GEM-WORK / Operations
Basic Concepts
Using the Code and Type Fields: Choice and Automatic Generation
Unique codes for identification Across various entities in GEM-CAR, such as customers, suppliers, human resources, and products, you'll encounter a field labeled Code. This is a mandatory alphanumeric identifier that helps you quickly identify specific records. For those new to…
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Olivier Brunel
Finding an Estimate Using the Recently Opened Tool
From the Point of Sale, any recently opened estimates can be easily retrieved. Click on the recently opened sales tab on the to right side of your screen. From this page, all of your most recent documentation will show up.…
501 views
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1 year
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Olivier Brunel
Create a Sale from the Calendar
GEM-CAR gives you the ability to make a sale from your Calendar, this contributes to a more efficient, organized, and customer-friendly sales process. It aligns with the demands of a fast-paced business environment and can positively impact your overall productivity…
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1 year
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Olivier Brunel
How Do You Calculate a Profit Margin
The profit margin is the profit made based on the selling price of an item. For example, for a garage that: has sales of one million dollars, has a profit of one hundred thousand dollars, we would say it has…
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1 year
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Olivier Brunel
What Profit Margin Should I Expect on Parts Sales
Considering that some parts come from dealers and are sold at a lower margin, the workshop should aim for a minimum average margin of 30% to 36% overall. To cover ever-increasing costs (training, equipment, taxes, rent), a workshop needs to…
483 views
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1 year
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Olivier Brunel
Customize Your Invoices, Estimates, etc., Adding Text
It is possible to modify your invoices, quotes, purchase orders or other documents to add additional information. For example, you could want to inform your customers about payment terms, about an upcoming change in your organization's policies or others. 1)…
471 views
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1 year
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Olivier Brunel
Purpose of the Active or Inactive Field of a Record
In order to preserve the integrity of the history of your transactions and entries, the platform intentionally does not offer the possibility of deleting any record. All the records created are saved in the database and will remain there as…
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1 year
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Olivier Brunel
The History Tab (Log)
The History (Log) tab is a tab that you will find in several records of your GEM-CAR database, notably in the Client's record, the Human Resources record, the Products & Services record, the Price List record, and many others. It…
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1 year
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Olivier Brunel
Move Appointments to a Different Bay or Different Time
From the Point of Sale, it is possible to quickly move appointments in your calendar. Open up your Calendar using F9 or the icon at the bottom left of the screen. Your calendar will open up on screen, left click…
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1 year
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Olivier Brunel
Electronic Signature of a Document
Compatible document types You can request a digital signature on a document that has been generated by GEM-CAR or that you have uploaded to GEM-CAR. The document must be in PDF or Microsoft Word (.DOCX) format. A digital signature-enabled document…
430 views
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1 year
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Olivier Brunel
Merge Duplicates from the System: Vehicles and Clients
This function is currently only available for the Vehicles and Clients module. Merging items allows you to remove duplicates from your system. For example, if you have created the same customer twice by mistake, you can use this function to…
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1 year
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Olivier Brunel
Delete a Customer/Resource/Employee/Supplier
You cannot delete a customer/resource/employee/supplier but you can inactivate it. Other article on the subject: Purpose of the Active or Inactive Field of a Record
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1 year
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Olivier Brunel
How to Access the Tutorials and Help
To access the system tutorials, there are two options: Click on the first icon next to the system language at the top right of the page. 2. In the left menu, click Help .
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1 year
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Olivier Brunel
Customizing an Invoice, Quote or Purchase Order
Here are the 2 themes that will be covered: Add text to invoices, quotes or purchase orders Personalize a customer's invoices It is possible to modify your invoices, quotes or purchase orders to add additional information. Such as to inform…
408 views
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1 year
ago
by
Olivier Brunel
Configure a Sale to Pay for Commissions to a Seller
Before you can add commissions to your sellers, make sure you have completed the configuration demonstrated in the following FAQ: Configure the Application to Pay Commissions to Your Sellers When you create sales, commissions which will be applied to these…
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1 year
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Olivier Brunel
Reset Your Password
To reset your password, click on the Forgot your password? link at the bottom of the login window On the next screen, enter your user ID and email address. If you no longer have your user code, click on the…
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1 year
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Olivier Brunel
Document Customization
There are many models of documents like invoices and quotes you can choose from. You can pick the one that works best for you. On the main menu click on Configurations > Customization tab. Select the document you wish to…
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1 year
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Olivier Brunel
Retrieve a Deactivated Record
Inactive or deactivated, records are hidden from the lists. To make them visible, click on Clients > Clients and click on the blue list icon in the upper right corner. From the first drop-down menu entitled Status, you can use:…
356 views
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1 year
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Olivier Brunel
How to Share a Document with a Client via the Secure Document Sharing Module
The secure document sharing module lets you exchange documents with other users in secure mode. Whether you want to send financial statements to your client, architectural plans to your supplier, or payroll statements to your employees, this module is just…
339 views
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1 year
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Bianca da Silveira De Amorim
Managing Your Account - Info Tab
In our example, Barbara Windsor is the Account Administrator and has the necessary access rights to manage the company's account. In the top right corner, click on the arrow next to the company name and click on Managing Your Account.…
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1 year
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Bianca da Silveira De Amorim