Record 360

Generate "Record 360" One-Time User-(Ticket #FD-2836)

Opportunity:

Flyntlok customers integrated with "Record360" have requested the ability to generate a “one-time user authorization code” within Flyntlok, which can then be sent to their customers and will grant the recipient temporary access to the Record 360 mobile application to complete necessary Machine inspections on the company's behalf.

Solution:

The Flyntlok development team has added a "Generate One Time User" option to the Rental Contract’s “Actions” button’s  drop-down menu, which will allow companies integrated with "Record360" to create and send a "One Time User" authorization code to their customers via email or SMS message.

 

The “Generate O.T.U.” form requires users to add their customer’s contact information and the branch location of the Rental Contract. Flyntlok will automatically display the associated Machine’s Serial Number in the field. When the CREATE button is selected, Flyntlok will immediately generate and send the O.T.U. authorization link to the specified customer. Note: Flyntlok will default to SMS messaging if a phone number is added.

 

Recipients will receive an SMS message/email containing a link to the Record360 mobile application. If they do not have the application previously downloaded to their device, they will be prompted to download it. From here, they will be able to complete the machine inspections.

Purchasing

Auto Allocation of Orders-(Ticket #FD-2845)

Opportunity: 

Purchasing Managers have requested the option to allocate an Item Purchase Order’s “received quantity” to outstanding Special Ordered or Back-Ordered Invoices. They would like the ability to auto-allocate the stock upon receipt to outstanding Invoices awaiting Special Ordered or Back-Ordered Items and for Flyntlok to allocate based on the date ordered (fulfilling oldest Invoices first).

Solution:

We have added an "Allocate" option to the Item Receiving Voucher. When selected, Flyntlok will search for all Part Requests and allocate the Items received and their quantity to outstanding invoices. This will greatly improve receiving efficiency and allow inventory to be disbursed quickly to the appropriate Invoices with the click of a button.

Point of Sale

Agco Import from Epsilon-(Ticket #FD-2847)

Opportunity:

Salespeople of Agco parts have requested the ability to export Orders from Agco’s Epsilon platform’s “Shopping Cart” as a flat file that can then be imported into the Flyntlok Point of Sale system.

Solution:

We have updated the Sales Order importer to handle Agco files, and users can now import Agco CSV files into a Flyntlok Sales Order by hitting the import button at the top of the POS page.

Selecting the icon will allow you to upload saved files on your device. Once the CSV file is loaded, Flyntlok will run a search to match the uploaded items' ID numbers with your Flyntlok Inventory. Only items matching Item Numbers within Flyntlok will be added to the Sales Order. Flyntlok will then display a list of all the Items from the file, the Item’s order quantity, and an indicator of whether the item was matched with an Item in Flyntlok.

 

Rental

Rental Hours-(Ticket #FD-2844)

Opportunity:  

Rental Managers have requested that we allow their rental schedule to account for rentals based on an hourly schedule versus the current functionality based on a daily schedule. This will allow for Machines to be rented multiple times in a 24 hour period.

Solution:

The Flyntlok development team has updated the Rental Contract settings, and Administrators can now request to have their rental schedules and billing structures calculated based on hourly use. When this setting is activated, Flyntlok will allow hours to be logged from the "Dates Reserved" field on the creation page & contract details section of the contract.

Once saved, the "Billable Duration" field will display on the Rental Contract in the "Details" section. On each machine line, Flyntlok will respect and display exact hours.

To incorporate hours in the billing calculations, we have updated the Rental Schedule and added two new fields: "Hourly Utilization Allowed" and "Overage Charge (Per Machine HR)."  This will allow users to set a custom rate to charge for Machines checked in late.

“Account Customer” Indicator-(Ticket #47874)

Opportunity:

Rental Managers have requested a quick way to determine whether a Rental Contract’s associated customer is an “Account Customer”.

Solution:

We have added Account Customer icons to the “Customer field of the Rental Contracts “Details” section to indicate to users whether the contract’s associated Customer is set as an Account Customer.

