all data is live and searchable
[reset this page] .
[historical web outline - entries by month] .
[adilas community funded projects] .
[contact adilas.biz support - email form] .
[help]
|
Adilas.biz Developer's Notebook Report - 12/1/2009 to 12/31/2009 - (37)
|
||||||
|
Photos
|
Time Id | Color | Title/Caption | Start Date | Notes | |
|
AU 1562 |
|
Daily Tasks | 12/1/2009 |
• Went in to town to help with a $2,000 loan from Steve to help float adilas and myself. • On the phone, writing emails, etc. • Setup new balance sheet item in the system. 10 miles. • Working on the accounts receivable reports. • Worked on the payment reports. • Steve called and we talked for 45 minutes about future plans and ideas for our receivables. |
|
|
AU 1563 |
|
Daily Tasks | 12/2/2009 |
• Working on a new logo for a client. Posted files and colors online. • Worked on more receivable payment reports. • On the phone with Steve going over a request for a wholesale multi-unit shopping cart feature. • Made a new invoice payment history report and added drill-down links all over the invoice, customer, and receivables pages. • Finished up receivables changes and posted files online. • Backed up the database. |
|
|
AU 1587 |
|
Daily Ideas | 12/2/2009 |
Ideas on Payment Options: - Pay by check with net 30 (if default, moved to prepay or credit card) - Pay by credit card with 5% discount - Pay by EFT/ACH from bank account with 8% discount - Prepay by check 3 months in advance - Prepay 11 months, get 12th month free (best value) - Prepay 6 months with 10% discount |
|
|
AU 1564 |
|
Daily Tasks | 12/3/2009 |
• Working on help files for receivables. • Big email update with info on new receivable improvements, new PO types, enhanced customer logs, corp/user history, merchant processing, etc. • Brainstorming on the wholesale-cart builder. • Started working on the new cart logic. |
|
|
AU 2394 |
|
Brainstorming - Ideas & Checklist for New Wholesale - Multi Unit Cart | 12/3/2009 |
Ideas & check list for new wholesale – multi unit cart: 1. I will need a new invoice type. My idea is to only have this invoice type used for cart mode. It will then be converted into a normal customer invoice once it leaves the cart mode. That way we don’t need to track it differently in all of the different pages. Basically, it is just a quick way to populate multiple units into a shopping cart. Maybe it shouldn’t be an invoice type, maybe it should just be a special link that will direct the user to a special set of pages. Decided to go with a special cart type. 2. Known needs: - Wholesale or resale - 1 to 100 units per cart - Fast - Simple - No extras - Choose units (search, point & click to add/remove) - Choose customer - Possible to do an inter-corp sale with the multi’s o This includes selling them out of one corp & stocking them into the receiving corp. Only for vehicles, trailers, and toppers. Not yet optimized for specific units. - No taxes, no doc fees, no title fees, no registrations, no licenses, no temp tags. (Need to check validation once sold, I don’t want it to cause any problems when editing.) 3. Leaning towards a crossbred between normal cart and normal unit cart. Treat it as its own animal. 4. New permission – Its life is only good while in cart mode. 5. Able to save as quote but not able to restore to cart. 6. New cart mode needs to work with vehicles, trailers, toppers, and specific units. This also means that edits after the fact need to be compatible 7. Make cart compatible with existing features. - Select customer first - Basic start cart - Add 1 or more parts first - If adding a unit, if they click the invoice/quote link, it will jump to the correct add page. - Able to switch between normal customer and inter corp sale. Also some sort of flag that says inter corp sale. - Validate that units are not already sold. 8. Invoices need conditional logic and ability to hide special customer/unit information. 9. Other possible stock/unit changes that might go along with this change are: - Java script and education between mark-up and profit percentage. (profit margin) - Description counters - Multi stock feature to sold and basic inv search. - Color filter - Mark-up and sale price on every unit and type. |
|
|
AU 1565 |
|
Daily Tasks | 12/4/2009 |
• Working on the wholesale-cart builder pages. • Added a couple new filters to current inventory and sold reports for stock/units. They were multi stock number filters and color filters. • Created a new page to help add multi units to a single cart. • Worked on submitting the point and click units to an action page. |
|
|
AU 1566 |
|
Daily Tasks | 12/5/2009 |
