EZ Process Pro | Knowledge Base
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🧠 EZ Process Pro System
System Access & Browser Configuration
🔐 Logging In & Initial Setup
📇 Customer Management
💼 Sales Process
👤 Personal Area
🧮 Inventory Management
📦 Purchase Orders
📊 Reports & Financials
Receipt & Tag Customization
⚙️ System Configuration
Updates
🌐 Website
📂 Getting Started with Your Website
🖼️ Design & Content Management
🛒 Product & Catalog Display
📍 Integrations & Tracking
📬 Forms & Subscriptions
📦 eCommerce & Logistics
🧠 Best Practices
🔌 Integrations
🪑 Ashley Integration
🖥️ Wondersign Integration
💳 ACIMA Integration
🏦 Worldpay Payment Processing Integration
🚚 Dispatch Track Integration
📄 Equifax Integration
🎓 Training & Best Practices
🏁 Intro to EZ Process Pro
🧩 Core Functions
💼 Sales
📝 Ordering
📥 Receiving
📦 Shipping
🏧 Worldpay (Integrated Payment Processing)
📊 Accounting
💰 Payroll
📖 Training Materials
✅ Best Practices
📘 How To Guides
🧾 Accounting & Finance
📦 Inventory Management
🛠️ System Configuration & Setup
👩💼 Employee & User Management
💰 Purchasing & Vendor Manageme
🛍️ Sales & Customer Management
📄 Reports & Analytics
🚚 Shipping & Receiving
🖨️ Tags & Barcodes
🛟 Support & Troubleshooting
🧾 Sales & Transactions Issues
🧾 Point of Sale & Hardware Issues
📦 Inventory & Ordering Problems
👤 User Accounts & Access
Contacting Support
Back to home
EZ Process Pro | Knowledge Base
📘 How To Guides
FAQs
🧠 EZ Process Pro System
System Access & Browser Configuration
🔐 Logging In & Initial Setup
📇 Customer Management
💼 Sales Process
👤 Personal Area
🧮 Inventory Management
📦 Purchase Orders
📊 Reports & Financials
Receipt & Tag Customization
⚙️ System Configuration
Updates
🌐 Website
📂 Getting Started with Your Website
🖼️ Design & Content Management
🛒 Product & Catalog Display
📍 Integrations & Tracking
📬 Forms & Subscriptions
📦 eCommerce & Logistics
🧠 Best Practices
🔌 Integrations
🪑 Ashley Integration
🖥️ Wondersign Integration
💳 ACIMA Integration
🏦 Worldpay Payment Processing Integration
🚚 Dispatch Track Integration
📄 Equifax Integration
🎓 Training & Best Practices
🏁 Intro to EZ Process Pro
🧩 Core Functions
💼 Sales
📝 Ordering
📥 Receiving
📦 Shipping
🏧 Worldpay (Integrated Payment Processing)
📊 Accounting
💰 Payroll
📖 Training Materials
✅ Best Practices
📘 How To Guides
🧾 Accounting & Finance
📦 Inventory Management
🛠️ System Configuration & Setup
👩💼 Employee & User Management
💰 Purchasing & Vendor Manageme
🛍️ Sales & Customer Management
📄 Reports & Analytics
🚚 Shipping & Receiving
🖨️ Tags & Barcodes
🛟 Support & Troubleshooting
🧾 Sales & Transactions Issues
🧾 Point of Sale & Hardware Issues
📦 Inventory & Ordering Problems
👤 User Accounts & Access
Contacting Support
📘 How To Guides
Step-by-step instructions for completing common tasks across the system.
How to Setup a Customer for InHouse Financing
How to Manage InHouse Accounts - Term Financing
🧾 Accounting & Finance
How to Use Accounting
How to Setup Accounting
How to input a rebate you receive from a finance company
How to Confirm Finance Payment
Finance Department - View Reports
How to add Owner's Equity into your system
How to Add a New Asset Type
Adjustments - Correct Items w/ $0 Default Cost
Adjustments - Change Sale Cost
Adjustments - Change Default Cost/Price
Merchant Service Reports - Daily Credit Card Batch
Merchant Service Reports - Auto Draft Decline Report
Merchant Service Reports - Active Auto Drafts
Financial Reports - Tax Exempt Sales
Financial Reports - Store Credits
Financial Reports - Asset Report
How to use the Accounts Payable Reports
Entering Additional Revenue Accounts Not Related to EZ Sales
Setting Up Credit Card Accounts in the System
Add/Edit Bank Accounts
See more
📦 Inventory Management
How to Enter 1st-Time Inventory - Barcode Version
How to Enter 1st-Time Inventory - Manual Version
How to Add Groups and Items
How to Add or Edit Group Categories
How to Add or Edit Item Categories
How to Set Minimum Stock for Items
How to Move an Item to Damaged Once in Inventory
How to Transfer Items
How to Transfer Multiple Items at the Same Time
How to Unreserve an Item
How to transfer items out of damaged
How to View the Total Value of Your Inventory
How do I Throw Away an Item?
