Shopify

Shopify Integration-(Ticket #FD-538)

Opportunity:  

Flyntlok users have requested the ability to manage their Shopify storefront via Flyntlok. They have expressed frustration with attempting to manage orders and inventory both on the Shopify storefront and in Flyntlok. Operating two separate systems exposed businesses to incorrect data entry and needless overhead. We have received multiple requests to provide a solution that bridges this gap.

Solution:

Flyntlok is now ready to reveal our new integration with Shopify! You will now be able to pull orders from Shopify into Flyntlok automatically. Flyntlok will also synch relevant information in your business system with Shopify, including inventory quantity, shipping/tracking labels, shipping weights for shipping cost calculations, and more. Please get in touch with your Flyntlok consultant if you are interested in this integration and we will help you get started. Below we will highlight some key elements of this new integration.

Flyntlok supports adjusting inventory details in Shopify from our Flyntlok Item Dashboards. Flyntlok also supports synchronizing your inventory quantity with Shopify. Once you have linked your Shopify items, Flyntlok will routinely update your Shopify Items including pricing, weight, and inventory information to ensure the data is synched correctly.

Once you have configured your inventory to be synched with Shopify (again, please work with your Flyntlok consultant if you need assistance here), Flyntlok will be able to ingest orders placed through your Shopify storefront into our Point of Sale system. The associated customer's contact information will be pulled from the Shopify order and saved within Flyntlok. This means you can manage your Shopify orders the same way you manage all other orders today. This includes the fulfillment of orders in Flyntlok, synching back up with Shopify, and synching the shipping details from Flyntlok to Shopify.

Flyntlok also supplies reports detailing your Shopify inventory from within Flyntlok. This could help discover discrepancies between Flyntlok's information and Shopify's information, if any. While Flyntlok will maintain synchronization between the data in your Flyntlok account and Shopify, users may still find differences when they intentionally break relationships between Flyntlok and Shopify. Some of our customers have even preferred to manage their pricing on Shopify differently than on Flyntlok. Our reports should help you manage these discrepancies.

Note- Please reach out to your friendly Flyntlok consultant if you have any questions or if you would like assistance connecting your Shopify account with Flyntlok. This feature is game changing!

Service

Automated Work Order Status Changes-(Ticket #FD-2556)

Opportunity:

Service Managers were finding Work Orders where the Status was not changed properly by their users as the Work Order moved along. When the Status is not progressed properly, then it fails to transfer the responsibility to a correct user/department. Rather than having to rely on manual Status changes by the users, Service Managers have requested the ability to automate a Status change on a Service Work Order when certain key actions have occurred and to have the ability to choose the Status the WO will move to when these actions take place. They would like the Work Order to be set to a specific status when the following events occur:

Solution:

We have implemented “Points of Action” within the Service workflow where Status Changes to a WO can be configured based on the WO's current Status. Below is a sample table illustrating before and after statuses based on the trigger events (you can set your own result statuses based on your workflows).

·

These automatic status changes will only occur if the specified conditions are met. If they are not, no status changes will occur.

Example-

· If my Work Order is in New status and I send an estimate, then move my Work Order to Estimate status

· If my work order is in Parts Requested status and all parts are received, then move my work order to Parts Received status

In the future, Flyntlok will create a kick-arse front-end utility for our customers to make all of these configurations on their own. However, we wanted to give you folks this Status Change capability sooner rather than later. And so, to that end, you need to work with your Friendly Flyntlok Consultant to get these workflows setup. Give them a call!

Work Order Worksheet-(Ticket #FD-2575)

Opportunity:                     

Service Managers have requested that we add a printable "Worksheet" to the Work Order Dashboard so that a Service Technician can work off of a paper copy of the WO. They would like for this printed Worksheet to display:

Solution:

We have added a printable "Worksheet" to the Work Order Dashboard with all of the above details.

   

Remove Work Order Fees for Internal Customer -(Ticket #FD-2598)

Opportunity:                     

We recently released a new feature to the Work Order Creation page that prevents fees from being added to a new Work Order if the associated customer is an Internal Customer. Service Managers using this feature have requested that we also add a warning to the Work Order Dashboard if the original customer of a WO is changed to an Internal Customer from a standard customer and there were fees applied to that WO.

Solution:

We have added an “Internal Customer- Remove all fees” warning message to the Customer field of the WO’s info tab. This message will display when the original customer of a WO is changed to an Internal Customer and the WO is currently charging fees.

Current Machine Miles/Hours Indicator on Work Order Check-In-(Ticket #FD-2615,46413)

Opportunity:                     

Service Managers had reported issues where their users had logged the associated Machines Hours and Miles incorrectly when Checking-Inon a Work Order and have requested an indicator of the Machine’s actual miles and hours be added to the Check-In modal. They hope this added visual will help prevent (or at least minimize) data entry errors.

Solution:

Flyntlok will now display the current Miles and Hours of the associated Machine below the fields when checking-in on a Work Order.

Purchasing

"Export to Grasshopper" Update-(Ticket #FD-2592)

Opportunity:

We recently released an  "Export to Grasshopper"  feature, allowing users to create a file extract that can be uploaded to the Grasshopper distributor for parts ordering. Purchasing Managers using this feature have requested the export respect any filters applied to the PO, so the export will only contain Items displayed within the filtered results.     

Solution:

We have updated the "Export to Grasshopper" option, and Flyntlok will now respect all filters applied to the Purchase Order and export only the filtered results. We have also moved the"Export to Grasshopper" option from the  drop-down menu and added it to the Icon list displayed on the right side of the PO above the line items.

Mobile View

Filter "All Work Orders" by Tag Number-(Ticket #FD-2638, 46504)

Opportunity:                     

Service managers have requested we add Work Order Tag Number as a filter option to the "All Work Orders" report of the Mobile View.

