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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
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Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
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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
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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
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
Videos
FAQs
Forums
Contact us
Live Chat (Offline)
Find an Easify Reseller
Become a Reseller
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
.
Setup Options
Easify's Private Key
This setting needs to be set to the same secure password in both
Easify
and in
WordPress
.
In Easify you can set the Private Key here:
Easify > Tools > Options > General > Advanced Server Settings > Web Service Private Key
In WordPress you can set the Private Key here:
WordPress > Settings > Easify Settings > Setup > Easify's Private Key
The default Private Key setting is
ChangeThisToYourPrivateKey
Communication Timeout
Stability can be affected by low bandwidth and high latency on the internet connection at either your Easify server or WordPress web server.
This setting helps WordPress to stabilise communication with the Easify server.
If you do not have a stable internet connection between your Easify server and your WordPress web server, this can cause timeout errors when WordPress is requested data from your Easify server.
The default for this setting is
600
seconds (10 minutes).
Easify Web Service Location
First please make sure you have installed the EASU upgrade on your Easify server computer.
The EASU upgrade installs the Easify Web Service onto your Easify server computer.
This setting tells WordPress the location of your Easify server and is a combination of your external IP address and the company name you have set in Easify.
For example, if my external IP was
123.456.789
and my company name was
Easify Electricals Ltd
.
I would set the web service location to
http://123.456.789/EasifyElectricalsLtd/
Please note, in most cases you will need to publish the Easify Web Services to the web, this allows Easify to receive messages over the internet from WordPress.
This is done by completing four steps:
1.
Allow your Easify server to receive messages through its own local software firewall via port 80.
If you are not running the standard Windows XP, Vista, 7 or 8 Firewall, please seek support from your firewall / security software provider's website.
If you are running the Windows Firewall, you can follow this Microsoft guide:
http://windows.microsoft.com/en-gb/windows/open-port-windows-firewall#1TC=windows-7
Please note
, if you are concerned with security you should set everything up on port
443
and use a
security certificate
also known as a
SSL certificate
.
This website provides an easy way to buy and install a security certificate:
https://www.globalsign.eu/ssl/oneclickssl/
Alternatively the more technical process is described in this Microsoft article:
http://support.microsoft.com/kb/324069
If you require further advice and or assistance with this process please contact Easify support.
2.
Make your Easify server computer use a static internal IP address.
Setting this up makes sure your computer doesn't change its ID number (IP address) on your network, so even after a reboot we're still using the same identifying numbers. This means that we don't get a communication failure after either the router or Easify server is rebooted.
This is best setup on your router, some routers make this process easy and explain it in their user manuals.
Alternatively you can set a
static IP
in Windows, here is a guide that can help you with this:
http://portforward.com/networking/staticip.htm
If you require further advice and or assistance with this process please contact Easify support.
3.
Allow your Easify server to receive messages through your router's hardware firewall via port 80.
So your Internet router needs to be told where the Easify Web Services are located on your local network, so if we get requests from the Internet, it knows where to send the traffic.
Some routers make this process easy and explain it in their user manuals.
For help setting this up either consult your router's user manual. Alternatively find your router
make and model
on this website and read their walk through on how to setup port forwarding:
http://portforward.com/english/routers/port_forwarding/
If you require further advice and or assistance with this process please contact Easify support.
4.
Make your router use a static external IP address.
Just as your Easify server needs to have an ID number that doesn't change after a reboot, so does your router.
Please consult your
Internet Service Provider
if you are unsure if you already have a Static IP Address setup. They can also tell you what your static IP address is if you are unsure. This static IP / external IP is used in the
Easify Web Service Location
setting in WordPress.
If you require further advice and or assistance with this process please contact Easify support.
WordPress Web Service Location
Once you have installed the Easify WooCommerce Connector, Easify needs to know where it is.
This information can be found here on the Setup tab in the Easify Settings page in WordPress:
WordPress > Settings > Easify Settings > Setup > WordPress Web Service Location
Copy and paste the URL into Easify in the following location:
Easify > Tools > Options > General > Advanced Server Settings > URL of web services on your web server