1 |
Automatic increments of client numbers: Enable this option to assign additional sequential numbers when adding customer numbers with fewer than 12 characters. In the Point of sale, if you input non-existent 7-digit customer numbers, GEM-CAR also assigns them by default as new customer numbers. |
2 |
Net amount distribution (without discount): Enable this option to apply discounts directly to selling prices. Disable it to sell items with the list price and then apply discounts using different ledger codes. |
3 |
Unlock changing an item’s description in the PoS: Enable this option to disallow advisors to change the descriptions of inventoried or scanned items in the Point of sale. New inventory items are also subject to this rule. |
4 |
Ask for cost input if item doesn’t come from the inventory: Enable this option to make GEM-CAR ask for cost prices when adding non-inventoried parts in the Point of sale. |
5 |
Use the GEM-WORK suite: Enable this option to use GEM-WORK. To benefit from inspection sheets associated with your products, subscribe to plan including GEM-WORK. |
6 |
Show cost at input: Enable this option to display cost prices when entering inventory items in the Point of Sale. Disable it to hide and replace them with asterisks. |
7 |
Input margin instead of a percent profit: Enable this option if you want GEM-CAR to ask for the cost and percentage for selling price calculations when adding non-inventoried parts in the Point of Sale for. |
8 |
Miscellaneous customer name editable: Enable this option to change customer names directly in the Point of sale without modifying customers’ profiles when producing estimates for walk-in clients. |
9 |
Display time for appointments in decimal: Enable this option to display the duration of jobs in hundredth in the Point of Sale and on the code inventory list. The format is then 1.75 hours instead of 1 hour 45 minutes. Since appointment management is already subject to daily imponderables, the appointment schedule is intended to use 15 minutes or 0.25 hundredth of an hour. |
10 |
Display time in the appointments schedule in decimals: Enable this option to display job duration in hundredth in the appointment schedule. The format is then 1.75 hours instead of 1 hour 45 minutes. Since the appointment management is already subject to daily imponderables, the appointment schedule is intended to use 15 minutes or 0.25 hundredths of an hour. |
11 |
Do not ask for backup upon exiting: This option disables the pop-up window asking for backup when exiting GEM-CAR. You shouldn't enable it unless your company has an automatic online backup system. |
12 |
Display and input category for items that are not registered in inventory: Enable this option if you want GEM-CAR to ask for category input when you create inventory items in the Point of sale. Disable it if you want to save all items automatically in the by-default 200 category. We recommend that you enable this option in order to produce personalized and accurate sales by category reports. |
13 |
Automatically save products to inventory: Enable this option if you want to automatically add new inventory items to the code list when you first add them to estimates in the Point of sale. |
14 |
Use the price list: Enable this option to use the price list. GEM-CAR will then ask for the importation of a price list in CSV format. |
15 |
Display the door number on the delivery slip: Enable this option to print the location of each inventory item on delivery slips created in the Point of sale. |
16 |
Do not check the format of postal codes: Enable this option if you want GEM-CAR to stop validating the format of postal codes to conform to the Canadian format in the customers’ and suppliers’ profiles. International or American postal codes will then be allowed. |
17 |
Display the "Truck" tab in the vehicle maintenance: Enable this option to add the Truck tab to the Vehicle maintenance window on which you can configure additional information specific to trucks. |
18 |
Display only the last 4 digits of product numbers on the invoice: Enable this option to shrink inventory item codes to 4 digits on invoices, but keep it to 6-digit elsewhere in the software. |
19 |
Use the product’s sort key in inventory search: Enable this option to add an advanced search field in the inventory item sheets. When entering information in this field (complete or partial) while adding inventory item codes on estimates, the search-by-sorting key then becomes active. If your inventory is voluminous, you may experience delays or slowdowns. |
20 |
Use a 12hrs clock instead of 24hrs: When this option is enabled, GEM-CAR displays the time in the 12-hour format (1:00 to 12:59 with a.m. and p.m.) instead of 24 hours (0:00 to 23:59). |
22 |
Distribution company (no vehicle management): When this option is enabled, GEM-CAR allows adding inventory items without entering or creating vehicles while producing estimates in the Point of sale. |
23 |
Display "Estimates" on estimates: When the option is enabled, “ESTIMATE” appears on the right upper corner of estimates. |
24 |
In the vehicle management window, use KM instead of miles by default: Enable this option if you want GEM-CAR to use kilometers as the default measurement when creating vehicle profiles. Disable it to use miles instead. This parameter is configured individually for each vehicle and can be modified at any moment. |
25 |
