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    1. System Requirements
      1. Installing Easify for the first time
      2. Installing the Easify Client on a New Computer
      3. Upgrading Easify
    1. Running Easify for the First Time
    2. Evaluation Window
    3. Installing your License
      1. Setting the Administrator Password
      2. Login Window
      3. Selecting your VAT status
      4. Easify Main Window
      1. About Adding Products
      2. Adding Manufacturers
      3. Adding Suppliers
      4. Creating Product Categories and Subcategories
      1. Configuring Options
        1. Phone Dialing
        2. Customer Types
        3. Postcode Lookup
        4. Advanced Options
        1. Payment Routing
        2. Payment Terms Options
        3. YesPay
        4. Regional Settings
        1. Order Statuses
        2. Order Types Options
        3. Advanced Options
        1. Receipt Printer
        2. Advanced POS Print Options
        3. Pole Display
        4. Advanced POS Options
        1. Product Options
        2. Default Margins Options
        3. Product Info
        4. Advanced Options
        1. Purchasing Options
        2. Advanced Options
        1. Document Management
        2. Email Notifications Options
        3. Updates
        4. Advanced Server Settings
        5. Help System
        1. VAT Settings
    4. You're Ready to Go!
    1. Products
    2. Product Sales History
      1. Adding a New Product
      2. Product Details
      3. Product Pricing
      4. Product Stock Levels
      5. Product Notes
      6. Product Info
    3. Editing Multiple Products
      1. Printing Product Labels
      1. Importing Products into Easify
      2. Supported Import File Types
      3. Doing a Product Import
    1. Customers
    1. Orders & Quotes Main Window
    2. Order Status Explained
      1. Raising a New Order
      2. Working With Products
      3. Product Status
      4. Internal Notes
      5. Document Management
      6. Scheduling
      7. Assigning Users to Jobs
      8. Keeping Track of Hours
      9. Billing
      10. Taking Payments for Orders
    1. Purchasing
    2. Raising a New Purchase
    3. Adding Notes for Your Supplier
    4. Purchase Internal Notes
    5. Document Management
    6. Scheduling Purchases
    7. Recording and Searching Serial Numbers
    8. Paying for Purchases
    1. Overview
    2. Working with Text
    3. Working with Pictures
    4. Working with Boxes and Lines
    5. Working with Data
    6. Working with Sections
    7. Section Editor
    8. Menu Editor
    9. Formula Editor
    10. Advanced Field Formatting
    11. Document Security
    12. Toolbar Reference
    1. Electronic Point of Sale (EPOS)
    2. Raising a Sale
    3. Cancelling a Sale
    4. Changing Product Quantities
    5. Adding Comments to a Product
    6. Selecting a Customer for a Sale
    7. Creating a New Customer for a Sale
    8. Discounting a Sale
    9. Loading and Saving EPOS Sales
    10. Printing Receipts & Other Paperwork
    11. Taking Payments
    12. Returns and Refunds
    13. Setting the Float
    14. Cashing Up
    1. Knowledgebase Overview
    2. Knowledgebase Article Editor
    1. Security
    2. Users
    3. User Permissions
    1. Finance
      1. Accounts
      1. Cashbook
    2. Bulk Invoicing
    1. Installation Problems
    2. Installation Error Codes Explained
    3. MSXML6 Setup Failed
    4. The SQL Server service failed to start
    5. Could not load file or assembly when loading reports
    6. Crystal Reports 2008 Runtime SP1 - Error 1935
    1. Easify Advanced Server (EASU)
      1. EASU Installation Guide
      2. Easify Advanced Server Manager
      1. Running Multiple Companies in Easify
      2. Installing an Additional Company
      3. Installing EASU for a New Company
      1. Scheduling Overview
      2. Scheduling Recurring Orders
      3. Scheduling Recurring Purchases
      4. Scheduled Backups
      5. Creating Scheduled Tasks
      6. Viewing & Editing Scheduled Tasks
      1. ECommerce with XML/SOAP
      1. Easify Connector for WordPress / WooCommerce
      2. Installation Guide
      3. Setup Options
      4. Orders Options
      5. Customers Options
      6. Shipping Options
      7. Payment Options
      8. Logging Options
    1. YesPay Card Payment Processing Overview
    2. What You Will Need
    3. Setting up YesPay
    4. Taking Payment with Chip & PIN
    5. Taking Cardholder not Present Payments

Installing an Additional Company

Adding an additional company is easy in Easify if you have EASU installed, all you need to do is re-run Easify setup and select the option to add a new company. This article will walk you through the process.

We strongly recommend that you run Windows Update and install all critical updates and service packs before installing Easify.

We strongly recommend that you temporarily disable anti-virus software during the installation process, and that you reboot your computer prior to installing Easify.

When you launch Setup.exe you will be greeted with the installer welcome screen. Click Next to continue.

Please read the Easify End User License Agreement (EULA) and if you agree to its terms, tick the box to accept the license agreement.

Click Next when you are ready to move on.

Easify setup will now check your computer for any previously installed versions of Easify. As we are installing an additional company Easify will detect the previous installation and will ask if we want to upgrade the existing installation.

Since we want to install a new company, we select the [No] option so that we can choose what we would like to do.

At the next screen of the installation wizard you have the opportunity to choose one of three installation options.

As we wish to add a new company, we will choose the third option "Add New Company".

Click Next when ready to move on.

When prompted, enter the name of the new company that you want to add. This should be the full company name as it would appear on official paperwork, or as registered at Companies House if a registered company.

Click OK when ready to move on.

Easify setup will now proceed to create your additional company.

If all went well you will be congratulated on a job well done.

And the next time you launch the Easify client on any of your Easify enabled computers, you will be prompted as to which company you would like to log onto.

Simply select the company of your choosing and click OK to open that company. You can continue to use Easify as normal.

Note: If you want to use the advanced features of EASU such as eCommerce and Scheduled orders, purchases and backups for your newly added company, you will need to re-run EASU setup for that company.

This article explains how.