Marlin 5.1.9

Released:10/9/2024

Feature Highlights

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, but record payments to each supplier as a single, combined supplier payment, allowing for easier 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 Inform guides 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 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 (usually 30 seconds).

See the Customer Orders Inform 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 Inform 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.

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, 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 Inform 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, job cards can now be customised to contain other useful information, 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.

See the Job Cards Inform 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 Inform 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 Inform 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.

Other Enhancements

BLUE-7910 - Bank Accounts: A Remitter Name field has been added to bank account Details tabs.
BLUE-7990 - Business Planner: Business Planner search now matches order numbers.
BLUE-7826 - Business Planner: Users can now right-click to cancel or print business planner bookings.
BLUE-7710 - Customers Master Files: Individual customer communication preferences can now be recorded.
BLUE-6988 - Customer Orders: Markup and discount calculations now apply rounding after tax.
BLUE-7881 - Customer Orders: The responsiveness of picklist searches has been improved.
BLUE-7934 - Customer Orders: Negative values now include minus signs, as well as being highlighted in red.
BLUE-7984 - Item Explorer: Item Explorer search now matches catalogue codes.
BLUE-7988 - Reporting: A Postcode column has been added to the Marketing Extract.
BLUE-8005 - Reporting: Purchases where the tax collected does not match the estimated tax are now treated as exceptions on the Tax/BAS Reports.
BLUE-8019 - Reporting: Supplier Goods Receiving reports now include invoice accounting dates.
BLUE-8002 - Suppliers: A Tax Exempt checkbox has been added to supplier master files.
BLUE-7998 - Supplier Payment: The Supplier Payments branch picker now defaults to All Branches.
BLUE-7904 - Xero Integration: Xero integration now supports using credit providers for deposits.

Notable Fixes

BLUE-7835 - Bank Deposits: Fixed issue with adjusting payments to non-default credit provider payment methods.
BLUE-7914 - Customer Orders: Fixed issue with add-on packages being added outside of sell dates.
BLUE-7939 - Customer Orders: Fixed issue with add-on packages being added to trade-in lines.
BLUE-7932 - Imports: Fixed issue with importing fitment files.
BLUE-7949 - Inbox Processor: Fixed issue with receiving delivery advice credits.
BLUE-7965 - Journal Entry: Fixed issue with importing journals from Marlin HR.
BLUE-8008 - Supplier Orders: Fixed issue with committing supplier orders with centralised purchasing groups enabled.
BLUE-8013 - Supplier Orders: Fixed issue with partially invoicing suppliers using centralised purchasing groups.