GEM-BOOKS FAQ
GEM-CHECK Digital Inspection
Why open a balance sheet?
When you start using GEM-BOOKS for your bookkeeping, you will need to request a trial balance report on your old software and enter that data into GEM-BOOKS in order to start with the same numbers. The import of your starting…
84 viewsPosted 4 months agoby Olivier Brunel
How to link your Shopify online store?
This article explains how to connect GEM-BOOKS to your store Shopify to synchronize your products and sales. Note: You must be the administrator of the GEM-BOOKS account to follow the following instructions. To manage your online store with GEM-BOOKS, you…
82 viewsPosted 4 months agoby Olivier Brunel
Digital inspection management for Advisor
Advisors section for Digital inspection managementIn the left-hand menu, click on "Vehicles", then select "Inspections". Adding inspection Click on "+ NEW", Step 1 Choose a client in 3 simple options Option 1:Type a portion of the client's name Ex: Joh,Select…
82 viewsPosted 4 months agoby Olivier Brunel
Print or email an inspection
From the inspection grid, select the inspection to be opened, In the inspection form, click on the "DOCUMENTS" tab, Click on the icon associated with the action you wish to take according to the legend below: 1. Download the document,2.…
76 viewsPosted 4 months agoby Olivier Brunel
How do I add a product to a subscription sale?
GEM-BOOKS allows subscriptions (this article) and recurring operations . A subscription, like your membership to your tennis club, is a product or service that will be repeated for a period defined in the options for this product or service. An…
57 viewsPosted 4 months agoby Olivier Brunel
Configurations for Paying Commissions to Sellers
In order to configure your commissions, you will first need to choose which method you wish to use.There are two possible configuration methods: Configuration by clients or configuration by human resources.Here's how both methods work: 1. Configuration by human resources…
37 viewsPosted 4 months agoby Olivier Brunel