Our fearless and inestimable CEO and founder Sean McLaughlin gave a talk at the annual Association of Equipment Dealers' (AED) conference in Orlando, FL two weeks ago. Sean gave the talk under the dual position as owner of a 5 location equipment dealer (Craig Taylor Equipment aka CTE) as well as the CEO of a quickly growing software company (Flyntlok!). He focused his speech on the value of technology and the critical role it can play within a dealership.
The main premise is that modern technology is not just a recruiting tool, but it is also pivotal for employee retention. Anyone reading these Release Notes knows the pain and difficulty of finding and retaining employees. Highly motivated staff members want to work with and use modern tools. Old technology is rarely fun or cool. Imagine trying to recruit an employee and showing them a green-screen DMS that was first built 15 years before they were even born vs using a system that allows speech to text for recording complaints/causes/corrections. Further, when you onboard new staff members, you can get them up and running much faster if your dealership adopts modern platforms. Does it suck swapping out old systems? Absolutely! But if you embrace the suck, you'll get to the other side and you'll see a step function in the growth potential of your dealership.
Sean illustrated the direct effects of technology by using his own dealership as a prime example. When he first purchased CTE it was doing $19mln a year, but ten years later it grew to $104mln. Yes, the Flyntlok DMS allowed for a much more efficient dealership with better management of inventory, service, and sales, but he also adopted numerous other best-of-breed technologies that could scale with his business from QuickBooks Online (and later Sage Intacct) to Shopify to SurveyMonkey and Twilio. There was a direct correlation to the adoption of technology to the massive growth of the dealership.
Sean talked about Maslow's Hierarchy of Needs (yeah, remember, he's still a Harvard nerd) and how people are always trying to sell you stuff at the top of the pyramid ("self-fulfillment needs") instead of selling you the core things you need to keep your business running ("basic needs"). Modern cloud based software systems, alongside Artificial Intelligence, are an entirely new evolution of the species. Those who adopt technology will thrive; those who don't will struggle to survive.
Opportunity
Salespeople viewing their list of machines on the mobile view requested the ability to filter out machines that are On Order, like how you can filter Sold machines.
Solution
There is a new checkbox on the Mobile Machine Searcher that allows you to filter out machines that are On Order.
Opportunity
Salespeople have asked to see a Machine’s “Minimum List Price” in the detailed financial view on the Invoice page, as this will make it easier to calculate discounts when quoting or selling a Machine.
Solution
You can now find any Machine’s “Minimum List Price” in the detailed financial view on Machine Dashboard.
Opportunity
Managers requested the ability to streamline their management of similar Models.
Solution
Users can now duplicate a Model from the Model editor page. To do this while creating or editing a Model, click on the "Save & Create Duplicate" button:
This will save your current edits and then create a new Model with all fields duplicated. Note: The newly created Model's name will have the word "COPY" appended to it to prevent duplicate naming.
Opportunity
Service Managers using the Work Order Scheduler would like to be able to view a Work Order’s age on the “card” in the Work Order list.
Solution
The age (in days) is now presented on the Work Order “card” in the list of Work Orders, and the created date can be viewed by hovering over the age.
Opportunity
Service Managers requested that $0 customer Invoices be automatically processed when invoicing a Work Order to a regular Customer and separately to a Warranty Customer.
Solution
$0 Customer Invoices will now automatically be processed (moved to Delivered status) when Invoicing a Work Order to a Customer and Warranty Customer Separately.
Opportunity
Service Managers mentioned that it was inefficient (and potentially paper-wasting) to print multiple Pick Lists for a single Work Order that contained multiple Internal Parts Order invoices.
Solution
We have added a printable Work Order Pick List in full-page and thermal paper formats. You can access these from the Actions drop-down on Work Order Dashboard:
Parts are grouped by Job:
Opportunity
When a Purchaser is submitting a Purchase Order to an external vendor, they generally only care about the total quantity of an Item to order, regardless of the store's own specific allocations. They requested a way to view Part Purchase Orders by total quantity per Item to streamline their ordering and reduce errors.
Solution
We have added a new toggle to view consolidated quantities on our Part Purchase Order page:
Opportunity
Purchasers requested an enhancement to streamline their Model creation workflows while creating a Machine Purchase Order.
