Easify V3 is no longer supported.

For continued support and to get the latest features we recommend that you upgrade from V3 to V4 as soon as possible.

NOTE: This help article refers to Easify Version 3 which is no longer supported.

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Product Stock Levels

The Stock Levels tab of the Create New Product dialogue allows you to record how much of your product you have in stock, along with what your minimum stock levels are and how many of the item you wish to reorder when you hit your minimum levels.

You can also discontinue a product here.

Stock Level: Enter the amount of the product that you have in stock. If you are using semi-automatic or automatic stock control, this stock level is automatically depleted as you sell products using Easify.

Location: Products in Easify can be assigned to locations such as bins, shelves, departments etc... Here you can select the location of the product, or if the product location isn't in the list you can type a new location directly into the location list.

Stock Control

Enable stock control for this product: Tick this box to enable stock control for this product. When stock control is enabled for a product it will appear in reports that tell you what stock you need to order, or re-order. Also in Automatic stock control, selecting this option allows you to allocate the product.
Note: For products that you do not wish to use stock control on (such as labour or services) untick this option.

Reorder When Stock Low: Tick this box if you wish to know when you are running low on this product.

Low Stock Level: Enter the lowest level of stock that you wish to hold of this product. When this level is hit the quantity of the item in the product list will turn red, and the item will appear on the Items to Order report.

Amount to Reorder: This value represents the quantity of an item that you usually reorder when stock is low. If you normally order this item in quantities of 100 then enter 100 in this box.

Automatically discontinue this product when stock level reaches zero: If you tick this box, the product will be automatically discontinued when its stock level reaches zero. This is useful if you are selling a one off item, or an item that will not come back into stock after the last one has sold.

Discontinue this product: Tick this box if you wish to discontinue the product. In Easify you cannot delete a product if it has been sold and appears on quotes or invoices, instead you can discontinue the item in which case it will no longer be visible in the product list unless you choose to view discontinued items.

Automatic Stock Control

If you are using Easify in Automatic Stock Control Mode, the product editor dialogue will appear as follows:

Note the appearance below the stock level text box of a new label Allocated/Free. In automatic stock control mode this displays how much of the product you have allocated and how much of the product is free to be sold. There is also a new button that when clicked will show you which orders the product has been allocated to.


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