• Email update to Steve. • Posted files that were done online so that Steve could see the progress. • Testing and updating help files. • Launched new stock and color filters for inventory and sold units. • Worked on the multi units to cart logic. • Worked on cart validation for new wholesale-cart builder mode. |
|
|
AU 1567 |
|
Daily Tasks | 12/7/2009 |
• Working on the submit cart page for the wholesale-cart builder. • Spent some phone time with a client. We talked about work in progress invoices and making a quote in the system. • On the phone with another client going over partial payment on a PO. • On the phone with Steve going over progress and the game plan. • Finished up the wholesale-cart builder logic and posted files online. • Added additional validation on cart type “quote” and disabled checkout options in quote mode. • Testing files online. |
|
|
AU 1588 |
|
Daily Ideas | 12/7/2009 |
Go back and encode all sensitive parts of the database using the encoder functions. - SSN - EIN - Bank accounts - Date of birth - Driver license #’s - Etc. |
|
|
AU 1568 |
|
Daily Tasks | 12/8/2009 |
• Updating help files and activating the wholesale-cart builder function and permission. • Random clean-up and sales commission payroll for adilas. • Cleaned up some bad debt invoice payments. • Worked on the new cross-corp sales permission. • Updated dynamic naming. • On the phone with Steve going over new plan to jump onto the dewy decimal system and part conversions. This will help some of our clients with their operations. • Worked more on cross-corp sales and updating corp-wide settings. |
|
|
AU 1589 |
|
Daily Ideas | 12/8/2009 |
-Need a way to merge customer, vendors, parts - together. -Add a 1 page quick quote for a stock unit. This would include the unit a trade-in allowance, doc and title fees, etc. Maybe make this page into the deal calc page. |
|
|
AU 1569 |
|
Daily Tasks | 12/9/2009 |
• Working on the cross-corp sales process. • Added new documentation on the customer side for the developers help page. • Finished up the documentation for the adilas web services side. • On the phone with client’s associate about theirs and adilas’ website design. Swapped some ideas and just talked. Neither of us knew the agenda. We just knew that we were supposed to talk at our client’s request. Kind of funny. I wrote a quick update email back to our client. • One thing that I did learn was I need to get some help if I want to grow. By myself I can only tackle one or two projects at a time. With a small team, I can take on 10 to 20 projects at a time. • More work on the cross-corp sales permission. • Also talked on the phone with Steve about game plan and options. • On the phone with my dad going over site options and trying to get new clients for adilas. We talked a lot about remote demos and using products like Citrix, DimDim, Go to meeting, and other online web meetings. |
|
|
AU 1570 |
|
Daily Tasks | 12/10/2009 |
• Worked on and finished up the cross-corp sales section. • Build the new cross-corp settings pages and worked on logic and loops for selling and stocking in cross-corp units. • Posted files online. |
|
|
AU 1571 |
|
Daily Tasks | 12/11/2009 |
• Working on the main flex grid homepage help file. • Added a bunch of new examples on how to use the flex grid. • Created a proposal email for a company out of Logan, UT. My wife helped me with wording and flow. |
|
|
AU 1590 |
|
Daily Ideas | 12/11/2009 |
Ideas for part conversions and dewy decimal: - Forget about adilas, pretend that it doesn’t exist. - Figure out the solution and then apply the best solution in to adilas. - Each invoice, quote, cart, recipe, and PO needs a way to differentiate between: each (ea), count (cnt), length (len), weight (wt), etc. (look up abbreviation) Default is each and doesn’t show unless the corp selects “use parts conversions”. Then it shows up as a dynamic list in a dropdown box. (Possibly per part of item) - Let go! When dealing with inventory and bulk items, it is impossible to be perfectly exact and 100% on the money. Ball park will do! - Build and hold PO’s need a main vendor. This may need to be flexible and can’t be recorded with the recipe. Maybe start a build and hold PO and then apply a recipe to it. Or maybe a 1 page deal that does it all. - Conversions – everything needs to convert to a unit of 1 at some time. There should be a default conversion or way to buy and sell the items. They may not be the same: say you buy something by the foot and then sell it by the pound or whatever. - Keep it simple. The main goal is quick, relatively accurate, easy, effective. Most of the users aren’t worries about crumbs or shavings. The main deal in or out is the goal. There will be + or - (plus or minus), no way around it. - Think big picture! Don’t sweat the details. - When dealing with fractions and decimals. Add them up at face value and then do some rounding. Otherwise it will be thrown off by rounding error. - Do some research about unit measurements, packages, online shopping carts like U-line or Home Depot. |
