Understand the options in the "General Information" menu


The “General Information” menu options will be applied to all stations as opposed to the local configurations that will be applied locally for each station.



Although you can manually set an alphanumeric client number of 12 characters, with this option the system will assign a sequential number to the addition. If the user goes through the "Point of sale", and enters a non-existent 7 digit customer number, this number will be assigned by default as the customer number.

Note: the customer number must be unique.

( Option enabled by default )

By activating this option, the discount will be applied to the price of the item sold, as opposed to selling a part at the list price and then coming to apply a discount recorded in a different general ledger code.

( Option enabled by default )

Applicable to a distribution company, convenience stores that do not want clerks to change the descriptions of items inventoried or scanned in the "Point de Vente". Note that the addition of the product by the "Point of Sale" is also subject to this rule.

( Option enabled by default )

By activating this option, when a user adds a part to the “Point of Sale” whose product code does not exist in the code list, the system will ask for the cost to be entered.

( Option enabled by default )

In order to benefit from the series of inspection sheets that can be associated with a product code and filled automatically when printing the work order, you must subscribe to an optional plan. Additional fees may apply. Read more FAQ GEM-WORK

If the option is disabled, the cost of entering when adding an item to the Point of Sale will be hidden by *****.

( Option enabled by default )

By activating this option, when a user adds a part to the “Point of Sale” whose product code does not exist in the code list, the system will ask for the cost entry and then display a percentage to be entered that will calculate the seller. What is the difference between a margin and selling with an additional percentage profit on a coin 

( Option enabled by default )

Ability to change the name of the counter client ( FAQ )  ?

Whether it is a job selected in the "Point of Sale" or in the code inventory list, the planned duration of a job will be displayed in hundredth if the option is activated. So it will be 1.75 hour versus 1 hour and 45 minutes. Note: since the management of appointments is already subject to daily impondérables, the schedule of appointments is mounted to manage 15 minutes or 0.25 hundredth of an hour.

( Option enabled by default )

The scheduled duration of a job will be displayed as a hundredth in the calendar if the option is enabled. Thus it will take 1.75 hour versus 105 minutes (1 hour and 45 minutes).

Note: since the management of appointments is already subject to daily impondérables, the schedule of appointments is mounted to manage 15 minutes or 0.25 hundredth of an hour.

( Option enabled by default )

Since it is the responsibility of GEM-CAR users to make weekly backups, it is recommended that you do not enable this option unless the company has an automatic online backup system or on pre-programmed external hard drive. Note: by default the backup copy will be directed by GEM-CAR on a USB stick.

( Option enabled by default )

In order to exit custom reports of sales by categories, it is recommended to activate this option, otherwise all items will be automatically sent in the default category: «200» when they are created by the «Point de Vente»

( Option enabled by default ).

As soon as an item is added to an estimate via the Point of Sale, it is automatically added to the code list.

By activating this option, the user must select a parts catalog: an "SMS" file that must be on the server and accessible to the users. When an item that is not in the code list is added to the "Point de Vente", the system will ask the user if he wants to pick up the part from the catalogue. The external catalog will not weigh down the application and only the transferred parts could be added to the code list in inventory in the software. Note: A SMS file can hold 500,000 items without slowing down the system.

( Option enabled by default )

Prints the location associated with each item on the delivery note opened via the Point of Sale.

( Option enabled by default )


In order to disable the Postal Code Capture Mask in the Customer and Supplier Record to enable Ex Corporation International or US Digital Field Entry.

( Option enabled by default )

To allow additional entry of information specifically related to trucks.

By activating this function, the product code remains fully visible in the point of sale as well as in the history, but will only display the last 4 characters of the product code on the estimates and invoices


When the option is active GEM-CAR uses 12 hrs format. If the option is not active, GEM-CAR is using 24 hrs format.

( Option enabled by default )

 
When the option is activated and the user is about to create new customer, the focus will be directly on product number field in POS instead of vehicle information, when the option is not active.

When the option is active – “ESTIMATE” will appear in the upper right corner of each estimate.

( Option enabled by default )

When the option is activated the default measurement of mileage is KM. When it is not active, the default measurement of mileage is Miles.

( Option enabled by default )

When the option is activated the user can’t close an invoice without entering VIN number for vehicle. If there is no vehicle – for example counter customer, the user can close the invoice without entering vehicle information.

