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Scheduling Overview
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ECommerce with XML/SOAP
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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
.
Creating Scheduled Tasks
Easify with EASU installed features a powerful way of creating scheduled orders, purchases and backups.
In this section we go into more detail as to how you can configure schedules within Easify.
The Task Editor Window
At the top of the window is a drop down list that lets you choose which basic period of time you want to use to create your schedule. this can be
Daily
,
Weekly
,
Monthly
and
Yearly
.
Next is an area for comments where you can enter a description for the scheduled task. It is worth being descriptive here as this is the text that will be displayed if you view all of the tasks in Easify. A good description here will save you time later if you have to look through a large number of tasks.
Settings
There are 4 different types of schedule that you can set in Easify,
Daily
,
Weekly
,
Monthly
and
Yearly
. Between them they allow you a very granular approach to how you create your scheduled tasks, and make it possible to configure a task to run on almost any time period.
The settings area of the form will change depending on which type of schedule you are working with.
Daily Tasks
Daily tasks as the name suggests are intended to be run on a daily basis. Not that you have to run the task every day, but rather you can set the period that the task will run on as a number of days.
To set a daily task, first specify the date and time that the task will run at. And if you want the task to repeat, specify how many days the task should repeat after.
To have the task repeat every day, specify recur every 1 days.
Weekly Tasks
Weekly tasks allow you to create schedules that occur on set days of the week, and that repeat every so many weeks.
For example you could setup a weekly task to run every 4 weeks on a Sunday. Or you could have a task that runs every week on Monday, Tuesday, Wednesday, Thursday and Friday.
Monthly Tasks (by Day of the Month)
A slightly more complex schedule option, Monthly tasks by day of the month allow you to setup a scheduled task to run in certain months and on certain days in that month.
For example you would use this type of schedule to create a task that ran quarterly on the first day of the month. Or a task that ran every month on the last day of the month.
Monthly Tasks (by Day of the Week)
Monthly tasks by day of the week allow you to setup a scheduled task to run in certain months, in certain weeks and on certain week days in that week.
For example you would use this type of schedule to create a task that ran quarterly on the first Monday of the month. Or a task that ran every month on the Friday of the last week in the month.
This is a very powerful way of scheduling tasks and allows a great deal of granularity in setting up your scheduled tasks.
Yearly Tasks
Yearly tasks are fairly straight forward in that you specify the date and time that the task should run, and how many years it should be before the task is repeated.
Expiring Tasks
You probably won't want all of your scheduled tasks to run forever, so we have created the facility for you to set a task to expire either after a set number of occurrences, or after a set date.
Skipping Tasks
Not related to Rocky balboa preparing for the big fight, but a way of setting a task to be ignored if it is missed.
For instance, let's say you have created a scheduled backup to run every day, but a problem somewhere means that the scheduled task has been unable to run for a week. When the problem is resolved, you would not want 7 backups to suddenly try to run all at once, and would in this case want to skip the task if it had been missed.
However if you had a daily order that hadn't run for a week, you
would
want EASU to create all 7 missing orders as soon as the problem was resolved. You would
not
want to skip any scheduled orders because they were missed by a scheduling problem.
Enabling Tasks
By default, all tasks are created in an enabled state, which is a good thing as it means they can run.
However you may have a task that you no longer want to run for some reason (but don't want to delete it), in which case you can temporarily disable the task by unticking the
Enable this task
tick box.