--- title: "Planner Enquiries | GTX Planner" slug: "planner-enquiries" description: "Learn about Planner Enquiries in Marlin GTX, trusted automotive software by Megabus Software." updated: 2024-01-10T03:15:53Z published: 2024-01-10T03:15:53Z canonical: "help.megabus.com.au/planner-enquiries" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Planner Enquiries **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](https://www.megabus.com.au/support). 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](/v1/docs/gtx-account-customers) 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](/v1/docs/gtx-2-way-sms-texting), 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.