Item Packages

Marlin Tyre and Mechanical Workshop Software allows item packages to be set up based on different time periods and pricing modes.

To enable item packages, please contact the Megabus Support Team.

Once enabled, packages can be viewed and edited by selecting Master Files > Items > Packages from the menu bar.

The Packages module will open on the Search page, showing a list of active packages within the Marlin system.

Adding Item Packages

Master Files > Items > Packages

To the top-right of the Packages Search list, click on the Add action button.

The Packages Add window will open on the Details tab, which contains a form for adding a new package.

Once all the relevant details have been added, click on the Save action button at the top-right of the module window to add the package and return to the Search window.

General Package Details

Master Files > Items > Packages > [Package]

The General section on the left is used to enter basic information about the package.

At the top, in the Code textbox, enter a short code that will be used to identify the package.

In the Name textbox, enter the full name of the package.

To make the package an Add-On package, which is automatically added to a customer order whenever a relevant item is added, tick the Add-On Package checkbox.

From the Pricing To Use drop-down menu, select how the package's price will be calculated:

• Package Prices requires prices for each package item to be entered in the Details list below.

• Current Prices uses the prices of the package items at the time the package is sold, as determined by the customer's sell price slot or a sell price slot specified below.

• Prompt for Total allows a total package price to be entered in the Package Total textbox below. The total value will then need to be allocated among the package items using the Details list below.

The selected Pricing to Use option will determine which of the below options are available.

The Package Total textbox will only be active if the Pricing to Use drop-down is set to Prompt for Total.

• If Prompt for Total is selected, enter the total price of the package in the Package Total textbox.

For packages where the Pricing to Use drop-down is set to Current Price, the Sell Price Slot picker can be used to select a default sell price slot to use for the package for all customers.

The Use Customer Price Slot checkbox will only be available if the Pricing to Use drop-down is set to Current Price.

• Ticking the Use Customer Price Slot checkbox will apply the prices of the selected customer's sell price slot when adding it to a customer order.

Ticking the Is this Package Editable checkbox will allow the package's contents and pricing to be edited when it is added to a customer order.

When added to a customer order, editable packages will have additional action buttons available to add items, add accounts, add remarks and to delete details from the package.

Leave the Active checkbox ticked to activate the package within the Marlin system.

Package Dates

Master Files > Items > Packages > [package]

The Date section to the top-right of the Details tab can be used to activate the package for a specific date range.

To make the package always available, leave the Use Sell Dates checkbox unticked.

To make the package available for specific dates, tick the Use Sell Dates checkbox, which will activate the calendar pickers below.

Use the Start Date calendar picker to select a date from which the package will be able to be added to customer orders.

Use the End Date calendar picker to select a date from which the package will no longer be able to be added to customer orders.

Package Print Options

Master Files > Items > Packages > [Package]

The Print Options section determines how the package's prices are displayed on the customer’s invoice.

To show the prices of each item in the package, tick the Print product line prices checkbox.

To show that a package was sold, the name of the package and the subtotal of the package, tick the Print Header and Sub Total checkbox.

Package Reporting Categories

Master Files > Items > Packages > [package]

The Reporting Categories list to the bottom right shows a list of active package reporting categories.

Packages can be assigned to reporting categories using the relevant Reporting Group cell.

Adding Items to Packages

Master Files > Items > Packages > [Package] > Details

The Details list at the bottom portion of a package's Details tab can be used to add items and other details to the package.

To add an item to the package, click on the +Item button to the top-right of the Details list, or in the next empty cell of the Item column.

A picker will appear in the next Item cell, which can be used to select from a list of active items to add to the package.

Item quantities and amounts can be adjusted as usual by editing the relevant columns in the Details list.

The Total Amount of items added is shown at the bottom right of the Details list, and will also update in the Package Total textbox, if applicable.

The order of package details can also be rearranged by dragging and dropping them into different positions on the details list.

Adding Item Categories to a Package

Master Files > Items > Packages > [Package] > Details

In addition to specific items, general item categories (e.g. "batteries", "tyres" or specific brands) can be added to the package instead.

To add an item category, click the +Category button to the top-right of the Details list.

A picker will appear in the next Item cell, which can be used to select an item reporting category.

Adding Remarks to Packages

Master Files > Items > Packages > [Package] > Details

To add a remark to a package, click on the +Remark button to the top-right of the Details list.

The next cell will now have a textbox in which a remark can be entered.

Standard remarks can also be added using the picker in the right of the textbox.

Deleting Package Details

Master Files > Items > Packages > [Package] > Details

Details can be deleted from packages by selecting the relevant line and then clicking the Delete button to the top-right of the Details section.

Allocating Item Package Prices

If a package's Pricing to Use is set to Prompt for Total, the total package amount will need to be allocated across its items.

If the Package Total does not match the Total Amount of its items in the details list a Balance textbox will appear to the right of the Package Total, showing the amount left to allocate.

Package totals can be automatically allocated across the package items by clicking the Allocate button to the right of the Balance textbox.

Alternatively, allocations can be manually distributed by editing the Unit Price for each item in the package's Details list.

Once the Package Total and Total Amount match, the Balance textbox and Allocate button will disappear.

Adding Item Packages to Customer Orders

Daily Activity > Customer Orders

Open a customer orderr in Edit mode and click the Order Details tab at the top.

To the top-right of the Order Details list, click on the +Package button.

A picker will appear in the next cell, which can be used to select from a list of active packages to add to the customer order.

Once a package is selected, it will be displayed on the order with a grey line at the top and bottom to indicate where the package starts and ends.

On the bottom grey line, the package subtotal is shown, along with the quantity of the package to be sold which can be edited.

The configuration of the package will determine what else can be edited once the package is on the order.

Packages are distinguished on order details list by a green border.

For editable packages, each item, price and quantity can be adjusted by using the pickers and text boxes as usual.

Additional items, account postings and remarks can also be added to editable packages. When the focus is on the package (by clicking within it) using the action buttons at the top-right of the order detail list will add the new line within the package.

Lines can also be dragged in and out of editable packages, and their order can be rearranged.

Details can be deleted by selecting the line and then clicking the Delete button to the top-right of the Order Details list.

To delete the entire package, select a package header or footer (the grey lines bordering the package details) and click on the Delete action button to the top-right of the Order Details list.

Add-On Packages

Master Files > Items > Packages > Add

Add-on packages are linked to specific items or item reporting categories and are automatically added to a customer order whenever the relevant item is added.

To make a package an Add-On package, tick the Add-On Package checkbox below the Name textbox in its Details tab.

The remaining package details can be configured as usual, with the exception of the Details list.

Add-On Package Details

Master Files > Items > Packages > [Package] > Details

If the Add-On checkbox is ticked, an additional Use Order Quantity column will be added to its Details list.

To have the quantity of a line match the quantity of the item it is linked to, tick the relevant Use Order Quantity checkbox.

Alternatively, to have a set quantity for a line, enter a value in the relevant Quantity cell, as usual.

Linking Add-On Packages to Items and Reporting Groups

Master Files > Items > Packages > [Package]

If the Add-On Package checkbox is ticked, an additional Items tab will become available, which allows the Add-On Package to be linked to individual items and/or item reporting groups.

Linking an add-on package with an item reporting group will automatically add the package to an order whenever any of the items from the reporting group are added to it.

To link an add-on-package with an item or reporting group, click on the Add button to the top-right of the relevant list and use the picker that appears on the next empty line to select an item or reporting group to link the package with.