Mandatory Vehicle’s ID number input: Enable this option to make VIN entry mandatory to close invoices. For customers without vehicles, invoices can be closed without entering a VIN. This option doesn't affect estimates, appointments and work orders. |
26 |
Use job types by department: Enable this option to show departments associated with jobs in the Point of sale. It also adds options for creating sales reports sorted by department. It removes the need to split products to use them in various departments. Thus, only one inventory item is necessary and the sale is attributed to the department to which the job is associated. Items sold without being associated with jobs are excluded from sales by department statistics. |
27 |
Activate manufacturer’s preventative maintenance: Enable this option to add the OEM’s preventative maintenance tab in the Vehicle management window and configure preventative maintenance grids for vehicles. You can then produce preventative maintenance reports from the Point of sale if preventative maintenance is activated in the vehicle’s profile. GEM-CAR also calculates the date of the next appointment according to mileage instead of the default time configured in the preventative maintenance entry. To do the calculation, it needs at least two closed invoices with mileage in the vehicle’s history. |
28 |
Remove "2 invoices required" for base preventative maintenance: If you want GEM-CAR to produce precise estimations of annual mileage, vehicles must have at least two closed invoices in their history. Enable this option to disable this prerequisite and allow preventative maintenance management for customers on their first visit. However, the calculation of the next appointment date will be less precise because it's now based on time intervals only and doesn't take into account the mileage anymore. |
29 |
Use the cash drawer: This option enables the GEM-CAR cash drawer. |
30 |
Show the Appointment window in 36hrs mode: Enable this option if you want GEM-CAR to lengthen the calendar time slot ranges and show 36 hours instead of 24 hours. This option makes it easier for you to make appointments for repair shops with evening and night shifts. |
31 |
Display GEM-WORK on screen: Enable this option to display GEM-WORK inspection sheets onscreen. You can then print them or not. Disable this option to directly print them after a work order is visualized or printed. |
32 |
Automatic number for storage: Enable this option if you want GEM-CAR to automatically generate new tire storage numbers when creating new tire storage sheets. If you disable it, customers can manually inscribe a unique number based on the tag or the storage sheet. |
33 |
Sequential work order number: Enable this option if you want GEM-CAR to automatically generate sequential work order numbers. Disable it to use date tags to generate work order numbers instead. |
34 |
Mandatory GL number: Only enable this option if you use an accounting bridge or if you export data to an accounting software. Ledger numbers will be mandatory for transactions. Several pop-up validation windows will be activated as reminders. |
35 |
Import client information from 411: Enable this option to activate the 411 integration. You can then search with phone numbers in the Customer management window and import information about names, addresses and phone numbers. |
36 |
Import info from 411 in upper case: Enable this option if you want to import the information from the 411 service in upper case. |
37 |
Display subtotal of each job on estimates and invoices: When this option is enabled, subtotals for each job is displayed on estimates and invoices. |
38 |
Automatically add scanned items from the punch window: Enable this option to automatically add inventory items to estimates and work orders as soon as barcodes are scanned. To add multiple items simultaneously, scan barcodes corresponding to the quantity, to the asterisk (*) and then the item. |
39 |
Display a warning when charging a customer that has no address: Enable this option if you want GEM-CAR to warn you when invoicing a customer for whom no address is configured in the customer profile. |
40 |
Reverse the clicks on the work order button: Enable this option if you want to left-click the F11 W/O (work order) button of the Point of sale to directly print work orders and right-click on it to display them onscreen. |
41 |
Reverse buttons for estimate display: Enable this option if you want to left-click the F3 Display button in the Point of sale to directly print estimates and right-click it to display them onscreen. |
42 |
Activate the VIN Internet search: This option enables the VIN decoder feature of GEM-CAR. You can then import information about vehicles using the CARFAX database. |
43 |
Check if a new version of the application is available: Enable this option if you want GEM-CAR to check for update when starting up. When updates are available, the GEM-CAR version bar will turn to red on the main screen. |
44 |
Follow punch clock on reports: This option enables additional validation pop-up windows notably concerning transitions of work orders and the punch clock. |
45 |
Do not use the required time for jobs in the inventory: Enable this option if you want new jobs to have a default planned duration of one hour in the Point of sale. |
46 |
Display the estimate title label: This option enables additional fields to sort estimates, notably for the estimation search grid. |
47 |
