GEM-CAR FAQ

Loading...

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'll see how simple and easy it is, in GEM-CAR, to perform this…
26 viewsPosted 1 month agoby Olivier Brunel

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…
23 viewsPosted 1 month agoby Olivier Brunel

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…
23 viewsPosted 1 month agoby Olivier Brunel

Setting up cash deposits for parts reservation

First, click here if you haven't configured your deposit settings.Once your estimate is built, RIGHT CLICK on the job you wish to get a deposit. Go down to Add Deposit. There are two different deposit options available. Taxes indicate that…
23 viewsPosted 1 month agoby Olivier Brunel

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…
22 viewsPosted 1 month agoby Olivier Brunel

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…
22 viewsPosted 1 month agoby Olivier Brunel

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…
21 viewsPosted 1 month agoby Olivier Brunel

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.…
19 viewsPosted 1 month agoby Victor Elie

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 the main left side Vehicles > Vehicles > Notes tab. Note:…
19 viewsPosted 1 month agoby Olivier Brunel

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.…
18 viewsPosted 1 month agoby Olivier Brunel

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…
17 viewsPosted 1 month agoby Bianca da Silveira De Amorim

Add a verbal authorization

While verbal agreements can be binding, they are often more challenging to enforce or prove in case of a dispute compared to written contracts. To avoid potential issues, it's recommended to document agreements in writing. This written agreement, often in…
17 viewsPosted 1 month agoby Olivier Brunel

Create a new vehicle

If the right vehicle isn’t selected, you can always add a new vehicle to any client, at any time. Simply select a client in the Point of Sale, you can after click on the red “+” on vehicle tab. The…
17 viewsPosted 1 month agoby Olivier Brunel

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.…
15 viewsPosted 1 month agoby Olivier Brunel

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…
15 viewsPosted 1 month agoby Olivier Brunel

Create a job and assign the price of the job

To create a job within your estimate, you must first Select the jobs box on the bottom left of your screen. Click on the New button in the bottom right. Three fields are mandatory: Code, name, category. For the category…
14 viewsPosted 1 month agoby Olivier Brunel

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…
14 viewsPosted 1 month agoby Olivier Brunel

Adjusting the quantity of an Inventory product from the Point of Sale

To add quantities to inventory, first add the product to the sale. Note: You can see the available inventory quantity for the product under Quantity. The available quantity is displayed in parentheses. Option 1: Add quantities to inventory without opening…
13 viewsPosted 1 month agoby Nadine Toutant

Rename jobs in my estimate?

Back in the estimate tabs once you left click on the jobs that need to be renamed. In this example I would like to specify that the mechanic will be doing a 42 points inspection. Once I have clicked on…
13 viewsPosted 1 month agoby Olivier Brunel

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. Select a Vehicule Before selecting the Vehicle, you…
12 viewsPosted 1 month agoby Olivier Brunel

Contact Us

GEM-FAQ