Business Planner

Marlin GTX enables efficient management of your workshop using the Business Planner. Most GTX systems will be configured to open the Business Planner automatically on startup. To open the Business Planner otherwise, select Main > Enqui...

Marlin GTX enables efficient management of workshop bookings using the Business Planner's Task List. Depending on the system configuration, the Business Planner will usually open on either the Resource Planner or Task List . To access the T...

Marlin GTX enables efficient management of workshop resources using the Business Planner's Resource Planner. Depending on the system configuration, the Business Planner will usually open on either the Resource Planner or Task List. To acce...

Marlin GTX 's Business Planner enables customer enquiries to be allocated to prospective time-slots, simplifying the process of converting them into bookings. Enquiries have not yet had a time slot allocated to them, and are highlighted on th...

Marlin GTX 's Business Planner enables bookings to be added directly to planner time-slots or converted from customer enquiries, as required. Bookings have a time slot allocated to them, and are highlighted on the Business Planner's Task List...

Marlin GTX 's planner quotes enable the flexible addition of stock to customer bookings, enhancing the efficiency pricing quotations. I cannot work out a good way of saying/selling this? I would use the information that is in the next sen...

Marlin GTX enables the quick addition and efficient assignment of Work Orders using the business planner. Work Orders have been confirmed by the customer, had stock allocated to them, and can be created from existing bookings or added as new t...

Marlin GTX enables the quick addition and finalisation of Invoices using the business planner. Invoices are completed transactions, can no longer be edited, and are highlighted in grey on the Task List and Resource Planner for easy identificat...

Marlin GTX 's Business Planner includes a dedicated Search tab to help locate specific bookings and reminders. To access the Business Planner's search function, click on the Search tab at the top of the module window. The search form ...

The Marlin GTX Business Planner's On This Day tab enables users to keep track of employee leave and other events that may affect trading and workshop operation, as well as to set reminders about tasks and follow-ups that need to be carried out...

Marlin GTX includes various options allowing the Business Planner to be customised to best suit your workflow. To view and edit Business Planner options, click on the Options icon at the top of the module window. The Planner Options...