Purchasing

Machine Purchase Order Importer-(Ticket #FD-2863)

Opportunity:  

Flyntlok users purchasing equipment from an alternate system have requested the option to import these orders into Flyntlok’s Machine Purchase Order system.

Solution:

We have added an "Import" option to the button's drop-down menu on the Machine Purchase Order page. Selecting this option will open the "Import MPO" modal allowing you to choose a file from your device to import into the Purchase Order. Flyntlok will then display the Machine information pulled from the imported file, allowing you to review the information and map columns accordingly. Selecting "Submit" will add recognized Machines from the import to the Purchase Order.

The “Import MPO” will accept CSV, TSV, XLS, XLSX, ODS file formats that contain, at minimum, a column with the desired Machine’s “Make” and a column with the Machine’s “Model.” User must check the prompted box if the imported file contains a first-row header.

  1. Make (Required):  Text field that must match exactly the “Make” field from the Model dashboard.
  2. Model (Required): Text field that must match exactly the “Model” field from the Model dashboard.
  3. Quantity (Optional): Number of machines. In the absence of a quantity column, or a zero value, Flyntlok will default the order quantity to 1.
  4. Description (Optional): A textual column for informational purposes for viewing on import.
  5. Unit Price (Optional): Cost of the Machine.

Image from the Model Dashboard. Values from import file must match these from Dashboard.

Sample File.

Note: Only Machines recognized within Flyntlok will be added to the Purchase Order. Both the Make and Model fields within the file must match the fields in the Model dashboard within Flyntlok. Non-matching records will not be imported.

Customers

Model Specific Pricing-(Ticket #FD-2867)

Opportunity:

Salespeople have requested the ability to set a custom discounted List Price on a Model for specific customers so that each time that customer buys a Machine of that Model, there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.

Solution:

To incorporate Model Specific Pricing on the customer level, we have added a “Model” option to the "Customer Discount Pricing" modal located on the Customer Dashboard page. While this modal was previously only for Item Discounts, we have renamed the option from "Item Discounts" to "Item/Model Discounts" and have added a toggle option to search Items or Models. Once you have selected "Search Models", you can add and edit individual Model discounts and set a specific expiration date for the discount.

 

We have also updated the discount structure of the Point of Sale to incorporate the Customer Model discounts so that you can save a new discount directly from this screen back to the Customer record. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give you the option to save that discount to the associated Customer's records.

Service

Warning for Missing Machine Information-(Ticket #IHK-400)

Opportunity:

Service Managers that require their technicians to log the Hours and Miles of the associated Machine when checking-in to a Work Order Job, have requested we add a warning message to the Work Order's dashboard to indicate if the associated Machine is missing the meter history.

Solution:

We have added a new setting to the "Flyntlok Settings" page titled “Warn if Missing Machine Details”. When this setting is enabled Flyntlok will display a large warning at the top of the screen if the Work Order’s associated Machine is missing information.

More Machine Moves Improvements-(Ticket #FD-2633)

Opportunity:

In our last Release, we updated the Work Order settings to auto-generate a "Machine Move" when Pick-Up/Delivery is required for the associated Machine of a WO. Our next improvement for this feature is to add an indicator of the Machine Move to the Work Order dashboard and allow for edits to be made to the WO to be reflected on the associated Move.

Solution:

We have added a "Machine Move" field to the Pick/Delivery section of the Work Order’s "Info Tab”, and Flyntlok will display the associated Move’s ID Number in this field when available. Selecting the ID Number will open the "Machine Move." We have also updated the settings of the Moves System, and Moves generated from a WO will respect all edits made to the Work Order's associated Customer, Machine, or Pick-up/Delivery schedule.

   

Point of Sale

Sales Order Required Fields-(Ticket #IHK-891)

Opportunity:

On the "Customer" Tab of the Sales Order page, Flyntlok provides several fields where users can log additional Sales Order information.  Sales Managers tracking the Sales Order "Source" and "Type" have requested we make these fields required.

Solution:

We have added two new settings to the Flyntlok settings page: "Require Source on Sales Orders before Processing" and "Require Type on Sales Orders before Processing." When enabled, these settings will prevent users from Selecting the "Process" button on a Sales Order unless the required field(s) are filled.  Administrators can access these settings from the Flyntlok Settings page by selecting the option from the icons drop-down menu. (Wrench-> Flyntlok-> Flyntlok Settings)

         

Rental

Unused Consumables-(Ticket #IHK-1071)

Opportunity:

Rental Managers have reported instances where unused Rental Consumables are still being represented on the contract's Invoice but with a quantity of 0. To alleviate customer confusion they have requested we remove unused Consumables from the Rental Contracts Invoice.

Solution:

We have updated the Rental Invoice settings and unused Consumables will no longer populate Rental Invoices.

CRM

Associated Machines -(Ticket #IHK-1087)

Opportunity:

When associating a Machine with a CRM Lead, Flyntlok auto-adjusts the searching function of the machine searcher from available "Inventory Machines" to the specific Customer’s "Owned Machines" when a Lead is associated with a Flyntlok customer. Salespeople have requested the option to edit the search function manually.

Solution:

We have added a filter to the CRM Lead Dashboard's machine searcher that will allow you to toggle the searching function from "Sellable", which will show a list of all Available and OnOrder machines, to "All" which will show a list of all machines that are customer-owned and available.

 


Issues Resolved This Sprint

Rental Contract “Reserved Dates” Not Respecting the Reservation Dates-(Ticket #48842)

Complaint:

Rental Managers had reported an issue where Rental Contracts created via a Machine Reservation were being generated without the requested dates from the reservation.