 

 

CRM

Option to Require Note on Status Change-(Ticket #FD-2846, 47621)

Opportunity:

Salespeople have requested we require users to add a note when attempting to change the status of a CRM Lead, and would like for the note to be displayed on the associated Lead's dashboard in the timeline records.

Solution:

We have added a new setting to the "Flyntlok Settings" page (Admin Editor Wrench-> Flyntlok-> Flyntlok Settings) that will allow administrators the option to require notes when changing the status of a CRM Lead.

Variables Added to SMS Templates-(Ticket #FD-2846)

Opportunity:  

Salespeople have requested the option to create custom SMS templates that will autofill their customer's names and the associated Machine's information when sending messages via the "Conversations" tab of the Lead dashboard page.

Solution:

We have added two Variables to the CRM Lead dashboard's “SMS Templates Manager”, which will allow salespeople to create custom SMS templates that will be automatically filled with the customer contact’s name and the associated Machine’s make/model.

Email Logging in Lead’s History Timeline-(Ticket #FD-2846)

Opportunity:  

Flyntlok users have requested we log customer contact emails sent from the CRM Lead Dashboard in the Lead’s “History Timeline”.

Solution:

Flyntlok will now log Customer email actions taken on the CRM Lead Dashboard page. When the email option is selected from the Lead Dashboard, Flyntlok will now create a new timeline event with the name of the user who performed the action and a time stamp. The user’s standard email application (e.g. Outlook) is used to send the actual email and Flyntlok does not log the actual contents of the email.

Service

Default Work Order Customer-(Ticket #)

Opportunity: 

Managers overseeing Service Departments that only service their own equipment have requested the option to set a their "Internal Work Order Customer" as the default for all Work Orders.

Solution:

We have added a new setting to the Flyntlok settings page which will allow administrators to choose a Customer to set as the default for new Work Orders. Creating a new Work Order via the icon or from the Left Navigation Menu’s "New" tab will auto populate the “Default Customer” into the customer field. Users can access the Flyntlok Settings page by selecting the option from drop-down menu of the admin wrench. 

(->Flyntlok->Flyntlok Settings.)  

 

 

Assign Technician and Labor type in Bulk -(Ticket #47951)

Opportunity: 

Service Managers have requested the option to assign a Service Technician and Labor Type to all jobs of a particular Work Order. This will save time by removing the need to manually adjust each job.

Solution:

We have added a "Bulk Edit Jobs" option to the "Actions" button's drop-down menu, allowing Service managers to choose a particular Technician and Labor Type to assign to all jobs associated with the Work Order. Flyntlok will automatically apply the changes when selecting the "Save" button.

 


Issues Resolved This Sprint

WO Tag Number-(Ticket #47733)

Complaint:

Service Managers, who were reusing Work Order Tag numbers, had reported instances where the "Tag" field of the Work order creation page was giving a warning that the "Tag Number is in use." However, there was no open Work Order associated with the Tag Number.

Cause/Correction:

We have updated the "Tag" field on the Work Order creation page to remove the warning if the previous Work Order with the same Tag Number has been Invoiced and the sale is in a Delivered status.

File Attachment Not Sent To QuickBooks-(Ticket #47849)

Complaint:

Purchasing Managers were experiencing issues attempting to upload files to send to QuickBooks Online from the Machine Receiving Voucher. The file was able to be attached to the Voucher but it was not sent to QBO.

Cause/Correction:

Fixed.


Last Release Notes

January 17th, 2024 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!

Septemeber 30th, 2020

New 🆕

Weekly Sales Report

We have revamped the weekly sales report that is sent out on Saturdays. This report recaps the past week for your salespeople and provides them with data on their weekly sales, top 10 customers, machine sales for the week, reservations, work orders, and more! If you're interested in seeing the report and getting it sent to your salespeople, please contact Flyntlok.

