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Help - (Easify V4 - Latest Version)
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
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
Videos
FAQs
Forums
Contact us
Live Chat (Offline)
Find an Easify Reseller
Become a Reseller
Easify Version 3 Online Userguide
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
.
User Permissions
Accounts
User can access the accounting system:
Allows user to access the financial reports under the
Reports->Finance
menu.
User can access management reports:
This permission reserved for future use.
User is allowed to export sales data:
The user can export sales data from Easify to CSV file.
User is allowed access to the End of Day (Z) Report:
The user is allowed to print a Z report from the main Easify
Reports->Finance->End of Day (Z) Report
menu. They are also allowed to zero the till and to cash up at the end of the day. If a user without this permission tries to cash up a till, they will be prompted to enter the username and password of someone that does have this permission. This allows a supervisor to authorise the cashing up without the user having to log off Easify.
User is allowed to use Advanced Payments for orders:
When taking payments for orders (or making payments for purchases) in the Orders & Quotes or Purchases window, this permission allows the user to change to advanced payments mode. Without this permission users can enter payment details by simply entering the payment amount split by cash, card, cheque and other method. If the user has permission to enter advanced payment mode they can enter more details such as payment date, which account to pay into, cheque/ref no. and also payment comments.
User is allowed to export all transactions:
If the user has this permission they will be allowed to export all transactions via the main Easify
File->Export->All Transactions
menu.
Backup and Restore
User is allowed to backup the Easify database:
Allows the user to backup the Easify database via the
Tools
menu.
User is allowed to restore Easify from a backup:
Allows the user to restore a backup of the Easify database via the Tools menu. You will probably want to restrict which users can use this feature as restoring your Easify database should only be done in the event of a disaster.
Customers
User can access the customers screen:
Enabling this permission will allow the user to open the customers screen.
User is allowed to export customers:
Whether the user is allowed to export the Easify customer list to a file.
User is allowed to change customer account terms, trade and credit:
Allows the user to manage account terms and credit.
User is allowed to import customers:
Enabling this permission will allow the user to import customer records from a CSV file.
General
User can debug system:
This permission reserved for future use.
User can access the Knowledgebase:
Allows the user to open the Knowledgebase.
User can delete Knowledgebase articles:
Grant this permission if you want the user to be able to delete knowledgebase articles.
User is allowed to schedule orders, purchases & backups:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to use the scheduling features that it provides.
Options
User is allowed to access the options menu:
Enable this if you want the user to be able to gain access to Easify options.
User can change VAT settings:
Enabling this permission will allow the user to be able to change Easify VAT settings. You will probably not want to enable this permission for most users as VAT settings are generally set one time, or VAT rates are changed.
User is allowed to access the options menu EPOS tab:
Enable this permission to let the user make changes to
EPOS
setting in the
Options
screen,
User is allowed to access the options menu Quotes & Orders tab:
Allows the user to make changes to the
Quotes & Orders
settings of the
Options
screen.
User is allowed to access the options menu Email Notifications tab:
Granting this permission enables the user to edit
Email Notification
settings in the
Options
screen.
User is allowed to access the options menu Products tab:
Allow the user to edit Products settings in the
Options
screen.
User is allowed to access the options menu Payment Terms tab:
Allow the user to edit Payment Terms settings in the
Options
screen.
User is allowed to access the options menu Purchasing tab:
Allow the user to edit Purchasing settings in the
Options
screen.
User is allowed to access the options menu Order Types tab:
Allow the user to edit Order Types settings in the
Options
screen.
User is allowed to access the options menu Default Margins tab:
Allow the user to edit Default Margins
settings in the
Options
screen.
User is allowed to access the options menu Customers tab:
Allow the user to edit
Customers
settings in the
Options
screen.
User is allowed to access the options menu General tab:
Allow the user to edit
General
settings in the
Options
screen.
User is allowed to access the options menu Finance tab:
Allow the user to edit
Finance
settings in the
Options
screen.
User is allowed to access the options menu Document Management tab:
Allow the user to edit
Document Management
settings in the
Options
screen.
User is allowed to access the options menu Advanced Server Settings tab:
Allow the user to edit
Advanced Server Settings
settings in the
Options
screen.
User is allowed to access the options menu Order Statuses tab:
Allow the user to edit
Order Statuses
settings in the
Options
screen.
Orders & Quotes
User can access the orders screen:
Enable this permission to allow the user to access the
Orders & Quotes
window.
User is allowed to move orders to completed status:
The user is allowed to change an orders status to completed in the Easify back office (order details screen).
Paperwork
User can use the Paperwork Designer:
Enable this permission to allow the user to use the
Paperwork Designer
.
Note:
There will be additional permissions in the Paperwork category, one for each document that has been created with the
Paperwork Designer
. Each document will have its own permission here.
Point of Sale
User can access the EPOS system:
Enable this permission to allow the user to access the
Point of Sale
window.
User is allowed to open the till by pressing Ctrl+O:
In the POS the till (if present) can be opened by pressing Ctrl+O or by pressing the open till button. This permission allows the user to do so.
User is allowed to give discounts via POS F6:
This permission allows a user to give discounts to customers in the POS by pressing the F6 (Discounts) button.
Products
User can upload updates to website:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to re-publish (upload to website) all of your published products via the main Easify
Products->Re-publish all Products to Website
menu option.
User is allowed to run automated price checks:
This permission reserved for future use.
User can edit manufacturers:
Enable this permission to allow the user to access the
Manufacturers
window.
Users can access the Products screen:
Enable this permission to allow the user to access the
Products
window.
Users is allowed to import product data:
Enable this permission to allow the user to import products from CSV or TAB files.
User is allowed to edit the product location list:
This permission allows the user to edit the product location list either from the main Easify
Products->Product Locations
menu, or by adding them directly to the
Location
drop down list in the product details screen.
User is allowed to export product data:
Allows the user to export a list of Easify products to CSV file via the Easify
File->Export->Products
menu.
User is allowed to edit stock items:
Allows the user to edit product details.
Purchases
User is allowed to access the purchasing screen:
With this permission the user can gain access to the purchasing screen.
User is allowed to export purchase data:
Allows the user to export purchases to CSV file.
User is allowed to set purchases to received state:
Allows the user to set the status of a purchase to received in the Easify back office.
Reports
User can access production reports:
With this permission the user can gain access to the main Easify
Reports->Production
menu.
Security
User is allowed to manage other users logins:
Grant a user this permission if you would like them to be able to manage other users in Easify.
User is allowed to view history event log:
Allows the user to review the Easify history event log. Generally you would only allow this permission for supervisors or managers.
Suppliers
User can access suppliers screen:
Enable this permission to allow the user to access the
Suppliers
window.
Task Scheduler
User is allowed to create backup tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to create scheduled backup tasks.
User is allowed to edit backup tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to edit scheduled backup tasks.
User is allowed to create orders & quotes tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to create scheduled orders tasks.
User is allowed to edit orders & quotes tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to edit scheduled orders tasks.
User is allowed to create purchases tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to create scheduled purchases tasks.
User is allowed to edit purchases tasks:
If you have the
Easify Advanced Server Upgrade
(
EASU
) installed this permission will allow the user to edit scheduled purchases tasks.
Column Permissions
Users can customise which columns are shown in the main back office screens (Customers, Products, Orders & Quotes & Purchases). Each column has a related permission that allows you to control which users are allowed to view which column.
Column permissions in the User Permissions section of the edit user screen are hidden by default in order to reduce clutter, they can be shown by clicking the
Show Column Permissions
tick box.
The column permissions are self explanatory and will not be listed here.