Marlin GTX's many modules and functions can be accessed using the main menu bar, located at the top of the application window.
Favourites Menu
The Favourites menu provides access to user-defined shortcuts, recently used programs and saved external links.
The Favourites menu contains:
- Organise Favourites: Manage shortcuts to frequently used programs
- Recent: Open recently accessed programs
- Weblinks: Open saved external website links
Favourites are covered in more detail in their own seperate Inform Guide.
Main Menu
The Main menu provides access to all core record types, including customers, products, suppliers, accounts and staff.
The Main menu contains:
- Data Entry: Access transaction and data entry screens
- Enquiries: Run record and transaction searches
- Customers: Customer records and related modules
- Suppliers: Supplier records and related modules
- Products: Product records and related modules
- Accounts: Account and GL records and related modules
- Staff: Staff records and related modules
- Contacts: Contact records and related modules
- Exit: Close the program
These functions are covered in more detail in the relevant Inform Guides.
Reports Menu
The Reports menu provides access to all stock, sales, accounting and activity reporting functions.
The Reports menu contains:
- Report Keeper: Access saved report templates
- Stock Reports: Generate reports on stock and inventory
- Sales Reports: Generate sales-related reports
- Job Times Reports: Generate labour time reports
- Purchases Reports: Generate supplier purchase reports
- AutoTracker Reports: Generate vehicle tracking reports
- General Ledger Reports: Generate accounting reports
- Audit Trails: View change history and audit data
- Print Register Reports: Reprint previously issued documents
- Business Activity Statement: Prepare BAS export figures
- Periodic Reports: Generate scheduled reports
- Attendance: View staff attendance data
These reports are covered in more detail in the relevant Inform Guides.
Periodic Menu
The Periodic menu includes month-end processing and banking register access.
The Periodic menu contains:
- End of Period: Perform end-of-period close-offs
- Banking Register: View and reconcile bank deposits
These functions are covered in more detail in the relevant Inform Guides.
System Menu
The System menu enables access to reference files, program preferences, printer settings and password management.
The System menu contains:
- System Files: Access configuration and maintenance files
- Options: Change global preferences
- Printers: Configure output printers
- Passwords: Maintain login passwords and access levels
These functions are covered in more detail in the relevant Inform Guides.
Tools Menu
The Tools menu provides administrative and data maintenance tools, including backup, reconciliation and year-end utilities.
The Tools menu contains:
- Active Users: View current logins
- Active Locks: View records currently locked for update
- Balance Recalculators: Recalculate balances for selected tables
- Create Opening Balances: Initialise opening balances
- Bulk Table Operations: Perform batch updates or clear-downs
- Reconciliation Reports: Generate reconciliation reports and audits
- Program Updates: Check for and apply program updates
- Backups: Perform manual database backups
- Special Utility Program: Run one-off utility actions
- End of Year Data Setup: Prepare the system for a new financial year
- Create Previous Year Icons: Generate shortcuts for previous year datasets
- Open Cash Drawer: Trigger an attached cash drawer to open
- Calculator: Launch the internal calculator tool
- Attachment Manager: Manage file attachments
These functions are covered in more detail in the relevant Inform Guides.
Window Menu
The Window menu displays all open windows and enables you to quickly switch between currently open programs.
Open modules can also be quickly switched between using the navigation tabs at the bottom of the application window.
Help Menu
The Help menu provides links to online help, support utilities and licence tools.
The Help menu contains:
- Marlin Inform: Open the current help documentation site
- Legacy Marlin Inform: Open the legacy documentation site
- Log a Support Call: Submit a support request
- Download Supplier Catalogues: Download the latest supplier data files
- Download TeamViewer: Install the remote support client
- License Activation: View and update licence status
- About Marlin GTX: View version and registration details
The Help Menu is covered in more detail in the relevant Inform Guides.