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
Another Mini Scan Cart Setting-AI Image Generator
The AI Image Generator allows you to create images by adding a simple word or several words to the field and voila-your image! This AI image generator is located in the mini scan cart settings. To see how to access those, please refer to ‘New Features Available for Mini Scan Cart.’ Here is what the page looks like. Scroll down … Read More
AI Image Generator for Categories
Now when you add a new category you can generate an image directly from AI. If you have existing categories that need images, you can easily update them with the same tool. Go to the items homepage. Go to add/edit categories. You can see there is now a Grok AI image generator. Click on the ‘i’ for more information. In … Read More
Settings for Mini Display
Please refer to the news and update “New Mini Display for Shopping Cart Activity Now Available” if you are interesting in using an external monitor. Once you have that set up, you can take advantage of these new settings. From the mini scan shopping cart, access the settings gear. Click on the link for client facing screen. You may add … Read More
More Mini Scan Cart Settings
New settings for touch screen functionality are now live in this mini scan cart. From the shopping cart, go to the settings (click on the gear at the top). Click on ‘Advanced Cart Layout Options.’ These are additional options that were not covered in this section of settings before, as they are relatively new. Scroll down to the fields for … Read More
New Features Available for Mini Scan Cart
If you are interested in the Mini Scan Cart, please read the News and Updates Parts 1 and 2 to learn how to set up most of the features. If you have any questions or need help with setup, please give us a call at 720-740-3046. In the Mini Scan Cart you can add descriptions to items directly in the … Read More
New Report Provides Helpful Sales Data Review
The Knox Report allows you to review multiple sales data points for a selected period of time in moments. The newest feature of the report is the ability to compare one period of time with another period of time. To access the report, go to the reports homepage and click on the Knox Report in the Invoice section. Choose a … Read More
Do You Want to Receive a Notification When Your Inventory Drops Below a Set Threshold?
Currently, Adilas has email notifications for this that are driven by Purchase Order activity if you set the threshold engine (see previous post entitled “Improvements to the Threshold Engine and Report “). When you reduce your inventory through a PO, such as with an internal build/recipe or update inventory PO/inventory adjustment, you can receive an email alert. Once you review … Read More