Flyntlok Equipment Dealer Management Software - "Sales"

Escalated Issue Emailing

We recognize that sometimes its tough for the help desk to communicate to users that don't spend a lot of time in the application (looking at you Management & Accountants). Email notifications will now be sent out to users when an issue gets assined to them and the status gets updated to EscalatedOnHoldAccountingHold, or ManagementHold.

Flyntlok Equipment Dealer Management Software - "Support"

New Tag Field

You can now add a tag number when creating a work order Please submit an issue if you need this added to any reports!

We are working on adding this to the work order editor still

Flyntlok Equipment Dealer Management Software - "tags"

Effective Labor Rate and Cost

We have enhanced the Service Dashboard (Management -> Service) by adding some metrics around your labor rates. You can view your utilization, effective billable cost, and effective billable rate.

What is the effective rate?

The effective rate is the (billable hours X rate) / clocked hours.

What is the utilization rate?

The utilization rate is the billable hours / clocked hours.

This data comes from time entries on DMS Work Orders and the work labor types you have configured.

Enhancements 💪

Bulk Data Exports

We have relocated the button for doing bulk exports. It is now next to all the other buttons on reports. Previously, there was a button that said download dump.

Flyntlok Equipment Dealer Management Software - "Big Dumps"

What is the difference between bulk exports and regular exports?

Regular exports will only export the data you have on your screen. When you see a bulk export, it is often the full data set for whatever entity you are looking at. For example, if you head to the customers (all) report, you will see the button to do a bulk export. This will include the entire dataset Flyntlok houses for customers.

Vendor Volumes

We have added a View More option to the Volume section on the vendor dashboard. This report can be used to look at a specific vendor's volume between a set date range.

Flyntlok Equipment Dealer Management Software - "Volume"

Reports

Most reports in Flyntlok have been adjusted to fit data to the screen better and prevent unreadable crammed columns. Some things you may notice:

  1. Columns will auto adjust their width to properly fit all data in a column to the screen.
    • Please note that the columns will continue to adjust as you scroll down the report.
  2. If there is not a color scheme on the report, we have added alternating line colors to help keep track of the row that you are trying to follow.
  3. The last thing to keep an eye out for, if you have a smaller screen size or there is a large number of columns on the report, you will be able to scroll horizontally through the report.

Upcoming 🔮

Work Order Scheduler

We have created a highly requested feature to schedule work orders. Soon, you will be able to view your work orders on a calendar where you can plan, filter, and edit them! Stay tuned for the release date!

Flyntlok Equipment Dealer Management Software - "Scheduler"

September 23rd, 2020

Enhancements 💪

PO Location Changing

We have created a widget that allows you to change the location of an item purchase order. If you have access to the admin editors, you will go to the Flyntlok option, and then select the widgets tab. The bottom left widget will be the location changer. You will need to put the number of the PO that you want to change and the location that you want to change it to.

Flyntlok Equipment Dealer Management Software - "Change"

The PO must by in New or Ordered status to change locations.

Sales Order Signatures

When a customer provides a signature for a sales order, we now show the ledgible version of their name and the date that it was signed next to their signature on the sales order.

Flyntlok Equipment Dealer Management Software - "Signature"

Work Order Banner

When a work order is invoiced, you will see a new layout for the banner that appears on the work order.

Flyntlok Equipment Dealer Management Software - "Banner"

Machine List

At the bottom of the model information page, we will show a list of every machine that has been linked to the model. If the machine is sold, we will show the owner of that machine as well.

September 16th, 2020

Enhancements 💪

User Management

We now allow you to enable users that were previously disabled. This can be helpful if you have an employee return to your business.

Flyntlok Equipment Dealer Management Software - "Enable User"

Issues Resolved 🐛

Timecard Importing

We now let you import timesheets for employees that no longer work at your business.

Upcoming 🔮

Stock Take

We are putting together a fresh, new way to do a stock take (a.k.a. physical inventory count). Be on the lookout for this new feature in the coming weeks!


