all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Pink
|
|
||||||||||||
|
Photo/Image Count: 10
|
||||||||||||
|
||||||||||||
|
|
|
Notes:
|
|
YEARLY ACCOMPLISHMENTS 2010 Steve, This is a list of things that happened and accomplishments made during the 2010 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 2010: • Brandon and Andy created their first video tutorial. It never got published but it was a 4 minute video on using the adilas shopping cart. • Small face lift to the main adilas.biz site. Added the cloud background. • Created a number of new flyers. Added options for dynamic name and contact info. • Lots of brainstorming on marketing, what do we do, and how can we get it out to the people? • Came up with a new slogan: Your date, you cache & retrieve it, we secure it. • Prep and research for the dewy decimal system. • Encoded sensitive database fields for storage. Examples: bank accounts, routing numbers, customer and employee SSN’s, driver license numbers, EIN’s, and usernames. Passwords were already encoded prior to this. • Added a forgot password helper page. February 2010: • Added a multiplier for the recipe/build prep page. • Added the add as advanced PO line item page. This page allowed for mini conversion calculations during the add line item process. • Added new PDF forms. 1 for Texas and 2 for Colorado (paperwork). • Posted the first round of the dewy decimal stuff online. Hundreds of files were updated. • Small fix on internal transfer invoices. Added current costs to items. March 2010: • Added units of measure to parts, PO’s, invoices, and quotes. • Activated corp-wide settings: show bin numbers, show unit of measure, and show line item numbers. • Steve loaned some money to adilas. Thanks! • Added a sort order option to PO and invoice line items. Included a bulk sort page for changing multiple sort values at a single time. • Added code to help automate bad debt payments. • Added the profit and discount calculator. Linked up the profit and discount calculator with the loan payment calculator. • Brandon and Andy worked on some marketing ideas. • Added a tools and features list to the main adilas.biz homepage. Also a small scrolling flash movie with the features. Most of the ideas came from Brandon and Andy’s marketing sessions. April 2010: • Added special line item settings to the corp-wide settings. Over 100+ fields. Things like: Labor, Supplies, Other, Collected, Fee, Dealer Handling, Discount, Freight, etc. • Added a merchant processing prep step to help speed up the transactions. We were experiencing long wait times (every once in a while). • Added a grouped customer log report. • Added the profit percentage to the global parts mark-up tool. • Added a price helper field to the add/edit number page. Local java script to help with profit margins, mark-ups, and pricing. • Added a price switch to trailer and toppers. They were always a mark-up value and we added options to choose between a list price and the mark-up value that was calculated on the fly from the basis. • Applied the stock/unit price switch to all stock/units and made it part of the global stock/unit mark-up tool. May 2010: • Created the mini invoice or 3” customer receipt. • Added the last 4 of the credit card numbers to the payment notes for reference. • Tons of time working onsite at an adilas client’s. Great ideas and training ground. • Added the barcode generator. Added page tie-ins and posted a free barcode generator on the main adilas.biz homepage. • Added a recalc taxes switch for invoices with multiple locations. This is an after the fact deal and allowed for items to be pulled from one location and then flipped to another location. The taxes would be recalculated and invoice values changed. • Added the financial flow calculator and worksheet. June 2010: • Spent more onsite time at a client’s (on and off throughout the entire month of June). • Added a new tax category called “With Tax Included”. This helps back into a bottom dollar value. • Added a discount calculation option right from the profit and discount calculator page. • Added a printer friendly link to the printable PO page. Took off all of the extra navigation and quick search info. • Lots of new corp-wide settings. Added the barcode quick cart, quick cash checkout, number of payments on checkout, customer web settings, show/hide prices, web return address, and barcode label sizes. • Changed all of the disabled/helper fields to a light blue color with black text. The old way was a white field with a light grey text value. The new fields stand out and are easier to read. • Added the PO quantity to the add/edit parts page. This is really handy when adding new parts from within the PO line items mode. • Added the apply quick discount to the edit cart line items page. • Added the auto calculate change due setting. Recorded the info and helped show the actual change due. July 2010: • Brandon and family moved from Salida, CO to the Logan, UT area. Salida was the birth place of adilas.biz application. Spell Salida