Stock Control

• Record detailed information about your Stock, Products or Services
• Set prices using margin, markup or inc. VAT prices
• 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
• Set product default margins by product category and subcategory
• Import products into Easify from CSV or TAB files
• Automatically update stock levels when purchases are checked into Easify
• Automatically change prices if they are updated during a purchase

Customers

• Easily store 1000's of customer records
• Record customer delivery details
• Append notes to customer records
• Simplifies management of your business workflow
• 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 file 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
• Purchase reports tell you what you have spent for a given period
• Export Sales and Purchases to CSV to send to your accountant

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

• Easy to backup and restore
• Simplifies management of your business workflow
• 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 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