|
|
AU 2395 |
|
Brainstorming - Ideas for Transition Invoice Flow | 12/11/2009 |
Ideas for transition invoice flow: (Multiple sketches for ideas: Please see scan in photo gallery) Normal Invoice: main invoice date Transition Invoice: - When transition invoice are closed and flipped to normal invoice o First a start date – then the transition period – then an end date – and following that the “main” date. - When transition invoice start all dates are the same until invoice is flipped and closed o Main, start, end – unknown transition period??? - Normal invoice only have the main invoice date o Main date Ideal setting for transition invoices: - Qt I Open: o all dates the same - Cust Inv: o Start date & end date okay to be equal o Start date before end date o Invoice date not touching end date - What happens if I flip it back from closed into open again…? - View (trans name) dates & settings Other notes: Allow conversions and show real math and allow the user to adjust things on the fly. 1 lb. = 10,119 items (real) or 1 lb. = 10,000 items (allowable adjustment) |
|
|
AU 1572 |
|
Daily Tasks | 12/12/2009 |
• Worked on transition invoice dates. • Created a small visual helper graphic and moved all dates to one page. |
|
|
AU 1573 |
|
Daily Tasks | 12/14/2009 |
• Worked more on the transition invoice dates and settings. Added new validation. • Worked in a program called Eclipse and worked on corp-wide settings for transition invoices. |
|
|
AU 1574 |
|
Daily Tasks | 12/15/2009 |
• Finished up the corp-wide settings for transition invoice and launched files. • Updated help files and activated corp-wide settings for transition and customer invoice types. • Biked in to town and met up with a client to work on his website. Looked over his project assets and started to do a website mock-up for him. He pre-paid $300. |
|
|
AU 1575 |
|
Daily Tasks | 12/16/2009 |
• Reviewing notes on multi decimal points. • Went in to town and picked up Steve at the airport. • Went to his house and had a brainstorming meeting. We covered new changes and talked about needs for a client. • We went out to a client’s location and met with the. Good meeting and very productive day. 15 miles. |
|
|
AU 1591 |
|
Daily Ideas | 12/16/2009 |
Meeting with Steve: - Multi dew decimal - Transition sub status for invoices o 1 to many, on the transition period o Special order o Back order o Layaway o Order o Etc. - Customer and vendor parts o 1 - many, from parts to customer and vendors - Part conversions and lowest common unit of measure - Line item sort for PO’s, Quotes, & Invoices - Bin numbers on printable PO’s and invoices |
|
|
AU 1576 |
|
Daily Tasks | 12/17/2009 |
• Follow-up emails and phone calls with adilas customers and clients. Called two clients and called and checked back with a contact we had sent a proposal to. • Emails to a client and updated their logo. |
|
|
AU 1577 |
|
Daily Tasks | 12/18/2009 |
• More emails and phone calls for adilas. • Did some brainstorming and installed Adobe ColdFusion Builder. |
|
|
AU 1578 |
|
Daily Tasks | 12/19/2009 | • Working on a client’s game board and project. Added 90 buttons. Worked on action script for code, indicators, and card function. | |
|
AU 2396 |
|
Tech - Lowest Common Unit of Measurement | 12/19/2009 |
Lowest Common Unit of Measurement: Conversion Tree – sketch – Please see scan in photo gallery - If the conversion tree is done correctly. I should be able to go up or down the tree and convert to whatever is needed. - Maybe allow know info to be entered and then convert on the fly. This may require a lot of java script. - What happens if weight, cost, length, pieces per certain known change. This gets quite dynamic and creates a number of variables. - Examples on page: Random numbers to work with and some known conversions and some customer conversions. (Please see scans in photo gallery for the conversion examples) - How to know which place to put the price? o Ex. Price/pound – if you say price per pound that impose that price is on top or price/pound - More conversion examples: (Please see scans in photo gallery for the conversion examples) |
|
|
AU 1579 |
|
Daily Tasks | 12/21/2009 |
• Working on a project for a client, worked on the game cards and questions movie clips. Launched first round online. On the phone with client going over changes. Small tweaks and added a bit more content. • Prep work on adilas stuff. • On the phone with Steve going over questions on parts conversions and additional customer tie-ins. |
|
|
AU 2397 |
|
Tech - Customers & Contacts | 12/21/2009 |
