Marlin Tyre and Mechanical Workshop Software enables recommended services declined by a customer to be recorded, tracked, and followed up without removing them from the Work Order.
Declined lines stay visible on orders, so staff can see what was recommended and why they were not carried out.
Automatic follow-ups can also be created for declined services, prompting future contact with the customer.
Previously declined services can then be imported into new orders, so the recommendation can be actioned later without re-entering the details.
Services can also be marked as lostwhen the work has been carried out elsewhere, removing them from future follow-up.
To enable Declined Services in your GTX system, please contact the Megabus Support Team.
Declining Services
To Decline a service:
- Select the line to be declined
- Click the Decline icon at the top of the list
- Select the reason for declining from the pop-up that appears
The line will be marked as declined and highlighted in red, with the price crossed out.
Declined lines remain on orders for reference but are not included in the Order Total.
Products allocated to declined lines will be released from allocation so that they can be allocated to other orders.
If a declined line belongs to a Package all related lines will be declined.
- Remark, Claim and Trade-In lines cannot be declined on their own
- You cannot decline the last/only line on an order
Accepting Declined Services
To accept a declined service:
- Select the declined line
- Click the Decline icon at the top of the list again
The line text will be re-opened, unhighlighted and its price added to the order total.
Stock for the line will be also re-allocated where relevant.
Product codes on declined lines cannot be changed until they are accepted.
Previously Declined Services
A Declined Services tab is available on the following modules:
- Work Order Entry
- Work Order Enquiry
- AutoTracker Enquiry
- Planner Bookings
These tabs list all previously declined services recorded against the selected vehicle.
Importing Declined Services
To Import a declined service to another order:
- Select the Customer or Vehicle with a declined service on a new work order
- Open the Declined Services tab at the top of the Line Details list
- Select the declined service to import
- Click on the Import button
at the top-right of the tab
The line will be marked as Imported and added to the order's Line Details list.
- The imported line will use the current price rather than the price at the time it was declined
- The price can be adjusted manually if required
You cannot import a service that was declined on an open work order.
The original order that the service was declined on must be Invoiced before it can be imported.
Declined Service Follow-Ups
Follow-ups can be automatically added against declined services after a relevant invoice is finalised, to prompt future contact with the customer.
The follow-up will appear with the reason Decl in the following locations:
- AutoTracker Enquiry > [Vehicle] > Transactions tab > Follow Up Reminders (on right)
- Main > Customers > Customer Follow-Ups
- Business Planner > Open Follow-Ups tab (select future date)
To enable automatic follow-ups for declined services in your GTX system, please contact the Megabus Support Team.
Lost Services
Marking services as Lost indicates the work was carried out elsewhere and they will not be followed up further.
Services can be marked as lost by:
- Opening them from the relevant work order
- Double-clicking on them in the Business Planner's Open Follow-Ups list
To mark a service as lost:
- Click on the Declined Services tab
- Select the Customer or Vehicle with a declined service on a new work order
- Select the declined service to mark as lost
- Click on the Lost button
at the top-right of the tab
The service will be highlighted in red and can no longer be imported into other orders.
Declined Service Reasons
lookup groups
DECLREASON added during set up?
Declined service reasons can be viewed and edited by selecting System > System Files > Lookup Groups from the menu bar.
Adding Declined Service Reasons
New declined service reasons can be added, if required.
To add a new declined service reason:
- Open the DECLREASON lookup group in Edit mode
(System > System Files > Lookup Groups) - Click on the Lists tab at the top
- Click on the Add button at the top
In the Add List item pop-up that opens:
- Enter a Code
- Enter a description in the Name field
- Click Ok