Solution
When creating a new Model from the Machine Purchase Order page, clicking on the "Advanced" section will reveal additional fields to apply to the new Model.
Opportunity
Managers requested additional controls around their Users' ability to Reverse a Sales Order.
Solution
Administrators can access a new permission called “Reverse Sales Order” via the Wrench icon -> Users -> Access Control, under the Point of Sale category. This will keep any user without the permission from reversing of non-Internal Sales Orders.
Note: As with all Permissions on this page, when changing it, the Users must log out and back in for it to take effect.
Opportunity
Managers requested a quicker way to identify Cost of Sale Work Orders associated with a Machine Sale. Previously, the only way to know was to manually review associated Work Orders on the Machine Dashboard and look for Work Orders that had the appropriate Customer assigned to it.
Solution
When creating a Work Order from the original Machine sale, it will now be visible in the "Related Transactions" pop up at the bottom of the Point of Sale screen.
Opportunity
Salespeople requested a way to know if they or anyone in their company had previously sent a Review Request to a customer. They did not want to unintentionally send multiple requests to a long-term Customer.
Solution
When sending a Review Request, users can now see if a Request had been previously sent to a specific email or phone number. When viewing or adding an email address or phone number, an indicator will appear, and hovering over it will reveal the date that a Request was last sent:
Opportunity
Managers requested a way to identify inactive customers when using the Quick Searcher. They were having a difficult time finding customers when there were inactive customers that matched their search, as there was no way to tell the active customers from the inactive ones.
Solution
Inactive customers now have a red indication clearly showing their inactive status, just like parts.
Complaint: Rental Clerks complained to Wayne that from Machine Dashboard, when renting a Machine that had Suggested Items configured, they were not being prompted to select those Items.
Correction: Fixed.
Complaint: Salespeople reported that when swapping out a Machine on a Sales Order, the swapped-out Machine sometimes remained in Sold status.
Correction: This happened on an invoice that was past “Draft” status. Fixed.
Complaint: Salespeople reported that Will Call Labels on Item Receiving Vouchers sometimes didn’t display the full Customer name and Sales Order reference.
Correction: This was occurring on labels with longer names. Fixed.
Complaint: Rental Clerks complained that on the New Rental page, when switching between List and Timeline views, sometimes the availability information on Models or Machines would appear inconsistent between the two views.
Correction: Fixed.
Complaint: Managers mentioned that they were able to unintentionally create Models with the same name and Vendor, causing confusion around reporting and searching.
Correction: Updated the Model editor page to prevent creating or editing Model names that match an existing name on the same Vendor.
Complaint: Salespeople reported that they would receive an error due to phone number formatting when navigating to a new Lead that was created from the Customer dashboard.
Correction: Fixed.
Complaint: Salespeople mentioned that the searcher on the All Leads page would sometimes display an error.
Correction: Fixed.
Complaint: Purchasers noted that on Part Purchase Orders, the warning for Vendor minimum order amount was always visible, even if the order was over the minimum amount.
Correction: Fixed. This warning should now only show when the Purchase Order's total falls below the Vendor minimum.
Complaint: Service Managers reported that sorting by priority on the Work Orders Service Scheduler did not sort the list of Work Orders properly.
Correction: Fixed.
Complaint: Sales Managers reported that orders coming from Shopify into Flyntlok were being discounted if the order was for an existing Flyntlok customer that had discounts.
Correction: Fixed. Customer discounts will be ignored to ensure the invoice total lines up with what came from Shopify.
Complaint: Parts Managers reported that Part Purchase Orders were not always being closed when all parts were received.
Correction: Fixed.
Complaint: Parts Managers reported that Quantity On Hand was not being adjusted on Parts substituted on Part Purchase Orders.
Correction: QOH was being updated, but we needed to do a forced-refresh of the page to show the updated value.
Complaint: Managers noted that when adjusting the MSRP of an Item, the Vendor default markup was not being applied to List Price.
Correction: Fixed. This only affected locations that were not using Price Matrix calculations.
Complaint: Rental Clerks complained that on the New Rental page Timeline view, Machines with an "On Contract" Conflict were being displayed as Available.