Solution:

We have added Work Order Tag number as a filter option to the "All Work Orders" report of the Mobile View. When viewing this report on a mobile device users will now be able to manually enter a Work Order Tag number to filter for the exact match.

Accounting

QB Account Formatting Update-(Ticket #FD-2612, 46392)

Opportunity:

Flyntlok Administrators have requested we update the drop-down menus of the QuickBooks Accounting section from the Flyntlok Dashboard edit pages. They would like the account numbers to display before the account names.

Solution:

We have updated the QuickBooks Accounting section of the Machine, Item and Vendor Dashboard edit pages and the QB Account drop-down menus will now display the account number before the account name. Small item, but we aim to keep the people happy!


Issues Resolved This Sprint

Machine Purchase Order "Scan Mode" Error-(Ticket #FD-2592, 46285)

Complaint:

Purchasing Managers using the new "Scan Mode" feature from the Machine Receiving Voucher were unable to scan in new serial numbers due to the "REQUIRED" note that was pre-filled in that field. In the process of receiving/creating Machines on a Machine Voucher, Flyntlok adds the new Machines and sets the serial numbers to “REQUIRED” to indicate that a user should change those serial numbers. Our new "Scan Mode" feature on the Machine Receiving Voucher was skipping Machines that have the “REQUIRED” note in the serial number field.

Cause/Correction:

Fixed. We have Removed the ‘REQUIRED’ note from the Serial Number field of Machines created by MPO.

Wrong Customer Discount-(Ticket #FD- 2601, 46308)

Complaint:

Salespeople had reported an issue where the applied customer Discount Type was not displayed when hovering over the  icon from the Point of Sale. In this scenario, Flyntlok would display a default message of "Customer Discount" when hovering over the icon versus the correct Discount Type that was applied to the Item.

Cause/Correction:

Fixed. Flyntlok will display the specific Discount Type applied to the item.

Called off Machine Is Showing as Available-(Ticket #FD-2605, 46328)

Complaint:

Rental Managers had reported an issue where Machines that had been "Called Off" from an active Rental Contract were showing as "Available" before being checked back in.

Cause/Correction:

Fixed. Called off Machines will remain in a "Rented" status until they have been Checked-In on the Rental Contract. Once Checked-In the Machine status will show as "Available."


Last Release Notes

November 22nd, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

 


                 

We are excited to announce that Flyntlok, including our CEO and founder Sean McLaughlin, will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please get in touch with Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.


Rental

Rental Contract Machine Replacement-(Ticket #FD- 1688 )

Opportunity:

There are times when a Rental Unit goes down and needs to be replaced with a new Machine. Rental Managers have requested the ability to replace the currently existing Machine on an Active Rental Contract with an alternate Machine of the same Model and have the new Machine inherit the previously billed amounts of the old unit so that the billing continues to flow seamlessly.

Solution:

We have added a "Replace Machine" option to the Actions button drop-down menu of the Rental Contract, which will allow users to "swap" the Machine currently on the contract with an alternate Machine of the same Model. When the "Replace Machines" option is selected, Flyntlok will display a list of available Machines. Users can filter through to select a Machine to add in place of the removed Machine. After selecting a new Machine, you will need to log both the new and previous Machine's Miles, Hours, and consumables. Flyntlok will then "Check-Out” the new Machine and add it to the Rental Contract. For billing purposes, the Machine being replaced will remain on the contract in a "Checked-In" status, but offset from the Machines currently on rent. The new Machine will display a  icon on the right side of the line item, above the Quantity field.

 

Machine Miles And Hours Tracked on Check-In/CheckOut-(Ticket #FD- 1815, 44563)

Opportunity:

Rental units can have either Miles or Hours tracked. Flyntlok Users have requested the ability to specify either or both metrics on the Check-In and Check-Out of the Machine from a Rental Contract and have that information logged in the Machines "Meter History" record.

Solution:

We have added fields to log both "Miles" and "Hours" of the associated Machine when checking the unit "IN" or "OUT" on a Rental Contact. While Flyntlok will only handle the billing of one of the two metrics, based on the machines "unit preference" set on the Machine's Dashboard, the values captured here will be stamped back onto the Machine's "Meter History" record.

 

Adding CC and Internal Emails to Rental Signature Requests-(Ticket #FD-1932, 44256)

Opportunity:

Rental Managers have requested the option to add additional "CC" and "Internal" recipient email addresses when sending a Signature Request from a Rental Contract. The  CC and Internal recipients would receive a PDF copy of the Contract.

Solution:

We have added three new fields to the "Rental Contracts" Signature Request modal;

The "CC" field will allow users to add additional Customer email addresses to the Signature Request modal, where recipients will receive an "unsigned"  PDF attachment of the Rental Contact. The "CC" field will allow Users to add any valid email addresses or to select from saved customer contact email addresses.

The "Internal" field will allow Users to add internal employee email addresses to the Rental Signature Request, where recipients will receive an "unsigned" PDF attachment of the Rental Contact. The "Internal" field will allow Users to add any valid email addresses or to select from a list of saved employee email addresses. The internal recipients are BCC’d on the email.

The "Message Field" will allow users to add custom text to the signature Request that will be added to the body of the email sent.

     

Service

Service Forms Available on Mobile View-(Ticket #FD-1982)

Opportunity:

Service Technicians have requested the ability, while working in the Mobile View, to add and edit Work Order "Forms" that are associated with Service Jobs.

Solution:

We have added a "Forms" section to the Work Order dashboard of the "Mobile View" to allow Service technicians the ability to add and edit available Service Forms to Work Orders jobs via their mobile device.

