The initial configuration of the categories is an essential step since it provides:
- Good communication between operations and accounting. Accounting systems require general ledger codes for credits and debits, whereas for operations management, all you need is a good simple filing system (category).
- GEM-CAR programming through configuration (scroll-down menu with category types).
- By default, GEM-CAR will use the GL from the catogory if the product dosen't have is GL so that you don't have to configure GL code to all product
Configuration of the GL:
- So as not to enter a GL in each item and leave it only up to GEM-CAR users to enter a category by creating a product, GEM-CAR uses the category’s GLs by default. The GL configuration is essential to use any accounting software like Quickbooks.
Configuration of category types:
Part: Allows you to categorize the sale of parts.
Gas: Allows you to enter the total vs. units sold for the items from this category, includes taxes and details the gas taxes in the item’s notes.
Storage: Allows you to use several codes with different rates that automatically open the storage window.
Internal job: Useful for users of the timestamp integrated in GEM-CAR to add JOBS, such as waiting for part, cleaning up shop, etc.
Note: Allows you to create an operation code in which only the description will appear on the invoice.
-Go to "Inventory Management" / "Product/Job code management"
-Select a category.
-From the spy glass next to "Sales GL" or "Purchases GL" you can change the default GL account.
-To check under wich GL account it goes, or to make sure there is default category even though it was not assigned manually click on the spy glass right next to the category.
-In order to add/modify GL accounts go to "Inventory Management" / "Sales and Expense categories management".