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Steps to Success - Adilas User Guide
3/25/17


[main adilas.biz homepage] . [secure login page] . [main secure switchboard page]
[adilas youtube training videos]

Thank you for choosing adilas!
We are excited to help you get started!
 
Let us help you put the pieces together. Choose adilas.biz and win!
Adilas is what we call a "business platform". What that means is there are tons of tools, functions, permissions, settings, and processes to help you run your business. This guide or manual will take you on a step by step journey in exploring and explaining some of the functions and tools that are available to you and your company. Not every tool or function will be used and that's ok. We want you to match the right tools with the right job. Some of the goals in providing this manual are helping you learn the system, apply the concepts in your own specific manner, help you track all your operational and accounting data, and help make you even more successful than you currently are! Let's get started!

Basic Outline - Feel Free to Jump to a Specific Section or Area
1 - Understanding The Basics
1.1 - What is adilas?
1.2 - How Does It Work?
1.3 - Enter Once - Use Many
1.4 - Database Basics
1.5 - Web Basics
1.6 - Standard Page Elements
1.7 - Navigation Tips & Tricks
1.8 - Vocabulary
1.9 - Adilas Theory
 
2 - Logins, Passwords & Permissions
2.1 - Main Website Features
2.2 - Username & Password
2.3 - Creating An Adilas Bookmark or Favorite
2.4 - User Permissions
 
3 - General System Settings
3.1 - Main Corporation Info & Settings
3.2 - Locations
3.3 - Sales Tax Settings
3.4 - Payroll Tax Settings
3.5 - Departments (tied to payroll)
3.6 - Assigning Employees to Departments
3.7 - Timecards (clock in/out)
3.8 - Master Time Templates (calendar & scheduling)
3.9 - Flex Grid Tie-Ins (custom data fields)
 
4 - Meet The Players
4.1 - General Overview
4.2 - Accounts Payable (vendor waiting room)
4.3 - Accounts Receivable (customer waiting room)
4.4 - Admin
4.5 - Balance Sheet
4.6 - Banks
4.7 - Check Requests (sub type of the normal expense/receipts)
4.8 - Corporations
4.9 - Customers
4.10 - Customer Logs
4.11 - Customer Queue (check in/out)
4.12 - Data Exports
4.13 - Departments
4.14 - Deposits (monies coming in)
4.15 - Display & Interface
4.16 - Elements of Time (calendar & scheduling)
4.17 - Expense/Receipts (monies going out)
4.18 - Flex Grid Tie-Ins
4.19 - Floorplan
4.20 - History & Reports
4.21 - Ideas & Sharing
4.22 - Invoices
4.23 - Locations & Tax Settings
4.24 - Manufacturing
4.25 - Objects & Data Over Time (theory & concepts)
4.26 - Orders
4.27 - P&L - Income Statement
4.28 - Parts (general inventory pool)
4.29 - Payroll
4.30 - Permissions
4.31 - Photos & Scans
4.32 - Purchase Orders (PO's)
4.33 - Quick Search
4.34 - Quotes
4.35 - Recipe/Builds
4.36 - Reimbursements
4.37 - Settings - Corp-Wide
4.38 - Settings - Personal
4.39 - Shopping Cart
4.40 - Special Line Items (system parts)
4.41 - Splits (payments made on account)
4.42 - Statements
4.43 - Stock/Units (serialized inventory)
4.44 - Timecards (clock in/out)
4.45 - Tools & Maintenance
4.46 - Training & Support
4.47 - Users
4.48 - Vendor/Payees
4.49 - Web Presence & eCommerce
 
5 - Customers (in depth)
5.1 - Customer Settings (general)
5.2 - Customer Types
5.3 - Customer Logs
5.4 - Customer Additional Contacts
5.5 - Customers to Invoices & Quotes
5.6 - Customer To Elements of Time (scheduling)
5.7 - Customer Photos & Scans
 
6 - Inventory (in depth)
6.1 - General Inventory vs. Serialized Inventory
6.2 - Parts, Services, & General Inventories
6.3 - Vendor/Payees
6.4 - Part Categories
6.5 - Use PO's to Add Inventory
6.6 - Updating Inventory Counts
6.7 - Light Manufacturing
6.8 - Recipe/Builds
6.9 - Stock/Units (serialized inventory)
6.10 - Makes
6.11 - Models
 
7 - Sales (in depth)
7.1 - Shopping Cart
7.2 - Advanced Add To Cart
7.3 - My Cart Favorites & Smart Group Buttons
7.4 - Quotes
7.5 - Invoices
7.6 - Invoice Payments
7.7 - Transitional Invoices
7.8 - Reoccurring Invoices
7.9 - Discounts, Returns, Trades, & Refunds
7.10 - Statements
7.11 - Sales & Profit Reports
7.12 - Sales Tax Reports
7.13 - Merchant Processing (credit card payments)
7.14 - Transfer Invoices
 
8 - Deposits (monies coming in)
8.1 - Banks
8.2 - Deposits
8.3 - Deposit Types
8.4 - Deposits on Merchandise
8.5 - Depositing Invoice Payments
8.6 - Bank Transfers (deposit side)
8.7 - Special Deposits (balance sheet)
 
9 - Expenses (monies going out)
9.1 - Payables Homepage
9.2 - Expense/Receipts
9.3 - Expense Types
9.4 - Check Requests
9.5 - Reimbursements
9.6 - Splits or Payments On Account
9.7 - Pay Stubs (payroll and withholdings)
9.8 - Payroll Tax Liability
9.9 - Sales Tax Liability
9.10 - Special Payments - Credit Cards
9.11 - Bank Transfers (expense side)
9.12 - Special Expenses (balance sheet)
9.13 - Printing Checks
9.14 - Advanced Concepts & Usages
 
10 - Reports & Searching
10.1 - Report & Search Basics
10.2 - Adilas Quick Search
10.3 - Basic Application Type Searches
10.4 - Advanced Application Type Searches
10.5 - History Homepage
10.6 - Sales & Profit Reports
10.7 - P&L - Income Statement
10.8 - All Advanced Searches & Exports
10.9 - View Custom Code & Reports
 
11 - Financials & Accounting
11.1 - Bank Reconciliation
11.2 - P&L - Income Statement (logic and flow)
11.3 - Balance Sheet (logic and flow)
11.4 - User-Maintained Balance Sheet Items
11.5 - Adilas Theory on Accounting
11.6 - Roll Call Accounting Principles
11.7 - Old School Accounting vs. New School Accounting
11.8 - Vision for the Future
 
12 - Other Tools & Features
12.1 - Bridging Users Between Corporations
12.2 - Site Look & Feel (colors and logo)
12.3 - Corp-Wide Settings
12.4 - Training & Support
12.5 - Barcode & Label Generator
12.6 - Profit & Discount Calculator
12.7 - Finance Loan Calculator
12.8 - Financial Flow Calculator
12.9 - Global Parts Find & Replace
12.10 - Global Parts Mark-Up
12.11 - Global Stock/Unit Mark-Up
12.12 - Admin Time Clock
12.13 - Update Inventory Counts
12.14 - Managers Checkbook
12.15 - Wholesale - Cart Builder
12.16 - Cross-Corp Sales
12.17 - Custom Forms & Documents
12.18 - Custom Code & Reports
12.19 - Building Master Time Templates
12.20 - My Cart Favorite Buttons
12.21 - Smart Group Buttons (tiered pricing)
12.22 - Become an Adilas Rep



 
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