---
title: "Feature Highlights | Marlin Inform"
slug: "feature-highlights"
description: "Learn about Feature Highlights in Marlin Tyre and Mechanical Workshop Software."
updated: 2026-05-26T05:19:15Z
published: 2026-05-26T05:19:15Z
canonical: "help.megabus.com.au/feature-highlights"
---
> ## 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.
# Feature Highlights
{{variable.Marlin bold}} is regularly updated with new features to enhance user experience and improve workshop management.
Below is a list of all the notable new features and capabilities introduced in each new version.
To find out more and take full advantage of these new features, {{variable.SupportTeam}}.
## Marlin 5.2.0
**Released:** 28/5/26
### External Fleet Work
**BLUE-37464 – Fleet Owners:** Added support for External Fleet Owners.
**BLUE-37561 – Fleet Credits:** Added Fleet Credits module.
**BLUE-37564 – Reporting:** Added Fleet Credits report.
**BLUE-37560 – Reporting:** Added Pending Fleet Credits to Subledger Reconciliation Reports.
Marlin now supports **external fleet work**, enabling fleet jobs to be recorded and fleet credits received from suppliers to be matched against completed work.
Fleet jobs are recorded as **customer orders against fleet customers**, generating a pending fleet credit balance against the relevant supplier.
Credits received from the fleet company are recorded as supplier credits and matched against the original fleet deliveries using the new **+Fleet Credit** button in the supplier credit order details window.
Fleet activity can be monitored using the **Fleet Credits Report** and the **Fleet Activity** tab in the Transaction Explorer.
See the [External Fleet Work](/workshop/docs/external-fleet) help guide for further information.
### Bank Reconciliation Search
**BLUE-7451 – Bank Reconciliation:** Added search function.
You can now search for specific transactions by clicking on the **Search** button to the top-right of the Bank Reconciliation list.
The Bank Reconciliation columns can now also be [configured](/workshop/docs/configuring-columns) like other modules, providing customisable transaction lists.
See the [Bank Reconciliations](/workshop/docs/bank-reconciliations) help guide for further information.
## Marlin 5.1.13
**Released:** 29/10/25
### Document Message Templates
**BLUE-8442 – Document Message Templates:** Added document email templates.
>make a video
Marlin now enables **default email templates** to be configured for each document type.
Multiple templates can be created for each document type, with **dynamic variables** used to insert information such as invoice numbers or customer names.
To configure templates, select **System > Document Delivery > Document Message Templates** from the menu bar.
See the [Document Message Templates](/workshop/docs/Document-Message-Templates) help guide for further information.
:::(Warning) (Note)
**Default email templates** with a subject and body have been provided for all document types that can be emailed from Marlin:
* If a subject has already been configured for a document type it will be **automatically migrated** to the new templates as part of the 5.1.13 upgrade.
* Companies without pre-configured subjects will be assigned the **default templates**.
:::
:::(Info) (Note)
As part of this enhancement, the [Document Delivery Sets](/workshop/docs/document-delivery-sets), [Document Template Overrides](https://help.megabus.com.au/docs/reporting-category-job-cards#associating-customers-with-job-card-categories) and [Customer Message Templates](https://help.megabus.com.au/docs/customer-message-templates) modules have also been collected under the new **Document Delivery** section in the **Systems** menu.
:::
### Megabus Hosted Email
**BLUE-7874 – Hosted Email:** Added hosted email functionality.
Marlin can now send emails directly through the **Megabus Hosted Email** service.
This enables reliable delivery across all branches without requiring custom email server configuration.
All messages are sent from the **mail.myvehicle** email address, with your business name and email used for the From and Reply-to addresses
See the [Hosted Emial](/workshop/docs/hosted-email) help guide for further information.
### Restricted EFT
**BLUE-8495 – Bank Accounts:** Added ability to restrict available EFT types per bank.
EFT Types can now be **restricted** from being used with particular terminals.
To restrict EFT Types, tick the **Restrict EFT Types** checkbox in the relevant Bank Account master file.
This limits terminals connected with that bank account to only using the **EFT Types** in the list below.
:::(Info) (Note)
This has also changed the way [surcharges](/workshop/docs/surcharges#EFT-Surcharges) and [merchant fees](https://help.megabus.com.au/docs/bank-accounts#settlement-days-surcharges-and-merchant-fees) are added, requiring the relevant EFT Type to be manually added to the Bank Account's EFT Types list first.
:::
See the See the [Restricted EFT Types](/workshop/docs/restricted-eft) help guide for further information.