Send the estimate to the next work step when punching in: Enable this option to transfer estimates to the step associated with work orders as soon as tasks are punched in the punch clock. |
48 |
When changing the quantity of sold time, do not change the planned time: By default, when you modify the invoiced job quantities, the planned time for appointments also changes proportionally. This can cause management conflicts in the calendar. Enable this option if you don't want the duration of planned jobs to change in the calendar anymore. |
49 |
Show message when an inventory part reaches it’s minimum: Enable this option if you want GEM-CAR to warn you when adding parts to estimate for which the availability is inferior to the minimum. The minimum is reached when the on-hand quantity less the reserved quantity is inferior to the configured minimum quantity. |
50 |
Schedule appointments without scheduled time in the punch window: Enable this option to allow technicians to scan barcodes on work orders. GEM-CAR will assign the jobs to their time slots automatically. The technicians’ initials will also show on invoices. This can be useful to generate statistics and also applies to repair shops that don't use the calendar. |
51 |
Round time for scheduled appointments: Enable this option if you want GEM-CAR to round the appointment time slots to 15 minutes. This is intended to avoid creating conflicts in the calendar if there are free slots. However, this practice may not be convenient for repair shops concerned about validating their performance statistics for allocated time. |
52 |
Display cost prices in the quick inventory search: Enable this option to display the cost price of inventory items when performing a search with product numbers in the Point of sale. |
53 |
Do not automatically schedule appointments in the Point of sale: Enable this option if you want GEM-CAR to stop automatically assigning jobs added to estimates in the calendar. A pop-up window will show and you'll have to choose whether or not to schedule the job. This way, you can avoid filling the schedule grid with jobs that will not be sold. |
54 |
Do not ask to add a message to the invoice before invoicing: Enable this option if you want GEM-CAR to stop asking to add notes or messages when generating invoices from estimates. |
55 |
VIN number is mandatory for invoicing: Enable this option to disallow closing invoices containing information about the vehicle (make, model, plate) without entering a VIN. You should enable this option in provinces or states in which VINs are mandatory on invoices. |
57 |
Show advisor names on the invoice: Enable this option to show the name of the advisors who crated estimates or invoices on the left upper corner of these documents. |
58 |
Enable express end-of-day procedure (only available if no accounting software is configured): Enable this option to add a storm button in the end-of-day procedure window. Select it to perform an express end-of-day procedure that selects all invoices and bypasses the report verification step. |
59 |
Enter categories in a text box when adding a new product in the Point of sale: Enable this option to replace the category selection drop-down menu with a field. You must then enter a category when adding new items in the Point of sale. |
60 |
Default values for vehicle creation (Automatic/Manual, Gas/Diesel, etc.): Enable this option if you want GEM-CAR to automatically fill the fields for the transmission and fuel types in the vehicles’ profiles. |
61 |
In the 411 importation: import the customer name (first name, last name) instead of (last name, first name): By default, GEM-CAR imports names from the 411 service in the last name + first name order. Enable this option to invert this order. |
62 |
Do not use a default category in the drop-down list when creating a new product from the Point of sale: Enable this option if you want GEM-CAR to stop suggesting the default category when adding parts. If you enable this option, the category must be chosen using the drop-down menu. This is intended to avoid always choosing the 200 category. |
63 |
Allow adding preventative maintenance while creating a vehicle from the Point of sale: Enable this option if you want a pop-up window asking for enabling the default basic preventative maintenance for vehicles as soon as you begin creating new vehicle profiles in the Point of sale. |
64 |
Display the scheduled dates for appointments on estimates. The date and time are required: Enable this option to show the appointment dates on estimates. Thus, estimates can be given to customers as appointment confirmations. |
65 |
The mouse left click on the purchase button in the POS displays the purchase window (right click = reception): By default, left-clicking the Purchases button in the Point of sale displays the Receive parts with invoices window. This option makes the Purchases window display instead. It also makes the Receive parts with invoices window available in the contextual menu. |
66 |
Use a sequential invoice number for the purchase window: Enable this option if you want GEM-CAR to generate unique sequential numbers for new purchase orders. If you disable it, the numbers are based on date tags and are randomly generated unique numbers. |
67 |
Check if the inventory quantity is sufficient in the item list of the Point of sale: Enable this option if you want GEM-CAR to warn you if a product reaches a quantity which is less than its minimum available quantity. |
