Marlin GTX enables structured job management from booking through to final invoicing using Work Orders.
Work Orders record customer, vehicle and product details and control the full job lifecycle, providing:
- Permanent job records including parts, labour and timestamps
- Stock allocation and availability control before invoicing
Work Orders can be added directly to bookings, by clicking the Work Order button at the bottom of the Business Planner booking screen.
Work Orders can also be added by selecting Main > Data Entry > Invoices from the menu bar and clicking on the yellow Work Order button.
Customers and Vehicles
Account customers:
- Select using the Customer picker (top-left)
Cash Customers:
- Select 1 - CASH SALE
- Use the AutoTracker section on the right to select or add owner and vehicle details
Salespeople and Deposits
Select the Salesperson in the General section on the right.
Deposits and delivery information can be entered in the lower-right section.
Deposits are covered in more detail during a later onboarding guide.
Adding Products
Products are added using the Line Details list.
Products can be added by:
- Clicking the Magnifying Glass picker
- Typing the product code directly
- Clicking on the Product Search button
- Clicking on the Import External Data button
Work Order Purchases
If stock is insufficient, the quantity will be shown in red.
A purchase order for the missing products can be added directly from the work order by:
- Clicking on the Import External Data drop-down
- Selecting Purchase Order
See the Work Order Purchases help guide.
Other Line Types
Additional line types, including Remarks, Packages and Claims can be added using the Add drop-down.
Invoicing Work Orders
When the job is complete:
- Click on Invoice (top of module)
The Work Order will open in the Enter Invoice window, from which it can be paid and finalised (as covered in the following onboarding guide).
See the Work Orders help guide.