### Inventory Adjustment Report
**BLUE-7372 – Reporting:** Added Inventory Adjustments Report.
An **Inventory Adjustment Report** has been added, which lists all [stock adjustments](/workshop/docs/inventory-adjustments) affecting quantities or accounting costs that have been made during a selected period.
See the [Report Centre](/workshop/docs/reports-centre#inventory-adjustment) help guide for further information.
### Repairy Services
**BLUE-8572 – Repairy:** Enabled Repairy integration to record booking types.
Bookings received from the Repairy integration now display its service type in the new **Service** drop-down menu at the bottom-right of the Business Planner's Booking window.
This feature enables you to **place limits** on how many of each booking type can be accepted through Repairy each day.
If more than one service type is selected in Repairy, the others will be listed in the **Notes** section above, with the highest priority service shown in the drop-down.
The same drop-down can be used to select the service type when adding bookings through Marlin, to ensure Repairy's **online availability** is up to date.
See the [Repairy](/workshop/docs/repairy) help guide for further information.
## Marlin 5.1.12
**Released:** 1/7/2025
### Business Activity Dashboard
**BLUE-8362 - Reporting:** Added Business Activity Dashboard.
The new **Business Activity Dashboard** shows sales and purchases statistics for selected dates, along with breakdowns of month to date totals, where appropriate.
The Business Activity Dashboard can be accessed by selecting **Reports > Business Activity Dashboard** from the menu bar.
See the [Business Activity Dashboard](/workshop/docs/dashboard) help guide for further information.
### Repairy Integration
**BLUE-8239 - Repairy:** Create new Repairy Module/Integration partner.
Marlin's new Repairy integration **automatically adds online bookings** created using Repairy's online portal to Marlin's Business Planner.
Changes and updates made to bookings in Marlin are **also reflected in Repairy**, ensuring online booking information and availability is kept up to date.
See the [Repairy](/workshop/docs/repairy) help guide for further information.
### Package Enhancements
**BLUE-8311 - Customer Orders:** Enabled subtotals to be edited for Current Price and Package Prices packages.
Marlin's item package options have been overhauled to **streamline package creation** and enable **more flexible package editing**.
The **Prompt for Total** package pricing type has been removed and additional **Edit Options** toggles have been added to allow packages to be more flexibly edited, after being added to customer orders.
See the revised [Packages](/workshop/docs/packages) help guide for further information.
## Marlin 5.1.11
**Released:** 26/2/2024
### Customer Journals
**BLUE-6004 – Journal Entry:** Added ability to record journal entries against customer accounts.
Journal entries can now be recorded directly against customer accounts, using the new **+Customer** button to the top-right of the Journal Entry Details list.
This new feature simplifies the accounting process, ensuring more accurate and efficient reporting.
See the [Journal Entries](/workshop/docs/journal-entries#customer-account-postings) help guide for more details.
### Inventory Movement Reports
**BLUE-7946 – Reporting:** Added Inventory Movement Report.
A new **Inventory Movement Report** has been added to the Report Centre, showing inventory movements for the selected date range, due to sales, purchases, trade-ins, branch transfers and adjustments.
This new report enables clearer insights into inventory trends, making it easier to track discrepancies and optimise stock management with improved visibility and control.
See the [Report Centre](/workshop/docs/reports-centre#item-reports) help guide for more details.
### Customer Statement Filtering
**BLUE-8149 – Customer Statements:** Added ability to filter out customers with credit balances.
Customers whose accounts are in credit can now be removed from the statement runs, by ticking the **Exclude Statements in Credit** checkbox, enabling more focused and streamlined reporting.
See the [Customer Statements](https://help.megabus.com.au/docs/customer-statements#adding-customer-statement-runs) help guide for further information.
### Job Card Booking Notes
**BLUE-8127 – Customer Orders:** Booking notes now shown on job cards.
Booking notes are now shown in the **Notes / Description** section at the top of the job card along with the customer order description, providing clearer and more comprehensive visibility of order information.
This section will only be shown on the job card if booking notes or an order description have been entered on the order.
See the [Job Cards](/workshop/docs/job-cards) help guide for further information.
### Reporting Category Job Cards
**BLUE-8170 – Job Card:** Added ability to create reporting-category-specific job cards.
As a chargeable extra, **custom job cards** can now be created to suit specific purposes, and assigned to customers using reporting categories.
This is primarily intended for situations where the default job card is not suitable, such as **truck servicing** and **fleet work**.
See the [Reporting Category Job Cards](/workshop/docs/reporting-category-job-cards) help guide for further information.