Cause/Correction:

Fixed. We resolved a bug that was not allowing Flyntlok to respect time-zone configurations. Rental Contracts created from a Machine reservation will generate with the Dates Reserved pulled from the reservation.

Technician List Not showing in Mobile View -(Ticket #-908)

Complaint:

Service Managers had reported an issue where the "Technician" field was not populating all their available Service Techs into the drop-down menu when accessed from the "Mobile View."

Cause/Correction:

Fixed.


Last Release Notes

February 14th, 2024 Release Notes

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Purchasing

Auto Allocation, Take 2-(Ticket #FD-2845)

Opportunity:

In our last Release, we added an "Allocate" option to the Item Receiving Voucher, allowing users to automatically allocate an Item's received stock to outstanding Invoices containing Special Ordered or Back-Ordered Items. Our next iteration will be to group together multiple allocated lines on the Receiving Voucher and allow you to adjust the auto-allocation strategy manually.

Solution:

We have updated the Item Receiving Voucher to group together all of the Item’s individual allocations together for easier viewing and managing.  We have also added an “Allocations” column, which will display the allocation status of each item line of the voucher, and, finally, we made a slight change to the “Allocate” option from the button’s drop-down menu (which now displays as “Allocate All”). Finally, we have created the ability to prioritize the allocation of Received Items to a particular Sales Order.

All Allocated line items will be grouped together under a parent line of the Item. You can expand and collapse allocated sub-sections of the item line by selecting the "arrow" icon on the left-hand side of the line. We have also added an "Expand All"  and "Collapse All" option to the action icons list.

-This icon indicates that the line has been allocated. Selecting the icon will allow you to remove the allocation from the chosen Invoice.

-This icon indicates that the line has not been allocated. Selecting this icon will allow you to choose from a list of outstanding Invoices to assign the received quantity to.

Users can manually override an allocation by selecting the  icon. The user will then be presented with a drop down list of Open Orders to choose from. If there is not enough of the item to fully allocate to that item, it will allocate what is available and the rest will remain as back-ordered.

We have added a “Prioritize Special Order Receives” check box to the "Details" tab of the Sales Order page. When a SO is marked as a “Special Order Priority”, Flyntlok will automatically move this Sales Order to the top of the Outstanding Invoice queue, bypassing older, non-prioritized orders. Flyntlok will allocate an Item’s Received Quantity to the ”Prioritized” invoices before the oldest outstanding non-prioritized order. Prioritized Invoices themselves are then “prioritized” by oldest to newest before moving to non-Prioritized Invoices.

Service

Machine Moves Improvements-(Ticket #FD-2633)

Opportunity:

Service Managers have requested the option to create, schedule, and track Machine Transfers directly from the Work Order dashboard when Pick-up or Delivery is required for the associated Machine. They would like this option to be available for all Machines associated with the WO; both actual Machines known within Flyntlok and Virtual Machines.

Solution:

Flyntlok will now auto-generate a new Machine Move when pickup/delivery is scheduled for the associated Machine of a Work Order.

The generated "Move" will provide a link back to the Work Order in the "Comments" section.

Point of Sale

Harmonized Sales Tax -(Ticket #FD-2646)

Opportunity:

Flyntlok customers in Canada have requested the option to apply a Harmonized Sales Tax (HST) to their Sales Orders. HST is a combination of federal and provincial taxes levied on most goods and services sold for domestic consumption, which the customer pays.

Solution:

We have added a Harmonized Sales Tax (HST) option for companies operating in Canada. Please reach out to your friendly consultant if you would like any additional information about applying the HST to your Sales Orders.

Internal Labor-(Ticket #FD-47938 )

Opportunity:

Service Managers have requested the option to add a default "Labor Type" for a specific Customer, so that when the customer is added to a Work Order, Flyntlok will auto-set the Labor field for all jobs associated with a Work Order.This is most typically requested for “Internal Labor” Work Orders.

Solution:

We have added a "Default Labor Type" field to the Customer Dashboard's "Edit" page, allowing managers to set Work Order Labor Type for the specific customer. When the "Default Labor Type" is set, all associated Service Jobs associated with the Customer will be automatically set to the selected "Default Labor Type."

Inventory

Additional Alternates Displayed on Item Dashboard-(Ticket #IHK-48163 )

Opportunity:  

If an Inventory Item has alternate parts, Flyntlok will display those items on the Items Dashboard in the "Item Information" section. Salespeople have requested the option to display more than one alternate Item.

Solution:

We have updated the "Alternates" section of the Item Dashboard, and Flyntlok will now display up to four Alternates in the "Item Information" section. If the Item has more than four Alternates, Flyntlok displays the first four and indicates how many other alternate parts the item has available with an option to "Show All."

Rental

Model QR Code on Lease Agreement-(Ticket #IHK-480)

Opportunity:  

Rental Managers have requested the option to add additional Model information to the Rental Contract's Lease Agreement. They would like the ability to link a website to the Lease Agreement, where the recipient can be directed to the webpage in order to review information on the associated Model of their Rental Contract (for example, a YouTube video demonstrating how to operate the equipment).

Solution:

We have updated the Lease Agreement as well as the Model Info page and you will now have the option to save a website’s URL to a specific Model. We have added two new fields to the Model Information section of the Model Dashboard titled "Primary Support URL" and Secondary Support URL" which will allow you to input the URL of the support website(s) you'd like customers directed to. Once the support URL is saved to the Model’s information, Flyntlok will automatically add a QR Code for the website(s) to the Lease Agreement when a Machine of that Model is added to a Rental Contract.

Flyntlok will display the QR code(s) on a second page, with a message prompting the recipient to scan the code to learn more about the Model.

Note-Please contact your friendly Flyntlok consultant if you would like this feature set up. 


