Release Notes Updates

Just a reminder to all you regular readers that new features might be looking a bit thin right now while we crank on some major infrastructure changes to make Flyntlok ready for the future! Again, these changes will allow us to scale our product so we can handle many thousands of customers in our native cloud environment. Once we complete this work, we’ll return you to your regularly scheduled “Dozens of New Features” in each release!

Sub-domain Update

We mentioned previously that as part of these major infrastructure updates, we will be rolling out to all our customers a new “Sub-domain” change over the course of the coming weeks. You will notice at some point when you log-in that the URL in your browser will show “mycompany.flyntlok.com”. For instance, we have already rolled out this change internally (along with a few select customers) and our subdomain is “juneau”, so our URL looks like:

Our crack dev team has even made it so that any bookmarks you made will get redirected automatically to your subdomain. But if you experience any issues with them, please just create a ticket and we’ll get you sorted!

Point of Sale

Sell Machines on Shopify

Opportunity

Salespeople requested the ability to sell their inventory of actual Machines through Flyntlok’s Shopify integration. We initially supported this by allowing Models in Flyntlok to be linked to Shopify Product Variants, but serialized Machines could not be linked directly.

Solution

Flyntlok now allows you to link Machines to Shopify Product Variants. You can also create a new Shopify Product from Flyntlok through the Machine’s editor page.

Additionally, you can link your existing Product Variants back to Machines in Flyntlok. When setting up an unlinked Machine in Flyntlok, you will see any Shopify Product Variants with a matching SKU for quick and easy linking.

If you would like to link individual Products to Machines yourself, you can set the SKU on the Shopify Product to “MA” followed by the Machine’s internal ID. When viewing the Machine in Flyntlok, you will see any Shopify Product Variants that have a matching SKU for easy linking.

(Admittedly, this setup can be confusing. Reach out to your friendly consultant for assistance linking your Shopify catalog. That's what we're here for!)

Furthermore, automatic syncing for price and weight are supported for Machines just like Items and Models. The quantity syncing for Machines will work a little differently from Models and Items as there is only one unit being linked. If “Auto-Sync Inventory” is enabled, Flyntlok will automatically update the quantity or location in Shopify when changes are made that may be relevant to the Machine’s listing in Flyntlok. These changes include actions like changing the “Allow Sale” flag or requesting a move from one store location to another.

Machines sold through Shopify Orders will appear on the new Flyntlok Invoice as a normal Machine line where they can be fulfilled as usual.

Sales

Electronic Signatures

Opportunity

Managers requested the ability for Customers to sign documents using an electronic signature.

Solution

We have added an electronic signature feature to our signature requests. With this feature enabled, there is an additional option to “Use Electronic Signature” on the request.

Customers using the electronic signature are no longer required to manually inscribe their signature in the box. Instead, they only need to type their name.

Once the form is submitted, Flyntlok will generate a signature for the customer and add it to the contract.

To enable this feature, go to Flyntlok Settings and scroll down to “Allow Electronic Signatures” under the Company section:

Service

ERP Work Order Tags

Opportunity

ERP Service Managers identified the need to enhance reporting capabilities for project management. Specifically, they requested a way to categorize Work Orders more effectively to streamline their data analysis and improve insights.

Solution

We introduced the ability for ERP Service Managers to add multiple tags to Work Orders. This new feature allows for more flexible categorization, making it easier to organize, filter, and generate detailed reports based on different project metrics.

To use this feature, click on the "Add Tags" button located near the top of any ERP Work Order Dashboard:

Resolved Issues

#59644

Complaint: Managers reported that John Deere Machines were requiring constant authentication with John Deere to display warranty information.

Correction: Fixed.

#57037

Complaint: Rental coordinators reported that replaced Machines were over-billing on interim invoices.

Correction: Fixed. Replaced Machines will now bill correctly, and any over usage fees will appear on the final invoice.

#57009

Complaint: Sales Managers reported that when merging a Customer, the Contacts did not copy over to the target Customer.

Correction: Fixed.

#57040

Complaint: Salespeople using AvaTax from Avalara mentioned that when applying a discount on a Sales Order, sometimes the prompt to recalculate tax would not be displayed.

Correction: Fixed.

#56992

Complaint: Sales Managers reported that card refunds on Invoices would sometimes silently fail and not show up in Gravity.

Correction: Fixed. Failed refunds will now pop up with a notification in Flyntlok.

#57157

Complaint: Service Techs reported that the Maintenance Scheduler on the Work Order Dashboard was missing the "Maintenance Templates" selector.

Correction: Fixed.

#57167

Complaint: Accountants reported that the printout for Sales Orders would show a 1 cent difference from the actual value in rare circumstances (where a discount resulted in a half-cent net price).

Correction: Fixed.

#57223

Complaint: Accountants reported that the “Load Payments” action on the QB Controls page would sometimes show that the process failed.

Correction: Fixed. The process was incorrectly showing a failure when there were no new Payments to load.

#56139

Complaint: Service Writers with Mandatory Jobs reported that the New Work Order page would scroll to the first job every time they opened it. This would sometimes cause the page to scroll to the bottom of the page, obscuring the required fields at the top.

Correction: Fixed. The page will now always start at the top, and only scroll to Jobs as they are being added during Work Order Creation.

#56140

Complaint: ERP Managers reported that when adding Trace information on a Work Order line, Techs were able to enter invalid or unrelated Work Orders or Purchase Order numbers.

Correction: Work Order and Purchase Order numbers are now checked for validity against the Work Order line's part number. Users will now see an error message when entering invalid Trace information.

#57210

Complaint: Salespeople reported that when printing a Sales Order, the "Sales Order Ad" image was sometimes not visible.

Correction: Fixed.

#57224

Complaint: Service Managers reported that filtering by "Status" on the Service Scheduler was returning an empty list, despite having Work Orders in the selected status.

Correction: Fixed.

#57236

Complaint: Technicians reported that they were unable to view work assigned to them on Mobile.

Correction: Fixed.

#57299

Complaint: Purchasers reported that the company's logo was not appearing on printed Machine Purchase Orders.

Correction: Fixed.

#57304

Complaint: Parts Managers reported that when creating an Item on a Sales Order, edits made through the “Advanced” option would not be reflected on the Sales Order.

Correction: Fixed. Items created using the “Advanced” option will now be added to the Sales Order once they are saved from the Advanced editor.

#57310

Complaint: Salespeople noted that the automatic credit card surcharge fee was not being displayed on the final invoice when processing payment using stored credit cards.

Correction: The credit card surcharge fee was correctly being processed by Gravity Payments, but was not reflected back on the final invoice after payment was taken. This was addressed and fixed.

#FF1234

Complaint: Dylan’s Flyntlok Fantasy Football team is performing very poorly. He talked a lot of smack going into the start of the season, but he’s almost in last place. (He won’t finish in last, alas. Our former intern, now full time developer Nick, has that well secured. A Harvard education can only teach so many things…)

Correction: Cannot/won’t fix. As designed.

 

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Last Release Notes

October 9th, 2024 Release Notes

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