---
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

**Marlin Tyre and Mechanical Workshop Software** 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.

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

## 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.

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

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.

          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.

          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.