GEM-CAR FAQ

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Clients

Creating a new client

To make a sale, you must first create a client and, to avoid duplicates, it is essential to first check if the client exists. In the main Menu on the left of the application, click on Clients > Clients. Search…
24 viewsPosted 1 month agoby Olivier Brunel

How to use a small customer number vs 999923232 digit

To change the long codes generated by the system, follow these steps: 1. Click on Configurations > Configurations. In the Global tab, look for the option Automatically generate codes in clients and uncheck the box. Then click on Save. 2.…
19 viewsPosted 1 month agoby Olivier Brunel

Adding a group discount to a client's file

For a client to have a Group Discount every time he returns to you Point of sale, add the Price list to his client file. Go to the client's file: go to the left main menu: Clients > Clients >…
18 viewsPosted 1 month agoby Olivier Brunel

How to handle a customer's bad debts

If you wish to add a bad debt to a partially paid invoice, refer to option 2. Option 1 is recommended if you wish to recover your taxes on a bad debt. Step 1: Crediting an invoice By reversing your…
18 viewsPosted 1 month agoby Olivier Brunel

Fill in the client's field

Is the Client field complicated to fill? GEM-CAR provides three options to select a customer to create the estimate. Option 1: quick search The quick search consists of typing in the customer's number, phone number, license or the first few…
17 viewsPosted 1 month agoby Olivier Brunel

Configuring the reviews on sales, Google and Facebook reviews

In your GEM-CAR it is possible to activate the automation and configure it in the to receive the customer reviews on sales and you can also add review links from Google and Facebook. To configure this function, click on the…
16 viewsPosted 1 month agoby Olivier Brunel

Add a customer name to a business file

From the left main menu located on the left of the application, click on Clients > Clients. Select the business if it already exists.ORCreate a new folder for the company by clicking +New. Make sure that the selected Mode is…
16 viewsPosted 1 month agoby Olivier Brunel

Add spouses or children under one personal contact

There are two possible methods for associating the spouse and/or children with another client. 1. It is possible to create the first contact, the father for example, like a company, and associate the other contacts with it. See Add a…
13 viewsPosted 1 month agoby Olivier Brunel

Indigenous client: modify tax rules

In Canada, under certain circumstances, Indigenous peoples may be exempt from paying GST/HST. For more details, refer to the GST/HST and First Nations Peoples webpage. To apply the tax exemption for eligible customers in GEM-CAR, follow these steps: Open the…
10 viewsPosted 1 month agoby Olivier Brunel

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