Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.
Opportunity:
Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.
Solution:
The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.
Opportunity:
Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability
Solution:
When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.
Opportunity:
Sales managers often like to see a history of all interactions with a specific contact:
Solution:
Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.
Opportunity:
When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.
Solution:
For associated machines: include serial, machine number, owner name, and the current status of machines.
Opportunity:
The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report
Solution:
Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.
Opportunity:
Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.
Solution:
Add a signature line to the packing slip PDF.
Opportunity:
The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.
Solution:
Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.
Opportunity:
At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.
Solution:
Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.
Opportunity:
When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.
Solution:
Add a "Valid Until" field to the internal details section of the detail tab.
Opportunity:
The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments
Solution:
Flyntlok now includes the payment date on all payment description lines.
Opportunity:
Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.
Solution:
Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.
Opportunity:
Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.
Solution:
On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items
Opportunity:
When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.
Solution:
Added a total cost field, that will display the cost of sub-items added to the kit.
Opportunity:
When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.
Solution:
We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.
Opportunity:
Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.
Solution:
We have renamed the column, and will now display it as "Customer PO Number"
Opportunity:
Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.
Solution:
We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.
Opportunity:
Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.
Solution:
We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.
User issue:
The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.
Resolution:
Added to top of the page for viewing.
User issue:
On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.
Resolution:
Fixed.
User issue:
The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.
Resolution:
Fixed.
User issue:
The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.
Resolution:
Fixed.
User issue:
When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.
Resolution:
Fixed.
User issue:
The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.
Resolution:
Fixed.
User issue:
On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.
Resolution:
Flyntlok users will be able to view the Lead Detail page for all CRM leads.
User issue:
When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.
Resolution:
When filtering for a specific location, only the machines in that location will be displayed.
User issue:
Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.
Resolution:
Fixed.
User issue:
When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.
Resolution:
Fixed
User Issue-
When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.
Resolution-
Fixed.
User issue:
Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.
Resolution:
Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.
User issue:
On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.
Resolution:
Fixed.
User issue:
On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.
Resolution:
Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.
User issue:
When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.
Resolution:
When an invoice detail represents a core, Flyntlok will not enforce traceability on it.
User Issue-
When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.
Resolution-
Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.
User issue:
Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".
Resolution:
User Issue-
Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.
Resolution-
Fixed.
User issue:
From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate
Resolution:
Fixed.
Saved Card - ( #FD-1162, Support ticket #Internal)
User Issue-
When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.
Resolution- Fixed
User issue:
Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.
Resolution:
Add a new error message that will display when labor types have not been correctly configured.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!
Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.
Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.
You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.
We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok. Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.
Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
We added a new 
icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.
We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.
We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.
You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking 
. You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click 
then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.
We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.
On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.
We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.
On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer. The issue here is Flyntlok currently does not offer a way to export the list.
We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.
New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.
If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.
When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.
After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.
When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.
After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.
When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.
Fixed.
On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.
Fixed.
When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.
Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.
When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.
Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".
When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"
We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are beginning to migrate customers over to our new Gravity Payments integration called Emergepay. This integration will provide seamless payment processing, modern card devices, the ability to collect signatures via card devices, and an overall better payment experience. Please reach out to the Flyntlok support team if you would like to start the migration process or if you need any additional information!
We recently added a new feature allowing you to sell a group of parts as a kit, with a customized list price. You will now be able to create and add Quick Kits to a Sales Order on a per-order basis. The quick kit will serve as a one-time-only deal and not be saved in Flyntlok.
We have added a new feature, allowing users to hide kit items on a Sales Order PDF. This will allow you to print out receipts and invoices where the kit’s subitems are not presented, only showing the parent item and the customized list price.
Administrators will be able to activate this feature by navigating to the Flyntlok Settings page. Wrench->Flyntlok->Flyntlok Settings->Reports
We have also added a feature to remove tax detail lines from the Sale Order PDF. If activated, Sale Order tax lines will be removed from the PDF document, only showing in the balance sheet. To activate this feature you will navigate to the Flyntlok Settings page.
You will now be able to edit the salesperson associated with a particular sale even if the transaction is in a delivered status. Previously you could only make edits to this field when in an active status.
