Customer Order Types

Marlin Tyre and Mechanical Workshop Software allows different customer order types to be set up to suit different situations.

To view or edit customer order types, select System > Customers > Customer Order Types from the menu bar.

The Customer Order Types Search window will open, showing a list of Active customer order types.

Adding Customer Order Types

System > Customers > Customer Order Types

To the top-right of the Customer Order Types Search list, click on the Add action button.

The Customer Order Types window will open on the Details tab, which contains a form for creating a new customer order type.

In the Name textbox, enter the name of the new customer order type.

In the Sort Order textbox, enter a number to prioritise the customer order type in the Select Customer Order list, when adding customer orders.

Use the Default Status drop-down menu to select whether the new customer order type is a Quote or Confirmed order:

• Items added to Quotes will not be reserved and will be available to add to other customer orders, until the order is confirmed.

• Items added to Confirmed orders will have their available quantities reduced.

Use the toggles below to configure the customer order type:

• Ticking Reversal creates a credit note order type that will credit customers and bring items into availability.

• The Consignment Out, Validate Reporting Categories and Recurring functions have not been implemented yet and their selection (or deactivation) will not affect the customer order type.

Leave the Active checkbox ticked to enable the new customer order type within the Marlin system.

To save the customer order type and return to the Search list, click on the Save action button to the top-right of the details tab.