## Marlin 5.1.10
**Released:** 20/11/2024
### Automatic Follow-Ups
**BLUE-7859 - Customer Orders:** Simplified follow-ups creation and added automatic notification functionality.
**BLUE-7494 - Business Planner:** Added Follow-Ups tab to Add Booking/Enquiry window.
In addition to regular follow-up reminders, **automatic follow-up messages** can now be scheduled and sent directly to customers, via SMS or email, to remind them when additional services are due.
Automatic follow-ups can be turned on by enabling the **Followup.EnableNotifications** enterprise Setting.
Once enabled, separate customer message templates for automated **email** and **SMS** follow-ups can be set using the **Followup.Notification.sms** and **Followup.Notification.email** enterprise settings.
See the [Automatic Follow-Ups](/workshop/docs/automatic-follow-ups) help guide for further details.
>- add to follow-ups doc?
### Enhanced Stocktake Sorting
**BLUE-8028 - Stocktake:** Enhanced stocktake to allow better sorting options.
**Item field** columns can now be [added to and used to sort](/workshop/docs/configuring-columns) stocktake lists.
The way the columns are sorted now also determines the order they appear in on printed **tally sheets**.
:::(Error) (Example)
To create a stocktake tally sheet that is **sorted by size**:
* Add an **Item Field/Size** column to the stocktake list,
* **Sort** the stocktake item list by the new Size column,
* then **Print**.
:::
See the [Stocktakes](/workshop/docs/stocktakes) help guide for further details.
### Clearer Promotion Visibility
**BLUE-5097 - Item Explorer:** Highlight Promotional Items in Item Explorer.
**BLUE-8086 - Menu:** Repositioned Promotions module in menus.
The Promotions Master File menu has been moved to **Master Files > Items > Promotions**, to make it easier to locate.
Promotional items are now also highlighted in green in the Item Explorer to help better support supplier and customer orders.
See the [Promotions](/workshop/docs/promotions) help guide for further details.
### Relaxed Notification Reminders
**BLUE-7962 - Business Planner:** Added Disable for This Booking checkbox for booking notifications.
Notification reminders can now be disabled for individual bookings, by ticking the new **Disable for this Booking** checkbox in the Booking Notifications pop-up window.
This will also prevent the pop-up from opening again, if the booking is rescheduled.
If necessary, notification reminders can be re-enabled for a booking by opening it from the Business Planner and clicking on the new **Booking Notifications** button to the top-right of the Edit Details window.
See the [Booking Notifications](/workshop/docs/booking-notifications) help guide for further details.
### Automatic Subsidiary Supplier Orders
**BLUE-8010 - Intercompany Purchasing:** Added setting to automatically create customer order when receiving or invoicing from subsidiary suppliers.
Multi-company Enterprise systems can now be configured to automatically create the corresponding customer order at the supplying branch, when a subsidiary order is received or invoiced, without needing to click Submit.
To turn on automatic customer order creation for subsidiary suppliers, enable the **InterCompanyPurchasing.AutoCreateCustomerOrdersWhenReceiving** [branch setting](/workshop/docs/branch-settings) for the supplying branch.
See the [Intercompany Purchasing](/workshop/docs/intercompany-purchasing) help guide for further details.
## Marlin 5.1.9
**Released:** 10/9/2024
### Supplier Batch Payments
**BLUE-2665 - Supplier Payments:** A Supplier Batch Payments module has been added.
Marlin's new **Supplier Batch Payments** module enables users to pay off outstanding supplier invoices in batches, using EFT banking files.
Supplier Batch Payments function similarly to [Supplier EFT Payments](/workshop/docs/supplier-eft-payments), but record payments to each supplier as a single, combined supplier payment, allowing for easier [bank reconciliations](/workshop/docs/bank-reconciliations).
The Supplier Batch Payments module also enables the quick generation of **Remittance Advice** documents, which can be printed and sent, or emailed directly to suppliers.
See the [Supplier Batch Payments](/workshop/docs/supplier-batch-payments) help guide for further details.
### Order Profitability
**BLUE-6895 - Customer Orders:** The ability to view customer order profitability margins has been added to Order Details list.
Users with **Show Cost Prices** [permissions](https://help.megabus.com.au/docs/users#user-permissions) enabled can now view the profitability of individual item prices, as well as entire customer orders.
Once enabled, profitability amounts and percentages can be viewed by clicking on the **Show%** button to the top-right of a customer order's Details list.
The Gross Profit columns and totals will automatically disappear again after a set time, determined by the **CustomerOrder.GrossProfitTimeout** [enterprise setting](/workshop/docs/enterprise-settings) (usually 30 seconds).
