How to Void Deposits and Expense Receipts from the Balance Sheet Automatically

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

Now when a user voids a deposit or expense receipt, it will automatically be voided (zeroed out) on the balance sheet. Below will demonstrate what this process looks like with an expense receipt. The same steps will be taken with a deposit. Create an expense receipt and allocate it to the balance sheet as usual. See that the expense receipt … Read More

How to Add Balance Sheet Item Numbers to your Chart of Accounts

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

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

New Feature…Using Barcode Quick Cart Alongside Smart Group Tiered Pricing

Marisa ShawCannabis Updates, Core Features, General News and Updates, Help Files, MJ Tips and Tricks, Support, Tips and TricksLeave a Comment

Now Adilas users can take advantage of corp-wide settings that allow them to scan/type a barcode into the shopping cart to add items directly AND scan/type barcodes for items connected to smart group buttons, add weight, and have it entered correctly into the shopping cart. First there are a couple of settings that are admin level and need to be … Read More

Loyalty Points Program Now Tracks Actual Cash Value

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

Most Adilas users will not notice anything different about these upgrades to the loyalty points program, but those who want to track their liability will be interested in these developments, as well as those who aim to comply with new tax rulings regarding loyalty and rewards programs released this March 2020. When the user creates an invoice for a loyalty … Read More

More Tips for Managing your Loyalty Program

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

New functionality has been added to the loyalty program and here are some more tips too! Previously, even after you voided an invoice for a customer, the loyalty points would need to be manually removed. Now, when you void the invoice, the points go too! Simply go to the invoice that you need to void and go to edit mode. … Read More

Loyalty Points Program – New Features Have Been Added…

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

This update includes all of the original information plus new rules and permissions that have been added since the fall. Thanks to all the hard work of Eric Tauer and Brandon Moore, the first phase of the loyalty points program is now in effect. It is easy to setup and use, and will be a great addition to the functionality … Read More

Customer Sort Functions

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

Now you can easily view your customer list and sort all of the information. Start at the classic homepage and navigate to the customer homepage via system maintenance. Click on More Options and choose the Printable Customer List. Now you can choose how many records you view, export your data to csv file or excel, sort the data by column, … Read More

Tips for Calculating Payroll at the End of the Calendar Year

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

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

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

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

Bulk Update Parent RFID Field and Web Status

Cory WardenCannabis Updates, Core Features, General News and Updates, Help Files, MJ Tips and Tricks, Tips and TricksLeave a Comment

Now you can bulk update the parent RFID field and the parent web status. As with the other parent updates, you will access this through global parts markup link, which is under system maintenance. If you don’t see this as an option, you will need the permission id=74. Once you click on global parts markup, click on global parent core … Read More

Bulk Update for Customer Core Values

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

A new setting has been added to adilas that allows you to bulk update customer data. Currently the only field available is for credit terms, but please keep checking back as we will add more fields in the future. To access this bulk update setting, go to the customer homepage. In this corp, they use the name “client” for customer. … Read More