September 9th, 2020

New 🆕

Voiding Machine Purchase Order Lines

You can now void a machine on a purchase order line. This lets the purchase order continue down its lifecycle without requiring any other input about that machine. You must provide reasoning for the void. The reason provided is added to the audit log of the machine purchase order.

Flyntlok Equipment Dealer Management Software - "Void MPO Line"

This does not delete the machine from the system. That must be done manually by you.

Tip

You can still receive that machine, but you will no longer be able to use the quick editor. To edit the machine information, you must navigate to the machine dashboard and click Simple Actions -> Edit


September 2nd, 2020

Enhancements 💪

Special Order Link Warning

When a special order item is deleted from a sales order, we now show a warning on the purchase order that the part has been unlinked from its associated sales order. To fulfill these parts, the sales order will need to be reversed so the item can be pulled from QOH.

Flyntlok Equipment Dealer Management Software - unlink

Faster Item PO Posting

You may have noticed this week that posting item purchase orders is faster. We made a few optimizations earlier in the week, but will soon be releasing changes that will greatly increase the speed that item POs are posted. Be on the lookout!

MRP Work Order Quantity Change

When the quantity to build is changed on a work order, we will now reflect the updated quantity in the Ordered column on the item's dashboard.

Issues Resolved 🐛

MRP Work Order Transactions

We have resolved an issue with item transactions being created for all the items on the BOM of a work order that was edited. Now, when a work order is edited, we will only run transactions for the part being built, not for all items on the BOM.

Inventory Valuation Report

We were previously calculating the units for cost incorrectly. Cost is now calculated based on the units that the item is purchased in. Also, we fixed an issue of certain item's accounts not showing up on the report.


August 26th, 2020

Enhancements 💪

Secure

Volvo Purchase Orders

If a Volvo purchase order is rejected from Volvo, you will now receive a 'Revision Required' message. This message includes the error displayed on the purchase order page, either below the order status for document wide errors or in the comments field for errors about particular items.

We will also update the status of the purchase order to 'New', so you can re-submit.

Flyntlok Equipment Dealer Management Software - Volvo


Vendor Dashboard

We added a total row to all of the vendor widgets!

Flyntlok Equipment Dealer Management Software - Vendor


We also added a 'View More' tab to view more work orders for that vendor.

Flyntlok Equipment Dealer Management Software - Vendor


Consignment Locations

You can now search items when auditing a consignment location. This should speed up your audit process!

You can search using qty, bin, vendor, item no, description and whether or not the item has been audited.

Flyntlok Equipment Dealer Management Software - Consignment


Stock Orders

When creating a stock order from a vendor's dashboard and selecting the "Filter list down to items with an inventory history" option, we will show you items that have a metric override set even if they do not have inventory history.

Flyntlok Equipment Dealer Management Software - Stock Order


Reservations

You now have the option to reserve a machine for one day using the preset 'Day' button!

Flyntlok Equipment Dealer Management Software - Reservations


DMS Work Order

We used to make a note and a log every time a work order or work order job was edited which was causing some redundant notes on the work order report. Now, we only create a log when a work order or work order job is edited.


August 19th, 2020

Enhancements 💪

E-mail as Username

E-mail addresses can now be used as usernames for Flyntlok accounts. Current users can log in with their e-mail address or their username; however, new Flyntlok accounts created must use their e-mail address as their username.

Please reach out to Flyntlok if you are creating an account for a user who does not have an e-mail address, we can handle these on a case-by-case basis.

Flyntlok Equipment Dealer Management Software - login


Vendor Labor Rates

Labor rates can be set on a per vendor level. To set a labor rate for a vendor, go to the vendor edit page and scroll down to the 'Default Labor Type' field.

When a technician clocks-in to a work order linked to a machine, the machine's vendor labor rate will be used even if the technician has a labor type assigned to their account. Remember, the labor type can be edited when clocking-in to the work order.

Flyntlok Equipment Dealer Management Software - LaborRate


Inventory Reconciliation Report

The inventory reconciliation report will now be sent out at month-end.

