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Purchasing
Quantities on Model Options
Models can now be configured to be quoted, sold, and purchased with quantities of Model Options. You will find that quantity amounts can now be set throughout the entire quoting and purchasing workflow. This includes:
- Selling or quoting on Point of Sale
- Creating a Machine Purchase Request
- Creating or editing a Machine Purchase Order
Editing Model Option Costs on Machine Purchase Order
Purchasers wanted the ability to edit the cost of Model Options while editing a Machine Purchase Order. Previously, when ordering Models and then finding out about price changes after submitting the PO, the only way to adjust the cost was to either recreate the Purchase Plan, or remove all the existing options and recreate a new set of Custom Options with the updated pricing.
We have updated Model Options editing capabilities on our Machine Purchase Order page. You can now edit descriptions and costs. Similar to how Model Options was updated across the rest of Flyntlok in a previous update, this should feel more inline with all other purchasing workflows. And yes, quantity can be edited here too:
Item MSRP Column on Purchase Orders [#69362]
Opportunity
Purchasing teams wanted the ability to view the Item’s MSRP directly within the Part Purchase Order interface.
Solution
Item MSRP is now available in the column chooser on Part Purchase Orders, allowing users to include it in their custom layout. Further, some datagrid improvements enable layout saving and resetting for a personalized experience.
Export Machine Receiving Voucher [#66707]
Opportunity
Service Managers needed a way to troubleshoot large machine Receiving Vouchers more easily. Without an export option, reviewing long lists of received machines was time-consuming.
Solution
Machine Receiving Vouchers now include an "Export CSV" option in the Actions dropdown, allowing easy export of all voucher lines for review in Excel.
Item Transfer on Part Purchase Orders [#69225]
Opportunity
When vendors shipped parts on a different Purchase Orders than originally ordered, parts staff had to manually edit the original Purchase Orders and recreate the receiving voucher to ensure accurate receiving.
Solution
Added the ability to transfer items between Purchase Orders. When an item is transferred, it is automatically included on the open Receiving Vouchers of the Purchase Order. This functionality is available from the Actions dropdown on the Purchase Order, labeled "Transfer Item From PO."
Add Items to Receiving Voucher [#69225, Part Deux]
Opportunity
Parts Managers reported inefficiencies (and boldly challenged Flyntlok to solve this problem) when vendors shipped additional parts that were not originally listed on a Purchase Order. To receive these unexpected items, users first had to update the PO manually before they could add them to the voucher.
Solution
Challenge Accepted, Neil! Introduced a new “Add Items” option under the Actions dropdown on the Receiving Voucher page. This allows users to add missing parts directly to the voucher. When items are added this way, the corresponding Part Purchase Order is automatically updated.
Item MSRP and List Price on Part Purchase Order PDF
Opportunity
Parts Managers requested visibility into both the Item MSRP and List Price directly on the Part Purchase Order PDF to assist with pricing validation.
Solution
Added a new setting: "Display Item List Price and MSRP on Parts Purchase Order PDF." When enabled, this setting will include both the MSRP and List Price of each item on the printed Purchase Order PDF. To turn this feature on, go to Flyntlok Settings and find it under the Purchasing section.
CRM
Improved Lead Search Capabilities [#68722]
Opportunity
CRM users needed a more flexible and powerful search when working with leads. Previously, searching by phone number or email returned no results, limiting the usefulness of the search function.
Solution
We’ve enhanced the global search on the "All Leads" report to include phone numbers and email addresses, making it easier to find leads with limited information.
Lead Handling Improvements
Opportunity
CRM users reported issues with lead handling, noting that new Leads that were created from the “Text Us” widget or from Zapier weren’t automatically linking to customers and that users could initiate Sales Orders, Work Orders, and Rental Contracts without a customer assigned.
Solution
A Customer will now be automatically assigned to a new Lead if the phone number or email matches a contact on exactly one customer. Additionally, a customer must be assigned before creating a Sales Order, Work Order, or Rental Quote from a lead.
Point of Sale
Machine Options on Sales Orders [#68404]
Opportunity
Sales Managers needed a way to display selected “Machine Options” on the Sales Order and invoice PDFs.
Solution
We’ve updated the Sales Order system to include ”Machine Options” when a machine is sold using the “Sell Machine” button or through the Machine Dashboard. Options now appear directly on the Sales Order page and in the PDF.
