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
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 New Mini Scan Cart – Part 2 of 2
Here we will continue to review the settings available for the new mini scan shopping cart. In the third section there are settings for presets and favorite buttons. There are detailed instructions on the right side of the settings. You can create direct links to any page in adilas that you want to access from the shopping cart. If you … Read More
New Look for History Homepage
Here is the new look for the history homepage. Just as before, you can choose what report type you wish to see. Effectual shows what happened in the system that day. Historical view shows who did what actions on any given day or during a period of time. This report helps an owner keep track of all activity in their … Read More
New Look for Balance Sheet
We have updated our look for the balance sheet. You still have all the same functionality, and now you can export your balance sheet items (both system and user maintained). Quickly go to the next day or view daily history in a new window. Export System generated and maintained balance sheet items. Export User maintained balance sheet items. You can … Read More
Use the New Look for 2023 or Keep the Old Look
You most likely have noticed some new looking pages in Adilas, particularly in the banking area. If you don’t want to use the new pages, you can switch a setting and have access to the old look. You can always switch back to the new look when you have the time or feel like you are ready for the change. … Read More
New Year… New Look and Feel!
There will be some new looking pages in Adilas coming in the next days and weeks. One example of a new look is the bank homepage. The default tab is the bank homepage that shows your bank balances. The second tab is for bank transfers. The bank transfer tab works as before, with clear instructions 1 through 3. Another new … Read More
New Metrc API Homepage Look/Feel
In an effort to modernize the look and feel of the Adilas system, we will be launching an updated view of our Metrc API Homepage. This new view includes minimal changes to the functionality of the page and mostly deals with the arrangement and placement of the buttons within the page. The “More Options” button has changed to a link … Read More
Important Update: New Look & Feel for Items/Parts Pages
First of all, we would like to extend a sincere apology to our clients for the inconvenience and confusion that was caused by our update, which occurred on the morning of February 24th, 2022. Some of the updates have been reverted back to their original state until we can come up with a better solution for all of our clients. … 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
Users Permission Templates
User Permission Templates will allow a corporation to create templates of permissions for users such as Admin, Teller, Accountant, etc. Each permission template can contain any number of permissions available within the system. A permission template can then be applied to any user. Templates can be applied in succession to a user for those users who perform multiple sets of … Read More
