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 Observations and Requests

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Posted by food4paws

Observations and Requests

After evaluating Easify we decided to purchase it and see if we could get it to work for us. As a retailer of over 4000 product lines, these are our observations;

Forced to have Sub-categories we had to create sub-categories just to use Easify even though we did not want them or need them.

Forced to have a manufacturer We had to put ourselves as the manufacturer as we do not use or deal with manufacturers, only suppliers.

Forced Profit margins We do not trade on fixed margins but set our prices to be competative for each product. We also buy from more then one supplier for each product so if we get a better price from one of them we then have to reset the retail for each product as it is automatically changed.

Retail Price to two decimal points we may charge a customer £4.95 but easify sets this from £4.9455 upwards. this means we have to adjust the retail price again to show correctly in the epos application for every change of cost price.

Our feature requests are;

To have more then one contact on the Suppliers details page, as we use more then one person at each supplier, i.e accounts, orders, sales rep, deliveries.

A main Email Addrees field on the suppliers main contact details, after all this is the electronic era.

A Mobile number field for the Supplier Contacts Details

Option to choose fields required in details pages. For instance do we all need to have a country field?

Although we don't need to have a sub-category every time, we do need on some categories to have a sub-category, sub-category. In the form of Dog-Dog Food - Wet, or Dog-Dog Food-Moist

Customer Loyalty or rewards

Option to duplicate product details with a click we may have up to 20 variations on the same product, ie colour or size options, it would save time to be able to duplicate a product and change one word etc. Creating a spreadsheet and then importing it takes more time and can lead to errors.

When creating purchases, a picking list off all products bought from that supplier I know you can do a search in the product details and CTRL Click the products you are interested in, then drop them in the purchase. You then have to choose how many you want of each item. A picking list would enable you to see the quantity of each item in stock and you can choose the quantity required then. It would also eliminate the need for a stock needed report.

Option to only print a category in the Pricelists. When a customer asks for a price list they don't want all 4000+ lines and 120+ pages, only the stuff they are interested in. The same would apply to the stock take and stock required lists. This would save a lot of trees

Multiple Suppliers for each Productwe have some seventy suppliers and buy any number of products from as many as four different suppliers. A drop down list of suppliers for each product with their relevant product codes, pricing etc, would be very useful.

No compulsary fields in reports, price lists, barcode labels etc. an example is; manufaturer in all, we don't use manufacturers and our name appears on everything because we are forced to have a manufacturer.

Email Purchase Orders I know you can print the purchase order then save it as a PDF then attach it to the email, but it would be easier if you clicked the email address on the purchase order and it was already attached.

EPOS Client At the moment we can have the database, client and epos application on one Terminal, or the database on one and the client and epos on another. Our sales staff do not need access to the client, so a seperate epos client for use on another terminal would very useful.

Product Notes on Epos our product notes relate to instructions on how to use a product or its guidelines etc. It would be useful for the product notes to appear above the F4 field for the sales staff to have at hand.

And finally for now, do we really need to be asked "are you sure?" on every action we take.

Thanks.

Paul  

Posted by peter

Re: Observations and Requests

food4paws said:

After evaluating Easify we decided to purchase it and see if we could get it to work for us. As a retailer of over 4000 product lines, these are our observations; :D

Very impressive critque, whilst much of what you ask for is un-necessary for our operation it all makes sense to me as it will no doubt to the Easify team. Bottom line, for me. being that the more people/companies that use the product the better it will get and so even more will use it and in turn that secures my need for the future. Keep them coming.

Posted by Richard

Re: Observations and Requests

Hi Paul, and welcome to the forums  

Thanks for your detailed feedback, very much appreciated you must have spent quite a lot of time putting that together. Easify is driven very much by its users so all suggestions are welcomed, and where they will benefit the common good we do our best to incorporate them in future (free) upgrades.

Not sure I can respond to all your points here but we will definitely be reviewing them offline with a view to determining whether they make it into our next free upgrade (Feature Pack 6).