Correction: Fixed. "On Contract" Conflicts should now correctly show the orange-colored indicator as shown here:
Complaint: Fleet Managers with the Samsara integration mentioned that their Machines were not being updated with hours or mileage data from Samsara.
Correction: Fixed.
Complaint: Part Receivers reported that the Part Receiving Voucher would appear to have no parts data initially, then the table’s lines would load.
Correction: Fixed.
Complaint: Parts Receivers reported that, when adding fees to Vouchers, they had to click into the Action field before being able to type when they didn’t need to before.
Correction: The cursor now automatically appears in the field when you add a new fee.
Complaint: Parts Managers reported that superseding Parts on Part Purchase Orders would sometimes fail without indicating why.
Correction: Fixed.
Complaint: Service Managers reported that parts from Invoices that had been unlinked from Work Orders would still appear on Estimates generated later.
Correction: Fixed.
Complaint: Shopify Managers reported that they were unable to see information about Shopify-linked parts in Flyntlok.
Correction: Fixed. Shopify made unannounced changes to their integration that Flyntlok was not made aware of until it was too late. Sometimes we just gotta roll with the punches.
Complaint: Inventory Managers noted that when removing an Item from a Sales Order that was linked to a Purchase Order, the Purchase Order’s page would not show that the Item had been unlinked.
Correction: Fixed.
Complaint: Salespeople mentioned that when searching for a Machine, searching by using words in the Machine's description would return inconsistent results.
Correction: Fixed. Now when you search for a Machine, Flyntlok will once again partially match your search term against words in the Machine's description.
Complaint: Service Managers reported they were unable to link a Sales Order back to a Work Order after it was unlinked.
Correction: Fixed.
Complaint: Part Receivers reported they were receiving an unintelligible error if they received an item at zero quantity.
Correction: Fixed. The error now explains that you cannot receive zero quantity of an item.
January 15th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 15th-18th in Louisville, Kentucky (Booth Number C001). The Equipment Exposition is an annual event dedicated to growing landscapers', manufacturers', and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Alex Clementi (alexc@flyntlok.com) if you would like to arrange a meeting while we are there. Or just stop by to say "Hello!"
Opportunity
Salespeople have requested the ability to sell their inventory of Machines through Flyntlok’s Shopify integration. Previously, Flyntlok only supported Items (i.e. non whole-goods).
Solution
Flyntlok now allows you to link Models to Shopify "Product Variants". You can create a new Shopify Product within Flyntlok on the Model’s editor page.
You can also link an existing "Product Variant" within Shopify that has a SKU that matches the Flyntlok Model ID by prepending an "M" in front of that Model ID.
When setting up an unlinked Model within Flyntlok, you will see any Shopify Product Variants matching that SKU for quick and easy linking.
When sold through a Shopify Order, a Model will appear on the new Flyntlok Invoice as a normal Model line which can be associated with a Flyntlok Machine for fulfillment.
Opportunity
Salespeople have requested the ability to manage their Product images for their Shopify Products from Flyntlok.
Solution
Flyntlok now has a new tool for managing your Shopify Product images. Your images from Shopify Products can be viewed in the Shopify section of “Linked Items” – and now linked Models too.
You can remove any Shopify Product image through Flyntlok by hovering over the image and clicking the trashcan icon.
Furthermore, you can upload images to the linked Shopify Product from the Item and Model editing pages in Flyntlok.
Opportunity
Managers have requested the ability to take a saved Grid Layout View on Leads and make it publicly available for all users in their shop.
Solution
Added the ability to make a grid layout “Public” when creating it. Selecting this option will allow other users to select it from the dropdown menu.
Opportunity
Sales Managers (and Wayne) requested the ability to sum the “Expected Revenue” field on the All Leads grid view.
Solution
Flyntlok now displays the summation of the “Expected Revenue” of all Leads in the grid.
Opportunity
Sales Managers requested the ability to view the latest correspondence on a Lead from the All Leads grid.
Solution
Added a “Latest Note” column to the All Leads grid which displays the most recent note or customer inquiry on the Lead.
Opportunity
Sales Managers requested the ability to filter Leads by ones that have no Tags.
Solution
Added the ability to filter Leads by empty Tags. This can be applied with the “(Blanks)” option under the Tags filter.
