Set METRC API Keys for Users

Cory WardenCannabis Updates, General News and Updates, Help Files, METRC, MJ Tips and Tricks, Support, Tips and TricksLeave a Comment

**This function will be live on Wednesday, May 31st***** We now have the ability to add an API key at the user level so that transactions sent to METRC are linked to the user who performed the transaction. You will still need to have a corp level API key in order for the other processes that happen between METRC and … Read More

New Advanced Part Search and Export Settings

Cory WardenCore Features, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

Advanced parts search with adilas

Now you can choose what fields show up in a part search and a part export. Please note that the word ‘part’ is dynamic and may be named ‘item’ or ‘mj item’ or ‘inventory item’ in your system. It is the generic term for inventory. From any page in adilas, click on the magnifying glass and choose parts/items/mj items/inventory items(your … Read More

New Interface for Online Scheduling

Cory WardenCore Features, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

Client Facing Scheduling Settings

**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

Cory WardenCore Features, General News and Updates, Support, Tips and TricksLeave a Comment

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

Add Invoice Only “Permission”

Cory WardenFrequently Asked Questions, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

New 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

Cory WardenCore Features, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

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

New CRM Report: Show All Email Addresses

Cory WardenCore Features, General News and Updates, Help Files, Tips and TricksLeave a Comment

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

Marisa ShawCore Features, General News and Updates, Support, Tips and TricksLeave a Comment

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

Marisa ShawTips and TricksLeave a Comment

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