We have added a new restriction to the Point of Sale when special ordering items. Flyntlok will now block the workflow of converting a Sale Order into a quote if the sale is associated with a Purchase Order.
We have added a new permission to the Access Controls page that will lock down the ability to activate/deactivate items. Wrench->Users->Acess Controls
If you are subscribed to receive notifications on transfer requests, you will now see the items description as well as a link to the items dashboard in the notification. This will help to quickly identify and pull the parts needed for the transfer.
From the receiving voucher when associating a machine to a quoted model on a Sales Order, the machine's serial number, and description will be added to the Sales Orders machine line.
Purchase OrdersWe have removed a restriction, that would block you from adding parts to a Purchase Order in a partially received status. Flyntlok will only restrict this action when all items have been received or the PO is closed. Previously, you would need to create a new PO for the vendor and merge the two Purchase Orders.
If you are currently using the moves system, you will now be able to access the My Trips report from the general section of the mobile view. This will allow drivers to quickly view upcoming moves from their mobile device.
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We have added notifications to more actions on the Service Scheduler. The assignee of the appointment will now receive a notification when a new appointment is created, an appointment is edited , or if the assignee has changed.
You can now unlink a sales order from a work order if the sales order is in draft status.
We have added a new field for Engine Model to the machine section found in the Info Tab of the Work Order.
We also added this information to the work order PDF.
You can now select multiple jobs to be transferred to different work order. Previously you could only transfer a single job at a time.
Serialized part numbers will now display the serial number when the work order PDF is printed.
We added status filtering on the mobile view of the work order list.
We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.
Service history is now visible from the mobile view of a machine.
On the sales order PDF, we updated the summary table to better represent what customers need from a receipt. We now show your lines subtotal, discounts, shipping and roll that all up into a taxable subtotal.
You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.
We have added a new "Created By" field to the Purchase Order PDF. This new field will be located, left of created date and display the creators name, email and phone number. This should help provide your vendors a good point of contact when the purchase order is emailed.
You will now be able to reverse a Purchase Order that is in Ordered status. This will set the Purchase Order back to New status and remove the date ordered.
Note: This does not affect any 3rd party systems for integrated ordering.
Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.
You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.
We added validation on the hours field when checking in a machine from a rental. We will require you to input the hours if the line is a machine, previously this was auto-filled with the check-out hours. We will also warn you when the check-in hours are less than the check-out hours.
On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.
Flyntlok has always asked for the source of the new customer when created from the New-> Customer form. You will now be able to document the source of the new customer from all customer creation locations.
We have updated the SMS section of the customer dashboard to show all SMS communications with the phone numbers registered under the customer profile. Previously, Flyntlok automated SMS messages would not populate into this field.
Last Release Notes
February 15th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
CRM is a major focus for dealers and that makes it a major focus for us! Look forward to more updates to this system in the coming weeks.
You can now access your SMS conversations from the mobile view of Flyntlok.
You can view a list of your conversations and search for any existing conversations or contacts.
Interacting with a conversation by sending a message will automatically subscribe you to the conversation. You can unsubscribe by clicking the star icon.
Responses will show up live so you can continue to interact with your customer. All of this interaction is logged under the customer profile in Flyntlok.
You can now create a linked rental contract from the actions dropdown on a lead.
We have updated the settings around the "Text Us" website widget. Now if a potential customer is trying to input a non-US phone number they will receive a prompt from Flyntlok to instead submit an email address.
We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.
For better visibility, we have updated the item transfer icon to be highlighted green if there are any linked transfers! This will help prevent accidentally executing duplicate transfers to fill a sale.
When a substitution is made on an item purchase order, you now have the option to retain the substituted part if you have not received any. If you have received quantities against the substituted part, we will only substitute the remaining quantity, and the PO will retain the original line for the amount already received.
Voiding a line, or deleting an entire purchase orders, will now go out and mark the associated machines as "Deleted". Previously, this had to be cleaned up manually.
You can now transfer a single labor punch to a new work order and job by clicking the transfer icon found on the labor tab.
You can now add/edit customer contacts while creating a work order.
