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Installation Error Codes Explained
MSXML6 Setup Failed
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Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
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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
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Customers Options
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Logging Options
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YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
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How to manually uninstall Easify V3
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Easify Version 3 Online Userguide
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
.
Product Options
Since Easify is trusted with the task of recording information about all of your products, it is only sensible that it may also be trusted with keeping track of your stock levels as you buy and sell your products.
Easify provides you with three ways to manage your stock levels...
1. Manual Stock Control
2. Semi-automatic Stock Control
3. Automatic Stock Control
The first tab page of the Options dialogue (
Products
) allows you to specify which type of stock control you wish to use.
From the drop down list labelled
Stock Control Mode
choose the stock control mode that best suits the needs of your business.
Manual Stock Control
If you set Easify to use Manual stock control, Easify will
not
manage your stock levels at all.
When you add products to orders, or process them via the EPOS system, your stock levels will remain unchanged and it will be completely up to you to make sure that your stock levels in Easify are correct.
This most basic mode of operation is best suited to businesses that don't place heavy reliance on how many products they have in stock. For example a self employed plumber may wish to be able to record his products such as lengths of pipe, taps, joints, screws etc... so as to be able to create quotes and invoices for his customers, but may not be particularly worried about maintaining accurate stock levels.
Semi-automatic Stock Control
Semi-automatic stock control mode allows Easify to perform simple stock management for you.
As you sell your products via the Easify EPOS system, or process products in your orders to
delivery
, Easify will automatically deplete your stock levels as you go.
If you bring sold products back into stock, Easify will increase your stock levels accordingly.
This form of stock control works well for small businesses with few Easify end users, where the likelihood of two users trying to sell the same item is low.
Automatic Stock Control
Automatic stock control enables you to use Easify not only to automatically adjust your stock levels as you sell your products, but also to allocate stock to orders.
Allocating products to orders help prevent you from selling them twice, it works a an effective means of reserving stock against orders.
For example, let's say you have a retail shop and you also receive orders via telephone in your back office, let's also say that you have only one of an item left in stock. Someone telephones and buys the product which they will call in for later. Meanwhile someone has wandered into the shop and bought the self same item over the counter from a sales assistant. The telephone customer will need to be informed that the product they just ordered has just been sold in error, news that is unlikely to please them - especially if they have just made a journey to pick up the item.
By using Easify to allocate products to orders, you will be notified whenever you attempt to sell a product via the EPOS that has been allocated (reserved) for someone else. Equally if you do sell an allocated product via the EPOS system, Easify will inform you of the over-allocation the next time you open the order in the back office.