This report can be scheduled using the Report Scheduler.

Flyntlok Equipment Dealer Management Software - Recon Report

Report Scheduler Refresher

Issues Resolved 🐛

Proposal Worksheet PDF

We fixed the naming convention of the proposal worksheet.

The file name will be much cleaner when saving and e-mailing.

Flyntlok Equipment Dealer Management Software - WorkSheet

We also fixed the issue with HTML leaking onto the worksheet.


Sales Order Searching

You can now find sales orders via the shipping tracking number using "S? tracking number".

Flyntlok Equipment Dealer Management Software - tracking

The tracking number must be exact!


August 12th, 2020

New 🆕

Volvo Electronic Purchase Orders

Secure

How do I submit a part purchase order to Volvo?

  1. Go to a "New" Volvo part purchase order and select "Submit to Volvo" under the "Actions" drop-down menu. Flyntlok Equipment Dealer Management Software - volvo
  2. Next, select the Order Type, Machine, Requested Ship Date, and Shipping Level. Click Submit. Flyntlok Equipment Dealer Management Software - volvo Flyntlok Equipment Dealer Management Software - volvo
  3. After submitting the purchase order to Volvo, you can see the Volvo status and document ID on the top left of the purchase order in Flyntlok. If the purchase order comes back with errors, the errors will be displayed in the PO page, either below the order status for document wide errors or in the comments field for errors about specific items. Flyntlok Equipment Dealer Management Software - volvo

Please allow 1-2 minutes for this order to be received by Volvo. After the 7 minutes, please log in to your Volvo account to review your purchase order.

You can now submit part purchase orders to Volvo! Click here for more information.


Issues Resolved 🐛

ERP Work Order Report

We fixed an issue that prevented your company's logo and address from being displayed on the ERP work order report.


HTML

We are still finding HTML in a few places around Flyntlok. We can fix these issues rather quickly, so please let us know if you notice anything.

Please submit an issue report if you notice any HTML throughout Flyntlok.

Flyntlok Equipment Dealer Management Software - HTML


Upcoming 🔮

Inventory Reconciliation Report

We are updating the inventory reconciliation report. More information on the updates will be released in the coming weeks!


August 5th, 2020

Enhancements 💪

Security Upgrades

Once again, we are continuously improving Flyntlok's security system to meet industry standards. These updates will impact every page in Flyntlok, so please let us know if you notice anything odd.

Secure

This is the last security iteration.


July 29th, 2020

Enhancements 💪

Security Upgrades

We are continuously improving Flyntlok's security system to meet industry standards. These updates will impact every page in Flyntlok, so please let us know if you notice anything odd.

Please submit an issue report if you notice any HTML throughout Flyntlok.

Flyntlok Equipment Dealer Management Software - HTML

Secure


Invoice E-mails

  1. Auto-sent invoice e-mails now show the split invoice IDs.
  2. We also provide more information in the body of the e-mail (see below).

Flyntlok Equipment Dealer Management Software - email

This only impacts invoices with an account payment.


Issues Resolved 🐛

Invoice ID Issue

We apologize for the issue some of you experienced this morning regarding the invoices that began with '999'. Thank you for your patience while we fixed the issue!


Internal Asset Report

We fixed the issues with the "sold by" section and the warranty date section on the internal asset report found on the machine dashboard.

Flyntlok Equipment Dealer Management Software - machine

Flyntlok Equipment Dealer Management Software - machine


Packing Slip

We fixed the issue with the pack slip footer being being illegible.


July 22nd, 2020

New 🆕

File Attachments

You can now attach files to issue reports!

Screenshots and images can help consultants troubleshoot issues!

Flyntlok Equipment Dealer Management Software - issue

You can also attach files to issue reports from the issue dashboard!

Flyntlok Equipment Dealer Management Software - Issue


Microsoft Edge

You can now use Microsoft Edge as a web browser when using Flyntlok.

