GEM-BOOKS FAQ
Point of Sale
How to Find Products in the Point of Sale in GEM-BOOKS
At the GEM-BOOKS Point of Sale, you can search for parts while creating an estimate. To do so, click on the magnifying glass at the top right of the Point of Sale, next to the estimate number. In the next…
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Bianca da Silveira De Amorim
The New Point of Sale in GEM-BOOKS (Beta)
GEM-BOOKS now has a new window in its Beta version: the Point of Sale. If you want to activate it, click on Sales > Sales and open any sale. In the top right corner, click on the red message "Activate…
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2 weeks
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Bianca da Silveira De Amorim
Reverse an Invoice - Point of Sale Tab
Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to the full amount of the original invoice previously created for that sale. You will see how simple and easy it is, in GEM-BOOKS, to perform…
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Bianca da Silveira De Amorim
Retrieve Client's Estimate in the Point of Sale in GEM-BOOKS
From the Point of Sale, add the Client for which you would like to retrieve an estimate. To do this, click on the magnifying glass in the top right corner of the Point of Sale, next to the estimate number.…
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2 weeks
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Bianca da Silveira De Amorim
Creating a Product or a Service from the Point of Sale in GEM-BOOKS
To create a product or service directly from the Point of Sale. 1. Select a Client: Enter the client's name and select it from the drop down menu or search for the client in the Client list by clicking on…
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Bianca da Silveira De Amorim
How to Apply a Margin to a Product Added Manually at the Point of Sale in GEM-BOOKS
In the Point of Sale, enter the new product in the space above the F5 + Add and F6 - Delete buttons. The following message appears in red: “This product does not exist. Please fill in the following fields to…
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1 week
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Bianca da Silveira De Amorim
Creating a Package from the Point of Sale (Estimate) in GEM-BOOKS
From the Point of Sale, add all the items you wish to add to your estimate. Right-click on one of the items you wish to add to a package. Select Packages > Create a package for this sale only. Choose…
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1 week
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Bianca da Silveira De Amorim
Add a Product Note to the Point of Sale and/or Work Order
To enter a note for a specific product, open the Point of Sale, select the client and the product for which you wish to enter a note. Select the product or service and it turns green. Then click on the…
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1 week
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Bianca da Silveira De Amorim
Modifying the Price of a Product Permanently in Inventory or as a Special from the Point of Sale
To modify the price of a Product or Service in the Inventory from the Point of Sale, first add the product to the sale. Select the product so that it appears in green and click on the magnifying glass to…
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Bianca da Silveira De Amorim
How to Create a Purchase in the Point of Sale in GEM-BOOKS
In this FAQ, you will learn how to create an efficient purchase using Point of Sale, and manage all stages of your purchasing process, from item selection to final validation. By following these simple steps, you'll be able to organize…
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Bianca da Silveira De Amorim
How to Attach a Purchase Order to a Work Order in the Point of Sale
When making an appointment on the Point of Sale, it is possible to add purchases for selected products. The button is under the Purchases, between Terms and Quote status. After clicking on the + sign, another purchase window will open.…
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1 week
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Bianca da Silveira De Amorim
Creating a New Client from the Point of Sale in GEM-BOOKS
To make a sale, you must start by creating a client and in order to avoid duplication, it is essential to first check whether the client exist. Scenario: La Cantine Bernard has a fleet of delivery vehicles and requests the…
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Bianca da Silveira De Amorim
How to Delete an Estimate at the Point of Sale
Unlike the invoice, the estimate and work order can be deleted both at the Point of Sale and in the customer's file. Click on the blue Point of Sale button, press F1 or go to the menu on the left.…
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1 week
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Bianca da Silveira De Amorim
Add or View Client Notes at the Point of Sale
It could be useful to keep note on a client's file in order to offer a enhance service the next time they come to or call your business. You could keep a note on something the client especially likes, if…
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4 days
ago
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Bianca da Silveira De Amorim
Reverse a Payment Made with a Receivables Account in the Point of Sale
Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to the full amount of the original invoice previously created for that sale. You will see how simple and easy it is, in GEM-BOOKS, to perform…
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3 days
ago
by
Bianca da Silveira De Amorim
Make the Client Approve the Estimate in the Point of Sale
Securing client approval for an estimate is a crucial step in any project or service-based transaction. This process ensures that the client fully understands the scope, costs, and terms of the work to be performed. By obtaining approval, both parties…
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3 days
ago
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Bianca da Silveira De Amorim
Subdividing a Sale at the Point of Sale
Sometimes, you may need to create an invoice for only part of a sale, rather than for the entire sale. In GEM-BOOKS, we'll be talking about Subdividing a sale. In this FAQ article, we'll show you how to Subdivide a…
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2 days
ago
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Bianca da Silveira De Amorim
Retrieve an Estimate with the Estimate Number in the Point of Sale
In the Point of Sale, the estimate # field is on the top right of your screen, type in the customers estimate number from where you will select the the right estimate. Once the estimate has been selected, GEM-BOOKS will…
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3 days
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Bianca da Silveira De Amorim
Add a Verbal Authorization in the Point of Sale
While verbal agreements can be binding, they are often more challenging to enforce or prove in case of a dispute compared to written contracts. To avoid potential issues, it's recommended to document agreements in writing. This written agreement, often in…
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1 day
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Bianca da Silveira De Amorim
How to Rename Jobs in the Point of Sale
In a dynamic work environment, job titles may need updates. This feature allows you to easily update job names within your Point of Sale. When creating an estimate, after entering the client and the desired products and/or services, click on…
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11 hours
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Bianca da Silveira De Amorim