   

Work Order Tag Number on Mobile View-(Ticket #FD-1820, 44567)

Opportunity:

Service managers have requested we add the associated "Tag Number" of a Work Order to the list views displayed within the Flyntlok Mobile View

Solution:

We have added the associated "Tag Number" to the Flyntlok Mobile Views (All Work Orders, My Work Orders, New WO, and My Recent WO). This field will only be displayed for a WO with an associated Tag Number.

CRM Hub

Customer Contacts Report-(Ticket #FD- 1967)

Opportunity:

The Flyntlok team is currently in the process of a continuous update to our general Contact Management Capabilities.  Recently, we launched a new "Customer Contacts" report that contains a list of all of a company’s individual customer contacts and allows users to filter and view individual contacts. Our next update is to streamline the process of customer correspondence within the Customer Contacts Report.

Solution:

We have added "quick hit" links to the Customer "phone number" and "email" fields of the Contact Dashboard page, which will  allow Users to immediately start a new correspondence with the contact. Hovering over the "Phones" field will display a dropdown menu, where Users can choose to edit/delete saved numbers or immediately attempt to call the customer. If the "Call" option is selected, Flyntlok will first ask you to specify the application you would like to compete the call from, then populate the customers "primary" number into the application

 

 

Hovering over the "Email" field will display a dropdown menu, where Users can choose to edit/delete saved addresses or launch a new email. If the "Email" option is selected, Flyntlok will redirect you to your preferred email client, with a new draft email and the contact's "primary" address prepopulated.

 

“Repeat Customer” added as option to Source Field-(Ticket #FD-2033, 44893)

Opportunity:

Flyntlok salespeople have requested we add "Repeat Customer" as an option to the "Source" field of a CRM Lead.

Solution:

We have added "Repeat Customer" option to the dropdown menu of the "Source" field of a CRM Lead.

Purchasing

Purchase Order Default Email-(Ticket #FD-1935,1936)

Opportunity:

Purchasing managers have requested the option to set a default Company Email Address that will display on all Purchase Order PDFs. Flyntlok currently displays the Email Address of the User that generated the PO in the "Created By" field of the Item Purchase Order PDF and also in the "Reply-To" section of the sent PDF.

Solution:

We have added a new setting to the "Flyntlok Settings" page, which will allow administrators to set a default "Parts Department" email address. When set, Flyntlok will replace the User Email Address in the “Created By” field of the PDF and the return address of a sent PDF with the "Parts Department Email". Administrators can add a "Parts Department Email" by navigating to the "Flyntlok Settings" page. (Admin Editor Wrench  -> Flyntlok-> Flyntlok Settings ->Company Section).

                   

Automatic Text Confirmation-(Ticket #FD-1783, 44514)

Opportunity:

Flyntlok Users have requested a warning be added to the Item Receiving Voucher system to alert Users when an automated SMS text message will be sent to a customer upon the receipt of a Special Ordered Item. Currently, users have to go to the customer dashboard to see if a customer is set up for automated text messages as well as if they have received an automated text message.

Solution:

We have added a "Sales Order contact will be notified of parts received" message to the Item Receiving Voucher modal that will display if the Item being received was Special Ordered, and the associated Customer has a least one contact with a phone number/ email saved and the enable SMS/email setting activated.

Inventory

Core List Price-(Ticket #FD- 1887, 44656)

Opportunity:

Flyntlok Purchasing managers have requested we add a "Core List Price" field to the Item Receiving Voucher that will allow users to manually edit the "Core Items" List price when receiving the Item.

Solution:

On the Item Receiving Voucher page, when receiving an item that has a core, we have added a “Core Received List” field at the bottom of the receiving modal. This will display the Core Item’s current List Price by default, but can be modified/adjusted by Users to change the value of the Core Item upon receipt. Changing this value will also adjust the Core Item's master record to have the new List Price.

Machines

Utilization Percentage-(Ticket #FD-1934, 44735)

Opportunity:

Machine utilization is a simple measure of the productivity of the equipment. Currently, at the top of the Machine Dashboard, Flyntlok displays the Machines "Life time Utilization" (Total income generated by the Machine / Machine Acquisition Cost) and "Year Time Utilization" (Income generated in the last 365 days / Acquisition Cost). Rental managers have requested we add an additional field to also display "Time Utilization".

Solution:

We have updated the Machine Dashboard header by adding two additional utilization fields "Life time Utilization" (Number of days rented / Total number of days from when the Machine was received) and "Year Time Utilization" (Number of days rented in the last 365 days / Number of days passed since Machine was received OR 365 whichever is least). We also renamed the existing fields Life and Year Utilization to Financial Life and Financial Year.

 

 


Issues Resolved This Sprint

Incorrect Shop Fees on Work Order Estimate  -(Ticket #FD-1924, 44744)

Complaint:

Service managers were experiencing an issue where Work Order estimates were not retaining their correct billing style. If the User updated the billing style of a Service Job on a Work Order, by changing from "Estimate" to "Billable", previously generated estimates were also being updated to the most current billing setting. Estimates should not update after being generated.

Cause/Correction:

Fixed. Once a Work Order estimate is generated, you cannot change the Type and a new Estimate will need to be made if you want to change the billing style of the Work Order.

Rental Searching-(Ticket #FD-1812, 44558)

Complaint:

Rental managers were experiencing an issue when searching for a specific Machine ID or Serial Number among available Machines to add to a Rental Contract on the New Rental page. The results returned were all Machines of the same model as the searched Machine, but the exact match could be anywhere within the result set making it hard to find. The exact match should have filtered to the top of the list.

Cause/Correction:

If the search text exactly matches a machine's display ID or serial number, Flyntlok will sort that Machine to the top of any model search result.

Wittiness Lacking-(Ticket #FD-10141975)

Complaint:

The above release notes lack the usual subtle wit that has been present of late.

