CRM Hub

Updated Leads System

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

 

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

Sales

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

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

Resolution:

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

Track Shipment      Tracking Number

Force Pick-  (Ticket#FD 537, 40715)

Opportunity:

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

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

Solution:

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

Force Order- (Ticket#FD 874, 41813)

Opportunity:

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

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

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

Purchasing

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

Opportunity:

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

Solution:

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

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

Opportunity:

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

Solution:

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

Customers

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

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

Solution:

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

Issues Resolved this Sprint

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

User Issue-

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

Resolution-

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

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

User Issue-

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

Resolution-

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

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

User Issue-

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

Resolution-

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

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

User Issue-

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

Resolution-

Fixed.

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

User Issue-

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

Resolution-

Fixed.

                     

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

User Issue-

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

Resolution-

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

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

User Issue-

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

Resolution-

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

Rental Invoice-(Ticket# FD 926, 41992)

User Issue-

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

Resolution-

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

Last Release Notes

May 31st, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Point of Sale

Paying for Multiple Outstanding Sales Orders

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

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

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

Enhancement

Default Salesperson

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

Parts

New Feature

Kit Parts

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

 

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

Machine Purchase Orders

New Feature

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

Associated Invoice

Machine PO Export

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

Rental

Enhancement

Expand All

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

Service

Enhancement

SMS Templates

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

 

Model Description

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

Accounting

Enhancement

Journal Entry Account Mismatch Notification

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

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

Last Release Notes

April 19th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

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Purchase Orders

New Feature

Open Invoices Warning

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

Service Scheduler

New Feature

Event Change Notification

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

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

Rental

Enhancement

Rental Timeline View

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

Model Dashboards

Enhancements

Machine Serial Number

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

Additional Financial Information

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

Point of Sale

Enhancement

Quote Descriptions

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

 

Machine Purchasing

New Feature

Engine Serial Number on Receiving Voucher

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

Customer Dashboard

Enhancement

Recent Sales Orders

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

Users Permissions

New Feature

Inventory Permissions

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

Vendors

Enhancement

Duplicate Vendor Message

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

 

Last Release Notes

April 5th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Purchase Orders

New Feature

Vouchers Paid via CC

We have added a new setting to the purchase order receiving voucher, allowing users to mark an item voucher as paid via credit card. You will now see an"Already Paid" Checkbox in the in Voucher Details section of the receiving voucher. When the box is checked, you can use the dropdown populated with a list of accounts to select the checking or credit card account this was paid with.

When this box is checked and an account is selected, Flyntlok will create a JE, instead of a Bill, to record the transaction.

Machines

New Feature

Public Machine Image Icon

We have added a new icon to the machine's dashboard. Displayed in the corner of images which are publicly available.

Service

New Feature

Work Order Pick Ticket

We have added an option to print a thermal ticket from the work order system. This option is under the main actions dropdown

Mobile View

Enhancement

Activity Log

When changing the status of a Work order Flyntlok requires you to log a reason for the change, this log is now visible from the mobile view. Similar to the desktop view these logs will be available under the activity section.

Machine Pricing Information

We have added the list price, cost, and minimum list to the machine's mobile view.

Vendors

New Feature

Minimum Order Amount

We have added a minimum order field to a vendor. This will allow you to set a minimum dollar amount for creating stock orders.

 

 

 

 

 

 

 

 

 

When set, the minimum dollar amount will be shown on the vendor dashboard. You will also see a warning message displayed on the vendor's stock ordering page, alerting you if you are below the minimum amount.

 

 

 

 

 

 

 

 

 

To set the minimum amount, you will navigate to the vendor's dashboard and select the Actions button. Actions->Edit

 

 

Tax

Enhancement

Storing Tax Rules from the POS

We now allow you to update a customer tax rules from the POS, as well as store them as the default set for all locations.   Previously, this action could only be taken if a customer did not have rules applied to them.

 

Rental

New Feature

Damage Waiver Charges

You can now select between 4 different ways to apply damage waiver charges to rental contracts by default. These values can always be overridden on a per contract basis.

  1. Never charge a damage waiver by default

  2. Always charge a damage waiver by default

  3. Charge a damage waiver if they are a cash customer

  4. Charge a damage waiver if they do not have valid insurance on file

 

 

 

 

 

 

Last Release Notes

March 8th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

Service

Enhancements

Service Scheduler Notifications

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.

Unlink SO from WO

You can now unlink a sales order from a work order if the sales order is in draft status.

