GEM-CAR FAQ
Initial Configuration of GEM-CAR
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…
76 viewsPosted 4 months 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 …
75 viewsPosted 4 months agoby Olivier Brunel
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…
74 viewsPosted 4 months 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…
73 viewsPosted 4 months 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…
68 viewsPosted 4 months agoby Olivier Brunel
Management of Currencies and Taxes
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…
68 viewsPosted 4 months 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…
68 viewsPosted 4 months 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…
67 viewsPosted 4 months 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…
67 viewsPosted 4 months 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.…
64 viewsPosted 4 months agoby Olivier Brunel
Management of the Number of Decimal in Prices and 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 in quantity fields". Click on Save. Management of…
63 viewsPosted 4 months 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…
57 viewsPosted 4 months 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…
53 viewsPosted 4 months 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…
51 viewsPosted 4 months agoby Olivier Brunel
Accessing the Cleanup Tool
This guide is designed to help you get started with GEM-CAR, one of the most comprehensive tools for running your automotive business. In this document, we'll show the initial configurations for the cleanup tool. The cleanup tool in GEM-CAR is…
48 viewsPosted 4 months 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…
42 viewsPosted 4 months 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…
42 viewsPosted 4 months 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.
40 viewsPosted 4 months 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.…
40 viewsPosted 3 months agoby Bianca da Silveira De Amorim
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…
39 viewsPosted 4 months agoby Olivier Brunel