See the [Customer Orders](https://help.megabus.com.au/docs/customer-orders#customer-order-profitability) help guide for further details.
### Vehicle Merging
**BLUE- 7318 - Vehicle Master Files:** Existing vehicles can now be merged.
Marlin now supports the merging of customer vehicles to help manage customer information.
To merge a vehicle into another, select it in the Vehicles Master File list and click on the **Merge** button at the top-right of the module window and then select the vehicle to merge with in the following window.
A pop-up window will open, allowing you to select the vehicle to merge in into and showing a preview of the merge results, once the second vehicle has been selected.
See the [Merging Vehicles](/workshop/docs/merging-vehicles) help guide for further details.
### Editable Vehicle Database Attributes
**BLUE-5833 - Vehicles:** Editable vehicle attributes have been added for vehicle database systems.
Marlin now allows the editing of **custom vehicle attributes** in systems using the [vehicle database](/workshop/docs/vehicle-database).
The Business Planner can now be set up to show a table of editable vehicle attributes below the Vehicle Type textbox, when adding a vehicle to bookings using the vehicle database.
These [attributes can be added as usual](https://help.megabus.com.au/docs/vehicle-attributes#adding-vehicle-attributes), and edited with specific vehicle information that isn't contained within the database, such as vehicle colours or fleet numbers.
See the [Vehicle Logic Database Inform](https://help.megabus.com.au/docs/vehicle-database#customisable-vehicle-attributes) help guide for more details.
### Enhanced Job Card Customisation
**BLUE-7489 - Job Card:** Job Cards can now be customised by enabling or disabling various sections.
In addition to [customisable Technician Handback sections](https://help.megabus.com.au/docs/job-cards#job-card-handback-checklists), job cards can now be [customised to contain other useful information](https://help.megabus.com.au/docs/job-cards#customising-job-cards), including **Existing Damage** and **Tyre Position** diagrams, as well as **Customer Acknowledgments** and **Additional Notes** sections.
The contents of company job cards can be customised using the **CustomerJobCard** [company settings](/workshop/docs/company-settings).
See the [Job Cards](https://help.megabus.com.au/docs/job-cards-and-sales-orders#customising-job-cards) help guide for further details.
### Streamlined Customer Messaging
**BLUE-7944 - Customer Orders:** A Message button has been added to customer order windows.
Customers can now be quickly messaged from within the Customer Order window by clicking on the **Message** button to the top-right of the module window.
See the [Customer Messages](/workshop/docs/customer-messages) help guide for further details.
### Easier Catalogue Item Editing
**BLUE-7370 - Item Master Files:** An Edit button has been added to the View Details pop-up window for catalogue items.
Catalogue item details can now be edited from within item master files.
To edit an item's catalogue details, open its master file, click on the **Catalogue Items** tab and double-click on the relevant catalogue item in the list below to open the View Details window.
The catalogue details can then be edited by clicking on the **Edit** button at the bottom-right of the pop-up window.
See the [Supplier Catalogues](/workshop/docs/supplier-catalogues) help guide for further details.
### Odometer Readings
**BLUE-6793 - Customer Orders:** Vehicle summary and odometer readings are now shown in the customer order Summary tab.
**BLUE-6779 - Transaction Archive:** Odometer readings are now shown in and can be added to archived transactions.
**BLUE-6793 - Transaction Explorer:** Vehicle summary and odometer fields have been added to Transaction Summary windows.
**BLUE-7911 - Customer Orders:** There is now a warning if a new odometer entry is less than the previous one.
Odometer readings and vehicle summaries fields are now shown in the relevant tabs of the **Customer Orders**, **Transaction Explorer** and **Customer Transaction Archive** modules.
There is now also a warning when new odometer entries are less than the previous one.
## Marlin 5.1.8
**Released:** 29/5/2024
>Feature Highlights
>>Feature Home
### Registration Lookup
**BLUE-5032 - Customer Orders/Vehicle Master Files:** Added vehicle registration lookup functionality.
Automated registration (LPN) lookup can now be enabled for Marlin systems with the Vehicle Logic database integration.
Once enabled, there will be an orange **Lookup Registration** symbol wherever a vehicle can be added or edited, which can be used to search for customer registrations and return the relevant vehicle information to Marlin.
Registration lookup functionality has also been added to the **Item Explorer,** enabling [fitments](https://help.megabus.com.au/docs/item-explorer#tyre-fitment) for customer vehicles to be found quickly, without needing to know specific vehicle information.
To enable registration lookup {{variable.SupportTeam}}.
