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
Printing POS Labels is Easier Than Ever
We have simplified the POS label printing process. Once you start a new cart, click on the settings gear to the left of the “Clear Cart” button near the top of the page. There are three easy settings. Once you set them, they stay set until you change them. 1)Make sure to set auto print to on. 2) If you … Read More
Tips for Calculating Payroll at the End of the Calendar Year
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
