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Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Help
Home Help
 
  Using Help
The menu on the left hand side is the same as the one in "Easy For You".
Choose the menu to obtain the corresponding assistance.


Help Buttons in the Document management window

   (1) Search field
  (2) Search
  (3) Edit
  (4) Update software
  (5) Add new
  (6) Delete
  (7) Refresh
  (8) Print
  (9) Number
  (10) E-mail


   (1) Sales
   (2) Purchases
   (3) Open
   (4) Closed
   (5) Not Paid
   (6) The number of documents displayed at the time of search
Help Buttons in the Customer, Products… window

   (1) Search field
   (2) Search
   (3) Help Buttons in the Customer, Products… window³
   (4) Cancel
   (5) Edit
   (6) Add new
   (7) Delete
   (8) Refresh
   (9) First record
   (10) Previous record
   (11) Next record
   (12) Last record
   (13) Search field³
   (14) E-mail
   (15) Printing address
   (16) History
   (17) Barcodes



Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page Document
Home Help



  Getting Started - Fast encoding of a document
  • Click the tab in order to choose the type document that You wish to create.

    Orders=BC1
    Invoices=FT1
    Credit-Notes=NC1
    Price offers=OP1
    Etc…
  • Click on the search button to select a customer or supplier.

    (To imput a new customer, type his name in the field located on the left of the binoculars (search button) and validate with the Enter key from your keyboard. Then, click on YES for adding the customer. Input the data and to finish, validate the data of the customer with the F10 key or click the OK button)

    Click on the to generate the new document.
  • The focus goes automatically in the body of new document.
    Click on the button to select a product and press the ENTER key of your keyboard to confirm and pass to the following column.

    (To input a new product, type its Code in the column Code and press Enter on your keyboard to validate. Then, click on YES for adding the product. Input his data and to finish, validate by pressing the F10 key of the keyboard or click the OK button)
  • PS: If You want to add products in a document, a RIGHT click on the activates a search by secondary Code.
  • If needed, adapt the quantities, price...
    If You have the package STOCK CONTROL, the products quantities are automatically updated when you create invoices.
  • To add lines, click on the or DOWN arrow or F2 Key of the keyboard.
  • To finish: save the document by clicking on the or F10 key.
    For printing the document: click the or F7 key.

    IMPORTANT: Do not forget to use the RIGHT-click of your mouse to activate the contextual menus.
 
  Inventory Control
  • To add the products to your stock, to change this quantity, create a supplier Invoice or inventory document:

    1) Click the button "Purchase" of the File->Documents.

    2) Click the tab "Purchase" or "Inventory".

    3) Type "REG" like supplier (REG = supplier Code for the inventory).

    4) Click the button "+" to add a new document.

    5) If the product exist already in the File->Products, in the body of the document, simply type the product Code and quantity to be returned in stock in the body of the document.

    6) If the product does not exist, type the new Code in the body of the document, then type Enter and allow to "add new record", then return to the document and encode the quantity to be entered in stock.


    PS: Outgoing stock automatically accounted for by either the sales invoices, receipt, picking ticket or cash-register.

  Selections and filters
  • To browse All the type of documents, double-click in the field "Customer"
    The documents post themselves by order of number (most recent above).
  • Functionality s of the CODE field: Input the Code of a customer or existing supplier then ENTER or To search: Type the first letters of a Code followed by * (wildcard) then press ENTER or type its VAT ID number then ENTER or
  • Click on the search button to select a customer or supplier then click on the button + or function F2 key to add a new document.

  • For posting All the types documents for only one customer, carry out a "Research customer" or double click the name of a customer posted in the grid of the documents.
  • Click the right button of your mouse on the search button to find the document by amount
  • Click the right button of your mouse to insert a new “out of sequence” document number
  • The selection cursor is used to filter the number of documents resulting from a query.
    PS: The smaller the value, the faster the search, however, the former documents will not be posted.


  Copy a document (Example: Order (BC1) to Invoice (FT1).
  • Select the documents to be copied, for example the open orders of a customer while clicking (+ CTRL) in the margin of the grid of the documents.
  • Click the right button in the menu "Copy-To", there You can choose the Type document towards which You will gather the selected documents (for example FT1 to copy to a new Invoice).
  • The copied Orders will be placed in statute "Closed".
    For each product in the document the stock" Quantity in Order" will be automatically updated.
  Using Packages (sets of products or text lines).
  • To create new Package:
    On the encoding of the products in a document, click the right button and choose "Save Package"
  • The whole of products and/or texts present in the document will be saved as a Package and can be restored (loaded) in another document.
  • To restore a Package:
    in case of the encoding of the products in a document insert a blank line, click the right button and choose "Load Package".
  • The whole of products and texts present in the Package will be recovered in the active document.
    For example, do not check "Price". In this case the active prices from the products will be taken by default.
  Posting of the last prices.
  • In the body of a document, if the cursor arrives at the price level press F1.
    A window posts you then:
  • On left, the various prices in progress in the products
    At the right, the history of the sales for the active customer in the document and for the active product.
    Down field which allows the encoding of a price VAT-included.
  • You can click on one of the prices of left or one of the old prices of the history to restore it in the document.

  Add text to a document
  • During the encoding of the lines in the body of a document, click the right button and to choose the menu "Insert text", in the window type your text.
    PS: use the key "Insert" of the keyboard to insert blank lines.
  • You can save texts (complimentary closes etc?) by using the right button and the menu "Save Package".
  • To create new texts "type", use simply the body of a new document "OP1-Price-Offers".
    Type your text in the document body and click the right-button to choose "Save Package".

