all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Yellow
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Photo/Image Count: 13
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Notes:
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Scan 1 – Planning what needs to happen in different parts of adilas – categories, items, priorities… Category – Item: - PO’s – Items on order/in transit - Time – Round 1 Elements of Time - General – Email support - Web - eCommerce - Customer – Customer pay portal - Reports – All grouped reports – Be able to go back and forth - Reports – Direct links to sub actions - Web – Adilas University - Photos – Secure Images and use content server - Look & feel – My Quick Buttons - Look & feel – Graphics & icons - Taxes – Sales tax & collected fees - B.S.I – balance sheet round 4 - Training – Roll Call Page - Reports – user history - Reports – financial Roll Call history - Training – Interactive business platform - Training – General user manual - Training – Adilas theory - Time – Online reservations - Web – main adilas face lift - Web – automation for crop sign-up and setup - A/P – Payables rework - Flex Grid – Reflexive side of the flex grid - Photos – Upload pdf - Invoices – Interactive shopping cart and interactive quotes - Payroll – Payroll rework - Training – Map out entire system - Photos – Be able to replace the mini thumbnail for photos - Reports – Graphs & charts - Reports – Visual eye candy – dashboards - Photos – Other photo galleries for vendors, employee/users, deposits, part categories, stock/unit, and subs or category flow - Vendors – Additional vendor/customer ties A/P & A/R & other look up options - Web – Merchant Processing batches, deposits, Authorizations tips - Locations – Cash Drawer Management - Locations – Build a 1-many for locations and sub locations - Web – Be able to web service pieces around - Reports – run on grouped totals for speed - Look & Feel – Touch screen interface - Customers – Customer type – sales reports - Invoice – Print multi invoices interface - E/R’s – Recurring Expenses and balance sheet items - B.S.I. – Known issues report - Reports – Build your own reports - Maintenance – Import & export tools - Customers – Promotion codes and marketing Time/Priority: - Web - Clean up - Look & feel - Flex grid - Bank - P&L - B.S.I - Training - History - Reports - E/R’s - Dep’s - Photos - Admin - Corp-wide setting - Payroll - A/P - Theory - Users - A/R - Vendor - Floor plan - Tools - Maintenance - PO’s - Stock Scan 78 – Sales Planning 1 – Small biz – medium biz – big fish Visions: 1-100 1. I hit all accountants – trust of biz – something to gain 2. Used dealers 3. Subs or Reps or Employee 4. Big fish Scan 85 – Sales & Setup Process “Start at the very beginning – that’s a very good place to start.” –Sound of Music Prep – any order: 1. Interest and desire to use the system 2. Somebody to help you get started – sales rep 3. Initial consulting and rough idea of business flow and needs Setup: 4. Contact a system administration to set up corporation and corp admin user. Set up assigned inventory types. 5. System will set up basic categories and default values. Sales rep and corp admin setup remaining options like users, departments, permission, banks, makes, models, vendors, account types, stores, taxes, special line items, etc. Enter data: 6. Start entering data. Either start with current needs or back clear up and enter balance sheet items. 7. At this point, it could start going in any direction as far as data: Data: - Expense/receipts - PO’s/invoices - Deposits - Units - Etc. - Balance sheet items Needs or Requirements: - Banks, check #’s, expense types - Vendors, parts, part categories - Banks, deposit types, items to deposit (pmt on sales/balance sheet stuff) - Makes, models - Balance sheet types, banks, check #’s Scan 114 – ADILAS Acronym Brainstorming ADILAS – All Data Is Live And Searchable ADILAS A – Access D – Dynamic I – Individual L – Live A – Account S – Services ADILAS: A: - Access - Accounting - Application - Accops - Automated - Alive - Abstract - Account - Addictive - Admin D: - Daily - Data - Direct - Drill-down - Dream - Dynamic - Diverse I: - Individual - Independent - Infinity - Inexpensive L: - Live - Local A: - Account S: - System - Service(s) - Systematic - Self-contained - Savvy - Simple - Search Scan 142 – Adilas Application Word Brainstorming Adilas Notes – Word Brainstorming: - Upload - Retrieve - Submit - Turn - Navigate - Explore - Sell - Follow - Show - Extract - Jump - Lead - Roll - Communicate - Collaborate - Cooperate - Enjoy - Fix - Load - Monitor - Point - Hold - Discover - Alter - Read - Switch - Become - Schedule - Stay - Grow or grown - Extend - Blend - Optimize - Combine - Go - Stop - Simplify - Track - Fill - Rely upon - See - View - Click - Browse - Enter - Educate - Teach - Solve - Workout - Send - Get find - Save - Search - Store - Consolidate - Switch - Clarify - Refine - Cut - Lower - Raise - Run - Squeeze - Give - Build - Work with - Sort - Classify - Create - Update - Access - Tighter - Track - Choose - Keep - Loosen - Make - Modify - Push - Pull - Lift - Elevate - Present - Prepare - Start - Finish - Prevent - Be - Wear - Customize - Clip - Structure - Advance - Expand - Use - Reuse - Drive - Connect - Collect - Continue - Add - Subtract - Divide - Multiply - Believe - Post - Write - Stack - Cover - Classify - Satisfy - Draw - Recycle - Replenish - Gain - Select - Recall - Refresh - Renew - Redo - Undo - Assemble - Record - Bump - Solve - Tie - Bind - Organize - Enhance - Replace - Eliminate - Empower Adilas Phrases Brainstorming: - Live & Searchable - Centrally Located Data - Always Up To Date - Empower the People - Enter Once – Use Many - No Limits - Super User Friendly - Digital Filing System - Ongoing Development - Safe & Secure - In a hurry? Go mobile! - Know at a Glance - Build Data Relationships Scan 144 – Flyers Flyers: - Trailer - Vehicle & Automotive - Boat & Marine - Motorcycle/ATV/Snowmobile (Motor Sports) - Pawn Shops - Modular