Adilas now requires an eight character password when creating a new user. Go to the Classic Homepage. Click on System Management. Click on Add/Edit Payees and Permissions. Click on Add Payee. Search for Payee to make sure they don’t already exist in the database. Confirm that search results are zero. Click Add New Payee/Uer. Fill in all fields that are … Read More
New Corp-wide Setting: “Active” or “Allow Subs Only” Part Default
Many of our clients use parent parts/items, and this setting will not pertain to them, as the “default” default for parts/items will still be “active”. For those clients who use sub inventory, the new default for “Allow Subs Only” will be helpful for designating any future parent item’s default status. Additionally, choosing the “Allow Subs Only” default setting when first … Read More
New Report Includes Main and Additional Contact Emails
There is a new report that allows the user to see all customer email addresses, including those in the additional contact information. From the Classic homepage, go to Maintenance and then the Customer homepage. Click on Advanced Search. Click on More options, and then click on “Show All Email Addresses.” The user will see the main customer name, customer type, … Read More
New Tech Support Number for Adilas
To our clients, Starting Tuesday, January 19th Adilas will be implementing a new service called Adilas Phones. The new phone number is 720-740-3076. You will be prompted to select from the below menu options. This will help us better address your needs when you call in. The support email will remain support@adilas.biz. We believe it is important for you to know … Read More
W-2 for 2020 is Uploaded with New Feature!
Adilas users can now run their 2020 W-2’s. Please note that we have added a new function so that you may now enter your state and your employer state id number in Adilas and it will auto-populate in the W-2. To locate the page with these new fields, click on Liabilities from the Classic Homepage. Click on Payroll Homepage. Click … Read More
Flex Customer Attributes
To create flex attributes for customers, navigate to the customer homepage. Click ‘more options’ link. Click on the ‘Flex Attributes’ link. Currently ‘Customer’ is the only category with flex attribute functionality built out. Click edit link to the left of Customer. Fill in the attribute name and refrain from using symbols. For example, instead of ‘#’ spell out ‘number’. Choose … Read More
Add JPEGS to Customer Profile in E-Commerce
To help support contactless sales in Adilas, online shoppers can now upload photos of documents necessary for shopping directly into their customer profiles. **Please note this is only for jpegs. To activate this setting in your Adilas e-commerce, hover on ‘Other’ link at the top of any page, then scroll down to ‘Other Settings, then click on ‘E-commerce settings.’ Click … Read More
Age Verification Settings in E-Commerce
If your corporation uses Adilas’s e-commerce there are two new settings that you may use. From any page in Adilas, hover on ‘Other’ at the top of the page. Scroll down and hover on “Other Settings.” Choose E-Commerce Settings from the drop down list. Click on E-Commerce options on the right side of the page. Scroll down to 1.25. Click … Read More
How to Add Balance Sheet Item Numbers to your Chart of Accounts
To ensure that all line items you wish to allocate to the balance sheet receive the proper balance sheet item number, it is helpful to set these up as defaults in your chart of accounts. In the example below we will be demonstrating how to set these up for your deposit types. The same steps will be taken when setting … Read More
Assigning Parent Items to Smart Buttons
A new feature has been added to streamline adding parent items to Smart Groups for Tiered Pricing. This functions with existing items and can also be utilized when creating a new item. This update will demonstrate how to add an existing item to the Smart Group. Navigate to the MJ Items Homepage. Type in the MJ Item you want to … Read More
Payee Permission Homepage
The payee permission homepage has been redesigned to be more mobile friendly, improved look and feel, and a new search filtering option to find payees quicker. How to Get to It: Classic Homepage > Management (tab) > Add/Edit Payees & Permissions (link) Written Instructions In this help file we will be going over: How to Add a Payee Image Payee … Read More
How to do a Wholesale Transfer Invoice
There are new settings that allow you to create a wholesale transfer invoice in adilas. These settings accomplish three things: 1) You can sell inventory at cost without manipulating the items in the cart. 2) You can add a mark-up for wholesale without manipulating the items in the cart. 3) If you are in a state that reports to METRC, … Read More
