GEM-CAR FAQ

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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…
128 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
121 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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 …
118 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
117 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
116 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

Configuring Internal Clients

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…
115 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
111 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
111 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
110 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
106 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
105 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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.…
99 views Posted  5 months  ago by  Bianca da Silveira De Amorim
Initial Configuration of GEM-CAR

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…
98 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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.…
97 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
89 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
85 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
83 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
81 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

Selection of Invoice Number, Quotation Number, and Sale Number

The numbering of the various documents of a company is important. Maybe you were at a certain number before switching to GEM-CAR? To continue this sequence, here is where to set it up. IDEA: Increase the invoice number to the…
78 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR

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…
74 views Posted  6 months  ago by  Olivier Brunel
Initial Configuration of GEM-CAR
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