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ECommerce with XML/SOAP
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Easify Connector for WordPress / WooCommerce
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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
.
Purchase Internal Notes
Overview
Easify features an internal notes system that allows you to add notes to each purchase in Easify.
Think of Easify's internal notes as the kind of notes that are kept by your doctor, after every visit your doctor will update your notes to describe the nature of your visit and to record conversations and advice / prescriptions given. The Easify internal notes system can be used in much the same way.
Instead of keeping notes on paper, on post-its or in people's heads, keep notes within the Easify internal notes system and all Easify users on the network can access the notes for a purchase any time they like.
Additionally, Easify can be set to email you any time a purchases internal notes are updated. If you get your purchasing staff to update internal notes, you can stay informed about important purchasing events and gain the ability to get involved with problems sooner rather than later.
Using the Internal Notes System
To add an internal note to a purchase, open the purchase you wish to add the note to and click the
button. This will launch the internal notes editor.
Your Easify username will appear pre-populated in the
Your Name
text box.
Enter your notes in the
Notes
section.
Note: We find it best to be concise when entering notes, as managers that have chosen to receive copies of all internal notes can receive many internal note emails per day.
On the right hand side of the internal notes editor you will see a list of Easify users that have an email address associated with them in the Easify user manager. Select which users you would like to receive a copy of the internal note you are about to add. It is a good idea to include anyone that would benefit from reading the comment you are about to add.
Some users will be already selected to receive a copy of the note and will be greyed out to prevent them being deselected. These are users such as managers that have elected to receive copies of all internal notes. This setting can be changed via the Easify user manager.
When you are happy with your note and have selected who to send a copy to, click the OK button to save the note to the purchase.
A copy of the note will be emailed to the people that were selected in the
Email a copy to...
list.
If you now select the Internal Notes tab of the purchase, you will see your new note appended to the internal notes, along with who entered the note, the date and time and a list of people that the note was emailed to.
As more notes are added to a purchase, they are appended to the existing notes.