  Open or Closed documents
  • The "Closed" documents are for example:
    Invoices having printed or sent by e-mail.
    Orders having been copied towards one Invoice.
    See Files->Documents settingss-> fields "Closed for..."
  • The open documents are All those which "Are not closed"! ;-)
  • For the encoding of a PAYMENT in a closed document, Click on the doc.number, after, click right and make your choice -> Payment Look also in Help Menu->F.A.Q. (Frequently Asked Questions)
  • To correct an error in an document, click the menu: Edit->Doc. Reopening

  Change the layout
  • If you want to modify the layout of a document, go to menu :
    File->Company to insert a logo or modify the head of your document.
    See also the menu Tolls->Parameters->Printing.
    You can also using an HTML editor such as Front-Page or Dreamweaver .
    To edit the file LAYOUTMOD.HTM (copy from layout.htm) in your folder [cprogramfiles].
    Look also Menu Help->F.A.Q. # 17
  • Concerning the Pricelist, see option: EFYLAYOUT. If you are not familiar with an HTML editor, see option: EFYLAYOUT+EFYLAYOUT2

  Payment
  • The "Not paid" button gives you real time information concerning unpaid invoices and customers debit balance.
  • Usual type of payment for this customer or supplier.
    Notice: In a document, if the type of payment is encoded, the document is regarded as "already paid" and is no longer a part of the "Unpaid" documents.
  • For the encoding of a PAYMENT in a closed document, Click on the doc.number, after, click right and make your choice -> Payment Look also in Help Menu->F.A.Q. (Frequently Asked Questions)
  • To correct an error in an document, click the menu: Edit->Doc. Reopening
  • Printing of the type of payment in a NOT paid document : to choose in the menu : File->Customer->Payment

  VAT code
  • The calculation of the VAT (sales tax) will be done according to the VAT ID code included in each line of a document.
  • When adding a product line in a document, if the currency of the document is the currency used by default in the Tools->Parameters->General->Currencies, the VAT ID code used by default will be the one used in the product form, The TaxID taken by default is the one present in the File->Product , in other cases, the VAT ID code taken by default will be the one present in the File->Currencies->VAT ID code.
  • When adding a new product in the File->Products, the VAT ID Code by default will be taken in the Tools->Parameters->Accountancy->VAT ID Code Sales and Purchases.

  Back-Order management


The Back-Order tab lists the OPEN orders of all customers (or suppliers for purchases)

BO=Back-Orders (orders that have not been delivered yet)

TO CREATE A PARTIAL DELIVERY :


  1. Under the back-order tab, select the specified customer by double-clicking the corresponding line of the document.
  2. For each product, enter the quantity to be delivered under the column "delivered" (the only column you can edit) and press the F10 key to validate the whole operation
  3. To generate the invoice corresponding to these products and to remove them from the inventory: click Code customer and then click the right button of your mouse and choose "copy to" invoice or picking ticket
Note :
  • Only the lines corresponding to a fill in delivery disappear from the table after invoicing.
  • The corresponding order is automatically closed when the total of the products have been delivered.
  • Printing or the pre-visualisation shows the quantity left to deliver





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Products
Home Help


  Code

  • The Code of the product is a logical combination of characters and/or numbers making it possible to easily find the product in its file.
  • Example of Code of product:MOBNOK6610 MOB=abbreviation from mobile Phone, NOK=abbreviation of the make (Nokia), 6610=Code number
  • You will be able to establish the most appropriate encoding for the type of products or services you offer.
  • This Code will enable You to find a record easily by typing the Code or the beginning of the Code followed by the character * (wildcard).
  • Exemple: MOBNOK* type ENTER or F6, You find first *Nokia mobile phone in the list C.Ph. Nokia of the list in a window (scrolling) which lists the remainder of the recordings following alphabetically by Codes and accessible by the arrows keys.
 
  Secondary Code

  • SECOND Code OF SEARCH.
    Same as for the first, which would be, for example, a numerical Code or barcodes. This one could be a make or a supplier in order to facilitate search.
  • PS: If You want to add products in a document, a RIGHT click on the activates a search by secondary Code.
  • You can activate the printing of the second category for your documents in menu :
    File->Documents settings->To print the secondary Code
 
  Description

  • The description of the product will be restored in the respective language of your customer or supplier during the encoding of your documents (invoices, Price-Offers... etc).
  • It is not necessary to encode the descriptions in All the languages.
    Example, if You choose a description in English for your products, it will be automatically taken again by defaults in the other languages.
  • This value is proposed by default during the creation of a document and can always be adapted.
 
  Supplier

  • The SUPPLIER, if already existing in the database of the suppliers, will be sought by the traditional formula (the first letters of the Code followed by a * - wildcard) or if it is new, it can be added here.
  • In the event that the Code does not exist , the software asks You whether You wish to add the new Code and will pass automatically into the management of the suppliers.
    If You do not wish to note supplier code, use the Code "ME"
 
  VAT Sales Purchases

  • For VAT CODES, values will be proposed by default (see Tools - Parameters)
  • If the postal code suggested is not appropriate, type one * (wildcard) then ENTER, a window appears with All the disposable codes.
    You have the possibility to create a new code.
  • The calculation of the VAT (sales tax) will be done according to the VAT ID code included in each line of a document. When adding a product line in a document, if the currency of the document is the currency used by default in the Tools->Parameters->General->Currencies, the VAT ID code used by default will be the one used in the product form, The TaxID taken by default is the one present in the File->Product , in other cases, the VAT ID code taken by default will be the one present in the File->Currencies->VAT ID code.
  • When adding a new product in the File->Products, the VAT ID Code by default will be taken in the Tools->Parameters->Accountancy->VAT ID Code Sales and Purchases.
 
  Ledger account

  • The Counterpart (general accounts sales and purchases in accountancy) can be can be used for possible connection of "Easy For You" to an accountancy software.
  • The default code can be modified in the menu Tools -> Parameters.
 
  Counterpart

  • The COUNTERPART and Ledger account (general accounts sales and purchases in accountancy) can be encoded and can be used for a possible connection of "Easy For You" to accountancy software.
  • The default code can be modified in the menu Tools -> Parameters.
 