Cause/Correction:

It’s hard to inject humor about things like machines, inventory, and rental contracts every week. We’ll be funnier next time so we can keep you reading. (But hey, you made it this far…)


Last Release Notes

September 27th,  2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

 

CRM

CRM Customer Google Reviews Page-(Ticket # FD-462, 463, 458, 470, 461, 467)

Opportunity:

Sales managers would like to be able to view a list of customer reviews of their company that have been submitted via Google Reviews. This would allow Flyntlok users to track overall customer satisfaction better.

Solution:

We have added a new Reviews report in the CRM tab of your Left-Hand Navigation menu that will track and display customer reviews submitted from Google. This new report will allow users to view a full list of all customer reviews and the company's aggregated Google score, respond to reviews, and send an email or SMS message requesting a review of the company.

Flyntlok users will have the option to send an SMS message or email to customers, requesting they review your company via Google Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the Google Review page.

We have added a response column to the Reviews page, allowing users to respond to individual customer reviews or to view their previous response. N.B. Google only allows one response per customer review.

Leads

Last Updated Column -(Ticket #FD-1258)

Opportunity:

Sales managers would like to document the last attempt to contact individual leads.  This will help to verify the company is actively staying on top of new potential business.

Solution:

We have added a "Last Reached Out" field to the All Leads report. Flyntlok will update this field when an SMS text message is sent or when the lead timeline has been manually updated with a new event (e.g. added a Call Note).

 

Export All Leads-(Ticket #FD-1262, 42888)

Issue:

Flyntlok users have the option to export the All Leads grid to an Excel spreadsheet. Previously, the export action only exported the items contained within the grid itself, which is limited in the number of records it displays, rather than all Leads which met the filter criteria of the report.

Solution:

All Leads that meet the criteria of the grid filter will be exported, rather than the limited set the grid was set to display (e.g. 50 or 100 records.)

Purchasing

Distributors: Purchasing via Multi-Manufacturer Vendors (Ticket #FD-1205)

Opportunity:

Purchasers would like to purchase parts from Distributors that sell two or more Vendors' parts. They would like to quickly create a single Purchase Order with all associated Vendors' parts. Currently, Flyntlok does not offer a way to configure a Distributor to be associated with a part or configure a part to be associated with a Distributor, or aggregate multiple vendors under a single Distributor for purchasing purposes.

Solution:

We have added a new flag to the Vendor edit page, that will allow users to set a Vendor as a Distributor. When this flag is set, you will be able to associate multiple different Vendors to the new Distributor.

Our crack development team has also updated the “Create New Purchase Order” page to handle Distributors. When a Distributor is selected for a new PO, all of the Vendors that this firm distributes for will be aggregated for selection.

Special Orders Aggregated with Stock Orders (Ticket #FD-462)

Opportunity:

Purchasers would like to have Special Orders of parts combined with Stock Orders when trying to create a new Purchase Order. Previously these had to be handled separately.

Solution:

To handle a mix of special and stock orders we have added two new fields:

We have also added a drop-down menu item at the top within the “Use Recommended Quantity” that allows the user to choose between using just the “Recommended Quantity” or to “Use Recommended Quantity + Special Order Quantity”. When the latter is selected, the Order Quantity will add both SO and Recommended amounts to the Order Quantity.

Finally, if you expand the Item to review additional details (by clicking the arrow on the left in the grid), we have added information about the Special Orders within the drop-down.

Metric Overrides Now Manageable from Purchase Order Creation Page (Ticket #FD-1251, 701)

Opportunity:

Purchasers would like to be able to manage Metric Overrides when creating Purchase Orders. This allows them to stay on this page and quickly adjust the Overrides for many parts quickly and in one location. Previously they had to open separately the individual Item Dashboard for the part and from there they could amend the Metric Overrides.

Solution:

We have added a new Metric Override field to the Purchase Order grid. By clicking on the cog/gear icon within the cell of the Item, the user is presented with a dialog for setting the Override on that particular item. Setting a new Override will then adjust the Recommended Quantities accordingly.

Rental

Handling Alaskan Rental Tax on Short-Term Lease-(Ticket #FD-1203)

Opportunity:

Rental managers in Alaska would like the option to apply an Alaskan-specific tax charge on all Rental contracts, with a duration under 90 days.

Solution:

We have added a new “Charge Duration Tax” check-box on a Rental Contract, that when selected, will charge a specific tax rate on the rental. This box is auto-selected when a contract is less than 90 days, but can be overridden by the user. Further, if the original contract was for greater than 90 days (and where this box was not selected), but the customer ended up terminating and finalizing that prior to 90 days, then the user is prompted about whether they would like to add that tax back onto the invoice upon closure.

The addition of this field on a contract, and the specific rate charged, are environment-specific settings. If you would like assistance with setting up this feature, please contact your friendly Flyntlok Consultant for assistance.

Demo Flag on a Rental Contract-(Ticket #FD-1262)

Opportunity:

Rental managers would like a way to flag a Rental contract as a Demo, to more easily differentiate from other contracts.

Solution:

We have added a new "Is Demo" check box to the rental contract's Additional Details page. This check box will now designate the Rental Contract as a Demo and display this information from the top left corner of the contract.

Please contact one of our affable Flyntlok Consultants if you would like assistance in setting up this feature.

Service

Remove Discount from PDF-(Ticket #FD-1213, 42699)

Opportunity:

Flyntlok users have requested the ability to remove the discount field from the Work Order Estimate PDF.

Solution:

We have added a new setting to the Flyntlok Settings page, which will allow administrators the ability to hide the discount field on the PDF generated via a Work Order Estimate.

Customers

Prevent Default Customer from Having Special Orders on a Sales Order -(Ticket #FD-935, 42007)

Opportunity:

Salespersons would like the option to prevent a Default Customer from having Special-Order parts on a Sales Order. (Flyntlok allows firms to set a Default Company as a customer that will auto-populate in the Customer Tab of the Sales Order that is generated when you select the quick create icon  from the blue top bar.) Users have asked that Flyntlok not allow Special Order parts to be available on a Sales Order.

