recall it later — nothing gets lost.
• Close the registerAt the end of the shift, count cash and close the session for an accurate reconciliation.

Keep your stock accurate across every branch with real-time tracking and clear movement history.

• Monitor stock levelsView live quantities per branch and get alerts when items run low.
• Transfer stockMove inventory between branches with stock transfers that update both locations.
• Run a stock takeCount physical stock and reconcile against the system to fix any discrepancies.
• Track movementsEvery sale, purchase, transfer and adjustment is logged for a full audit trail.

Restock smarter by managing suppliers and purchase orders in one place.

• Add suppliersStore supplier details, contacts and payment terms for quick reordering.
• Create a purchase orderBuild a PO, send it for approval, and track its status until received.
• Receive stockMark goods received to automatically update inventory and your payables.
• Record paymentsLog supplier payments — they post straight to your accounts.

Your books stay current automatically — sales and purchases post to the right accounts as they happen.

• Review your chart of accountsEasyBizPOS sets up a standard chart of accounts you can customise to fit your business.
• Record expensesLog expenses by category so they appear in your profit & loss instantly.
• Post journal entriesMake manual adjustments with double-entry journals when needed.
• Close fiscal periodsLock periods after reconciliation to keep your records clean and final.

Manage your team and pay them accurately without leaving the system.

• Add employeesCapture employee details and assign them to departments.
• Define salary componentsSet up earnings and deductions that make up each payslip.
• Run payrollGenerate a payroll run, review it, get approval, and produce payslips.
• Control accessUse roles and permissions to keep payroll and sensitive data secure.

Turn your data into decisions with live dashboards and detailed reports.

• Check your dashboardSee sales, top products and key metrics at a glance the moment you log in.
• Run detailed reportsGenerate sales, inventory, tax, cash-flow and staff performance reports for any date range.
• Export & shareDownload reports as CSV or PDF to share with your team or accountant.