Flyntlok Equipment Dealer Management Software - Edge


Enhancements 💪

ERP Work Orders

We updated the layout of the new erp work order creation form.

Flyntlok Equipment Dealer Management Software - erp


Multi-file Uploads

You now have the option to upload multiple files at a once from a DMS work order dashboard.

Flyntlok Equipment Dealer Management Software - uploads


Bin Locations

Item receive vouchers retain the item's bin location at the time the item is received. This means that you can reference past receive vouchers to see what their bin location was at the time the item was received even if the item's bin location has changed.

Flyntlok Equipment Dealer Management Software - Bin


Scrapping Parts

You have the option to add comments when scrapping parts.

Flyntlok Equipment Dealer Management Software - scrap

These comments will be visible on various reports throughout Flyntlok, including the "Review Transactions" report.


Stock Orders

Stock orders now include the item's metric override types (min, max, exact).

Flyntlok Equipment Dealer Management Software - reorder


Issues Resolved 🐛

Salvage Percent

We fixed an issue that prevented the machine's salvage percent field from saving.

Flyntlok Equipment Dealer Management Software - Salvage


Date Manufactured

We no longer pre-fill the machine's date manufactured field with the machine purchase order's creation date.

Flyntlok Equipment Dealer Management Software - machine


Attached Machines

If you change the location or responsibility of a parent machine, the location and responsibility of the attached machines change as well.


July 15th, 2020

Enhancements 💪

Password Policy

We've made a number of upgrades to Flyntlok's password policy:

We upgraded our password policy to align with industry standards; furthermore, stricter password requirements protect your dealership's data from unauthorized access.

Password Reset Process:

  1. First, click the 'Click Here' link next to "Forgot Your Password". Flyntlok Equipment Dealer Management Software - Reset
  2. Next, enter your Flyntlok Username and click send.
  3. Flyntlok Equipment Dealer Management Software - Reset
  4. This will send an e-mail to your e-mail account linked to your Flyntlok account that includes instructions on how to reset your password. Flyntlok Equipment Dealer Management Software - Reset
  5. Here's an example of the e-mail you will receive.Flyntlok Equipment Dealer Management Software - Reset

    Please check your Spam folder if you don't receive the e-mail within 30 seconds

  6. Lastly, you can type your new password here.Flyntlok Equipment Dealer Management Software - Reset

    Please follow the new password policy explained above


Security Upgrades

We've made substantial security upgrades to the file upload system in Flyntlok.


Sidebar Menu Editor

You now have the option to copy sidebar menu templates. You can also assign sidebar menu templates to users.

Flyntlok Equipment Dealer Management Software - menu

To access this page: 'Wrench Icon'->'Flyntlok'->'Navigation'


PDF reports

We updated the part purchase order pdf report to display a cleaner look. We also support displaying terms and conditions on a separate page!

Flyntlok Equipment Dealer Management Software - Report

We updated the Internal Asset Report (BETA), which can be accessed by clicking the green 'Management' link on the machine dashboard.

Flyntlok Equipment Dealer Management Software - Report


Issues Resolved 🐛

Epiroc Part PO

We fixed an issue that prevented part purchase orders from being sent to Epiroc.


July 8th, 2020

Enhancements 💪

Searching

You can now find sales orders via the shipping tracking number using "S? tracking number".

Flyntlok Equipment Dealer Management Software - tracking

The tracking number must be exact!


Metric Override

You can now set the metric override to Exact, Min, or Max from the item dashboard.

Flyntlok Equipment Dealer Management Software - Metric


Item Purchase Orders

If you increase the quantity to an item that is being special ordered, the increased quantity will now be included on the "Stock on Order" column when creating a stock order.

This happens when the package quantity is more than what the customer ordered as well as when you receive more of an item than was ordered.

Flyntlok Equipment Dealer Management Software - Stock

This update will impact all changes to purchase orders going forward!


Pending Actions

Flyntlok now supports adding comments to pending actions.

Flyntlok Equipment Dealer Management Software - actions

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