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Order Status Explained
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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
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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
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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
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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
.
Orders & Quotes
Probably the most important part of Easify is the
Orders & Quotes
main window.
It is from here that you will create quotes for your customers, turn quotes into orders, progress orders through various stages to completion at which point you can print invoices and track payments made.
For the remainder of this help file we will refer to
quotes and orders
simply as
orders
. After all, a quote is just an order that hasn't been placed yet.
You can open the
Orders & Quotes
window either by clicking the
Orders & Quotes
button in the bottom left of the Easify main window, or by selecting
Orders & Quotes -> View Orders & Quotes
from the main menu.
The Orders & Quotes window gives you an instant view of all the orders and quotes that you have raised in Easify.
Filtering Your View of Orders & Quotes
On the toolbar are a number of filters that you can apply in order to narrow the view down to just the items that you are interested in. When you first open the orders & quotes window your initial view will be of all active orders that were raised within the current year. This gives you easy access to your current workload.
Searching
To search for an order enter your search in the search text box and click the
button. The order list will be narrowed down to only the orders that contain your search text.
Filtering by Order Status
You can narrow your view down to show orders of a particular status such as
Quote
,
Awaiting Parts
,
On Hold
,
Complete
etc...
Click here for a description of all the Easify order statuses
.
Filtering by Paid / Not Paid
You can easily see who's paid and not paid for an order by selecting
Paid
or
Unpaid
from the
Paid
drop down list filter. To view both paid orders and unpaid orders select blank in the
Paid
drop down list.
Filtering by Invoiced / Not Invoiced
Use this filter to view which orders have been invoiced and which ones haven't. In combination with the
Paid
filter you can easily see which orders are invoiced but not yet paid.
Filtering by Year
Over the years you will hopefully win and complete many orders, when using the Orders & Quotes window you won't want to see orders from years ago. For this reason when you first open the Orders & Quotes window the view is filtered to the current year. You can view orders for other years by selecting the year you want in the
Year
drop down list filter. If you wish to view orders for all years, select blank in the
Year
drop down list filter.
Sorting
As with most windows in Easify you can click the column titles to sort a column by that value. This is a handy way to group similar type of orders. For example if you click the
Status
column heading all orders of a similar status will be grouped together. Similarly sorting by
Date Due
(if you schedule your orders) will group orders that are due on the same date.
Customising the Orders & Quotes Window
You can choose which columns to display by right clicking any where within the Orders & Quotes Window and selecting
Choose Columns
.
Note: You may not have permission to view all of the available columns. Your system administrator can grant you permission via Easify Security settings if appropriate.
You can also drag the columns of the Orders & Quotes window into whichever order you prefer.
Working With Orders & Quotes
It's one thing being able to navigate your way around your orders and quotes, you will also need to be able to raise new orders, open them and create copies of them if desired.
To raise a new order or quote, click the
button or from the main menu select
Orders & Quotes -> Add New Order
.
Note: Easify always raises a new order as a Quote. You may then change the status of a Quote into an active order should the customer decide to go ahead with the purchase.
To view the details of, or to edit an order select the order and click the
button, or on the main menu select
Orders & Quotes -> Edit Selected Order
. You can also achieve this by double clicking an order.
If you wish to copy an order, select the order you want to copy and click the
button, or on the main menu select
Orders & Quotes -> Create Copy of Selected Order
.
Note: Copying an order is a great way of saving time when issuing complex quotes. If you often quote for something that comprises many products and or services, then create a quote for it, and simply create a copy whenever you need it.