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Easify Web (beta)
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Download Easify V4
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Easify Pro Client
System Requirements
System Requirements
Installation
Installing Easify for the first time
Installing an additional Easify Pro Client
Installing an additional Easify Server
Upgrading Easify
Upgrading Easify from Version 3
Logging In
Logging in to Easify
Easify Connection Manager
Discovering Easify Servers
Getting Started
Running Easify Pro for the First Time
Initial Setup
Selecting your VAT status
Preparing to Add Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Card Payments
Payment Sense
Overview
Getting Started
Taking Card Payments
Refunds
Cashback
Reporting
Customers
Customers
Editing a Customer Record
Discounts
Discounts
Document Management System (DMS)
DMS Overview
Using the DMS with DropBox
ECommerce
ECommerce Overview
ECommerce Channel Manager
ECommerce API Reference
Finance
Finance
Accounts
Cashbook
Payment Plans
Payment Plans Overview
Creating a Payment Plan
Using a Payment Plan
Payment Plan Editor
Payment Plan Calculator
Reconciling
Reconciling
Reconciliations
Add / Edit a Reconciliation
Reconciliation Window
Doing a Reconciliation
VAT Returns
VAT Returns Overview
Preparing for a VAT Return
Doing a VAT Return
Exporting VAT Return data
VAT Returns Window
Edit VAT Return Window
VAT Obligation Window
Bulk Invoicing
Bulk Statements
HMRC - Making Tax Digital (MTD)
HMRC - Making Tax Digital (MTD)
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Licensing
Easify Pro Licensing Explained
Loyalty Points
Loyalty Points
Options
Customers
Phone Dialling
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
Regional Settings
Payment Sense
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Printing
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Stock Control Mode
Default Margins
Product Info
Advanced Options
Loyalty Points
Purchases
Purchase Types
Advanced Options
General
Document Management
Email Notifications
Updates
Task Scheduler
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
Working with Serial Numbers
Writing Off an Order
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
What is POS Software?
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
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Condition
Product Notes
Product Info
Loyalty Points
Product Sales History
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Preparing Data for Import
Doing a Product Import
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
Using a Credit Note to pay for a Purchase
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Repeat Orders
Scheduling Repeat Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
Troubleshooting
Installation Problems
Connectivity Issues
Users & Security
Security
Users
User Permissions
VAT Settings
VAT Settings
Easify Server
Easify Server Overview
Licensing Explained
Installing an Additional Server
Upgrading Easify from Version 3
Easify Server Manager
Public Firewall Setup
Connecting to Easify Cloud Server
Connecting Excel to your Easify Cloud Server
Moving Easify Server to another computer
Restoring Easify Server from a Backup (.bak file)
Easify Remote Access
Configuring Easify Remote Access
EPOS Hardware
Installation Guides
Installing Generic EPOS Hardware
Orient BTP-M300 Thermal Receipt Printer
Orient BTP-R880NP Thermal Receipt Printer
PartnerTech CD7220 Pole Display
Zebra GK420d Thermal Label Printer
ECommerce
Easify WooCommerce Plugin
Getting Started
Overview
Troubleshooting
eBay Connector
Getting Started
Adding a New eBay Connector
Configuring eBay Selling Options
Publishing a product to eBay
Easify API
Getting Started
Easify Website
Manage Your Account
Manage Users
Change Password
Checkout Process
Purchasing Subscriptions
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Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
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All
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Cloud
On Premises
e-Commerce
Older Versions
EPOS Equipment
Barcode Label Printers
Barcode Scanners
Cash Drawers
Pole Displays
Receipt Printers
Postcode Licenses
Postcode Licenses
Consumables
Barcode Labels
Receipt Paper
Ribbons
Support
Services
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Price: High to Lo
Release Date
Featured Products
Easify Pro & Server V4 - 1 Computer Starter Pack
Easify Pro V4 - 3 Computer License Pack
Easify Pro V4 - 5 Computer License Pack
Pole Display CD-7220 USB
Pole Display CD-7220 Serial RS232
Orient BTP-R880NPV Thermal Receipt Printer - USB
Easify Pro V4 - 3 User Licenses Monthly Subscription
GK420D Direct Thermal Label Printer
Handheld Laser Barcode Scanner OPR-3201 USB
Electronic Cash Drawer 5E-415
Easify Pro V4 - 5 User Licenses Monthly Subscription
Easify Pro & Server V4 - 1 Computer Starter Pack
Easify Pro V4 - 3 Computer License Pack
Easify Pro V4 - 5 Computer License Pack
Pole Display CD-7220 USB
Pole Display CD-7220 Serial RS232
Orient BTP-R880NPV Thermal Receipt Printer - USB
Easify Pro V4 - 3 User Licenses Monthly Subscription
GK420D Direct Thermal Label Printer
Handheld Laser Barcode Scanner OPR-3201 USB
Electronic Cash Drawer 5E-415
Easify Pro V4 - 5 User Licenses Monthly Subscription
Easify V3 - 1 Computer License
Postcode Lookup PIN 1 Computer 12 Months
Postcode Lookup PIN 3 Computers 12 Months
Postcode Lookup PIN 6 Computers 12 Months
Direct Thermal Price Labels for GK420D 50mm x 25mm 10 rolls
Thermal Receipt Paper till rolls (20 Rolls)
Direct Thermal Price Labels for GK420D 50mm x 25mm 1 roll
Thermal Receipt Paper till rolls (each)
Thermal Transfer Price Labels for GK420T 50mm x 25mm 1 roll
Thermal Transfer Price Labels for GK420T 50mm x 25mm 8 rolls
Flip Top Electronic Cash Drawer - FT-460
Black Laser Scanner with Hands Free Stand OPR-2001 USB
Orient Interface Module / RS232 Serial 25F (with RS232 Serial Cable (25M to 9F))
Orient Impact Receipt Printer - Ideal for Kitchens
Orient Thermal Receipt Printer Serial & Ethernet
Easify Pro V4 - 1 User License Monthly Subscription
Easify Pro V4 - 10 User Licenses Monthly Subscription
Easify Pro V4 - 25 User Licenses Monthly Subscription
Easify WooCommerce Plugin Monthly Subscription
Easify Pro V4 - 1 Computer License
Easify Pro V4 - 10 Computer License Pack
Easify Pro V4 - 25 Computer License Pack
Easify Server V4 - 1 Server License
Import Products from .csv or .xls File Service
Import Customers from .csv or .xls File Service
Easify Paperwork Design Service
Easify Password Reset Service
Easify Telephone/Remote Training (per hour)
Additional Cash Insert for Electronic Cash Drawer 5E-415 7E-410
Easify Cloud Server Monthly Subscription
Easify V4 Remote Installation Service
Replacement Mains Power Supply Unit for BTP-R880
WordPress Web Hosting Subscription
Ebay Connector Monthly Subscription
Easify API Monthly Subscription
Wireless Bluetooth Charging Cradle for the OPC 3301i
Wireless Bluetooth Laser Barcode Scanner OPR-3301i
