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Easify User Guide...
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 Form
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
Envelope Printing
Advanced Options
Finance
Payment Routing
Payment Terms Options
Orders & Quotes
Orders & Quotes Options
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Label Printer
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Advanced Server Settings
VAT Settings
VAT Settings
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
Product Info
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
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
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
Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Troubleshooting
Installation Problems
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
Installing Easify for the First Time
The Easify installer consists of a single program named 'Setup.exe'. Running this program will launch an installation wizard that will guide you through the process of installing Easify on your computer.
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.
When you launch Setup.exe you will be greeted with the installer welcome screen. Click
Next
to continue.
Please read the Easify End User License Agreement (EULA) and if you agree to its terms, tick the box to accept the license agreement.
Click
Next
when you are ready to move on.
Easify setup will now check your computer for any previously installed versions of Easify. If a previous version is detected you will be given the opportunity to upgrade the existing installation.
However, since you are installing Easify for the first time setup will not find any previous versions to upgrade.
At the next screen of the installation wizard you have the opportunity to choose one of three installation options.
As we are installing Easify for the first time we will choose the first option "First Time Installation".
Choosing this option will install everything you need to run Easify.
Click
Next
when ready to move on.
You will now be prompted to enter your company name.
For this we recommend you enter your full company name as it would appear on your paperwork, or as registered at companies house.
Click OK to continue installing Easify.
The Easify installer will now proceed to install the Easify database on your computer along with any other files that are required for it to run.
Note: The installation process may take some time to complete (10 to 30 minutes is typical), and various installation windows will pop up during the process. To avoid the risk of interfering with the installation process we recommend that you do not use your computer for any other purpose during the installation process.
After a period of time (typically 10-30 minutes) the Easify database installation will complete and you will be prompted for a location to install the Easify client software to.
We recommend you accept the default destination folder.
Click
Next
when ready to install the client.
When the installation is complete you will be presented with the screen shown above.
When you are ready click
Finished
to close the Easify installation wizard.
You can now launch Easify via the shortcuts that have been created on your desktop.