News & Updates: Tips and Tricks
What's new in adilas: new features, changes and tips. See every topic.
New Settings for Message Marketing Modal
Now you can allow your customers to respond back to your messages or keep the messaging as one direction only. If you haven’t set us the message marketing modal yet, please refer back to the news and update called ‘New Message Marketing Modal’ published on August 13, 2021. The setting that you will…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksSort Order for Location Homepage
Previously locations were sorted solely alphabetically. Now you can create a sort order without changing the name of your location. From system maintenance, click on the location homepage. From the location homepage, click on name of the location you wish to sort. The default for all locations is 1…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew Packaging Functionality for Cultivation
Please note that all new harvests will be able to access the new functions upon creation. For existing harvests, there is one additional step to follow. From the cultivation homepage click on Harvests tab. Then choose the harvest type you had assigned to the harvest you wish to package. In this sce…
Cannabis UpdatesHelp FilesMETRCMJ Tips and TricksSupportTips and TricksSpecial Limited Format for Quotes
There is a new print format for quotes that allows you to show an itemized list with the quantity and item while hiding the price. Create a quote as usual. Save quote. Click on More Options. Click on Special Limited Format link. Now you can print your quote with quantity and line item but no price…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew Look for History Homepage
Here is the new look for the history homepage. Just as before, you can choose what report type you wish to see. Effectual shows what happened in the system that day. Historical view shows who did what actions on any given day or during a period of time. This report helps an owner keep track of all…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Look for Balance Sheet
We have updated our look for the balance sheet. You still have all the same functionality, and now you can export your balance sheet items (both system and user maintained). Quickly go to the next day or view daily history in a new window. Export System generated and maintained balance sheet items…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Settings Available for Retail Dashboard Interface
This interface works great for coffee shops, delis, liquor stores, and other non cannabis retail environments. To select this homepage, click on the icon for chooser at the top right of any page in adilas. Scroll down until you see the retail dashboard chooser. Click set as default. You can also us…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Exit Label for Colorado
There is a new label for Colorado Dispensaries that users can add to their checkout process. To access the settings you must be in a shopping cart. In this example, add a customer from the quick sales buttons to the cart. Click on the question mark on the right side of the page. Click on the settin…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksTips and TricksHow to Hide Your Closed Subs on the Inventory Homepage
There is a setting that you need to check in order to hide zero quantity/closed sub packages automatically. From the inventory homepage, click on advanced item search (please note the word ‘item’ is dynamic so your system may have another term in its place, such as part, or mmj item). Click on the…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksPO Flex Attributes now available
Some users need more data points for their PO’s which is why we have added flex attributes to this main player. To set up your PO flex attributes, navigate to the PO homepage. From the Classic homepage, click on Liabilities. Then click on PO homepage. Click on More Options, then click on Flex Attri…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksSet METRC API Keys for Users
**This function will be live on Wednesday, May 31st***** We now have the ability to add an API key at the user level so that transactions sent to METRC are linked to the user who performed the transaction. You will still need to have a corp level API key in order for the other processes that happen…
Cannabis UpdatesGeneral News and UpdatesHelp FilesMETRCMJ Tips and TricksSupportTips and TricksNew Key Performance Indicators Dashboard
To access this dashboard, click on the reports link and then go to the reports homepage. Then click on KPI report under the invoice column. You will see a snapshot of the current date. You may also search for a different date. If you are using the Dispensary home Med or Dispensary home Rec as your…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Advanced Part Search and Export Settings
Now you can choose what fields show up in a part search and a part export. Please note that the word ‘part’ is dynamic and may be named ‘item’ or ‘mj item’ or ‘inventory item’ in your system. It is the generic term for inventory. From any page in adilas, click on the magnifying glass and choose par…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksBalance Sheet Item Added to Quick Search
From any page in adilas you can quickly navigate to the balance sheet. Some search options include: Type in a specific date for the balance sheet. The search will take you directly to that date. Enter a number for a user maintained balance sheet item. You will land on the user maintained balance sh…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksUse the New Look for 2023 or Keep the Old Look
You most likely have noticed some new looking pages in Adilas, particularly in the banking area. If you don’t want to use the new pages, you can switch a setting and have access to the old look. You can always switch back to the new look when you have the time or feel like you are ready for the cha…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and Tricks
