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Easify Connector for WordPress / WooCommerce
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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 Formulas
Formulas (formulae if you like) are a very powerful feature of the Easify Paperwork Designer that allow you to write your own code to be executed within a document to give you fine control of how the document will print or behave.
Before you read on, please understand that Formulas are an advanced subject and require good knowledge of developing software using Javascript. For this reason we are unable to offer free support to assist with creating or editing formulas and any support requests related to Formulas must be directed to the
Easify Support Forums
for community support.
Ok, if you survived the above disclaimer then may I wish you a very warm welcome to the subject of
Working with Formulas
.
Formulas in the Paperwork Designer are written in Javascript. We're not going to attempt to teach you Javascript here as it would be outside the scope of this guide, and there are plenty of good tutorials out there on the web.
Any formulas that you have in your document get executed just before your document is printed. They can be used to carry out checks prior to printing and pop up prompts to the user, they can be used to hide parts of the document based on certain criteria, or they can be used to generate values for Mergefields.
There are currently three types of Formula that you can use in your documents:
Hide Formula
Hide Formulas can be created/edited by selecting the mergefield that you want to create the formula for and clicking the
Hide Formula
button in the Paperwork Designer toolbar.
Note:
When you select a mergefield, if a formula is present for that field, the image on the Hide Formula button will be coloured in red. If there is no formula the image on the button will be coloured black.
Click here for more information about the Formula Editor.
Hide Formulas are evaluated before the document is printed and if the return result from the formula is
True
then the mergefield will be
hidden
.
For example, if your hide formula (in an Orders & Quotes type document) consisted of the following line of code:
return ({General.VatRegistered} != true);
The mergefield would be hidden if you were not registered for VAT (or Tax)..
Value Formula
Value Formulas can be created/edited by selecting the mergefield that you want to create the formula for and clicking the
Value Formula
button in the Paperwork Designer toolbar.
Note:
When you select a mergefield, if a formula is present for that field, the image on the Value Formula button will be coloured in red. If there is no formula the image on the button will be coloured black.
Click here for more information about the Formula Editor.
Value Formulas are evaluated before the document is printed and the value of the mergefield that they are associated with will be replaced by the return value of the formula.
For example, if your value formula (in an Orders & Quotes type document) consisted of the following line of code:
return ({Order.Product.Weight} * {Order.Product.Quantity});
The mergefield value would be the total weight of the products for that line.
Pre-print Prompt Formula
Pre-print Prompt Formulas can be created/edited via the Menu Editor. To launch the Menu Editor first load the document that you want to work on, then click the Menu Editor button in the Paperwork Designer toolbar.
And in the Menu Editor click the
Prompt before printing
button on the relevant menu.
Note:
If a formula is present the image on the Prompt before printing button will be coloured in red. If there is no formula the image on the button will be coloured black.
Click here for more information about the Formula Editor.
Pre-print Prompt
Formulas are evaluated before the document is printed and the return value of the formula will determine whether the document is printed or not.
If the return value is an empty string then the document will be printed as normal and nothing additional will occur.
If the return value is a string value that starts with the string "
[WARNING]
" without the quotes, then the returned string is displayed to the user (minus the [WARNING] string) in a pop up message with an
OK
button. When the user clicks OK the document is printed as normal. This provides a way to warn the user based on a condition without stopping the print job.
If the return value is a string value that starts with the string "
[QUESTION]
" without the quotes, then the returned string is displayed to the user (minus the [QUESTION] string) in a pop up message with
Yes
and
No
buttons. If the user clicks
Yes
the document is printed as normal. If the user clicks No then the document is not printed. This provides a way to detect a certain condition and ask the user what to do.
If the return value is a string value that does not start with
[WARNING]
or
[QUESTION]
then the returned string is displayed to the user and the document will not be printed.
The Formula Editor
The Formula Editor is a text editor that displays a list of all of the mergefields that are relevant to the document type that you are working on.
To the left is the text editor when you can type in Javascript.
To the right is a tree view containing a list of all of the mergefields at your disposal.
Note:
The list of mergefields that you are given depends on the type of document that you are working on.
Mergefields can be dragged from the right hand tree view into the text editor in much the same way as you would drag a mergefield onto a document. Alternatively you can type the name of the mergefield directly into the text editor by surrounding it with curly braces {}.
When you are done editing your code click the
OK
button to save your changes.