--- title: "Business Planner | GTX Training" slug: "business-planner-bt" description: "Learn the basics about the Business Planner in Marlin GTX trusted automotive software by Megabus." updated: 2026-03-12T04:04:38Z published: 2026-03-12T04:04:38Z canonical: "help.megabus.com.au/business-planner-bt" --- > ## 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. # Business Planner BT ****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. For Further Details See the [Business Planner](/gtx/docs/business-planner-1) 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. For Further Details See the [Planner Task List](/gtx/docs/planner-task-list), [Planner Bookings](/gtx/docs/planner-bookings) and [Planner Enquiries](/gtx/docs/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. Note **Quotes** must be converted to work orders before they can be scheduled. For Further Details See the [Resource Planner](/gtx/docs/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. Note 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. For Further Details See the [Planner Work Orders](/gtx/docs/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**. Note Invoices can also be created without a booking by clicking **Quick Invoice** in the Task List. For Further Details See the [Planner Invoices](/gtx/docs/planner-invoices) help guide. Note [Work Orders](/gtx/docs/work-orders-ob) and [Invoices](/gtx/docs/invoices-ob) are covered in more detail in the following onboarding guides.