Issues Resolved This Sprint

Rental Billing Error When Invoicing Machine Replacement-(Ticket #2719)

Complaint:

Rental Managers had experienced issues when attempting to invoice a Rental Contract when the associated Machine had been replaced with an alternate Model. While the user could swap the associated Machine on the Rental Contract's Dashboard, the Invoice generated was incorrectly charging for both the replaced Machine and the new Machine.

Cause/Correction:

Fixed.

Default Curser Into Text Box (WO Parts Request Note)-(Ticket # IHK 47985)

Complaint:

Service Technicians requesting parts to complete Service Jobs directly from the Work Order Dashboard requested that we default the cursor to the text box when the add note button is clicked.

Cause/Correction:

Fixed. When requesting parts from the Work Order Dashboard, Flyntlok will auto-focus the curser into the text box when the button is selected. Yeah, another two-second item, but when you ask, you shall receive! (Plus, I think our developers like to 'pad their stats' with items like this...)

Unable to add Items to "Quick Order" if Vendor is Set as a Distributor-(Ticket # IHK 47985)

Complaint:

Purchasing Managers had reported an issue where they could not add Items to a Purchase Order when attempting to create a "Quick Order" for Vendors set as "Distributors." The Item Searcher inside the "Quick Order" modal of the Vendor Dashboard was not populating the alternate Vendors’ Items distributed by the Vendor.

Cause/Correction:

Fixed. The Item searcher of the Vendor Dashboard "Quick Order" option will populate all Items that the Vendor distributes.


Last Release Notes

January 31st, 2024 Release Notes

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CRM

Microsoft Office 365 Email Integration-(Ticket #FD-2378)

Opportunity:                     

Flyntlok Administrators have requested the ability to send emails from Flyntlok using their company email, rather than having emails come from a Flyntlok address. Many recipients were confused when they got an email from Flyntlok rather than from their dealer.

Solution:

We have added a "Microsoft" setting to the "Integrations" page that will allow Administrators to connect a company’s Microsoft Office 365 account within Flyntlok. Once connected, your emails will come from that that address rather than from a Flyntlok address.

This feature is available when emailing:

The Office 365 email address will not be included in emails sent from the “Quick Hit” link on the Lead Dashboard. (This feature is limited to one Microsoft email account per tenant.)

Sales Quote Updated to Sales Order on Lead Dashboard-(Ticket #FD-2420)

Opportunity:                     

From the "Actions" drop-down menu of the "Lead Dashboard" page  users are able to create new linked transactions, such as Sales Quotes, Rental Contacts, and Work Orders. Sales people have requested the "Sales Quote" option be replaced with a "Sales Order" because our workflow does not allow for orders to go straight to quote status.

Solution:

We have replaced the "Create Sales Quote" option with "Create Sales Order" on the buttons drop-down menu.

Purchasing

Pending Stock Allocation Strategy-(Ticket #FD-2119, 45315)

Opportunity:           

Purchasing Managers have requested the ability to choose whether to include “Pending Stock” quantity (the order quantity of Items on the “To Be Ordered” board) with the "Flyntlok Recommended Quantity" when creating new Purchase Orders from the Draft PO page. They also would like the "Pending Stock" quantity from "To Be Ordered" and Stock from "Recommended Quantity" to be displayed on separate lines on the Purchase Order.

Solution:

We have added a new setting to the “Flyntlok Settings” page, allowing Administrators to apply alternate allocation strategies to the “Draft Purchase Order” page. Administrators will be able to choose from three options; “Do Not Allocate Pending Stock,” “Allocate All Pending Stock From Recommended QTY,” and “Add Pending QTY to Recommended QTY.”

This is the original behavior and will serve as the default Allocation Strategy. Flyntlok will only use the Recommended QTY.

Quantity of "Pending Stock" on the "To Be Ordered" board is fulfilled from the Flyntlok Recommended Quantity. Example-"To Be Ordered" shows a quantity of 3, "Flyntlok Recommended Quantity" is 5. You still only order 5, and the 3 others are pulled off of the "To-Be-Ordered" board.

Example-"To Be Ordered" shows a quantity of 3, Flyntlok "Recommended Quantity" is 5; Quantity of 8 is ordered.

"Scan Mode" Added to Item Receiving Voucher -(Ticket #FD-2458)

Opportunity:

Purchasing managers have requested the ability to scan Item via a barcode scanner when receiving Items on a Receiving Voucher.             

Solution:

We have added a "Scan Mode" to the "Item Receiving Voucher." When "Scan Mode" is activated Scanning items via a UPC, EAN, or Item Number will open the Voucher’s Receiving modal for that item. Flyntlok will display a "Duplicate Items Found" error message if an item is scanned more than once. Note- During scan mode other inputs are disabled except for the Receiving modal window.

"Scan Mode" Added to Machine Receiving Voucher for Serial Number Scanning-(Ticket #FD-2457)

Opportunity:

Purchasing Managers have requested the ability to use a barcode scanner to enter Machine Serial Numbers when receiving Machines on a Machine Purchase Order.

Solution:

We have added a "Scan Mode" to the Machine Receiving Voucher, which will allow users to quickly scan Machine Serial Numbers via a barcode scanner based on the Model. "Scan Mode" can be activated by selecting the icon.

"Split" Machine Purchase Order Message added to "Notes" Section-(Ticket #FD-2393)

Opportunity:

Machine Purchase Orders in a "Partially Received" status are eligible to be "spilt", which takes the received Machine(s) and moves them to a new PO. Flyntlok Purchasing Managers have requested we add a message to the original Purchase Order to indicate a "Split PO" action has been taken.

Solution:

We have added an informational message to the "Notes" section of the Machine Purchase Order to indicate the PO has been split. Flyntlok will display a "Split To" message on the original Purchase Order and a "Split From" message on the New PO. This message will provide a link to the referenced order.

