F.A.Q. (preguntas más frecuentes)
F.A.Q. (preguntas más frecuentes)
1) Duplique el archivo layout.htm y llámelo
layoutmod.htm.
2) Abra el archivo layoutmod.htm con un editor html.
3) Advertencia :
4) Realize varios documentos para probar el nuevo diseño e imprímalos para comprobar el resultdado.
AVISO: mientras no disponga de una licencia EFYLAYOUT oficial,
la palabra "TEST" aparece en lugar de los importes y en la casilla de los totales sólo se muestran unos 0. Puede que aparezcan también mensajes como
"Licencia EFYLAYOUT no válida para c:\...\layoutmod.htm"
5) Cuando haya realizado su nuevo diseño de página, envíenoslo por e-Mail
6) En cuanto lo recibimos, lo tramitamos para su aprobación y el le enviamos un acuse de recibo de que ha sido aprobado. Una vez aprobado, puede realizar un pedido del módulo EFYLAYOUT.
7) Recibirá una licencia oficial por e-Mail en cuanto tengamos constancia del cobro por ella.
1) Parameterisation of EasyForYou.
In the menu Parameters->General->ID Barcode->Value = 120
2) Parameterisation of barcode scanner (keyboard interface).
3) Scan the barcodes from EasyForYou.
In document management, choose your customer or supplier, then the type of document followed by the + button or F2 to add a new document. From this moment, the focus automatically passes into the bottom grid to the encoding of products and you may begin the data entry of your barcodes with your scanner.
If the barcode Code of the scanned product does not already exist in your product file, EasyForYou prompts you to create a new product form.
You must insure at 100% that:
La pestaña Pendientes muestra todos los pedidos ABIERTOS de clientes (o de proveedores, en el caso de compras).
(PEP=pedidos pendientes de entrega íntegra).
REALIZAR UNA ENTREGA PARCIAL:
Aviso:
- Doble click, en la pestaña Pendientes, para seleccionar un cliente.
- A continuación, indique, en la columna "entregado" la cantidad a entregar de los artículos pedidos por el cliente y pulse F10para entrar todas las operaciones.
- Para generar la factura para estos artículos, a la par que se actualiza el nivel de existencias, haga click en la casilla Réf. Cliente y haga click en el botón derecho del ratón y seleccione: Guardar comopara elegir en el desplegable el documento que desea.
- Las líneas relativas a los pedidos entregados desaparecen de la pantalla, cada vez que se genera la factura correspondiente.
- Los pedidos se cierran automáticamente a cada entrega total de los artículos.
- Lo mismo ocurre en el caso de los pedidos pendientes a proveedores (o sea, las compras).
- La impresión y la vista previa de documentos muestra las cantidades aún por entregar.
Parameterize
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 Management->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 management->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).
to pass the text to the line. The comma must be replaced by 
and 
for the Semicolon)Import lines in a document (inventory movements) with a text file.
Necessary packages : EFYBARCODE ou EFYESHOP
Important : The customers (or supliers) codes present in the text files must
exist in the customer file from Easyforyou. (same for the products) .
In case of non exist, when importing the file, Easyforyou take the code REG
and put the 'not found' code in square brackets before the product description.
Structure of the FileName : For example : YOURREFERENCE-BC1.txt
All the caracters (maximum 30 numbers or letters) before the - (minus caracter)
are allowed and wil be taken as reference for the payment in the generated document
(YOURREFERENCE like in the example from the next line) .
The 3 last caracters, define the ledger (type of document generated) (BC1 for
the example in the next line) in which the document will be generated.
So, for the example, Easyforyou will generate a customer with number -> BC12007000000X...
Structure from the file.
(semicolon delimited)
Click
here to download the example YOURREFERENCE-BC1.txt
With the Notepad from Windows, create and save this text in your folder " import
" if not exist, to create in folder c:\Program Files\Easy For You - u con Vista -> C:\Users\USERNAME\AppData\Roaming\Easy For You\import
Exemple from text file :
DATE;TIME;CLIENT;USER;PRODUIT;QUANTITE;PRIX;DESCRIPTION;REMISE
13/12/2007;15:34:43;ABCTEST;USERNAME;FLOP;50.00;23.97;Floppy disk;0.00
13/12/2007;15:34:43;ABCTEST;USERNAME;BIC;30.00;1.28;Blue Stylo - BIC;0.00
13/12/2007;15:34:43;ABCTEST;USERNAME;CD;20.00;1.11;Compact disc 80 minutes TDK;0.00
13/12/2007;15:34:43;ABCTEST;USERNAME;PORT;1.00;14.50;Shipment;0.00
13/12/2007;15:34:44;ABCTEST;USERNAME;;;;Your comments;
15/12/2007;15:34:45;IMB;USERNAME;FLOP;60.00;23.97;Floppy disk;0.00
15/12/2007;15:34:45;IMB;USERNAME;CD;15.00;1.11;Compact disc 80 minutes TDK;0.00
15/12/2007;15:34:45;IMB;USERNAME;PORT;1.00;10.50;Shipment;0.00
15/12/2007;15:34:46;IMB;USERNAME;;;;Your remark;
1) DATE from the document
2) TIME from the document
3) CLIENT = Customer Code in Easyforyou
4) USER = User name (login Easyforyou)
5) PRODUIT = Product Code in Easyforyou
6) QUANTITE = Quantity (Decimal = DOT, numbers to format with 2 decimals, no zero)
7) PRIX = Unit proce (Decimal = DOT, numbers to format with 2 decimals, no zero)
8) DESCRIPTION = Description (50 caracters, no apostrophe and no quotation mark
)
9) REMISE = Discount (Decimal = DOT, numbers to format
with 2 decimals)
The file can contain more than one customer, so you cn use one file to generate
more than one document.
In the example, there is two different customers, the first ABCTEST and for
the 4 last lines the customer IMB.
This will generate two orders BC12007….1 et BC12007….2
You can also put remark's in the lines (see the example " Your remark ")
Insert the customer data with a SQL request:
Create a customer code and use this code as filename (Example: TESTCUSTOMER)
Only the letters, numbers and the minus sign are accepted.
Max length = 15
Import in two stages :
1) Insert the record (INSERT request)
Example with a text file : Download the example (TESTCUSTOMER.sql)
2) Update data (UPDATE request)
Example with a text file : Download the example (TESTCUSTOMER.squ)
To copy in your folder " import "
Importation : Start Easyforyou and press Shift-F2
After import, the file Extention is renamed in " .OK "
(For the example YOURREFERENCE-BC1.ok)
