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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
Raising a Sale
Raising a sale with the Easify EPOS system is as Easify as zapping the barcode on a product with your barcode scanner.
However, there are a number of ways that you can add products to a sale as we shall describe.
Scanning Products by Barcode
You don't
have
to use barcodes on your products to use Easify EPOS, however doing so will speed things up at your point of sale and reduce the risk of error.
There are two ways you can make use of barcodes on a product, either use an existing product barcode such as an EAN number, or print your own barcoded price labels via the Easify
Products
window.
With the main EPOS window open, scan the barcode of a product and it will be automatically entered on the screen as a new sale item.
Searching for Products by Name
If you choose not to use barcodes, or you have a product whose barcode is missing or damaged you can bring up a list of all your products, and search for the product you are trying to sell.
Press the
F3
button to bring up the
Find Product
window.
In this window you can either use the up / down arrows on the keyboard to navigate to your desired product, or start typing part of the name of the product to narrow the list of products down to only those whose descriptions contain that word.
When you have located the desired product, make sure it is selected (highlighted) and press the
Enter
key.
The product will be added to the sale.
Manually Entering a Product
You can also directly add products to a sale by typing in the SKU of the product.
With the main EPOS window open, simply type in a product SKU and press the Enter key.
If you entered a valid SKU the product will be added to the sale.
Note: You can enter any type of SKU recognised by Easify such as Easify SKU, Supplier Stock Code, Our Stock Code, Manufacturer Stock Code etc... As long as the code has been entered in the product details it will be recognised by the POS.