Item Explorer

Marlin Tyre and Mechanical Workshop Software's Item Explorer enables users to quickly find information about particular items and add them to customer and supplier orders.

To access the Item Explorer, select Daily Activity > Item Explorer from the menu bar.

Item Explorer Search

Daily Activity > Item Explorer > Search

Items can be searched for using the Item Explorer by various attributes, including name, code, catalogue item code, item fields, manufacturer fields and manufacturer item codes.

Enter the search terms in the Search box.

The toggles to the right can be used to select whether the search results should Show All, Show Only On Hand and Show Only Available items matching the search terms.

Selecting a customer using the Customer picker below will display their relevant sell price information along with the results.

To perform or update the search, click on the Search button to the right (or press Enter on the keyboard).

The search results will appear in a list at the bottom of the Search tab.

Item Explorer Search Results

Daily Activity > Item Explorer > Search

The search results list filter defaults to the Summary view.

Ticking the checkbox in an item's Selected column and searching again will keep the selected items at the top of the list, highlighted in yellow, allowing them to be easily compared with the new search results.

If available, item images for selected items can be shown, by clicking the Show Image button to the top right of the results list.

If necessary, an Item's details can be edited in the Items Master File by selecting and clicking the Edit button to the top right of the results list (or pressing F2 on the keyboard).

Showing Additional Item Details

Daily Activity > Item Explorer > Search

Additional details about a selected item can be shown by clicking the Details button to the top right of the results list.

A panel will open at the bottom of the Item Explorer window containing a Details tab, which contains information about the item's Current Pricing, Cost Prices, Quantities, Item Fields and Manufacturer Fields.

Additional Catalogue Items, Customer Orders, Supplier Orders, Branch Transfers or Other Branches detail tabs can also be selected.

Use the Customer or Supplier Orders tabs to identify open orders the selected item has been added to.

Showing Item Costs

Daily Activity > Item Explorer > Search

If the current user has the Show Cost Prices permission enabled, a Show Costs button will appear to the top right of the search results list, which can be used to temporarily show the accounting cost and last cost of the search results.

Branch Availability

Qty on Hand and Qty Available columns can now be added to the 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:

• Right-click on the column headings of the Item Explorer list and select Configure Columns.
• Click on the Add button to the top-right of the Columns list in the Column Set pop-up window.
• Locate and tick the checkbox of the desired branches in the Add Columns List.
• Click on the Ok button at the bottom-right of the Add Columns list and save the new column set once they are added.

Tyre Fitment

Daily Activity > Item Explorer > Search

If enabled, the Item Explorer's Tyre Fitment function can be used to find which tyres are suitable for which vehicles.

To enable Tyre Fitment, please contact the Megabus Support Team.

Once enabled, the Tyre Fitment can be accessed by clicking on the the Tyre Fitment tab at the top of the Item Explorer window.

At the top of the Tyre Fitment tab is a form for identifying tyre fitments for specific vehicles.

If a customer's vehicle has already been saved in the Marlin system, it can be searched for by typing in the Registration textbox.

Specific vehicle models can also be searched for using the Vehicle picker below.

Clicking on the Vehicle picker will open the Vehicle pop-up window, which can be used for specific vehicle types.

To select a vehicle, double-click on it, or highlight it in the list and then click on the Select button to the bottom right of the Vehicle window.

The Select Tyre Fitment pop-up window will open, showing a list of suitable tyre sizes for the selected vehicle type.

Additional information about the selected size is shown in the section below the list.

To select a tyre type, double-click on it, or highlight it in the list and then click on the Ok button to the bottom right of the Vehicle window.

The selected tyre information will now be displayed in the top section of the Tyre Fitment tab.

Once satisfied with the selection, click on the Search button below the Registration and Vehicle textboxes on the left.

The Item Explorer will return to the Search tab, showing all available tyres matching the selected size.

The Front and Rear toggles below the Search textbox at the top-left can be used to switch between the front and rear tyre sizes.

If no results are available, click on the Show All toggle next to the Search textbox to show all tyres matching the selected size contained in the Items Master File.

To switch between the Tyre Fitment search results and the normal search functionality, click on the toggles to the left of the Search textbox.