Bulk Dispatch

Marlin Tyre and Mechanical Workshop Software's Dispatch function enables multiple customer orders to be invoiced at once.

The Dispatch function invoices and notifies multiple customers at once and can be useful for online retailers and other businesses that ship multiple orders at the same time.

The Dispatch function can be enabled using the CustomerOrder.EnableDispatch enterprise setting (which can be accessed by selecting System > Company > Settings from the menu bar).

Once enabled, a Dispatch tab will appear at the top of the Customer Orders Search list (which can be accessed by selecting Daily Activity > Customer Orders).

Dispatching Customer Orders

Daily Activity > Customer Orders

At the top of the Customer Orders module, click on the Dispatch tab.

The Dispatch tab shows a list of Current customer orders, including confirmed orders and back-orders.

Open orders can also be viewed using the filter to the top right of the module window to include quotes in the list.

Select the orders to dispatch by ticking the relevant checkboxes in the Dispatch column.

If necessary, orders can be edited directly from the Dispatch tab by double-clicking on them.

Once all the relevant orders have been selected, click the Dispatch button at the top right of the module window.

If there are any issues with any of the selected orders, the successful orders will still be dispatched, and the remaining orders highlighted in red.

Hovering the mouse over the highlighted orders will display help text identifying any issues.

Dispatch Document Delivery

Daily Activity > Customer Orders > Dispatch > [Dispatch]

Invoices for dispatched orders will be sent to all customers based on their default document delivery method.

If PDF is one of the default methods, the Document Deliveries pop-up window will open.

The separate PDF documents will be created in a Marlin temp folder, which can be accessed by clicking the Open Folder button.

If a document delivery fails, it can be reattempted by ticking the relevant checkbox and clicking the Retry button.

Composite Invoices

Daily Activity > Customer Orders > Dispatch

Multiple orders for the same customer and vehicle can be combined into single invoices from the Dispatch tab.

Composite Invoices can be enabled using the CustomerOrder.EnableAdvancedInvoice enterprise setting (accessed by selecting System > Company > Settings from the menu bar).

Once enabled, open the Customer Orders module and click on the Dispatch tab at the top.

Select multiple orders with the same customer and vehicle, by ticking the relevant Dispatch checkboxes.

Once the orders have been selected, click the Composite Invoice button at the top right of the module window.

The Advanced Invoice window will open showing a combined list of details for the selected orders, which can be edited as usual.

To dispatch the order(s), click on the Commit button at the top right of the module window.