GEM-CAR FAQ
Finding the Client's File
There are a few ways to find the client's file:
1. In the main menu on the left of the application, click on Clients > Clients.
Search for existing client
Before creating a new client, it's crucial to verify if the client already exists in the system to avoid duplicates.
You can do this by using the search bar located at the top right of your screen.
Enter the client's name, phone number, address, or any other identifying information.
If your search yields no results, proceed to creating a new client.
2. In the Point of Sale
Check if the client exists. From the Point of Sale, you can search using the following options:
- By the client's name
- By telephone number
- By client's code.
If the client exists, a drop-down menu will appear. You can also use the magnifying glass to complete your search.
Other articles on the subject:
Send Invoices in Batches to a Single Customer
How to Handle a Customer's Bad Debts
Indigenous Client: Modify Tax Rules
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Bianca da Silveira De Amorim
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