GEM-CAR FAQ

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Initial Configuration of GEM-CAR

How to add shop supplies to your invoice

In GEM-CAR, you can configure the shop supplies charge function to appear on invoices. 1. Configure shop supplies as a product: Go to the menu on the left and click on Inventory > Products and Services > +New. Among the…
61 viewsPosted 1 month agoby Bianca da Silveira De Amorim

Point of Sale Steps

Properly configuring the Point of Sale (POS) Steps is crucial for effectively retrieving Estimates, Deposits, Archived Invoices, and other essential records. To configure the Point of Sales Steps, from the left main Menu, click on Sales > Configurations> Point of…
22 viewsPosted 1 month agoby Olivier Brunel

How to configure and use Autoserve1

By using GEM-CAR you can have access to various tools that make it easier to carry out services. One of them is Autoserve1. What is AutoServe1? The AutoServe1 service includes digital inspection sheets and permits you to take photos and…
18 viewsPosted 1 month agoby Olivier Brunel

Configuring internal customers

The purpose of internal customers is to specify customers that are not counted in sales reports. This is mainly used when using a customer, for example the name of the garage, to carry out repairs on a vehicle that belongs…
15 viewsPosted 1 month agoby Olivier Brunel

Management of the number of decimal in prices and quantities

Management of the number of decimals for quantities To use more than one decimal place in the quantity field, activate this option click on the left side menu > Configurations > Configurations > Global tab. Check the box "Allow decimals…
15 viewsPosted 1 month agoby Olivier Brunel

Mailbox configuration to set employees’ e-mail

In the main menu, click on Human Resources > Human Resources. Click on the employee's file. In the E-mail tab, complete the fields to configure SMTP. Then click on Save.
14 viewsPosted 1 month agoby Olivier Brunel

How to customize the components (widgets) of the dashboard

As soon as you access the application, widgets appear at the top of the home screen, to the right of the menu, allowing you to access some of the modules to which your user rights give you access with one…
13 viewsPosted 1 month agoby Olivier Brunel

How to download it and do the right-click on a tablet without a mouse

GEM-CAR is a complete tool that can be accessed from a variety of devices. You can use your computer, logging in through the website https://www.gem-car-cloud.com/en/ by clicking on the GEM-CAR login button in the top right-hand corner. The system can…
13 viewsPosted 1 month agoby Olivier Brunel

Validation of tax rules

You must check your tax rules by going to the menu: Configurations > Configurations > Currencies/Taxes tab. This step is particularly important if you have activities in other provinces or countries than your province and/or if you have particular activities…
12 viewsPosted 1 month agoby Olivier Brunel

Download the desktop version of GEM-CAR

Downloading the GEM-CAR is especially useful if you want to use printers and signature pad on GEM-CAR. At the top right of the page, beside the name and photograph of the user, click on the icon to download the Desktop…
12 viewsPosted 1 month agoby Olivier Brunel

How to disable the software notifications

When using the online version, if you receive messages from customers or employees, a small red bullet indicating the number of messages appears in the top right corner of the screen. To view your messages, click on the bullet in…
12 viewsPosted 1 month agoby Olivier Brunel

Transfer procedure from GEM-CAR version 14 to version 15 SAAS

Procedure transfer from GEM-CAR Version 14 to version SAAS Take a backup of the customer’s GEM-CAR. Restore the database on your computer. STEP 1: GEM-CAR SAAS: https://app.gem-car.com/ 1) Get the key and URL of the company Connect to the admin…
11 viewsPosted 1 month agoby Olivier Brunel

Create the insurance company as a client

To create an insurance company, you need to include it as a customer. In the left menu, click on Clients > Clients > + New. In the Info tab, fill in all the information and in the mode, select Business.…
11 viewsPosted 1 week agoby Bianca da Silveira De Amorim

Management of Currencies

By default, the system creates the currency CAD and USD in your system. The currencies can be modified following these steps. On the left menu, click on Configurations > Configurations > Currencies/Taxes. A currency includes the following information: the Name …
11 viewsPosted 1 month agoby Olivier Brunel

GoLive - Initial configurations - Getting started with GEM-CAR

Clean up tool: irreversible. Utile seulement au début. Supprimer les données qu'on choisit. Que désirez-vous supprimer? La section en rouge.Peut choisir date. Pourrait être utili pour supprimer les tests. Dans le Menu principal situé à gauche de l'application, cliquez sur …
10 viewsPosted 1 month agoby Olivier Brunel

New GEM-ACADEMY platform

Create your new GEM-ACADEMY account now — it’s as easy as 1, 2, 3! 1) Go to https://gem-academy.net/ and click on MY ACCOUNT in the main menu at the top right. 2) Next, click on the Register as a student …
10 viewsPosted 1 month agoby Olivier Brunel

10.5 Reasons for using online sites vs. catalogs

1. Quantity validation: use the virtual inventory as your own stock to sell what's in stock vs. the cheapest price, 2. Receive the right part by serial number the first time, 3. Eliminate billing oversights: invoice vs. next-day purchase, 4.…
10 viewsPosted 1 month agoby Olivier Brunel

Opening balance sheet validation

To do your opening balance in GEM-CAR, you will need your opening balance. What is the purpose of the trial balance? The trial balance is a listing of all accounts in the chart of accounts with a balance. It is…
10 viewsPosted 1 month agoby Olivier Brunel

Selection of personalized logo on documents: estimates and invoices

If you don't have a branch, go to the menu Configurations > Configuration > Personalization tab. Upload your logo in sections Logo general (System Generated Documents) . Click on Save. For a change of logo, we suggest you delete the…
8 viewsPosted 1 month agoby Olivier Brunel

Consult client's history

It is possible to consult the transactions made by a client. In the menu on the left, select the Clients > Clients tab. Choose the client you want to check the history of, and in the Info tab, select the…
7 viewsPosted 1 month agoby Olivier Brunel

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