See the [Vehicle Database](/workshop/docs/vehicle-database) help guide for further details.
:::(Info) (Note)
A small fee applies for each registration lookup, as indicated by the registration lookup hover text.
:::
### Supplier EFT Payments
**BLUE-7200 - Reporting:** A Supplier EFT Payments module has been added.
A new **Supplier EFT Payments** module has been added, enabling the creation of EFT banking (ABA) files for batch supplier payments.
Users with Supplier Payment permissions enabled will have the new Supplier EFT Payments permissions automatically enabled as part of the 5.1.8 update.
See the [Supplier EFT Payments](/workshop/docs/supplier-eft-payments) help guide for further information.
### Improved Password Security
**BLUE-2770 - Users:** Users will now be locked out of Marlin after excessive failed attempts to log in.
**BLUE-7422 - Users:** User passwords can now be set to expire after a specified number of days.
Users will now be locked out of Marlin after too many failed login attempts and will need to contact their system administrator (or other authorised user) to reinstate access.
Passwords can now also be set up to expire and need to be changed after a specified number of days.
To enable or edit expiring password settings, {{variable.SupportTeam}}.
See the [Users](https://help.megabus.com.au/docs/users#locked-user-accounts) help guide for further information.
### Enhanced Job Card Flexibility
**Blue-7827 - Customer Orders:** A section to record the VIN number has been added to the job card.
**BLUE-7837 - Customer Orders:** A setting has been added to allow customised checklists to be added to the job card.
**BLUE-7743 - Customer Orders:** Job cards can now be printed immediately after adding details to a customer order.
**BLUE-7828 - Customer Orders:** A setting has been added to set sales orders or job cards as the default print option for customer orders.
A customised list of checkbox items can now be added to the Technician Handback section at the bottom of the job card using the **Report.CustomerJobCardHandbackItems** [company setting](/workshop/docs/company-settings).
Any text can be entered and multiple checkboxes can be added by separating each item with a comma when entering them in the **Value** textbox.
A dedicated section to record the VIN number has also been added to the job card, which can now be printed immediately after adding details to a customer order, without needing to save.
The new **Report.CustomerOrder.DefaultDocumentType** company setting can also be used to set either sales orders or job cards as the default print option for customer orders.
See the [Job Cards](/workshop/docs/job-cards-and-sales-orders) help guide for further information.
## Marlin 5.1.7
**Released:** 23/4/2024
### Add-On Packages
**BLUE-4898 - Customer Orders:** Added automated add-on package functionality.
**BLUE-7781 - Customer Orders:** Added a green border to distinguish packages on customer order detail lists.
**BLUE-7722 - Customer Orders/Packages:** Item packages that use Prompt for Total pricing now allow individual item quantities to be edited.
{{variable.Marlin}} now supports add-on packages, which are automatically added to a customer order whenever a relevant item is selected.
Further enhancements have also been made to package functionality, including the addition of a green border to distinguish them on order detail lists and the ability to edit individual item quantities for Prompt for Total packages.
See the [Item Packages](https://help.megabus.com.au/workshop/docs/item-packages#addon-packages) help guide for further information.
### Item Explorer Branch Quantities
**BLUE-7738 - Item Explorer:** Branch Qty on Hand and Qty Available columns can now be added to the Item Explorer.
Qty on Hand and Qty Available columns can now be added to the [Item Explorer](/workshop/docs/item-explorer) for other branches within a Marlin system.
Although stock levels at other branches can already be viewed within the Item Explorer by opening the Details panel and going to the Other Branches tab, available and on hand columns for frequently checked branches can now be added as columns within the general results list.
Branch availability and on hand columns can be added using the usual process for [configuring columns](https://help.megabus.com.au/docs/configuring-columns).
See the [Item Explorer](https://help.megabus.com.au/docs/item-explorer#branch-availability) help guide for further information.
### Xero Credit Providers
**BLUE-7789 - Xero Integration:** Xero integration now supports credit providers.
**BLUE-7787 - Xero Integration:** Fixed issue with merchant fee postings.
**BLUE-7795 - Xero Integration:** Fixed issue with COGS journal postings for zero accounting cost items.
{{variable.Marlin}}'s Xero integration now enables the synchronisation of payments made by credit providers.
See the [Xero Accounting](/workshop/docs/xero-accounting#credit-providers) help guide for further information.
## Marlin 5.1.6
**Released:** 27/3/2024
### Invoice Delivery Dockets
**BLUE-7692 - Customer Orders:** Added the option to print priceless delivery dockets for customer invoices and credit notes.
