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Crystal Reports 2008 Runtime SP1 - Error 1935
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ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
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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
.
Raising a New Order
You can raise a new order via the
Orders & Quotes
window, by clicking the
button.
The
New Order
window gives you fine control over every aspect of a quote or an order.
The window comprises a toolbar at the top with a selection of buttons for creating and managing orders. Beneath the toolbar is an area where you can set order information such as order status, order type and order comments.
Below this is a tabbed view that gives you access to the products on the order, internal notes, scheduling, user assignments, hours logging and billing information.
The lower part of the window displays customer information along with the totals for the order.
Note: If you are using Easify in Automatic Stock Control Mode, the order window will display slightly differently to accommodate the advanced features of this mode of operation. These differences will be highlighted where applicable.
In order to raise a new order the following minimum information is required:
Comments
You will need to enter comments for the order in the
Comments
text box. These comments will act as a title for the order, and will print out on quotes, estimates and invoices before the products on the order. The comments should be something like "New computer for the main reception desk", "Site visit to install new underfloor heating controller" or "Various products collected in person" etc... The order comments also appear alongside each order in the Orders & Quotes main window so good comments will help you to quickly identify orders at a later date.
Products
A new order will require products. Adding products to your order is as easy as opening the Products window, finding the product you want and dragging it onto the order.
You may continue to add as many products as you wish by dragging them and dropping them onto your order.
For products that you regularly use you can enter them by their SKU. Simply type the SKU of a product into the
Add Product by SKU
text box and press the enter key. The product will be added to the order.
Easify also features a product picker that lets you search for products from within an order. Click the
Search for Product
button or press the
F3
key to bring up the product picker.
Type in the description or SKU of the product you are looking for and the list of product in the product picker window will be narrowed down to match your search text. When you find the product you are looking for, select it and click the
OK
button (or press
Enter
). The selected product will be added to your order.
Customer
You will need to select a customer for your order. Again, this is as easy as dragging and dropping a customer onto the order...
All you need to do now is click the OK button and accept the changes to the order.
Please read subsequent help topics to learn all that you can do with orders and quotes in Easify...