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Steps to Success – Let us help you put the pieces together! (User Guide at this point) (Please see scans in photo gallery) Adilas is what we call a “business platform”. What that means is there are tons of tools, functions, permissions, settings, and processes to help you run your business. This guide or manual will take you on a step by step journey in exploring and explaining some of the functions and tools that are available to you and your company. Not every tool or function will be used and that’s ok. We want you to match the right tools with the right job. Some of the goals in providing this manual are helping you learn the system, apply the concepts in your own specific manner, helps you track all your operations and accounting data, and help make you even more successful than you currently are! Let’s get started! Basic Outline - Feel Free to Jump to a Specific Section or Area 1 - Understanding The Basics 1.1 - What is adilas? 1.2 - How Does It Work? 1.3 - Enter Once - Use Many 1.4 - Database Basics 1.5 - Web Basics 1.6 - Standard Page Elements 1.7 - Navigation Tips & Tricks 1.8 - Vocabulary 1.9 - Adilas Theory 2 - Logins, Passwords & Permissions 2.1 - Main Website Features & Security 2.2 - Username & Password 2.3 - Creating An Adilas Bookmark or Favorite 2.4 - User Permissions 3 - General System Settings 3.1 - Main Corporation Info & Settings 3.2 - Locations 3.3 - Sales Tax Settings 3.4 - Payroll Tax Settings 3.5 - Departments (tied to payroll) 3.6 - Assigning Employees to Departments 3.7 - Timecards (clock in/out) 3.8 - Master Time Templates (calendar & scheduling) 3.9 - Flex Grid Tie-Ins (custom data fields) 4 - Meet The Players 4.1 - General Overview 4.2 - Accounts Payable (vendor waiting room) 4.3 - Accounts Receivable (customer waiting room) 4.4 - Admin 4.5 - Balance Sheet 4.6 - Banks 4.7 - Check Requests (sub type of the normal expense/receipts) 4.8 - Corporations 4.9 - Customers 4.10 - Customer Logs 4.11 - Customer Queue (check in/out) 4.12 - Data Exports 4.13 - Departments 4.14 - Deposits (monies coming in) 4.15 - Display & Interface 4.16 - Elements of Time (calendar & scheduling) 4.17 - Expense/Receipts (monies going out) 4.18 - Flex Grid Tie-Ins 4.19 - Floorplan 4.20 - History & Reports 4.21 - Ideas & Sharing 4.22 - Invoices 4.23 - Locations & Tax Settings 4.24 - Manufacturing 4.25 - Objects & Data Over Time (theory & concepts) 4.26 - Orders 4.27 - P&L - Income Statement 4.28 - Parts (general inventory pool) 4.29 - Payroll 4.30 - Permissions 4.31 - Photos & Scans 4.32 - Purchase Orders (PO's) 4.33 - Quick Search 4.34 - Quotes 4.35 - Recipe/Builds 4.36 - Reimbursements 4.37 - Settings - Corp-Wide 4.38 - Settings - Personal 4.39 - Shopping Cart 4.40 - Special Line Items (system parts) 4.41 - Splits (payments made on account) 4.42 - Statements 4.43 - Stock/Units (serialized inventory) 4.44 - Timecards (clock in/out) 4.45 - Tools & Maintenance 4.46 - Training & Support 4.47 – Users – Change to Employee/Users – move to 4.17 4.48 - Vendor/Payees 4.49 - Web Presence & eCommerce – Media/Content Files – move up between Manufacturing & Objects & Data Over Time 5 - Customers (in depth) 5.1 - Customer Settings (general) 5.2 - Customer Types 5.3 - Customer Logs 5.4 - Customer Additional Contacts 5.5 - Customers to Invoices & Quotes 5.6 - Customer To Elements of Time (scheduling) 5.7 - Customer Photos & Scans 6 - Inventory (in depth) 6.1 - General Inventory vs. Serialized Inventory 6.2 - Parts, Services, & General Inventories 6.3 - Vendor/Payees 6.4 - Part Categories 6.5 - Use PO's to Add Inventory 6.6 - Updating Inventory Counts 6.7 - Light Manufacturing 6.8 - Recipe/Builds 6.9 - Stock/Units (serialized inventory) 6.10 - Makes 6.11 - Models 7 - Sales (in depth) 7.1 - Shopping Cart 7.2 - Advanced Add To Cart 7.3 - My Cart Favorites & Smart Group Buttons 7.4 - Quotes 7.5 - Invoices 7.6 - Invoice Payments 7.7 - Transitional Invoices 7.8 - Reoccurring Invoices 7.9 - Discounts, Returns, Trades, & Refunds 7.10 - Statements 7.11 - Sales & Profit Reports 7.12 - Sales Tax Reports 7.13 - Merchant Processing (credit card payments) 7.14 - Transfer Invoices 8 - Deposits (monies coming in) 8.1 - Banks 8.2 - Deposits 8.3 - Deposit Types 8.4 - Deposits on Merchandise 8.5 - Depositing Invoice Payments 8.6 - Bank Transfers (deposit side) 8.7 - Special Deposits (balance sheet) 9 - Expenses (monies going out) 9.1 - Payables Homepage 9.2 - Expense/Receipts 9.3 - Expense Types 9.4 - Check Requests 9.5 - Reimbursements 9.6 - Splits or Payments On Account 9.7 - Pay Stubs (payroll and withholdings) 9.8 - Payroll Tax Liability 9.9 - Sales Tax Liability 9.10 - Special Payments - Credit Cards 9.11 - Bank Transfers (expense side) 9.12 - Special Expenses (balance sheet) 9.13 - Printing Checks 9.14 - Advanced Concepts & Usages 10 - Reports & Searching 10.1 - Report & Search Basics 10.2 - Adilas Quick Search 10.3 - Basic Application Type Searches 10.4 - Advanced Application Type Searches 10.5 - History Homepage 10.6 - Sales & Profit Reports 10.7 - P&L - Income Statement 10.8 - All Advanced Searches & Exports 10.9 - View Custom Code & Reports 11 - Financials & Accounting 11.1 - Bank Reconciliation 11.2 - P&L - Income Statement (logic and flow) 11.3 - Balance Sheet (logic and flow) 11.4 - User-Maintained Balance Sheet Items 11.5 - Adilas Theory on Accounting 11.6 - Roll Call Accounting Principles 11.7 - Old School Accounting vs. New School Accounting 11.8 - Vision for the Future 12 - Other Tools & Features 12.1 - Bridging Users Between Corporations 12.2 - Site Look & Feel (colors and logo) 12.3 - Corp-Wide Settings 12.4 - Training & Support 12.5 - Barcode & Label Generator 12.6 - Profit & Discount Calculator 12.7 - Finance Loan Calculator 12.8 - Financial Flow Calculator 12.9 - Global Parts Find & Replace 12.10 - Global Parts Mark-Up 12.11 - Global Stock/Unit Mark-Up 12.12 - Admin Time Clock 12.13 - Update Inventory Counts 12.14 - Managers Checkbook 12.15 - Wholesale - Cart Builder 12.16 - Cross-Corp Sales 12.17 - Custom Forms & Documents 12.18 - Custom Code & Reports 12.19 - Building Master Time Templates 12.20 - My Cart Favorite Buttons 12.21 - Smart Group Buttons (tiered pricing) 12.22 - Become an Adilas Rep |