Features


Easify is a software package that provides all the tools you need to run your small business.

Manage customers, stock, products & services and easily create quotes and orders for your clients.

With a built in purchasing system, and EPOS capabilities as standard, Easify is the only software you need to run your business.



Stock Control

Record detailed information about your Stock, Products or Services
Set prices using margin, markup or inc. VAT prices
Easy to backup and restore
Simplifies management of your business workflow
Record stock levels which are automatically depleted as you sell
Colour coded stock list tells you when stock levels are low
Create and customise your own stock categories
Set re-order levels for stock items
Display of when an item was last price checked
Display of when an item was last stock checked
Record EAN codes for stock items
Print price / barcode labels for stock items with EAN or Easify SKU
Set VAT rates for individual stock items
Record a variety of stock details - supplier SKU, manufacturer SKU, your SKU etc...
Full stock allocation system, allocate products and never oversell your stock.
Publish your products to pricelists, and easily print pricelists for retail or trade.


Customers

Easily store 1000's of customer records
Record customer delivery details
Append notes to customer records
View complete order history for customers
Search for customers by name, address or even phone number
Set payment terms for each customer
Export Easify customers to XML for easy import into Excel
Import customers from CSV file into Easify
Set credit limits for your customers
Setup trade customers and automatically use trade pricing for them
Instantly see which customers owe you money and how long they have owed it for
Print financial statements for customers and print to PDF or paper


Suppliers

Enter details for all your suppliers
Easily store supplier address and contact details
Assign suppliers to your stock items
Keep notes for each supplier
Raise purchase orders for your suppliers
Record credit limits and payment terms for suppliers


Quotes

Easily create quotes by dragging and dropping your stock items and customers
Print professional looking quotes for your customers
Create 'sanitised' quotes that hide line item cost showing only total price
Give your clients quote numbers so that you can easily retrieve their information
Make copies of quotes as a basis for new quotes
Print quotes to PDF for ease of emailing to clients
Add printable comments to each item on your quotes
Track which quotes are in progress and which quotes are complete
Print estimates when you are not working to a fixed price


Orders

Convert quotes into orders at the click of a button
Comprehensive order management screen displays everything you need to know
View all active orders
Modify order status as jobs progress to instantly know the status of an order
Record the source of an order i.e. internet, shop sale, business sale, etc...
Track and view individual status of line items within an order
Colour coded order management screen shows you late payers and job schedule status
Easily search for orders by order number, company or customer name
Keep detailed internal notes for each order and be notified by email when they are updated
Assign orders to users
Schedule jobs
Easily view your jobs using the Easify Active Jobs List
Filter the order management screen to show whether orders have been invoiced and paid
Record hours spent per user on each order for easy time billing
Add detailed comments to each line item in an order
Easily print invoices and record when they are sent
View the gross profit for an order discreetly at the click of a button
Print job cards for orders including items required and internal notes
View and set status of each line item i.e. In Stock/Out of Stock/On Order etc...
Set VAT rates by individual line item
Assign trade prices to entire orders
Record payments made for each order including deposits
Instantly access orders taken via EPOS system
Print invoices to PDF for ease of emailing to clients


Electronic Point of Sale (EPOS)

Fully featured EPOS software capability included as standard
Compatible with a wide range of EPOS hardware i.e. Till drawers, barcode scanners, receipt printers
Add items to sales via barcode scanner or manual entry
Add items to sales via text search directly from POS
Edit line item comments from POS system
Add new customer records directly into POS system
Modify sale item prices
Save and recall sales at the click of a button
Can be driven by keyboard or mouse input
Take payments via Cash, Card, Cheque or other means
Take part payments and deposits
Fully network ready - add as many tills as you like
Stock levels depleted automatically as items are sold
One click returns / refunds
Customise the EPOS display with your own logo
Process orders on account via POS
Automatically uses trade pricing for your trade customers
Warns operator if customer exceeds their credit limit
Notifies you if you are overselling allocated stock items


Purchasing

Record your purchases in Easify
Create purchase orders for your suppliers
Automatically back-flush changed prices from purchases into your Easify product inventory
Check in items as they arrive and automatically update your stock levels
Raise purchases for non stock items such as petty cash purchases, fuel, expenses etc...
Record internal notes on each purchase
Enter schedule information such as date required, date ordered, date expected etc...
Record serial numbers of items when they arrive
Search for purchases containing a serial number, ideal for warranty processing
Track the status of your purchases from creation to receipt
Record payment details for purchases
Allow staff to raise purchase requests for purchasers to fulfil
Search purchase history by supplier, invoice number or item serial number
Assign purchases to your Easify users


