Configure Auto Integrate

Note: this function requires the GEM-LINK module.

Configuring Auto Integrate involves several key steps to ensure seamless data synchronization across the platforms. Follow the next steps to configure and use Auto Integrate with your GEM-CAR.

To create a new client, in the Point of Sale, you can click on the red + on the Client menu.

Insert the following information:

• Code
• Name (in our example, we chose Element fleet management corp.)
• Address
• Mode: business

Click on Save.

In the Point of Sale, click on edit the client, on the icon above the name of the client. 

Search for the box Bill to and choose Element fleet management. Click on Save.

Back to the Point of Sale, after adding the products and services the client needs, click on the button Auto Integrate, on the bottom left, near the button Part(s).

If the button is not showing, you must add it to your catalog. To do this, click on Suppliers > Internet Catalog > +Add.

Insert the following information:

• Supplier
• Username
• Password
• Category for parts

Click on Save.

Next, click the Options tab, select the “Used by Default (Button in POS)” option, and click Save.

If everything is right, click on the button Auto Integrate (in the Point of sale), and it will show a window with some information. Check if the data is correct: 

• The name of the person who created the sale
• The invoice number
• The note on the job (for example, internal note)

Click on Next.

In the next window, select the products and services required by the customer.

Assign a unit value, quantity and then click on Confirm. 

The products will be listed on the next page and it is possible to make changes using the Edit and Remove buttons on the left of each item.