---
title: "Work Orders | GTX Invoicing"
slug: "work-orders-2"
description: "Learn about Work Orders in Marlin GTX trusted automotive software by Megabus."
updated: 2026-03-02T03:20:15Z
published: 2026-03-02T03:20:15Z
canonical: "help.megabus.com.au/work-orders-2"
---
> ## 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.
# Work Orders
{{variable.GTX Bold}} enables structured job management from initial booking through to final invoicing using work orders.
**Work orders** record and manage job information, including [customer](/gtx/docs/work-orders-draft#adding-customers-to-work-orders), [vehicle](/gtx/docs/work-orders-draft#cash-customers) and [product](/gtx/docs/work-orders-draft#adding-products-to-work-orders) details.
Work orders can also be used to take [deposits](/gtx/docs/work-orders-draft#deposits-and-delivery) and [create purchase orders](/gtx/docs/work-orders-draft#work-order-purchases) when product quantities are insufficient.
They also support optional [line price printing](/gtx/docs/work-orders-draft#printing-line-prices) and [gross profit visibility](/gtx/docs/work-orders-draft#gross-profit-margins).
## Work Order Benefits
Rather than [direct invoicing](/gtx/docs/invoices), work orders are the **recommended process** for managing jobs and invoices.
**Work orders provide:**
* **Permanent database records:** Every work order is stored with detailed job information, including parts used, labour entries, customer details and timestamps.
* **Future planning support:** Work orders enable you to check if you have enough stock to complete upcoming jobs. The [Business Planner](/gtx/docs/business-planner-index) also features a **fillable** column for checking stock availability ahead of scheduled jobs.
* **Clear stock allocation:** You can easily trace where products have been allocated using the **Stock Search** function.
* **Full auditability:** If work order auditing is enabled, all changes to the job (including edits, status changes and stock movements) are recorded. Audit reports can be generated for internal control or compliance.
* **Improved operational control:** Work orders support better job tracking, technician scheduling and communication across departments.
## Adding Work Orders
Work orders can be added and attached to bookings from within the Business Planner by clicking on the **Work Order** button at the bottom of the Add/Edit Booking pop-up.
Standalone work orders can also be added from the **Invoices** module, by:
* Selecting **Main > Data Entry > Invoices** from the menu bar
* Clicking on the yellow **Work Order** button on the left
:::(Warning) (Tip)
Standalone work orders can also be added from within the Business Planner, and have a booking created from them, by clicking on the **Quick Work Order** button on the right.
See the [Planner Work Orders](https://help.megabus.com.au/gtx/docs/planner-work-orders#adding-work-orders-to-the-task-list) help guide for further details.
:::
## Adding Customers to Work Orders
When adding a work order, you first need to enter the **customer** and **salesperson** details, using the sections at the top.
### Account Customers
Account customers can be added to a work order using the **Customer** picker at the top-left to select an [account customer](/gtx/docs/account-customers).
Once selected, their **Delivery Address** details will be filled in and can be edited below, if applicable.
:::(Warning) (Tip)
Additional customer information and transaction history can be shown below by clicking on the **Show Customer Details** button at the bottom-right of the customer section.
:::
### Cash Customers
One-off sales for walk-in or cash customers can be processed by selecting **1 - CASH SALE** from the Customer picker.
Specific [AutoTracker customers](/gtx/docs/autotracker-customers) or [vehicle registrations](https://help.megabus.com.au/gtx/docs/vehicle-autotracker-1) can then be selected or added using the **AutoTracker** section at the top-right.
**To add a new AutoTracker customer:**
* Click the **New Person** button at the bottom-right of the AutoTracker pop-up that opens when clicking on the **Owner** icon 
(Or search for and select an existing one)
See the [Customer AutoTracker](/gtx/docs/autotracker-customers) help guide for more details.
## General Work Order Details
### Salespeople and Tax Details
When adding a work order, make sure to select yourself as the **Salesperson** using the picker in the General section on the right.
>default salesperson?
>Customer PO Number?
The selected customer's **GST Exemption Number** will also be shown in this section, if applicable.
### Details
>what does this section do?
### Deposits and Delivery
**Deposit** and **Delivery** details can also be entered using the sections at the bottom-right.
See the [Deposits](/gtx/docs/deposits) and forthcoming Delivery help guides for further details.
