GEM-CAR FAQ
Sales
Reverse an Invoice - Sales 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…
150 views
Posted
6 months
ago
by
Bianca da Silveira De Amorim
Configuration of Deposit Settings
Before you start using the deposit features, you need to create: - a deposit category; - a deposit product. After these two steps, click on Sales > Configurations > Configurations. Click on the blue magnifying glass under "Product used for…
125 views
Posted
6 months
ago
by
Olivier Brunel
Charge Taxes According to Branch or Customer Address
By default, GEM-CAR will charge your customer's taxes, not those of your branch. But there is a way to configure it to facilitate this procedure. Click on Sales > Configurations > Configurations. In the next window, on the Sales tab,…
124 views
Posted
6 months
ago
by
Olivier Brunel
Global Payment - Transactions Refused for Unauthorized Service from Your IP Address
All payment processor errors can be found in the Log tabs of the relevant customer and sales records. Click on the transaction that has an error (marked in red) under Payment History to get more details on the causes of…
111 views
Posted
6 months
ago
by
Nadine Toutant
View and Pay Commissions
Before viewing commissions, you must first apply them to sales. See the following FAQ: Configure a Sale to Pay for Commissions to a Seller In order to view commissions in the system, go to the following menu: Sales > Commissions.…
110 views
Posted
6 months
ago
by
Olivier Brunel
What Causes Your Sales Report Statistics to Go Up or Down
There are several factors that influence your sales reports: Reason: #1 strong profitability on parts A coin entered with a cost of $0. To help you see these errors, in the Point of sale, the background around the price is…
106 views
Posted
6 months
ago
by
Olivier Brunel
Duplicate a Sale
Several elements can be duplicated. In GEM-CAR, there are two ways to duplicate a sale: in the Sales tab and in the Point of sale. From the left menu, select Sales > Sales. In the sale you want to duplicate,…
103 views
Posted
6 months
ago
by
Olivier Brunel
Deleting Estimates
From the main menu on the left side of the application, click on Sales > Sales > Garbage Bin (bouton) next to the estimate you want to delete from the list of estimates displayed. If the Garbage Bin is not…
98 views
Posted
6 months
ago
by
Nadine Toutant
End of Day Report - Send it by E-mail in XLS Format
End of day report sent via email in XLS format is a comprehensive summary of the day's activities. By using an XLS format, the report ensures data is organized in a structured, easy-to-read manner with the capability for further analysis…
98 views
Posted
5 months
ago
by
Bianca da Silveira De Amorim
Sending Invoices and Payments Directly from the Point of Sale to Accounting
You can configure your GEM-CAR system to make it easier to send data to the accounting department. To do this, click on Sales > Configurations > Configurations. In the Sales tab, look for the option "Directly send invoices and payments…
90 views
Posted
6 months
ago
by
Olivier Brunel
Reservation of Items within the Inventory
To make a reservation of items within the Inventory, follow the steps below. From the left main Menu, click on Sales > Configurations > Point of Sale Work Steps and choose a step like Work Order. Click on the Options …
88 views
Posted
6 months
ago
by
Olivier Brunel
Display Hourly Rate on Invoices
To display the shop hourly rate on invoices in GEM-CAR, follow these steps: On the left menu, click on Sales > Configurations > Configurations. Scroll down and check the box "Show hourly rate on invoices". Click on Save. Other articles…
86 views
Posted
6 months
ago
by
Olivier Brunel
Configuration of the Deposit as a Category
To create a deposit as a type of category, click on Inventory > Categories > +New. In the Infos tab, add: a code name type (deposit) choose tax rules. Click on Save. Once you've created the depot product and associated…
55 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim
Monthly Closing Report With GLs and Payment Summary
The monthly closing report includes general ledger (GL) entries and a summary of payments made. This document is essential to ensure a clear and accurate package of the company's financial situation at the end of each accounting period. By bringing…
52 views
Posted
4 months
ago
by
Bianca da Silveira De Amorim
Configuration of the Deposit as a Product
To create a deposit as a product, click on Inventory > Products and services > +New. In the Infos tab, add: a code a name category (deposit) Click on Save. Configure prices On the Sales and Purchases tabs, you can…
49 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim
Generate a Sales Report by Client
The Sales report per client shows total sales for a client or several clients in a selected period. It allows you to analyze how much a customer has bought in a given period. Here's how to generate this report. Click…
48 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim
Create an Odometer Alert for Billing
The creation of an odometer alert is an essential function of your GEM-CAR. This function helps you to keep your information as accurate as possible, preventing a vehicle from leaving the garage without indicating the exit odometer. To configure this…
44 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim
Sales Report by Department
To generate this report, in the GEM-CAR Main Menu, go to Sales > Reports > Summary. In the next window, enter the department(s) in the Filter by department menu. Click on Send. The report contains the following information: Sales Product…
43 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
Generate a Sales Report by Seller
To generate this report, in the GEM-CAR Main Menu, go to Sales > Reports > Clients by Vendor. In the next window, enter the Seller and Client. Click on Send. On this report, you'll find sales information that can be…
39 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
Create a Sale - Sales Tab
The Sales tab is your dedicated space for creating, managing and tracking your sales transactions. Whether you're starting a new sale or tracking current opportunities, this tab gives you access to all the information you need to optimize your sales…
34 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim