--- title: "Supplier Maintenance" slug: "supplier-maintenance" description: "Learn about Supplier Maintenance in Marlin GTX trusted automotive software by Megabus." tags: ["Marlin GTX"] updated: 2026-01-27T03:09:10Z published: 2026-01-27T03:09:10Z canonical: "help.megabus.com.au/supplier-maintenance" --- > ## 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. # Supplier Maintenance ****Marlin GTX**** enables supplier records to be added, containing account information and other extended tools for managing supplier activity. Suppliers can be viewed and edited by selecting **Main > Suppliers > Manage Suppliers** from the menu bar. Note **In centralised systems:** Supplier records can only be added at the head office. ## Adding Suppliers #### Main > Suppliers > Manage Suppliers Suppliers can be added by clicking on the **Add** button at the top of the Manage Suppliers window. **Enter** the account information as required. Tip If the settings for a new supplier will be similar to those of an existing one, that record can be cloned and then edited as required. **To clone a supplier:** - Select it in the **Supplier Maintenance** list - Click the **Clone** button at the top of the module window - **Edit** the details, as appropriate - Click **Save** The **Add Supplier** window will open. Enter the supplier's information in the **Details** tab, as required. Supplier [account information](/gtx/docs/suppliers-2#supplier-accounts) can then be added by clicking on the **Options** tab at the top. The other tabs can also be used to add [Contact](/gtx/docs/contacts) and [Document Delivery](/gtx/docs/document-delivery-methods) preferences along with other information as needed. Once all the appropriate information has been added, click **Save**. ## Supplier Accounts #### Main > Suppliers > Manage Suppliers > [Supplier] To add **account information** to a Supplier: - Click on **Options** tab at the top of their maintenance file > Note > > > > **Supplier Groups** provide a way to group suppliers together for reporting and purchasing functions. See the [Supplier Groups](/gtx/docs/supplier-groups) help guide for further details. ### Supplier Payment Terms #### Main > Suppliers > Manage Suppliers > [Supplier] Payment terms are assigned in the supplier record when you add a supplier and can be updated as needed. The assigned payment terms will be selected by default when you process an invoice for the supplier, however, you can choose a different set of terms for the invoice instead. See the [Payment Terms](/gtx/docs/payment-terms) help guide for more information. Note **In centralised systems:** Payment terms can be set only at the head office. ### Supplier Payments Due #### Main > Suppliers > Manage Suppliers > [Supplier] The **Payments Due** tab shows scheduled amounts and amounts due for the selected payment date, alongside a list of outstanding invoices. ## Supplier Contacts #### Main > Suppliers > Manage Suppliers > [Supplier] **To add contacts to a supplier:** - Open their **Supplier Maintenance** file in Edit mode - Click on the **Contacts** tab at the top - Click **Add** at the top **The Select Contact pop-up will open:** - **Select** existing contact - Or click **New Contact** to add a new one See the [Contacts](/gtx/docs/contacts) help guide for more detail. ### Supplier Statements #### Main > Suppliers > Manage Suppliers > [Supplier] The **Statements** tab lists supplier statements with key dates, status, balances, and totals. Use the **Details** section to drill into reconciliation totals, approved transactions, previous payments, payments, notes, and attachments for the highlighted statement. ## Supplier Documents #### Main > Suppliers > Manage Suppliers > [Supplier] When selecting Email or Megalink delivery, the values are taken from the contact information recorded in the **Details** tab of the supplier's Maintenance File. Note If these details are updated in the [Document Delivery Methods](/gtx/docs/document-delivery-methods) module, the same changes will also update the **Details** tab automatically. The **Documents** tab can also be used to set a default delivery option for the supplier. This default option controls how documents are delivered, but it **will not override** the contact details entered in the Details tab. **To set the default document delivery method:** - **Enter the contact details**, if required - **Select a method** to set it as the default - **To allow a different method to be selected:** Tick the Allow Override of Delivery Method During Transaction checkbox - **To save a copy of sent email or Megalink documents:** Tick the Print Sent E-Documents checkbox ## Supplier Transactions #### Main > Suppliers > Manage Suppliers > [Supplier] The **Transactions** tab shows all current year supplier transactions with header and line detail for the selected supplier. Here you can review **Dates**, **References**, **Transaction Types**, **Entry Modes**, **Amounts**, **Balances**, **GL Period**, and **Descriptions** across both header and detail grids. Details about selected transactions will be shown in the **Transaction Details** list at the bottom. ### Last Year Transactions #### Main > Suppliers > Manage Suppliers > [Supplier] The **Last Year Transactions** tab shows the prior financial year’s supplier transactions with the same header and detail structure as the current year. Transactions will be automatically move dto this tab when completeing the [End of Year CLose-Off](/gtx/docs/end-of-year) processs. ## Supplier Pending Rebates #### Main > Suppliers > Manage Suppliers > [Supplier] The **Pending Rebates** tab lists expected rebate transactions for the supplier filtered by status, type, and date range. Use this tab to track rebate accruals awaiting claim or processing. **To filter pending rebates:** - Choose a **Status**, **Type**, and **Date Range** from the drop-downs - Review **Expected**, **Type**, **Code**, and **Customer Code** columns for each item ## Supplier Statistics #### Main > Suppliers > Manage Suppliers > [Supplier] The **Statistics** tab summarises ordinary purchasing activity, claims, and branch activity by period, including today, week to date, month to date, and year to date. This tab can be used to **assess supplier performance** and activity at a glance without running separate reports. ## Supplier Notes The **Notes** tab can be used to record miscellaneous notes about suppliers. **To add a note:** - Click on **Add** (top of tab) - An new note field will appear below: - Enter the note - Click **{{glossary.save}}** (top of tab) Saved notes can be viewed and edited by **clicking on them** in the list at the top. Saved notes can be deleted by selecting them in the list and clicking on the **Remove** button at the top of the tab. ## Supplier Attachments #### Main > Suppliers > Manage Suppliers > [Supplier] Documents, such as contracts or other records can be saved against suppliers using **Attachments** tab. **To add a new attachment:** - Click on **Add** (top of tab) - The **Add Attachment** pop-up will open: - Select the attachment from your hard drive - Click **Open** **The Attachment Details pop-up will open:** - Enter a **Description** of the attachment - Select the attachment **Type** - Click **{{glossary.save}}** See the [Attachments](/gtx/docs/attachments) help guide for further details. ## Supplier Maintenance #### Main > Suppliers > Manage Suppliers > [Supplier] ## Supplier SMS Suppliers with mobile numbers can be contacted from the **SMS** tab using 2-Way SMS. See the [2-Way SMS](https://help.megabus.com.au/gtx/docs/two-way-sms) help guide for further details. **Add** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1704776179584.png) Shortcut: **Insert** **Clone** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1718934082643.png) Shortcut: **F5**. **Save** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705904835202.png) Shortcut: **F10** **Edit** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705889838140.png) Shortcut: **F2** **Delete** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1706753643481.png)