 

Solution:

We have added a new setting to the Sales section of the Flyntlok settings page that allows administrators the option to prevent the company's Default Customer from adding items requiring a Special Order to a Sales Order.

Inventory

Retail Labels-(Ticket #FD-1206, 42700)

Opportunity:

Flyntlok users would like to print retail labels for inventory items, that will display the part number, item description, list price, and a barcode that scans as the item number.

Solution:

We can now customize the display of the item's retail label. Please reach out to the ace Flytnlok support team if you would like to edit the display of your retail item labels.

Machines

Equipment Fields-(Ticket #FD-1266, 42902)

Opportunity:

Flyntlok users have requested additional information be added to the machine dashboard to record the machine's: fuel type, license plate number, and license expiration date.

Solution:

We have added three new fields to the new Machine Editing page and the Machines Dashboard view. Flyntlok users will now have the option to record and edit fuel type, license plate number, and license expiration date.

Issues Resolved This Sprint

Vouchers/JE's not Transferring to QuickBooks if more than 1 Account is Credited -(Ticket #FD-1197, 42621)

User issue:

Flyntlok users are having issues where Journal Entries and Vouchers are not transferred over to QuickBooks if more than one account is credited.

Resolution:

When posting a bill to QuickBooks Online, only the Accounts Payable account can be credited. The issue here is if a Journal Entry is created with more than one credited account, the entry gets submitted successfully but is then unreconcilable. We have updated the QuickBooks settings, and going forward Journal Entries being submitted with multiple credited accounts will fail to successfully post. We have also added an error message, that will display this information to the user attempting to post the entry.

Vendor Logs on Vendor Creation-(Ticket #FD-1196, 42641)

User issue:

Users would like to see who created a particular Vendor. Currently, no logs related to Vendor Creation are viewable by Flyntlok users.

Resolution:

We have added Vendor Creation to the logging information displayed for individual Vendors.

Customized Percentage Fees Should Apply to Labor and Parts - (Ticket #FD-1209, 39678)

User issue:

Flyntlok users have the option to add an additional customized percentage fees (e.g. Shop Fees) to Service Work Orders. The problem is that when a job is set as Flat Rate, these percentage fees are only applied against the labor, not the part.

Resolution:

We have updated the Work Order billing settings. Going forward, all billings types will charge against parts added to service jobs when a parts fee is associated with the Work order. To update in-process work orders, you will have to remove the fee and add it back.

Machine Purchase Order-(Ticket #FD-1221, 42748)

User issue:

Machine Purchase Orders are not being referenced under the icon within related transactions from the Point of Sale.

Resolution:

Fixed.

Turn off Customer PO Setting-(Ticket #FD-1222, 42770)

User issue:

As a Flyntlok user, I would like the ability to turn off the Customer PO column of the Purchase Order's PDF

Resolution:

We have added a new check box to the Flyntlok settings page, allowing users to display or hid the Customer PO column.

Payment Received Date on SO PDF-(Ticket #FD-1198, 42678)

User issue:

Payment dates were not appearing on the Sales Order PDF when using the new EmergePay payment screen in Flyntlok.

Resolution:

We have added payment dates to the SO PDF.

Rental Insurance Date Format-(Ticket #FD-1230, 42802)

User issue:

Flyntlok users have requested that the customer insurance expiration date which is displayed in the header of a rental contract not include the time.

Resolution:

We have edited the expiration date display, to be formatted as MM/DD/YYYY.

Can't Add Company Logo-(Ticket #FD-1256, 42878)

User issue:

Flyntlok administrators have the ability to add or edit the company logo that will be displayed on company documents generated from Flyntlok. The issue is that Flyntlok currently does not support PDF file types for logos. However, it appeared that the file upload of a PDF  logo was successful, but then no logo appeared.

Resolution:

We have added an informational message that will alert users if an unsupported file type, such as a PDF, was uploaded.

Last Release Notes

July 6th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.

CRM

Manage Contacts-(Ticket #FD-988/71)

Opportunity:

Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the  CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.

Solution:

The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.

Outbound Communication with Contacts-(Ticket #FD-991)

Opportunity:

Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability

Solution:

When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.

History of Contact Interactions-(Ticket #FD-989)

Opportunity:

Sales managers often like to see a history of all interactions with a specific contact:

Solution:

Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.

 

 

CRM Machines-(Ticket #FD-978, 42165)

Opportunity:

When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.

Solution:

For associated machines: include serial, machine number, owner name, and the current status of machines.

Link back to All Leads-(Ticket #FD-1131, 42447)

Opportunity:

The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report

Solution:

Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.

Sales

Signature Line on Packing Slip (Ticket #FD-815, 41558)

Opportunity:

Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.

Solution:

Add a signature line to the packing slip PDF.

Edit Invoice Detail Lines Block (Ticket #FD-770, 41452)

Opportunity:

The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.

Solution:

Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.

Buyer Acceptance Signature Line (Ticket #FD-641, 41012)

Opportunity:

At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.

Solution:

Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.

Quote Expiration Date(Ticket #FD-1120, 42417)

Opportunity:

When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.

Solution:

Add a "Valid Until" field to the internal details section of the detail tab.

Payment Date - (Ticket #FD-802, 41523)

Opportunity:

The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments

Solution:

Flyntlok now includes the payment date on all payment description lines.

 

Parts

Kit item Cost-(Ticket #FD-1034)

Opportunity:

Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.

Solution:

Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.

 

Kit QOH(Ticket #FD-905, 41927)

Opportunity:

Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.

Solution:

On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items

Kit Cost Total - (Ticket #FD-638)

Opportunity:

When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.

Solution:

Added a total cost field, that will display the cost of sub-items added to the kit.