Flyntlok will automatically clock you out of work orders when logging out. This applies only when you choose to log out. If you close your tab, exit your browser, etc. you will remain clocked in. This applies to both ERP and DMS Work Orders.
Flyntlok will show you a warning when you try to invoice a work order that has quoted parts. Quoted parts will not be added to the work order invoice.
We have added this field as an option in all places you can create a customer in Flyntlok. Previously, you could only record the reason for a new customer from New -> Customer.
You can now set a default work category by customer. This new field is found in the "Other" section while editing a customer. Customer Dashboard-> Actions-> Edit
We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.
You can now configure a vendor to record purchases or sales by machine. When the option is set to yes, you will get a single journal entry for each machine involved in the transaction when posting to QuickBooks Online.
Users will now see a warning message when they are about to delete a machine model, if that model is tied to active machines. The user will then be prompted to choose the new model those machines should be moved to.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.
Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.
Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential customers.
We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.
New-Navy
Open-Blue
Attempted Contact- Orange
Contacted- Orange
Quoted- White
Won- Green
Lost- Grey
Closed-Grey
We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.
We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.
If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number. This will let you easily create a lead and ultimately a customer!
Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags from the CRM Hub.
If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.
We have added a new setting to allow managers to configure a default invoice source by user. Previously, this was done at the company level.
To set or edit the default invoice source for a user, navigate to Wrench->Users->Users. Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.
To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.
We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.
We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.
We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.
Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.
Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.
You can now restrict who is allowed to open a posted item voucher. This will add an internal control that stops users from requesting a reversal of a bill.
You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.
We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.
We gave the Omnisearch results a freshlook. It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.
A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.
We have added machine hours and miles to the Sparks Request Service Form.
Last Release Notes
December 14th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a timeline view of your rental machine reservations. This will provide a visual aid in finding availability for a machine or class of machines.
You can now add items to a PO that is in NEW status.
You will now also be able to change the location of an existing Purchase Order. Head to Actions -> Edit on the purchase order. From there, you will see a location selector under the status of the purchase order.
We have added a liabilities section to the machine balance sheet on the machine dashboard. Flooring, interest, and curtailments entered into the Flyntlok journal entries system will display here.
You can now search for machines using the engine serial number.
When adding a new fee/credit line to a machine receiving voucher, Flyntlok will default the line’s allocation to the cost-relative strategy across all the voucher’s machines. You will not need to click the allocate button unless you wish to edit the allocations.
We have updated the Trade-In Payoffs feature with new fields for a user to enter a payoff amount. We have 4 new fields:
We have updated the “Location and Quantity on Hand” table in item dashboard. Now you will see a new “Metric” column to the right of “To Target”. You will still be able to hover over the value to see the type and expiration date.
We have added added a new column to the voucher for Closed Date. Flyntlok currently tracks “invoiced date” and “received date” on vouchers.
October 26th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
All users subscribed will now receive notification(s) when a parts request is made. To set your notification preferences, select your username in the top right corner ->Preferences->Notifications->Parts Requested. Previously this had to be configured by the Flyntlok support team.
We have implemented a filter on the inventory sprints list to hide canceled sprints.
You can now see the dates requested when text2pay has been sent to a customer in the audit log of the Sales Order. To access these logs select the blue Activity tab -> Audit Logs.
When you add fees/credits to a machine voucher, we will now automatically allocate them to all machines on the voucher. The default allocation strategy is cost relative.
You can now reopen a closed rental contract. From the rental dashboard, click Actions -> Reopen.
If a machine is deleted by mistake, you can now reinstate that piece of equipment. From the machine dashboard, head to Actions -> Reactivate.
You can now access Iron Site from the support ticket. To receive an iron site code, you will click the support ticket question mark and see the new icon at the bottom left of the support ticket.
We have added a hotkey that switches scanners from scan to search mode. This will be helpful to all users scanning items in at a parts or sales counter.
New hotkeys:
Flyntlok will now calculate average lead time by location and display on the items dashboard. This will give the individual purchasing parts an idea of how long it took for parts to arrive. Lead time is calculated by taking the average duration between date ordered and date fully received.
In the contact cell, in the customer information section, of the customer dashboard we have added a field to classify customer contacts. You can now indicate which contact is the primary for that customer, as well as any additional Tags that belong to that Contact.