  Stock

  • The Code of the product is a logical combination of characters and/or numbers making it possible to easily find the product in its file.³
  • The MINIMUM QUANTITY and OPTIMAL will be used to print a list of the product to be ordered.
  • OPTIMAL QUANTITY = ideal Quantity in stock. (If stock passes in minimum lower part of the quantity, the order supplier proposed in the list of the products will be equal to the optimal quantity minus the quantity available round to conditioning.
  • CONDITIONING makes it possible to automatically round the quantities in the lists of products to be ordered to the suppliers.
    See menu File->Documents settings->Document default quantity = Packaging quantity
  • The QUANTITY ORDERED = Total quantities of products in the OPEN customer orders or to also suppliers.
    Check the menu Tools->Reorganisation->Recompute of the quantities in open orders, RMA and composed produts
  • The two fields "Under repair" post the quantities of parts under repair belonging to the customers and to the store.
  • To change this quantity, create a supplier Invoice or inventory document:

    1) Click the button "Purchase" of the File->Documents.
    2) Click the tab "Purchase" or "Inventory".
    3) Type "REG" like supplier (REG = supplier Code for the inventory).
    4) Click the button "+" to add a new document.
    5) If the product exist already in the File->Products, in the body of the document, simply type the product Code and quantity to be returned in stock in the body of the document.
    6) If the product does not exist, type the new Code in the body of the document, then type Enter and allow to "add new record", then return to the document and encode the quantity to be entered in stock.

    PS: Outgoing stock automatically accounted for by either the sales invoices, receipt, picking ticket or cash-register.
  • See menu:Tools->Reorganisation->Recompute your stock quantities according to the sales, purchases documents and Back-Orders.
 
  Update Stock

  • If the field is not checked, there will be no stock control for this product.
  • Example: A product like REGister.
    If a document exists for this product, the status of this field can no longer be changed.
 
  Price

  • Purch. Pr.
    Corresponds to the product price given at the encoding of the last purchase Invoice.
  • Cost Price
    Calculated for a product according to the total value of the quantity in stock added to the total value of the last purchase Invoice, the whole divided by the total quantity of the products (balanced average price).
  • Price (1,2,3,4,5)
    The 5 SELLING PRICES are calculated by default according to the margins established by default in the menu Tools -> Parameters.
    Example of Code of product:MOBNOK6610 MOB=abbreviation from mobile Phone, NOK=abbreviation of the make (Nokia), 6610=Code number³
  • Margin (1,2,3,4,5)
    You can also directly encode the desired profit margin, and the software calculates the selling price.
    See menu:
    Tools->Parameters->Products->Margin
  • VAT Included (1,2,3,4,5)
    On right-hand side, You have the Price including the taxes.
  • By quantity
    Decreasing tariff per quantity.
  • PS. In the product form, to avoid the curiosity of some, the cost prices and purchases prices can be hidden by means of the button
  • This value is proposed by default during the creation of a document and can always be adapted.
 
  Expiration date

  • To check the validation date with the product list.
 
  Visible on Pricelist

  • If You do not check this field and You print a Price->List (also e-Commerce), these products will not appear.
 
  Ecotax Reprobel

  • Green Tax
 
  Intracom

  • The INTRACOM CODE, country code and transport will be used to establish your Intracom listing automatically.
 
  Length Width Weight

  • Allows encoding of products with length (meter) squares meters M2
    For these products, the price selling can be done by panels or lengths and with the purchase per meter or m2.
  • When you print a document, the of the products weight is printed on the bottom.
    See menu:
    File->Documents settings->Weight
    Tools->Parameters->Products->Unit of weight
 
  Unused

  • If a product is already used in any document, it is not possible any more to erase it because of the relations established between products->document. In this case, please check this box, the product will disappear from your lists, selections and E-Commerce.
 
  Additional Fields

  • This field can contain specific codes for your company in order to carry out a personalised filtering, to mark or to classify some products.
    In the lists product, customers or movements, the selections of extractions or tracings are laid down.
  • Example for the sizes and colors:
    In this fields, for a product of size 34 and red color note: S: 34/C: R
    During the encoding of a document, since using the advanced search for a product (binoculars), in research on the additional fields, if you note T: 34 + ENTER research posts you the products of size 34.
    If you note S: 34/C: R + press ENTER The research posts you the red products of size 34.
    It is possible to combine this research with the categories field, the wording, supplier, Codes of the required product.
    All this selections are also possible in menu List->Movements
 
  Print pictures on documents

  • To add a picture to your product: copy your image file to the folder [cprogramfiles]\Images and rename it as your product Code (productCodejpg or .gif)
  • See menu:File->Documents settings->Print pictures on documents
  • See menu:Tools->Parameters->Products->Reduction for printing pictures
  • If you have the module EFYESHOP, all your products pictures are automatically available in your e-commerce.
 
  Package

  • The system of composed products allows You:
    - To calculate the cost price of the composed
    - To update the stock of the components.
  • You will be able to establish the most appropriate encoding for the type of products or services you offer.³
 
  Category

  • This Code will enable You to find a record easily by typing the Code or the beginning of the Code followed by the character * (wildcard).³
  • See menu:File->Category
 



Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Customers & Suppliers
Home Help


   

   Code

  • The Code of the customer is a logical combination of characters and/or numbers making it possible to easily find the customer in the Customer file.
  • Example:CAYMANPARTNER for "CAYMAN & PARTNERS".
    This Code will enable You to easily find a customer by typing the Code or part of this Code followed by a wildcard (*).
  • Example, after You have encoded the customer, type: CA* to carry out a search, then key ENTER or Tab.

    You will see a window containing All the customers classified alphabetically starting from CA , Just point to the customer using the arrows then ENTER or click the mouse at the customer s name.
 