       

Service

Added Filters to "Upcoming Maintenance" Report-(Ticket #FD-2489)

Opportunity:                     

We recently added the "Upcoming Maintenance" report to the "Machines" Tab of the Left-Hand Navigation Menu. This report displays a list of upcoming scheduled Machine maintenance and provides information on the Machine and upcoming service. Service managers have requested we add additional categories to the report to track the Customer Name and Customer Unit Number.

Solution:

We have added columns to display "Customer Unit Number" and "Machine Owner", when available, to the "Upcoming Maintenance" report.

Mobile View

Show Work Orders Assigned via the Service Calendar in "My Work"-(Ticket #FD-1768)

Opportunity:                     

The “My Work” tab of the Mobile View displays Work Orders assigned to individual Technicians from the Work Order. Service Technicians have requested we also include the Work Orders assigned via the Service Calendar to the “My Work” tab.

Solution:

We have incorporated Work Orders assigned to Service Technicians via the Service Calendar into the "My Work" tab of the Mobile View. The "My Work" tab will now be broken into two sections: "My Assigned Work" will display Work orders assigned to techs directly from the WO, and "My Scheduled Work" which will display WO assigned from the Service Calendar.

Point of sale

"Copy" Option Added to Work Order Final Invoices-(Ticket #FD-2433, 45817)

Opportunity: 

Flyntlok currently provides users the option to create copies of Sales Orders by clicking the "Copy" button from the "Payment" tab. Salespeople have requested the ability to also copy invoices associated with Service Work Orders.

Solution:

We have added the "Copy" option to "Final" invoices generated for a Work Order.


Issues Resolved This Sprint

New Item Accounting Information-(Ticket #FD-2397)

Complaint:

Flyntlok users had experienced an issue where accounting information was prefilled on the "Item Creation" page before selecting the item's "Vendor".

Cause/Correction:

Fixed. The Accounting section of the Item Creation page will remain blank until a Vendor is selected. Flyntlok will then display the accounting information for the selected Vendor. If no accounting information is saved for the selected Vendor, Flyntlok will fall back to the "Vendor Default” settings set on the "Flyntlok Settings" page.

Items labels are not the same-(Ticket #FD- 2437)

Complaint:

Purchasing Managers generating Labels from the Item Purchase Order had noticed a discrepancy between Item Labels printed in bulk and Labels printed for an individual Item, where bulk labels were generated with a bar code and individual labels with a QR code.

Cause/Correction:

Fixed. All Items Labels will have the same display, whether printed individually or in bulk, from the Purchase Order or from the items Dashboard.

Work Order Forms not Saving Edits on Mobile View-(Ticket #FD-2450)

Complaint:

Service Technicians had reported an issue where Work Order forms were not saving information when edits were made from the Mobile View. In this scenario, the Technicians could add and edit Work Order Forms associated with Service Jobs, but when attempting to save (by clicking the  icon in the top right corner of the Form), the edits are not actually saved. (OK, that seems like an obvious thing. How did we miss that? Yeah, well pobody’s nerfect.)

Cause/Correction:

Fixed. Edits made to Work Order "Forms" associated to Service Jobs will persist when the Save button is selected.


Last Release Notes

November 8th, 2023 Release Notes

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CRM

Add Associated Machine/Model to Transactions Created from CRM Lead-(Ticket #FD-2249)

Opportunity:

The “Lead Dashboard” page currently allows Flyntlok users to associate Machines and Models with the CRM Lead. Also, it provides the ability to create new Sales Quotes, Work Orders, and Rental Contracts for the associated/linked Customer. Salespeople have requested that any associated Machines/Models be added to the created transactions.

Solution:

Machines associated with a CRM Lead will be added to Sales Quotes, Work orders, and Rental Contracts generated from the Lead Dashboard; associated Models will only be added to Rental Contracts and Sales Quotes (and not to Work Orders.)

Service

Convert Part Orders to Quotes for Estimate Work Orders-(Ticket #FD-2335)

Opportunity:

Flyntlok currently allows users the option to convert a Work Order into “Estimate” status via the “Actions” button. Users can then send a request to the Customer to review the Estimate and Accept/Reject individual jobs. Service Managers have requested we automatically convert Part Orders associated with Work Orders in an “Estimate” status to a Quote to avoid accidentally processing Parts Orders on "Rejected" Jobs.

Solution:

We have added two new settings to the "Flyntlok Settings" page to improve the Estimate Work Order workflow "Quote Internal Parts Orders Linked To Work Order Estimates" and "Job Processing on Work Order's Status from Estimate to New."

Location Based Work Order Fees-(Ticket #FD-2130, 45197)

Opportunity:           

Service Managers of companies with multiple branch locations have requested the ability to configure Work Order fees based on the branch location.

Solution:

We updated the Work Order fees and user will now be able to specify different Work Order fees based on their different branch locations.

Work Order Machine Tag-(Ticket #FD-2229)

Opportunity:

Service Managers have requested the ability to print Work Order Machine Tags, which can then be attached to individual Machines associated with a Service Work Order. The Machine Tag needs to display information about the Machine and the associated Work Order.

Solution:

We have added a “Print Machine Tag” option to the Work Order button's drop-down menu, allowing users to print a “Machine Tag” that can be attached to Machines associated with the WO. The Machine Tag will display the Date Created, WO ID, Customer Name, and the Machine's ID Number, Model, and Serial Number, along with a barcode that references the WO. The Machine Tag is compatible with 62mm wide labels of variable length and "Brother" Q-series label printers.

