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Adilas Training Videos
Introduction
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23:26
Meet The adilas.biz Team
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18:11
General Core Concepts
General Info & Basic Settings
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6:32
The Main Adilas Website
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3:53
Edit Personal Username & Password
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4:48
User Permissions Homepage (admin)
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7:57
Add/Edit User Permission (admin)
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4:08
Corp-Wide Settings Part 1 (admin)
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8:16
Corp-Wide Settings Part 2 (admin)
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6:20
Main Switchboard or Main Homepage
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4:10
Adilas Quick Search
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3:53
Location Homepage
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4:08
Add/Edit Locations & Sales Tax Settings
Customers & CRM Functionality
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4:53
Customer Homepage
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2:43
Add/Edit Customer Types
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2:59
Doing A Customer Search
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3:00
Add/Edit Customers
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2:47
Customer Logs
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4:19
Add/Edit Customer Logs (additional notes & follow-up)
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4:56
Add/Edit Additional Customer Contacts
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5:03
Receivables Homepage (who owes us money)
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3:53
Statement Homepage
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3:18
Add/Edit Customer Statements
Parts & General Inventory Management
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5:44
Parts & General Inventory Homepage
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2.14
Add/Edit Part Categories
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5:56
Purchase Order (PO) Homepage
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3:15
Create New Purchase Order (PO)
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5:00
Recipe/Build Homepage
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4:02
Add/Edit Recipe/Builds
Sales Process (shopping cart, quotes, & invoices)
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4:20
Sales Tax Setup
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4:29
Invoice & Quote Process
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5:09
Create A Quote
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3:10
Create New Invoices (shopping cart)
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5:44
Invoice Homepage
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5:23
Sales & Profit Report
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5:06
Reoccurring Invoice Homepage
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4:06
Add/Edit Reoccurring Invoices
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6:16
Sales Tax Liability
Stock/Units & Serialized Inventory (big ticket items)
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3:04
General Makes & Models Information (serialized inventory)
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2:47
Add/Edit Makes (serialized inventory)
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5:10
Add/Edit Models (serialized inventory)
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9:05
Add/Edit Stock/Units (serialized inventory)
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6:20
Floorplan Homepage (serialized inventory)
Vendor/Payees
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2:42
Vendor/Payee Homepage
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2:35
Add/Edit Vendor/Payee
Bank Functions & Money Flow
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4:50
Bank Homepage
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4:10
Add/Edit Banks
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5:10
Add/Edit Expense and Deposit Types (categories for the line items)
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4:40
Deposit Homepage (monies coming in)
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3:50
Create New Deposits
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4:08
Deposit Credit Card Payments
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5:26
Expense/Receipt Homepage (monies going out)
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3:29
Create New Expense/Receipt
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3:27
Add/Edit Expense/Receipt With Payments
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4:07
Check Requests
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4:27
Check Request Approval
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7:02
Payables Homepage
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5:47
Accounts Payable - Credit Cards
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6:34
Bank Reconciliation
Payroll & System Time Clock
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7:00
Payroll Homepage
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3:00
Add/Edit Departments (payroll settings)
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4:13
Assign Users to Departments (payroll settings)
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5:59
Admin Time Clock
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6:34
Add New Timecard (admin)
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2:30
Payroll Tax Setup
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4:48
Payroll - Add/Edit Employee Pay Stub
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4:19
Payroll Tax Liability
Accounting & Financial Reports
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6:43
Income Statement (P&L)
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6:03
Balance Sheet
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4:54
User-Maintained Balance Sheet Items
Elements of Time & Scheduling
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4:41
Add/Edit Master Time Templates (admin)
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6:11
Master Time Templates (scheduling)
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3:44
Add/Edit Customer Elements of Time (scheduling)
Other Tools & Reports
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5:17
History Homepage (system-wide report)
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4:37
All Advanced Searches & Exports
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2:31
View Custom Code Reports
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3:15
Flex Grid Tie-In's Homepage
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5:08
Manage Flex Grid Tie-In Custom Fields & Titles (admin)