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Planner Enquiries
- 10 Jan 2024
- 5 Minutes to read
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Planner Enquiries
- Updated on 10 Jan 2024
- 5 Minutes to read
- Print
- DarkLight
- PDF
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Marlin GTX's Business Planner enables customer enquiries to be allocated to prospective time-slots, simplifying the process of converting them into bookings.
Enquiries have not yet had a time slot allocated to them, and are highlighted on the Business Planner's Task List and Resource Planner in green for quick identification.
Enquiries can be added using the Business Planner's Task List or Resource Planner.
Existing enquiries can also be viewed and edited using the Business Planner's Enquiries tab, if enabled.
Note
How long enquiries are kept in the Enquiries tab can be adjusted by clicking on the Options icon at the top of the Business Planner window and navigating to the Enquiries tab.
Adding Enquiries to the Business Planner
Main > Enquiries > Business Planner > Task List / Resource Planner
To add a new enquiry to the Business Planner, double click on an empty slot in the Task List or Resource Planner.
The Add a New Enquiry pop-up window will open on the Details tab, containing a form for adding a new enquiry.
Note
Depending on the GTX configuration, the Business Planner may contain an Add an Enquiry and Add a Booking Button, or Add Item Button which can be further configured to add enquiries or bookings by default. To change the Business Planner's item settings please contact the Megabus Support Team.
Note
Depending on the system configuration, Enquiries can also be added by right-clicking on an empty slot in the Task List or Resource Planner and selecting Add an Item or clicking on the Add an Item button in the Planner menu on the right of the Task List, if available.
Adding Enquiries for Existing Owners or Vehicles
Main > Enquiries > Business Planner > Task List / Resource Planner > Add > Details
If adding an enquiry for an existing owner or registration, click on the Search button at the top-left of the Enquiry Details tab.
A pop-up window will open, which can be used to search for existing owners and vehicles.
Once the desired owner or vehicle has been located and selected, click on the Select button at the bottom right to add them to the Enquiry.
Note
Once existing owner or vehicle information has been added, it can then be edited, as needed.
Tip
Customers can also be selected by entering the Registration No. and selecting the state, then pressing Tab on the keyboard (with the state picker still selected), which will open a pop-up window to select the customer, if available.
Note
Once an owner is chosen, the Autotracker button next to the search button becomes available, which can be used to view and edit the owner's saved information.
Adding Enquiries for New Customers or Vehicles
Main > Enquiries > Business Planner > Task List / Resource Planner > Add > Details
If adding an enquiry for a new owner or registration, use the Registration No. and Owner sections on the left of the details tab to enter their information, as required.
Note
When entering a Registration No., you will need to press the Tab button on the keyboard to exit the field, once you have made your selection, rather than clicking away, in order for the registration to be recognised.
Tip
If the Vehicle Logic LPN integration is enabled, you can click on the orange tyre icon to the right of the Registration No. field to perform a (charged) licence-plate lookup.
Note
Required fields can be customised by clicking on the Options icon at the top of the Business Planner window and navigating to the Mandatory Enquiry Fields tab.
Adding Account Customer Enquiries
Main > Enquiries > Business Planner > Task List / Resource Planner > Add > Details
By default, the Customer field at the bottom-left of the Enquiry Details tab will be set to "1", representing a cash sale.
The enquiry can be associated with an Account Customer instead, by clicking on the picker and selecting them from the drop-down list.
Once an Account Customer is selected, an Order Number can be entered in the textbox below, if desired.
Previous account customer transactions can be viewed by clicking on the Customer Transactions tab at the top of the pop-up window.
Tip
If the customer has a mobile number associated with them, they can also be communicated with using two-way SMS, by clicking on the SMS tab at the top of the pop-up window.
Enquiry Salespeople and Notes
Main > Enquiries > Business Planner > Task List / Resource Planner > Add > Details
The section at the bottom-right of the Enquiry Details tab can be used to select a Salesperson and/or Fitter for the Enquiry.
A Description of the work and any additional Notes can also be entered in the textboxes below, if necessary.
Tip
Use the Notes section to record any proposed stock to be used for the enquiry. Once the Enquiry/Booking is converted to a Quote, stock can be assigned to the order based on these notes.
Note
The Task and Resource sections above cannot be edited until the Enquiry is converted to a Booking.
Converting Enquiries to Bookings
Main > Enquiries > Business Planner > Task List / Resource Planner
Enquiries can be converted to Bookings at any time, by opening them and clicking on the Change to Booking button at the bottom of the Add a New Enquiry pop-up window.
Once the Enquiry has been converted to a Booking, its date and time can be edited using the Task section to the top-right of the pop-up window (now called Add a New Booking).
A resource can also be assigned to the booking, using the Resource section below.
The rest of the customer and vehicle details can continue to be edited, as usual.
Note
The mandatory Enquiry fields (e.g. Given Name) are not required to save a booking, but it must have an allocated time instead.
Enquiries can then be converted to Quotes, Work Orders or Invoices by opening them and clicking on the relevant button at the bottom of the pop-up window.
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