Options
Open Options from the sidebar Tools menu or the gear in the top bar. Easify Web remembers the page you came from and can take you back there.
Categories (same grouping as Easify Pro):
- Customers — phone dialing, customer types, postcode lookup, advanced
- Finance — payment routing, payment terms, credit control, regional settings, PaymentSense
- Orders & Quotes — order statuses, order types, advanced
- EPOS — receipt printer, pole display, advanced (hardware; mainly used from Pro)
- Products — default margins, product info, assemblies, loyalty points, advanced
- Purchasing — purchase types, auto purchaser, advanced
- General — document management, email, updates, other
Product Info and Assemblies options are Easify Pro teasers in the web client. Some EPOS pages only apply when you use till hardware with Easify Pro.
[Desktop screenshot of the Easify Web Options shell. Light theme. Left: Options category tree (Customers, Finance, Orders & Quotes, EPOS, Products, Purchasing, General) with Customers expanded and Customer Types selected. Main pane: Customer Types settings form. Top or footer with Save/Cancel if dirty. No real company secrets; sample type names such as Retail and Trade.]