68 |
Hide the quantity and unit price of jobs on the invoice: Enable this option to hide the quantity and unit price columns for jobs on estimates. Only the total labor will show. This practice should be validated in accordance with the laws and regulations of provinces and states. |
69 |
Mandatory entry of mileage, license number, VIN and tire size in the punch clock window: If you enable this option, technicians must enter the mileage, license number, VIN, and tire size in the Punch clock. Otherwise, procedures cannot continue. |
70 |
Use line code: Enable this option if you want GEM-CAR to display information about cores related to specific items. |
71 |
When making a purchase order for a POS estimate, include the core in the client’s estimate: Enable this option to show the cores corresponding to purchase orders for work orders or estimates printed for customers. |
75 |
Hide the bay’s initials on the invoice: Enable this option to hide the technician’s initials configured in the Work bay / technician management window on invoices. |
76 |
Recalculate the selling price with the price matrix when receiving a part for which the price has increased: If you enable this option, when receiving parts for which the price has been modified, GEM-CAR recalculates the selling price using the configured price matrix. |
77 |
Activate the multi-location mode in inventory: Enable this option to manage the inventory of multiple stores or repair shops using the same database. |
78 |
Regroup labor imported from internet: Enable this option to group labor time when downloading from the ALLDATA website. Details of jobs can be found on the notes related to jobs and it is possible to adjust the quantities before the transfer. If you disable it, the selected jobs on the grid transfer individually. |
79 |
Display vehicle information in the calendar in the first memo line: Enable this option to show the vehicle information on the notes in the calendar when you hover the mouse over appointments. |
80 |
Display line code on the invoice: Enable this option to show the line codes on estimates and invoices. |
81 |
Display a confirmation message after sending each account statement email sent: When this option is enabled, GEM-CAR asks you to validate each account statement sent by email. |
82 |
Ask if the current job is done when starting work on another appointment: Enable this option if you want GEM-CAR to ask if the previous job has been completed when technicians try to punch another job and the previous one is still active. |
83 |
Do not display advertisements on estimates: Enable this option to hide advertisements on estimates even if advertisements are configured for invoice models. |
84 |
Do not send error reports to the development team: Enable this option if you want GEM-CAR to stop sending messages and data concerning errors and bugs to the development team. |
86 |
Always show the note panel in the Point of sale: Enable this option if you want the note panel to always show in the Point of sales. |
87 |
In the Point of sale, do not lookup a VIN number if the base vehicle information is present: Enable this option if you want GEM-CAR to stop searching for the VINs in the Point of sale if the basic information is already in the vehicle’s profile (brand, make, year, color, etc.). |
88 |
Apply the discount on complete supplier invoices: Enable this option to apply discounts to the total amount after taxes on supplier invoices. |
89 |
Use the inventory movement in the multi-location mode: Enable this option to allow inventory item transfers between different locations. |
90 |
Open the calendar on the date of an estimate’s appointment: If you enable this option, when an estimate is open with a scheduled appointment for another day, selecting the calendar will redirect you to the day of the appointment. |
91 |
Use the date and time of arrival and departure of the customer instead of the 'Customer has arrived' option: Enable this option to enter the date and time of arrival and departure for customer appointments. This option replaces the "The client has arrived" option. |
92 |
Save a copy of estimates sent by email: Enable this option to automatically save each estimate sent by email in customer profiles. If you disable it, the only trace of this estimate can be found in the “Sent” folder of your email account. |
93 |
Do not use the monthly odometer to recalculate the preventative maintenance: Enable this option if you want GEM-CAR to stop using the monthly mileage to calculate appointment dates for preventative maintenance. |
95 |
Automatically create reminders when adding preventative maintenance: Enable this option if you want GEM-CAR to automatically create reminders when adding preventative maintenance. |
96 |
Display the total of discounts on the invoice: Enable this option to display exact saving amounts on invoices. |
97 |
Enter the name of the signatory: If you enable this option, when estimates and invoices are signed with an electronic signature pad, you can either enter and display the name of the signatory or hide it. |
98 |
Do not display the company name on the work order: Enable this option to hide company names on work order. |
99 |
Progressive price matrix: Enable this option to calculate sale prices with a progressive price matrix. |
100 |
Do the end-of-day procedure for the purchases: Enable this option if you want GEM-CAR to ask whether or not to perform the end-of-day procedure for payables. |
