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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 Window
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
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product 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
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
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
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
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
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
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.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Editing Multiple Products
Typically in Easify you will be editing a single product at a time. You open the product details by double clicking the product in the main Products screen, edit the product and then save your changes - no problem.
But what if you want to apply the same change to 2 products, 20 products or 200 products?
This is also no problem with Easify's ability to edit multiple products at once.
To edit multiple products, open the main Easify Products screen and select two or more products to edit.
To select multiple products, click the first product that you want to edit to select it, then press and hold the
[Shift]
key and click to select the last product that you want to edit. All products between the first and the last one you clicked will be automatically selected.
If you want to select multiple products that are not next to each other in the list, press and hold the
[Ctrl]
key while clicking the products to select them.
When you have selected the products that you want to edit, right click one of the selected products to bring up the product context menu.
Click the
Edit Multiple Products
menu item to launch the
Product Bulk Editor
.
You will notice that the
Product Bulk Editor
looks like a souped up single product editor. It has a very similar layout to the single product editor but with the addition of buttons to the left of each field.
With each field in the Bulk Product Editor there are three things you can do. You can leave the field unchanged, you can change the fields value or you can erase the field.
The button to the left of each field indicates what will happen to the field. The button will contain one of the following images to indicate what will happen to its related field:
By default all fields will start off with a green padlock to say that the field will be unchanged.
You will also notice that some fields have values in them, and some fields are blank.
If a field has the same value for all of the selected products then the value will be populated into the field in the Bulk Product Editor. In the above example the Manufacturer is shown as J-Tel, this is because all of the products have the same manufacturer (J-Tel).
If the value of a field is different between the selected products then the field will be shown as blank. This does not necessarily mean that the field contains a blank value, it can mean that all of the products have a different value for the field so we show it as blank. In the above example the selected products have different Categories, so the category is shown as blank (because it wouldn't make sense to show multiple categories in one box).
Leaving Values Unchanged
To leave a value unchanged, click the button to the left of the value until it shows a green padlock, this tells the bulk editor to leave that value unchanged.
Leaving values unchanged is the default setting for all fields.
Editing a Value
To edit a value simply type the new value into the desired field, or for drop down lists select the desired value from the list.
In the above example we have changed the category to be
Cables
, and the subcategory to be
Misc
. Note that the button image has changed to a yellow pencil to indicate that the value will be edited.
Erasing or Zeroing a Value
If you want to erase a value, or zero it, click the button next to the value until the image becomes an eraser.
In the above example we have set the
Supplier Stock No.
value to be erased. This will cause the bulk editor to set the supplier stock no value to be blank for all selected products.