GEM-WORK / Operations
Point of Sale
Creating a Package from the Point of Sale (Estimate)
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…
446 views
Posted
1 year
ago
by
Olivier Brunel
Core Management Use
First, Core management needs to be configured. See Core Management Configuration for more details. On the left menu, go to the Point of Sale, select a client, a vehicle, and add a Product or Service. Then, add a Purchase to…
374 views
Posted
1 year
ago
by
Olivier Brunel
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-CAR, to perform…
371 views
Posted
1 year
ago
by
Olivier Brunel
How to Attach a Purchase Order to a Work Order
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 Club numbers and Labels. After clicking on the + sign, another purchase window will open.…
311 views
Posted
1 year
ago
by
Olivier Brunel
Finding an Estimate Using the Search Tool
Using the search tool can be a great way to filter through clients and find estimates. In the Point of sale window, click on the blue magnifying glass next to the estimate field. Form this search window, you can type…
293 views
Posted
1 year
ago
by
Olivier Brunel
Create a New Vehicle - Point of Sale
If the right vehicle isn’t selected, you can always add a new vehicle to any client, at any time. You can do it using the Vehicles menu: Create a New Vehicle - Vehicles Tab Or you can create a new…
264 views
Posted
1 year
ago
by
Olivier Brunel
Retrieve an Estimate with the Estimate Number
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-CAR will…
262 views
Posted
1 year
ago
by
Olivier Brunel
Adding a Package to My Estimate (Sale)
Adding a package to an estimate in the Point of Sale is very simple. Click on the left menu: Point of Sale > Package located at the bottom left of your screen (next to the Jobs button). Select the package…
262 views
Posted
1 year
ago
by
Olivier Brunel
Deposit with Taxes vs. Deposit with No Tax
Taking deposits with GEM-CAR With GEM-CAR, you have the option to take deposits with or without taxes. Taxed deposits Taxed deposits are less commonly used because they should be considered non-refundable. They are treated as a sale by the government.…
256 views
Posted
1 year
ago
by
Victor Elie
Add Notes to a Vehicle and Access Them via Point of Sale
After Creating a New Vehicle, it is possible to add notes to this vehicle specifically on the Notes tab. To keep a note on the client's file, click on Vehicles > Vehicles. Select a file. Click on the Notes tab.…
251 views
Posted
1 year
ago
by
Olivier Brunel
Keeping Notes on the Client's File
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…
248 views
Posted
1 year
ago
by
Olivier Brunel
How to Delete an Estimate
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.…
246 views
Posted
1 year
ago
by
Olivier Brunel
Select and/or Edit the Vehicle Informations
When you are working on an estimate and realize that the wrong vehicle has been selected or that the information about it is incomplete or even wrong, you can always modify them. 1. Select a vehicle Before selecting the Vehicle,…
240 views
Posted
1 year
ago
by
Olivier Brunel
Change the Days of the Week in the Calendar
To add days of the week for work, you need to modify the business hours in the calendar. Go to the menu on the left and click on Calendar > Configurations > Business hours > +New. In the next window,…
239 views
Posted
1 year
ago
by
Olivier Brunel
How to Recreate a Previous Invoice with a Smaller Number
GEM-CAR offers different configuration options to suit your needs. For example, if you: if you start a system with the number 10,000 and want to enter invoices for the history with invoices 9900. To do this, follow a few simple…
237 views
Posted
1 year
ago
by
Bianca da Silveira De Amorim
Add a Job to My Calendar
Adding a job to the Calendar. First of all, you must have at least one job listed in the estimate. Once the job has been accepted by the customer via email, SMS or in person. Select a date using the…
230 views
Posted
1 year
ago
by
Olivier Brunel
End of Day Procedure
When you have finished for the day, you will need to complete your cash register closing so that the day can be accounted for. It's not mandatory to close every day, but as this is normally the case, we'll use…
229 views
Posted
1 year
ago
by
Olivier Brunel
Creating a New Client from the Point of Sale
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…
229 views
Posted
1 year
ago
by
Olivier Brunel
How to Create an Estimate
Two steps are necessary to create an estimate: 1) add jobs; 2) add pieces to your jobs. Why is there a white space in my Point of Sale? Well, It corresponds to the estimate of the entire job. Therefore, you…
226 views
Posted
1 year
ago
by
Olivier Brunel
How to Rename Jobs in the Point of Sale
In a dynamic work environment, job titles may need updates. This feature allows you to easily update job names within your Point of Sale. When creating an estimate, after entering the client and the desired products and/or services, click on…
224 views
Posted
1 year
ago
by
Olivier Brunel