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Point of Sale

How to Create a Purchase in the Point of Sale in GEM-BOOKS

In this FAQ, you will learn how to create an efficient purchase using Point of Sale, and manage all stages of your purchasing process, from item selection to final validation. By following these simple steps, you'll be able to organize…
337 views Posted  11 months  ago by  Bianca da Silveira De Amorim
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-BOOKS, to perform…
309 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Retrieve Client's Estimate in the Point of Sale in GEM-BOOKS

From the Point of Sale, add the Client for which you would like to retrieve an estimate. To do this, click on the magnifying glass in the top right corner of the Point of Sale, next to the estimate number.…
278 views Posted  12 months  ago by  Bianca da Silveira De Amorim
Point of Sale

How to Find Products in the Point of Sale in GEM-BOOKS

At the GEM-BOOKS Point of Sale, you can search for parts while creating an estimate. To do so, click on the magnifying glass at the top right of the Point of Sale, next to the estimate number. In the next…
278 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

How to Apply a Margin to a Product Added Manually at the Point of Sale in GEM-BOOKS

In the Point of Sale, enter the new product in the space above the F5 + Add and F6 - Delete buttons. The following message appears in red: “This product does not exist. Please fill in the following fields to…
224 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Creating a Product or a Service from the Point of Sale in GEM-BOOKS

To create a product or service directly from the Point of Sale. 1. Select a Client: Enter the client's name and select it from the drop down menu or search for the client in the Client list by clicking on…
223 views Posted  12 months  ago by  Bianca da Silveira De Amorim
Point of Sale

The New Point of Sale in GEM-BOOKS (Beta)

GEM-BOOKS now has a new window in its Beta version: the Point of Sale. If you want to activate it, click on Sales > Sales and open any sale. In the top right corner, click on the red message "Activate…
213 views Posted  12 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Creating a Package from the Point of Sale (Estimate) in GEM-BOOKS

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…
210 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Add a Product Note to the Point of Sale and/or Work Order

To enter a note for a specific product, open the Point of Sale, select the client and the product for which you wish to enter a note. Select the product or service and it turns green. Then click on the…
201 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Add or View Client Notes at the Point of Sale

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…
197 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

How to Delete an Estimate at the Point of Sale

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.…
192 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Creating a New Client from the Point of Sale in GEM-BOOKS

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…
189 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Modifying the Price of a Product Permanently in Inventory or as a Special from the Point of Sale

To modify the price of a Product or Service in the Inventory from the Point of Sale, first add the product to the sale. Select the product so that it appears in green and click on the magnifying glass to…
161 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

How to Attach a Purchase Order to a Work Order in the Point of Sale

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 Terms and Quote status. After clicking on the + sign, another purchase window will open.…
161 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Retrieve an Estimate with the Estimate Number in the Point of Sale

In the Point of Sale, the estimate # field is on the top right of your screen, type in the customers estimate number from where you will select the the right estimate. Once the estimate has been selected, GEM-BOOKS will…
159 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Subdividing a Sale at the Point of Sale

Sometimes, you may need to create an invoice for only part of a sale, rather than for the entire sale. In GEM-BOOKS, we'll be talking about Subdividing a sale. In this FAQ article, we'll show you how to Subdivide a…
159 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Add a Verbal Authorization in the Point of Sale

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…
155 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Make the Client Approve the Estimate in the Point of Sale

Securing client approval for an estimate is a crucial step in any project or service-based transaction. This process ensures that the client fully understands the scope, costs, and terms of the work to be performed. By obtaining approval, both parties…
155 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

Reverse a Payment Made with a Receivables Account in the Point of Sale

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-BOOKS, to perform…
152 views Posted  11 months  ago by  Bianca da Silveira De Amorim
Point of Sale

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