Opportunity
Managers requested the ability to see an Item’s QOH on trucks as well as at specific Locations.
Solution
Added the Item’s QOH on trucks linked to a Location on the Item Dashboard via a nifty orange badge.
Opportunity
Managers requested the ability to restrict adding labor to Work Order Jobs if the Job doesn’t have a set schedule.
Solution
Added this setting under Flyntlok Settings > Service > “Require Job Schedule for Labor.” With this feature turned on, the "Add" button for labor on Work Order Jobs will be disabled if the Job doesn't have a scheduled start and end date.
Complaint: Service Managers reported that “Inspection Tasks” created in Flyntlok and then synced to Record360 did not have matching “Due Dates”.
Correction: Fixed.
Complaint: Managers reported that Moves lasting longer than 24 hours were not showing up on the Truckload Scheduler under the Week or Day views.
Correction: Fixed. These Moves will now appear in the All Day row for their respective views.
Complaint: Accountants reported that a user was able to delete a payment line that was already posted to Sage.
Correction: Fixed. This bug only applied to companies integrated with Sage Intacct; it did not affect companies using QuickBooks Online.
Complaint: Managers reported that new Leads were not sending notifications to assigned users upon creation.
Correction: Fixed.
Complaint: Rental Clerks reported that Invoices with the “Trade-In” payment type were posting to Quickbooks with the wrong ID for the traded-in Machine.
Correction: Fixed.
Complaint: Parts Managers reported that Parts Requests from Work Orders were not sending notifications in some circumstances.
Correction: Fixed.
Complaint: Salespeople reported the Zapier integration sporadically disconnected from Flyntlok.
Correction: Fixed.
Complaint: Salespeople reported some responses to Google reviews would not display correctly on the Review Dashboard.
Correction: Fixed.
Complaint: Canadian users reported the Canadian “Half-Year Rule” checkbox in Machine Dashboard’s depreciation section would always be checked, regardless of the setting.
Correction: Fixed.
Complaint: Service Managers reported that the “Cause” and “Correction” fields were not populating on new Work Order Job templates generated from a Work Order.
Correction: Fixed.
September 25th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 15th-18th in Louisville, Kentucky (Booth Number C001). The Equipment Exposition is an annual event dedicated to growing landscapers', manufacturers', and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Alex Clementi (alexc@flyntlok.com) if you would like to arrange a meeting while we are there. Or just stop by to say "Hello!"
(Yes, we had to insert a link to the video since many in our audience might not get the reference.)
Recently, many of our faithful and dedicated Release Note Readers might be saying, "Hey, Flyntlok, love that you still come out with these updates every two weeks, but honestly, I'm not seeing the same volume of new features that I've become accustomed to. What's up? Where's the beef?"
Well, it's a very valid question. We are truly proud that, as the only true cloud-based DMS, we are constantly pushing out new features that our legacy competitors can only dream about. Flyntlok has been growing its customer base quite considerably, and since all Flyntlok customers share the same database and infrastructure, we are actually running the world's largest single DMS instance. We thus need to prepare that infrastructure to handle thousands of customers and tens of thousands of users on a global basis. To that end, we have dedicated a number of our development teams to build for the future. Most of this work won't make it into the release notes, but you'll reap the results now and in the years to come, with a robust and scalable platform. And so, for the next few months while we work on these long-term projects, you might see fewer items in the release notes. But fear not, our amazing dev team is cranking on unseen work to keep Flyntlok ahead of the curve and to keep your business running.
Oh, and since we have you on that topic: Keep an eye on your email. In the coming weeks you will receive an email telling you that you might need to edit any bookmarks you have to Flyntlok. The main login page won't change, but every customer will get their own "subdomain". That means, after you login, the URL in your browser will say https://mycompany.flyntlok.com/. If you have any bookmarks to pages other than the login page, you will have to insert your company name into the saved URL (e.g. https://mycompany.flyntlok.com/rc/crm/leads). The email you receive prior to the change will notify you of what "mycompany" will be.
Opportunity
Previously, requesting a Google or Facebook review from a customer required navigating to the CRM Reviews page. Users have suggested that integrating "Review Requests" into more common customer touchpoints within Flyntlok would greatly streamline workflows and improve efficiency. (Plus, our esteemed CEO was nagging us for months to do this.)
