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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
Product Info
You can add HTML product descriptions and images to your products in Easify. The Product Info options window allows you to configure how Easify stores your product images.
There are two main areas you can configure here, image resizing and image compression.
Image Resizing
When you add an image to a product in Easify, it can be automatically resized for you. You can either specify a width for the resized image, a height for the resized image or you can specify that Easify should resize the image and make it square by padding the background of the image with a colour of your choosing.
Resize Images -
ticking this will allow Easify to automatically resize your images. Leave the option unticked to store your images at their original size.
Note: Product images are stored in the Easify database hence we recommend that you allow Easify to resize your images in order to save storage space.
Resize images to be
n
pixels wide
- images will be reduced in size to be the specified
width
. The image height will be reduced proportionally to maintain the aspect ratio of the image.
Resize images to be
n
pixels high
- images will be reduced in size to be the specified
height
. The image width will be reduced proportionally to maintain the aspect ratio of the image.
Resize and pad image to be
n
pixels square
- the image will be resized so that its longest dimension is n pixels, the shortest dimension will be padded out to make the image square using the colour specified. You can double click the white square to change the background colour that is used for padding.
Image Compression
By default Easify will save images in their original file format. However we recommend that you save images as JPG in order to take advantage of file compression and to save database storage space.
Always save images as JPG (images can be compressed to save storage space)
- tick this to automatically convert saved images to JPG and apply compression to them.
JPG Quality
n
% (Better quality = larger image size)
- here you can change the amount of compression to apply when saving JPG images. 0 is worst quality, 100 is best quality. We recommend a setting of around 75% for the best compromise between storage space and image quality.