                                             

Machine Model

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.

 

Transferring Multiple Jobs

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 Parts on Work Order PDF

Serialized part numbers will now display the serial number when the work order PDF is printed.

Mobile View Filter by Status

We added status filtering on the mobile view of the work order list.

Estimates List

We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.

Machine Service History via Mobile

Service history is now visible from the mobile view of a machine.

Point of Sale

New Feature

Pre-Tax Subtotal

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.

Trade In - Create Vendors and Models

You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.

                                                     

Purchase Orders

New Feature

PDF Updates

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.

Reversing PO Ordered Status

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.

Minimum Quantity Override Auto Update

Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.

Rental

New Feature

Equipment Condition Report (ECR) Requirement by Machine

You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.

 

Enhancements

Requiring Machine Hours

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.

Accounting

New Feature

Post Vendor Credits

On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.

Customers

New Feature

New Customer Source

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.

Enhancement

Customer Dashboard SMS

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

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

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CRM

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.

New Feature

Mobile Conversations View

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.

 

 

Create Rental Contract from Lead

You can now create a linked rental contract from the actions dropdown on a lead.

 

Email Prompt

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.

 

Point of Sale

New Feature

Backorder Column

We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.

Transfer Icon

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.

Purchasing

New Feature

Substitutions on Item Purchase Orders

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.

Editing Ordered Machine Purchase Orders

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.

Work Orders

New Feature

Transfer Labor

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.

Managing Customer Contacts

You can now add/edit customer contacts while creating a work order.

Logout Will Clock Out

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.

Quotes on Internal Parts Order

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.

Customers

New Feature

Customer Create Reason

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.

 

Default Work Category

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

 

Rental

Enhancement

Win/Loss Report

We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.

Machines

New Feature

Individual Posting of Asset / CoGS

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.

 

Enhancement

Model Delete Warning

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.

Last Release Notes

February 1st, 2023 Release Notes

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Learn More at Flyntlok Dealer Management System

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Invoices

New Feature

Customer Supplied Item Number

If a customer has supplied an Item Number, this information will now be displayed on the sales order pdf line.

 

QuickBooks Payment Memo

From the Point of Sale, in the Details Tab, if the transaction has a Customer PO or an internal message, this information will now be viewable from the memo line of the QuickBooks Payment that is generated.

Purchasing

Enhancement

Invoice Date

Users will now be able to input the invoice date when attaching a vendor invoice to a receiving voucher.

Work Orders

Enhancement

Tech Clock-in Visibility

We have added more visibility to the Work Order you are clocked into. Along with the clock icon in the blue header bar, users will see the work order number.

Mobile Check In

When a user clocks into a job we will now prompt them to input all the original check in information. This combines the check in and clock in buttons, reducing the number of steps for the mobile techs to start their work. If the Work Order is in "New" status the first user to clock into a job will move the work order to "In Process".

 

Sparks Service Request

If a customer requests service for their machine via Sparks, Flyntlok will generate a Work Order in estimate status for the customer. Also, you can now subscribe to receive sparks service request notifications.

Rejected Quotes

We have addressed an issue where quoted parts on work orders were being included in the shop fee calculation. This would have affected work orders that had shop fees calculated from labor and parts totals.

Sales Orders

Enhancement

Trade In Quick Create

When accepting a Trade-In as a payment type, users will now have the option to create a new vendor from the Trade-In screen.

Customers

New Feature

Defaulting Customer Discounts

We now support a default discount structure that will be set on all existing and future customers added to Flyntlok. Please reach out to Flyntlok if you would like to set this up.

 

Rental

New Feature

Report Loss Rental

From the Actions drop down of the Rental Dashboard you will now be able to report a lost deal. This will allow users to document when a rental contract falls through and record the lost revenue.

Enhancement

All Contracts View

We have added a (View All) option on the machine and customer dashboard for the rental section. This link will bring users to a report that shows all historical customer and machine rental contracts.

Items

New Feature

Exclude Zero QOH

We have added an Exclude Zero Quantity option to the inventory sprint editor. This will exclude any items with a zero QOH from being added to a sprint plan.

Item Dimensions

When editing an item, you can now set fields for length, width, and height to capture the dimensions of items. This should support e-commerce platform integrations and help with shipping.

New Part Number for Superseded Items

Users will now have the ability to create a new part when setting a supersession.

