Now you can set your default customer search to show active customers only. **If you need to see inactive customers, you can use the customer advanced search and select customer status ‘all’ or ‘inactive.’ To change the setting from the current setting (default=all) go to the Classic homepage. Click on System Management. Click on Manage Corp Info & Permissions. Click … Read More
Partial Credit Card Refunds for CardPointe and Clover
Previously when you needed to give a customer a refund on part of their order, it required doing it manually. Now there is a feature that will perform this function from within the original invoice. *Please note: In order to do a partial refund, the sale needs to have been received and batched by the processor. Clover does this every … Read More
New e-Signature for Printer Friendly Invoice
Your customers can e-sign an invoice now with a new custom setting. To turn this feature on, go to your invoice homepage. Click on the question mark on the right side of the page. Click on the settings link, then click on printable invoice settings. Click on the tab for Printer Friendly Version. Then check the box for Electronic Signature. … Read More
New Bulk Transfer Function Now Available
If you need to transfer multiple inventory items from one location to another, this bulk tool is super helpful. Start a transfer shopping cart. Designate your from and to locations. Instead of adding items directly into the cart, navigate to the invoice homepage. Click on more options, and then bulk transfer items. You can choose a vendor or leave it … Read More
How to Apply Vendor Credits From Payables
Please read How To Use The New Special Account for Vendor Credit to Create a Manual Credit Entry and New Special Account Type… Vendor Credit in order to get these settings turned on properly and learn how to create the vendor credit. Once you have created vendor credits you can use them as payments directly on the expense receipt, as … Read More
How To Use The New Special Account for Vendor Credit to Create a Manual Credit Entry
Please refer to the previous update ‘New Special Account Type… Vendor Credit‘ in order to turn on these settings. Once the settings are active, you will notice links to create new credits or use existing credits in several locations in adilas: from the PO, from the Expense, and from the vendor. Here we will demonstrate how to create the vendor … Read More
New Special Account Type… Vendor Credit
We have added a new payment type called vendor credit. Once this is set up you can track money that is owed to you from vendors. This credit can then be used to pay expense receipts connected to PO’s or any expenses that you may have on account in adilas. Here is a ‘how to’ for activating this setting. The … Read More
Cash Counter Tool Now Counts Coins
In addition to counting bills, the cash counter will now add up your change. To access the cash counter tool, go to the reports homepage. Click on sales and profit report. Click ‘Get Report.’ The cash counter link is at the top of the page (you may also find it at the top of the deposit homepage). Add in all … Read More
New Settings Added to Fulfillment Homepage
Now you can choose which items from invoices or quotes show up on the fulfillment homepage based on their category. Please see previous update ‘Fulfillment Homepage Facelift‘ for how to access these settings. Once you are in the settings, you will see the new option for showing/hiding categories. Select the categories you want to show and click submit. In this … Read More
Update to Prior Sales by Customer Report
From the Classic homepage, click on the Reports link, and then the Reports Homepage. Scroll down to the Customer section (the name is dynamic, so it will reflect whatever you call your customers. In this example, the customer is called “Coffee Drinker.” Click on the link for “Prior Coffee Drinker Invoices.” Choose the date range for the report and click … Read More
New Payment Solution Offers Seamless Credit Card Payments for Small Businesses
Ready to add another tool to your tool belt? Have little to no credit card history and finding it difficult to get a merchant service provider to sign you on? Meet PayRio, your small business payment provider. Here are some key data points: As always, please feel free to reach out to Technical Support at 720-740-3046 or email support@adilas.biz if … Read More
New AI Generated Sales Report Now Integrated in Adilas
To access this report, go to the reports homepage. Click on the Grok Sales Analytics link. Click on the ‘i’ to learn more about this page and how it works. The date range will default to the prior month. In this example, we changed the date to include the entire year to date. The prompt that is built in is … Read More
