Adding Vehicles

Marlin GTX enables you to add new vehicles and associate them with owners so they can be tracked through enquiries, bookings, and work orders.

When a vehicle has never been serviced by your shop, add it along with the owner information so you can track it through the sale process.

The process of adding vehicles differs slightly depending on whether you are starting an order from the Business Planner or the Invoicing Module.

Adding Vehicles During an Enquiry or Booking

You can add new vehicle information when using the Business Planner to start work orders and schedule appointments.

For appointments, this ensures the information is available when the customer arrives.

To add a vehicle:

• On the Task List tab of the Planner, select Add an Enquiry or Add a Booking.
• Type the vehicle registration number and press the Tab key.
• Update the State if necessary and press the Tab key.
• If the vehicle is in the system, the owners associated with it will be listed for selection.
• Select the appropriate owner and click on Select button.
• For a new vehicle, the Search for a Person as a New Owner screen is displayed.
• Enter the owner's Surname, Given Name, Company Name (if relevant) and Mobile number then click on Refresh Search.
• If the owner appears, double-click or press Enter to select them.
• Otherwise, click on New Person.
• You will be dropped back onto the Enquiry or Booking form with the owner's details now shown there.
• Click in the Vehicle Make field and type the first few characters of the Make (e.g. maz or toy) and then click on the icon to select the Make and Model.
• Enter odometer reading if known and then click on the Save button.

The new vehicle is now saved in your system along with the new or existing owner you associated with it.

Adding Vehicles When Starting a Work Order

When you use the Invoicing module to start a work order, one of the first things you will do is add the vehicle if it is not already in your Marlin GTX system.

To add a vehicle:

• On the Work Order screen, type the vehicle registration number and press the Tab key.
• Update the State if necessary and press the Tab key.
• The Search for a Person as a New Owner screen opens.
• Click Cancel.
• Click the search icon to search for the vehicle with the AutoTracker.
• If there is no match, click OK to close the message.
• When the AutoTracker window opens, enter the Vehicle Year.
• Click in the Vehicle Make field and type the first few characters of the Make (e.g. maz or toy) and then click on the icon to select the Make and Model and click on Save to continue.
• To enter the owner, click the person search icon and enter the owner's name, company name (if relevant) or Mobile phone number and click on the Refresh Search button.
• If the owner is listed in the search results, double-click or press Enter on them, update their details if necessary and click Save.
• For a new owner, click New Person and enter their details and click Save.

The new vehicle is now saved in your system along with the new or existing owner you associated with it.