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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
Discounting a Sale
There will no doubt be times when you wish to (or have to) give a discount to a customer at the point of sale.
Easify EPOS provides you with two ways to apply a discount to a sale, both of which involve reducing the price of one of the products on the sale.
To apply a discount to a sale, first select the product in the sale that you would like to lower the price of.
Then either press the
F6
key on the keyboard, or click the
Modify Price for Selected Item
button.
This will open the
Modify Line Item
window.
Here you have two methods of applying a discount to a sale.
1. Change the price of the item directly
. i.e. if you want to sell an item to a customer for
�500.00
instead of
�536.51
then change the
Item Price
to
�500.00
.
2. Change the total price of the sale
i.e. if you want to charge a total of
�600.00
for the sale, then change the
Sale Total
from
�621.25
to
�600.00
.
Both methods of applying a discount modify the price of the selected item, however in the first method you decide what price to sell the item for, in the second method you tell Easify what total price you wish to achieve for the whole sale (all the items together) and Easify calculates how much to sell the selected item for to achieve that total price.