   VAT ID#

  • For certain countries, clients will have a VAT ID number.
    If this is the case, the encoding of the VAT number will be controlled by a mathematical formula that won t accept wrong numbers.
    The first two characters determine the country or dep.
 
   General information

  • The usual and indispensable like Name, Address, Phone, etc…
 
   Additional Fields

  • This field can contain specific codes for your company in order to carry out a personalised filtering, to mark or to classify some products.
    In the lists product, customers or movements, the selections of extractions or tracings are laid down.
 
  Turnover

  • Total amount net of VAT for this customer or supplier of closed invoices less the credit-notes.
    The update turnover is done at the time of the first printing of the doc.
    By reopening the document, the opposite operation occurs.
  • See menu:Tools->Reorganisation->Turnover customer(s) or Supp.
 
   Balance

  • Total VAT amount All- inclusive less the deposit of the customer or supplier for All the documents whose payment type is not filled.
    The update is effective when the payment is encoded.
  • See menu:Tools->Reorganisation->Balance customer(s) or Supp.
 
   Listing Intrastats

  • The INTRACOM CODE, country code and transport will be used to establish your Intracom listing automatically.
 
   Limit

  • This field makes it possible to limit the authorised maximum credit limit for a customer.
    This credit is calculated on the basis of total of the open sales and not paid documents.
    If this field is to 0, EasyForYou does not take use the limit.
 
   Secondary Code

  • This Code can be that of the customer used in another accountancy software.
 
   Language

  • It is the customer s language which will be used to generate and to print the documents.
    This can be different from the language of the user.
 
   Currencies

  • It is the currency which will be used again by default at the time of the addition of a document for this customer or supplier.
    The currency rate can be modified in the document.
  • This value is proposed by default during the creation of a document and can always be adapted.
  • With the creation of a new document, if the currency of the customer is different from the currency by default (Tools - > Parameters), the VAT ID codes of the currency record precede.
 
   Payment

  • Usual type of payment for this customer or supplier.
    Notice: In a document, if the type of payment is encoded, the document is regarded as "already paid" and is no longer a part of the "Unpaid" documents.
  • This value is proposed by default during the creation of a document and can always be adapted.
  • Printing of the type of payment in a NOT paid document : to choose in the menu : File->Customer->Payment
 
   Discount

  • This discount will be used again by default on All the documents drawn up with this customer or supplier.
    This discount remains adaptable in the document.
  • This value is proposed by default during the creation of a document and can always be adapted.
 
   Salesman

  • This code is used to calculate the profits made by a salesman or to list the customers of a salesman etc…
 
   Due date

  • Number of days for the automatic calculation of the expiration date of the documents.
  • This value is proposed by default during the creation of a document and can always be adapted.
 
   Number of copies

  • Default number of copies to print the documents for this customer.
  • This value is proposed by default during the creation of a document and can always be adapted.
 
   Price Level

  • The customer Price-Level from 1 to 5 is related to the selling price from 1 to 5 in the Product-Form.
    If a customer is allotted code 4 for product added in a document, price level 4 which will be used by default
  • This value is proposed by default during the creation of a document and can always be adapted.
 
   Counterpart & Ledger account

  • The COUNTERPART and Ledger account (general accounts sales and purchases in accountancy) can be encoded and can be used for a possible connection of "Easy For You" to accountancy software.
  • The default code can be modified in the menu Tools -> Parameters.
  • This value is proposed by default during the creation of a document and can always be adapted.
 
   Category

  • The category of a customer can be related to one or more categories of products for a specific calculation of the price of the products by category.
    This field allows show specific categories according to the customer in the E-Commerce
  • See menu:File->Categories->Customer (Category E-Shop)
 
   Password

  • Input or modify here the password which makes it possible your customers to place order with the E-commerce (EFYESHOP)
    The login for E-commerce is the customer Code.
 
   Special pricing - Product by customer

  • In this field, put the number of a document in which you can encode products with special prices. At the time of a sale relating to the customer, if one of the market products is present in the referred document, it is this price (and discount) of the referred document which will be shown and which will have priority on the other price calculation.
 



Code,Description,Quantity,Order,Value,Supplier,Additional Fields,Category,Code 2,Code 3|Search by product code Print this page   File Categories
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Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Documents settings
Home Help


The various Type documents are posted in the tabs of the management of the documents.



VAT declaration Print this page   File VAT code
Home Help

New VAT ID code can be added at any time based on new legislation.



Relationship of Products/VAT ID code/Currencies/Parameters:

Please specify beforehand the sales VAT ID code by default (those you use the most) in the menu:
Tools->Parameters->Accounting->VAT ID code sales & VAT ID code purchases



Then specify these VAT ID codes in the menu:
File->Currencies, with the use of the binoculars, choose your currency by default (those you use the most which can be found in the menu Tools->Parameters->General->Currencies)


With the help of the binoculars, choose the record that corresponds with your currency, click OK and encode the VAT ID sales and purchase codes in the appropriate fields: File->Currencies->Vat id sales and VAT ID code purchases.

The VAT id codes that show up by default in the documents when adding products will automatically be chosen by the CURRENCY that is found in the customer or supplier record.



Example of an invoice VAT of 17.5%: Your company is British and your customer is British.
(To be verified-> Your currency by default is GBP)
In File->Customer, in your customer record, you choose the currency GBP
(To be verified->in File->Currency the VAT ID code is 17 for GBP, the currency of the record)
In File->Documents, when you encode the product in an invoice, the VAT ID code will automatically be chosen.
You may of course at any time replace it by another.


Example of an export invoice with 0%VAT: Your company is British and your customer is Thai and the payment is in EUR
(To be verified-> your currency is by default GBP)
In File->Customer, in your customer’s record, you choose the currency EUX
(To be verified-> In File->Currency of the record EUX, you have specified the VAT ID sales code EXP 0% (Export))
In File->Documents, when you encode a product in an invoice, it is the VAT EXP 0% that will be chosen automatically, which you may replace with another at any time.






