Easify Video Library

Getting Started Videos

In this video we take you from a fresh install of Easify, to configured and doing business in under 20 minutes. We cover topics such as activating Easify, setting the Easify administrator password and choosing a VAT registration status.

Moving on this video demonstrates how to setup product categories, add manufacturers and suppliers and then how to easily add products. We show you how to use the Point of Sale system for retail operations as well as how to create a quotation and invoice using the back office system.

Also featured is an introduction to the Cashbook and Sales reports, giving you an insight into how Easify can simplify and automate your company accounting.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Easify offers several ways to operate stock control, in this quick 20 second video Alison shows you how to configure your stock control mode.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

From time to time we release free upgrades and updates for Easify. In this video Richard shows you step by step how to upgrade your Easify installation and demonstrates the best way to backup your Easify installation before you start. This video also features a handy troubleshooting section at the end which includes a video guide to restoring your Easify installation to a previous state using Windows System Restore.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Part of getting started with Easify is to create a list of manufacturers for your products. This is easy to do as Alison demonstrates in another of our quick-fire 20 second videos...

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Adding a new supplier is Easy too, here Alison shows you how to add a new supplier in Easify in under 20 seconds...

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Customers

Easify offers a comprehensive customer management system, in this brief video Alison gives a very quick overview of Easify customer management.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Reporting

In this quick-fire 20 second video Alison shows you just how easy it is to see what work you have on in Easify.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Purchasing is made Easy with Easify. Simply use Easify to raise orders for your customers and Easify will tell you which products you need to order, and even which products are low on stock.

In this quick 20 second video Alison shows you how easy it is to see what you need to order.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Easify is built on an industry standard SQL database system which means it is easy to connect it to a variety of external applications. In this video, Richard walks you through the process of linking Microsoft Excel to your Easify database in order to pull data from Easify into Excel.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Finance

By processing sales orders and purchases through Easify you can centralise your finances. The payments your customers make to you for sales, and the payments that you make to your suppliers can be recorded by Easify as you go, and can be viewed and edited in the Easify cashbook.

In this quick 20 second video Alison introduces the Easify cashbook.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Workflow

Easify has some great workflow features such as the ability to assign Easify users to jobs and to help them communicate as they carry out their tasks.

In this brief video Alison demonstrates how you can assign Easify users to jobs.

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Once you have been assigned to a job in Easify, you can easily open if from the Active Jobs List - in this brief video Alison shows you how...

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Easify allows you to record notes for internal use against each order (or purchase) that you raise. If you have Easify users setup with email addresses, you can have Easify email copies of internal notes to selected users when they are added.

In this quick 20 second video, Alison demonstrates how to add an internal note and have it sent via email...

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Easify features a built in knowledgebase that you can populate with your valuable company information and know-how.

Here we quickly demonstrate the knowledgebase in action...

For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

IT Tech Videos

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For best results click here to watch the video on the YouTube website, don't forget to change the quality to 720p HD and view full screen.

 

Getting Help

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