Tech – Current Customer Contacts & Additional Customers Tables (Please see scan in photo gallery) Customer & Parts: - Lowest common denominator - *Key – How do you buy? Buy by ____ - How do you want to sell this? Sell by ____ - Conversion type - In specific - Out random Changed Additional contact to Additional Contact/Address Info: Customers: - Additional contact info - Maybe add default tie-ins - May show additional customer drill-downs - Default salesperson per customer o Additional add setting o Settings o Name o Address o Phone: cell, work, home, fax o Notes |
|
|
AU 1580 |
|
Daily Tasks | 12/22/2009 |
• Working on new fields for additional customers and contacts. • Worked on both add and edit modes. • Worked on adding more than one customer at a time. |
|
|
AU 1581 |
|
Daily Tasks | 12/23/2009 |
• Working on the customer section. • Working on the add multi customer contact/address page. • Spent an hour on the phone with a client. Did some training on PO’s and got ideas and info from them. Went over special request PO’s and adding hidden line items to PO’s. • On the phone with Steve and Newtek about credit card processing and a thing called “Forward Commitment”. They said we can’t do that because of the liability for pre-charges. I called Newtek back and told the lady that I would be calling our rep to see if we could work something out. We need the ability to pre-charge. • Finished up the multi contact/address tie-ins and posted files online. • Worked on help files. |
|
|
AU 1582 |
|
Daily Tasks | 12/24/2009 |
• Worked on help files and testing online. • Called a client and walked him through new customer changes. • I sent out a small Christmas email update. • On the phone with Steve going over changes and plans. • Started working on the customer status field. • Worked on adding a reoccurring invoice flag to customers who have reoccurring invoices set up. |
|
|
AU 1592 |
|
Daily Ideas | 12/24/2009 |
-System basics - Customer logs o Similar to normal homepage with a light search and full details. Add link from main customer homepage. -On customer and vendor searches. Make a new flex search option: (new) - General or all - Business name - Last name - First name |
|
|
AU 1583 |
|
Daily Tasks | 12/26/2009 |
• Bought about 30 new domain names for adilas. • An associate came over and we brainstormed for over an hour about marketing and showing/selling adilas. Set up a plan for next week. • Worked on new flags and drill-downs for customers and reoccurring invoices. • Added options for setting a default salesperson per customer. |
|
|
AU 1584 |
|
Daily Tasks | 12/28/2009 |
• Spent some time working with the new domain names and getting everything printed to the correct servers. • Emailed an update to Steve. • Added two new reoccurring invoice time periods for quarterly and semi-annually. Beefed up the reoccurring invoice history section. • Started to work on the standalone customer logs search. • Created a new permission and posted files online. • On the phone with Steve going over things for an hour. Talked about some requests from a client and problems with Steve’s old company’s website and how part of adilas is using that site. • Added new links for bank balances. • On the phone with Steve going over possible problems with reimbursements. |
|
|
AU 1585 |
|
Daily Tasks | 12/29/2009 |
• Went up to Buena Vista to work with an associate. Created a general outline of what we wanted to do. We talked about marketing ideas and potential from adilas. We spend a lot of time talking about video tutorials. 50 miles. • Ordered a new hosting plan for adilas university. • Updated some settings for Steve’s company website, paid for outstanding service owed. • Purchased new domain names for New School Accounting (.com & .biz) • Working on new 2010 tax tables and settings. |
|
|
AU 2398 |
|
Brainstorming - Adilas University & Adilas Marketing Ideas | 12/29/2009 |
Adilas University & adilas Marketing Ideas Video Tutorials - Web basics (1.1, 1.2, 1.3) - Stuff - Theory (2.1, 2.2) - Old vs. New - Start at entry level (FAQ’s) - Server based (FAQ’s)] Marketing - YouTube - Business magazines - Pay per click - Remote Training Classes - Trade shows - Search engines - Door to door - Referral - Webinars - Newspaper - TV (Review sites) - Radio (Review sites) - Our website - Links and banners - Tele marketing - Email campaign - Updates - Newsletters Adilas University - Should it be 80 – 90- 100% video training? - Email opt in for videos Leather on the seats - Fluff |
|
|
AU 1586 |
|
Daily Tasks | 12/31/2009 |
• Working on new 2010 tax tables and settings. • Posted new tables and pages online. |
|
|
AU 3562 |
|
2009 | 12/31/2009 |
