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Set up an advisor who receives commission on sales?-FAQs
GEM-CAR software for auto repair shop | Car and fleet management GEM-CAR v15 : Your complete garage management solution in the cloud
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Set up an advisor who receives commission on sales?

 

+ - Create and edit your advisors Click to collapse

 


From the Main Menu, go to [Configuration] > [Security]:


 


  • Click on the spy glass (top-right) to open the «Maintenance of Users»,


  • Click on the spy glass (bottom-right) near the «Advisor : » to open the «Advisor Maintenance» window,


  • Here is the list of your possible vendors in GEM-CAR. If someone is not in this list, you will not be able to set it as a vendor.
  • To modify an existing advisor, select it, make the changes and click the disk to save.


To add another advisor to the list:
  • (1) Click the plus «+» sign,
  • (2) Enter a Number, Name, Telephone,
  • (3) Click the disk to save,
  • (4) Click the door to exit.

+ - Setup an advisor as a customer's vendor Click to collapse


Open a customer's file, from the [Customer Management] or the Point of Sale:

  • Go to the tab «Additional Information»,
  • At the bottom-left, go to «Vendor No, :»,
  • Click on the arrow to select a vendor from the list for this customer,
  • Enter a «Commission %»,
  • Click the spy glass to save.

+ - Commission sales report Click to collapse

Note: When setting a vendor for a customer, the commission will be also applied to past invoices.


From the Main Menu, go to [Reports] > [Sales]:



  • Select an Advisor,
  • Enter a period (Date from / Date to),
  • Enter a «Commision %»,
  • Choose «With taxes» or «Without taxes»,
  • Click the printer to display it on the screen,

 


 

Note: You can click the small printer (top-right) to print it.

 

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