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Overview
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Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
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Scheduled Orders, Purchases & Backups
Scheduling Overview
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ECommerce with XML/SOAP
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Easify Connector for WordPress / WooCommerce
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What You Will Need
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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
.
Paperwork Designer - Working with Data
One of the most powerful features of the Easify Paperwork Designer is it's ability to combine data from the Easify database with the documents that you create.
The ability to merge data with text and pictures lets you create and edit the kind of documentation you will need in order to run your business such as Quotes, Invoices, Purchase Orders, Customer Statements, Price Labels, Job Cards, Delivery Notes and so on...
The Basics...
Working with data is a fairly technical exercise that requires a bit of explanation. So please bear with me while I cover some of the background you will need to be able to use data within your documents...
When you are working on a document in the PaperWork Designer, the data that is available for you to use in the document is presented to you in the
Field Explorer
.
All of the items (Mergefields as they are known) that you see in the Field Explorer can be dragged onto your document, and when the document is printed the Mergefields will be replaced by the data that they represent.
So for instance, if you drag the
Order Number
Mergefield onto your document, when you print that document the order number will be printed where the {Order Number} Mergefield is situated.
Note:
that when you print the document, any formatting that you have applied to the Mergefield such as font name, font size, font style etc... will be applied to the printed Mergefield.
Document Types - How They Affect Mergefields in the Field Explorer
Now, to complicate matters slightly the Mergefields that you see in the Field Explorer will vary depending on what type of document you are working on...
There are four types of document you can create in the Paperwork Designer:
Customers Documents
Orders & Quotes Documents
Products Documents
Purchases Documents
Each of the above document types has a different set of data associated with it. For example, Products documents are concerned with data relating to specific products such as price labels, whereas Customers documents are concerned with data relating to specific customers i.e. customer address labels etc...
Customer Documents
Customer documents are centered around the data for a single customer such as Name, Address, Payment Terms etc...
When you are working on a customer document the Mergefields in the Field Explorer will reflect the kind of data that is relevant to customers.
Also within the list of available Mergefields for Customers documents is a node (or branch) of data related to Orders.
The
Order
Mergefields within the Field Explorer for Customer documents (say that 10 times quickly) are intended for advanced documents where you want to print a document based on a specific customer, but also include data related to all of the orders that are related to them. An example of this type of document would be
Customer Statements
where you want the document to print for a specific customer, and also include a list of their orders that may still require payment. In this case the Order mergefields would be placed into a details section on the document causing it to be repeated for every order that the customer has.
Click here for more information about Working with Sections
.
Orders & Quotes Documents
Orders & Quotes documents are centered around the data for a single order such as Order Number, Order Total, Date Ordered etc...
When you are working on an Orders & Quotes document the Mergefields in the Field Explorer will reflect the kind of data that is relevant to Orders & Quotes.
Also within the list of available Mergefields for Orders & Quotes documents are nodes (or branches) of data related to Products and the Customer that is associated with the Order or Quote.
The
Product
Mergefields within the Field Explorer for Orders & Quotes documents are intended for advanced documents where you want to print a document based on a specific order or quote, but also include data related to all of the products that are related to them. An example of this type of document would be an
Invoice
where you want the document to print for a specific order, and also include a list of the products on that order. In this case the
Product
mergefields would be placed into a details section on the document causing it to be repeated for every product that the order contains.
Click here for more information about Working with Sections
.
The
Customer
Mergefields within the Field Explorer for Orders & Quotes documents are intended for advanced documents where you want to print a document based on a specific order or quote, but also include data related to the Customer that is associated with it. An example of this type of document would be an
Invoice
where you want the document to print for a specific order, and also include customer information on it.
Products Documents
Products documents are centered around the data for a single product such as Stock Code, Sell Price, Description etc...
When you are working on a Products document the Mergefields in the Field Explorer will reflect the kind of data that is relevant to Products.
Typical Products documents would be price labels, warranty labels, shelf labels etc...
Purchases Documents
Purchases documents are centered around the data for a single purchase such as Purchase Number, Purchase Total, Date Ordered etc...
When you are working on a Purchases document the Mergefields in the Field Explorer will reflect the kind of data that is relevant to Purchases.
Also within the list of available Mergefields for Purchases documents are nodes (or branches) of data related to Products and the Supplier that is associated with the Purchases.
The
Product
Mergefields within the Field Explorer for Purchases documents are intended for advanced documents where you want to print a document based on a specific purchase, but also include data related to all of the products that are related to them. An example of this type of document would be a
Purchase Order
where you want the document to print for a specific purchase, and also include a list of the products on that purchase. In this case the
Product
mergefields would be placed into a details section on the document causing it to be repeated for every product that the purchase contains.
Click here for more information about Working with Sections
.
The
Supplier
Mergefields within the Field Explorer for Purchases documents are intended for advanced documents where you want to print a document based on a specific purchase, but also include data related to the Supplier that is associated with it. An example of this type of document would be a
Purchase Order
where you want the document to print for a specific order, and also include supplier information on it.
General MergeFields
The Field Explorer also contains a number of general fields that do not vary depending on document type and are always the same.
The general Mergefields are used for data that is equally applicable to all types of documents such as Page Number, Page Count, Print Date etc...
That concludes the basics of Working with Data, for more advanced coverage of this topic refer to the subsequent sections:
Working with Sections
Formula Editor
Advanced Field Formatting