Easify User Guide...



Electronic Point of Sale (EPOS)

Easify comes with EPOS functionality as standard.



Simply connect the EPOS hardware you require, such as thermal receipt printer, barcode scanner and till and you're ready to use Easify to run your point of sale.

Any transactions you run through Easify's EPOS system will be accessible via the Quotes & Orders system. 

If you choose to run Easify in one of its automatic stock control modes, then as you sell products via the point of sale Easify will automatically reduce your stock levels as you go. What's more with Easify's automatic stock control mode, the EPOS will prevent you from selling products that have been reserved (allocated) for someone else.

Easify keeps detailed records of financial transactions that you run through the till, which you can call up from any computer on your network on which you have Easify installed.

Via the intuitive EPOS screens not only can you sell products, you can add new customer records, add detailed notes to sales or orders and take full payments, part payments and deposits.

All POS functions can be accessed via keyboard shortcuts such as F3, F5, F12 etc... POS functions can also be activated by pressing the relevant on screen button. The button bar at the bottom of the POS window that holds the POS buttons can be scrolled left and right using the arrow buttons at either end to reveal more buttons. Alternatively you can drag the button bar left and right with the mouse in order to reveal more buttons.


Launching the EPOS System

You can launch the EPOS system by clicking the Point of Sale button in the lower left of the main easify window.

Note: Why not create an Easify user account to use on your EPOS computer, and only allow the user permissions to access the EPOS system. This will prevent sales staff accessing areas of the Easify system that they don't need to.



Getting Help

If you need help when you are in the EPOS system, simply press the F1 button.



This will display tool tips for the buttons and controls in the EPOS window for as long as you keep the button held down.