Cost Margin on Quick Kits - (Ticket #FD-982)

Opportunity:

When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.

Solution:

We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.

Purchasing

Customer PO Number (Ticket #FD-975, 42148)

Opportunity:

Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.

Solution:

We have renamed the column, and will now display it as "Customer PO Number"

Service

Job Transfer Logging (Ticket #FD-1146, 42497)

Opportunity:

Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.

Solution:

We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.

Flyntlok Reporting

Compact/Compress

Opportunity:

Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.

Solution:

We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.

 

Issues Resolved This Sprint

Not showing reservation for rental- (Ticket #FD- 915, 41934)

User issue:

The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.

Resolution:

Added to top of the page for viewing.

Failed Scan Note- (Ticket #FD-936, 42015)

User issue:

On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.

Resolution:

Fixed.

Converted Part Issue- (Ticket #FD-814, 41556)

User issue:

The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.

Resolution:

Fixed.

Machines Getting Marked to Not Allow Sale-(Ticket #FD-955, 42114)

User issue:

The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.

Resolution:

Fixed.

Copying Sales Order- (Ticket #FD-950, 42067)

User issue:

When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.

Resolution:

Fixed.

Shopify Prices Not Updating-(Ticket #FD-957, 42130)

User issue:

The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.

Resolution:

Fixed.

CRM issue-(Ticket #FD-977, 42152 )

User issue:

On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.

Resolution:

Flyntlok users will be able to view the Lead Detail page for all CRM leads.

Rental Contract Available Machines by Location-(Ticket #FD-1000, 42201 )

User issue:

When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.

Resolution:

When filtering for a specific location, only the machines in that location will be displayed.

Assigned WO not in Mobile View-(Ticket #FD-1041, 42268)

User issue:

Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.

Resolution:

Fixed.

Customer PO Search-(Ticket #FD-1074, 42068)

User issue:

When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.

Resolution:

Fixed

Update Pricing-(Ticket #FD-1067, 42324)

User Issue-

When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.

Resolution-

Fixed.

MFA Duplicate Key-(Ticket #FD-1108,42397)

User issue:

Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.

Resolution:

Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.

Payment Visual-(Ticket #FD-1117,42418 )

User issue:

On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.

Resolution:

Fixed.

Machine Flooring-(Ticket #FD-1115,42407 )

User issue:

On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.

Resolution:

Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.

Serialized Stock Core Items-(Ticket #FD-1123, 42431)

User issue:

When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.

Resolution:

When an invoice detail represents a core, Flyntlok will not enforce traceability on it.

Deleting Sales Order-(Ticket #FD-1139, 42467)(FD-1140, 42359)

User Issue-

When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.

Resolution-

Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.

Edit Title of Lease Agreement(Ticket #FD-1149, 42503)

User issue:

Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".

Resolution:

 

Wrong Data-(Ticket #FD-1137, 42462)

User Issue-

Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.

Resolution-

Fixed.

Credit Card Fee Charge-(Ticket #FD-1137, 42462)

User issue:

From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate

Resolution:

Fixed.

Saved Card - ( #FD-1162, Support ticket #Internal)

User Issue-

When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.

Resolution- Fixed

Unable to clock In (Ticket #FD-1168,42575 )

User issue:

Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.

Resolution:

Add a new error message that will display when labor types have not been correctly configured.

Last Release Notes

June 14th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

CRM Hub

Updated Leads System

The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!

 

Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.

Sales

Tracking Number Search- (Ticket# FD-796,  41797)
Opportunity:

Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.

Resolution:

You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.

Track Shipment      Tracking Number

Force Pick-  (Ticket#FD 537, 40715)

Opportunity:

We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok.  Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.

Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.

Solution:

We added a new icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.

Force Order- (Ticket#FD 874, 41813)

Opportunity:

We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.

Note- This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
Solution:

We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.

Purchasing

Allocation of Fees/Credits View- (Ticket#FD-728, 41303)

Opportunity:

You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking . You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.

Solution:

We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.

Customer PO on Purchase Order PDF- (Ticket#FD-873, 41805)

Opportunity:

On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.

Solution:

We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.

Customers

Export Owned Machines-(Ticket#FD-885, 41797)
Opportunity:

On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer.  The issue here is Flyntlok currently does not offer a way to export the list.

Solution:

We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.

Issues Resolved this Sprint

Hide Kit Items on Split SO- (Ticket#FD 872, 41791)

User Issue-

New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.

Resolution-

If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.

How do a make a model unavailable to sell- (Ticket#FD- 808, 41518)

User Issue-

When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.

Resolution-

After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.

Unfulfilling Machines- (Ticket# FD- 890, 41782)

User Issue-

When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.

Resolution-

After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.

Scheduling Work Orders-(Ticket#FD-897 ,41902 )

User Issue-

When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.

Resolution-

Fixed.

Above Cost-(Ticket #FD-888, 41862)

User Issue-

On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.

Resolution-

Fixed.

                     

SMS Files won't work-(Ticket#FD-878, 41867 )

User Issue-

When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.

Resolution-

Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.

Can't find Reserved Machine (ticket#FD 908)

User Issue-

When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.

Resolution-

Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".

Rental Invoice-(Ticket# FD 926, 41992)

User Issue-

When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"

Resolution-

We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.

Last Release Notes

May 31st, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

CRM Hub

New Feature

We are currently updating the CRM Hub. To better manage the history of interactions with prospective customers, we have added an enhanced timeline, the ability to assign leads to multiple users and associate multiple machines to leads.
-We will continue to update you on the progress of the new CRM Hub, if you have any questions please reach out to the Flyntlok support team.

 

Parts

Enhancement

Remove Kit Sub Items From Packing Slip

We recently released a new feature allowing you to remove kit sub-items from the Sales Order invoice. If this setting is activated, the kit sub items will also be removed from the sales packing slip, showing only the parent item.

