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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

Creating Product Categories and Subcategories

Not only can you enter all of your products and services into Easify, you can organise them into categories and subcategories too.

Spend a little time thinking about how you wish to organise your products and services into categories and subcategories. If you launch Easify in Demo mode you can see how we chose to categorise the products and services of our fictitious company Easify Electricals. Hopefully this will provide suitable inspiration.

Click Products in the Main Menu.

Then select View Products

From this window you can add product categories, subcategories and product items.

Using product categories and subcategories, we can organise our products into groups so that we can easily find them later. The first step here is to create your product categories and then add in the subcategories under each category.

Click the

button to add a new product category.

Here you can enter a name for your new category, you can also set default trade and retail margins for the category if desired.

You can enter either a margin or a markup depending on your preference, updating the margin will auto-calculate the markup and vice-versa. The default margins are used when creating subcategories of products, the newly created subcategory inheriting the default margins of the category it is created within. If you apply different margins to different categories this is a great way of always making sure you use the correct margin when creating new subcategories.

Click OK when done.

You are now returned to the products window where you will see the your product category listed under "All Products".

Repeat this step to add as many categories as you need.

Once you have the categories you require (you can always add more later), you can add subcategories.  

To do this, select the category under which you wish to add your subcategory (in this case Delivery & Labour), then click the

button to add your subcategory.

Enter a name for your new subcategory, and if desired change the default trade and retail margins for the subcategory.

Notice that the default trade and retail margins were already present when the Add New Product Subcategory window opened, these were taken from the Delivery & Labour category that we just created. You are free to change the default margins for the subcategory to whatever you like as they do not have to be the same as the default margins for category the new subcategory is in.

Default margins for subcategories are used when you create new products, a newly created product takes its initial margins from the default margins of the subcategory it is created in. Default margins are also used when you import products without margin information, the margins being taken from the default margins of the imported products subcategory.

Note: You can review and change category and subcategory default margins at any time via Easify Options. This can be found via the main menu Tools->Options->Products->Default Margins.

Click OK when done.

Continue to add more subcategories as required.

Your subcategories are not always visible. This is the case when the list of categories is being viewed in "collapsed" mode. This is easily seen as each category that has subcategories will show a Plus (+) symbol to the left of the category title.

Clicking on this Plus symbol will expand the list and show the subcategories beneath.  Note that the Plus symbol has changed to a minus symbol now.