GEM-CAR FAQ

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Clients

Creating a New Client

To make a sale, you must first create a client and, to avoid duplicates, it is essential to first check if the client exists. In the main menu on the left of the application, click on Clients > Clients. Search…
275 views Posted  7 months  ago by  Olivier Brunel
Clients

Adding a Group Discount to a Client's File

For a client to have a Group Discount every time he returns to you Point of sale, add the Price list to his client file. Go to the client's file: go to the left main menu: Clients > Clients >…
213 views Posted  7 months  ago by  Olivier Brunel
Clients

Indigenous Client: Modify Tax Rules

In Canada, under certain circumstances, Indigenous peoples may be exempt from paying GST/HST. For more details, refer to the GST/HST and First Nations Peoples webpage. To apply the tax exemption for eligible customers in GEM-CAR, follow these steps: In the…
140 views Posted  7 months  ago by  Olivier Brunel
Clients

How to Handle a Customer's Bad Debts

If you wish to add a bad debt to a partially paid invoice, refer to option 2. Option 1 is recommended if you wish to recover your taxes on a bad debt. Step 1: Crediting an invoice By reversing your…
139 views Posted  7 months  ago by  Olivier Brunel
Clients

How to Use a Small Customer Number vs 999923232 Digit

To change the long codes generated by the system, follow these steps: 1. Click on Configurations > Configurations. In the Global tab, look for the option Automatically generate codes in clients and uncheck the box. Then click on Save. 2.…
136 views Posted  7 months  ago by  Olivier Brunel
Clients

Fill in the Client's Field

Is the Client field complicated to fill? GEM-CAR provides three options to select a customer to create the estimate. Option 1: quick search The quick search consists of typing in the customer's number, phone number, license or the first few…
136 views Posted  7 months  ago by  Olivier Brunel
Clients

Add Spouses or Children Under one Personal Contact

There are two possible methods for associating the spouse and/or children with another client. 1. It is possible to create the first contact, the father for example, like a company, and associate the other contacts with it. See Add a…
116 views Posted  7 months  ago by  Olivier Brunel
Clients

Add a Customer Name to a Business File

From the left main menu located on the left of the application, click on Clients > Clients. Select the business if it already exists.ORCreate a new folder for the company by clicking +New. Make sure that the selected Mode is…
112 views Posted  7 months  ago by  Olivier Brunel
Clients

Send Invoices in Batches to a Single Customer

If you have already invoiced your sales and wish to send a batch of invoices to a customer, in the left menu, click on Clients > Clients. Then, in the list of clients, click on the client to whom you…
89 views Posted  5 months  ago by  Bianca da Silveira De Amorim
Clients

Access the History of E-mail Exchanges for a Specific Client

To access the history of e-mail exchanges with your clients, you need to configure your IMAP e-mail account in GEM-CAR. E-mails that have passed through our servers will then be displayed in your customer files. To view the history, go…
89 views Posted  5 months  ago by  Bianca da Silveira De Amorim
Clients

Finding the Client's File

There are a few ways to find the client's file: 1. In the main menu on the left of the application, click on Clients > Clients. Search for existing client Before creating a new client, it's crucial to verify if…
15 views Posted  1 month  ago by  Bianca da Silveira De Amorim
Clients

Terms of Sale Agreed with the Client

To check the terms related to the client, click on Clients > Clients. Select the client you want. The Terms tab contains the sales terms that you have agreed with the client, or that you have decided to grant him/her.…
15 views Posted  1 month  ago by  Bianca da Silveira De Amorim
Clients

Membership Management (e.g. CAA)

GEM-CAR lets you manage your customers' memberships (e.g. CAA). To enter the data for your CAA clients, from the Clients > Clients window. In the Info tab, fill in the following information: Club number) Expiration date Click on Save.
15 views Posted  1 month  ago by  Bianca da Silveira De Amorim
Clients

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