Machines

Enhancement

Missing info Prompt

When quoting a new model from the point of sale, we will now prompt the user to input all required information in place of an error message.

Preferences

Enhancement

Notifications

With our recent notification update, we have consolidated notifications that show up on the bottom right of Flyntlok and the dashboard to show under the bell icon. You can update your preferences for each of these notifications here. Username->Preferences->Notifications

Last Release Notes

January 18th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

 

This will be the last Release Notes until January 18th, 2023.

Flyntlok will be closed on December 23rd, 26th, and January 2nd

 

Purchasing

New Feature

Import Parts List

We have added a new feature to the vendor dashboard, which will allow users to create new purchase and return orders by importing a parts list. To import a part list go to the vendor's dashboard and select  Actions->Import PO/RO From Spreadsheet.

Stale Warning

We have added a warning to the Vendor Stock orders page, for users to see stale parts at other company locations. On the New Purchase Order page, for creating stock vendor orders, users can open an item row to show detailed information about the item, including location-based stocking information. When an item is stale at a particular location, this table will now show a red “Stale” label on the “To Target” column.

               

 

We have also added a stale column so you can sort and filter for stale parts at other locations.

Report Exceptions from Voucher

You will now be able to report item exceptions from the receiving voucher. To report an exception you will click the bug icon to the right of the item number.

 CRM

Enhancements

Color codes

We have added icon to indicate if the last SMS message is incoming or outgoing.

Associate Machine

You will now be able to associate a machine to  a CRM LEAD.

Machines

New Feature

Deleted Machine Notification

We have added a new notification to be sent out to users when a machine has been deleted from Flyntlok. If you would like to receive these notifications, you will need to set your notification preferences and choose how you would like to be notified. Notification options include internal, SMS, email, and rapid. To edit these settings click on your user name on the top right of your home page. Username->Preferences-> Notifications->Machines.

                   

Work Orders

New Feature

Machine Description

We have added a field for the Machine description on both the desktop and mobile view of the work orders dashboard. This will be helpful for technicians and new employees that are not familiar with model numbers, to easily identify the machine they are looking for.

Mobile View Tag Number

We have added the tag number to the mobile view of the work order.

Reload Warning

We have implemented a new feature on the work order dashboard. When typing out a cause or correction on the jobs tab of a work order if you moved to a different page before you saved you would lose the text you were currently typing. Now when a text box has not been saved and you try to leave the page, Flyntlok will display a warning message, alerting you that if you leave the page your work will not be saved.

Enhancement

Customer Owned Machines

We have updated the machine field on the Create Work Order form, to auto populate all customer owned machines into the dropdown menu of the machine searcher. You will still be able to search for non customer owned machines.

 

Point of Sale

New Feature

Margin Value

We have added the dollar value margin to the header on the sales order invoice. Previously you would only see the margin percentage.

Enhancement

Subtotal on PDF

You will now see a new subtotal line to the sales order PDF.

Rentals

New Feature

Pick Up/Delivery Address

When billing for pick up or delivery we will now include the address as a line item on the invoice.

 

Customer Information on Rate Sheet

When a customer is selected we will display their information on the rental rate sheet.

Enhancement

Primary/Secondary Classing

You can now distinguish which classes are primary or secondary. This will help searching for a machine by class.

Machine Purchase Order

New Feature

Add Model

You will now be able to create and add a new model from the machine purchase order.

 

Items

New Feature

Vendor Merge Block

We will block a vendor merge if an item number is shared by the vendor you are merging. You will get a pop up of the list of duplicate items. You will then have to merge the items before you can merge the vendors.

Duplicate Item Link

Now when trying to create a new item if that item already exists in Flyntlok, you will be given a link to the duplicate items dashboard on the error message.

Last Release Notes

November 30th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

SMS Templates

New Feature

You can now use your CRM SMS templates on the Work Order and Point of Sale. To set these up you will still need to set up templates from the CRM Hub.

Machines

Enhancement

Machine Label

We have added the description of the machine on the printed label. This will make it easier for users to quickly identify and match machines to label. To print a Machine Label go to the Machine Dashboard->Actions->Print Label

 

Machine Vouchers

Enhancement

Long Description on Purchase Order Searcher

You can now search for and view a machines long description while adding machines to a receiving voucher. This will make it much easier to determine which machines need to be added to the voucher based on individual specifications.

Margin % On Voucher

We have added a column to the machine receiving voucher, to view the margin percentage.  You can add this column by clicking the gear icon on the top right of the voucher lines.

