Parts & Inventory

Bobcat Online Parts Catalog (OPC) Integration

Opportunity

Bobcat dealers expressed a need to access real-time inventory data within Bobcat OPC from Flyntlok and to efficiently manage pick lists created within OPC between the two systems.

Solution

To address this need, we have integrated Bobcat OPC with Flyntlok, providing two key capabilities:

Real-time Inventory Access

Dealers can now view inventory details from Flyntylok such as bin locations, quantities on hand (QOH), quantities on order (O/O), and pricing directly within the Bobcat OPC. To view the inventory details of the parts within the Bobcat OPC go to “Parts Catalog” and select a part you want to view. The opened modal will include the “DMS Availability” section populated with inventory data from Flyntlok.

The inventory data can also be viewed from within the pick list on the Bobcat OPC.

Pick lists Export

Dealers can export pick lists created in Bobcat OPC to Flyntlok, allowing for easy creation of draft Sales Orders or Internal Parts Orders. To export a pick list from Bobcat OPC to Flyntlok, while in the pick list on Bobcat OPC, click “Export As” and select “DMS” from the dropdown.

To view the exported pick lists back in Flyntlok, open the left sidebar, navigate to the “Parts” section, and click on the “Bobcat OPC Pick List” link.

On this page, you can view the list of parts on the pick list by clicking on the “View Parts” button.

To create a draft Sales Order, click the “Create Sales Order” button and follow the prompt.

Integration Setup

To connect Bobcat OPC to Flyntlok follow these steps:

1. Access the Integrations Page within Flyntlok

1. Click on the wrench icon on the Navbar
2. Navigate to “Flyntlok” section and click on “Integrations“ link.
3. Locate “Bobcat Online Parts Catalog” card and click on the “View Bobcat OPC Settings” link.

2. Choose the location you want to connect to Bobcat OPC.

3. Generate token

1. Enter Location’s Dealer ID.
2. Click on the “Request New Token” button.
3. This will populate the Access Token field.

4. Click on the “Copy Pricing URL” button to copy the Pricing URL.

5. Click on the “Copy Cart Upload URL” button to copy the Cart Upload URL.

6. Log into your Bobcat Account at https://dealer.bobcat.com/.

7. Click on “Bobcat Parts” under the “Parts” section.

8. Select Organization/Location. Use the location for the token you generated in step 3.

9. Under the “Create New Parts Order” section, click on the “Part Catalog” link.

10. Open the “Settings” in Bobcat OPC and navigate to the "DMS Integration" section.

11. Provide the URL from step 4 to the “Pricing” field and enable it.

12. Provide the URL from step 5 to the “Cart Upload” field and enable it.

13. Click on the “Save Changes” button to persist your settings.

14. Repeat steps from 2 to 13 for each location you want to connect to Bobcat OPC.

CRM

Zapier Integration

Opportunity

Salespeople, who make use of the automated workflow tool Zapier, have expressed an interest in automating the process of lead creation in Flyntlok by integrating these two wicked cool products.

Solution

To address this need, an app was created in Zapier that integrates with Flyntlok. This app allows users to automate the creation of leads in Flyntlok through various triggers and actions within Zapier.

The following fields are exposed to Zapier via our interface:

• Name (Required)
• Status (Always set to “New”)
• Number
• Email
• Address
• Source
• Tags
• Internal Note: Within Zapier, if you have additional data fields that you wish to be part of the lead, you can concatenate them together into this field.

Contact your friendly Flyntlok consultant if you would like to integrate us with your Zapier implementation.

Point of Sale

QOH on Quotes [#52675]

Opportunity:  Salespeople requested the ability to see the quantity on hand (QOH) directly on a Quote. Currently, users must approve or modify the quote to view QOH, leading to potential miscommunication about stock availability.

Solution: We added the display of QOH on the item lines within the Quote. This change will enable salespeople to accurately inform customers about stock availability without needing to approve or modify the quote.

Discount Application Enhancement [#52308]

Opportunity: Sales Managers have requested the ability to apply discounts to items based on their original list price, not the current displayed price. Otherwise, if the customer already has a discount in place, this would apply a discount to a discount (which is awesome for your customers, but not for you!).

Solution: Flyntlok introduced an option to apply discounts to each line item based on their original list price, ensuring each discount is calculated correctly from the list price rather than compounding discounts. This option is available only if the tenant is configured to calculate discounts line-by-line.

The "Apply Discount" form will now include two options for discount application:

1. Apply to displayed price
2. Apply to original price

Improved Visibility on Sales Order Signature [#52476]

Opportunity: Salespeople requested that when processing a Sales Order for an “Account Customer”, they would like to be able to more easily track if a signature had been collected on a Sales Order.

Solution: We have introduced a new option to display a warning when attempting to process a Sales Order. This prompt will show up when clicking on "Apply Payment & Process" if the Customer is an Account Customer, and their signature has not yet been collected.

It will also show a message by the Process button:

The warnings can be enabled via the Wrench Icon -> Flyntlok Settings

To further improve visibility, we have added a "Signed" badge at the bottom of the page. This feature is enabled for all standard Sales Orders.

Initiate Payment & Process for Text-2-Pay [#52925]

Opportunity: Salespeople requested support for our more streamlined “Pay & Process” workflow when requesting payments via Text-2-Pay.

Solution: You can now select “Initiate Payment & Process” when requesting payments via Text-2-Pay.

Service

Copying Files On Work Orders [#52633]

Opportunity:  Service Managers have requested the ability to copy files from one Work Order or Job to another, especially when dealing with Warranty Work Orders, which might be split off from the original Work Order or onto new Jobs.

