GEM-CAR FAQ

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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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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
Sales

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

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
Sales

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
Sales

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
Sales
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