Cheat Sheets

Marlin GTX general tasks are conveniently summarised in the printable quick reference guides below.

Marlin GTX Icons

A list of icons used in Marlin GTX, including what they do and where they're found.

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Marlin GTX Front Counter

A handy double-sided cheat sheet to have beside Front Counter machines.

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Marlin GTX Back Office

A handy double-sided cheat sheet to have beside Back Office machines.

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Manual Trading Checklist

A checklist on how to prepare for manual trading if Marlin GTX is unavailable.

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Stocktakes

Step by step guide to performing a full or partial stocktake.

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Consignment Stock In

Step by step guide to handling all aspects of Consignment Stock In.

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Consignment Stock Out

Step by step guide to handling all aspects of Consignment Stock Out.

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Specific Cost Auto Description Builder

How to set up and use the automatic description builder for Specific Cost products.

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Bulk SMS Set Up

How to do the initial configuration of Standard SMS messages for Bulk SMS.

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Bulk SMS Messaging

How to use the Bulk SMS feature (eg. to send Booking Reminders and Thank You messages).

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Handling Attachments

A guide to scanning and adding attachments to Marlin entities and transactions.

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Adding a Local Product on the Fly

A guide to adding a new local product from within Purchase Entry.

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Stock Location Transfer

A guide to transferring stock from one location to another, including 'in transit' locations.

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Standing Journals

How to create and process Standing Journals.

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Trade-In Processing

How to process a trade-in on an invoice.

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Trade-In GST Credits

How to approve Trade-ins for GST Credit claims.

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Bulk Supplier Payments

How to process Bulk Supplier Payments.

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Bulk Customer Charges Invoicing

How to bulk invoice fixed fees and non-stocked products and services to customers.

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Contacts Manager Module

How to add Contacts to the system and associate them with Customers and Suppliers.

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Using Job Times

How to configure and process Job Times.

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Time and Attendance

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