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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 product images to your products in Easify, along with HTML product descriptions.
Here you can see that no product information has been entered yet. To enter product information click the
Create / Edit Product Info
button.
The product info editor will open.
Adding a Product Image
Click the
Load Image from File
button, and browse to a picture file that you have previously saved to your computer or a network location to use for this product.
Your chosen image will be previewed in the product info editor.
Note that the image may have been resized and possibly compressed depending on the Product Info settings in
Tools->Options->Products->Product Info
.
The resulting image size is displayed above the image preview on the left, as you can see here 7.51 KB is a small file size. As a rule of thumb we recommend keeping image sizes below 100k and preferably below 25k to reduce database storage requirements.
Adding a Product Description
Now that we have an image, select the Description tab to go to the HTML description editor.
On the left is a WYSIWYG editor that you can enter your product description into, and apply basic styling and formatting to it.
For this example we are going to copy and paste a description from the manufacturers website.
We have pasted in the text, and clicked the
Preview
button.
Click OK to finish editing the product info.
Notice that the finished product info is now viewable in the product details info tab:
And that by scrolling down you can see the product description.
You can print product info by clicking the Print Product Info button. This is a handy way of instantly creating handouts to give to clients when discussing products at your point of sale.