--- 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 **Marlin GTX** 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 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. 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 ![Image](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-09RW8LHL.png) (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 **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 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 **Add** drop-down at the top of the Line Details list. ### Remark Lines Remark lines can be added to orders by clicking on the 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 **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 **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. 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 **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 **Edit** mode - Click on the **Documents** tab - Tick or untick the **Print Work Order Prices** checkbox on the right - Click **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? **Magnifying Glass** button ![](data:image/png;base64,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) **Add** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1704776179584.png) Shortcut: **Insert** **Delete** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1706753643481.png) **Import External Data** button![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1715054150912.png) Shortcut: **S****hift+F7** **Edit** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705889838140.png) Shortcut: **F2** **Save** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705904835202.png) Shortcut: **F10**