Solution
Your feedback (and our CEO’s feedback) has been heard! We’re thrilled to announce that the "Review Request" feature is now more accessible than ever. You can now request reviews directly from multiple key areas within Flyntlok, including:
This enhancement is designed to make it easier for you to connect with customers and gather valuable feedback with just a few clicks.
This feature can be accessed at most of these pages by clicking on Actions > Request Review. (On Customer Dashboard, it is under the CRM Button. On Point of Sale, it is Details Panel and then in the Actions section on the far right. It can also be found within the SMS Conversations panel on Point of Sale)
On SMS Conversations, a new icon is available as shown here:
Additionally, we have made several improvements to its functionality.
Relevant Contacts will be immediately loaded in. For example, on Customer Dashboard, we will load in all of the Customer's phone numbers and email addresses with the Primary Contact pre-selected.
You can now manually enter a phone number or email address.
An icon will appear next to newly added phone numbers or email addresses. These will be automatically saved to Customer Contacts after sending the Review Request. On the Lead Dashboard, these will also be saved to the Lead.
Note: This feature is only available if you have Google Reviews and/or Facebook Reviews configured for your company. If you're interested in getting set up, contact your friendly Flyntlok Consultant!
Opportunity
Rental Agents want to standardize their rates for pickup and delivery.
Solution
Flyntlok now supports preset pickup & delivery rates for Rental Contracts. When a location has preset rates configured, you will be prompted to select from them when creating a new Rental Contract or when updating an existing Contract’s “Pickup” or “Delivery” details.
There are 2 kinds of rates:
If none of your presets make sense for a contract, you can select “Custom” to set your fee to whatever you want to charge.
Flyntlok has added a new page to your Rental settings to manage these new presets. You can find it by navigating to Flyntlok Settings (wrench icon > Flyntlok > Flyntlok Settings), clicking “Rental Settings”, then opening the “Pickup and Delivery” tab.
Opportunity
Rental Fleet Managers need to schedule deliveries and pickups for their fleet and expressed interest in using Flyntlok to do so. Currently, addresses and fees for pickup and delivery can be set on a Rental Contract, however the existing Move system in Flyntlok is not used.
Solution
Administrators can now opt to have Flyntlok automatically create Moves from their Rental Contracts when the contract is reserved. Flyntlok will automatically sync the customer and machine information from a Rental Contract to its Moves until the Move has been assigned to a Truckload. Additionally, you will be prompted to update the dates or addresses on linked moves when updating contract dates and pickup or delivery addresses.
To top it off, there is a new tab on the Rental Contract where you will be able to view all linked moves in one spot. To enable this feature please contact your friendly Flyntlok Consultant.
Opportunity
Previously, companies with our STIHL Products integration were only able to load in Model information and not the pictures that STIHL made available. Users have asked for the ability to also view images directly provided from STIHL, in addition to any images they might have added themselves.
Solution
If STIHL provides images for a Model, they are now available to view on the Machine Dashboard under "STIHL Images" tab:
STIHL images will appear by default. You are still able to upload and view your original images by switching over to the "My Images" tab.
Opportunity
Managers requested the ability to set discounts for Models.
Solution
Added capability to set Model discounts. This can be configured from the Model Info page under the "Discount Pricing" widget:
When selling a Machine of that Model, the discounted price will prefill as the suggested sale price. If the Machine has its own discount set, the Machine’s discount will take precedence. The discount will also be used when quoting that Model.
Opportunity
Service Managers requested that they would like to see Work Order revenue information on Work Order Dashboard without needing to click on the Performance tab.
Solution
Users who have permission to view the Performance tab will now see a "Price" section at the top of their Work Order Dashboards. This price is calculated as Total Revenue minus Discounts.
Complaint: Rent Template Schedules on the Rental Contract would not save correctly if they were saved for a Model. Templates on Model lines would not show up in the searcher either.
Correction: Fixed. Rent Template Schedules saved to Models will now properly save and be searchable. These templates are also visible on the Model Info page.
