You can register your suppliers so that they appear in your Point of Sale to start.
Go to the menu on the left, click on Suppliers > Internet Catalog > +Add.
In the Info tab, enter the following information to register a new supplier:
- Supplier
- Name
- Username
- Password
- Business code
- Margin (note that if no margin is written in this section, it will take the one associated by default with the category selected)
- Tags
- Category for parts
- Product for labor lines
- Line code category
- Destination Category for Parts with the Line Code category
Click on Save. You can also test if your credentials work by clicking on Test your credentials.
In the Options tab, you can select the options that will meet the needs of your business. The new window will show the following options:
- Automatic login: GEM-CAR will automatically log you in on your suppliers' website (it saves your time).
- Used by default: This supplier will be in evidence in your Point of Sale.
- Auto push to point of sale when reaching the cart page: It will automatically push the order onto your estimate.
- Auto close tab after pushed to Point of Sale: When the estimate is complete, it closes your suppliers page.
- Empty cart after transfer: It empties your cart once you leave the suppliers web site.
Select the option (or options) that meets your needs and click on Save.
Open the Point of Sale, add a client and click on Part(s), beside the button - Delete.
The next page will display the suppliers you have registered in your Internet Catalog. Click on the supplier you want to buy products from.
In this case, we chose Napa Canada and we were redirected to the Napa website.
Here, you can add the required parts by selecting the items you need.
Once you've selected the items, click on Send to GEM-CAR. You can choose to send it directly to GEM-CAR or preview it before transferring it to the estimate. This action will transfer the products' information to the estimate within the Point of Sale.
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