Messaging

Easily add internal notes and comments to your orders and purchases
Receive email notification the instant an internal note is updated
Managers can choose to receive email notification of all internal notes
Review previous internal notes to help resolve customer disputes


Security

Built in security system - only authorised users can login to Easify
Set permissions by user - you decide which features of Easify a user can access
Users can change their own passwords
Administrators have full control over all users
Easify passwords encrypted for maximum security
Easily disable or enable user accounts


Reports

Instantly view list of items required to fulfil orders
Create report of all active jobs and orders
Full reporting of sales for selectable date range
Print stock take sheets to assist with stock taking
Real-time ticker display of completed jobs per month
View payments received for date range including payment type
View product sales for period by product category
View product sales for period by supplier
Who owes you money (aged debtors)
Print customer statements to PDF or paper
Who owes you money (aged debtors)
Items needed to re-order
Detailed audit history, see what your Easify users have been doing


Knowledgebase

Built in knowledgebase to store and centralise your valuable company information
Create and edit your own knowledgebase categories
Create and edit your own knowledgebase articles
Ideal for storing staff information such as company handbook, crib sheets, etc...


General

Runs on any PC running Microsoft Windows XP or later with .Net framework 2.0
Powerful SQL based design gives you extreme performance and storage capability
VPN friendly, connect to Easify at the office from home over a VPN connection
Designed and coded for UK small businesses by a UK small business
Easy to purchase, one version does everything with no expensive modules to buy
Easy to use by you and your staff - a minimum of training required
Works brilliantly on a single PC, a Workgroup or a Domain. Built for networking
Stay connected with your business workflow via email notifications of order updates
Free support
No subscription or maintenance fees, pay for the product just the once


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Overview of Features


Stock Control

Manage your products & services with Easify and instantly know how much you have in stock.

Easify's stock allocation software allows you to allocate and reserve products against orders.

As you sell products your stock levels are automatically adjusted. You can even print reports to tell you what you need to order for stock and for order fulfilment.

Easily print pricelists for your products, both trade and retail pricing supported.

Customers & CRM

Store details of your customers with Easify's CRM features and easily view their order history.

Quickly and easily create quotes for your customers, and easily turn them into orders.

Import your existing customer lists, or export from Easify to build mailing lists.

Set credit limits for customers and instantly see who owes you money, how much they owe and how long they have owed it for.

Suppliers

Record your supplier details and keep their details at your fingertips.

Easily raise and issue purchase orders for your suppliers.

Quotations

Easily create professional looking quotations for your products and services, print them or send them to your clients as PDFs.

You can even add printable comments to each item on a quote if clarification is required.

Track which quotes you are working on, and which quotes have been completed and sent.

Orders

Turn quotes into orders at the click of a button.

Easify helps you track your orders and make sure they are completed on time.

Know who has paid you and who hasn't at a glance.

EPOS

Easify features a full EPOS system as standard. Simply plug in a till, barcode scanner & receipt printer and Easify your shop front.

Easify EPOS is fully integrated with the rest of the system meaning you only need one software product to run your entire operation.

Network as many Easify tills as you need.

Purchasing

With a built in and powerful purchasing system, you can easily record and manage your purchases.

Create purchase orders and print them to PDF or paper.

Check your stock in when it arrives, and update stock levels automatically.

Track and search purchased products by their serial numbers.

Messaging

Easify has a powerful built in messaging system, instantly receive email updates whenever the status of an order is updated. Even when you're out on the road.

Keep detailed notes for every job you do. Easify allows you and your staff to record job notes as your orders are progressed.

Security

Give your users access to only the areas they need to do their jobs.

Detailed audit trail allows management to view Easify transaction history, see who has done what and when they did it.

Reports

Detailed reports tell you the status of your business whenever you need it.

Detailed reporting of sales, payments received, product sales by category, products needed to order etc... etc...

Multi User

Easify is supports multiple network connected users straight out of the box.

An easy to use installation wizard will have you network connected in minutes. The easy route to networked tills.

VPN Optimised

We appreciate that many people need to work from home, or remotely these days, so we designed Easify to run like lightning over a VPN connection to your office.

Knowledgebase

A built in knowledgebase helps you centralise your valuable business knowledge.

Don't keep vital information in people's heads, get them to pop it into the knowledgebase.

UK VAT Ready

Fully UK VAT capable, Easify allows you to instantly change VAT rates. You can also fully customise VAT codes, even add new ones if you need to.

Not VAT registered? No problem, Easify elegantly deals with non VAT registered businesses too.