YEARLY ACCOMPLISHMENTS 2009 Steve, This is a list of things that happened and accomplishments made during the 2009 year on adilas. It was a great year with tons of great stuff. If you need more detail, just let me know. I have everything documented down to the date. January 2009: • Lots of balance sheet work. Payables, floorplan, inventory, receivables, and look-back reports. • Added the user-maintained balance sheet photo gallery. • Added the part number usage report. • Posted the balance sheet files online. This was round 2 and the first balance sheet available to general users. Round 1 was back in 2008, very limited, with known holes. • Added options to format the balance sheet in to a traditional format for printing. • Added state income tax settings for Arkansas. February 2009: • Allowed invoice notes (printable and internal) to be searchable. • Added pagination (next photo) on the big photos in the gallery. • Added the reoccurring invoice section. • Added the printer friendly invoice (capable of showing multi invoices with an address that would fit in a windowed envelope). March 2009: • Added the work in progress invoice setting. • Added reports for outstanding deposits and outstanding payments (checks). • Added reports and switches for cash accounts (running off of verified dates) and accrual accounts (running off of basic dates). • Added the limited invoice format (no costs and only for work in progress). • Rework of the entire work in progress section. Originally, we didn’t know that they couldn’t show up like normal invoices. Made major changes to balance sheet, income statement, couldn’t show on receivables, and couldn’t show on sales tax reports. Somewhat of a surprise! • Fixed a date problem with PO payments and stock/unit payments. Original date was when recorded not what date the expense was holding. Small disconnect. • Added a mid-year change to federal tax tables (part of a stimulus package). April 2009: • Added barcoded and RFID tag fields to the parts table. • Added the recipe/build section. • Added hidden line items to PO’s, quotes, and invoices. • Added the invoice profit per line report. • Created a search and add invoice line items section for invoices that had already been created (no longer in cart mode). • Permission rework for parts, sales, and being able to not see costs. • Added the “save as…” feature for quotes. • Added admin work in progress permissions. • Added a grouped salesperson report to the daily/weekly report. May 2009: • Added the customer type. • Added the customer additional contacts and customer log entries. Tons of CRM (customer relationship management) options. • Added the customer settings to the shopping cart and checkout process (if invoice is tied to customer). • Added the bank helper report (deals with dates prior to bank starting dates). • Added the advanced customer search. This is a build your own customer report page. • Held the first public adilas.biz seminar at Steve’s house. We had 10 people there. Great meeting. • Added code to help verify expense/receipts. There was a problem with payments getting verified and the main would still be outstanding (or vice-versa). Tied the two together (if a 1 to 1 relationship existed). This deals with reconciling banks. • Fixed a rounding error problem with PO and invoice line items. • Allowed the quick search type to follow you from page to page. Once selected, it would stay selected until changed. June 2009: • Created documentation for web/customer inventory pages via web services. • Added the corp stats report (pre-cursor to the history homepage report). • Added the flex grid tie-in application. This is an application that rides on top of the main application and is used to help tie things together and record additional information. Very dynamic and very flexible. • Added the next day link on the balance sheet homepage. July 2009: • Added the history homepage permission and report. Lots of work on drill-downs and sub reports. This is the corp stats report with more filters and options on a per corp basis. • Added an image/scan drill-down report. • Brainstorming and research on multi decimal points (dewy decimal). • Added first round of crop-wide settings. There were only 5-6 to start with. They were physical year, parts mark-up, default tax category (parts and customers) and ice-down date (disabled). • Major change on how inventory values were determined. Old way was to use the current part number cost times the quantity on hand. The current cost was a variable and could be changed. That reflected itself forward and made a moving target for the total inventory value (a single price change could change everything). The new way is to use the actual costs recorded in the database (as they happened). This removed the current cost variable and allowed exact drill-downs to underlying data. Big break through on tracking inventory. • Added the paid dates and paid flags for invoices and expense/receipts. This