News & Updates: Help Files
What's new in adilas: new features, changes and tips. See every topic.
New 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 e-Signature for Printer Friendly Invoice
Your customers can e-sign an invoice now with a new custom setting. To turn this feature on, go to your invoice homepage. Click on the question mark on the right side of the page. Click on the settings link, then click on printable invoice settings. Click on the tab for Printer Friendly Version. Th…
Core FeaturesHelp FilesMJ Tips and TricksTips 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 TricksHow To Use The New Special Account for Vendor Credit to Create a Manual Credit Entry
Please refer to the previous update ‘New Special Account Type… Vendor Credit‘ in order to turn on these settings. Once the settings are active, you will notice links to create new credits or use existing credits in several locations in adilas: from the PO, from the Expense, and from the vendor. Her…
Core FeaturesCustomer FeedbackGeneral News and UpdatesHelp FilesSupportTips and TricksNew Special Account Type… Vendor Credit
We have added a new payment type called vendor credit. Once this is set up you can track money that is owed to you from vendors. This credit can then be used to pay expense receipts connected to PO’s or any expenses that you may have on account in adilas. Here is a ‘how to’ for activating this sett…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksCash Counter Tool Now Counts Coins
In addition to counting bills, the cash counter will now add up your change. To access the cash counter tool, go to the reports homepage. Click on sales and profit report. Click ‘Get Report.’ The cash counter link is at the top of the page (you may also find it at the top of the deposit homepage)…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew Settings Added to Fulfillment Homepage
Now you can choose which items from invoices or quotes show up on the fulfillment homepage based on their category. Please see previous update ‘Fulfillment Homepage Facelift‘ for how to access these settings. Once you are in the settings, you will see the new option for showing/hiding categories. S…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksUpdate to Prior Sales by Customer Report
From the Classic homepage, click on the Reports link, and then the Reports Homepage. Scroll down to the Customer section (the name is dynamic, so it will reflect whatever you call your customers. In this example, the customer is called “Coffee Drinker.” Click on the link for “Prior Coffee Drinker I…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksAnother Mini Scan Cart Setting-AI Image Generator
The AI Image Generator allows you to create images by adding a simple word or several words to the field and voila-your image! This AI image generator is located in the mini scan cart settings. To see how to access those, please refer to ‘New Features Available for Mini Scan Cart.’ Here is what the…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksAI Image Generator for Categories
Now when you add a new category you can generate an image directly from AI. If you have existing categories that need images, you can easily update them with the same tool. Go to the items homepage. Go to add/edit categories. You can see there is now a Grok AI image generator. Click on the ‘i’ for…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksSettings for Mini Display
Please refer to the news and update “New Mini Display for Shopping Cart Activity Now Available” if you are interesting in using an external monitor. Once you have that set up, you can take advantage of these new settings. From the mini scan shopping cart, access the settings gear. Click on the link…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksMore Mini Scan Cart Settings
New settings for touch screen functionality are now live in this mini scan cart. From the shopping cart, go to the settings (click on the gear at the top). Click on ‘Advanced Cart Layout Options.’ These are additional options that were not covered in this section of settings before, as they are rel…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew Features Available for Mini Scan Cart
If you are interested in the Mini Scan Cart, please read the News and Updates Parts 1 and 2 to learn how to set up most of the features. If you have any questions or need help with setup, please give us a call at 720-740-3046. In the Mini Scan Cart you can add descriptions to items directly in the
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesTips and Tricks