Homes - Self-Storage - Retail - Profound Services - Restaurant - Manufacturing - Custom - Individual - Farmer/Rancher - Non-Profit - Churches - Airports – FBO’s - Contractors - Tractor & Farm Implement - eCommerce - Make the contact info dynamic… on the bottom Scan 145 – Adilas Colors/Logo Adilas Colors/Logo • Background colors • Gradients & soft • Rounded edges • 3D on adilas image Scan 146 – Adilas Phrases & Tag Line Brainstorming Adilas.biz - Data storage & retrieval - Cloud data storage & retrieval - Cloud.biz - Cloudaccounting.biz - Cache - We help you cache your data - Your data, you cache & retrieve, we secure - Flexible patterns & power users - Old vs. new - Your data, you cache it, we secure it, you retrieve it - We have a data portal - Up, secure, down - Up, secure, organize, down - Pull, secure, push - Send, secure, retrieve - Post, secure, get - Facilitate change Old vs. New Old: - In house servers - T-1 lines - Dedicated lines - Hardwired connections - Software & yearly updates - Large IT Staff New: - Let operations lead accounting – secure, retrieve - Bits of data archive - Commit, secure, retrieve - Data – you commit, we secure, you retrieve Scan 147 – Adilas Catch Phrase Brainstorming Adilas Catch Phrase Brainstorming: - Our business solution for you is to store your data in real-time and give it back to you in a linked and organized manner/fashion. - Giving back your data in a linked and organized fashion. - Giving you live and searchable data - Skate to where the puck is going to be! Customers: - Do a ton - Give - Send - Upload - Work - Submit We: - Organize - Store - Link - Collect - Facilitate - Always there - Reformat or reformulate - Carry data for you - (More progressive clients) Here is our marketing & sales catch phrase: You throw data, we catch and organize it, you call it back as needed. - Where are you headed? - Questions? - Data trash truck - Do you know where your data is? - How can we help you? - Do you really know what’s going on with your business? - What do you want from your business? - Where’s your business going? Scan 148, 150 – Adilas Tools & Functions Adilas Tools & Functions: Categories: System Tools: - Real-time data portal - No limits - Safe & secure - Web based - Hosted solution - No hardware requirements - No software requirements - No upgrades needed – ever - Unlimited growth potential - Search, save, store, print - Manufacturing - Recipes/build - Scan - Photos - Documents - Receipts - Invoices - Search - Vin numbers - Serial numbers - Histories & audit trails - Help files - Printable documents/lists - Save as PDF Inventory Management: - Add/edit inventory - Update inventory - Mini conversions - Accuracy up to five decimals - Units of measurement - Photo & image galleries - Online tracking - Parts & accessories - Custom service products - Stock units - Serialized inventory - Internal inventory transfers - Purchase orders – PO’s - Update inventory counts - Linked to your website Accounting: - All your numbers in one place - Operation driven accounting functions - Cloud accounting - Real-time environment - Good numbers for accountant - Bank transfers - Deposits - Expense receipts - Accounts receivable - Accounts payable - Balance sheets - Income statements (P&L) - Photo galleries & documentation - Scan receipts/invoices – visual proof - Statements - Reimbursements - Payments on account - Check requests - Check writing application - Unlimited banks - Remote check writing - Expense types - Floorplan - Bank - Running balance(s) - Reconcile Banks - Check register - Bulk verification - Life cycle accounting - Roll call accounting - Linear accounting - Paperless office Payroll: - Digital timecards - Calculate payroll & withholdings - Commissions - Salary - Hourly - Combinations pay schemes - Diary (daily) Operations: - Digital filing system - Event driven updates - Remote check printing - Huge tool set - Make more sales - Quotes – save & email - Internal tickets - Loan calculator - Date to first payment - Profit & discount calculator - Manager’s checkbook – slush fund – unit pac - Global markup settings - Mixed tickets - Unlimited line items - Merchant processing - Credit card payments On the Web: - Any computer with internet - Access 24/7 - Access anywhere - Server based - Light-weight client - Easy access - Instant web presence - Customer web inventory Customers: - Customers - Up logs - CRM - History - YTD – invoice payments, etc. Reports: - Sales tax reporting - Build your own reports - Profit per reports - Advanced search options - Data drill downs - Wild card searches People: - Empower the users - 100+ permissions Maintenance: - Locations – multi - Departments - Vendors - Management - Makes/models - Look & feel - Corp-wide settings Admin: - Any sized business - Corporations – multi - Full customizable - Peace of mind - Drive profits - Work with great people - Audit trails - Corporation wide settings Easy to Use!: - Live & searchable - Centrally located data - Super user friendly - Open to ideas & suggestions - No contracts - Reoccurring invoices - Online tutorial videos - Navigation - Jump menus Time Efficient: - All under one roof - Server based - Go anywhere - Got a blackberry? Run your business! - Mobile - Enter once – use over and over - In a hurry? Go mobile! - View at a glance Cost Effective: - Cloud computing - Cut your IT costs - Low cost full business solution - Reduce travel – work from home Dynamic Interface: - Ongoing development - Build data relationships - Relational database - Modular - Flexible, dynamic, and powerful - Flex grid tie-ins - Custom naming conventions Real-time: - Always up to date Scan 149 – Flyers Flyer: Main – Bullets - Features - Inventory - Accounting - Operations - Reports - Time Scan 155 – Holiday Special Banner Holiday Special Banner Holiday & Christmas Special… - One free roll of clean sacks with every order through January 2011! - No codes or coupons to worry about - Normal - With tax included - State tax - County tax - City tax - Other tax 1 - Out of area tax |