helped tighten things up in accounts receivables and accounts payables look-ups and look-backs. August 2009: • Added two new hard-coded parts to the system. They are “Fee” and “Collected”. • Added a search option for adding PO line items. The old way was you had to know the exact part number and cost in order to add a line item. The new way allows you to search the system for the info. • Added the PO requests. These are non-payables, not counted as inventory, and not yet live. They may be turned in to live PO’s later. • Added the option to change the vendor/payee id number on expense/receipts. • Added new options to the web/customer inventory pages (still dealing with units). Options included next photo on big photos (pagination) and medium thumbnails. • Added some rounding on all stock/unit prices (that were calculated on the fly). This was both internal and for web/customers. • Set all the web/customer inventory items that had been sold to a hidden price value and showing the word “Sold” instead of a price. September 2009: • Added 25 new corp-wide settings. Most were set to inactive but added as future placeholders. Slowly started adding them and activating them as time allowed. Setup the main corp-wide settings page. • Changed work in progress invoice name to a transition invoice name. • Added the bank check/deposit register as an optimization project. • Added the vendor of “All” to the printable parts list report. • Added the “parts” to the online web pages for web/customers. Activated web specific corp-wide settings. • Added flex grid tie-ins to the output for different invoices modes (printer friendly, limited format, and save as PDF). • Opened up the limited invoice format to all invoice types. Formally, it was only open to work in progress or transition invoices. • Changed names on the main switchboard page. For example: The permission name and menu option used to be called “basic add/edit deposits”. This was changed to “deposit homepage”. Tons of other name changes to help standardize the naming convention and layout. October 2009: • Added save as PDF for PO’s. • Added the PDF document management section. This deals with pulling database info and placing it on a pre-defined PDF form or document. • Launched the first PDF form – Texas 130-U. This was an optimization project and the first dynamic PDF form (custom paperwork). • Added other PDF forms. Most were start to finish in about 2 hours. • Added some java script calculations on the cart checkout page to show change due. Calculations were made and shown but no physical data was ever recorded. November 2009: • Took off all of the built-in subs to stock/units. For example: gallery fee, web/computer fee, etc. • Allowed negative parts quantities to flow through to the balance sheet. Prior releases only allowed positive inventory counts to flow to the balance sheet. • Added merchant processing. This is the ability to take secure credit card payments, process sales, run transactions, view transactions details, and void transactions if needed. • Processed first credit card transaction through adilas.biz on 11/7/09. • Created the merchant processing flyer and demo payment page. • Added extended prices, costs, and profit to all recipe/builds. • Added the cart profit per line report. • Added a new silver “Specialty” permission color. • Allowed the main PO vendor id to be changed. Also added what we called “Special” PO’s. These are non-vendor specific PO’s and they allow for generic or homogenous parts like steel, wood, water, flour, etc. (items that may be purchased from multiple vendors yet are considered the same basic thing or sold out of a general pool). • Small patch/fix to the P&L for deposit types that are not attached to an invoice. December 2009: • Loan from Steve to adilas to keep it going. • Added the wholesale cart builder permission and function. This allowed multi stock/units on a single invoice with a point and click interface. Max of 50 per invoice. • Disabled the checkout buttons and options from inside the cart mode if the cart was in quote mode. • Added the cross-corp sales permission. This is taking the wholesale cart builder and allowing a sale from one corp to another corp. Basically, sell from one and stock in unit in the other corp. Tie it all together. • Tightened up the transition invoice dates and added a graphic to show what we called the “magic window” (transition period). • Added options to add more than one customer and/or customer contacts to a shopping cart. • Added a reoccurring invoice flag to the customer log and customer search results. • Added a default salesperson per customer. • Added two new time periods to the reoccurring invoices. They were quarterly and semi-annually. • Added 2010 tax tables and settings. |
|