Supersessions

We have added additional information when searching for items that have alternates. You will now see a supersedes section with the QOH displayed.

Point of Sale

Enhancements

Defaulting Credit Card Terminal

When taking a credit card payment from the new Gravity payment system, the previously selected terminal will now default into the field.

New Customer Email

When creating a new customer, from the Point of Sale, Flyntlok will now accept email addresses in an all-caps format.

Rental

Enhancement

In and Out Hours on Invoices

We have added the equipment hours logged on check-in/check-outs to the rental invoice. Previously, you would have to print out the rental lease agreement in addition to the invoice, to show this information to customers.

Machine Purchase Orders

Enhancement

Model Number on Item Line

From the Point of Sale, when associating a machine with a quoted model, Flyntlok will now display the model number in the description of the item line.

Tax

Enhancement

Tax Rounding

We have made an adjustment to the tax rate settings. Tax rates can now be extended out up to 8 decimal places.  Flyntlok will only display the tax rate’s significant digits in tax line descriptions.

Purchase Orders

New Feature

Hide Invoice ID on PDF

Administrators will now have the option to hide the Invoice ID number on the Purchase Orders PDF. Wrench->Flyntlok->Flyntlok Settings.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

Enhancement

Remove Stock Items from Will Call Labels

We have removed stock items from the list displayed when selecting will-call labels, from the receiving voucher. From the item Purchase Order with stock and will-call items, you will now only see the will-call labels.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

                 

Last Release Notes

May 17th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

 

 

Gravity Emergepay Integration

New Feature

Gravity Emergepay

We are beginning to migrate customers over to our new Gravity Payments integration called Emergepay. This integration will provide seamless payment processing, modern card devices, the ability to collect signatures via card devices, and an overall better payment experience. Please reach out to the Flyntlok support team if you would like to start the migration process or if you need any additional information!

Point of Sale

New Feature

Quick Kit

We recently added a new feature allowing you to sell a group of parts as a kit, with a customized list price. You will now be able to create and add Quick Kits to a Sales Order on a per-order basis. The quick kit will serve as a one-time-only deal and not be saved in Flyntlok.

Hide Kit Items on PDF

We have added a new feature, allowing users to hide kit items on a Sales Order PDF. This will allow you to print out receipts and invoices where the kit’s subitems are not presented, only showing the parent item and the customized list price.

 

Administrators will be able to activate this feature by navigating to the Flyntlok Settings page. Wrench->Flyntlok->Flyntlok Settings->Reports

             

Remove Tax Lines

We have also added a feature to remove tax detail lines from the Sale Order PDF. If activated, Sale Order tax lines will be removed from the PDF document, only showing in the balance sheet. To activate this feature you will navigate to the Flyntlok Settings page.

Enhancements

Edit Salesperson

You will now be able to edit the salesperson associated with a particular sale even if the transaction is in a delivered status. Previously you could only make edits to this field when in an active status.

Block Quoting Invoices with Associated PO’s

We have added a new restriction to the Point of Sale when special ordering items. Flyntlok will now block the workflow of converting a Sale Order into a quote if the sale is associated with a Purchase Order.

Parts

Enhancement

Deactivate Item Permission

We have added a new permission to the Access Controls page that will lock down the ability to activate/deactivate items. Wrench->Users->Acess Controls

   

 Transfer Request Notification

If you are subscribed to receive notifications on transfer requests, you will now see the items description as well as a link to the items dashboard in the notification. This will help to quickly identify and pull the parts needed for the transfer.

Machine Purchase Orders

Enhancement

Additional Information on Line Item

From the receiving voucher when associating a machine to a quoted model on a Sales Order, the machine's serial number, and description will be added to the Sales Orders machine line.

Purchase Orders

New Feature

Enhancement

Add Item

We have removed a restriction, that would block you from adding parts to a Purchase Order in a partially received status. Flyntlok will only restrict this action when all items have been received or the PO is closed. Previously, you would need to create a new PO for the vendor and merge the two Purchase Orders.

Moves

My Trips Mobile View

If you are currently using the moves system, you will now be able to access the My Trips report from the general section of the mobile view. This will allow drivers to quickly view upcoming moves from their mobile device.

 

Last Release Notes

May 3rd, 2023 Release Notes

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Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

 

 

Point of Sale

Paying for Multiple Outstanding Sales Orders

You will now be able to accept a single payment to cover the cost of several different Sales Orders for a customer. This will help streamline the experience for collecting payments as well as saving your business transaction fees. To pay off outstanding Sales Orders you will want to navigate to the customer's dashboard. In the customer information section, you will see a new field titled, outstanding Sales Orders. This new field will display the number of orders still requiring full payment. You can then select the (pay icon) to review and select from a list of outstanding orders to pay off.

A list of outstanding Sales Orders will then display on your screen. From this list, you can review the date, status, and outstanding balance. You can then choose which order(s) to pay off. Once selected you will be able to customize the amount applied to each individual order and generate the new pay-off Sales Order by selecting the Create Invoice button.

From the pay-off Sales Order, you can now add a payment type and select the order button.  

Enhancement

Default Salesperson

When adding a machine to a new Sales Order and selecting the (Add and New) option, the previously selected salesperson will now default into the field when adding additional machines.

Parts

New Feature

Kit Parts

We have added a new item type, titled (KIT). This new item type will give you the ability to sell a group of parts at a set list price.

 

To set up a kit,  you will first need to create a new item. This new item will be the placeholder for the kit items. When creating the kit item you will also be able to associate different items from your inventory to the kit and set a list price on the kit item. When you add the new kit item to a transaction all associated parts will also populate on the transaction but Flyntlok will only set the list price on the kit.

