Customers

Marlin Tyre and Mechanical Workshop Software manages customers using the Customer Master Files. Customer Master Files can be accessed by selecting Master Files > Customers > Customers from the menu bar. The Customers Master Fil...

Marlin Tyre and Mechanical Workshop Software enables the creation of flexible customer accounts. If a customer has an account, their account information can be added to the customer master file allowing transactions to be applied to the accoun...

Marlin Tyre and Mechanical Workshop Software includes a flexible module for handling customer account payments. Payments toward customer accounts can be made by selecting Daily Activity > Customer Payments from the menu bar. The Custom...

Marlin Tyre and Mechanical Workshop Software contains a flexible module for generating customer account statements. To view and edit customer statements, select Reports > Customer Statements from the menu bar. The Customer State...

Marlin Tyre and Mechanical Workshop Software enables pricing preferences to be set for individual customers. Individual customer pricing can be controlled via their master file, which can be accessed by selecting Master Files > Customers >...

Marlin Tyre and Mechanical Workshop Software enables the merging of customer master files to help manage customer information. The merge process deactivates a selected customer within the Marlin system, and reassigns the records of their Cust...

Marlin Tyre and Mechanical Workshop Software enables customer messages to be sent from the Business Planner or customer order. Once enabled, messages can be sent to customers via SMS or Email at any stage during the booking process. Pre-...

Marlin Tyre and Mechanical Workshop Software 's customer message templates enable quick and customisable customer communication. Customer message templates can be viewed and edited by selecting System > Text Lists > Customer Message Temp...

Marlin Tyre and Mechanical Workshop Software 's customer follow-ups provide reminders to contact customers at a later date for further services. Follow-ups can be added to any customer order that has a vehicle selected for it . To view and...

Marlin Tyre and Mechanical Workshop Software 's document delivery sets determine the default ways to generate and deliver documents to various customers and suppliers. Once added, document delivery sets can then be applied to a customer or supp...

Marlin Tyre and Mechanical Workshop Software organises customer vehicle information using vehicle master files. Vehicles will usually be added to a Marlin system when taking customer enquiries and bookings via the Business Planner . Vehicle i...

Marlin Tyre and Mechanical Workshop Software 's Customer Portal provides customers with information about their orders and any relevant attachments. The Customer Portal can be accessed using links sent to customers along with Sales Orders and I...

Marlin Tyre and Mechanical Workshop Software enables the recording of specific customer communication preferences to help inform marketing communications and support Podium integration. Various customer communication types can be set up with...

Marlin Tyre and Mechanical Workshop Software enables the customer's history with the business to be imported and viewed within customer and vehicle master files. Once enabled, archived transactions can be viewed and edited by selecting System...

Marlin Tyre and Mechanical Workshop Software enables bad debts to be written-off and recorded using the Customer Orders and Customer Payments modules. If attempting to collect debts becomes impractical or futile, they are usually written off a...

Enterprise Feature This advanced, multi-company feature is only available as part of the Marlin Tyre and Mechanical Enterprise Management package. Marlin Tyre and Mechanical Workshop Software enables it...