---
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
{{variable.GTX Bold}}'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.
::: (Info) (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.
::: (Info) (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 {{variable.SupportTeam}}.
:::
::: (Info) (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.
:::(Info) (Note)
Once existing owner or vehicle information has been added, it can then be edited, as needed.
:::
::: (Warning) (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.
:::
::: (Info) (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.
::: (Info) (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.
:::
::: (Warning) (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.
:::
:::(Info) (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.
:::(Warning) (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.
::: (Warning) (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.
:::
:::(Info) (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.
:::(Info) (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.
