Release Note Cycles

You faithful readers of the Flyntlok Release Notes know that we operate in two-week release cycles. Given the upcoming holidays for American Thanksgiving and Christmas, we will be operating on three-week cycles. Our next release will be on Dec 12, 2024 followed by Jan 2, 2025. After that we’ll return to our regularly scheduled program of two-week cycles.

Also, since we have you! Flyntlok offices will be closed on Thursday, November 28 and Friday, November 29. We’ll send a reminder next week as well. Happy Thanksgiving!

Machines

Bulk Register Stihl Machines

Opportunity

Whenever a dealership sells a Stihl Machine, they need to register that sale with Stihl to begin the customer’s Warranty and for the dealership to obtain rewards. While Flyntlok already has an integrated Stihl Machine Registration workflow, if a dealership sells a large number of Machines at once, that workflow becomes very slow and time consuming.

Solution

Flyntlok’s Stihl "Machine Registration" view now supports registering Machines in bulk. Just select the Machines you want to register and click “Bulk Register” in the top right of the page.

You have the option to set the registration information for each Machine you’re sending to Stihl individually or by using the bulk operation tool on the lower left. The bulk operation tool currently supports updating the “Purchase Date”, “Primary Use”, and “STIHL Salesperson”.

When you’re ready, click “Submit to Stihl” to start registering your chosen Machines in the background. You can track the registration’s progress at the top of the page.

Refreshing or leaving the page will not stop any registrations in progress. Submitting another batch of Machines to register will add those machines to the queue to be registered without stopping any other registrations in progress.

Model Update Logging [#58305]

Opportunity

Managers requested that Flyntlok log more end-user changes to Models and provide a way of viewing edits made.

Solution

Added “Action Logs” to Models. When a change is made, a new entry will be created, tracking the user who made the change and the timestamp. Updates to important fields will be logged as well, including Make, Model name, List Price, and Allow Rent/Sale. Don’t go making changes you shouldn’t, Big Brother is watching you.

Display Finance Name / Due Date [#58520]

Opportunity

Managers requested the ability to see a Machine’s “Finance Name” and “Due Date” on the Machine Dashboard.

Solution

Added both fields under the Finance Information section.

CRM

Show Customer’s Existing Leads on New Lead Creation [#57140]

Opportunity

Managers reported that when creating a new Lead with a Customer, it would be helpful to see any existing open Leads for that Customer, as to avoid creating duplicate Leads.

Solution

Added a check for existing Leads upon new Lead creation.

Location and User Autofilling on New Lead Generation [#58199/58424]

Opportunity

Salespeople requested that when creating a new Lead from the Leads grid, the location would be set to their current location, and the creator would be set as the default Assignee, instead of starting blank.

Solution

Creating a new Lead will now set the default Location and Assigned User.

"SMS Not Allowed" Contacts on Work Order Notifications [#58450]

Opportunity

Service Writers mentioned that when sending a text from Work Order Dashboard, they were unintentionally sending messages to phone numbers with "Allow SMS" set to false.

Solution

Features on Work Order Dashboard that involve sending SMS to Contacts (Change Status & Notify, Activity Panel, etc.) have been updated to indicate if a number has "Allow SMS" disabled. If the Work Order's Preferred Contact does not allow SMS, they will no longer be the default selection when choosing a Contact phone number.

Icons have been added to reflect if a specific Contact number does or does not allow SMS:

Show Longer Notes on CRM “All Leads” Grid-View [#57068]

Opportunity

Users needed a way to manage longer notes in the CRM “All Leads” grid view without overwhelming the screen layout. Long text entries made it difficult to navigate and reduced the overall usability of the view.

 

Solution

“Internal Note” and “Latest Note” fields with longer text are now trimmed to save screen space. Users can view the full content by hovering over or clicking on the [...] icon:

Inventory & Receiving

Individual Item Labels on Receiving Voucher [#57139]

Opportunity

Salespeople requested the ability to print labels for individual Items on Receiving Vouchers. Right now it can only be done for all of the items only

Solution

Added a Label column to the Receiving voucher grid with a nice little button in it. Clicking this button will print an individual label for that Item.

Default Dates on Customer Dashboard "All Items Purchased"

Opportunity

Salespeople (and Sean) requested a quicker way to view a Customer's “Item Sales History” on the Customer Dashboard.

Solution

We have simplified the "All Items Purchased" pop up. It now defaults to a one year date range so you don’t have to first type in some values.

Creating Machine Purchase Orders from Multi-Vendor Purchase Requests [#56716]

Opportunity

Purchasers needed the ability to streamline the creation of Machine Purchase Orders when dealing with multi-vendor Purchase Requests. Previously, the system did not allow selecting models from multiple vendors in a single request, creating inefficiencies in the purchasing process when purchasing from a Distributor that handles multiple manufacturers.

Solution

On the Machine Purchase Requests page, users can now select models configured to different Vendors.

When creating a Machine Purchase Order, it will now generate a new PO without a Vendor. Users can then select the appropriate Vendor or Distributor in the next step.

