New settings allow you to add a QR code to the printable invoice for the mini version. If you would like the QR code on another printable version, please contact us and we can get you a quote. Click here to watch a quick video on how to set this up or keep reading below. To turn on these settings, … Read More
New Interface for Online Scheduling
**Please read news and update titled “Flex Grid Tie In Settings Required for Online Scheduling” first. Now your clients can reserve their spot for events or appointments online through your integrated Adilas e-commerce. To start, you will need to create a master time template for Elements of Time. Please consult the previous news and update titled “Track Project Time in … Read More
Flex Grid Tie In Settings Required for Online Scheduling
In order to use the online scheduling interface, there is some manual setup required at this time. We intend to automate these settings in the future. When we do automate them, we will also open it up to be more dynamic per company to help fit your scheduling needs. For the time being, please follow the steps listed below. 1.)From … Read More
New Permission Now Required for Certain Settings in Adilas
We have added a new permission to access the following page settings: Cultivation, Production, Gram control in the shopping cart, and MMJ Homepage settings. You will need to assign yourself or be assigned this permission (id=176) before you can access these pages. Until then, when you try to access these settings you will get an error message, reminding you to … Read More
New Gift Card Function Live on All Servers
Now you can sell gift cards in adilas and customers can use them for purchases. Please follow the instructions below for setup. If you have any questions or need help setting this up in your system, you can email Sean Carlton at sean.carlton@adilas.biz. First you will need to create a new inventory item to represent your gift cards. It can … Read More
Add Invoice Only “Permission”
Now there is a new limiting permission which restricts the user from viewing more than one invoice at a time. If the user has basic invoice permissions, they can operate in a shopping cart and make a sale. They can also look at the last invoice created. To find the permission, do a ‘ctrl f’ for 175. You will find … Read More
Add Due Date and Credit Terms to Invoices
Now you can view your invoice due date and credit terms on your invoice. There are several settings that need to be configured in order to see this information on your invoices. From the classic homepage, click on management, then manage corp info and permissions. Click on corp-wide settings. Then click on the navigation link on the right for invoice. … Read More
Track Project Time in Elements of Time
Elements of Time is a robust component of adilas that has myriad applications for your business. This update highlights new functionality that allows you to track time that has been spent on specific activities/projects by one or multiple people in your company. To get started with Elements of Time, you first need to set up your template or templates. Templates … Read More
New Look for Working with Time
There is a new look for the Working with Time page. When you click on an Element of Time that you have scheduled on your Elements of Time Homepage, the new layout will look similar to the screenshot below. This is completely based on how your time template is set up, so yours may differ from this example. Below you … Read More
New CRM Report: Show All Email Addresses
Now you can run a report to show the email addresses from your main contact information, as well as your additional contact information. From the classic homepage, click on system maintenance. Click on customer homepage. Click on advanced customer search**please note that the word “customer” is dynamic and varies based on your corp wide settings. Click on more options and … Read More
Scheduled Expense Receipts
Did you know that Adilas has a function for scheduling reoccurring expense receipts? These Scheduled ERs work best for reoccurring expenses where the vendor, dollar amount, and BSI bump option (how it is entered on the balance sheet) are the same each time (monthly, quarterly, annually). First, you will need to create an original Expense Receipt for the service or … Read More
Editing Images for Your Categories on e-Commerce
If you need to change or update the Category images on your e-commerce, you can easily update those images inside of Adilas and it will automatically update them on your e-commerce. Please follow the steps below: Navigate to the “Items Homepage” Select the “More Options” button, then select the “Add/Edit Item Categories” link On the Add/Edit Categories page, scroll down … Read More