Invoice delivery dockets that do not display pricing information can now be printed for customers who have Payers associated with their accounts.
These are intended for use with fleet and other account customers where the payer does not want the pricing shown to the customer, but the customer still requires a document for their records.
See the [Customer Orders](https://help.megabus.com.au/docs/customer-orders#invoice-delivery-documents) help guide for further information.
### Streamlined Lot Items
**BLUE-7729 - Supplier Orders:** Streamlined lot selection on customer orders.
**BLUE-7729 - Supplier Orders:** Streamlined lot selection on supplier orders.
The ability to search for existing lots when adding lot items to customer orders has been added to the Select Catalogue Item pop-up window, and its additional functions have been streamlined and clarified.
The ability to search for existing catalogue items when adding item lots to supplier orders has also been added to the Select Catalogue Item pop-up window.
Double clicking on an item in the Existing Lots list when adding a lot item to a confirmed customer order (or selecting it and pressing enter on the keyboard) will now assign as much of the outstanding quantity to the order as possible, based on the Lot’s Available Quantity.
See the [Lot Items](/workshop/docs/lot-items) help guide for further information.
## Marlin 5.1.5
**Released:** 28/2/2024
### Xero Integration
**BLUE-7677 - Integrations:** Marlin Tyre and Mechanical Workshop Software now allows basic integration with **[Xero Accounting Software](https://www.xero.com/au/)**.
The basic integration automatically pushes transactions from Marlin to Xero, enabling back office accounting to be managed externally.
To enable Xero integration {{variable.SupportTeam}}.
See the [Xero Accounting](/workshop/docs/xero-accounting) help guide for further information.
## Marlin 5.1.4
**Released:** 29/1/2024
### Booking Notifications
**BLUE-7474 - Business Planner:** Added booking notification functionality.
Marlin's new **Booking Notifications** function enables businesses to update customers about their bookings via sms or email.
Users will now be prompted to send Confirmation notifications to customers whenever a new booking is added, or when the Time, Contact or Vehicle information for an existing booking is edited and Reminder notifications can also be scheduled a specified number of days (up to a week) before a booking is due to take place.
Email and sms templates can be set for each booking notification type, by editing the relevant Planner.BookingNotifications enterprise settings.
See the [Booking Notifications](/workshop/docs/booking-notifications) help guide for further information.
:::(Info) (Note)
**Booking Notifications will be automatically enabled with the release of Marlin 5.1.4.** To disable booking notifications, {{variable.SupportTeam}}.
:::
### Burson EzyParts Integration
**BLUE-6445 - Burson EzyParts:** Added Burson EzyParts integration, enabling the creation and submission of electronic supplier orders.
Marlin's integration with **Burson EzyParts**, enables users to search the Burson catalogue and return items to customer orders, as well as job sheets for log book servicing.
Marlin can also be configured to send and receive electronic supplier orders directly to Burson.
To enable EzyParts integration {{variable.SupportTeam}}.
See the [Burson EzyParts](/workshop/docs/burson-ezyparts) help guide for further information.
### Podium Integration
**BLUE-7466 - Podium:** Added Podium integration, enabling centralised marketing communications with customers, such as review requests.
Marlin's new **Podium** integration enables centralised review requests and other follow-up marketing communications to be sent to customers.
Once the integration is set up, Marlin will automatically send contact and order information to Podium whenever a customer order is invoiced, which can then be used to manage follow-up marketing communications using the Podium portal.
To enable Podium integration {{variable.SupportTeam}}.
See the [Podium](/workshop/docs/podium) help guide for further information.
### Vehicle Database Quick Matching
**BLUE-7489 - Customer Orders:** Added a Quick Match function to simplify the addition of vehicles from the vehicle database.
Rather than having to enter individual attribute details each time, Marlin's **vehicle database** enables vehicles to be quickly added to bookings and orders from an extensive list, which is loaded into Marlin and updated regularly by the Megabus Support Team.
The vehicle database now also supports the addition of **Quick Match** and **Custom Vehicles**, for when specific vehicle information is unknown or cannot be found.
See the [Vehicle Database](/workshop/docs/vehicle-database) help guide for further information.
## Marlin 5.1.3
**Released:** 15/11/2023
### Neto Commerce Cloud Integration
**BLUE-7008 - Integration Partners:** Marlin's integration with Neto Commerce Cloud, enables customer orders from various online stores to be received into Marlin.
The integration can be set up to automatically update item and order information in Marlin, which is then used to manage inventory, place supplier orders and finalise invoices.