 

       

Rental

Send Lease Agreement via SMS Messaging-(Ticket #FD-1377,929)

Opportunity:           

Flyntlok offers users an option to email a "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contract. Rental Managers have requested the ability to also send the “Lease Agreement” via SMS messaging.

Solution:

We have added an “SMS Lease Agreement” option to the drop-down menu of the Rental Contracts “Actions” button, which will allow users to search saved Customer Contact phone numbers and send the “Lease Agreement” via an SMS text message.

     

Point of Sale

Cash Tendered/Change Due -(Ticket # FD-2227, 45367)

Opportunity:

Sales people using the new "Emergepay" Gravity Payments System have requested we display the "Tendered Amount" and then "Change Due" when applying Cash payments to a Sales Order.

Solution:

We have added the amount "Tendered" and, when applicable, the change due to the details line of the Sales Order and Sales Order PDF for Cash payments.

Searching

Vendor Search Update -(Ticket #FD-2374)

Opportunity:     

Flyntlok users had requested that we create fewer steps for executing certain actions after looking up a Vendor. We recently updated the prefix searcher's Vendor search (V?) results page, to display an  button beside each returned result with several commonly used actions. Our next iteration is to add Vendor's available contact information to the results page.

Solution:

We have added three new fields to the "Vendor" search results page, which will display the Sales, Part, and Service department contact information (when applicable) associated with the "Vendor." We have also moved the ability to "Edit" to the button drop-down menu.

 

Machines

Comments Added to Machine "Sale Price"-(Ticket # FD-2221, 45362)

Opportunity:

Sales people have requested the ability to add a comment or note when setting the “Sale Price” on a Machine. Flyntlok allows users to set the sales price and sale start/end date on individual Machines, but currently does not offer a field to add a comment.

Solution:

We have added a new “Note” field to the "Sale Pricing" modal. Flyntlok will display comments added to the “Note” field in the “Sale Information” section of the Machine's "Finance Information." To set or edit a Machine’s “Sale Pricing,” navigate to the button and select “Sale Pricing” from the drop-down menu.

Mobile View

Email Work Order PDF From Mobile Work order Dashboard-(Ticket #FD-2368)

Opportunity:

Service Managers have requested the ability to send a Work Order PDF via email from the mobile Work Order dashboard.                 

Solution:

We have added an icon to the Mobile Work Order Dashboard, allowing users to email a PDF copy of the Work Order to any saved contacts of the WO customer. The Mobile Work Order email settings will retain the same functionality as the desktop version, providing the option to set  CC and Internal recipients, attach additional files, and send a custom message that will appear in the email's body. To preview the WO PDF, select the "Download" button located at the bottom of the email pop-up modal.

       

Machine Display ID on Reservation PDF-(Ticket #FD-2375, 45682)

Opportunity:           

The PDF document generated from a Machine Reservation currently reflects the Machine’s Internal ID number. Flyntlok users have requested we add the Machine's Display ID number in place of the Internal ID number.

Solution:

We have replaced the Machine ID with the Machine display ID number.

 

Machine Label QR Code redirects to the Mobile View-(Ticket #FD-2362, 45645)

Opportunity:

Flyntlok users have the option to attach QR codes to the "Machine Label" that will direct you to the Machine's Dashboard when scanned on a mobile device. Flyntlok users have requested that the QR codes scanned by a mobile device to redirect users to the mobile version of the Item Dashboard versus the desktop view.

Solution:

QR codes scanned via a mobile device will now redirect the user to the mobile version of the Item Dashboard.

Purchasing

Export PO for Grasshopper-(Ticket # FD-2230)

Opportunity:

Flyntlok users purchasing parts from Grasshopper require a specific CSV/TXT file extract in order to upload these parts to the manufacturer.

Solution:

We have added an "Export for Grasshopper" option to the button's  drop-down menu, allowing Users to extract a file that can then be uploaded to Grasshopper for parts ordering.                    

Add Vendor to Item Purchase Order/Receiving Voucher-(Ticket #FD-2358, 45642)

Opportunity:     

Purchasing Managers have requested we add the Item's Vendor as a column to the Item Purchase Order and Receiving Voucher.

Solution:

We have added a "Vendor" column to the Item PO and Receiving Voucher.


Issues Resolved This Sprint

Campaign Failed to Send SMS Message Indicator-(Ticket #FD-2207, 45345)

Complaint:

Salespeople had reported an issue where users were not being notified when SMS messages were not delivered to the recipient when sending a "Campaign" message from the CRM Hub.

Cause/Correction:

Fixed. Flyntlok will indicate there are unsent messages or invalid phone numbers associated with the sent message via a red "Error" text from the "Sent messages" section of the Campaign Tab. Selecting the Details button will display the invalid phone numbers/ unsent messages.

Unable to Access List View of Customer Owned Machines-(Ticket #FD-2305, 45557)

Complaint:

Flyntlok users had reported an issue where they were unable to access the list view of “Customer Owned Machines” when selecting the “View All” button when on the dashboard of a customer that had an apostrophe (‘s) in the customer name.

Cause/Correction:

Fixed. (Yeah, this seems like pretty random thing to happen, but there are technical and computer nerdy reasons this was happening. But we fixed it.)

Over-Allowance Added to Sales Order Margin Calculation -(Ticket # FD-2219)

Complaint:

Sales Managers have reported an issue where the "Over Allowance" value (the margin between the trade-in value and the actual cost of the machine) taken on a "Trade-In" payment type was correctly accounted for on the "Journal Entries" submitted to QuickBooks Online, but was not being included when calculating the Sale Orders margins within Flyntlok.

Cause/Correction:

Fixed. Over Allowance will now be treated as a cost to the business and is included when calculating internal pricing information on the invoice page (via the icon.)

