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Marlin GTX enables creating, selecting and applying product and service packages to Work Orders and Invoices with flexible pricing and add-on options.
Selecting a Package
On a Work Order or Invoice, after selecting the Customer, press F8 or click on the arrow head and then on Insert Package.
Select the Package from the drop down list.
If the selected Package is set up with Prompt for Total pricing, you can overwrite the Package Total amount if necessary.
Creating a Package
Packages are useful when you have a combination of products and services that you normally sell together.
They save time when selecting line items.
They also enable you to include Remarks, use special pricing and select what information is displayed on the customer invoice.
To create a Package:
- Select System > System Files > Products > Package Maintenance from the Marlin menu
- Select the Add icon to create a new blank package or left-click on an existing package and click on the Copy icon to create a copy you can edit
- Enter a Package Code up to 6 characters long to provide a sort order when selecting a package on a Work Order or Invoice
- Enter a Name up to 30 characters long which will be displayed when selecting a package
- Tick the Active checkbox to make the Package active or inactive
- Tick the Use available sell dates checkbox and select the Start and End dates to restrict availability to a specific period
Follow the steps below according to which Pricing mechanism you wish to use.
Current Prices
Select Current Prices in the Pricing To Use drop down list.
Add all of the line items and Remarks to be included in the Package.
On the Work Order or Invoice, prices will be set to the current sell price of the items for the selected customer.
Package Prices
Select Package Prices in the Pricing To Use drop down list.
Add all of the line items and Remarks to be included in the Package, entering the Package price as you add each one.
On the Work Order or Invoice, prices will be set to the prices entered when creating the Package.
Fixed Total
Select Fixed Total in the Pricing To Use drop down list and do not enter the Package (Inc) Total amount yet.
Add all of the line items and Remarks to be included in the Package.
The total of the sell prices for these items will be displayed in the Package (Inc) Total field.
Overwrite this amount with your desired Package total price.
The difference will be automatically and proportionately applied across all items in the package.
Fixed Balance Total
Select Fixed Balance Total in the Pricing To Use drop down list.
Enter the desired Package total price in the Package (Inc) Total field.
Add all of the line items and Remarks to be included in the Package.
The Remaining (Inc) Balance amount will be displayed in red at the right of the screen.
This is the difference between the total of the items selected and the Package total price entered.
Adjust the Package Total price or pricing on the selected items until the Remaining (Inc) Balance amount is zero.
The Package cannot be saved until then.
Prompt for Total
This option is the same as the Fixed Total option.
You can overwrite the Total Package Price on the Work Order or Invoice.
The sell price of each item will be changed in a pro-rata fashion.
Printing Options
Printing Options available:
- Print Product Detail Lines to print the line items on the Work Order or Invoice
- Print Product Line Prices to print the line item prices on the Work Order or Invoice
- Print Header and Sub Total to print the Package Name and a sub total for the Package
- Print Remark Lines on Work Order to print Remark lines on Work Orders
Fixed Total Package Price Adjustment
For a Fixed Total package, Marlin apportions the total package price across all product lines.
Each product’s extended retail price is used to calculate its percentage of the total retail.
This percentage is then applied to the Fixed Package price.
| Product Code | Quantity | Retail Price | Total | % of Total Price | Apportioned NEW Retail Price |
|---|---|---|---|---|---|
| Magnatec Prof 10W-30 | 5 | $15 | $75 | 39.47% | $35.13 |
| Oil Filter | 1 | $25 | $25 | 13.16% | $11.71 |
| ZLMECHANICAL | 1 | $90 | $90 | 47.37% | $42.16 |
| Total | $190 | 100% | $89.00 |
A Package must contain at least one Product with a retail price otherwise the system cannot apportion any values.
When a line item has no retail price set, the apportioned retail price in the package will be $0.00.
Add-On Packages
Sales of some products may include related products or services.
For example, the sale of each passenger tyre may also include Wheel Balance, Valve Stem, Road Hazard Warranty and Tyre Disposal Charge.
Alternatively, each passenger tyre sold may have multiple package options.
Examples include:
- Standard Tyre Package which includes tyres, balancing and fitting
- Premium Package which includes the Standard Package items plus a 4-Wheel Alignment
- Ultimate Package which includes the Premium Package items plus a Road Hazard Warranty
The add-on packages functionality enables the related products and services to be automatically added to the Work Order or Invoice when you select a product flagged in Product Maintenance to allow auto add-on packages.
An unlimited number of products can be added to each Add-on Package Group.
Create Add-On Package Groups
From the menu select System > System Files > Products > Add-on Package Group Maintenance.
Click on the Add icon to create a new group.
Enter the details.
Click on the Save button.
Apply Add-On Package Groups to Packages
From the menu select System > System Files > Products > Package Maintenance.
Open the package and select the Auto Add-on Package.
Below is a "Standard" service package and all line item quantities are set to '0' so that they will vary with the quantity of parent product selected on the work order or invoice.
Below is a "One-up" service package which is the same as the "Standard" package but adds on a 4 wheel alignment. Note that the Quantity on the Alignment line item is fixed at '1' (rather than '0') so that it doesn't vary with the quantity of the parent product selected.
When you add each product or service to the package, a popup will prompt you for details.
Quantity: Enter a fixed number of this product or service to add to the work order or invoice regardless of the quantity of products purchased, or leave it as 0 to have the quantity automatically match the quantity entered against the product purchased on the work order or invoice.
Calculation Type: Choose 'Set Amount per unit sold' if you want to charge a set dollar amount per unit sold (e.g. $5 would apply a $5 charge for each tyre sold).
Choose 'Percentage of parent product price' if you want to charge a percentage of the total price of the product sold on the work order or invoice (you can also enter a minimum and maximum amount).
Click on the Save icon when done.
Apply Add-On Package Groups to Products
From the menu select Main > Products > Manage Products.
Select the product and go to the Options tab.
Select the group from the drop down list.
Click on the Save button.
Apply Add-On Package Groups to Customers
From the menu select Main > Customers > Manage Customers.
Select the customer and go to the Options tab.
Tick the Allow Add-On Packages checkbox.
Click on the Save button.
Processing the Work Order or Invoice
On a Work Order or Invoice, when selecting a Customer with Allow Add-on Packages enabled and a Product with an Add-on Package Group, the relevant Package will be inserted automatically.
The Quantity of each item in the package will change to match the Quantity of the selected product.
If the Product is contained in more than one Package, a drop down list will allow you to select the appropriate package.
If you do not want to insert any Package, click on the delete line icon, and you will be prompted to delete the current line or the entire package.
