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Welcome to the user documentation library

This library contains user guides for Eazy-Office.com's business applications.

We recommend that new customers read relevant chapters before using the solution in a "live" production environment. This way, we ensure that the basic usage methods is in place.

Note: For optimal experience we recommend using Chrome or Safari as web browser when utilizing our solutions.


Please do not hesitate to contact us, we can arrange for a virtual or an onsite introduction session.

Sales Creating Quotations & Sales Orders

Step 1. Create a quotation

Creating a quotation is where you begin when handling sales.

  • In the top menu navigate to Sales, then click the Quotations tab in the left side menu.
  • Next click the Create button to open the quote creation view.
Note: List view shows a list of customers (the default representation when you click the Customers menu). In this view, you can see several customers at a time. Form view is displayed when you click a specific customer to start editing or when you create a new customer.


Next: Adding relevant company information
  • Tick the checkbox Is a Company for initial classification.
  • Indicate whether the customer is a Company or a Person.

  • Fill relevant details into the assigned fields.
  • Specify Company, Name, Address(es), Phone number(s), Fax, Email, etc.

  • Add company specific contacts by clicking the Create button.
  • Specify the Contact(s) that are related to this company.



Next: Adding company contact information
  • Fill in Name, Job Position, Email, Phone and add a tag for filtering.
  • Adding a tag is optional, but using it will enhance search and filtering functions.

  • Tick the Use Company Address to specify address and address-type.
  • Choose between Invoice, Shipping, Contact and Other.

  • When done, click the Save & Close button.
  • Click Save & New if you like to add more contacts to the same company.



Next: Adding internal notes on the customer
  • Click the Internal Notes tab and type in your note(s).
  • You must be in Edit mode to add/edit parameters on an existing company.

  • When done, click the Save button.
  • The Save button is located at the top view.



Next: Defining sales and purchase parameters
  • Click the Sales & Purchases tab.
  • You must be in Edit mode to add/edit parameters on an existing company.

  • Specify Salesperson and/or Sales Team responsible for the customer.
  • These parameters are optional, but filling them in here will enhance the information accuracy.

  • Specify whether this is a Customer or Supplier.
  • This parameter helps separating the various types of companies.

  • Specify (if relevant) the Invoicing Type that should be applied.
  • You can also specify the Sales Pricelist and Purchase Pricelist, as well as Customer Location, Supplier Location and preferred Delivery Method.



Next: Defining payment follow-up parameters
  • Click the Payment Follow-up tab.
  • You must be in Edit mode to add/edit parameters on an existing company.

  • Specify a Follow-up Responsible for the company.
  • You can also specify a Date for Next Action, as well as adding a description on the action to be taken - e.g. Give them a call, Check if it's paid, etc.

  • Specify/view Statement/Promises regarding payment.
  • You can also view History of Payment Transactions and the Total Amount Due to be paid by the company.



Final Step: Defining accounting parameters
  • Click the Accounting tab.
  • You must be in Edit mode to add/edit parameters on an existing company.

  • Specify Account Receivable and Account Payable.
  • You can also define Fiscal Position, Payment Terms and Credit Limit.

  • Specify (if any) Bank Accounts directly related to this company.
  • This is an optional parameter.

  • Click Save to finish creation of the company.
  • You can at any time click Edit to add or change data. (The Save button changes to Edit after you click it when in Edit mode).


  • In the Customer Overview you'll see the the newly created Company.
  • Click the company if you wish to edit or add more information to it.

Sales Creating Invoices & Getting Paid

Step 1. Create a new lead

A lead, is a potential sales contact: an individual or organization that expresses an interest in your goods or services.

  • In the top menu navigate to Sales, then click the Leads tab in the left side menu.
  • Next click the Create button to open the lead creation view.
Note: List view shows a list of leads (the default representation when you click the Leads menu). In this view, you can see several leads at a time. Form view is displayed when you click a specific customer to start editing or when you create a new lead.


Final Step: Define lead information data
  • Start by giving the lead a describing Subject.
  • Specify the name of the lead or the project/case name..

  • Fill relevant details into the assigned fields.
  • Specify Company, Name, Address(es), Phone number(s), Fax, Email, etc.

  • Click the Extra Info tab.
  • Specify (if any) Extra Info that is relevant to this lead.

  • Click the Save button to complete the lead creation.
  • You can at any time click Edit to add or change data.


