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 Various suggestions and issues

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Posted by Adrian Bhagat

Various suggestions and issues

I've been using Easify for 6 months now and I've got various suggestions for minor improvements that would make it easier to use. Apologies for dumping them all here.

Server

1) It takes 3-5 minutes for the server to start up after my machine has booted up. It's a long delay if you have customers waiting.

2) Sometimes, the server doesn't start on its own and I have to use Server Manager

Keyboard shortcuts

There are various places where you would expect keyboard shortcuts to work but they haven't been implemented. For example:

3) In the product list (and similar views), Ctrl-A should select all products; return (or space) should open the product for editing; Delete should delete the select products; in the category tree, F2 should rename the selected category and Delete should delete.

4) In the product editor, Return should OK the dialog (unless editing a multiline edit field)

Categories:

5) It would be nice to be able to add products to a top level category and to have multi-level categories. Also, to be able to add products to multiple categories. This would work better with the WooCommerce integration.

6) You should be able to rearrange categories by dragging them in the Products view.

POS

7) Some items don't have barcodes and so you need to add them using the search. This is slow just to add something like a 5p plastic bag. It would be better to have customisable buttons on the POS that let you add often-bought items with a single press.

8) The search box in the POS only does a text search. it would be much better if you could look through the categories, like you can in the Products view. Failing that, being able to drag products from the Products view to the POS would help.

9) I don't think there is a way to add a discount to the whole shopping cart in one go. I offer staff a 10% discount but currently I have to edit each item in turn. Being able to set a discount for each customer would be helpful here.

10) When using F6 to edit the price, it always rounds to the nearest penny for each item. So, you can't offer three items for £2 due to the rounding error.

11) There needs to be some more intrusive feedback on the POS screen when a stock code is not found. If you are scanning multiple barcodes and not looking at the screen, you wouldn’t know that anything was wrong and so you would give the customer a product without it being rung up on the POS. Perhaps show an error item that stays in the list in bright red, or a modal error dialog (that isn't closed with the return keypress generated by the barcode reader)

12) It would be helpful to have a way to complete checkout for no payment. For example, if I want to use an item from the shop for business purposes, I have to edit it in the product list, which is slowed. I would like to be able to add items through the POS, checkout and set the prices to 0, perhaps specifying a reason (stolen/missing/broken/used internally/given away as a sample etc). That way, the stock levels will be updated and I will have a record of where the stock has gone. This is also a way to stop staff pilfering: staff could be unable to edit the stock quantity of an item but given a way to add and remove items from stock using a method that leaves a record of the stock level adjustment.

13) I would like an option to always open the POS screen as non-maximised.

14) I'd like an option to skip the cashing up on the till.

Orders & Quotes

15) When you open Orders & Quotes, it shows all the orders from the current year. For a busy shop in December this takes a long time. It would be good to be able to set a more specific date filter. Usually I just want to see orders from today/yesterday.

16) It would be helpful to be able to reprint a receipt from a previous order, not just the most recent one. This could be an option when you open an order.

Products View/Editor

17) The search box only does a direct text search rather than searching for each word (so searching for 'red shoe' wouldn't find a product called 'shoe - red').

18) Triple-clicking the search box should select all; this would help when you have entered several words and want to delete them to search for something else.

19) The search box should have a drop-down history or autocomplete for old searches.

20) It would be nice to set temporary sale prices for items, whilst keeping a record of the original price

21) It would be good to be able to disable the automatic calculation of prices from the margin - sometimes I want to be able to edit the purchase price without changing the sale price.

22) Editing large numbers of products in one go is very slow. Committing a change to 2000 products takes around 30 minutes. Deleting 25 products takes 12 seconds.

23) You can add a new manufacturer from the Product Editor, but not a new Supplier.

Manufacturers

24) The manufacturer dialog is very poky and can't be resized. I have products from hundreds of manufacturers.

25) The keyboard search (in the combobox and the dialog) only takes the last letter so if you press 'T' then 'H' it shows manufacturers starting with 'H' rather than with 'TH'

26) When you add a new manufacturer, it isn't selected in the list, so you have to go an find it again to set it for the current product.

Reports

27) Double-clicking a word in a report should select that text. This would be helpful when copying a product code from the 'Products needed...' reports so it can be pasted into the supplier's ordering site.

28) The 'Products Needed' reports should have an option to filter by supplier, or sort by supplier/category/supplier code etc.

29) There should be an option to only include in-stock items in the Retail/Trade price lists.

30) The stockcheck would be better an an interactive tool rather than just a printed list.

