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
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
