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About Easify

  • Installing Easify on the Cloud
  • Installing an additional Easify Pro Client on the Cloud
  • Upgrading Easify on the Cloud
  • On Premises Installing Easify for the first time Installing your Easify License Installing an additional Easify Pro Client Installing an additional Easify Server Upgrading Easify Upgrading Easify from Version 3
  • Installing Easify for the first time
  • Installing your Easify License
  • Installing an additional Easify Pro Client
  • Installing an additional Easify Server
  • Upgrading Easify from Version 3
  • Logging In On the Cloud Logging in to Easify Cloud Easify Connection Manager on the Cloud On Premises Logging in to Easify Easify Connection Manager Discovering Easify Servers
  • On the Cloud Logging in to Easify Cloud Easify Connection Manager on the Cloud
  • Logging in to Easify Cloud
  • Easify Connection Manager on the Cloud
  • On Premises Logging in to Easify Easify Connection Manager Discovering Easify Servers
  • Logging in to Easify
  • Getting Started Running Easify or the First Time Initial Setup Selecting your VAT status Preparing to Add Products Adding Manufacturers Adding Suppliers Creating Product Categories and Subcategories
  • Running Easify or the First Time
  • Initial Setup Selecting your VAT status Preparing to Add Products Adding Manufacturers Adding Suppliers Creating Product Categories and Subcategories
  • Selecting your VAT status
  • Preparing to Add Products
  • Creating Product Categories and Subcategories
  • Troubleshooting Installation Problems Connectivity Issues
  • Card Payments Payment Sense Overview Getting Started Taking Card Payments Refunds Cashback Reporting
  • Payment Sense Overview Getting Started Taking Card Payments Refunds Cashback Reporting
  • Customers Customers Editing a Customer Record Product Sales History Order History Documents
  • Editing a Customer Record
  • Document Management System (DMS) DMS Overview Using the DMS with DropBox Using the DMS with DropBox via Network Share (Advanced)
  • Using the DMS with DropBox
  • Using the DMS with DropBox via Network Share (Advanced)

Categories & features

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