31) I'd like a report of products sold on a particular day or in a date range.

32) I'd like graphs showing sales of each product/category over time (per day/week/month etc) and by time of day.

33) At the end of the day, I need to add four values to my accounts package: total sold, VAT charged, cash taken, card payments taken. At the moment, I have to get the first two values from the Sales report and the other two from the till cashing up report. It would be nice to have a quick report to show this infomation for each day in a table.

Posted by Adrian Bhagat

Re: Various suggestions and issues

34) When you copy a product, it should open the product editor straightaway (and only create the product when you hit OK)

35) I created a document template in the Paperwork Designer under 'Products' and saved it.

However, when I right click a product in the Products view, under the Print submenu of the context menu, it only shows the default 'Price Label' document and not the one I have defined.

36) I find the stock level numbers confusing. I want to keep a certain number of each product in stock at all times. Let's say I want 5 of a certain product in stock. I would set the 'Low stock level' to 4 and the 'Amount to reorder' to 1.

Let's say I've sold 3 of them and have 2 left. In the 'Products needed' report it would report the stock level as 2, the min stock as 4 and the reorder number as 1. Actually, I need to order 3. To work that out I have to calculate minsock-stocklevel+1. The reorder number is irrelevant in this case. It can be useful where I have to order in multiples but for my business I can reorder single items of most products.

For my case, it would be easier to just set a 'minimum stock level' and a 'case size'. When the stock level falls below the minimum, I am told to reorder enough cases of the product to bring the stock level to at least the minimum.

Posted by Richard

Re: Various suggestions and issues

Hi Adrian,

Thanks for all the great feedback, I much appreciate the time you have taken to put all your thoughts here and I will review all that you have said, though it will take a little time to assimilate it all. I will get back to you on this when I've had time to go over it properly.

Regarding the PaperWork Designer:

"However, when I right click a product in the Products view, under the Print submenu of the context menu, it only shows the default 'Price Label' document and not the one I have defined."

You need to assign new paperwork to a menu before you can use it - https://www.easify.co.uk/Help/paperwork_designer_menu_editor


Regards - Richard (Easify Developer)

Posted by Adrian Bhagat

Re: Various suggestions and issues

37) When you maximise the Products view, the Edit Product dialog is also maximised which isn't helpful.

38) I'd like to be able to add custom attributes and tags to products, which could be synchronised with WooCommerce. For my online catalogue, for example, I would like to tag food products that are organic, gluten free etc. It would be helpful to be able to set these in Easify and have the information uploaded to WooCommerce. Also custom text attributes such as an ingredient list.

Posted by Richard

Re: Various suggestions and issues

Adrian Bhagat said:

When you maximise the Products view, the Edit Product dialog is also maximised which isn't helpful.

Unfortunately this is a limitation of Windows MDI applications and is actually more difficult to overcome than it sounds without creating other serious problems. We've been looking to address this in the past, but haven't arrived at an acceptable solution yet.

We have a work item in our queue to add the ability to create tags for Easify products, these will also link through to WooCommerce once we've coded the feature.


Regards - Richard (Easify Developer)

Posted by Adrian Bhagat

Re: Various suggestions and issues

Thanks for the reply, Richard. I allocated the design to the context menu as per your instructions. However, when I go to print it, the program hangs (running at 30% processor) and I have to kill it with Task Manager

Posted by Richard

Re: Various suggestions and issues

You also mentioned that your Easify Server takes 3-5 minutes to start, this sounds very slow and indicates a problem with the PC perhaps. PaperWork typically loads quite quickly.

Can you tell me what the spec of your PC is i.e. CPU type and speed, RAM and free disk space?

If you are running Windows 10 you can determine this information from the Windows Task Manager Performance tab.


Regards - Richard (Easify Developer)

Posted by Adrian Bhagat

Re: Various suggestions and issues

It's a fairly low-spec machine:

Dual core 2.5Ghz, 3GB Ram running 64-bit Windows 7

Looking at the server log, the step that causes the delay is 'Checking database schema for pending updates...'

All the other steps only take seconds but this bit can be 1 to 3 minutes. (Actually it seems to take exactly a minute so perhaps something is timing out?)

Posted by Adrian Bhagat

Re: Various suggestions and issues

Can't the Product Editor be a modeless dialog rather than an MDI child? I don't mean to tell you your job, I'm just curious 

Posted by Adrian Bhagat

Re: Various suggestions and issues

Re: the Paperwork problem

If I print the in-built documents, they work instantly. The program only hangs when I try to print my custom paperwork.

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