Marlin GTX uses the Business Planner to manage workshop bookings.
The Business Planner usually opens automatically when GTX starts.
If it does not open automatically, it can be accessed by selecting Main > Enquiries > Business Planner from the menu bar.
When opened, the Business Planner will show either the Task List or the Resource Planner, depending on system configuration.
Different booking types are shown using colour coding to indicate their status as enquiries, bookings, quotes, work orders or completed invoices.
Additional planner views and tools can be accessed using the tabs at the top of the planner window.
These tabs provide access to features such as searching bookings, viewing unassigned work orders and reviewing daily or monthly workloads.
The behaviour and default settings of the Business Planner can be adjusted using the Options button.
See the Business Planner help guide.
Task List Bookings
Bookings can be added directly to an available time slot in the Task List or Resource Planner.
Bookings can be added by:
- Double-clicking the empty time slot
- Right-clicking the empty time slot and select Add an Item
- Selecting the empty time slot and clicking Add an Item in the panel on the right
- Selecting the empty time slot and pressing Insert on the keyboard.
In the Add new Enquiry/Booking window that opens:
- Enter the required customer, vehicle and booking details.
- Click Save to create the booking.
Bookings can be:
- Rescheduled by dragging them to a different time slot
- Edited by double-clicking the booking in the planner
- Cancelled by right-clicking and selecting Cancel Work Order
Enquiries can be converted to Bookings at any time, by opening them and clicking on the Change to Booking button at the bottom of the pop-up window.
Bookings can be converted to Quotes, Work Orders or Invoices using the buttons at the bottom of the window.
See the Planner Task List, Planner Bookings and Planner Enquiries help guides.
Resource Planner
To open the Resource Planner, select the Resource Planner tab at the top of the Business Planner.
The Resource Planner displays each resource as a column with time slots for bookings and work orders.
To add bookings or work orders:
- Double-clicking on an empty time slot
- Or right-clicking a slot and selecting Add an Item
Unassigned work orders appear on the right side of the planner.
Drag a work order into a time slot to schedule it.
Quotes must be converted to work orders before they can be scheduled.
See the Resource Planner help guide.
Work Orders
Work orders represent confirmed customer jobs with products reserved for them.
They are highlighted in yellow in the Task List and Resource Planner.
They can be created by converting an existing booking or quote.
New work orders can also be added directly from the Business Planner using the Quick Work Order button on the right and assigned at a later date.
Work orders cannot be added directly to the Resource Planner and must be created from a booking.
When a booking or quote is converted or added, the Enter Work Order window will open to allow job details and products to be added using the Line Details list at the bottom.
Unassigned Work Orders
If enabled, unassigned work orders added outside the Business Planner or using the Quick Work Order function appear in the Unassigned Work Orders list.
Unassigned work orders can be opened and assigned to a booking by selecting a date, time and resource.
See the Planner Work Orders help guide.
Invoicing Planner Orders
Bookings, quotes and work orders can be invoiced by opening them in the Task List or Resource Planner and clicking Invoice.
The Enter Invoice window will open, allowing invoice details to be reviewed and edited.
Click Finalise to complete the invoice.
The Payment Details or Payment Terms window will open to record payment or terms.
Once invoiced, the order appears in grey in the planner and can no longer be edited.
Invoices can also be created without a booking by clicking Quick Invoice in the Task List.
See the Planner Invoices help guide.
Work Orders and Invoices are covered in more detail in the following onboarding guides.