The general accounts are used for a possible connection with an accounting package. Print this page   File General accounts
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The general accounts are used for a possible connection with an accounting package.




You can add new currencies! Print this page   File Currencies
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The rate of the currency can be updated by encoding a document or with a Package that performs an automatic update by Internet
See Pricelist: EFYCURONLINE

With the creation of a new document, if the currency of the customer is different from the currency by default (Tools - > Parameters), the VAT ID codes of the currency record precede.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File City
Home Help


Allows the input and the searching of the zip codes of your country. This function is available during the input from a customer or supplier and allows a research by zip code or locality name.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Company
Home Help


Following the reception of your licences, please do not modify the dark gray fields marked with an asterisk (*) without informing a point of sale of the software. The clear gray fields can contain HTML tags. You can or not integrate your logo (GIF or JPG) on the documents and to choose left, center or right alignment (Left and right side for the co-ordinates of the company) or not print a logo. Do not forget to specify the size of your logo in pixel and for a good printing quality, please take an image of at least 150 DPI.




To download your licences, click GO Print this page   File Licenses
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Code: Look the Pricelist from the home page
If You order a licence for a package on the reception of your payment, You will receive a code by E-mail.





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Users
Home Help

Login of the start of "Easy For You" can be activated in the menu Tools->Parameters
The Password is not obligatory.
Only the type of user "Administrator" has the right to modify certain parameters of "Easy For You".

Each user can choose his own language. In easy, the documents will be generated in the language of the customer or suppliers.
The favourite document type (tab) of the user will be active at the start of "Easy For You".
The change of language of a user becomes effective when you restart "Easy For You".

Daily backup at start-up:
With the first starting of the day, EasyForYou automatically carries out a backup your data and this on one week cycle.

Folder for your backup:
Destination for your automatic backup at the first daily starting.
Choice a folder apart from your principal computer. For example a shared folder on another computer from your network, USB Memory stick, external Hardware-Disk…
See menu: Help on the Internet -> F.A.Q. (Frequently Asked Questions) Nr. 2

At start-up, check and show the CUSTOMER orders to deliver:
With the first starting of the day, EasyForYou automatically checks the existence of orders from which the delivery date and shows all the selected open orders in the order-tab.





"Easy For You" formats and sends its documents by e-mail (HTML). Print this page   File E-mail
Home Help





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Print
Home Help



Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   File Close
Home Help


Close the connection to the database and leaves the program "Easy For You"




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Edit Save Package
Home Help

The Packages are made of a whole of lines "details products" of a document.
He can saved or charged beings.

To save a Package:
Create a new price offer, add the products and the texts which must belong to the Package.
Select the lines of the document while clicking in the left margin of the datagrid "details products".

Then click the right button and click on "Save Package".
Give a name has your Package in order to be able to Load-it later on.
The name of a package can be a product CODE, in this case the package is automatically loaded.
(This function can be used for creating long descriptions for the products)





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Edit Load Package
Home Help


The Packages are made of a whole of lines "details products" of a document.
He can saved or charged beings.

To load a Package:
In your document, click the right button on the details product datagrid. In the context menu click on "Load Package".
Note: If You don't check "Take it back again - Prices", the program will bring up to date the prices of the products contained in your Package.






Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Edit
Home Help


Pass in edit mode for the modification of the data in a customer, products, documents form




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Edit Paste
Home Help


Allows to paste the principal information of a copied product in a new product




Click the right button in the menu "Copy-To", there You can choose the Type document towards which You will gather the selected documents (for example FT1 to copy to a new Invoice). Print this page   Edit Copy To
Home Help


See the help menu "Files - > Document"
- > Copy a document to another.





To insert a blank line in a document Note: use the key "Insert" of the keyboard to insert blank lines."> Print this page   Edit Insert
Home Help


To insert a blank line in a document




To insert a blank line in a document Print this page   Edit Insert text
Home Help

In a document, click the right button in the products datagrid on the line or You wish to insert a text.
Type your text in the window and click on "Save" to integrate it into the document.

Note: If You wish save the texts in order to recover them later on, see help "Save Packages" and "Load Packages"





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Edit Add New
Home Help


Allows to add new product by taking again the data of an existing product.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   List Customer(s) or Supp.
Home Help


Allow the selection, printing or the export of the list of the customers or suppliers.




The Cash-Register Tab and Menu List->Payment Print this page   List Payment
Home Help


The Cash-Register Tab and Menu List->Payment


This list makes possible to see the various payments or deposit from your invoices or tickets (only CLOSED) or orders (only OPEN).

This list is ordered according to the payment date a regroup by type of payment with a sub-total.
This list can also recapitulate the cash movements.

Example: to add the payment of an invoice in the Cash-Register:

- Click the Invoices tab.
- Click the right button of your mouse on the document number from the paid invoice.
- In the menu payment, select the type of payment.
- In the form, type the date and the Code of the payment.

From now, the information concerning the payment of this invoice is visible in the Cash-Register.
In the Cash-Register, click the button "Day Register" or "Monthly Register" to visualise the fill in list of your transactions.

The addition of lines in the Cash-Register relates ONLY cash (no other type of payments). At the beginning, the cash amount of the "Cash-Register" is set to zero and is indicated by the first line: "Cash of the day dd/mm/yy".

Each day, a new document is automatically added by the software and takes again the total cash from the previous day.

If invoices or orders are paid with cash, the following day, the first line of the new document is "Cash-Register of the day dd+1/mm/yy". This will take the total of the payments carried out with cash the day before.

Consequently, sometime, take time to taking away some cash. If not, your Cash-Register reach big amount.

