News & Updates: Support
What's new in adilas: new features, changes and tips. See every topic.
Round Cash Payments to Five Cents
Type New setting New Feature Choose how the final cash balance rounds to $0.05 at checkout. Round up, round down, or use the nearest nickel while keeping card payments exact. Where Corporation settings and defaults > Invoice Rounding > Cash-only rounding to $0.05. Who it is for Businesses that acce…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksClean Up Your Discount Engine With New Bulk Actions
Type Improvement New Features Inactivate multiple discounts at once, hide old discounts from History, and unhide them when you need to see them again. Where Discount Engine — Active and History tabs. Who it is for Users who manage discounts and have access to the Discount Engine. What changed You c…
Cannabis UpdatesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksCreate New Inventory with AI PO Builder
When you receive an invoice for new inventory, you can scan it into the AI PO Builder and have it analyze the invoice. Hover on home at the top of any page. Go to AI Analytics/Tools Homepage. Click on AI PO Builder link. Choose file from your desktop, or you can take a picture right from your phone…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew Online Delivery and Order Settings
If you haven’t checked out our new Green Skin e-commerce theme, now’s the time! These settings allow for customizing your online store in many ways. See the previous news and update “Adilas E-Commerce Update – New Green Commerce Interface Launch” for more information. Once you have the Green Skin a…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksAutomatically Add a Credit Card Fee to Invoices Paid Online
If you accept online payments from your customers, you can now automatically add a fee to their invoice. From the e-commerce settings, scroll down to section 1.30 under Ecommerce options. Click on the ‘settings’ link next to Flow Options. Click on the section for credit card fees. Check the box to…
General News and UpdatesHelp FilesSupportTips and TricksHappy New Year from All of Us at Adilas!
New for 2026: Fractional bookkeeping services Struggling to keep up with inventory management, bank reconciliations, or daily financial tracking? Adilas is here to lend a hand. Whether you need a fast-track cleanup for your 2025 tax filings or ongoing support for real-time insights into your busine…
General News and UpdatesSupportAdilas Data Access, Database Requests, and Record Retention Policy
Introduction • This document explains the distinction between client data and Adilas intellectual property. • It outlines legal and regulatory requirements related to business record retention. • It explains audit and compliance requirements from federal, state, and local agencies. • It explains wh…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesSupportBulk Add Parent Items to a Purchase Order
Now you can add multiple lines to a Basic Live PO and Basic Request PO at one time. This only adds the parent, and you will still need to add the sub inventory if needed. Start a PO as usual. You can click on the link to ‘bulk add lines’ in two places. When you click on the link, all
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksNew Quick Debit with Change Setting in Mini Scan Cart
For users who have an external debit or ATM payment solution, now there is a quick payment flow if you are using the mini scan cart. Please refer to prior news and updates for setting up the mini scan cart: “New Shopping Cart Now Available.” Once you have this shopping cart turned on you can access…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksNew Settings for Threshold Engine…Get Inventory Alerts When Inventory Drops Below Limit from Sales Activity
Before you could receive email alerts from PO activity, specifically Internal Build PO’s created through the Build process. Now, when a sale happens, and your inventory drops below the threshold, you will receive emails alerting you to this. Please refer to the prior News and Updates “Improvements…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksAdilas AI Agent At Your Service!
Adilas has built Adi, an AI Agent, to help speed up some of our functionality. Here is a quick guide on how to set it up and how to use it. Now you are ready to go! This is stage one of our Agent. Adi has been trained on 350 prompts to date. You can type a specific prompt into
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksNew Setting For Customer Search
Now you can set your default customer search to show active customers only. **If you need to see inactive customers, you can use the customer advanced search and select customer status ‘all’ or ‘inactive.’ To change the setting from the current setting (default=all) go to the Classic homepage. Clic…
Core FeaturesGeneral News and UpdatesHelp FilesSupportPartial Credit Card Refunds for CardPointe and Clover
Previously when you needed to give a customer a refund on part of their order, it required doing it manually. Now there is a feature that will perform this function from within the original invoice. *Please note: In order to do a partial refund, the sale needs to have been received and batched by t…
Core FeaturesCustomer FeedbackGeneral News and UpdatesHelp FilesSupportTips and TricksNew Bulk Transfer Function Now Available
If you need to transfer multiple inventory items from one location to another, this bulk tool is super helpful. Start a transfer shopping cart. Designate your from and to locations. Instead of adding items directly into the cart, navigate to the invoice homepage. Click on more options, and then bul…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksHow to Apply Vendor Credits From Payables
Please read How To Use The New Special Account for Vendor Credit to Create a Manual Credit Entry and New Special Account Type… Vendor Credit in order to get these settings turned on properly and learn how to create the vendor credit. Once you have created vendor credits you can use them as payments…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and Tricks