Complaint: Users reported seeing “$0.00” instead of “TBD” when creating Rental Contracts with pickup or delivery enabled but no fee set.
Correction: Fixed.
Complaint: Users reported being unable to find some customers when creating Reservations.
Correction: Fixed.
Complaint: Users reported being notified for changes they made on leads they were already assigned to. They didn’t need a notification because they made the change!
Correction: Fixed.
Complaint: Canadian customers reported that Bobcat of Canada was not receiving updates for the Bobcat Parts Trading Network.
Correction: Fixed.
Complaint: Salespeople reported the Total and Page Count on the All Leads view were not updated when filters changed.
Correction: Fixed.
September 11th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
A few large customers and some new Flyntlok prospects have found that QuickBooks online isn’t a fit for their business due to their ownership complexity, number of locations, multiple currencies, or for other reasons. We have been asked to integrate with the Sage Intacct accounting system.
Solution:
Flyntlok has been a proud integrator with Intuit’s QuickBooks Online, one of the premier accounting packages in the industry, since our inception. However, we are excited to add an integration with the Sage Intacct accounting package. Sage Intacct is the industry’s most modern, powerful, and scalable accounting software geared toward larger and more complex dealers, specifically those with numerous branch locations. Flyntlok and Sage have a two-way sync process to move reference data, transactions, and balances between the products. Synchronization can happen automatically or can be manually initiated in order to provide a review process as part of your workflow.
If your business outgrows QuickBooks Online and you want to consider Sage Intacct, please reach out to our Consulting team, and we can set up a meeting to discuss this option.
Opportunity:
In our July 19th Release, we debuted the new CRM "Reviews" report, which tracks and displays customer reviews submitted from Google. Salespeople have requested reviews left on the company's Facebook page be included in this report.
Solution:
We have incorporated Customer reviews posted on your business's Facebook page into the"Reviews" report located in the CRM Tab of your Left-Hand Navigation menu. This report will retain all of its previous functionality and still allow users to view the company's aggregated Google/Facebook scores, respond to reviews, and send an email or SMS message requesting a review of the company. (N.B. While Flyntlok has completed this integration work, the final release is pending a Validation Review by Mark Zuckberberg… or someone that works for him. That should be completed within 5-10 days and then you can set this up. Please contact a Flyntlok consultant for any assistance.)
To integrate your company's customer Facebook reviews into the "Reviews" report, you will first need to connect your specific Facebook page to Flyntlok. This can be accomplished by navigating to the "Integrations" page. (Admin Editors Wrench->Flyntlok->Integrations). From here, you can select the button to log in and connect to your Facebook account to Flyntlok.
If your company's Facebook account has multiple pages representing alternate branch locations, you will have the ability to link multiple Facebook pages into Flyntlok. Once you have entered your account login information, Fyntlok will display a list of all "Pages" associated with the account, where Users can select which pages to connect with Flyntlok. You can add and remove account pages by selecting the edit button on the "Facebook Settings" section of the integration page.
Users can respond to customer reviews by selecting the 
button of the individual line. For responses to Facebook reviews, Flyntlok will provide a link that will redirect Users to the Facebook reviews page, where they can respond to individual customer reviews.
Flyntlok Users will also have the option to send an SMS message or email to customers, requesting they review your company via Facebook Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the company's Facebook account and the Google Review page.
Opportunity:
In the last release, we launched the new "Contracts To Be Billed" report, which allows Flyntlok Users the ability to generate and invoice active Rental Contracts in bulk. Our next iteration is to further streamline this process by auto-applying account payments to invoices when the associated customer is an Account Customer.
Solution:
Account payments will now be auto-applied to invoices generated where the associated customer is an Account Customer. Flyntlok will then move the invoice into a "Delivered" status. Invoices where the associated customer is not an account customer will be generated in a "Draft" status and will still need a payment. To make the Contracts associated with account customers more obvious, we added a new "Customer has Account" column to the report.
Opportunity:
Purchasing managers have requested an additional warning be added to the Draft Purchase Order Page when the top-left "Delete Layout" option is selected. Currently, when adjusting layouts, if the delete button is clicked accidentally, the only way to cancel is to close the window.