Machine Purchase Orders

New Feature

We have added a new section to the machine receiving vouchers for associating a machine with a quoted model. If there is a quoted model on an open sale, you will see an Associate button in the Associate Invoice field. Once clicked a list of open sales orders, ordered from oldest to most recent, will display on your screen. Once an invoice is selected, the machine will be allocated to the sale.

Associated Invoice

Machine PO Export

You will now be able to export Machine Purchase Orders to an Excel spreadsheet so that they can be imported into OEM ordering systems.

Rental

Enhancement

Expand All

We have made an update to the rental creation page. When searching for available machines to add to a rental, if the expand all option is selected, all new search results will be default expanded. Previously when you search for a machine all the info was defaulted to the collapse all view.

Service

Enhancement

SMS Templates

We have added an editor for updating the work order status change automated text message templates. This editor can be found on the Flyntlok Settings page under the Service SMS Templates section.

 

Model Description

When creating a new machine to associate with a Work Order, you will now see the model's description populate in the drop-down menu of the model searcher.

Accounting

Enhancement

Journal Entry Account Mismatch Notification

When creating a new journal entry, Flyntlok will now notify you if there are mismatched account types and line types. CAP lines can only have asset accounts associated with them; COS lines can only have expense accounts. When types and accounts do not match on a given line, you will see an error icon to the right of the account name. Hovering over this icon will show a pop-up explaining why it is displayed/ what is mismatched.

You will also see a new message populate your screen if you are trying to submit a journal entry with mismatched lines.

Last Release Notes

April 19th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

 

 

Purchase Orders

New Feature

Open Invoices Warning

When receiving a stock item with an outstanding special order, you have the option to fulfill the open invoices. If you choose not to fulfill, Flyntlok will ask you to confirm.

Service Scheduler

New Feature

Event Change Notification

Service technicians will have the option to receive notifications when a service event has been edited from the service scheduler. This notification will provide a link to the service scheduler with the edited event displayed.

To set this new notification you will navigate to your username in the top right corner of your page. Username->Preferences->Notifications

Rental

Enhancement

Rental Timeline View

You can now scroll past the set date range of the rental contract into future dates.

Model Dashboards

Enhancements

Machine Serial Number

Flyntlok has always displayed the current machines of the model, from the model's dashboard. You will now see a new field containing the machine's serial number.

Additional Financial Information

We have added two new fields to the financial section of the model dashboard page, for tracking price MSRP and a maximum quantity of models to stock.

Point of Sale

Enhancement

Quote Descriptions

When quoting a machine model, you will now see the model's description populate in the line item of the quoted model.

 

Machine Purchasing

New Feature

Engine Serial Number on Receiving Voucher

We have added a new category to the Machine Receiving Voucher to record the Machine's engine serial number.

Customer Dashboard

Enhancement

Recent Sales Orders

If a Sales Order has received full payment you will see a red (PAID) stamp populate under the Sales Order number.

Users Permissions

New Feature

Inventory Permissions

Administrators can now restrict users from editing the QOH from an items dashboard.

Vendors

Enhancement

Duplicate Vendor Message

When creating a new vendor, you will receive a warning if the vendor already exists in Flyntlok. This warning will prevent you from creating the vendor and provide a link to the existing vendor's dashboard.

 

Last Release Notes

April 5th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Service

New Feature

Work Order Estimates

We have added a new setting to the work order to make the job approval processing quicker. From the Jobs Tab of the Work Order dashboard, you will see a new option in the Actions dropdown titled Process Jobs. When clicked, you will see a list of your jobs, allowing you to select and process the part orders associated with the jobs.

 

When the process button is selected, Flyntlok will move the internal parts orders tied to the selected job(s) forward from a Quote or Draft status into a Pending or Pickup status.

Enhancement

Visibility on Tech Clock Out Notes

When a technician clocks out of a job, Flyntlok requires them to log a note. You will now be able to view this note from the corresponding labor punch. From the Labor Tab of the Work Order, you will now see a new Note Icon on the labor punches. When you hover over this new icon, Flyntlok will display the tech note added at that clock-out.

 

 

Point of Sale

Enhancement

Credit Card Information

We have added additional Credit Card information to the Sales Order. When adding a customer credit card as a payment type, you will now see the card number, the name on the card, the date the payment was taken, and the approval number populate on the payment line of the Sales Order and the Sales Order PDF.

           

Machines

Enhancement

Model Update

We will now tell you what fields will be changed on the model when updated from a machine.   

Machine Flooring

New feature

Closing a Voucher/Booking Corresponding machine Transaction

We have added new settings to the Machine Receiving Voucher, you will now be able to generate a new journal entry to put the machine into a flooring account! When the QB flooring field is set on the receiving voucher, Flyntlok will now generate a journal entry for the machine instead of creating a bill. We recommend also setting the category (Floored) checked to indicate yes. This will allow Flyntlok to create new reports on the floored machine. Please reach out to the Flyntlok support team to review this workflow!

 

 

This information will immediately populate the machine's balance sheet, viewable from the machine's dashboard.

Machine Purchase Orders

New feature

Machine Miles/Hours

We have added the Machine Miles and Hours categories to the column chooser of the Machine Receiving Voucher.

 

Rental

Enhancement

Call-Off  Date Visibility

We have updated the settings of the rental contract call-off. When a rental contract is called-off, invoicing uses the call-off date if it exists; (otherwise uses check-in date.) The Call-Off date will now populate on all relevant rental PDFs and lease agreements.

                   

Tax

Enhancement

Customer Dashboard Tax

We have updated the Tax Rules pop-up on the customer's dashboard. This will make configuring a customer's tax rules easier.

 

CRM Hub

New Feature

Attach Files, Photos, and Videos

You will now be able to send files such as PDFs, Photos, or Videos to new leads when communicating with them via SMS.

 

 

Last Release Notes

March 22nd, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

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