When running your payroll at the end of the year, it is important to pay attention to the “Use Tax Year” drop down list to ensure that your payroll is included with your liabilities for the month/quarter. For example, say you are calculating your payroll for 12/16/19 through 12/31/19. If you were physically doing this on 12/31/19, then the “Use … Read More
Several New View Only Permissions Now Available
When selected, these negative permissions will allow users to create and view but not edit various forms in adilas. Here is a brief review, as well as the corresponding id #’s so you can do a search and find them easily. First, from the classic homepage, navigate to the system management drop down menu, and choose add/edit payees and permissions. … Read More
New ‘Sub Barcodes’ setting speeds up adding sub inventory to the shopping cart
Go to Manage Corp Info and Permissions. Click on Corp-Wide Settings. Scroll down to setting #37. The default is to have only the “Part Numbers” option selected. If this is the only selection that is chosen, the cart quick search drop-down menu will be hidden (users won’t even see it as an option). The term “Part Numbers” still allows for … Read More
Category has been added to two invoice report searches
A column for an item’s category is now displayed when you run the invoice line item report and the super invoice line report. To see this new feature, go to your invoice homepage. Click on advanced invoice search tab. Scroll down to filter line details section. Select relevant search information as well as the category you wish to add to … Read More
How to Bulk Update Parent Items: Tax Category, Status and Weight
Now there is a way to change some important information on your parent items all at one time. First, make sure you have the admin permission #109, which is ID=74. This can be found toward the bottom of the permission list. From the Classic Homepage, go to System Maintenance and choose Global Items Mark-up from the drop down list (here … Read More
The Reports Homepage
We wanted to give you a quick reference guide to our new and improved Reports Homepage. Here we have broken each section down into individual reports, with a short explanation and instructional for each. In order to access the Reports Homepage, the user requires permission id=146. Additionally, there are a few reports on this page that require further admin permissions. … Read More
How to Set the Discount Engine
Thanks to the hard work of Josh Sagert there is now a “set it and forget it” way to create discounts for your business. This is phase one of this functionality. Phase two will include added functions of “Buy X, Get Y,” (a super dynamic ‘buy one get one’), as well as discounts for multiple categories at the item level. … Read More
How to re-void a voided expense receipt
Infrequently an expense receipt gets voided and all of the data is not set to zero like it should be. Here is a “hack” or workaround to revoid. Find a good and valid E/R – say E/R # 13 for our example. Make sure you are on the edit line items page where the void link is. Actually click on … Read More
How to show transferred inventory that won’t show up in adilas
Sometimes inventory gets transferred back and forth from a vendor, which can cause it not to show up in adilas. Here are a few simple steps to re-introduce that inventory into your database. Please keep in mind this is for users who are connected to Metrc. From the dispensary homepage, click on the Metrc API homepage button. Click on Compare … Read More
Flex grid fields expanded from 15 to 30!
Flex grid can be used to track specific information related to any application in the database. Previously, only 15 fields were available to any one application. Now that has been expanded to 30 fields per application. To set your custom fields, hover on home, and go to the flex grid homepage. Click on Admin- Manage Custom fields link. Scroll down … Read More
New Mobile App – Delivery Driver’s HomeHub
Some states allow for online cannabis orders to be delivered. Once your customer places their order through e-commerce, the order is fulfilled, items are pulled from inventory, and the invoice is placed “on account,” meaning no payment has been tendered. The delivery driver can set their default homepage to #31- Delivery Driver homepage. From the Classic homepage, click on the … Read More
Using the Help Tool Bar
On every page in the platform, there is a small round gear icon on the right hand side of the page. This accesses a tool bar which currently has a help file for the specific page you are on. Development is also under way to add videos and other learning materials to help you learn how to best use your … Read More