Filtering for Machines by ID Number Error -(Ticket #FD-2306, 45555)

Complaint:

Flyntlok users were experiencing an issue when attempting to filter for a particular Machine via the ID number in the “Customer Owned Machines” section of the Customer Dashboard. No results were returned.

Cause/Correction:

Fixed. The ID column of the "Customer Owned Machines" section of the Customer Dashboard will filter for the display ID Number  of the Machine.

 


Last Release Notes

October 25th, 2023 Release Notes

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Rental

Location Configuration-(Ticket #FD-1992)

Opportunity:                     

Rental Managers servicing multiple branch locations have requested the ability to configure and edit the "Billable Duration" of a Rental Contract based on the company's branch location. They asked that when a specific branch location is selected from the "Location" field of the Rental Contract, Flyntlok would automatically apply the "Billable Duration" based off the location's configuration.

Solution:

We have added a new setting to the "Rental Settings" section of the "Flyntlok Settings" page, allowing Users to set different customized billable durations for different branch locations.

 

From the "Durations" tab of the "Rental Settings" page Flyntlok will display, and allow users to edit, the current Duration settings of your primary location. To edit the Duration settings of an alternate location, click the "Change" button and select a specific branch from a list of all locations.

 

Users will also have the option to create a "Default" configuration that can then be applied to alternate branch locations by selecting the "Apply Default Settings" button. If no location configuration exists, Flyntlok will use the existing values set on the "Default" configuration from the "Rental Settings" page; if no values exist from "Rental Settings", the billable duration will fall back to the predefined “Flyntlok Default" duration of (28) calendar days per month and (7) calendar days  per week.

 

       

Internal Comments Field -(Ticket #FD-1980)

Opportunity:                     

Rental Managers have requested the ability for Users to create quick notes about a Contract that can only be viewed internally. Currently, any comments added to the “Notes” field of the Rental Contact can be seen by the Customer in printed reports.

Solution:

We have added an "Internal Comments" field to the Rental Contract's left bar, located under the existing “Note” section, which will allow Users to log internal notes relating to the contract. Flyntlok will display the most recent comment and provide a button that will open the "Activity Tab" and allow users to view all internal comments.

                   

 

Custom Value Rental Consumable-(Ticket #FD-2126, 45178)

Opportunity:

Flyntlok allows Users to add “Consumable Items” to the Rental Invoice for items such as fuel, oil, batteries, and fluid and to apply a cost based on the quantity used. Rental Managers have requested the ability to set the quantity of the Consumable upon the Check-In of the associated Machine rather than having to manually calc the Consumable Charge based on the quantity consumed at Check out/in.

Solution:

We have added a new Consumable “Measurement Style” for (Quantity-Based) billing, which will allow Users to charge based on the amount consumed, which is entered at “Check-In”.

Consumables can be added to a Rental Contract by first adding a "Default Consumable" to a Machine from the "Model Dashboard" (Machine Dashboard->Actions->View Model Info->Default Rental Consumables) or by manually adding to the Contract via the button drop-down menu "Edit Consumables" option. From here, you can also remove any current consumables associated by clicking the button.

 

                                                       

 

 

   

Point of Sale

Add Custom Attachments to Flyntlok Emails-(Ticket #FD-1673)

Opportunity:                     

Sales People have requested the ability to attach additional files to the Flyntlok Email report when sending a PDF document. This will optimize the process, as Users currently must download the invoice and manually email it separately if additional files are required.

Solution:

We have added an " Attachment" field to the Email Preview screen, allowing users to select files from their device to be included along with the Sales Order PDF attached to the sent email.

Collect Signatures via Clover Device-(Ticket #FD- 2111, 45065)

Opportunity:

Sales Managers, using the new Gravity Payments Emergepay system, have requested we require a signature for all credit card payments.

Solution:

We have added a "Collect Signature" check box to the "Credit/Debit" payment type on the Gravity Payments Emergepay system, which will allow Users the option to require a customer signature for credit/debit card payments.

         

 

Print Name Field on Sales Packing Slip-(Ticket #FD-2200, 45317)

Opportunity:

Sales People have requested we add a field to the Sales Order "Packing Slip" PDF for the Customers printed Name.

Solution:

We have added a "Print" field next to the customer signature on the Sales Order Packing slip PDF.

Process Button - (Ticket #FD-1234)

Opportunity:

Sales People and Technicians have given feedback stating that the terminology of the Order button on sales orders is confusing.

Solution:

We have changed the terminology to Process. This button still functions the same.

Display Discount Reasons-(Ticket #FD-2176, 45236)

Opportunity:

Sales People have requested we display the "Discount Reason" on the Sales Order page when an item has been sold at a discount. Currently, Users cannot reference the Discount Reason given to the Customer on the Sales Order page and must go to the "Discounts Given" report to view all the Discount Reasons given for each sold Item.

Solution:

We have added the "Discount Reason" to the item line for discounted Items on the Sale Order page. Flyntlok will now display the "Discount Reason" when hovering over the symbol. Flyntlok will also show the "Discount Reason" when adding or adjusting the line price.

Remove "Backordered" Zero Quantities from PDF -(Ticket #FD-2066, 44992)

Opportunity:

Sales People have requested that the Items lines with no backordered quantity (in-stock items) be displayed with a blank space versus a (0) quantity on the Sales Order PDF, making it easier to identify which parts are on backorder.

Solution:

We have removed (0) quantity Items from the "Backordered column of the Sales Order PDF.

Machine Location Warning-(Ticket #FD-2180, 45276)

Opportunity:

Sales People have requested a warning message be added to the Point of Sales to alert Users when a Machine's location does not match the location of the Sale Order.

