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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
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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
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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YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
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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
.
Order Status
By default every order that you raise in Easify starts life as a quote. When a customer decides to go for a quote, you can change the quote to an active status such as
Awaiting Parts
, In
Progress etc
... You can also set an order to an inactive status such as
On Hold
or
Cancelled
. Finally an order can be
complete
at which stage the only remaining tasks to carry out will be to invoice and bill the customer.
Note: If you would like orders to start life with a different status such as 'In Progress' you can
set the default order status in the Options window
.
Order status does not automatically change (unless you are using the
EPOS
system), rather it is something that you change yourself during the life cycle of an order.
You don't have to use all of the order statuses, and they don't have any special meaning so you are free to use them as best fits your business. However be aware that you have to use the correct type of status to describe the status of an order. So if your order is active, use an active status.
If the order statuses that come as standard don't suit your needs you can edit them so they exactly fit your business. Y
ou can
edit and create order status in the Options window
.
Easify order status can be broken into 4 types of status,
Quote
,
Active
,
Inactive
and
Complete
:
Quote Status
Quote in Progress:
All order start out at the
Quote in Progress
status. This means that the order is in the process of being quoted, but the quote is not yet complete i.e. there is additional work to carry out on the quote before it can be issued.
Note: When an order is copied, the copy will be created with the
Quote in Progress
status.
Quote Complete:
When a quote has been finished and issued to the customer, it should be set to
Quote Complete
. This will remind you that the quote does not need any more work done on it.
Active Status
Awaiting Parts:
Use this status for orders that contain products that are on order.
Build:
If you raise orders for products that have to be built or assembled, this status can be used to tell you which orders are still in the build phase.
Delivery:
Use this when an order is being delivered.
Design:
For when you raise orders for products that need to be designed.
In Progress:
This is one of the most widely used order statuses and is a general purpose status that tells you that an order is ongoing.
In Test:
Used for orders that require a test phase.
New Order:
You can use this status to denote new orders i.e. orders that have just moved from being a quote but have not yet had any work carried out on them.
Scheduled:
If you schedule jobs this status allows you to flag which orders are scheduled.
Note: When you select the
All Active Orders
status filter in the main orders & quotes window, any orders with active status as above are displayed.
Note: If you assign a user to an active order, the order will appear in the users Easify
Active Jobs
list in the main easify window.
Inactive Status
On Hold:
Use this status to place an order on hold, either temporarily or permanently.
Cancelled:
Use this for cancelled orders.
Complete
Complete:
This is the ultimate status and is to be used when an order has been fully completed and the only thing left to do is to bill it.
Order Status and EPOS
As mentioned, Easify does not automatically change order status for you, it is something that you manually change during the life cycle of an order. However if you use the EPOS system, Easify will automatically set order status to the correct status for you as you go.
When you start a new sale in the EPOS system by scanning a product, Easify will automatically raise a new order with a status of
In Progress
.
If you complete the EPOS sale, taking payment in full, Easify will set the order status to
Complete
once payment has been entered.
Note: When you press the F9 key in the EPOS system to load a saved order, the list of saved orders comprises orders that are active, or that are complete but not yet paid in full.