Example: to carry out some cash:

- In your Tab Cash-Register, add a line such as in a usual document.
- Type the Code "REG." like a product Code.
- Replace the description of this line with, for example: "Taking cash away for the bank".
- Encode the amount and put the quantity to -1 (Negative = taking away, positive = deposits)

To daily maintain the cash total of your Cash-Register, you can, for example, input the various taking cash deposits or cash purchases like: "Cash away for restaurant" or "Cash for fuel for my car"…

Do not forget:
Purchases : Quantity = -1
Deposit : Quantity = 1





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Parameters
Home Help

General

Currency:
Default Currency: It is this currency which will be used during the encoding of a new customer or supplier.

Auto-Unlock after:
Auto-Save: Time in seconds after which data is saved automatically in the event of detection of NO - ACTIVITY by the user.


Use the Tool Tip Text:
To disable the tooltiptext

User Login at start-up:
Login: If check in this box, "Easy For You" will force the user to identify himself when starting the program and request a password.
Not checked, "Easy For You", uses by default the name of the Ms-Windows user for the identification .
Note: In this case there is no password on the Login from "Easy For You".

Product management by serial numbers:
To activate the serial numbers management.
See menu: Help on the Internet -> F.A.Q. (Frequently Asked Questions) Nr. 12

Display the calendar:
To show a calendar in then toolbox

ID Barcode:
Preamble identification character from using a barcode (F9 by default)

Thousand separator for printing:
When printing a document, print the thousand separator.

Activate the windows to calculate the cash to return when printing documents paid by cash:
Activate a window intended to calculate the cash to be returned to the customer in the case of it pays a document with cash.

Accounting

Ledger account sales:
Ledger account purchases:
Counterpart sales:
Counterpart purchases:
The COUNTERPART and Ledger account (general accounts sales and purchases in accountancy) can be encoded and can be used for a possible connection of "Easy For You" to accountancy software.
General Accounts by default: These are the accounts which will be used again during the encoding of a new customer, supplier or product.

VAT sales:
VAT purchases:
VAT Code by default: The VAT codes which will be used again during the encoding of a new product.
If the postal code suggested is not appropriate, type one * (wildcard) then ENTER, a window appears with All the disposable codes.
You have the possibility to create a new code.

Generate the Invoice Reminders:

Customer(s) or Supp.

Default language for newly added customers:
Default language: It is this language which will be used by default during the encoding of a new customer or supplier.

Category:
Default category when you add a new customer or supplier

Salesman:
Default salesman letter when you add a new customer or supplier

When printing a customer address, prints the country code in front of the zip code.:
When printing a document, the Zip code is printed before the locality

Printing address on envelope:
Parameters for the adjustments of the print position of the address during the printing of an envelope since the tools (envelope) in the menu File->Customer & suppliers.

Products

Margin cost Price:
Benefits in percents for the automatic calculation of the cost price compared to the purchase price at the time of the adding of a new product.

Margin price 1,2,3,4,5:
Marge's by default: These are the margins which will be used by default during the encoding of a new product.

Example :
Cost Price = 100 EUR (VAT Excl.)
Selling Pr. = 125 EUR (VAT Excl.)
Margin price = (1 - ( 100 / 125 )) x 100 = 20 %
Profit = 25 % = ( 100 + 25%)

Cost Price = EUR (VAT Excl.)
Selling Pr. = EUR (VAT Excl.)
Margin price = %
Profit = %


By quantity:
DECREASING PRICE SCALE for automatic calculation of product sales prices
See menu: Help on the Internet -> F.A.Q. (Frequently Asked Questions) Nr. 11

Average cost price:
Calculated for a product according to the total value of the quantity in stock added to the total value of the last purchase Invoice, the whole divided by the total quantity of the products (balanced average price).

Purch. Pr. for calculate Margin/Turnover:
During the encoding of a sale document , EasyForYou takes the purchase price in the place of the cost price.

Decimal points for the quantities:
When you encode a document, EAsyForYou takes two decimals for the input of a product

Unit of weight:
Unit of weight used for the products when printing documents.

Unit of volume:
Unit of volume in case of printing or calculation of the volume of the goods during the use of module EFYLW - Management of the weights and measures for the products

Unit of length:
Unit of length used for the products and printing documents.

Coefficient / Price / Weight:
In the body of a document, if the cursor arrives at the price level press F1.
A window posts you then: The weight price of the goods according to this coefficient.



Reduction for printing pictures:
Percentage of reduction for the pictures of products during the printing of the documents.

Calculate prices according to length and width:
Allows encoding of products with length (meter) squares meters M2
For these products, the price selling can be done by panels or lengths and with the purchase per meter or m2.

Not to authorise negative stock:
Send a warning is the quantity of product become negative

Automatic update of the selling prices according the encoding of the purchases prices:
Automatic update of the various prices of the product form compared to the margins by default during the encoding of the cost price in a purchase invoice.

Take the purchase price in the purchases documents:
When you copy a document to another purchase document, takes the purchase price and not the cost price of the product form.

Preserve cost price has the copy of the documents:
When you copy a sale document to another sale document, the cost price of the original document preserves the cost price present in the document and do not take the price in the product form which could have changed.

Printing

Subtotal VAT:
Print the sub total for the VAT on the documents

Subtotal base rate VAT:
Print the sub total bases VAT on the documents

Paper 11 Inches:
To print on 11 inches paper size

Print date and time on documents:
Print the Date and Time on the bottom of the document

Automatic insertion of Code when copy documents:
When you copy a document towards another, generates automatically interns Codes (REFND) indicating the origin of the document and destination in order to improve the traceability.

To print the Codes (REFND):
Print the Code line (REFND) generated when you copy a document to another

Lines between the products:
When printing a document, prints lines between each products

Simplified document number:
When printing a document, set the format of the document number to AAAA/Number.
Example FT1200500000245 simplifies becomes 2005/245

Sponsor:
This check-box intended to remove www.easyforyou.be on the documents cannot be un-checked in the free version or if you are dealer for EasyForYou. The box "Sponsor" will be un-checkable at the purchase of a promotion and www.easyforyou.be will no longer appear on your documents.

