1) The main MENU
The menu of the mobile version is accessible via the "three small dots" icon at the top right in the title bar of your mobile screen. It contains the following menus:
- Edit / Send Documents
This menu allows you to select and send the documents you have created in your mobile version to the EasyForYou stock version. (Why asynchronous is an advantage on some software? This allows you to generate documents or record movements of stock in your Mobile, even when you do not have a connection to the internet (WIFI or 4G) and decide to send them as soon as you have an internet connection)
-
Possibility of columns:
- Send
If this box is checked, when you validate, the document will be sent in the Computer Version of EasyForYou.
- PDF If this box is checked, when you validate, the Computer Version will
generate a PDF document that will be automatically sent to the customer
/ supplier from the Computer Version of EasyForYou.
- Doc Represents the prefix of the document type
- Nr This is the provisional number of the document in the mobile version.
The final document number will be assigned sequentially as for the other
documents of the Computer Version. This reference number will still be included
in the first line of the original document created in the Computer Version
of EasyForYou
- Customer/Supplier
This is the code of the customer or vendor for whom the document is intended. If you click on a line, on the customer / supplier code next to a document number, this document will be reloaded from the memory and you can modify it, add lines or delete it.
- Download Database
- This menu allows to load all the data since your Computer Version when you have for example:
- Updated product prices
- Update your stock
- Added new products
- Added new customers
- Added new suppliers
- Etc ...
- Download the update
- This menu allows you to download the latest update of the mobile application when:
- New features are available
- New modules are added
- Bugs are fixed
- Etc ...
- Settings
- Adjusts the following parameters:
- Send / receive data by
FTP (allows you to send your documents outside your local network)
- FTP Server
Must be put on: invoicing-facturing.com
- FTP Username
Will be provided by email upon activation
- FTP Password
Will be provided by email upon activation
- FTP Control
Will be provided by email upon activation
- Select Username
Corresponding user name in Computer Version
- Local Network password Unnecessary if you use FTP, if any, will be
provided by your IT
- Network Folder (local WIFI) Unnecessary if you use FTP, if any, will be provided by your IT
- Quantity Default Default quantity proposed when you add a product in
a document
- Signature Select the documents for which you want to be able to sign
the client (with his finger or a stylus on a tablet) on the mobile screen.
(this signature will appear on the document in the Computer Version and
also on the generated PDF document and automatically sent to the customer
by e-mail)
- Language Choice of the language of the application, the language of
the document being determined by the language chosen in the customer file.
- Default client left empty If this box is not checked, when you validate a document, the last client remains displayed for encoding the next document.
- Default client You can put the reference of a customer that you use often. In this case, every time you create a new document, it is this client that will be displayed by default. You can always edit it.
- Quit
- To turn off and exit the application.
- Miscellaneous
- From the Computer Version, in the EasyforYou->Menu File->Users
, you can limit or synchronize the following items in the mobile version.
In the Computer Version, select the designated user to use the mobile version with the search button (binoculars), then adjust its restrictions and save with the floppy disk icon.
- Seller Code
In this field, encode a letter or a number, you will find it on all the documents generated in the Mobile application and this code will allow you to sort or select in the Computer Version on all the documents generated in your mobile versions
- No access to purchases
Check if you do not want the mobile version user to generate purchase documents.
- Prohibited documents
Note here the types of documents that users of the mobile version should not be able to generate, for example FT1, NC1 to prohibit the creation of invoices and credit notes.
- Unauthorized additions and deletions for products
So that the user of the mobile version can not create new product references. It will only be able to use existing products in the Computer Version.
- Unauthorized additions and deletions for customers (and)
- Unauthorized additions and deletions for providers
So that the user of the Mobile version can not create new customers / suppliers references. It will only be able to use existing customers / providers in the Computer Version.
2) The operation
Attention, this is very useful!
If you give access to your mobile application to other users (representatives, customers, suppliers, etc ...)
it is possible that you do not want allow it to consult your purchase prices or that it risks by error in generating certain documents such as invoices or credit notes.
Synchronize user settings with the mobile version:
In your home version, click the Utilities -> Import-Export documents to mobile phone menu to send them to the server.
(or more simply, click the icon that represents a mobile phone at the top right of your screen, just to the left of the calculator icon)
Then in your Mobile version, click the menu Download database, then, still in the mobile, in the Settings menu, select the user -> Variable: Select Username: select the designated user.
- Create a document
- Click the sales or purchases button depending on the type of document
you want to create.
(In general, sales = release documents, orders, invoices etc. and purchases = goods receipt documents, supplier orders or inventory changes). - Select the type of document you want to create in the ( horizontal white scrolling ) menu of the documents.
- Select a customer or supplier using the drop-down menu by typing a few
letters (minimum 2) that correspond to a part of their name or phone number.
If the client does not exist in the Computer Version and therefore does not appear in the drop-down menu, you can create and encode it and it will be automatically transferred and added to the Computer Version when you send the document.
- Add product lines to the document
- Select a product from the drop-down menu by typing a few letters in its product code or description. Then note the quantity and click next in your numeric keypad, which will add the product line. As more lines are added to the document, you will see the total VAT exclude below.
- You can edit, correct, delete elements of the product line by clicking on the respective column (click the VALIDATE button to save your modification or the line edit mode bin to erase a line.) Warning, the trash at the top right erases all the current document)
- Select other products and add them to complete your document.
- Scan the barcode to add a product in the document
- Use the barcode icon to add products by scanning their barcode.
- If the scanned product does not exist in the Computer Version and therefore
does not appear in the drop-down menu, you can encode the values of the
product line and it will be automatically transferred and added to the Computer
Version when you send the document .
- Sign a document
- If the document is finished, you can have it signed by the client by
clicking the pen icon.
- Save or edit a document
- Click "VALIDATE" (at the top of the title bar) to save the document.
See at the beginning Edit / Send Document to edit (re-open or to correct) or send the completed document to the customer / supplier.
- Delete a document
- Click the icon with the trash
- Security copy of a document
- As soon as the document is sent, a backup copy is copied to the backup folder of your phone or if necessary, you can recover it.
- Restore a backup of a document:
- In your mobile phone, open your Android file manager.
- Navigate to the folder:
Internal storage memory -> Android> Data-> baron.app.EFYbarcode.reader-> files-> Backupsdocs
- Open the menu (...) at the top right and select "Move"
- Check the document (s) to retrieve
- Click on the bottom right "Move"
- To select :
Internal storage memory -> Android> Data-> baron.app.EFYbarcode.reader-> files
- Start the EFY mobile application and open the menu Edit / Send Documents and you will find the document in the list.
- In your mobile phone, open your Android file manager.