Marlin GTX enables the recording of supplier invoices, expenses, assets and delivery dockets using the Purchases module.
receiving
The Purchases module can be accessed by selecting Main > Data Entry > Purchases from the menu bar.
The module can be used to enter invoices, which bring products into stick as well as recording the supplier’s final charges.
Delivery dockets can also be used to record the arrival of products before the invoice is received so products can be brought into stock and traded immediately
Invoicing Purchases
Main > Data Entry > Purchases
Purchases can be invoiced to record supplier charges and bring products into stock.
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By default, the Purchases module will open on the Supplier Tax Invoice screen (or click on Supplier Tax Invoice in the New Transactions section on the left).
In the Enter Supplier Tax Invoice screen:
- Select the Supplier
- Enter the Supplier Invoice Number
- Select the Salesperson
- Select the Date for the transaction
- Enter the Total Invoice Amount
- Press Tab on the keyboard
- The GST amount will be automatically calculated
Use the Line Details list to add products:
- Click on the picker (magnifying glass) icon to select the product (or press F4)
Click on Use Catalogue Code or Use Product Codes at the top to switch between code types, if required
- Add to the Description, if required
- Enter the Quantity
- Click the Add button at the top to add a new line and repeat, if required
- Click Finalise (top of module) and confirm
- Enter a Payment Due Date, if required
The Total Invoice Amount will be added to your outstanding balance with the supplier and any products on the invoice will be brought into stock and can be sold as usual.
By default, costs are shown as excluding GST, but the Show/Hide GST button 
can be used to toggle between excluding and including GST.
Supplier contact details can also be viewed by clicking Show Supplier Details and closed by clicking Hide Supplier Details.
Entire purchase order details can be quickly added to supplier invoices by clicking on the down-arrow next to the Add button and selecting Import Purchase Order.
Non-Inventory Expenses
Non-inventory expenses or business assets can also be added to supplier invoices by selecting an Expense Code or Asset Code when selecting a product to add to the invoice details list.
Select Telephone Landlines for a phone bill, or Plant and Equipment for equipment purchases.
Expense and asset codes must be added as products before they can be selected.
See Product Maintenance.
Delivery Dockets
Main > Data Entry > Purchases
Delivery dockets can be used to bring products into stock before receiving or entering a supplier invoice for them.
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To enter a delivery docket:
- Click on Delivery Docket in the New Transactions section on the left
The Enter Delivery Docket screen will open:
- Select the Supplier
- Enter the Delivery Docket Number
- Select the Salesperson
- Enter the Date
Use the Line Details list below to add products:
- Click on the picker (magnifying glass) icon to select the product (or press F4)
- Enter the Quantity
- Leave the Cost blank (unless you know what the exact cost will be)
- This will be entered later when invoicing
- Until then, GTX will automatically apply the last cost
- Click the Add button at the top to add a new line and repeat, if required
- Click Finalise and confirm
The products have now been brought into stock and can be sold as usual.
Entire purchase order details can be quickly added to supplier invoices by clicking on the down-arrow next to the Add button and selecting Import Purchase Order.
Invoicing Delivery Dockets
Main > Data Entry > Purchases
After you receive the invoice from the supplier:
- Click on Supplier Tax Invoice in the New Transactions section on the left
- Select the Supplier
If there are open delivery dockets for that supplier, the Select Delivery Docket pop-up will open:
- Select the desired docket
- Click Import (bottom-right)
If you enter this as a new invoice without selecting the linked delivery docket, you will bring in the products twice and your inventory will be incorrect.
Delivery dockets can be added to supplier invoices after selecting the supplier by clicking on the down-arrow next to the Add button and selecting Import Delivery Docket.
The delivery docket details will automatically be added to the Line Details list.
In the section at the top, enter the Supplier Invoice Number and select the Salesperson as usual.
Additional products can be added by clicking on the Add button at the top to add new lines, if required.
The Invoice can then be finalised, as usual.
