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System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Creating Product Categories and Subcategories
Not only can you enter all of your products and services into Easify, you can organise them into categories and subcategories too.
Spend a little time thinking about how you wish to organise your products and services into categories and subcategories. If you launch Easify in Demo mode you can see how we chose to categorise the products and services of our fictitious company Easify Electricals. Hopefully this will provide suitable inspiration.
Click
Products
in the Main Menu.
Then select
View Products
.
From this window you can add product categories, subcategories and product items.
Using product categories and subcategories, we can organise our products into groups so that we can easily find them later. The first step here is to create your product categories and then add in the subcategories under each category.
Click the
button to add a new product category.
Here you can enter a name for your new category, you can also set default trade and retail margins for the category if desired.
You can enter either a margin or a markup depending on your preference, updating the margin will auto-calculate the markup and vice-versa. The default margins are used when creating subcategories of products, the newly created subcategory inheriting the default margins of the category it is created within. If you apply different margins to different categories this is a great way of always making sure you use the correct margin when creating new subcategories.
Click
OK
when done.
You are now returned to the products window where you will see the your product category listed under "All Products".
Repeat this step to add as many categories as you need.
Once you have the categories you require (you can always add more later), you can add subcategories.
To do this, select the category under which you wish to add your subcategory (in this case
Delivery & Labour
), then click the
button to add your subcategory.
Enter a name for your new subcategory, and if desired change the default trade and retail margins for the subcategory.
Notice that the default trade and retail margins were already present when the
Add New Product Subcategory
window opened, these were taken from the
Delivery & Labour
category that we just created. You are free to change the default margins for the subcategory to whatever you like as they do not have to be the same as the default margins for category the new subcategory is in.
Default margins for subcategories are used when you create new products, a newly created product takes its initial margins from the default margins of the subcategory it is created in. Default margins are also used when you import products without margin information, the margins being taken from the default margins of the imported products subcategory.
Note: You can review and change category and subcategory default margins at any time via Easify Options. This can be found via the main menu
Tools->Options->Products->Default Margins
.
Click
OK
when done.
Continue to add more subcategories as required.
Your subcategories are not always visible. This is the case when the list of categories is being viewed in "collapsed" mode. This is easily seen as each category that has subcategories will show a Plus (+) symbol to the left of the category title.
Clicking on this Plus symbol will expand the list and show the subcategories beneath. Note that the Plus symbol has changed to a minus symbol now.