Add or edit this field from the customer dashboard select the Actions Button -> Contacts.
You can now create a customer on a new reservation. That customer will be immediately selected on the create reservation form.
Customers can be automatically marked as a problem customer when they exceed their credit limit. To enable this feature, click the Wrench -> Flyntlok -> Flyntlok Details-> Sales Section.
There were a few dead ends that sales orders and purchase orders would end up in, if we attempted to post them and there were no lines that needed to be generated. Reversing these would fail and always require Flyntlok assistance. You will now be able to reverse these documents.
We have added a “Terms” selector to the existing “Create QuickBooks Online Customer” form.
When printing an invoice in Flyntlok that has been marked as paid in QBO, we will now show the Balance Due as $0.
October 12th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have selected multiple click reduction winners. We received a record number of entries, many of which will be implemented! Here are the click reduction winners. Each suggestion was submitted by multiple people. Everyone involved will receive a gift card.
We are introducing a new tax rule editor on the point of sale. This screen will make working with a large number of tax jurisdictions much easier.
The first step is to remove unwanted taxes from the sales order. Then, add the correct taxes by selecting the check mark and clicking Enable Rules
When a work order is created, Flyntlok can send a SMS welcome message to your customer. The SMS can include a custom greeting and the work order number. You can chose to send this SMS on a work order by work order basis.
Example:
Welcome to Flyntlok, Your work order number is 404230. You'll get updates as they happen. Feel Free to respond to this message at anytime with questions.
If you would like to configure a custom message, please submit a support ticket and we will work with you on the configuration.
When creating a work order, you can choose whether the customer receives SMS messages by default. When this box is checked, Flyntlok will send a message at work order creation, check-in, status change, and check-out.
New field options were added to the work order creation page. If you would like any of the new fields added to your page, please submit a support ticket!
Additional Fields:
After a customer is selected on a work order the machine searcher will only search machines owned by that customer. Searching by make is now supported as well.
Jobs can be marked as complete using Flyntlok Mobile!
Completed jobs will have a green check!
The work order category is displayed on the work order dashboard.
The job category and job type is displayed on the job screen.
If you are counting a bin and find an additional item, click add item!
Bin locations can be created from inventory sprints. If you find a loose part, create a new bin and set it on the shelf!
Service truck functionality will start being released. The first release allows inventory tracking and truck inventory use on work orders. In the future we will be adding additional service truck functionality. If you are interested in being part of the beta release, please submit a support ticket.
New service trucks can be added by clicking Actions -> Create New Truck.
Add the truck's information and click create.
Inventory can be transferred onto and off of a service truck using the Quick Transfer button. First, add a transfer quantity to the item that you need to transfer.
Then, click Quick Transfer and select to transfer in or out.
Review the transfer. Once you are ready to move the parts, click Transfer.
September 28th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
A Show Descriptions button has been added to the top left-hand corner of the new rental screen. After clicking the button, each machine will display its long description. If you are renting equipment with specific model options this will be a big help.
An Estimated Totals section has been added to the Lease Agreement PDF. The lower left-hand corner of the rental dashboard also has a totals section.
We have added an additional Pending Stock column to the Item Order screen that will show stock order items on the To Be Ordered Board.
When the Submit for Review button is clicked on a machine purchase order voucher, the user that is set as the reviewer on the Flyntlok Details page will be notified.
We have added the PDI Field to Machine Purchase Order Vouchers. This field will capitalize cost to the machine.
A link to the customer dashboard has been added to the top of the SMS section.
The machines estimated arrival date has been added to the Machine Dashboard.
A link to the vendor has been added to the Machine Dashboard.
The following fields have been added to machine records in Flyntlok:
The first time a customer is contacted they will receive the following message:
Welcome to (Your Company). Feel Free to respond to this message at any time with questions. To stop receiving automated messages, reply STOP.
When a customer has terms, a badge with those terms will be added to the lower right-hand corner of their sales orders.
You can view margin on the item level by clicking the Incognito Man.
For easy identification, a deleted icon has been added to the top of canceled work orders.
We have updated the machine searching dropdown to include more machine information.
August 17th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