Rental
"All Rates" on Rental Rate Sheet PDF [#66965]
Opportunity
Salespeople requested the ability to show multiple Rent Schedules when printing a rate sheet for their customers. This is because many Rental Departments use tiered pricing to support upsell opportunities, such as offering discounts for preferred customers or better rates for long-term rentals. Being able to present flexible pricing options would help to maximize rental opportunities.
Previously, rate sheets were limited to showing only the default Rent Schedule based on the contract’s location.
Solution
The updated Rate Sheet now offers two display modes:
- Location Rates: Displays the default Rent Schedule tied to the contract’s location. This is the same as before.
- All Rates: Displays all available Rent Schedules configured in your system. Only populated rate types will be shown. Empty fields (like an unset hourly rate) will be automatically hidden for a cleaner layout.
Parts
Margin Calculation on Item Dashboard [#69315]
Opportunity
Users reviewing item costs wanted a quicker way to assess profitability without needing to do manual calculations. Visibility into margin and profit directly on the Item Dashboard supports faster pricing and purchasing decisions.
On Item Dashboard, when clicking to reveal costing information, we now show margin percentage and profit amount.
Resolved Issues
Inactive Parts in Alternates View
Complaint: Sometimes inactive items are being displayed in the alternates view when viewing part through the search.
Correction: Fixed.
Duplicate Machine Purchase Order Notifications
Complaint: Machine Purchasers reported that they would sometimes receive a number of duplicate notifications when they complete a Machine Purchase Order derived from Machine Purchase Requests.
Correction: Only one notification will be received.
Rental Contract in Machine Search Results
Complaint: Users reported that machines that were currently rented out were showing a blank space in the Status column when searched using M?.
Correction: Fixed.
Part Sales History Report Freezing [#69335]
Complaint: Sometimes the Part Sales History report was becoming unresponsive when loading.
Correction: Fixed.
Work Order Final Invoice Showing Incorrect Terms [#69206]
Complaint: The "Work Order Invoice Terms" setting in Flyntlok Settings was not functioning as expected. Instead of displaying its contents on the final invoice, the system was incorrectly using the general "Work Order Terms" setting.
Correction: The "Work Order Invoice Terms" setting now correctly controls the terms displayed at the bottom of a Work Order’s final invoice.
Scheduled Work not Showing in Mobile "My Work" [#69152]
Complaint: Technicians and Service Writers noted that multi-day scheduled events created through Service Scheduler were not appearing in the assigned technician's "My Work" view.
Correction: Fixed. Multi-day scheduled events now appear on an assignee's view when filtering by any date that falls within the start and end date of the event.
Discrepancy in Labor Hours when Invoicing Work Order [#69203/69453]
Complaint: Service Writers reported that the “Billable Hours” as reported and shown within the Work Order Dashboard did not correctly carry over to the final Invoice.
Correction: Fixed.
Invalid Transfer Quantities on Item Dashboard [#69325]
Complaint: Inventory Managers reported that on Item Dashboard, they were unintentionally able to transfer more quantity than was available at the source location.
Correction: Fixed. Improved UI to show and prevent when a requested transfer amount exceeds quantity on hand at the selected location.
Sparks Orders Missing ID [#69492]
Complaint: Salespeople noted that sometimes Sales Orders generated by a Sparks customer showed up in their dashboards without an ID set, resulting in the Sales Order link not being clickable.
Correction: Fixed.
Photo Upload Options from Android Devices [#69170]
Complaint: Technicians reported that when attempting to attach photos to a Work Order from mobile using an Android-based device, they were only presented with the option to select existing photos. Users on iOS devices had the additional option to take a new photo.
Correction: Fixed.
Password Expiration Notification
Complaint: Users mentioned that they were not receiving a notification when their password was close to expiring.
Correction: Fixed.
Card Approval Information on Sales Order Thermal [#65280]
Complaint: Salespeople reported that when accepting a card payment on a Sales Order, the approval code was not appearing on the thermal receipt PDF.
Correction: Fixed approval numbers not showing. Additionally, we now include more card information:
Special Order Undo Receive Fix [#69591]
Complaint: Users were able to undo the receiving of a Special Order item that was already fulfilled, leading to incorrect allocation states.
Correction: Flyntlok now warns users when attempting to undo the receiving of a Special Order item if the linked Sales Order is already in a Delivered status.
Last Release Notes
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