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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
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Installation Error Codes Explained
MSXML6 Setup Failed
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Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
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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
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Logging Options
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YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
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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
.
Product Sales History
Easify features a built in real-time
Product Sales History
that allows you to see how your products have been selling over time.
The
Product Sales History
is accessible in a number of places throughout
Easify
which we will cover later in this section
. In the meantime we will go over the basic functionality of the
Product Sales History
.
Choosing a Date Range
You can choose the range of dates that you would like to look at using the
From
and
To
date pickers.
When you have chosen your desired date range click the search button (Binoculars) alongside the date pickers to apply your date range.
Note:
You can also type the dates you want into each field of the date pickers to save time (for months type the month number). Also when you pop-up the calendar of the date picker, you can click the
Month Year
value in the top centre of the calendar to see a month picker, and clicking the
Year
at the top centre of the month picker will allow you to see a Year picker.
You can also choose from a set of pre-defined date ranges by clicking the date range buttons.
From left to right these buttons will select a date range of 1 day, 7 days, past month, past year and all time.
Saving Product Sales History to File
Clicking the
Save
button allows you to save the current product history view to a
CSV
(Comma Separated Variable) file.
Choosing Which Columns You See
You can choose which columns you want to see in your
Product Sales History
by clicking the
Columns
fly-out button and selecting from the columns that are displayed to you.
You can also re-order the columns by dragging them into a different position by their headers.
Each window that the Product Sales History appears in will keep its own column list. This allows you to have a different set of columns in each place that you view the Product Sales History.
Viewing Sales Totals
In the bottom left of the
Product Sales History
is a status bar that displays the totals for the columns that you have visible.
Note:
Not every column will create a totaliser in the status bar, it wouldn't make sense to try to add up
Customer Address 1
for instance.
If you view a column such as
Order Net Total
be aware that this total allows for the fact that a product may be listed several times on one order. The Order Net Total will only be counted once for each order that is present, not once for each product that appears in the list. This ensures that Order Net Total is accurately totalled.
Popping Out the Window for More Screen Real-Estate
If you find that there are too many columns and the view you are in cannot be re-sized. Click the Pop-out button to have the Product Sales History pop-out of its current location and become a re-sizable Window of its own.
Quick Access to Other Areas of Easify
If you double click any of the cells within the
Product Sales History
, the corresponding record will be opened in Easify. For instance, if you double click a
Customer Name
cell, the customer record for that customer will open.
Similarly if you double click a
Date Ordered
cell, the order details will open etc...
Where You Will Find the Product Sales History
We have made the
Product Sales History
accessible from wherever it will be most useful. It can be found in the following locations.
Products Main Window
The
Product Sales History
is viewable in the bottom right of the main
Products
Window.
If you can't see the
Product Sales History
here, make sure you have clicked the
Show/Hide Product Info Pane
button.
In this location, selecting a product in the
Products
Window will load its sales history into the
Product Sales History
panel.
Product Details Window
The
Product Sales History
is also viewable in the
History
tab of the
Product Details
Window.
In this location, the
Product Sales History
panel displays a list of all of the customers that have purchased that product for the given time period.
Customers Main Window
The
Product Sales History
is viewable in the bottom right of the main
Customers
Window.
If you can't see the
Product Sales History
here, make sure you have clicked the
Show/Hide Customer Info Pane
button.
In this location, selecting a customer in the
Customers
Window will load their purchase history into the
Product Sales History
panel. Here you will see all of the products they have purchased for the given time period.
Customer Details Window
The
Product Sales History
is viewable in the
Product History
tab of the
Customer Details
Window.
In this location, the
Product Sales History
panel displays all of the products that the customer has purchased for the given time period.
Suppliers Main Window
The
Product Sales History
is viewable in the bottom right of the main
Suppliers
Window.
If you can't see the
Product Sales History
here, make sure you have clicked the
Show/Hide Supplier Info Pane
button.
In this location, selecting a supplier in the
Suppliers
Window will load a list of all of the products you have sold from that supplier into the
Product Sales History
panel.