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Customer Orders
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Customer Orders
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Customer Orders
Marlin Tyre and Mechanical Workshop Software contains a flexible module for handling complex customer orders. To add and edit customer orders, select Daily Activity > Customer Orders from the menu bar. The Customer Order window will open on ...
Updated on : 02 Apr 2024
Customer Credit Notes
Marlin Tyre and Mechanical Workshop Software uses credit notes to credit customers and reverse customer Invoices. To add and edit credit notes, select Daily Activity > Customer Orders from the Menu Bar. The Customer Orders module wil...
Updated on : 15 Sep 2023
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. T...
Updated on : 28 Aug 2023
Deposits
Marlin Tyre and Mechanical Workshop Software includes flexible functionality for taking deposits. Deposits are managed as part of customer orders, which can be accessed by selecting Daily Activity > Customer Orders from the Menu Bar. Depos...
Updated on : 07 Aug 2023
Trade-Ins
Marlin Tyre and Mechanical Workshop Software allows customers to trade in items for credit on customer orders. Only lot-controlled items with their Acquisition Method set to Second Hand/Trade-In can be added as trade-ins. Adding Trade-...
Updated on : 14 Sep 2023
Warranty Claims
Marlin Tyre and Mechanical Workshop Software processes warranty claims as part of customer and supplier orders. A warranty claim is first created as part of a customer order, where the customer may receive a refund. Once refunded, a claim fo...
Updated on : 15 Sep 2023
Job Cards and Sales Orders
Marlin Tyre and Mechanical Workshop Software enables detailed Sales Orders and Job Cards to be printed at any stage of a customer order. describe job card / sales order? Printing Job Cards and Sales Orders Daily Activity > Customer Ord...
Updated on : 09 Aug 2023
Customer Order Attachments
Marlin Tyre and Mechanical Workshop Software enables attachments to be added to customer orders. The Firebase integration partner must be configured and enabled before attachments can be added to customer orders. To enable the Firebase integra...
Updated on : 05 Jan 2024
Customer Order Comments
Marlin Tyre and Mechanical Workshop Software enables comments to be added to customer orders. Comments can be added to customer orders at any stage, prior to invoicing. Comments on Invoiced Bookings can be viewed but not added. Viewing Cus...
Updated on : 03 Jan 2024
Advanced Invoices
Marlin Tyre and Mechanical Workshop Software allows advanced invoices of multiple and partial customer orders. If enabled, the Advanced Invoices function can be used to partially Invoice a customer order (e.g. when an item is being back-orde...
Updated on : 09 Aug 2023
Bulk Dispatch
Marlin Tyre and Mechanical Workshop Software 's Dispatch function enables multiple customer orders to be invoiced at once. The Dispatch function invoices and notifies multiple customers at once and can be useful for online retailers and other b...
Updated on : 28 Nov 2023
Supplier Orders Within Customer Orders
Marlin Tyre and Mechanical Workshop Software enables supplier orders for necessary items to be quickly created from within customer orders. If there is not enough of an item available to fulfil a Confirmed customer order, its Quantity will b...
Updated on : 12 Sep 2023
Customer Order Bookings
Marlin Tyre and Mechanical Workshop Software enables customer orders created in the Customer Orders module to be linked to existing bookings in the Business Planner . Customer orders can be viewed, edited and linked to bookings using the Cus...
Updated on : 11 Oct 2023
Booking Comments
Marlin Tyre and Mechanical Workshop Software 's Business Planner enables comments to be added to any type of booking, prior to invoicing. Booking comments can be viewed by selecting the Booking and clicking on the Comments tab in the informat...
Updated on : 13 Sep 2023
Web Enquiries
Marlin Tyre and Mechanical Workshop Software can be set up to allow enquiries from company websites to be automatically imported into the Business Planner. Web enquiries can be set up to either be automatically added to the Business Planner ...
Updated on : 13 Sep 2023
Customer Follow-Ups
Marlin Tyre and Mechanical Workshop Software includes handy functionality for following up customer orders. Follow-ups can be added to any customer order for which a vehicle has been selected, as a reminder to contact the relevant customer at ...
Updated on : 14 Nov 2023
Document Delivery
Marlin Tyre and Mechanical Workshop Software enables invoices and other documents to be printed as PDFs or delivered directly via email or other networking integrations. Marlin currently supports the following document delivery methods: P...
Updated on : 29 Apr 2024
Standard Remarks
Marlin Tyre and Mechanical Workshop Software allows standard remarks to be added to customer orders, item packages and outward branch transfers. Standard remarks can also be linked with items so that they are automatically added to an order al...
Updated on : 12 Sep 2023
Attachments
Marlin Tyre and Mechanical Workshop Software enables attachments to be added to Customers and Customer Orders. Attachments added to customer orders can be viewed in the Attachments tab of all associated customer and vehicle master files. Att...
Updated on : 29 Apr 2024