backwards… you get adilas. (2001-2010 9 years) • Added tons of new details to the grouped daily/weekly reports. Showed tons of new break-downs and details with drill-down links to underlying data. • Added a corp-wide setting to help limit and/or open up location specific inventory tracking. • Major push to activate all existing corp-wide settings. Didn’t actually complete until August 2010. • Added the key word “All” to all of the quick searches. August 2010: • Combined a push on all of the corp-wide settings. • Added external customer PO #’s to invoices and quotes. • Finished up the basic corp-wide settings. In all, updated and changed over 700+ files in all. Files were from the main adilas.biz site, secure backend, data components, web/customer files, etc. • Did some page clean-up and added some CSS (style sheet) changes to every page in the site (while checking for corp-wide settings). Tightened up the overall look and feel of the application (minor changes to the eye but helped to standardize code and flow). • Added new drill-down links to the history homepage report. • Created the mini version of the daily/weekly report (3” format). September 2010: • Added a corp-wide setting for specific unit names. • Added a new global find and replace part number feature or tool. • Added the first round of the advanced add to cart section or page. • Added a gateway connection to the Merchant One online credit card gateway. This was the second merchant processing option for adilas customers. • Added a test page for all merchant processing accounts. • Did a full rework on the USAePay gateway code and merchant processing code. This rework eliminated the random slow connections and made the entire system seem like it was working as fast as lightning. USAePay was the original merchant gateway added to the adilas.biz system (11/2009). October 2010: • Tons of brainstorming and documenting ideas and concepts. Worked on mapping out system players and processes on paper. • Created an interactive map of the adilas business platform. Map is just in concept stage and was drawings and graphics. Used a “building” layout to show players, concepts, and virtual departments. The building metaphor has rooms, sections, hallways, doors, and shows relative connections of the pieces (strategically placed items to show flow and relationships). • Presented the map concept during a whiteboard session in Salida. • Added all special line items, as their own group, to the history homepage as drill-down links. • Lots of brainstorming on the scheduler application and the element of “time”. • Ordered a new dedicated server for adilas.biz. • Switched to ColdFusion 9 as our scripting environment. • Tweaked the code that deals with changing part numbers. New code will help to cascade changes to the appropriate other tables. Much cleaner and hug time saver. • Went to live on the new dedicated server. Saw major increase in uptime and speeds. • Put up the first round of the adilasuniversity.biz site. Small graphic with some links and some verbage. November 2010 • Added some new filters on the update inventory counts pages. They were a barcode filter and a vendor quick switch field. • We have over 100+ domain names pointed to the adilasuniversity.biz site. This is mostly for future marketing and domain real-estate protection. • Added a link right from the default photo (thumbnail) to the add/edit photo page. Idea came from a guy named Logan out of Denver, CO. • Added a total or bottom dollar value to the advanced add to cart page. • Full rework on the advanced add to cart section. Included tax calcs, back calcs to quantity and prices, discounts, mark=ups, etc. • Added the part category as a filter on the main part number search. • Added the my cart favorites section. This is a user-maintained dynamic button section that allows for searching of parts, recipe/builds, adding items to cart, displaying advanced add to cart options, and custom setting (quantity, price, and description). • Brainstorming on adilas university and a multi-media training tool. December 2010: • Added a special my cart favorites search part number interface. • Posted an out of business note on the Morning Star Automotive website. The turning of an era! Thank you Morning Star! You got us where we are today! (site will be left up as a demo site) • Added buttons to create new items (deposits, carts, invoices, quotes, PO’s, expense/receipts, BSI, etc.) • Added show/hide toggle buttons to show/hide the main search criteria for reports. • Added the “Any” name option for customers and vendors. • Reworked the customer payment history report. Allowed custom settings to be applied and the ability to hide the deposit info. Basically, a printable customer payment history report. • Added a checkbox to help keep the search criteria open if needed (got a little too aggressive on the show/hide options). • Condensed the PO location/contact info for printable PO’s. • Working on a graphic version for the interactive business platform map. Really excited about the future! |