( Option enabled by default )

When the option is active GEM-CAR’s sales reports of jobs will have breakdown by department. The department appears in the selection of a job in POS when the option is activated. 

Note: By activating this option, you no longer need to split products for their use in various departments.

( Option enabled by default )

When the option is active, instead of the default time configured in the preventative maintenance entry, GEM-CAR will calculate the date of the next appointment according to the next mileage. 

Note: In order to do the calculation, GEM-CAR needs at least two closed invoices with mileage in the vehicle’s history.

( Option enabled by default )

When the option is active GEM-CAR shows 36 hours calendar instead of 24 hours.

When the option is active GEM-WORK inspection sheets will be displayed and then the user might choose to print them. If the option is not active, GEM-CHECK inspection sheet will be directly printed after the WO is visualized/printed.

When the option is active GEM-CAR will automatically generate non used tire storage #..

When the option is active GEM-CAR will automatically generate sequential work order numbers. If the option is not active GEM-CAR will use date tag for WO #..

( Option enabled by default )



When the option is active, GEM-CAR will automatically look in the database of 411.ca for the customer’s information when phone # is entered.

When the option is active, GEM-CAR will import the customer’s information found in 411.ca/411.com in upper cases.v2v

When the option is active, as soon as the user scans barcode – the item is added automatically to the estimate if match is found.

(Option enabled by default)

When the option is active GEM-CAR displays a validation message if the user is invoicing a customer without a home address.

(Option enabled by default)

When the option is active left-click on WO button in POS will directly print the work order, right-click will display it.

When the option is active left-click on display button in POS will directly print the estimate, right-click will display it..

When the option is active GEM-CAR performs an automatic search by VIN for vehicle info when Carfax or Napa are configured.

When the option is active, on startup GEM-CAR will check for new available versions. If there is a new available version, the GEM-CAR version bar will be red.

Link to FAQ – How to perform GEM-CAR update.

When the option is active GEM-Car automatically sends the estimate to the next step when there is started punch.

When the option is not active, when you change the quantity sold on the estimate, the planned time will be accordingly changed as well.



When the option is active GEM-CAR will show validation message that will notify the user that the minimum is reached, when the item is added to an estimate.


When the option is active, as soon as the technician starts punch on it, the job will be scheduled in the calendar and assigned to the technician. The technician’s initials will automatically appear in POS.



When the option is active and the user performs a partial search from POS by product number, the cost of the item will be displayed.

 

When the option is active GEM-CAR won’t ask for notes and messages on the invoice when the user is about to close an estimate to invoice.


When the option is active the user won’t be able to close an invoice with vehicle information (make, model, plate)  without entering VIN number.


When the option is active, the advisor's name of the advisor who created the invoice will appear on the estimate and the invoice.

When the option is enabled the user will be able to perform express end of day without choosing which invoices to be sent to archives and without verifying the reports first. 

FAQ – How to perform " End of day " procedure and why

When the option is active the user will be able to choose the category in which the new item will be added from POS while adding the item.


When the option is active GEM-CAR will automatically fill the fields for transmission and fuel type in vehicle file.


When the option is active GEM-CAR will import “First Name” and then “Last name” if the match is found in 411.ca/411.com databases.


When the option is activated the user will have to choose each time the category where the new item will be created.

 

When the option is active as soon as the user creates new vehicle from POS, basic preventative maintenance will be automatically assigned to that vehicle

FAQ – Preventative Maintenance 

When the option is active and the user performs left click, he will be redirected to purchase orders instead of the supplier invoice module. When he performs right click he will have a choice – Supplier search or “Supplier invoice module”.

When the option is active GEM-CAR will generate a unique sequential number for each new purchase order. When the option is not active – the number will be date tag and randomly generated unique number.

 Displays a message if a product has less than its minimum available quantity.

When the option is active quantity and unit price for jobs are not shown on the estimate – only total labour.

When the option is active the technician has to enter mileage, license number, vin and tire size in punch clock, otherwise, he is not allowed to proceed.

 Displays information on the core link to a specific item.

When making a purchase order for a specific work order, including the codes in the customer’s estimate.

Print the text of the personalized legal guarantee on the invoice. The warranty description can be adjusted in the "General Information" module.

Activate the use of the "Electronic Signature Pad". Please note that fees apply and the equipment used must come from V2V TECHNOLOGIES.

 Recalculate the time required following a change in the quantity of an item on an estimate.

