GEM-CAR FAQ
Cleanup Tool - Renumber Clients in Numerical Order (Starting with 100)
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 option Renumber Clients in Numerical Order (Starting with 100) in your GEM-CAR offers several advantages that contribute to the organization and efficiency of client files. The main advantage is the standardization of numbering, which creates a logical, organized sequence that makes it easier to control and identify each client.
The clarity of reports is also enhanced, as records follow a structured numerical sequence, avoiding confusion. Automatic renumbering saves staff time by eliminating the need for manual adjustments, and makes management more efficient, particularly for systems containing large volumes of data.
What's more, starting numbering at 100 creates space for future records, ensuring long-term scalability and organization. Finally, a clean, logical numbering system reduces operational errors and improves the accuracy of internal processes such as invoicing, reporting and auditing.
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)
- Clean up duplicate clients (put -1, -2, etc...)
- 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)
Posted
1 week
ago
by
Bianca da Silveira De Amorim
#2261
10 views
Edited
6 days
ago