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Customer Master Files
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 File modu...
Updated on : 12 Sep 2023
Customer Accounts
Marlin Tyre and Mechanical Workshop Software enables the creation of flexible customer accounts. If a customer has an account with a business, their account information can be added to the customer master file allowing transactions to be appli...
Updated on : 23 Apr 2024
Customer Account Payments
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 Customer ...
Updated on : 28 Aug 2023
Customer Statements
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 Statemen...
Updated on : 20 Mar 2024
Customer Pricing
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 > Cust...
Updated on : 11 Oct 2023
Merging Customers
Marlin Tyre and Mechanical Workshop Software enables the merging of customer information to help manage customer information. The merge process deactivates a selected customer within the Marlin system, and reassigns the records of their Custo...
Updated on : 19 Feb 2024
Customer Messages
Marlin Tyre and Mechanical Workshop Software allows customer messages to be sent from the Business Planner. Once enabled, messages can be sent to customers via SMS or Email at any stage during the booking process. Pre-formatted customer ...
Updated on : 18 Mar 2024
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 Sets
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...
Updated on : 28 Aug 2023
Vehicle Master Files
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...
Updated on : 19 Sep 2023