GEM-CAR FAQ
Cleanup Tool - Clean up Duplicate Clients (put -1, -2, etc...)
When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors.
To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool.
Selecting the Clean up Duplicate Clients (put -1, -2, etc...) eliminates duplicates in customer files and avoids confusion in management. This improves data accuracy, ensuring that transactions and communications are sent to the right customer.
Your GEM-CAR system is better organized, making it easier to consult and update files. Eliminating duplicates reduces operational errors, such as reporting and transaction failures. It also improves the customer experience, making interactions more personalized and efficient.
Other Cleanup Tool options:
- Remove 0s in front of product codes
- Make products without inventory quantity inactive
- Disable “Bill to” in Client
- Make categories without products inactive
- Delete unused locations
- Delete products that are inactive and not in inventory and packages
- Recalculate inventory quantities (Ex: merge duplicate lines)
- Reassign category configurations to estimate products (accounting accounts)
- Remove duplicated vehicles
- Put the “Show on invoice” and “Show on quote” boxes checked on all products
- Remove spaces in plate number fields (vehicles)
- Renumber clients in numerical order (starting with 100)
Posted
1 week
ago
by
Bianca da Silveira De Amorim
#2266
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Edited
6 days
ago