Product Search

**Marlin GTX** enables users to locate and select products across multiple workflows, including point of sale, work order processing and business planner bookings.

Products can be searched for directly from within work order lines, or more broadly using the Product Search module.

The Product Search module can also be used to view product details, check stock levels or add items directly to orders and bookings.

Product Search Module

Broader and more detailed product searches can be made using the Product Search module.

The module can be accessed from the menu bar by selecting Main > Enquiries > Product Search.

It can also be accessed from a work order or invoice window by clicking on the Search button or press F5.

Product Search can also be accessed from a Business Planner Booking by clicking the Stock Search butto at the bottom of the Add/Edit Booking window.

Searching for Products

Main > Enquiries > Product Search

Products can be searched for using keywords such as code, name or size.

To search for products:

• Enter a keyword in the Search For field
• Select a search method from the Search By drop-down
• Use the checkboxes below to filter results if needed
• In the Pricing drop-down, choose:
• Customer for general pricing
• Retail or Wholesale as required
• To use specific pricing:
• • Select a Customer in the customer field
  • Select a Location in the location field
• Click Search (bottom-right) to perform the search

Product Search Results

Once a product search is performed, search results will be shown in the section below.

You can click on the buttons to the top-left of the product list to view additional information:

• For prices, click

• For all prices, click

• For quantities, click

• For quantities at other branches, click

• For recommended selling prices with sales tax, click

• To show or hide product costs, click

• To view the selected product image, click

• To open the selected Product Maintenance file, click

Note

When show quantities or show branch quantities is active, cost and selling price views are disabled.

Viewing Product Details

You can access detailed information such as setup, pricing, history, costs and profitability for any product retrieved through search.

To view product details:

• Select a product from the list
• Click the Show Maximise/Minimise Details button in the bottom-right corner of the screen
• Click on the tabs to view different details

To close the panel:

• Click the Show Maximise/Minimise Details button again

Adding Search Results to Orders

If opened from a Work Order or Booking window, Product Search can be used to add products to an order or the Booking’s Notes section.

To add products to an order:

• Tick the checkbox to the right of the product
• Click Select (bottom-right)

For work orders, the product will be added to Line Details list.

For planner bookings, the product detaisl will be added to the Notes section.

Note

Products added to the Booking notes section will not be added to the Work Order details list. It is therefore usually best to perform product searches from within a Work Order.

Tip

You can add multiple products at once.

Work Order/Invoice Searching

Products can also be added to orders and invoices 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.

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)

Search button

Maximise/Minimise Details button