GEM-CAR FAQ
Inventory
Creating a Product or a Service
To create a new product or service, from the Main Menu on the left side of the application, click on Inventory > Products & Services > +New. INFO TabProduct CodeAssign a Code to your product. Refer to Using the Code…
138 viewsPosted 4 months agoby Nadine Toutant
Category Management/ Creating Categories
A category allows you to group products and services that have one or more things in common. Each product and service must have a category, they will appear in the tab of the same name in the selected category. Since…
103 viewsPosted 4 months agoby Olivier Brunel
Managing Packages for Products & Services
To create a package for some Product & Services to be sold together, click on the left main menu: Inventory > Packages > +New. Then choose a code and a name for the new package. Click on Save. To add…
102 viewsPosted 4 months agoby Olivier Brunel
Creating a Group Discount with a Price List
To create a Group Discount, you need to create a Price List which you later add to your client's file. Go to the left main Menu > Inventory > Price Lists > +New. Enter a Name for the new group…
90 viewsPosted 4 months agoby Olivier Brunel
Configuring the Inventory Calculation Method
Inventory can be calculated in four different ways. Click on the menu on the left, Configurations > Configurations > Global tab, click on the inventory calculation method and select one of the options. The methods are as follows: Cost in…
88 viewsPosted 4 months agoby Olivier Brunel
Understanding the Categories Types Defined Under Inventory
Because the system allows users to create 999 categories with custom descriptions, the system had to be able to recognize whether the item was a part, labor or any other code that required special action. What are the categories and…
84 viewsPosted 4 months agoby Bianca da Silveira De Amorim
Generating/Printing a Check to Pay Supplier Invoice(s)
To pay supplier invoices, from the main menu on the left side of the application, click Suppliers > Invoices. Select an invoice or create a new invoice by clicking +New. See Entering Supplier Invoices for Payment for more details. To…
82 viewsPosted 4 months agoby Nadine Toutant
How to Configure Your Price Lists
It is possible to create price lists for special customers or workshop employees, for example. First, you need to configure the price list with the right values. In the left menu, click Inventory > Price Lists > +New. Write the…
76 viewsPosted 4 months agoby Olivier Brunel
Configuring Alternative Products
In GEM-CAR it is possible to create a list of alternative products to replace a missing product, for example. Before making the replacement, you need to register the product as an alternative to another. For this end, click on Inventory…
75 viewsPosted 4 months agoby Olivier Brunel
Create an Inventory List Report by Category
From the Inventory tab, you can access various types of reports. Click on Inventory > Reports. The following report options are available: Inventory Inventory variations Unused products Reserved inventory Inventory by vehicle Inventory of vehicles and equipment Gift cards To…
71 viewsPosted 4 months agoby Olivier Brunel
How to Add to Inventory and Adjust Gas Prices
For a fuel type to appear in the Point of Sale, it must be included in the inventory. In the menu on the left, click on Inventory > Products & Services > New. In the Info tab, enter the following…
70 viewsPosted 4 months agoby Olivier Brunel
Parts Memory to Automate the Addition of Parts on the Estimate: Example of the Oil Change Services
To save information in a vehicle's file regarding products used during a previous visit, go to the main menu located on the left side of the screen > Inventory > Products & Services. Select a product or service. Click on…
66 viewsPosted 4 months agoby Olivier Brunel
Create an Insurance Type Category
1. Go to Inventory > Categories. 2. Click New. 3. Add a code and name (description) for the newly created category. 4. Choose the type of insurance. 5. Click Save. Other article on the subject: Create the Insurance Company as…
66 viewsPosted 4 months agoby Olivier Brunel
Modify the Margin Metric for Your Parts
To modify your margin metric. Click on Inventory > Price lists > +New. This window will show up. If you have a preexisting list, simply click on it. If you don't create one by clicking on the +New box. In…
65 viewsPosted 4 months agoby Olivier Brunel
Modifying the Prices for Jobs
To modify the price of jobs, click on the menu Inventory > Products and Services. Click on the small blue filter box on the right side of the screen. The filter box will show up on the screen. Under the…
63 viewsPosted 4 months agoby Olivier Brunel
Why Parts are Added to Inventory when Purchased
First, we need to understand the distinction between the code list and inventory items: Code list: all product codes created in the system, including stocked products, non-stocked products, special action codes and jobs.vehicle codes. Inventory items: products that have an…
61 viewsPosted 4 months agoby Olivier Brunel
Modifying the Price of a Product Permanently in Inventory or as a Special from the Point of Sale
To modify the Price of a Product or Service in the Inventory from the Point of Sale, first add the product to the sale. Select the product so that it appears in green and click on the magnifying glass to…
56 viewsPosted 4 months agoby Nadine Toutant
Applying a CAA or Other Discount to the Selling Price
To apply a CAA discount, you need to create a price list to which a discount on the selling price is applied. Creating a Price List with a Discount From the main menu on the left of the application, click…
56 viewsPosted 4 months agoby Nadine Toutant
Causes/Reasons for Unbalancing Inventory: Quantity/Value
Here are the factors/causes/reasons that cause the inventory to go out of balance: Cause 1: Manual inventory adjustments because parts are no longer found, Cause 2: We don't invoice for the same parts we receive, Cause 3: Purchases of non-stocked…
54 viewsPosted 4 months agoby Olivier Brunel
Minimum and Maximum Stock Management to Reduce Your Inventory
Objective: reduce the value of your inventory and keep in stock only what turns over 3-7 times a year. Remember, every item you keep in inventory is not in your bank account. If you keep $10,000 in inventory, that's the…
52 viewsPosted 4 months agoby Olivier Brunel