GEM-CAR FAQ

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Point of Sale

Core Management Use

First, Core management needs to be configured. See Core Management Configuration for more details. On the left menu, go to the Point of Sale, select a client, a vehicle, and add a Product or Service. Then, add a Purchase to…
203 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Creating a Package from the Point of Sale (Estimate)

From the Point of Sale, add all the items you wish to add to your estimate. Right-click on one of the items you wish to add to a package. Select Packages > Create a package for this sale only. Choose…
199 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Reverse an Invoice - Point of Sale Tab

Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to the full amount of the original invoice previously created for that sale. You will see how simple and easy it is, in GEM-CAR, to perform…
186 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

How to Attach a Purchase Order to a Work Order

When making an appointment on the Point of Sale, it is possible to add purchases for selected products. The button is under the Purchases, between Club numbers and Labels. After clicking on the + sign, another purchase window will open.…
159 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Create a New Vehicle - Point of Sale

If the right vehicle isn’t selected, you can always add a new vehicle to any client, at any time. You can do it using the Vehicles menu: Create a New Vehicle - Vehicles Tab Or you can create a new…
147 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Adding a Package to My Estimate (Sale)

Adding a package to an estimate in the Point of Sale is very simple. Click on the left menu: Point of Sale > Package located at the bottom left of your screen (next to the Jobs button). Select the package…
142 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Deposit with Taxes vs. Deposit with No Tax

Taking deposits with GEM-CAR With GEM-CAR, you have the option to take deposits with or without taxes. Taxed deposits Taxed deposits are less commonly used because they should be considered non-refundable. They are treated as a sale by the government.…
137 views Posted  7 months  ago by  Victor Elie
Point of Sale

Add Notes to a Vehicle and Access Them via Point of Sale

After Creating a New Vehicle, it is possible to add notes to this vehicle specifically on the Notes tab. To keep a note on the client's file, click on Vehicles > Vehicles. Select a file. Click on the Notes tab.…
136 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Finding an Estimate Using the Search Tool

Using the search tool can be a great way to filter through clients and find estimates. In the Point of sale window, click on the blue magnifying glass next to the estimate field. Form this search window, you can type…
135 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Keeping Notes on the Client's File

It could be useful to keep note on a client's file in order to offer a enhance service the next time they come to or call your business. You could keep a note on something the client especially likes, if…
133 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

How to Recreate a Previous Invoice with a Smaller Number

GEM-CAR offers different configuration options to suit your needs. For example, if you: if you start a system with the number 10,000 and want to enter invoices for the history with invoices 9900. To do this, follow a few simple…
132 views Posted  7 months  ago by  Bianca da Silveira De Amorim
Point of Sale

How to Delete an Estimate

Unlike the invoice, the estimate and work order can be deleted both at the Point of Sale and in the customer's file. Click on the blue Point of Sale button, press F1 or go to the menu on the left.…
132 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Select and/or Edit the Vehicle Informations

When you are working on an estimate and realize that the wrong vehicle has been selected or that the information about it is incomplete or even wrong, you can always modify them. 1. Select a vehicle Before selecting the Vehicle,…
131 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

End of Day Procedure

When you have finished for the day, you will need to complete your cash register closing so that the day can be accounted for. It's not mandatory to close every day, but as this is normally the case, we'll use…
129 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Add a Job to My Calendar

Adding a job to the Calendar. First of all, you must have at least one job listed in the estimate. Once the job has been accepted by the customer via email, SMS or in person. Select a date using the…
125 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

How to Rename Jobs in the Point of Sale

In a dynamic work environment, job titles may need updates. This feature allows you to easily update job names within your Point of Sale. When creating an estimate, after entering the client and the desired products and/or services, click on…
121 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Creating a New Client from the Point of Sale

To make a sale, you must start by creating a client and in order to avoid duplication, it is essential to first check whether the client exist. Scenario: La Cantine Bernard has a fleet of delivery vehicles and requests the…
118 views Posted  6 months  ago by  Olivier Brunel
Point of Sale

Subdividing a Sale

Sometimes, you may need to create an invoice for only part of a sale, rather than for the entire sale. In GEM-CAR, we'll be talking about Subdividing a sale. In this FAQ article, we'll show you how to Subdivide a…
114 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Select and/or Edit the Client's Profile

Select a Client Edit the Client's Profile From the Point of Sale, it is possible to modify the client's profile with a simple click on the Client edit text on the left of the screen. The clients window will open…
113 views Posted  7 months  ago by  Olivier Brunel
Point of Sale

Finance Fee for Credit Card Payments

When making a sale on GEM-CAR, it is possible to assign a finance fee for credit card payments. ATTENTION: before configuring your GEM-CAR, make sure that in your state, province or country, this option is valid within the law, as…
106 views Posted  7 months  ago by  Olivier Brunel
Point of Sale
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