---
title: "Customer Order Types | Marlin Orders"
slug: "customer-order-types"
description: "Learn about Customer Order Types in Marlin Tyre and Mechanical Workshop Software by Megabus"
updated: 2023-08-28T03:40:16Z
published: 2023-08-28T03:40:16Z
canonical: "help.megabus.com.au/customer-order-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Order Types

{{variable.Marlin bold}} allows different customer order types to be set up to suit different situations.

To view or edit customer order types, select **System > Customers > Customer Order Types** from the menu bar.

<ss title="Marlin Tyre and Mechanical Workshop Software Customer Order Types Menu" alt="Marlin Tyre and Mechanical Workshop Software Customer Order Types Menu">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28574%29.png)</ss>

The Customer Order Types Search window will open, showing a list of Active customer order types.

<ss title="Marlin Tyre and Mechanical Workshop Software" alt="Marlin Tyre and Mechanical Workshop Software">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28575%29.png)</ss>

 

## Adding Customer Order Types
#### System > Customers > Customer Order Types

To the top-right of the Customer Order Types Search list, click on the **Add** action button.

<ss title="Marlin Tyre and Mechanical Workshop Software Add Button" alt="Marlin Tyre and Mechanical Workshop Software Add Button">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28576%29.png)</ss>

The Customer Order Types window will open on the **Details** tab, which contains a form for creating a new customer order type.

<ss title="Marlin Tyre and Mechanical Workshop Software Customer Order Type Details" alt="Marlin Tyre and Mechanical Workshop Software Customer Order Type Details">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28577%29.png)</ss>

In the **Name** textbox, enter the name of the new customer order type.

In the **Sort Order** textbox, enter a number to prioritise the customer order type in the Select Customer Order list, when adding customer orders.

:::(Info) (Note)
Customer order type. with lower **Sort Order** values will appear higher in the Select Customer Order list, with "1" at the top.
:::

Use the **Default Status** drop-down menu to select whether the new customer order type is a Quote or Confirmed order:

* Items added to **Quotes** will not be reserved and will be available to add to other customer orders, until the order is confirmed.

* Items added to **Confirmed** orders will have their available quantities reduced.

Use the toggles below to configure the customer order type:

* Ticking **Reversal** creates a credit note order type that will credit customers and bring items into availability.

* The **Consignment Out**, **Validate Reporting Categories** and **Recurring** functions have not been implemented yet and their selection (or deactivation) will not affect the customer order type.

:::(Info) (Note)
When adding a new customer order type, the **Validate Required Reporting Categories** checkbox will be ticked by default but will not affect the behaviour of the order type. It can be unticked or left ticked without affecting anything.
:::

Leave the **Active** checkbox ticked to enable the new customer order type within the Marlin system.

To save the customer order type and return to the Search list, click on the **Save** action button to the top-right of the details tab.