## Adding Products to Work Orders
Products and other items can be added to work orders using the **Line details** list at the bottom of the work order window.
**Products can be added by:**
* Clicking on the **{{glossary.Magnifying Glass}}** picker on the next empty line and selecting the required product from the list that appears
* **Begin typing** the full or partial code into the Product field to search for the product
:::(Warning) (Tip)
**Products can be searched for using:**
* **Product** for internal product codes
* **Catalogue Item** for supplier catalogue codes
* **Manufacturer’s Code** for manufacturer-assigned codes
**Product picker searches can be switched by:**
* Clicking on the **Use Catalogue/Product/Manufacturer Code** button at the top of the Line Details list
* Pressing **Shift+F6** on the keyboard
:::
### Product Search
Products can also be added using the [Product Search](/gtx/docs/product-search) function, which can be accessed by clicking on the **Product Search** button at the top of the Line Details list.
The **Product Search** pop-up will open, which can be used to find products, [as usual](https://help.megabus.com.au/gtx/docs/product-search#searching-for-products).
**To add products to an order:**
* Tick the **checkbox** to the right of them in the search results list
* Click on the **Select** button at the bottom-right
(or press Enter on the keyboard)
### Importing External Products
Products can also be imported from external supplier [integrations](/gtx/docs/integrations), including **[Repco Navigator Pro](/gtx/docs/repco-navigator-pro)** and **[Burson EzyParts](/gtx/docs/burson-ezyparts)**, by clicking on the **Import External Data** drop-down and selecting the desired option.
See the relevant help guides for further information.
## Other Line Types
Other line types, including **[Remarks](/gtx/docs/work-orders-draft#remark-lines)**, **[Packages](/gtx/docs/packages)** and **[Claims](/gtx/docs/customer-claims)** can also be added by clicking on the **{{glossary.Add}}** drop-down at the top of the Line Details list.
### Remark Lines
Remark lines can be added to orders by clicking on the {{glossary.Add}} drop-down and selecting **Add Remark Line** (or pressing F2 on the keyboard).
A blank line will appear in the Line Details list, which free-form remarks can be **typed directly** into.
[Standard remarks](/gtx/docs/remarks) can also be added by clicking on the **{{glossary.Magnifying Glass}}** picker to the right of remark lines.
### Deleting Lines
Work order lines can be deleted by selecting them and then clicking on the **{{glossary.Delete}} Line** button at the top of the Line Details list (or pressing F9 on the keyboard).
## Invoicing Work Orders
When ready, work orders can be invoiced by clicking on the **Invoice** button at the top of the module window.
The order will open in the **Enter Invoice** window and can be [finalised](https://help.megabus.com.au/gtx/docs/invoices#finalising-invoices) as usual.
:::(Warning) (Tip)
See [above](/gtx/docs/work-orders-draft#work-orders-benefits) about why using work orders is **safer and more effective** than using direct invoices.
:::
## Voiding Work Orders
Work orders can be voided by clicking on the **Void** button at the top of the module window.
## Work Order Purchases
If there is insufficient stock to fill an order, then the product Quantity number will be **shown in red**.
A purchase order for the missing products can be added directly from within the work order window by:
* Clicking on the **{{glossary.Import External Data}}** drop-down at the top of the details list
* Selecting **Purchase Order**
See the [Purchase Orders](/gtx/docs/purchase-orders#work-order-purchases) help guide for further information.
## Printing Line Prices
Line price printing on work order documents can be enabled or disabled by default for each customer via **Customer Maintenance** (Select Main > Customers > Manage Customers).
**To enable or disable line price printing:**
* Open the customer file in **{{glossary.Edit}}** mode
* Click on the **Documents** tab
* Tick or untick the **Print Work Order Prices** checkbox on the right
* Click **{{glossary.Save}}**
Line price printing can also be toggled for individual orders by clicking on the **Print Line Prices** button at the top of the details list.
Whether line prices will be printed or not is **indicated at the bottom-left** of the Line Details list.
## Gross Profit Margins
Gross Profit margins can be shown or hidden in the Line details list by clicking on the **Show/Hide Gross Profit** button at the top.
>customer sales + tracker history buttons - don't do anything?
>barcodes + overwrite?