Moves

Notes on Mobile Trips [#11382]

Opportunity

Managers requested the ability to add Notes on Moves via the “My Trips” mobile view.

Solution

Added the option to add a new Note to Moves on the mobile page.

Point of Sale

Thermal Pack Slip Receipt [#56887]

Opportunity

Managers requested the ability to print Thermal Pack Slips on an Invoice.

Solution

Added a “Generate Pack Slip” option under the “Actions” menu on the “Details” tab on an Invoice.

Discounts Summary on Quote Package [#56246]

Opportunity

Salespeople requested a way to display any discounts applied when creating a Quote Package for their Customers.

Solution

We now show a summary area under the quoted details that breaks down the subtotals, and if any discounts exist, they will highlight the total discounts applied. Additionally, each line will show the original rate and discount. (Discount Totals will not be displayed if there are no discounts, or if lines have been marked up.)

Tax Rules Indicator [#58441]

Opportunity

Salespeople and Managers requested a visual indicator to quickly identify when Tax Rules had not been configured on a Sales Order. This would help prevent errors and streamline the order review process.

Solution

If this feature is enabled, a dot will appear on the Tax Rules button to indicate that no Tax Rules have been configured for the Sales Order. This provides a simple yet effective visual cue for users to take necessary action.

Admins can enable this feature by checking this option in Flyntlok Settings:

Service

Restrict Technicians Clocking In [#58439]

Opportunity

Service Managers requested the ability to restrict their Technicians from clocking into Work Order Jobs, depending on the status of the Work Order.

Solution

Added the ability to configure Work Order statuses that don’t allow technicians to clock in. This configuration can be accessed through the wrench icon > Work Orders > Work Actions. Select “Edit” on an Action and select the “Prevent Techs Clocking In” box. (And ignore the ugly modal window you are presented with.)

Resolved Issues

Labor Revenue Doubled [#58295]

Complaint: Managers reported that Work Order Labor Revenue was being doubled for certain labor types.

Cause/Correction: Fixed.

Moves Disappearing From Schedule [#58281]

Complaint: Managers reported that marking Moves as “In Transit” would cause the Trip to no longer appear on the My Trips view.

Cause/Correction: Fixed. Moves can now be processed correctly and will continue to show up.

Labels on Unlinked Special Orders [#58059]

Complaint: Salespeople reported that when a Special Order is canceled, the Part label on the Receiving Voucher would still be printed under the “Will Call” labels section.

Cause/Correction: Fixed. When a Special Order Invoice line is removed from the SO, or the entire SO is deleted, the Part label will now print under the “Stocking” labels instead of “Will Call” on the Receiving Voucher.

Sage Machine Vouchers Failing to Post [#58316]

Complaint: Accountants reported that some Machine Vouchers were failing to post to Sage.

Cause/Correction: Fixed.

Mobile Work Order Job Editing Permissions [#58503]

Complaint: Service Managers reported that the Mobile Work Order Dashboard was allowing users to edit the Cause, Complaint, and Correction fields when they didn’t have the permissions to do so.

Cause/Correction: Fixed. These fields correctly respect user permissions now. And we are all about respect.

Data Grid Widths [#57141]

Complaint: Users noticed that data grid views were not respecting preset column widths.

Cause/Correction: Fixed. Data grids will now automatically resize columns on default views, and use the preset values on custom saved templates.

Duplicate Lines on Receiving Voucher [#58245]

Complaint

Receiving Personnel reported that some Receiving Vouchers were presenting duplicate lines.

Receiving Personnel reported that some Receiving Vouchers were presenting duplicate lines.

Cause/Correction

Fixed. This was a rare visual bug and did not have any effect on the Receiving Voucher or Purchase Order data.

Unexpected Zero-Dollar Rental Closing Invoice [#58303]

Complaint

Rental Clerks noted that when closing a Rental Contract that had a Pickup or Delivery address set at no charge, the system would still generate a Final Invoice instead of just closing the Contract.

Cause/Correction

Fixed. A final Invoice is no longer being generated when closing a Rental Contract with no charges due.

File Deletion Permissions on Purchase Orders [#58418]

Complaint

Managers mentioned that some users were able to delete a file from a Purchase Order even though their permissions were set to not allow it.

Cause/Correction

Fixed. The system now respects the appropriate delete permissions and only authorized users will be able to delete a file. Again, it’s all about respect.  

“Source” Missing when Copying Sales Order [#58455]

Complaint

Salespeople reported that when using the "Copy Invoice" button on Point of Sale, the original Invoice's selected “Source” was not carrying over to the newly created one.

Cause/Correction

Fixed.

Parts Requests Notifications not Sent [#58465]

Complaint

Service Managers stated that they were sometimes not receiving notifications for “Parts Requests” from their Technicians.

Cause/Correction

Fixed a bug that was causing notifications to not be sent from Technicians that were configured as part of a Technician Group but not as a Technician User Type.

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Last Release Notes

November 6th, 2024 Release Notes

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