The integration can now also be set up to automatically add and submit supplier orders when there is insufficient stock to fill any Neto orders.
See the [Neto Commerce Cloud](/docs/neto-commerce-cloud) help guide for further information.
## Marlin 5.1.2
**Released:** 11/10/2023
### Customer Order Bookings
**BLUE-7367 - Customer Orders:** Added functionality to link existing customer orders to Business Planner bookings from within the Customer Orders module.
Customer orders can now be linked to Business Planner bookings using the **Bookings** section of the customer order **Information** tab.
New bookings can also be created (and linked to the order) from within the Customer Order module.
See the [Customer Order Bookings](/docs/customer-order-bookings) help guide for further information.
### Competitor Prices
**BLUE-6751 - Item Explorer:** Competitor Prices functionality added to the Item Explorer.
Competitor tyre price lists, obtained from third party providers or otherwise, can now be imported into Marlin and viewed in the **Competitor Prices** tab of the [Item Explorer](/v1/docs/item-explorer).
See the [Competitor Prices](/v1/docs/competitor-prices) help guide for further details.
### Customer Transaction Archive
**BLUE-7316 - Customers:** Archived customer transaction history can be imported into Marlin.
Customers' and vehicles' transaction history with the business, from prior to using Marlin, can now be imported into Marlin for easy access.
This historical data can be viewed from the Customer or Vehicle master files.
See the [Customer Transaction Archive](/v1/docs/customer-transaction-archives) help guide for further details.
## Marlin 5.1.1
**Released:** 29/8/2023
### Improved Invoice and Order Documents
**BLUE-5950 - Reporting:** Improved invoice layouts.
**BLUE-6894 - Reporting:** Expanded and added header to the customer messages section.
**BLUE-7269 - Reporting:** Price columns now indicate whether tax is included or not.
**BLUE-7268 - Reporting:** Added a company setting to enable companies' legal names to appear on customer and supplier order and invoice documents.
**BLUE-7267 - Reporting:** Adjusted negative space on selected transaction documents.
**BLUE-7265 - Reporting:** Added a company setting to hide the country on transaction documents, if desired.
In response to customer requests, various invoice and order documents have been redesigned to improve clarity and enable customisation of company information. The Customer Message body has also been expanded and given a header, which can be set via the **Report.CustomerInvoice.MessageBody** and **Report.CustomerInvoice.MessageHeader** report settings.
### Improved Job Cards
**BLUE-7005 - Customer Orders:** Update the Job Card layout.
In response to customer requests, the job card has been redesigned to show more detailed vehicle and order information, as well as customer acknowledgments and technician sign-off sections.
See the [Job Card and Sales Orders](/v1/docs/job-cards-and-sales-orders) help guide for further details about job cards.
### Bulk Due Date Allocations
**BLUE-7199 - Supplier Payments:** Supplier Payments can now be Bulk allocated by the due date.
**BLUE-7198 - Supplier Payments:** A Due Date column has been added to the Supplier Payment Allocations list.
**BLUE-6766 - Transactions:** Customer and supplier credit notes and journal entries now display and record the relevant due dates.
The ability to bulk allocate payments based on due date has been added to the Supplier Payments module. Due Date information has also been added to the Supplier Payment Allocations list and relevant payment windows to support this functionality.
See the [Supplier Payments](/v1/docs/supplier-payments#bulk-supplier-payment-allocations) help guide for further detail.
### Improved Customer Statements
**BLUE-6846 - Customer Statements:** The type of customer statement ageing periods are now shown when opening statements from within customer master files.
**BLUE-6845 - Customer Statements:** The type of ageing period is now shown on customer account statement headings.
**BLUE-6893 - Customer Statements:** Statement messages are now included on pdf statements.
Various enhancements have been made to customer statements, so that the printable pdf documents now show ageing periods and statement run messages. Ageing periods are now also shown when viewing individual statements from within a customer master file.
### Connect Plus
**Blue-7173 - Integration Partners:** Added Connect Plus integration.
Marlin now supports integration with MTS Auto's Connect Plus application, which will replace Fitment Finder later this year.
See the [Connect Plus](/v1/docs/connect-plus) help guide for further details.
### Integrated EFT Payments
**Blue-7144 - Customer Orders:** Framework added to support integrated EFT payments.
Marlin Tyre and Mechanical Workshop Software now supports integrated EFT payments using the Till Payments integration partner. The Integrated EFT functionality is currently in the pilot stage. To participate in pilot testing please contact your Megabus account manager.
See the [Till Payments](/docs/till-payments) and [Integrated EFT](/docs/integrated-EFT) help guides for further details.
