GEM-WORK

Accounting

• Reports
• Apply Lot Payments
• Close an Accounting Period
• Configure the Tax Numbers

Marketing

• Configure Marketing in the Client File
• Create a Missing Client Information Report
• Create Coupons in Marketing
• Understand the Benefits of the GEM-CRM Module in the Elite Version
• Find the Marketing Follow-ups

Initial Configuration

• Check the Minimum Technical Specifications
• Define the Default Unit of Measure to Imperial or Metric
• Access the Platform Using Your Email Address
• Make a Backup on AWS
• Enter the R.B.Q. Number to Add It to the Invoice
• Cancel the Subscription to GEM-WORK
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Basic Concepts

• 2% Fast Payment is 37% - Is it Financially Wise to Leverage Early Payment Discounts?
• Calculate the Profit Margin
• Change the Price of a Job in the Point of Sale
• Configure the Deposit for Parts Reservation
• Configure the Mailbox to Set Employees’ E-mail
• Configure Work Schedules for All Employees and Consultants
• See all 25 articles

Point of Sale

• Global
• GEM-LINKS
• Receive a Payment for an Account Receivable
• Hide or Expand Parts Associated with Jobs in an Estimate in the Point of Sale
• Generate a Delivery Note
• Change the Tax for a Single Product in a Sale
• Change the Order of Jobs
• Apply Finance Fee for Credit Card Payments
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Punch Clock

• Edit the Real Time on a Punch Clock
• Add Internal Jobs in the Time Control
• Differentiate the Time Calculations
• Generate a Time Control Report
• Measure the Performance of Technicians
• Use the Time Control

Calendar

• Change the Job Status: Color and Icon
• Change the Text Color of the Calendar
• Modify an Appointment in the Calendar
• Change the Business Hours in the Calendar
• Confirm Appointment in the Calendar
• Configure Unassigned as Default for All Jobs
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Sales

• Cash Register Closes
• Payment Methods
• Global

Purchases

• Manage Purchase Discounts
• Configure Parts to Be Ordered Automatically
• Generate Reports/Filter Purchase Orders
• Define an Automatic Quantity to Order for a Product
• Purchases with Double Verification
• Reverse a Purchase

Inventory

• Add a Category Without Taxes
• Configure the Inventory Calculation Method
• Create a Group Discount with a Price List
• Generate the List of Inventory Report by Category
• Add a Product Note to the Point of Sale and/or Work Order
• Adjust the Quantity of an Inventory Product
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Clients

• Track the Signature Status of a Document
• Add a Client's Name to a Business File
• Add a Contact to a Client's File
• Configure and Apply a Price List
• Send Batch Invoices to a Single Client
• Apply Administration Fees
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Suppliers

• Use Invoice Photo with the Help of AI
• Enter Supplier Invoices With or Without Photos
• Pay a Supplier by Creating a New Transaction
• Pay the Suppliers Via Apply Payments
• Generate or Print a Check to Pay Supplier Invoice(s)
• Duplicate a Purchase Made From a Supplier
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Human Resources

• Payroll
• Global
• User Account Management

Communications

• Message Center
• Configurations and Customization

Configurations and Customizations

• Global Informations and Options

Computer Fundamentals

• Act 25
• GEM-WORK Mobile App on Android