 

Point of Sale

New Feature

Sales Receipt Contact Email

We have introduced a new  company setting to override sales contact email on the PDF. If set, regardless of sales person we will always use the override. Otherwise, we will present the sales persons email. To set this new feature head to-> Wrench->Flyntlok->Flyntlok Details.

Enhancement

Cost of Model Options

From the Point of Sale you will now be able to view model option costs when quoting a model.

Penny Rounding on Invoice

We have made a fix to a rounding issue that periodically caused errors when using remaining amounts of customer deposits.

Margin

On the invoice page, users can click the “Spy Guy” to get costing/margin information. We have updated this to include the depreciation. The machines depreciation will now be subtracted from the initial cost of the lines in order to calculate a proper margin value.

 Rentals

Enhancement

Edit Delivery Address

We have added the ability for users to edit the addresses currently on the rental contract. Previously you could not remove an address, only enter a new one.

Work Orders

New Feature

Add to Cause

On the work order dashboard, under the “Job Notes” section, you will see a new “Add to Cause” button. When clicked, the notes on the job are pasted onto the “Cause” section. Previously you could only add to the "Corrections”  field.

Auto Work Order Complete

You can now select a status for a Work Order to move into when every job is marked complete. To select a status head to->Wrench->Flyntlok->Flyntlok Details.

Clock In/ Clock out

We were seeing a few issues with users sometimes failing to type the date in completely, which can cause data issues downstream. We have added a few updates to the Work Order Clock In/Out function to address these issues.

  1. Prevent the “work period end” from being less than “work period start”
  2. If you type in “22”, or any other 2-digit year, in the year field and attempt to submit, we will retranslate it to “2022”.

 

Check In Check Out mobile Icon

On the desktop application, when a user is clocked into a work order, a “Clock” icon is present on the top left of every page to quickly navigate to the work order the user is clocked into. We have added  a similar feature on the mobile view.

Enhancement

Open Work Orders

On the “New Work Order” page, when a user selects a machine, Flyntlok will now trigger a system search and notify you if the machine is currently linked to another open Work Order.

Machine Associated to Job

We have added two new spots to assign a machine to a job.

  1. Click the “Add Job” button at the bottom of the jobs list. This opens a prompt to prepare for the job being created.
  2. After a job is created, select a job on the job list. This presents the full information about the job on the work order dashboard screen. There is an option to change the “machine” on this view.

Edit Machine Serial Number

On work order dashboard->Info tab->Machine Section, you can now edit the machine serial number.

Fee Description

Fee descriptions are now editable on a per workorder basis!

                                                                 

Customer Unit Number

We have added the customer unit number to the My Work section of the mobile view to make it easier to identify and differentiate multiple jobs assigned to an individual technician.

Inventory

New Feature

Item Dashboard Hotkey

(CTRL+ Left Mouse Click or scroller wheel click) will now open item dashboard links in a new tab in the background. Just left clicking will still take you directly to the items dashboard. This is default browser behavior.

             +                 

Invoicing

Enhancement

Document footers

We have added a new company setting that will allow you to remove the user who created the document and the time it was created from the bottom of the Sales Orders PDFs. To access this new feature click the wrench at the top right of your homepage. Wrench->Flyntlok->Flyntlok Details.

Last Release Notes

November 9th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Rental

New Feature

Machine Reservation Availability Timeline

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.

Item Purchasing

New Feature

Add Item to existing Purchase Order

You can now add items to a PO that is in NEW status.

 

 

Change Location

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.

 

Machines

Enhancement

Balance Sheet

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.

 Engine Serial Number Search

You can now search for machines using the engine serial number.

Machine Voucher

Enhancement

Auto Allocate Fee/Credit

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.

Point Of Sale

Enhancements

Trade-In Payoff

We have updated the Trade-In Payoffs feature with new fields for a user to enter a payoff amount. We have 4 new fields:

  1. Trade-In Value (total value of machine)
  2. Payoff Amount (the amount the business must pay off on behalf of the customers)
  3. Pay To (Free form field to describe who you are paying off)
  4. Over Allowance (used to adjust the cost basis of the machine)

Inventory

Enhancement

Metric Overrides

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.

 

Item Vouchers

New Feature

Date Closed

We have added added a new column to the voucher for Closed Date. Flyntlok currently tracks “invoiced date” and “received date” on vouchers.

 

Last Release Notes

October 26th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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