Easify User Guide...
System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing or Upgrading the Easify Client
Installing the Easify Database Server (Advanced)
Reinstalling the Easify Database
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 2009 Main Form
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Product Options
Default Margins Options
Orders & Quotes Options
Order Types Options
EPOS Options
Email Notifications Options
Payment Terms Options
Purchasing Options
You're Ready to Go!
Products and Services
Products
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Printing Price 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
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
EPOS
Electronic Point of Sale (EPOS)
Raising a Sale
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
Taking Payments
Returns and Refunds
Security
Security
Users
User Permissions
System Requirements
Operating System Requirements
Easify is designed to run on a PC or Laptop running Microsoft Windows.
The following version of Microsoft Windows are supported:
Windows XP Home with Service Pack 2
Windows XP Professional with Service Pack 2
Windows Vista (all editions)
Windows 7 (all editions)
Windows Server 2003 (all editions)
Windows Server 2008 (all editions)
Note: Easify will run on Windows 2000 Professional with Service Pack 4, however the 3rd Party Crystal Reports 2008 Runtime components will fail to install meaning you will be unable to print reports such as quotations or invoices. We do not support installing Easify on Windows 2000 Professional.
Note: Easify is not currently supported on 64 bit operating systems. This is due to limitations in the 3rd party Crystal Reports 2008 Runtime. We are currently seeking a solution to this limitation. Easify will install and run on 64 bit systems however the reporting features will be unavailable.
Easify requires the .Net Framework 2.0, Windows Installer 3.1 and MDAC 2.8 Service Pack 1.
We strongly recommend that you run Windows Update and install all critical updates and service packs before installing Easify.
We strongly recommend that you temporarily disable anti-virus software during the installation process, and that you reboot your computer prior to installing Easify.
Hardware Requirements
We recommend that for computers running Windows XP or Windows Server 2003 you have a minimum of 512Mb RAM installed, for computers running Windows Vista or Windows 7 you should have 1Gb of RAM or greater.
You will need at least 1Gb of free hard disk space to install Easify.
To network multiple computers running Easify you will need to have your computers networked via Ethernet and be using the TCPIP protocol.
We recommend that you run Easify at a screen resolution of 1024x768 or greater. For pure EPOS applications 1024x768 is the minimum screen resolution, for general desktop use we recommend a widescreen resolution of 1680x1050. Easify also works well on dual screen systems where one screen can be dedicated to Easify, the other to your other applications such as email and internet.
SQL Server Requirements
Most users can ignore requirements for SQL server as Easify will install its own SQL Server as part of a full installation.
For advanced users that wish to install the Easify database to their own SQL Server, Easify supports the following SQL Servers:
Microsoft SQL Server 2005 Express or higher edition
Microsoft SQL Server 2008 Express or higher edition
EPOS Hardware
Easify is compatible with most models of barcode scanner, either PS/2 or USB.
Easify will work with most models of thermal receipt printer, and most models of label printer that support 50mm x 25mm labels.
We are able to supply a full range of Easify compatible EPOS hardware and consumables for immediate online purchase in the UK.
Click here to view our range of products
.