Solution: We have introduced a dialogue box that allows users to copy both Work Order-level files and Job-level files to other Work Orders and Jobs as desired.

Click on the transfer icon on the file line:

To transfer a file from one Job to another the form requires the user to select a Work Order and a Job. Users also have an option to keep the original file.

Pre-Approved Work Order Amounts [#52925]

Opportunity: Service Managers requested the ability to set a customer-pre-approved dollar amount on a work order and to be informed when this amount is exceeded by the projected or actual cost of the work order.

Solution: Users can now choose to apply a work order pre-approved amount when creating a work order.

Once on the work order dashboard, this will be visible in General section of the page. It can also be edited here.

If, for any reason, the actual or projected cost of the work order exceeds this amount, a red banner will appear on the top of the work order dashboard.

Anyone who is signed up to be notified when this happens will receive a notification.

Once the costs are equal to or below the pre-approved amount, the banner will disappear.

Additionally, users can set a default pre-approved amount on the customer edit page.

This amount will be automatically applied to work orders for this customer unless it is overridden at the time of creation.

Machines

Voucher-Based Machine Location Update [#52541]

Opportunity: Receiving Managers requested that the “Responsible Locations” of machines automatically update when the location on a Machine Receiving Voucher is changed.

Solution: Flyntlok introduced a prompt that appears when the location on a Machine Receiving Voucher is modified. This prompt asks users if they want to update the physical locations of the machines to match the updated location on the voucher.

Editing Machine Comments on Mobile [#53074]

Opportunity:  Salespeople requested the ability to view and edit a Machine's comments from the mobile view.

Solution: We now show the Machine comments on our Mobile Machine Dashboard. It is editable by clicking "Edit" on the page.

Tasks

New Task Notifications [#52742]

Opportunity: Sales Managers expressed the need for Task related notifications so that users are made aware when a task has been assigned to them.

Solution: Users are now able to receive notifications when they are assigned to a Task, either as the primary or secondary person on the task.

How to Enable Notifications:

1. Click on your name in the Navbar
2. Navigate to “Preferences”
3. Click on “View Notification Settings”
4. Go to the “CRM” section
5. Locate “CRM Tasks Assigned to Me” setting
6. Select your preferred notification method: Email, SMS, or internal notifications

Resolved Issues

Missing Taxes on Printed WOs [#52359]

Complaint: When printing out or emailing a Work Order the tax amount is not included in the total.

Correction: Fixed.

Self-Referential Issues with Kits [#52417]

Complaint: Users reported errors when an Item was set as a Kit sub-item of itself.

Correction: We no longer allow a user to set an Item that is a Kit to be its own sub-item. Waaay too circular…

Unable to Apply Above-cost Discounts [#52419]

Complaint: Users reported not being able to apply an above-cost discount to some parts orders.

Correction: Fixed.

Error Processing Jobs with no POs [#52496]

Complaint: Users reported that processing a Job that didn’t have any Parts Orders would not mark the job as “Approved”.

Correction: Fixed.

Quantity Selection on Sales Order [#55064]

Complaint: Users reported that if you clicked into the Quantity or Fulfilled Quantity fields on the Point of Sale, the cursor would get placed at the end of the number. So if you wanted to change the value, it required that you highlight/select the whole field value first. This issue was both error prone and required extra clicks.

Correction: Fixed. If you click into either of the Quantity fields, we highlight/select the existing value so that if you type in a new value it will overwrite the previous value.

Improve Performance of Flyntlok Journal Entry System [#52965, #52985]

Complaint: Users reported that all Flyntlok journal entries were taking a very long time to process.

Correction: Fixed.

Fix crash on Incoming Call Page [#53077]

Complaint: Users reported that the incoming call page would crash when receiving calls from some numbers.

Correction: Fixed.

Don’t Let Scrolling Change Payment Amount [#53067]

Complaint: Salespeople reported that they would accidentally change the payment amount with the mouse scroller.

Correction: Scrolling with the mouse in the payment field has been disabled.

Incorrect Model Line Cost After Quoting [#53096]

Complaint: After accepting a Quote, users reported seeing the cost of the Quote’s Model lines change.

Correction: Fixed.

Don’t Associate Non-Sellable Machines to Model Lines [#53113]

Complaint: Users reported being shown non-sellable machines when associating machines to model lines on the Point of Sale.

Correction: Fixed.

Discount Structures on Kits [#52719]

Complaint: Users reported discount structures not being correctly applied to Kits on the Point of Sale.

Correction: Fixed.

Shipping Method on Item Purchase Orders [#53192]

Complaint: When editing an Item Purchase Order, a shipping method would be chosen by default. However, users could not change the default that was being selected, and they may not have realized a shipping method was being chosen automatically.

Correction: Fixed. The shipping method selector now displays a prompt to select a shipping method if one is not set, making it more obvious when a shipping method has not been chosen.

Celtics Not Winning Championships [#06-17-2008]

Complaint: Users, particularly those in the Northeast of the US, but ultimately any real basketball fan, have complained about the fact that the Boston Celtics have not won the championship since 2008. This has been particularly frustrating some years because they clearly had the better team, especially in 2023.

Correction: Fixed. Flyntlok made sure that the most talented NBA team in recent history (probably since '86 Celts) won the championship this year in an epic manner and clearly illustrated to all of North America that they are the best team in the league. Our Boston office is currently coordinating the Duck Boat parade with city officials.

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Last Release Notes

May 22nd, 2024 Release Notes

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