Here is the complete overview of each training session that is planned for the 3-day conference. Sign up for all 3 days and save $200! Or, pick and choose the specific day(s) that you would like to attend. In-person or online virtual seats are available.
The location of the training will be at the newly renovated Surestay Plus Hotel by Best Western in Salida, Colorado. This 3-day, conference-style training has been designed for every skill level; from beginner basics on day one to intermediate inventory controls on day two, all the way to advanced accounting & financials on day three. This event is sure to take your Adilas skills to the next level! Even if you only want to join us for one or two days, there is plenty of sightseeing and outdoor adventures to be had in this historic town, centrally located in The Heart of The Rockies. Take some time to yourself and have a little “vacation” during your visit. Keep your eyes out for our next post that will include a list of hotels, activities, and food/dining in the area.
Day 1 – Tuesday, June 8th, 2021 9:00 am – 5:00 pm
Introductions/System Overview 9:00 am – 10:15 am
- Adilas 3D World Core Concept: Core Adilas, Enterprise, Custom Code
- Four Square Concept: How PO’s, Invoices, Expenses and Deposits all tie together in one dynamic platform
- Resources within Adilas: Help Files, Adilas University, and Training Videos
- Community Funded Projects: Custom Code Developments
- API Functionality: Partnering with industry-leading companies to bring you the best tools.
System Setup, Configuration, and Settings 10:30 am – 12:00 pm
- System Management: Everything from Corp Wide Settings and Permissions to Individual Settings and Permissions, to the Look & Feel of your Adilas system
- System Maintenance: Setting up Locations and Taxes, Departments and Employees, Troubleshooting, and more.
- Daily Teaser: Elements of Time Functionality
CRM – Customer Relationship Management – Reporting, Features & Usage 1:00 pm – 2:30 pm
- All Things CRM: Field Settings, Customer Types, Customer Logs, Customer Attributes, Bulk Update, Photos & Media Content, Email Functionality
- Reporting: Advanced Searching, Exporting, Homepage, and Our New Text Message Marketing Modal (COMING SOON!)
Tips, Tricks & Best Practices When Using Adilas 2:45 pm – 3:45 pm
- Help Files
- Keyboard Shortcuts
- Photos & Media Upload Content
- Snow Owl Theme Direct Links
- Bank & Payment Tips
Open Q&A 4:00 pm – 5:00 pm
Day 2 – Wednesday, June 9th, 2021 9:00 am – 5:00 pm
Inventory Controls 9:00 am – 10:15 am
- Inventory Corp Wide Settings: learn the plethora of settings that can help streamline your inventory control
- Parent vs. Child Relationship for your Inventory
- Setting up your Item Categories, Attributes, Sub Inventory Templates, etc.
- Vendors
- Purchase Orders – the difference between Basic vs. Special, Request vs. Live, Updating PO’s, Cross Corp PO’s, and more
- Reports and Homepage options
- Daily Teaser: Recipes & Manufacturing
Point of Sale Features Part 1: Setup 10:30 am – 12:00 pm
- Invoice Corp Wide Settings: learn the various settings that you can manipulate to create custom invoices for your customers
- Item Threshold, Cart Settings, My Cart Settings, Discounts & Discount Engine, Loyalty Points and Customer Settings
- Receipt Configuration, Custom Labels, Single/Bulk Printing and a sneak peak at our new Label Builder (COMING SOON!)
Point of Sale Features Part 2: Sales and Reporting 1:00 pm – 2:30 pm
- Advanced Searching & Reporting for Point of Sale Transactions
- Quotes vs. Invoices
- Driver’s License Scanning/Swiping for quick Customer Check-in and Queues
- Split Cart Screen
- Bulk Edit Line Items on Invoices
- Checkout Process
- Taking payments vs. On Account status
- Delivery Options
Exploring E-Commerce 2:45 pm – 3:45 pm
- Configuring E-Commerce Settings: learn the E-commerce settings for a successful online shopping experience for your customers
- Internal Adilas Controls that automatically feed to your E-Commerce to save you time
- Customer’s Point of View: see what your customers will see and how they can log into their account to upload Media files, view quotes, statements, and more.
- Integrating Your E-commerce to Your Website
- Text Message Modal through e-Commerce (COMING SOON!)
Open Q&A 4:00 pm – 5:00 pm
Day 3 – Thursday, June 10th, 2021 9:00 am – 5:00 pm
Backend Financials Part 1: Reports and Overview 9:00 am – 10:15 am
- Quick Overview of this Fundamental Platform: learn why this functionality is so important to your business and how it can save you time & money for your business
- Balance Sheet Reporting, History Homepage, and the difference between System Maintained vs. User Maintained Line Items
- Accounting Basics: Assets, Liabilities, and Equity, Profit & Loss Statement and how to set up your Chart of Accounts for success
- Accounts Receivable vs. Accounts Payable
- Banking Basics: Reconcile vs. Register
- Automating your Deposits and Expenses to allocate them as Balance Sheet items
- Sales Tax Aggregation (COMING SOON!)
Backend Financials Part 2: Functionality and Additional Reporting 10:30 am – 12:00 pm
- Reconciling Your Banks within Adilas: verified vs. posting vs. locking your line items and payment, and how to bulk verify to save time
- Check recording, printing and bulk printing
- Voiding Expense Receipts and deposits
- Payables Lookback Report
- Invoice Homepage Reporting in relation to your Financials and Reoccuring Invoices
- Sales and Profit Reporting by day, week, or multi-corp reports
- Duplicate and Scheduled Expense Receipts
- Split Payments and Reimbursement Functionality
- Year-End Total Reports
- Daily Teaser: Payroll
Open One-on-One Learning with A Pro 1:00 pm – 2:30 pm
- Throughout the conference, we will be gathering feedback from our users on what they want to learn during this time slot with one of our qualified team members. We will break out into smaller “study groups” to bring a unique, one-on-one training experience.
Open Q&A 2:45 pm – 3:45 pm
The Adilas Model: Vision, Future, & Wrap-up 4:00 pm – 5:00 pm
- Final thoughts and closing ceremony where we will be highlighting our company vision & where we are headed as we progress, side by side with our customers, into the future of the software-as-a-service world.
- We don’t want to give away too much here, but there are some exciting things on the horizon such as new industry breakthroughs, new mockups of interfaces, and plenty of new projects that our developers are thrilled to be working on for our customers!
As always, feel free to contact us if you have any questions at 720-740-3076 or by email at support@adilas.biz
