Customer Tab Overview

The blue Customer tab allows users to enter the necessary Customer, Contact, and Machine information associated with the Sales Order. When a user creates a Sales Order, the initial tab opened is the Customer (4) tab.  The Customer tab opens automatically when the hotkey 4 is pressed on the POS. The remaining information on the Customer tab includes changing the Source of the Sales Order, Type, Salesperson, Location, and Consignment type. These features appear underneath the Customer, Contact, and Machine drop-down menus of the Customer tab.

How to add a Customer to the Sales Order

Users can add a customer to the Sales Order by following these steps:

  1. Look up the customer using the drop-down menu. Look-up options include customer name, phone number, email, or Customer ID Number
  2. Select by clicking on the desired customer’s name
    • Notice the title of the blue customer tab changes to the chosen customer’s name
    • If set, the default contact for the customer will be automatically assigned

Add a Customer to the Sales Order

How to add a Contact to the Sales Order

Users can add a contact to the Sales Order by following these steps:

  1. Look up contact using the drop-down menu
    • Look-up options include a contact name, phone number, or email
    • New Contacts requires customer email or phone number
  2. Select by clicking on the desired contact’s name

How to associate a Machine to the Sales Order

  1. Look up the machine using the drop-down menu
    • Look-up options include Machine ID Number, Make, Model, Description, Serial Number 
  2. Select by clicking on the desired machine’s name
    • Additional machines with similar customer information may appear
    • Associating a machine to a Sales Order helps Flyntlok associate common parts to machine models, and in internal documents such as Cost of Sale, Cost of Rent, and Capitalization tells Flyntlok which machine to associate the costs to

How to view Customer and Machine dashboards

Users can click the View button underneath the Customer and Machine dropdown menus to access their coinciding dashboards. These dashboards will automatically open in a new tab.

Customer dashboards give a detailed report of customer information such as customer ID, contact, company, deposit, payment, rental, recent sale orders information, and much more.

Machine dashboards give a detailed report of machine information such as machine ID, physical location, description, work order, sale order, recent notes, finance information, and much more.

 

How to edit Customer, Contact, and Machine information

Located next to the View button, the Edit button allows users to edit customer, contact, and machine information in their coinciding dashboards.

How to locate commonly bought parts by customer and machine

The Common button, located below the Customer and Machine drop-down menus, can be used to view commonly purchased parts by customer and machine.  Once selected, either the Customer Common Parts or the Machine Common Parts pop-up menus appear where users can scroll and add desired parts to the Sales Order by clicking the + button in the left column. Added part items will propagate in the line items of the Sales Order.

 

How to add new Customers, Contacts, and Machines

The Add button, located below the Customer, Contact, and Machine drop-down menus, can be used to add new customers, contacts, and machines quickly from your POS. After clicking the Add button, the Quick Create Customer, Add Contact, or Quick Create Machine pop-up menus appear where you can fill in the required information and press the Create button to finish the add new process.  The Quick Create Customer and Quick Create Machine menus have an Advanced option that directs the user to the Manage Customer and Manage Machine menus in a new tab.  These menus offer more detailed customer and machine information options.

How to change the Source of Sales Order

In the blue Customer tab of the POS, click the Source tab down menu and select to change the source of the customer affiliated with the sales order. The source provides an origin of the customer and default options in the Source tab down menu include Walk in, Phone, Service, and Purchase Order. 

How to change the Type of Sales Order

Click the Type tab-down menu and select the desired type to change the type of sales order. The type helps Flyntlok classify this sales order.  You can also set up your sales order ID’s to contain a prefix / suffix that contains the type designation. 

How to change the Salesperson of the Sales Order

Click the Salesperson tab-down menu and select the salesperson being credited for the Sales Order

How to change the Location of the Sales Order

Click the Location tab-down menu and select the desired location of where the Sales Order took place to change to the correct location. You can also set up your Sales Order ID’s to contain a prefix / suffix that contains the location designation. The default location is whichever location your user is assigned to.

 

Point Of Sale Overview

The Point Of Sale (POS) allows a user-friendly way to create Sales Orders (SO), quotes, and other internal documents. It offers a large range of customizable features that expedite and improve customer experience. These features include texting customers when parts arrive, sending out customer experience surveys, emailing customer invoices, and more.

Getting to the POS

Users can access the POS from the Quick Searcher by searching for a Sale Order. You can also click the Sales Order number wherever found in Flyntlok.

 

Getting to the POS

Creating a Sales Order

The most common way a user can create a Sales Order is by clicking the Shopping Cart icon located in the Top Menu Bar.

Creating a Sales Order

The other ways users can create a Sales Order:

New Sales Order

New Sales Order from Customer Dashboard

New Sales Order from Item Dashboard

    New Sales Order from Machine Dashboard

POS Layout

Once arrived, a dashboard appears which includes blue tabs labeled:

Customer

The blue Customer tab is the initial tab opened when creating a new Sales Order. This tab prompts users to fill in Customer, Contact, Machine, and other general information. Head to the Customer article for further information.

Shipping

The Shipping tab includes the ability to create, edit, and view customer Shipping Addresses, and designate inbound and outbound Shipping Methods. Head to the Shipping tab article for further information.

Details

The Details tab includes Customer Purchase Order, public and private message fields, and other actions and settings. Head to the Details article for further information.  

Payment or Actions

The Payment tab give you options to take Payment, Quote, Copy and more. Head to the Payment or Actions article for further information.

Activity

The Activity tab includes a Note Section, SMS options, and a link to the Sales Order Audit Logs. Head to the Activity article for further information

Item Search Bar

Clicking below the prompted Customer tab into the center of the POS or clicking above the Shipping, Detail, or Payment tabs, will reveal the Item Search Bar, Item Line Details, and other Sales Order Features. Go to the Item Search Bar article for further information on the following Look-up functions.

For further information on looking-up and entering Items in the Point of Sale, go to the Item Search Bar article.

 

Search Bar

 

Actions

In the homepage of your POS, users can access all necessary Sales Order Actions. Many of these features are displayed by relatable icons in the top right corner of the POS and include: 

For further information on Point-of-Sale Actions, go to the Actions Articles.

Line Items

By searching or scanning, items are added to the Sales Order. In each item line, users can:

Above the Shipping tab, users may view the status, the Sales Order number, view Downstream Operations, as well as choose to Delete or Order. Also, above the Activity tab, badges describe additional context of the Sale Order and Customer. For further information on Line Items, go to the Line Items article.

Line Items

Hotkeys

Main Point of Sale Screen
KeyAction
EEmails Sales Order
FFulfill all Items as Much as Possible
NAdds a new note to a sales order
CTRL + OCompletes Sale
PPrints Sales Order
1Opens the Shipping tab
2Opens the Details tab
3Opens the Payment tab
4Opens the header box
Tab/EnterEither Tab or Enter can be used to switch from the parts searcher to quantity.
Item Description
Shift + EnterStarts a new line while typing
Escape(Esc)Closes Pop-up
Payment Tab
CCash
RCredit
DDebit
KKeyed in Credit
AAccount

For further information on POS Hotkeys, go to the Hotkeys article.

Point of Sale Administration

Settings for the Point of Sale can be found underneath Editors (Wrench) -> Point of Sale. These settings allow users to adjust:

For further information on Point-of-Sale Administration, go to the Point-of-Sale Administration article.

Point of Sale Administration

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