News & Updates: Tips and Tricks
What's new in adilas: new features, changes and tips. See every topic.
New Year… New Look and Feel!
There will be some new looking pages in Adilas coming in the next days and weeks. One example of a new look is the bank homepage. The default tab is the bank homepage that shows your bank balances. The second tab is for bank transfers. The bank transfer tab works as before, with clear instructions…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Printable Invoice Settings for Mini Version
New settings allow you to add a QR code to the printable invoice for the mini version. If you would like the QR code on another printable version, please contact us and we can get you a quote. Click here to watch a quick video on how to set this up or keep reading below. To turn on these settings,
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Interface for Online Scheduling
**Please read news and update titled “Flex Grid Tie In Settings Required for Online Scheduling” first. Now your clients can reserve their spot for events or appointments online through your integrated Adilas e-commerce. To start, you will need to create a master time template for Elements of Time…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksFlex Grid Tie In Settings Required for Online Scheduling
In order to use the online scheduling interface, there is some manual setup required at this time. We intend to automate these settings in the future. When we do automate them, we will also open it up to be more dynamic per company to help fit your scheduling needs. For the time being, please follo…
Core FeaturesGeneral News and UpdatesSupportTips and TricksNew Permission Now Required for Certain Settings in Adilas
We have added a new permission to access the following page settings: Cultivation, Production, Gram control in the shopping cart, and MMJ Homepage settings. You will need to assign yourself or be assigned this permission (id=176) before you can access these pages. Until then, when you try to access…
Cannabis UpdatesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksNew Gift Card Function Live on All Servers
Now you can sell gift cards in adilas and customers can use them for purchases. Please follow the instructions below for setup. If you have any questions or need help setting this up in your system, you can email Sean Carlton at sean.carlton@adilas.biz. First you will need to create a new inventory…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksAdd Invoice Only “Permission”
Now there is a new limiting permission which restricts the user from viewing more than one invoice at a time. If the user has basic invoice permissions, they can operate in a shopping cart and make a sale. They can also look at the last invoice created. To find the permission, do a ‘ctrl f’ for 175…
Frequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksAdd Due Date and Credit Terms to Invoices
Now you can view your invoice due date and credit terms on your invoice. There are several settings that need to be configured in order to see this information on your invoices. From the classic homepage, click on management, then manage corp info and permissions. Click on corp-wide settings. Then…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksTrack Project Time in Elements of Time
Elements of Time is a robust component of adilas that has myriad applications for your business. This update highlights new functionality that allows you to track time that has been spent on specific activities/projects by one or multiple people in your company. To get started with Elements of Time…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Look for Working with Time
There is a new look for the Working with Time page. When you click on an Element of Time that you have scheduled on your Elements of Time Homepage, the new layout will look similar to the screenshot below. This is completely based on how your time template is set up, so yours may differ from this e…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksNew CRM Report: Show All Email Addresses
Now you can run a report to show the email addresses from your main contact information, as well as your additional contact information. From the classic homepage, click on system maintenance. Click on customer homepage. Click on advanced customer search**please note that the word “customer” is dyn…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksScheduled Expense Receipts
Did you know that Adilas has a function for scheduling reoccurring expense receipts? These Scheduled ERs work best for reoccurring expenses where the vendor, dollar amount, and BSI bump option (how it is entered on the balance sheet) are the same each time (monthly, quarterly, annually). First, you…
Core FeaturesGeneral News and UpdatesSupportTips and TricksEditing Images for Your Categories on e-Commerce
If you need to change or update the Category images on your e-commerce, you can easily update those images inside of Adilas and it will automatically update them on your e-commerce. Please follow the steps below: Navigate to the “Items Homepage” Select the “More Options” button, then select the “Ad…
Tips and TricksPO Line Item Rounding for Internal Builds
Adilas has a way for every PO Line Item (on all PO types) to go through a rounding function where the system will do the calculations in the background for you. There is a keyword of “auto” that we use behind the scenes that is used to force the math update. If a real rounding number is submitted m…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesMJ Tips and TricksTips and TricksImportant Update: New Look & Feel for Items/Parts Pages
First of all, we would like to extend a sincere apology to our clients for the inconvenience and confusion that was caused by our update, which occurred on the morning of February 24th, 2022. Some of the updates have been reverted back to their original state until we can come up with a better solu…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesMJ Tips and TricksTips and Tricks
