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Crystal Reports 2008 Runtime SP1 - Error 1935
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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
.
Working With Products
In the previous help topic we covered how to easily and rapidly create a new order and add products to it.
No doubt you will wish to make changes to your orders such as changing prices, quantities, VAT rates or even adding comments to each item on an order. The orders window allows you to do exactly those things.
Differences Between Stock Control Modes
Easify can be operated in a number of stock control modes, the order window will look slightly different depending on which mode you have selected.
Order Window in Manual or Semi Automatic Stock Control Mode:
Order Window in Automatic Stock Control Mode:
As can be seen in the above image, using Easify in automatic stock control mode adds a new button to the toolbar (
View Allocations for Selected Product
), and replaces the
Stock Level
column with two new columns,
Alloc.
and
Free/On Hand
. Both these features will be discussed in depth later.
Product Columns Described
SKU:
The SKU (Stock Keeping Unit) of the product.
Manufacturer:
The product manufacturer.
Description:
The product description.
Qty:
The quantity of the product that is required. Change this value as required.
Stock Level:
(Manual or Semi-automatic stock control mode only) This column displays the quantity of the product that is in stock. This value does not update in real time, however you can refresh the values in this column at any time by clicking the
button.
Alloc.:
(Automatic stock control mode only) The quantity of stock that is currently allocated (reserved) for this product. You can change the
Alloc.
value for a product yourself, either to allocate stock in order to reserve it for an order, or to deallocate stock which frees up stock for other orders. If you wish to see which other orders this product has been allocated to you can click the
button.
Free/On Hand:
(Automatic stock control mode only) This read only column displays two values separated by a '
/
' symbol. The
Free
value tells you how many products you have in stock that are not allocated anywhere i.e. that are freely available to sell. The
On Hand
value denotes how many of the products in total you physically have in stock.
VAT:
(VAT registered users only) If you are registered for VAT this column displays the VAT code for the VAT rate that the product is currently using. You can alter this value if you have a product for which you want to change the VAT rate.
Price Ea.:
This column contains the each price of the product.
Total:
This is the total price for the product. It is calculated as
Qty
x
Price Ea.
for the product. If you are VAT registered the total excludes VAT.
Status:
This column contains the status of each product on the order. You may change this value to reflect the current status of each product within an order. As an order progresses through your company you should update the product status to help you keep track of your work flow.
Product status is discussed in greater detail here
.
Comments:
This column can be used for comments that you wish to add to the products on an order. Either type a comment directly into the comments column, or double click the comments column to open a text editor where you can enter multi-line comments. You can also select the product and click the
button to open the comment editor.
Note: Any comments you enter here will appear beneath the product they relate to on printed quotes, estimates and invoices. Comments are a great way of adding descriptive notes to your quotations, they are also an excellent way of adding justifications to the elements of an invoice if you feel that they require further explanation for your clients.
Note: If you have enabled the Serial Number Column in Easify options, the serial number column will be visible in the order details window.
Adding, Deleting and Changing Product Quantities
Adding products to an order
was covered in the previous help topic.
You can change product quantities by directly entering a quantity value for the product in the
Qty
column.
Note: In automatic stock control mode, changing the quantity of a product when the order is in an
active status
will automatically adjust the amount of stock allocated in the
Alloc.
column up to the amount of free stock available
.
It is possible to enter a negative quantity for a product on an order, this is useful if you are processing a product return. You can add the returned product to an order, give it a negative quantity and it will therefore be given a negative value.
To delete a product from an order, simply select it and press the delete key, or select it and click the
button.