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.

Marlin GTX Front Counter

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

Marlin GTX Back Office

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

Manual Trading Checklist

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

Stocktakes

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

Consignment Stock In

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

Consignment Stock Out

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

Specific Cost Auto Description Builder

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

Bulk SMS Set Up

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

Bulk SMS Messaging

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

Handling Attachments

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

Adding a Local Product on the Fly

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

Stock Location Transfer

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

Standing Journals

How to create and process Standing Journals.

Trade-In Processing

How to process a trade-in on an invoice.

Trade-In GST Credits

How to approve Trade-ins for GST Credit claims.

Bulk Supplier Payments

How to process Bulk Supplier Payments.

Bulk Customer Charges Invoicing

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

Contacts Manager Module

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

Using Job Times

How to configure and process Job Times.