101 |
Activate the shop supplies automatically for new customers: Enable this option to configure new customer profiles to automatically add shop supplies to invoices. |
102 |
Display creation date on the invoice: Enable this option to show the estimate creation dates on invoices on the top left corner. |
103 |
Quick gas sales: Enable this option to add the gas sales module in the Point of sale. |
104 |
Allow modifying the total field in the Point of sale: Enable this option to allow changing the value of the total sale in the price field directly. If you disable it, the field is locked and you can only change the unit price. You can only modify the total labor price for parts. |
105 |
Automatically change the selling quantity of an appointment for the Timestamp window: Enable this option to replace the appointment planned time on estimates and invoices by the real punched time by technicians in the Punch clock. |
106 |
Display "+ applicable taxes" in the job subtotal on the invoice: Enable this option to add the "+ applicable taxes" message for sub-totals on invoices. |
107 |
Exclude items from a kit in the current margin window: Enable this option to exclude inventory items in kits from the profit margin calculation in the Point of sale when clicking on totals. New items are automatically added to the default part category and GEM-CAR doesn’t show the validation message. |
108 |
Automatically add non-existent items from the point of sale: If you enable this option, when you add new items to estimates, they will also always be added to the inventory. If you disable it, GEM-CAR will ask you before adding items to the inventory. You can't enable this option and option 125 simultaneously. |
109 |
Use color codes to indicate the availability in the calendar: If you enable this option, when you switch to the monthly view in the calendar, days are green, yellow or red depending on appointment availability on this day. |
110 |
Reverse motor and cylinder fields when importing with a VIN: If you enable this option, the import tool reverses the Motor and Cylinder fields. We recommend that you activate this option if you import data using the NAPA VIN decoder. |
111 |
Use GEM-CHECK: Enable this option to activate the GEM-CHECK digital inspection module. |
112 |
Display Internet links: If this option is enabled, when you hover the mouse over Internet links, menus expand. |
113 |
Display the technician time in the punch clock: If you enable this option, technicians see billing times, real times, and planned times for each job they are working on in the Punch clock. |
114 |
Use GEM-CHAT: Enable this option to activate the GEM-CHAT module. |
115 |
POS auto full-screen mode: If you enable this option, GEM-CAR automatically changes the screen resolution to enlarge the window when you open the Point of sale from the GEM-CAR main menu. |
116 |
Use cloud printing: If you enable this option, GEM-CAR automates and optimizes the printer configurations for cloud set-ups if the printer redirection numbers changed. |
117 |
Use GEM-SCAN: Enable this option to activate the GEM-SCAN module. |
118 |
Mandatory entry mileage in the POS: Enable this option if you want GEM-CAR to warn you if you try to invoice customers without entering the vehicle mileage. GEM-CAR won't let you enter an entry mileage that is higher than the exit mileage. |
119 |
Activate Sirius transfer: Enable this option to allow customer and vehicle information sharing between GEM-CAR and Sirius. |
120 |
Do not use discount with price levels: Enable this option to only apply the price levels if you configure both discount groups and price levels for a single item or group. |
121 |
Transfer sizes as products # for Costar 2: Enable this option to import tire sizes as product numbers from GEM-LINKS using the Costar 2 template. |
122 |
Use the .NET module to send emails: Enable this option to activate the .NET email module. |
123 |
Use the adjustment window for inventory adjustments: Enable this option to open the Adjustment window when selecting the fields to adjust quantities in the Product/Job code management widow. |
124 |
Use the .NET module to send SMSes: Enable this option to activate the .NET SMS module. |
125 |
Don’t add new items automatically to inventory and disable validation message: If you enable this option, when you add new items to estimate, they will never be added to the inventory and will show in red in the Point of sale. If you disable it, GEM-CAR will ask you before adding them to the inventory. You can't enable this option and option 108 simultaneously. |
126 |
Use the GEM-CAR server to send emails: Enable this option to use the simplified email configuration and send emails using the GEM-CAR server. |
127 |
Activate CARFAX .NET: Enable this option to activate the CARFAX integration. If you disable it, GEM-CAR uses the NAPA VIN decoder. |
128 |
Hide prices of items in Proposed and rescheduled: Enable this option to hide the item prices on estimates in the Proposed and rescheduled step. |
129 |
Use the .NET calendar: Enable this option to use the GEM-CAR 2022 calendar. If you select the Calendar button in the Point of sale, GEM-CAR 14 will transfer appointment, work order and job data to GEM-CAR 2022. |
130 |
Round off the total amount to 0 or 5 cents when invoicing when the payment method is CASH: Enable this option to round cash payments to 0 or 5 cents in the Receive payment window. |