Basic Outline - Feel Free to Jump to a Specific Section or Area
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1 - Understanding The Basics
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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
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2 - Logins, Passwords & Permissions
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2.1 - Main Website Features
2.2 - Username & Password
2.3 - Creating An Adilas Bookmark or Favorite
2.4 - User Permissions
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3 - General System Settings
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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)
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4 - Meet The Players
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4.1 - General Overview
4.2 - Admin
4.3 - API Sockets & Communications (application programming interface - send & receive data remotely)
4.4 - A/P - Accounts Payable (vendor waiting room)
4.5 - A/R - Accounts Receivable (customer waiting room)
4.6 - Attributes (parent & child inventory flags and tags)
4.7 - Balance Sheet
4.8 - Banks
4.9 - Barcodes & QR Codes
4.10 - Black Box Page Technology (custom code options)
4.11 - Check Requests (sub type of the normal expense/receipts)
4.12 - Check Writing
4.13 - Chooser (custom interface chooser)
4.14 - Corporations (worlds)
4.15 - Coupons & Sales Campaigns
4.16 - Customers/Clients
4.17 - Customer Logs
4.18 - Customer Queue (check in/out)
4.19 - Data Imports & Exports
4.20 - Departments
4.21 - Deposits (monies coming in)
4.22 - Discounts & Discount Rules
4.23 - Display Options & Interface Choices
4.24 - eCommerce & Web Presence
4.25 - Elements of Time (calendar & scheduling)
4.26 - Email Settings
4.27 - Employee/Users
4.28 - Expense/Receipts (monies going out)
4.29 - Exports - MS Excel/CSV/PDF
4.30 - Flex Grid Tie-Ins
4.31 - Floorplan
4.32 - Gift Cards, Rewards, & Loyalty Points
4.33 - GPS & RFID Tag Tracking
4.34 - History & Reports
4.35 - Ideas & Sharing
4.36 - Interface Options, Dashboards & Choices
4.37 - Invoices
4.38 - Labels & Custom Paperwork
4.39 - Locations & Tax Settings
4.40 - Look & Feel (custom colors & navigation)
4.41 - Manufacturing (changing or modifying inventory)
4.42 - Marketing
4.43 - Media/Content/Files (physical file uploads and referencing)
4.44 - Merchant Processing - Credit Cards & Financial Solutions
4.45 - Mini Conversions (buying, selling, & tracking inventory - units of measure)
4.46 - My Cart Favorite Buttons
4.47 - My Stuff (personal settings & options)
4.48 - Objects & Data Over Time (theory & concepts)
4.49 - Orders
4.50 - P&L - Income Statement
4.51 - Parts/Items (general inventory pool)
4.52 - Payroll, Commissions, & Time Clocks
4.53 - Permissions
4.54 - Photos & Scans
4.55 - Purchase Orders (PO's)
4.56 - Quick Search
4.57 - Quotes
4.58 - Recipe/Builds
4.59 - Reimbursements (REI's)
4.60 - Reoccurring & Automated Options
4.61 - Sales & Promotions (see coupons & sales campaigns)
4.62 - Saved Reports (custom report favorites)
4.63 - Settings - Corp-Wide
4.64 - Settings - Group Level
4.65 - Settings - Page Level
4.66 - Settings - Personal
4.67 - Shopping Cart
4.68 - Special Line Items (system parts)
4.69 - Splits (payments made on account)
4.70 - Statements
4.71 - Stock/Units (serialized inventory)
4.72 - Sub Inventory (parent/child inventory)
4.73 - Support
4.74 - Texts, Emails, Reminders, & Communications
4.75 - Third Party Solutions
4.76 - Tiered Pricing & Pricing Engine
4.77 - Timecards (digital clock in/out)
4.78 - Tools & Maintenance
4.79 - Training & Support
4.80 - Users (see also employee/users)
4.81 - Vendor/Payees
4.82 - Watchers, Feeders, & Triggers
4.83 - White Label Options (skins, themes, & custom)
4.84 - World Building & Data Assembly Line
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5 - Customers (in depth)
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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
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6 - Inventory (in depth)
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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
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7 - Sales (in depth)
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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
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8 - Deposits (monies coming in)
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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)
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9 - Expenses (monies going out)
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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
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10 - Reports & Searching
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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
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11 - Financials & Accounting
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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
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12 - Other Tools & Features
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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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