 When the option is active, the mechanic’s information won’t be visible on the invoice.

Do not print the initials in the job description in the Point of sale.


When the option is active, GEM-CAR will re-calculate the selling price by applying the price matrix (if there is one for the category of the part).

Link to FAQ: How to build a price matrix based on cost?

When this option is active the user will be able to manage the inventory of multiple stores/repair shops under the same database. 

Link to FAQ: How to activate and use multi-location mode in GEM-CAR

Allows the grouping of labour time to download from the Internet from the ALLDATA site.

Note that the details of the jobs can be found in the note of the job. It is also possible to adjust the quantities before the transfer. Finally, if the option is not checked, the jobs selected in the grid will be transferred individually.

When the option is active, the vehicle information will be visible in the note in the calendar,
when the customer hovers the mouse over the appointment.



When the option is active, the line code will be visible on estimates and invoices


When the option is active, GEM-CAR will display a validation message for each account statement sent by e-mail.

When the option is active GEM-CAR will ask the user if the previous job is finished
before starting punch on another one (if the previous punch is still active).



When the option is active GEM-CAR will hide advertisement banners from estimates and
invoices.


When this option is active GEM-CAR team won’t receive error messages from your
GEM-CAR.


When the option is active, the note panel will always be visible and fixed in POS.
When the option is active by default, GEM-CAR will apply the discount on supplier invoices on the total amount (after taxes).


When the option is active transfers between different locations are allowed.


When the option is active and in POS there is opened estimate with a scheduled appointment for a different day (not today), when you click on the calendar you will be directly transferred to the day of the appointment.


When the option is active each estimate sent by e-mail will be automatically saved in the customer’s file. If the option is not active and the estimate is changed or deleted – the only proof and trace of the existence of the sent estimate will be in the “Sent” folder of the customer’s e-mail.

When the option is active GEM-CAR will display the exact amount of savings on the customer’s invoice.
When the option is active company name won’t be displayed on the work order

When the option is active sale prices will be calculated using a progressive price matrix.

Link to FAQ: How to create price matrix? / Setup price matrix

 When the option is active GEM-CAR will ask the user if he wants to perform EOD for payables.

Link to FAQ: 1. End Of Day 2. How to make end of day of payables

When the option is active, by default for each new customer “Calculate shop supplies” option in the customer file will be active. 

Link to FAQ:  How to configure, activate and use shop supplies?


When the option is active, GAS sales module will be available in POS.
 When the option is active the user can change the total sale price field directly. If the option is not active, the total price field is locked and the user can only change the unit price. Labour price total can’t be edited, only parts.

When the option is active, GEM-CAR will add + applicable taxes next to the subtotal of a job.

Note: Option 37 has to be active as well if the user wants to use this option.

When the option is active and you click on total while estimate with the kit opened in POS, items in the kit will be excluded from the profit margin calculation.

When the option is active, a new item will be automatically added to the default parts category and GEM-CAR won’t display the validation message “Do you want to add this item to the inventory?”.


When the option is active and the user switches to a monthly view of the calendar, each day will be green, yellow or red depending on the available time for other appointments in the day.

Link to FAQ: How to change the color code in the agenda 


When the option is active the import tool will reverse motor and cylinder fields. Recommended for importation with NAPA vin decoder.
When the option is active the user will be able to use GEM-CHECK digital inspection sheets.

Link to FAQ: GEM-CHECK Digital Inspection Module
 When the option is active as soon as the user hovers his mouse over the internet links, the menu will be expanded.

When the option is active, in punch clock the technician will see bill time, real-time and planned time for each job that he is working on.

When the option is active all GEM-CAR users will be able to use GEM-CHAT.

Link to FAQ: How to configure GEM-CHAT - live chat software in your SMS


When the option is activated, GEM-CAR will automatically change the resolution of the computer when the customer clicks on POS, so the window is bigger.


When the option is active GEM-CAR will automate and optimize the printer configuration for cloud users in case redirection numbers of the printers are changed

When the option is active GEM-SCAN will be available in punch clock, POS and inventory management.

Link to FAQ: How to activate and use GEM-SCAN - Version 13

Allow GEM-CAR to share customers' information with Sirius.

Link to FAQ: SiriusXM and GEM-CAR affiliate to offer a complimentary service to customers
How to activate and use Sirius?


When the option is active if the customer has both,  discount group and price level for a particular item/group, only the price level will be applied.