How do I retake inventory?
Retaking Inventory
Inventory: Just-In-Time Inventory
How to Associate Item Categories with Items
How to Assign or Edit Alt IDs for Items
How to Create Sets
How to add Inventory Options
Print Barcode Stickers and Put on Boxes
How to Setup Reserve by Location
Adjustments - Change Inventory
Entering Non-Inventory Items
See more
🛠️ System Configuration & Setup
How to Change the System Logo
How to Display an Alternative ID Instead of the Item Number on Customer Receipts and Delivery Memos
How to Add Fabrics and Finishes
How to Limit Login to Location
How to Upload Images
How to Configure Spiffs
How to Add a Location
How to Set a Specific Markup for Manufacturers for a Specific Location
How to Set a Specific Markup for Manufacturers for All Locations
Configure Custom Cost Code
How to Set Sales Prices by Item for All Locations Same
Promotional Area
How do I add a discontinued item to an Integrated Manufacturer?
How to Request the Price List From Your Manufacturers
How to Set Recommended Price by Catergory for All Locations
How to Set Markups for Manufacturers at all Locations
How to Turn on/off Paid in Full
How to Round Prices
How to Add Additional Fees
How to Set Recommended Price for All Locations by The Same multiplier
How to Add a New Receipt
See more
👩💼 Employee & User Management
How to Create a New Employee (Add a User)
How to View and Modify Time Clock Records
How to Configure and Process Payroll
How to Add Payroll Deductions
How to Clock in and out using the timeclock
How to Modify Employee Information
How to handle 1099 Employees
How to Deactivate a User in Ez Process Pro
How to Fill Out Employee Payroll Method
How to Add/Remove Employee Permissions
What do I enter for Wage if I don't plan to use EZ Process Pro for payroll?
See more
💰 Purchasing & Vendor Manageme
How to Pay a Vendor Invoice
How to Order Items through a Purchase Order
How to Pre Pay a PO
Enter Invoice For Stock With No PO
Edit Invoice For Stock With No PO
How to Process a Vendor Return and Credit Request
How To Search for Purchase Orders
How to Process a Return, Bring Back, or a Comfort Exchange
Setting Up Additional Assets in the System
How to Add/Edit a Manufacturer
See more
🛍️ Sales & Customer Management
How do I adjust the price of an item before the sale?
How to Refund to Store Credit
How To Manage Manditory Fields when Completing a Sale
How to Print an Auto-generated Letter for a Sale to Send to a Customer
Making Sales using InHouse Financing
Advertising Area - How to add "How did you hear about us?" Responses
How to View and provide Store Credits from the customer account
Taking a Payment on InHouse Financing Term
How to Manage InHouse Accounts - Revolving Financing
In House Financing
How to Take a Card Payment on a Sale via Worldpay
How to Refund a Partial or Full Payment - Card Processing Integration
How to Add a Restocking Fee
See more
📄 Reports & Analytics
How do I export a list of my customers?
How to Use The View Item Sold by Salesperson Report
How to Use the Track All Money Receipts Report
View Commissions/Spiff Report
How to use the Inventory Movement Report
How to Use the Additional Fee Report
How to Use the View Inventory Adjustment Report
Which Report Should I Run to Find the Delivered Sales
Report of Edited Sales
How to Use the Track All Product Memos Report
How Do I see a list of Taxed and Non-Taxed Sales
How to Use the View Shrinkage Only Report
How to Update Location Information
See more
🚚 Shipping & Receiving
How to Deactivate a Manufacturer
Back Order Memo
Pick List Overview
Shipping Reports
Create Delivery Charges
How to Use Delivery Scheduling
How to Process a Delivery Memo
Shipping Reports
How to Use the Text Sales Report
How to Create a Bring Back Memo
Shipping Reports - Same-Day Delivery
Shipping Reports - Memo # Reports
Receiving Calendar
Shipping Reports - Paid Sales (No Shipping Scheduled)
How to Deteremine Freight Cost
Print Memo - Bring Back Memo
How to Confirm a Bring Back/Exchange Memo
How to Add/Edit a Vendor
See more
🖨️ Tags & Barcodes
How to Print Barcodes
How to Print Price Tags