## Marlin 5.1.0
**Released:** 31/5/2023
### Boyce Autolibrary Integration
**BLUE-5695 – Integration Partners:** Added Boyce's Autolibrary integration.
**Boyce's Autolibrary** is a widely used Australian vehicle and parts database that has been providing automotive data to Australian aftermarket businesses since 1970.
Once enabled, Boyce's Autolibrary integration functions similarly to the existing Repco integration partner, allowing users to search for items and import them into customer order details lists.
See the [Boyce's Autolibrary Integration Partner](/v1/docs/boyces-autolibrary) help guide for more detail.
## Marlin 5.0.46
Released:** 06/03/2023
### Business Planner Search
**BLUE-6335 – Business Planner:** Comments tabs have been added to the Business Planner.
**BLUE-6373 – Customer Orders:** Comments tabs have been added to Customer Orders.
**BLUE-6399 – Customers Master File:** Comments tabs have been added to customer master files.
**BLUE-6379 – Users:** A Notification Destination setting has been added to User profiles for future implantation with booking comments.
The new Business Planner **Search** tab allows current and previous bookings to be easily located by searching for customer and vehicle information.
See the Business Planner help guide for more detail.
### Customer Booking Comments
**BLUE-5995 – Business Planner:** A Search tab has been added to the Business Planner.
Comments can now be added to customer bookings by clicking on the **Comments** tab at the top of the Add Enquiry/Add Booking pop-up window.
Booking comments will also appear and can be added to the new **Comments** tab of all associated customer orders.
All of the comments added to a Customer's bookings can be viewed in the new **Comments **tab of their Customer Master File.
A **Notification Destination** setting has been added to the user settings, to specify which users will receive comment notifications.
See the Business Planner help guide for more detail.
### Approvals
**BLUE-6145 – Supplier Payments:** Approvals have been introduced for supplier payments.
**BLUE-6146 – Journal Entries:** Approvals have been introduced for journal entries.
**Permissions** can now be edited so that only specific user roles can commit supplier payments and journal entries.
The Commit action button will be disabled for users without the relevant permissions, who will instead need to click on the **Submit** action button to forward them for approval.
See the Supplier Payment Approvals and Journal Entry Approvals help guides for more detail.
### Surcharges and Cash Out
**BLUE-6202 – Customer Orders:** Surcharges can now be added to EFTPOS and credit provider payments on customer orders.
**BLUE-6204 – Customer Orders:** Cash out can now be added to EFTPOS and credit provider payments on customer orders.
**Settings **have been added to allow surcharges and cash out to be added to EFTPOS and credit provider payments on customer orders.
Once the settings have been enabled, surcharges or cash out amounts can be added to the **Payment Methods** window during invoicing.
See the Surcharges and Cash Out help guides for more detail.
### Accreditations
**BLUE-6308 – Customer Orders:** Accreditations can now be configured to appear on customer documents.
**Accreditations**, such as Motor Vehicle Repairer License numbers, can now be configured to appear on Quote, Sales Order, Job Card, Customer Invoice and Customer Credit documents.
See the Accreditations help guide for more detail.
### HR Integration
**BLUE-5945 – External API:** Marlin HR integration has been added.
Marlin Tyre and Mechanical Workshop Software can now be configured so that pay runs from Marlin HR are sent directly to the** Journals Inbox**, to be directly committed to the General Ledger.
To set up Marlin HR integration, please contact your Megabus Account Manager.
## Marlin 5.0.45
Released:** 10/10/2022
### Item Explorer Markups
**BLUE-5976 – Item Explorer:** A "?" icon has been added next to the Sell Price field in the Item Explorer's Details tab to show how the sell price of the item is calculated. Previously, the calculations for an item's sell price could be viewed in the Item Explorer by hovering the mouse over the Sell Price field. Now, the calculation can be viewed by hovering the mouse over the new "?" icon to the right of the field, making this functionality more obvious and accessible.
### Deposit Refunds
**BLUE-6074 – Customer Orders:** A specific Deposit Refund document has been added for printing, giving customers greater detail about the Deposit Refund. To print the Deposit Refund document, select a Deposit Refund transaction in a relevant list and click on the Print action button to the top right.
### Stocktake Quantity Control
**BLUE-6036 – Stocktake:** An option has been added to include or exclude Qty on Hand column when printing a Stocktake report, in order to improve accuracy and facilitate greater flexibility during stocktakes. The Qty on Hand column is excluded by default and can be enabled by ticking the Print Qty on Hand checkbox in the pop-up Print window.