  • In the Leads Overview you'll see the the newly created Lead.
  • Click the lead if you wish to edit or add more information to it.

Sales Managing Products & Warehouse

Step 1. Convert a lead to an opportunity

After converting it into an opportunity, you can begin collecting information about the scope and potential outcomes of a sale.

  • In the top menu navigate to Sales, then click the Leads tab in the left side menu.
  • Next click the desired Lead to open it.
Note: List view shows a list of leads (the default representation when you click the Leads menu). In this view, you can see several leads at a time. Form view is displayed when you click a specific customer to start editing or when you create a new lead.


Next: Converting the lead to an opportunity
  • Click the Convert to Opportunity button.
  • You can enter Edit mode to make changes to the lead details first, by clicking the Edit button.



Next: Defining opportunity action and sales person
  • Choose Convert to opportunity from the dropdown menu.
  • You can also choose Merge with existing to add it to an existing opportunity.

  • Assign a Salesperson and/or a Sales Team from the menu.
  • You can define and create Salespersons and Teams directly in this view.

  • Choose the default (Create a new customer), or indicate whether it should be related to an Existing Customer.
  • You can choose Link to an existing customer or Do not link to a customer.

  • Click the Create Opportunity button.
  • You can enter Edit mode to make changes to the lead details, by clicking the Edit button.



Final Step: View and verify the opportunity details
  • You can mark it as Won or Loss, as well as Convert to Quotation.
  • You can also view status in the upper right progress bar.

  • Verify the Opportunity information.
  • Click the Schedule/Log Calls and Meetings buttons for more information.

  • Click the Lead tab for more information.
  • Verify that you have the necessary information stored.


  • In the Opportunities Overview you'll see the newly created Opportunity under the New category.
  • Click the opportunity if you wish to edit or add more information to it.

Reports Viewing & Analyzing Statistics

Step 1. Create a new project with tasks

Work on projects, tasks and issues, schedule tasks using the gantt chart and control deadlines in the calendar view.

  • In the top menu navigate to Project, then click the Projects tab in the left side menu.
  • Next click Create to start the creation process.
Note: List view shows a list of projects (the default representation when you click the Projects menu). In this view, you can see several projects at a time. Form view is displayed when you click a specific project to start editing or when you create a new project.


Next: Creating a new project
  • Start by giving the project a describing Project Name.
  • Be as descriptive as possible when naming the project, this will help filtering when you have several projects going.

  • Choose a Project Manager and Customer from the dropdown menu's.
  • You can create new PM's and add new customers directly if needed.

  • Click the Team tab to add human resources.
  • Specify (if any) Other Info that is relevant to this project.

  • Click the Save button to complete this phase of the project creation.
  • You can at any time click Edit to add or change data.



Next: Adding tasks to the project
  • Click the Tasks tab in the left side menu.
  • You can also add Tasks directly to a project if you already have it's view opened.

  • Click the Create button.
  • You can enter Edit mode to make changes to the task details, by clicking the Edit button.



Next: Defining task details
  • Start by giving the task a describing Task Name.
  • Be as descriptive as possible when naming the task, this will help filtering when you have several tasks going.

  • Choose a Project, Assigned to and a Reviewer in the dropdown menu's.
  • You can also define and create new Resource(s) and Reviewer(s) directly in this view.

  • Click the Extra Info tab for more task specific parameters.
  • These parameters are optional.

  • Click the Save button.
  • You can enter Edit mode to make changes to the task details, by clicking the Edit button.



Next: Adding issues to a project
  • Click the Issues tab in the left side menu.
  • You generally use the issues to easily highlight prioritized tasks within a project.

  • Click the Create button.
  • You can enter Edit mode to make changes to the issue details, by clicking the Edit button.



Final Step: Adding issue details
  • Start by giving the issue a describing Issue Name.
  • Be as descriptive as possible when naming the issue, this will help filtering when you have several issues going.

  • Choose Assigned to, Contact and a related Project in the dropdown menu's.
  • You can also define and create new Resource(s) and Contact(s) directly in this view.

  • Click the Extra info tab for more information.
  • Verify that you have the necessary information stored.

  • Click the Save button.
  • You can enter Edit mode to make changes to the issue details, by clicking the Edit button.


  • In the Project Specific Overview you'll see the newly created Tasks listed under the a Stage category.
  • Click the boxes if you wish to edit or add more information.