4.1.4 Company

Company refers to the name of the organization using EasyFS. Each company can have multiple branches. Depending on how the organization will configure their branches, they could use it as a profit center, a cost center or a warehouse. Each Company has its own consolidated Financial Reports.

Company List

• List of All Companies that were added to the system.

Company Detail

• To add a new Company detail, click on the Add button that can be seen on the Company list page.
• In the company Detail there are some few settings for having the proper settings. Here are some few settings in easyFS

• Confidential PR – This setting will allow the user to hide the Supplier in the Purchase Request(PR) and Purchase Order(PO) transaction.
• Can Sell Below Cost – This will allow the user to sell the item or product lower than the purchase cost.
• Is Update Inventory Cost IN – this will allow the user to update the cost in the inventory report by creating a Stock in
• Is show Lot No. & Expiry Date – This will allow the user to hide or show the Lot No. & Expiry Date in the Receiving Receipt(RR) printout.
• Is Show Discount Rate & Discount Amount in PO & RR – This will allow the user to hide or show the Discount Rate and the Discount Amount in PO & RR
• Hide Cost In Inventory Transaction – Will allow the user to hide the cost of the item while doing an inventory transaction.
• Use Selling Price in Items Transfer – This will allow the user to use the Selling price instead of the cost in doing a stock transfer transaction.
• Is Update Inventory Cost ST – this will allow the user to update the cost in the inventory report by creating a Stock Transfer
• Allow Negative Inventory – This will allow the user to still do a transaction even if there is no stocks or quantity in the inventory
• Can RR More than PO Quantity – This will allow the user to create more Receiving Receipts(RR) even if the Purchase Order(PO) are all received.

Provide all the necessary information for the More Settings for the company the tabs shown here are:

• Company Settings – more settings for company tweaking.

• If EasyFS has easyPOS integration, make sure to turn on the With Integration checkbox. Turning on the With Integration will prevent the user to Unlock/Edit the following transactions:

• Stock In
• Stock Out
• Stock Transfer
• Receiving Receipt

• BIR CAS Settings – more settings to tweak BIR Forms format
• Utility  – use for several functions, like uploading items in bulk, truncating all transactions, etc.

4.1.5 Users

User refers to an individual who has access to EasyFS. Each user will be given rights and permissions to the Modules, Forms and Reports of EasyFS. This will depend on how the organization will configure or implement their access rights.

Note: A user license is part of the contract of EasyFS and it should be coordinated with HII Sales for proper accounting and to avoid unnecessary disruption in the organization’s operations. For more additional inquiry on the User License you can contact Hiisales@human-incubator.com

Users List

List of All Users that were added to the System.

Users Detail

• Fill up the required fields for the User to use:

• Username – username that will be used in logging into the system

Fullname – Full Name of the user, it will be reflected in the reports and in the transactions.

• Email Address – Please provide an active email address. This will be used to send your password and receive notifications for all transactions
• Company – a company which the user can only access
• Branch – a branch which the user can only access
• User Role – This will determine if the user will be included to the Number of User, User will choose either admin or sales

• Admin Role – The admin role will be included in the Number of User that will have an access to easyFS
• Sales Role – The sales Role will not be included in the Number of users and it will not have an access to the easyFS, They will be used only for tagging of sales/transaction.

• Is Active  – it should be checked so that the user can access the system
• Is Send Email – If this button is checked, you will receive notifications for all transactions you have created
• Always Verify Email on Login – If this button is checked, you will receive an OTP every time you log-in to the system.* Note: The password will be set up once the username setup is completed. An email will be sent to the registered email address provided in the user details. Please ensure that you click the link within 5 minutes.

•  Set-up also the Apps for the user to access,  either All (Both EasyFIS and EasyHQ), EasyFIS, EasyHQ.
• Forms – set the forms that a USER can only access. Select or  Check the Necessary fields like ADD, EDIT, DELETE, LOCK, UNLOCK, CANCEL, PRINT, AUDIT.
• Branches – set the branch this user can use, there should be a button there that says Copy Branch that will copy another user’s set of branches.
• User Settings  – set the users preferences on what charts to be seen on the Dashboard. Upload electronic signature on this tab also.
• Account – set the Account for you to watch the balance of, this can be found in the Dashboard, which is called Account Watch
• IP Address – add an IP Address to limit access for this user based on the added IP Address example of IP Address is (255.255.255.0)