Solution:

We have added a "Not at This Location!" warning message to the icon's "Sell Machine" searcher; that will display when a Machine's "Responsible Location" does not match the location of the Sales Order.

Inventory

Region Specific Distributor Interface-(Ticket #FD-2046)

Opportunity:

Purchasing Managers located in Kansas, Missouri, Nebraska, and South Illinois have requested a parts ordering interface with the local Stihl distributor Crader.

Solution:

We have added a "Submit To " option to the Item Purchase Order's button drop-down menu, which will allow Users to search for "open" Machine Purchase Orders associated with the same distributor and submit the Order(s).

Service

Service Tech on Work Order PDF-(Ticket #FD-2019, 44935)

Opportunity:

Service Managers have requested the associated technician of a Work Order be added to the Work Order PDF.

Solution:

We have added the first associated technician's name to the Work Order PDF.

     

Add Work Order "Priority" Status to PDF-(Ticket #FD-2009, 44935)

Opportunity:

Service Managers have requested we add the "Priority" status of a Work Order when set to the PDF.

Solution:

We have added the Work Order's associated "Priority" status to the "Internal" copy of the printed Work Order PDF. Users can print an "Internal" copy of the Work Order by navigating to the button and selecting the "Print Internal" option from the dropdown menu.

     


Issues Resolved This Sprint

CRM Notification Link-(Ticket #FD-2094)

Complaint:

Users had noticed that the in-app notifications they received from Flyntlok which were associated to a CRM Lead were directing them to the old CRM HUB.

Cause/Correction:

Fixed. Links attached to notifications associated to CRM Leads will now redirect Users to the "Lead Dashboard" page.

Require Valid License Warning-(Ticket #FD- 2106, 45059)

Complaint:

Rental Managers, using the "Require Valid License on Check-Out" setting, were experiencing an issue where users were not receiving a warning message when a customer did not have a valid license associated with their record. They were still able to check out a Machine on a Rental Contract when they should have been restricted.

Cause/Correction:

Fixed. If the Flyntlok Setting "Require Valid License for Machine Check-Out" is activated, Users will receive a warning message on Contract creation and Machine Check-Out if the customer is missing the required license information or if the associated license is expired.

Work order Estimate List View missing the "Sent To" and "Reviewed By" Icons -(Ticket #FD-2162, 45182)

Complaint:

When generating a Work Order Estimate, Flyntlok allows Users the option to send Customers a PDF copy via email or SMS messaging and request they review and approve/reject the Estimate. Flyntlok will then mark the Estimate with a  icon (hovering over this icon will display a "Sent to Customer" message.) Once a customer has taken action on an estimate, the icon will change to  (hovering over this icon will display a "Customer Review Complete" message). Service managers had noticed that while the "Sent To" and "Review Complete" icons were still populating the individual Estimates, Flyntlok was no longer displaying the icons in the "Work Order Estimate List," which shows all estimates generated for the particular Work Order.

Cause/Correction:

Fixed. Work Order Estimates will display the "Sent to" and "Reviewed by" icons on the individual estimates as well as the Estimate list view.


Last Release Notes

October 11th, 2023 Release Notes

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Service

Warranty Tracking by Job-(Ticket # FD- 1323)

Opportunity:

Flyntlok users would like a way to better manage Work Orders that contain Warranty Jobs. It would save time if users could invoice both Warranty related and Non-Warranty Jobs on the same WO because currently, Flyntlok requires two separate Work Orders.

Solution:

We have added a new setting that your Administrator can set which will then create multiple invoices for each Work Order that contains Warranty and non-Warranty related Jobs. We have also added a new field on the Job level called Warranty Customer which will default to the Vendor of the Machine associated with that job.  If a WO has multiple Warranty jobs associated with different Vendors, Flyntlok will generate a separate invoice for each of the different Vendors. The invoice for the final Customer will show zero cost for any Warranty related jobs.

To relate a Vendor to a Warranty Customer, we have added a new field to the Customer edit page where you can specify the Vendors related to a Warranty Customer. (A Warranty Customer is a customer record in Flyntlok to which you would invoice work completed on a Warranty for a Vendor.) You can only set Warranty Vendors if the Customer type is set to Warranty.

Mobile View Changes

Switch Users (Ticket # FD-1167, 42563)

Opportunity:

Service managers have requested the ability for techs to be able to switch users from within the Mobile View on a single shared device. Currently, Flyntlok allows only administrators the ability to switch between alternate users' Flyntlok profiles within the company and only when in the Desktop View.

Solution:

We have added the Switch User feature to the Mobile view. You will now see the Switch User icon in the top right corner of the Mobile View's home page, and we will display the name of the now-current user below the navbar, making it clear who is logged in. This is a client-based setting. Please reach out to the Flyntlok support team if you would like this set up!

Work Order Creation from Mobile View-(Ticket # FD-1167, 42563)

Opportunity:

Service managers have also requested the ability for technicians to create new Work Orders directly from the Mobile View on a single shared device. Currently, the new Work Order button of the Mobile View takes you to the Desktop Work Order creation page.

Solution:

We have created a mobile version of the Work Order creation page.

Purchasing

Merge Special Order with Stock Order on Draft Stock Order Page-(Ticket # 43069, FD-1322)

Opportunity:

Flyntlok Purchasing Managers would like the ability to combine Special Orders along with regular Stock Orders when using the Flyntlok Draft Stock Order page. This will save time by allowing users to combine these orders with fewer steps than before. There is currently no way to combine quantities from the Draft Stock Order.

Solution:

We have added a column that will display the Special Order amount that is contained on a Special Order PO located next to the recommended quantity, in addition to the existing Order Qty field. If the user clicks on the drop-down arrow on the part, under the “Open Special Orders” there is a “Merge” button that allows for the combining of the Special Order with this Stock Order. Flyntlok then “reserves” the Special Order quantity.

