Marlin GTX enables customers to place orders using online trade portal.
Trade portals enable customers and salespeople to search for products, view pricing and product availability, and submit orders directly, depending on their permissions.
Orders placed through the portal appear in GTX as electronic orders for processing.
Links to trade portals can be provided to you by the relevant company.
Loggin In
Once your customer contact trade portal account has been set up, use your email address and portal password to log in.
link
If you are associated with more than one customer, select the account to log into.
Once selected, the customer you are logged into will be shown at the top of the portal window.
Changing Portal Accounts
To change portal accounts:
- Click Change Account at the top of the portal window
Logging Out
To log out:
- Click the drop-down arrow next to your user name
- Select Sign Out
Product Search
Once logged in, you can search for products using the Search field at the top of the portal window.
Search criteria can be changed using the Search By drop-down to the left of the search field.
Products can also be filtered using the fields to the left of the search results list and the checkboxes at the top-right.
Pricing and Details
To show product prices:
- Click on the Your Price heading at the top of the product list
- Hover over a product to display a pop-up showing pricing and other item details
- Double-click products to show pricing and stock availability details
screen shot of item details
Ordering
To add products to the order cart:
- Enter the quantity in the Add QTY field
- Click on the blue Add button to the right
Tip - ADD 4 ADD All buttons at top - need to check?
Tip order quantities can also be updated later in order cart
How to get to checkout?
To place your order:
- Click Submit Order
- Enter your Purchase Order Number
- Enter a Delivery Address, if one is not present
- Enter Other Instructions, if required
- Click Submit Order
A pop-up will confirm the order has been placed along with the relevant order number.
Click Return to return to the home page.
Processing Portal Orders
Orders placed using a Trade Portal will appear as Electronic orders in the Work Order and Dispatch modules and can be invoiced as usual.
Work Order Invoicing
To process an order:
- Open the relevant order
- Click Edit to edit the details if required
- Enter a Salesperson and click Invoice
Dispatch Invoicing
Open the Dispatch module:
- Select Main > Data Entry > Dispatch from the menu bar
- Double-click on the Dispatch status tab at the bottom-right of the GTX window
The Dispatch module will open.
Click on the Filter icon and un-select Show Only Today's Orders to see other orders, if required.
Portal orders have Electronic in the Entry Mode column.
To invoice the orders:
- Select a Salesperson at the top
- Tick the checkboxes to the right of the required orders
- Click Invoice at the top of the module window