Printer:
1) Optional field for the name of your default printer.
2) Optional field for the name of the printer intended for printing specific shipment forms. See file LayoutDHL.htm example
3) Optional field the Windows name of the printer intended for printing of labels (one by product) for sending of goods by mail.

* Take the Windows name of the printer
* See menu: Help on the Internet -> F.A.Q. (Frequently Asked Questions) Nr. 9

Whitespace document:
Adjustment of the left margin in millimetres for printing documents

Whitespace receipt:
Adjustment of the left margin in millimetres for printing small receipts

Number of lines in the body of the document:
Adjustment for the number of lines in the body of a printed document
Also uset to set or adjust the page break when printing long document on several pages

Number of lines for the footer of the document:
To change the total bottom lines when you print a document

Document Title Colors:
HTML code for printing titles background on the documents

Print a discount calculated on the difference between price 1 and the selling price.:
Print a discount on the small sales receipt.

Receipt:
Printing from your receipts on format A4

Miscellaneous

On-line points of sale:
Activate the Point of Sales system as Client or Server.

Documents settings:
Type document Code of the destination for the orders placed with the points of sales (module EFYPDV)

Supplier:
IP Address from the server in the event of use of the points of sales (module EFYPDV).

Automatic calculation of the quantities to order:
Automatically calculate stock available at when you copy a customer order to a supplier order and generates only the missing products in the supplier order.

Automatic addition of comments in the orders:
When you copy a customer order to a supplier order, the available products are added for information in the form of remarks. These remarks will not be printed on the purchase order supplier but only visible on the screen.

LicenseBarcodes:
The your licence number in the event of use of EAN barcode type

SMTP:
Your SMTP adress to send your documents in case of use of ASPMail List->Documents->E-mail

 





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Reorganisation
Home Help


The reorganisation must be made when All the users left the software.





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Generate the Invoice Reminders
Home Help


See Menu->Tools->Parameters->Accounting.

Advanced management can be activated if you click the checkbox "Activate the advanced invoice reminder system”

Three templates of reminders are available.
They are intended automatically to generate remind letters via the

Menu Tools->Generate the invoice reminder’s
OR via
Menu File->Users->Activate the automatic invoice reminder system.

Reminders are generated, with the first starting and this once per day. The genarator print the remind letters to be sent for the unpaid invoices.

The remind letters of level 1 is generated automatically under the following conditions (according to the language of the customer):
1) the invoice is not paid (the type of payment is always on "To be Paid")
2) In the management of the customers, the category of invoice reminder is NOT on "No Invoice Reminder"
3) the due date of the invoice + the number of days indicated in the field "Level 1" (15 days by default) is exceeded.

The remind letters of level 2 is generated automatically under the following conditions:
1) Same as level 1
2) Same as level 1
3) the date of the first reminder (visible on the bottom of File->document) + the number of days indicated in the field "Level 2" (15 days by default) is exceeded.

The remind letters of level 3 (formal warnings) is generated according to the same principle as the remind letters of level 2 by holding account of the level 3.

Modification of the models of letters.

In the grid of buttons (3 levels and 6 languages) for editing the remind letters, it is possible to edit the HTML templates while clicking on the corresponding button.
Please check beforehand if A text HTML text editor is parameterized by default in your Internet Explorer in your menu Tools->Internet Otions->Programs (By default, Front-Page)
If layoutRxLL.htm (x=reminder level, LL=Language of the reminder) is not present in then folder of EasyForYou, please download the files on http://www.easy-for-you.com/download/layoutRxLL.ZIP

By Checking the boxes "From level", you can parameterize dunning charges Or interest rate which will be calculated starting from the due date and will be added in the reminders.
The default category of invoice reminder will be taken again automatically when adding of a new customer in EasyForYou.

Various functionalities related to the use of the reminders:

Since the management of the documents (only available in the invoices tab): Click the "Not Paid" button, then click the right button of the mouse to filter and to show only the invoices having a reminder of level X or to post only the generated reminders this day.

A right click on the number of a document show the contextual menu, choose "Invoice reminder" and the level wished to pass the invoice.

A right click on the printer button for printing a reminder letter (Same for the email and preview buttons).





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Scheduler
Home Help

Task Scheduler:
sert periodically to generate a document intended for one or more customers or suppliers.

Document: Encode the # of the document which will be used as template with periodic creation of new documents.
Take a "Price-Offer" or a new document of the Type "Price-Offer" to generate the new templates.

To print: If You check this box, the new document generated by the scheduler will be automatically printed.

Customer or supplier: Caution! Be careful for the encoding of this selection. At the time of the specified periods, "Easy For You" will generate a new document with All the customer'smentioned again in your page of selections.

Type document: Encode the code of the "type document" (3 letters) where the new document will have to be created.
For example FT1 (Invoice) to generate periodically an Invoice for a subscription with one or more customer.

Perform this task

Here You determine the moment or the task will have to be carried out. (the planner carries out a test of the tasks to be carried out during each starting of "Easy For You")

N.B.: The periodicity of the various tabs are not cumulative!

The very powerful tool of the selection from the additional fields:
The additional fields of each customers, suppliers or products can be useful has to note a specificity in order to be able to find them in the lists, scheduler or margin calculation.

Example 1: To mark the customers having a contract service to Invoice quarterly.
In the additional fields of the customer, note a specific Code, for example "/C3:CSQ"

To generate the quarterly Invoice, during the programming of your scheduler, it will be enough to:
1) Choice the template document.
2) Note "/C3:C" in the additional fields of the selection.
3) Choice destination document (FT1 - Invoices).
4) Choice the tab "Monthly" and check every three months to obtain a quarterly frequency.
5) Note the day of the month for which the document must be generated or check the box "Last day of the month".






Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Regroup documents
Home Help


Allows the automatic regrouping (possibly gathered by same Code of customer or supplier) of a selection of documents. For example, the automatic regrouping of the paid-open orders in invoices.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Update Prices
Home Help


Allows to update a modification (increase or reduction) of all the prices (sales or purchases) in your product database according your selection.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Transfer to account
Home Help


This function allows the export of the data relating to the sales towards certain accounting packages.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Insert document
Home Help


Allow the insertion of a out of sequence document number.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Calculate Margin/Turnover
Home Help


The calculation of the profit margins is done by the panel of selections which functions like that used for the selection of the lists.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Export products
Home Help


Export and import the products file (MDB)
(Necessary modules: EFYPRODIMPEXP)


Export the products in a database:

In EasyForYou, go to menu Tools->Export products.
EasyForYou will generates a file with MsAccess format (C:\Temp\ArtEFY.mdb) which contains the whole of the products present in EasyForYou.

Importation of a new database:

After having exported C:\Temp\ArtEFY.mdb, take this database as structure sample.
You can modify the price of the products present in ArtEFY.mdb, it will be updated in EasyForYou during the re-importing.
To add new products in EasyForYou, respect the structure of ArtEFY.mdb. Carry out a copy of ArtEFY.mdb in then folder c:\program files \easy for you while taking care to rename the file to import as ART.MDB.
During the restarting of "Easy For You" the new products will be imported and the price of the existing products will be updated.

Caution: following this operation, file ART.MDB will be automatically deleted.

Please respect these recommendations for the import of new products:






Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Erase all the DEMO customers and products
Home Help


Use this function to erase all the customers, suppliers, products and documents of the demo version in order to be able to begin with a clean software. The update of the document number can be carried out in Files->Documents settings. The selection criteria for the erasing of the demo documents, is the presence of the word DEMO in the additional fields of the products, customers or suppliers form.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Backup
Home Help


This function makes it possible to carry out a backup of your entire database. This copy will be sent in the specified folder in your menu: File->Users->Folder for the backup.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Archiving
Home Help


Click onto the menu Tools->Archive, archive the document in question. If you would like to reuse the document number, archive one document at a time and click onto YES to the question “ Automatically recuperate the document number”

(Note: This operation will erase the document and the products will NOT be added back into your stock) (See price list->module: EYFARC) NOTE: This operation is irreversible!





Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes Print this page   Tools Frequency meter for the trial version
Home Help


This sheet compares the frequency of use of the modules with the tariff page of our site in order to enable you to easily determine the best version of the software or modules which are the most appropriate to you.




Inventory, stock control and Invoice and invoicing management software, tracking systems, bill and billing, barcodes

Print this page   Tools Update software

Home Help


Several precautions to update successfully when using EasyForYou on the network
(Necessary modules: EFYUPDATE)


You must insure at 100% that:

  1. Verify on each workstation that no easywin.exe session is open (see Windows->CTRL-ALT-DEL->Task manager->Applications).
  2. Execute a test (on the server if you are on the network) by renaming easywin.exe and easywin.mdb to easywin2.exe and easywin2.mdb.
  3. If Windows authorizes the name change of both files, you can be sure that no one is working in the EasyForYou program.
  4. In the properties of the shared folder for the network, please DO NOT SHARE THIS FOLDER until the update takes place normally.
  5. (On the server, if you are working on the network) rename easywin2.exe and easywin2.mdb with their original names easywin.exe and easywin.mdb.
  6. DO NOT restart EasyForYou and update from the site on the downloading page ("update" button at the bottom of the page)
  7. Wait for EasyForYou to restart.
  8. In the properties of the shared folder for the network, re-authorize the sharing of the folder.


Allows to download the last updates and innovations of the software. (New features and fixed problems)






F.A.Q. (Frequently Asked Questions)

Print this page   F.A.Q. (Frequently Asked Questions)

Home Help


    1. To move EasyForYou to a new computer
    2. To add or modify the products quantities in your inventory
    3. To create a backup - Restoring a backup
    4. Is it possible to correct or erase a document that is closed?
    5. How do you begin an Invoice with #X? I have saved and sent out invoices and I would like to start with an Invoice number that follows in sequence with the last Invoice.
    6. In terms of the functionality's currently present, which ones will disappear within a month (depending on the frequency of use)?
    7. If a salesperson receives a commission on products sold, can the commission be calculated?
    8. Create your setup CD-ROM
    9. How do you install the software in a network ?
    10. Use of the printing modules of transport files
    11. Printing pictures that illustrate the products on the documents
    12. DECREASING PRICE SCALE for automatic calculation of product sales prices
    13. Product management by serial numbers
    14. Encoding hourly fees
    15. Export and import the products file (MDB)
    16. Classification of the documents to the passage of the new year
    17. Back-Order management
    18. Procedure to modify the file layoutmod.htm
    19. Parameterisation and using your barcode scanner.
    20. Several precautions to update successfully when using EasyForYou (on the network)
    21. Procedure to uninstall completely EasyForYou
    22. Setup E-Commerce
    23. Generate the Invoice Reminders
    24. Password for accessing the database (easywin.mdb)
    25. Instructions for sending your file easywin.mdb
    26. Instructions to receive your file easywin.mdb
    27. Possible parameter settings by INI Files
    28. Import-export data from Excel
    29. Manage the EcoTax or Deposit
    30. Import documents since of other software (E-Commerce)
    31. Windows Vista
    32. Products allocations management for suplier back-order
    33. Print labels
    34. Printing error -> res://ieframe.dll/preview.js
    35. Send documents From a Head Office to a Remote Store
    36. Generate PDF files
    37. Additional Fields variables
    38. Check the validity of a Fiscal or VAT number on the WEB
    39. Use EFY on multiple PCs via the Internet (only for single-user version).
    40. Remote access via Internet