Solution:
We have added a "Delete Layout?" pop-up to the "Draft Purchase Order" page that will display when the "Delete" button (of the page layout section) is selected, and Flyntlok will now ask Users to confirm if they wish to delete the selected layout.
Opportunity:
Flyntlok managers have requested that we create fewer steps for executing certain actions after looking up a Vendor.
Solution:
We have updated the prefix searchers Vendor search (V?) results page.
When attempting to look up a specific Vendor from the Flyntlok home page searcher using the V? prefix, you will be directed to a results page where Flyntlok will display a list of all possible Vendors matching your search. We will now display a 
button beside each returned result. Users will have the ability to select from several actions including: creating new Purchase Orders or Machine Purchase Orders; adding new Models; and importing Purchase or Return Orders from a spreadsheet.
Opportunity:
In our August 30th Notes, we released a new indicator titled "Has Contacts" to the Customer Dashboard, which shows Users if a specific Customer has Full Contacts associated with it for marketing purposes (A "Full Contact" is a contact that has all of the following details: contact name, phone number, and email). Flyntlok Salespeople have requested we instead display the number of Full Contacts associated with the Customer record.
Solution:
We have changed the title of this indicator from “Has Contact” to “Full Contacts,” and Flyntlok will now display the number of Full Contacts associated with the Customer record. Contacts associated with the Customer that do not have all required fields will not be included in this count (i.e. is missing email or phone number).
Opportunity:
Flyntlok Users have requested additional Machine Warranty information be added to the Machine Dashboard.
Solution:
We have added new fields to the Machine Dashboard to display Internal Warranty Start and End dates and Powertrain information. To add this information to Machines in your inventory, navigate to the Machine's Dashboard and select "Edit" from the button drop-down menu.
Opportunity:
Service managers have requested a new field be added to the Machine section of the Work Order dashboard to display the "Manufacture Year" of the Work Orders associated Machine.
Solution:
We have added a "Machine Year" field to the "Machine Section" of the Work orders "Info Tab", which will display the associated Machine's manufacture year. This field will only display for Machines where the "Manufacture Year" is populated.
Opportunity:
We recently released the "Customer Item Pricing" feature, which allows Flyntlok Users the ability to set up a temporary discount on an Item for a specific Customer. Flyntlok managers have requested we add permissions around this feature so Administrators have the option to allow or restrict Users from using the “Customer Item Pricing" feature.
Solution:
We have added a new permission to the Customer section of the "Access Control" page, allowing Flyntlok Administrators to allow or restrict User's access to the “Customer Item Pricing" feature. Administrators can navigate to the setting by selecting the 
icon in the top right corner of any page, selecting "Users", and then choosing "Access Controls" from the drop-down menu.
Complaint:
If a User was creating/editing a Customer and if the User clicked out of the pop-up entry form, the page locked and the Save button was no longer selectable.
Cause/Correction:
Fixed. When creating a new Customer, clicking out of the pop-up will no longer lock the page.
Complaint:
Flyntlok Users have encountered an issue when creating an Item Purchase Order that contained a Special Order and Stock Quantity of a particular item. If the item was received with additional quantity from what was ordered, and the Sales Order is reversed, the SO becomes broken, and you can only fulfill the original Special Order quantity for the sale.
Cause/Correction:
Fixed. When receiving items on an Item Purchase Order, if any additional quantity is received for items associated with a Special Order, Flyntlok will fulfill the Special Order quantity and then apply the remaining quantity to stock.
Complaint:
Flyntlok users were reporting an issue where Flyntlok was unable to return search results when attempting to search a time period between two dates from the "Sold Machines" report.
Cause/Correction:
Fixed.
Complaint:
Purchasing managers were experiencing an issue when adding a Customer Shipping Address to a Machine Purchase Order when the shipping address exceeded 100 characters. The user would receive a "Could Not Edit Purchase Order" error message and the address was not saved.
Cause/Correction:
The "Ship to" address length allowed on the Machine Purchase Order was shorter than the address length allowed on the Customer Dashboard "Customer Shipping Addresses" field. (Yeah, that was stupid of us.) We have increased the character limit on the "Customer Shipping Address" field of the Machine Purchase Order and aligned it with that of the Customer Dashboard. (That was smart of us.)
September 13th, 2023 Release Notes
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