 

Purchasing Hub-(Ticket # FD-1321)

Opportunity:

Flyntlok users have requested a centralized Purchasing Report that shows the value of demanded items with the ability to generate a purchase order based on the demand.

Solution:

We have added a new "Purchasing Hub" report that will summarize the value of demanded Special Order and Stock Order items by Vendor or Distributor. From the report, you will be able to generate a Draft Purchase Order to purchase the Special Order items, Stock Order items, and any other items under that Vendor or Distributor.

Flyntlok Administrators will have the option to add this new report to the Left-Hand Navigation Menu by navigating to the "Admin Editor Wrench" icon in the upper right corner of the home screen, then select the "Navigation" option from the drop-down. The Purchasing Hub report can be added to either the Parts or Purchasing tabs of the Navigation Menu.

CRM

Allow Text/Email - (Ticket#FD-1319, 43104)

Opportunity:

Flyntlok users would like to specify whether a contact can be included in email or SMS text messages directly from the Contact's Dashboard. Currently, if the contact is not set up to allow SMS/email correspondence, users will have to navigate to the Customer Dashboard to edit this setting.

Solution:

We have added the "allow email/text" flag to the Customer Contact Dashboard.

                             

Point of Sale

Add Link Directly to Machine Edit Page-(Ticket # FD-810)

Opportunity:

Salespeople have requested the ability to edit a Machine directly from a Sales Order. Currently, when a Machine is added to a new Sales Order, Flyntlok supplies a link to the Machine's Dashboard. However, there is no option to click on a link that brings users straight to the Edit Machine Information page.

Solution:

We have added a new icon to the Machine item line in the Point of Sale, which will redirect users to the machine edit page when selected. This will save users extra clicks!

Apply Payment and Process-(Ticket # FD-1203)

Opportunity:

In the original Payments screen, Flyntlok offered an "Apply and Process" option that would auto-order the associated Sales Order, removing the additional step of manually clicking the Order button after processing payment. The new and updated payment screen lacked this "Apply and Process" option. ( This new payments screen is only currently only available to users of the new Clover Payment devices. If you wish to upgrade your payment devices, please reach out to your friendly Flyntlok consultant or a Gravity Payments representative.)

Solution:

We have added the "Apply and Process" option to the new Payments screen. 

Date Field on the Payment Line of PDF-(Ticket # FD-1333, 43130)

Opportunity:

Salespeople have requested that the payment date displayed on the item line in the Sales Order be added to PDFs generated from the Point Of Sale.

Solution:

We have added the payment date to the details of the payment lines on the PDF copy.

Note- This will not backfill on existing payment lines.

Machines

Machine Class Displayed on Dashboard-(Ticket # FD-1339, 43124)

Opportunity:

Flyntlok users have requested Machines that have been set with a Primary or Secondary class have this information displayed within the Machine's Dashboard. This information is also displayed within the information display of a Machine when adding to a Work Order.

Solution:

We have added a new "Class"  section to the Machine's Dashboard and to the information display of a machine on the Work Order creation page.

 

Inventory

Item Searcher Stale Parts Indicator-(Ticket # FD-920, 41976)

Opportunity:

Salespeople have requested an indicator of Stale Parts be added to the item searcher of the Point of Sale.

Solution:

We have added a Stale parts indicator to the item searcher results. If there is QOH of an item at a different location, Flyntlok will show an asterisk in the QOH box of the searcher to indicate that the item is on hand at another location. If there is QOH in another location and the part is stale, it will indicate as such by red text and the asterisk. Hovering over the QOH box will show the status and the QOH in alternate company locations

 

Issues Resolved This Sprint

Item Dashboard Showing Incorrect On-Order Quantity(Ticket #FD-1287, 42985)

Complaint:

The Item Dashboard was displaying incorrect On-Order Quantities when there were still Receiving Quantities on open Voucher/Purchase Orders. The On-Order Quantity shouldn't include Received Quantities, even if the Voucher/PO was not closed.

Cause/Correction:

On-Order Quantities now reflect Received Quantities regardless of the status of the PO.

Invoice Reversal While Still Processing-(Ticket #FD- 1312, 43059)

Complaint:

Users could reverse a Sales Order while it was still posting to QBO.

Cause/Correction:

Fixed. Our development team was able to update the QBO settings to block a reversal if the transaction is still processing.

TAXABLE SUBTOTAL ON INVOICE BUG-(Ticket #FD-1336 ,43134)

Complaint: 

Flyntlok users have been experiencing an issue where the printed invoice of a split Sales Order did match the invoice on the Flyntlok screen.

Cause/Correction:

Fixed. This issue was caused when one of the split invoices was deleted. In that instance, the master invoice was not removing the details from the deleted invoice. The printed master invoice will no longer include the deleted split invoice details.

Duplicate Serial Number Warning With Quick-Create of Machines-(Ticket # FD-800)

Complaint:

Flyntlok should display a warning message to users when attempting to create a new Machine if the Serial Number is associated with another Machine in your inventory. Currently, this message is only displayed when creating new Machines via the Left-Hand Navigation's “New Tab.” Flyntlok users have requested this message also be displayed when using the Machine Quick-Create functions from the Point of Sale and the Work Order creation page.

Cause/Correction:

We have added a Duplicate Serial Number warning to the machine quick create features.

Save Model with no Vendor Associated-(Ticket #FD-1353, 14215)

Complaint:

Flyntlok users were able save the Model without a Make.

Cause/Correction:

The Make field is now required when creating/saving a Model.

Last Release Notes

July 19th, 2023 Release Notes

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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

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Learn More at Flyntlok Dealer Management System

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