Point of sale (POS)
- Customer ...
- Vehicle ...
- Agenda ...
- Work Order ...
- Inspection Sheet ...
- Estimate/quotation ...
- Invoicing ...
- Receivable ...
- Purchase ...
- Inventory ...
- Core and part return ...
- Signature Pad ...
- GEM-MECHANIC ...
- Document and picture ...
- Option and configuration
- How do I enter a tax included dollars amount on an item or product?
- How to have the Labour rate appear on the invoice (such as for CAA/AAA standards)
- How to change, modify or see the item cost on the POS window?
- How to know or indicate which technician(s) or mechanic(s) did the work on a specific job?
- How to mask or hide the cost and profit margin on the POS (Point of Sale) window
- Performing a return on a new, guaranteed or defective part via the point of sale - V7.0
- Sticking the white note box with the appointment details in the agenda - V7.0
- Reprinting a work order in the history - V7.0
- Use the “core” return or management module to generate a supplier purchase order - V7.0
- Color code used on estimates - V7.0
- Quick change of a product from POS - V7.0Quick change of a product from POS - V7.0
- Create a quick list of preferred items to add to an estimate in POS - V7.0
- Quickly remove an appointment from the calendar - V7.0
- Quickly change the duration of an appointment via the calendar - V7.0
- Managing how internal notes are displayed in POS, calendar and punch clock - V7.0
- View the punches of the technicians who worked on a job in an invoice in the history - V7.0
- View the internal notes for technicians who worked on jobs in an invoice in the history -V7.0
- View the memos of the items in an invoice in the history - V7.0
- Print a summary report of all the work done on a vehicle to have a quick overview
- Add a line code to a product created in the POS
- Print the work order for a job that is added in the point of sale
- Display color code that indicates that a parts inventory is less than the minimum, via the POS
- Display a message that indicates that a part in inventory is at its minimum via the POS - V7.0
- Put notes on a vehicle and see them in the POS - 7.0
- How to change the payment method of already created invoice?
- How to transfer or copy items from one estimate/invoice to another? / How to merge invoices?
- How to add money to your cash drawer during the day
- How to send account statements, estimates and invoices to different email addresses
- How to send an estimate or an invoice to multiple e-mail addresses
- How to print your labels for the next oil/belt change/service V6.0
- How to view the notes via the calendar V6.0
- How to send account statements by email – V6.0
- How to modify/adjust the cost price in your sales/history reports – V6.0
- How to change the date on an invoice / the date on the invoice is not the day’s date / post-dated
- How to conduct a quick part search by description and make a multiple selection
- How to enter an invoice for an inventory/stock purchase for the shop
- How to conduct a search using part of a product code or similar code
Cash register
- How to enter money in the cash register at the beginning of the day
- How to create a cash register
- Calculate the change to give back to the customer when invoicing
- How to activate/close your cash register at the end of the day
Inventory
- Creating job packages or kits
- Physical Inventory Entry
- Import or transfer customers from an Excel files. Ex; Export / Import from Simply Accounting
- How do I access the Job List or list of Job Codes?
- How to add a document to a specific work-order or job code. Ex: PDF file, image, plan, Excel or Word document?
- How to export a report to Excel or a PDF document
- How to print barcode labels
- Inventory transaction report - V7.0
- Consult a product’s transaction list and open the invoice or purchase order - V7.0
- Select several products to print the bar code labels with price - V7.0
- How to create a new category
- How to charge transport fee
- Importing part and inventory product from Excel or CSV Files
- Replacement/alternative part management – V6.0
- Creating products with sales prices based on the cost price matrix – V6.0
Suppliers
- How to retrace a supplier invoice for a warranty part via the customer’s history
- How to change the internet Login for your tire supplier. (ex. OK Tire, Unimax or other)
- How to set an automatic default profit margin when manually entering parts on the POS window
- How to receive/register and enter your purchases orders/invoices and core via the POS (Point of Sale) window?
- How to enter a payment from a supplier or print out a cheque
- Accounts payable analysis (CAP) and suppliers
- How to pay a supplier invoice, buy stamps/restaurant via the cash register-petty cash
- Purchasing via the POS and core management
- Configure the supplier cheque template according to your specifications - V7.0
- Manage the rental of tools or equipment according to a specific amount of time - V7.0
- How to record payments for a supplier paid by VISA and Mastercard
Customers
- How to register a payment on an account receivable customer?
- How do I print labels for the customer monthly statements?
- How to manage the Reminder Window? How to not send a Reminder to customers who have already come in?
- How to create Reminders?
- How do I credit an invoice or refund a customer?
- The AR (accounts receivable) code no longer functions correctly in the Point of Sale window
- How to set a credit limit for a customer?
- How to locate a specific invoice in a customer’s history
- How do I manage invoicing for customers with a fleet of vehicles?
- How to generate the age of accounts payable by supplier
- How to know if a vehicle’s preventive maintenance is activated
- How to verify and adjust your profit/margin on your estimate before presenting it
- How to change the client number
- Managing inactive customers and deleting them - V7.0
- Manage car rentals according to the vehicle’s mileage - V7.0
- Understanding the different letter reminder templates to re-contact customers - V7.0
- Activate the visual color labels in the POS that indicate the use of the customer's line of credit - V7.0
- How to create and activate preventative maintenance reminders by model
- How to transfer a vehicle/car from one customer to another
- The data from your sales reports is different even if the date ranges are the same.
Configuration
- How to configure security levels by user
- How to select or use Zip Codes and/or Postal Code?
- How to configure and print receipts on a coupon printer. Ex : for fuel sales.
- How to select the default or personal mileage units (Kilometres or Miles)
- How to include or change your logo in your invoice
- Understanding all configuration options in the « General information »
- How to change taxes: multiple taxes levels management
- Entering your SMTP address. E-mail estimates and invoices.
- How to change, add or modify payment methods (Ex; adding a new type of credit card)
- How to send the work order to be printed without previewing it on screen
- How to deactivate the postal code format to enter a zip code
- How to configure the body/text of an estimate email in english/french/spanish with a personalized signature
- How to change the time range for invoices displayed in history
- Displaying the discount so that customers can see the total before and after the discount and manage discount statistics - V7.0
- Modify the logo that appears on the delivery order packing slip - V7.0
- New options from the General information - V7.0
- How to activate and use your cash drawer?
- How to use Gift Cards / Rebate / Discount
- Wired vs Wireless Networking in the Shop
- How to run Team Viewer - Portable ?
- SQL initial Installation
- Updating Service Packs with Windows 8
- Updating Service Packs with Windows 7
- Updating Service Packs with Windows XP
- Minimum System Requirements
- Canadian Taxes: Which Province Charges Which Taxes & How Much?
- AVG is uninstalling GEM-CAR after accessing the 411, on line distributor
- Taxes configuration by customers
- Billing with insurance deductible for a commercial client who pays the taxes on the entire invoice
- Configuring GEM-CAR with Terminal Server
- Configuring the DYMO printer: Bar code labels on a sticker printer V6.0
- Configuring the Zebra printer: Oil change label stickers V6.0
- How to handle a customer's bad debts
- Printing individual labels for barcodes without a logo or price - V6.0