Introduction to Business Units

In this article

Your Business Unit is how EasyBiz knows what type of service a customer is ordering and how to handle it from start to finish. Every order belongs to a specific Business Unit, and that unit controls everything — what items appear on screen, how prices are set, what receipts print, and how the order moves from drop-off to collection. Most shops start with one Business Unit. You would only need more than one if you offer genuinely different services.

Contents

What Is a Business Unit?

It groups everything that defines how one line of business operates: what you sell, how items are measured, how the order moves from intake to handover, how work is organized on the shop floor, and what paperwork is generated. Think of it as the complete setup for one service you offer.

How to Access Your Business Unit

Click the ⚙️ Settings icon in the top-right corner
Under the Administration section, click Business Units.
Click the desired Business Unit you want to configure.

What Each Section Does

Once you open a Business Unit, you will see these sections. Each one controls a different part of how your orders are handled.

Section	What it does
Catalog	Defines what you sell — services, products, categories, pricing.
Line Item Flows	Adds prompts when staff add a specific item — e.g. entering a curtain measurement.
Checkout Flows	Optional steps shown at checkout before the order is confirmed — instructions, signature. (Coming Soon)
Order Pipeline	Defines the stages an order moves through from drop-off to completion. (Coming Soon)
Work Orders	Generates per-item job sheets for your processing plant. (Coming Soon)
Packing Flows	Optional per-item packing steps that run during prep, before fulfillment is confirmed. (Coming Soon)
Completion & Handover Flows	Optional steps for completion, collection, delivery, and on-site handover. (Coming Soon)
Documents	Receipts, invoices, and item labels the system prints.

When Do You Need More Than One Business Unit?

Only when you run genuinely different trades in the same shop. Each trade needs its own catalog, its own production stages, and its own documents — so they each need their own Business Unit.

Examples:

Laundry and Bag Repair: different catalogs, different production stages, different work orders.
Laundry and Tailoring: different pricing logic, different measurement capture, different production floor.

If it is all laundry walk-in and home pickup, wash-fold and dry-clean — keep it in one Business Unit. Those differences are handled by Sales Channels and Catalog categories, not separate Business Units.

Note: You do not need a separate Business Unit for different store branches. If all your branches offer the same laundry service, one Business Unit covers them all. Sales Channels handle the differences between locations.

What's Next

Set up your first Business Unit:

Laundry: [Setting Up Your Business Unit for Laundry]
Bag Repair: [Setting Up Your Business Unit for Bag Repair] (Coming Soon)

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Up next

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.