GEM-LINKS EN

Accounting

Basic Concepts

Initial Configuration of GEM-CAR

Point of Sale

Using the Code and Type Fields: Choice and Automatic Generation

Unique Codes For Identification Across various entities in GEM-CAR, such as customers, suppliers, human resources,…

Creating a Product or a Service

To create a new product or service, from the Main Menu on the left side…

Initial Setup for Tire Storage

In order to store client's tires, you must first create storage as a product or…

Configuring Default Printers on GEM-CAR

In order to configure the Default printers on GEM-CAR, make sure you are working on…

Understanding the Categories Types Defined Under Inventory

Because the system allows users to create 999 categories with custom descriptions, the system had…

SMTP Configurations

If you do not make any settings, emails sent from GEM-CAR will come from a…

Creating Access from the Account Management Module

To modify or create access for your contacts to your company on GEM-CAR, whether they…

Category Management/ Creating Categories

A category allows you to group products and services that have one or more things…

Core Management Configuration

To configure the core it is necessary to follow a few steps. In the menu…

Configuring Necessary Bays to Schedule Appointments in the Calendar

1) What is a Bay? In the context of GEM-CAR, a bay represents a work…

Creating a New Client

To make a sale, you must first create a client and, to avoid duplicates, it…

GEM-LINKS Configuration - Internet Catalog

In this FAQ we explain how you can register your suppliers so that they appear…

Configuring Alternative Products

In GEM-CAR it is possible to create a list of alternative products to replace a…

Creating a Package from the Point of Sale (Estimate)

From the Point of Sale, add all the items you wish to add to your…

Assigning/Modifying a Role and/or Access for a Human Resource

To assign or modify the role (access) given to a human resource, from the main…

Modification/Creation of a Role to Be Assigned to Users

Each user with access to the platform is assigned a role. Each role determines what…

Payment Terminal Configurations: Automatic vs Manual

Automatic Payments with Terminals From the left main menu, click on Sales > Configurations > …

GEM-LINK Order Option

In this video we show how you can use GEM-LINKS in the Point of Sale.…

Creating a Group Discount with a Price List

To create a Group Discount, you need to create a Price List which you later…

Placing Client Tires in Storage from the Point of Sale

If not already done, you must first complete the initial setup for tire storage on…

Adding a Group Discount to a Client's File

For a client to have a Group Discount every time he returns to you Point…

Core Management Use

First, Core management needs to be configured. See Core Management Configuration for more details. On…

GEM-LINKS not Opening on Android

If you attempt to use GEM-LINKS on an Android tablet or phone via Chrome, as…

Parts Memory to Automate the Addition of Parts on the Estimate: Example of the Oil Change Services

To save information in a vehicle's file regarding products used during a previous visit, go…

Add a Supplier

To configure a supplier, follow these steps: Step 1: Open the GEM-CAR Cloud Application. Step…

Reverse an Invoice - Point of Sale Tab

Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to…

Configuring Specific Duty on New Tires

Starting July 1, 2023, an increase in the duty, based on the rim diameter and…

Payment Method Configurations: Credit Card Payments

Configure credit card payments by manual entry, by phone, by email, or even automatically for…

How to Reverse a Purchase

Occasionally, you may need to reverse a purchase, that is, issue a credit equivalent to…

Production of T4 and Statement 1

To issue tax slips for your employees, click in the left menu: Payroll > Tax…

CARFAX Service Insight

Web Address: https://www.carfax.ca/ Name in GEM-CAR 15: CARFAX Service Insight Known Issues: No known issues.…

Example of SMS Templates for Reminders

***Note that you can copy the template content below the image. Example for sales reminder:…

How to Add Shop Supplies to Your Invoice

In GEM-CAR, you can configure the shop supplies charge function to appear on invoices. 1.…

Generate a Report in Punch Clock

Time control helps the administrator and the workers, mechanics and technicians, to know which jobs…

How to Deactivate a User

Deactivating a user in your GEM-CAR is very simple. 1. In the left menu, click…

Exporting Data to Excel

You may need to have some very precise accounting or management data to satisfy some…

Configuring Direct Deposit

Before you can generate direct deposits from GEM-CAR, you must first configure your financial institution's…

Sending and Receiving Text Messages (SMS) Directly from GEM-CAR

1) Configure SMS settings To send SMS messages and receive replies, you must complete the…

Create the Insurance Company as a Client

To create an insurance company, you need to include it as a customer. In the…

Create an Insurance Type Category

1. Go to Inventory > Categories. 2. Click New. 3. Add a code and name…

Taxes for Specific Rights on Tires

Are GST and QST applicable on specific duties on the sale of tires? Yes, GST…

How to Configure and Deactivate CARFAX

When you start using your GEM-CAR but don't want to use the CARFAX system, you…

How to Generate an Invoice without Putting it in Receivable or Taking a Payment

In the GEM-CAR system it is possible to generate a sale and then pay it…

How to Configure Auto Integrate

Note: this function requires the GEM-LINKS module. Configuring Auto Integrate involves several key steps to…

Deposit with Taxes vs. Deposit with No Tax

Taking deposits with GEM-CAR With GEM-CAR, you have the option to take deposits with or…

How to Import a Chart of Accounts

The import and creation of your chart of accounts must be done as soon as…

Marius Garon

Web address: https://www.mariusgaron.com/fr/connexion/ Name in GEM-CAR 15: Marius Garon Known issues: No known issues. Here…

Starting/ Opening a Digital Inspection

Note: the inspection add-on is required. See Activation of the Digital Inspections Add-On to know…

General Configurations for Your Website

Warning! To configure your Website, you must first have activated the module. See Activating the…

How to Attach a Purchase Order to a Work Order

When making an appointment on the Point of Sale, it is possible to add purchases…