GEM-CAR FAQ

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Finding an Estimate Using the Vehicle Number

If a customer has a fleet of vehicles from the Point of Sale, under the vehicle field, type in the number you have setup for the vehicle in particular.

Select the vehicle, a confirmation box will open with the message ''This customer already has unfinished sales. Do you want to display them instead of creating a new one?''. Select Yes. 

A sales search window will open.

Select the customer's estimate.

GEM-CAR will bring you back to the Point of sale with the client's estimate.

 

Other articles on the subject:

Retrieve an Estimate with the Estimate Number

Finding an Estimate Using the Recently Opened Tool

Finding an Estimate Using the Search Tool

How to Delete an Estimate 

Retrieve Client's Estimate

Add Jobs to My Estimate 

 

Posted  6 months  ago by  Olivier Brunel
#63 89 views Edited  4 months  ago

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