News & Updates: Core Features
What's new in adilas: new features, changes and tips. See every topic.
Flex Customer Attributes
To create flex attributes for customers, navigate to the customer homepage. Click ‘more options’ link. Click on the ‘Flex Attributes’ link. Currently ‘Customer’ is the only category with flex attribute functionality built out. Click edit link to the left of Customer. Fill in the attribute name and…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksMost recent info:Update to Flash to Html5 Conversion
Please insure your settings are correct for the labels and printers. Some settings below: Adilas setting, Printer settingLabel Size: 3/4 x 2, Paper size: 30330 Return AddressLabel size: 2 x 3/4, Paper size: 30330 Return Address Label Size: 1 x 2, Paper size: 30330Label size: 2 x 1, Paper size: 3033…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksHappy New Year!!
Adilas would like to say Happy New Year to all of our clients! We look forward to 2021 being a fabulous year, with new updates and functionality to help make your work easier and more efficient. Please remember we are always open to new ideas and suggestions. Again, HAPPY NEW YEAR FROM THE ADILAS T…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMETRCMJ Tips and TricksSupportTips and TricksAdd JPEGS to Customer Profile in E-Commerce
To help support contactless sales in Adilas, online shoppers can now upload photos of documents necessary for shopping directly into their customer profiles. **Please note this is only for jpegs. To activate this setting in your Adilas e-commerce, hover on ‘Other’ link at the top of any page, then…
Core FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksHow to Void Deposits and Expense Receipts from the Balance Sheet Automatically
Now when a user voids a deposit or expense receipt, it will automatically be voided (zeroed out) on the balance sheet. Below will demonstrate what this process looks like with an expense receipt. The same steps will be taken with a deposit. Create an expense receipt and allocate it to the balance s…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksHow to Add Balance Sheet Item Numbers to your Chart of Accounts
To ensure that all line items you wish to allocate to the balance sheet receive the proper balance sheet item number, it is helpful to set these up as defaults in your chart of accounts. In the example below we will be demonstrating how to set these up for your deposit types. The same steps will be…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksNew Feature…Using Barcode Quick Cart Alongside Smart Group Tiered Pricing
Now Adilas users can take advantage of corp-wide settings that allow them to scan/type a barcode into the shopping cart to add items directly AND scan/type barcodes for items connected to smart group buttons, add weight, and have it entered correctly into the shopping cart. First there are a couple…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksSupportTips and TricksLoyalty Points Program Now Tracks Actual Cash Value
Most Adilas users will not notice anything different about these upgrades to the loyalty points program, but those who want to track their liability will be interested in these developments, as well as those who aim to comply with new tax rulings regarding loyalty and rewards programs released this…
Core FeaturesGeneral News and UpdatesHelp FilesSupportTips and TricksPayee Permission Homepage
The payee permission homepage has been redesigned to be more mobile friendly, improved look and feel, and a new search filtering option to find payees quicker. How to Get to It: Classic Homepage > Management (tab) > Add/Edit Payees & Permissions (link) Written Instructions In this help file we will…
Core FeaturesGeneral News and UpdatesHelp FilesSupportMore Tips for Managing your Loyalty Program
New functionality has been added to the loyalty program and here are some more tips too! Previously, even after you voided an invoice for a customer, the loyalty points would need to be manually removed. Now, when you void the invoice, the points go too! Simply go to the invoice that you need to vo…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksLoyalty Points Program – New Features Have Been Added…
This update includes all of the original information plus new rules and permissions that have been added since the fall. Thanks to all the hard work of Eric Tauer and Brandon Moore, the first phase of the loyalty points program is now in effect. It is easy to setup and use, and will be a great addi…
Core FeaturesGeneral News and UpdatesHelp FilesTips and TricksCustomer Sort Functions
Now you can easily view your customer list and sort all of the information. Start at the classic homepage and navigate to the customer homepage via system maintenance. Click on More Options and choose the Printable Customer List. Now you can choose how many records you view, export your data to csv…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesTips and TricksTips for Calculating Payroll at the End of the Calendar Year
When running your payroll at the end of the year, it is important to pay attention to the “Use Tax Year” drop down list to ensure that your payroll is included with your liabilities for the month/quarter. For example, say you are calculating your payroll for 12/16/19 through 12/31/19. If you were p…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesSupportTips and TricksSeveral New View Only Permissions Now Available
When selected, these negative permissions will allow users to create and view but not edit various forms in adilas. Here is a brief review, as well as the corresponding id #’s so you can do a search and find them easily. First, from the classic homepage, navigate to the system management drop down…
Core FeaturesFrequently Asked QuestionsGeneral News and UpdatesHelp FilesTips and TricksBulk Update Parent RFID Field and Web Status
Now you can bulk update the parent RFID field and the parent web status. As with the other parent updates, you will access this through global parts markup link, which is under system maintenance. If you don’t see this as an option, you will need the permission id=74. Once you click on global parts…
Cannabis UpdatesCore FeaturesGeneral News and UpdatesHelp FilesMJ Tips and TricksTips and Tricks