Quite a few of your points relate to customisation of fields in Easify and of fields that are not relevant to your company i.e. manufacturer, country etc... This is by design really, we do have some fields (product serial number, VAT details and product allocation fields) that can be switched in our out, but the problem with this is that Easify can end up looking very different to each user depending on how they have it customised, and also it hugely increases the complexity of the underlying code (which makes it error prone and difficult to maintain). So for this we have avoided too much customisation and have gone for a fairly static approach in terms of layout.

Multiple contacts for suppliers & loyalty system - will add these to the review list for future consideration.

The facility to copy products would be useful to a lot of people, will incoprporate this in FP6.

Purchase picking list - will give this one some thought.

Pricelist category printing - it would be good to increase functionality here. Will review this.

Multiple supplier support is already on the review list.

No compulsory fields on reports, price lists etc... As opposed to the Easify windows, we are looking to provide more customisation for customer facing paperwork such as invoices & price labels at a future date.

Emailing purchase orders - not sure I understand what you're asking here? At present you can choose to print the PO and view its preview on the screen, and then if you have Outlook integration enabled you can attach it to an email with a single click.

EPOS client - again with a view to simplicity (Easifyness) we've opted to have a single integrated client including EPOS. What we want to avoid is having lots of different modules and options when you're purchasing Easify. If you don't want users to access the back end (client) part you can set their user permissions so they can only access the POS.

Do you need to be asked "Are you sure?" on every action that you take? Generally if we've put in a nag screen it is for a good reason, either to prevent a dramatic and unwanted action from happening, or to ensure that the data has been saved properly before continuing. There are some areas of Easify that we are reviewing to reduce the amount of clicking required but we do try to reduce the amount of nagging that we do.

Thanks again for your time in posting your valued feedback, please feel free to keep it coming.

PS. If any of the above are burning issues please be aware that we also offer a bespoke software development service where we can tailor Easify to *exactly* suit your business requirement. For instance we've just complete a project for a UK based animal export agency where we created the ability for them to enter and track all their animal and flight booking data directly within Easify, as well as having an externally accessible web based dashboard for their drivers to work from.

 


Regards - Richard (Easify Developer)

Posted by CAAOS

Re: Observations and Requests

I know it's over a year ago now, but I am just evaluating and have very similar comments (in fact I have just sent a support request).

If it is necessary to have manufacturers (I am guessing that you decided not to remove this necessity), then it would be helpful if we could import them as a CSV or something. The export that I have just done from my supplier lists 122 distinct manufacturers. I have just had a look at how we enter manufacturers... There doesn't appear to be an import of any sort, just one entered at a time... Eeps!!  

Ditto for categories.

As I mentioned in my support request, the system looks great, but the set up is daunting with these limitations

Oh, and the selling price issue is a biggie!! I cannot reconcile in my head how I am going to be able to work with this just yet. It is absolutely necessary that I can either have a price imported from somewhere or that the price is absolute. Anybody know what the %'ge margin is to get a 30p cable up to £3.95 inc VAT??

Hope that is useful.

Gary

Posted by Richard

Re: Observations and Requests

CAAOS said:

I know it's over a year ago now, but I am just evaluating and have very similar comments (in fact I have just sent a support request).

If it is necessary to have manufacturers (I am guessing that you decided not to remove this necessity), then it would be helpful if we could import them as a CSV or something. The export that I have just done from my supplier lists 122 distinct manufacturers. I have just had a look at how we enter manufacturers... There doesn't appear to be an import of any sort, just one entered at a time... Eeps!!  

Ditto for categories.

As I mentioned in my support request, the system looks great, but the set up is daunting with these limitations

Oh, and the selling price issue is a biggie!! I cannot reconcile in my head how I am going to be able to work with this just yet. It is absolutely necessary that I can either have a price imported from somewhere or that the price is absolute. Anybody know what the %'ge margin is to get a 30p cable up to £3.95 inc VAT??

Hope that is useful.

Gary

Hi Gary,

We are currently working on the code for Feature Pack 7 - our next free upgrade. so there has never been a better time to register your feature requests  

Importing of manufacturers is a good suggestion, will add it to the review list.


Regards - Richard (Easify Developer)

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