We would like to keep you up to date with the happenings here at Flyntlok. Take a look at some of the recent articles written about Flyntlok and our esteemed founder and CEO Sean McLaughlin!


Service

Improved Parts Request Workflow on the Work Order System-(Ticket #FD-2557)

Opportunity:

Service Managers have requested that their Service Technicians have the ability to request parts needed to complete Work Order Jobs directly from the Work Order without having to separately create and process a new Internal Parts Order Invoice. This will streamline the process and remove the responsibility of processing Internal Part Orders from Service Technicians.

Solution:

We have updated the Parts Request settings of the Service Work Order, and Service Techs will now have the option to request Items directly from the Work Orders Jobs tab, removing the need to create an Internal Parts Invoice. Techs can now simply select the ADD/EDIT button from the Parts section, and choose to either create a Parts Request or a Request Note.

When the button is selected, Flyntlok will display a Part Searcher where Technicians can add Items and the requested quantity needed to complete a Service Job. Once the “Save” button is selected, Flyntlok will then generate an “Internal Parts Order Invoice” in "Quote Status" for the requested items. Subsequent parts requested will be allocated to a new Internal Invoice.

When the button is selected, Flyntlok will display a text box where users can add notes that will be attached to an Internal Parts Invoice and delivered to the Parts Department via internal notifications to process. At this point, the Parts Department will need to manually fill and allocate the parts request, relieving the Tech of the responsibility of filling out the details for the Internal Parts Order.

Users will have the ability to add/remove items and edit the order quantity by selecting the button. Flyntlok will generate a return Invoice for Parts Requests that have already been processed then update it to a lower quantity.

The generated Internal Invoices will remain in "Quote" status until the button is selected. This will move the Invoice forward into a Delivered, or Pending status.

Upon completion of the Service Job, Techs can navigate back to the "Parts" section to log the quantity of Items used against the quantity that was requested.

Note- This new feature is currently Flyntlok controlled, please reach out to your Friendly Flyntlok consultant for assistance!   

Work Order Custom Default Status-(Ticket #FD-2595)

Opportunity:

Last release we implemented certain “Points of Action” within the Service workflow where users can now (with the help of their Flyntlok consultant) automate a Status change on a Work Order based on the WO's current Status. Our next iteration is to allow you to request custom “Estimate”, "In Process, and “Completed” status workflows and the option to replace the Flyntlok default statuses with a customized “Estimate”, “In Process”, or “Completed” status.

Solution:

We have implemented backend changes to support internal statusing, which in turn will allow for user-defined custom statuses in "Estimate", "In Process", and "Completed" internal statuses. You will need to work with your Friendly Flyntlok Consultant to get these workflows setup. Give them a call!

"Upsell" Service Jobs-(Ticket #FD-2774)

Opportunity:

Service Managers have requested we add a new Job-level Work Order field titled "Upsell" so they can track work by Service Technicians that was considered an “Upsell Job.”

Solution:

We have added a new Job-level WO field "Upsell Job" that will allow Service Managers to mark a WO Job as an Upsell job. We have also added an "Is Upsell Job" field to the column chooser of the "All Jobs" report where users can track “Upsell” WO Jobs.

Purchasing

Agco Online Solutions Integration-(Ticket #FD-2686)

Opportunity:  

Flyntlok users purchasing parts from Agco have requested the ability to export Item POs from Flyntlok that can then be uploaded into the Agco Online Solutions (AOSL) application.

Solution:

We have added an "Export to Agco" icon to the Item Purchase Order, located in the icon list below the PO balance sheet, which will allow users to extract an Agco-specific file from Flyntlok. This file can then be manually uploaded into the Agco Online Solutions (AOSL) application to complete the process for parts ordering.

Point of Sale

Consolidation of Kit items on Sales Order-(Ticket #FD-2681FD2707, FD2703)

Opportunity: 

Sales Managers have reported instances where their salespeople have had difficulties differentiating which lines of a SO are associated with the Inventory Kit items. This manifests itself when attempting to edit, remove or re-order “Inventory Kits” from the Point of Sale screen. They have requested that we eliminate the option to remove “sub-items” associated within a Kit, and to allow the “Parent” item to control actions of the associated Sub-Items.  They have also requested we make Inventory Kits and all the associated Sub-Items more apparent so salespeople can easily distinguish between main-level line items and sub-items.

 

 

Solution:

We have updated our Inventory Kit feature, and the Kit parent Item will now control most actions of the Kit sub-items. For example, if a salesperson wants to change the Kits order quantity, or remove it from the sale, they must perform the action from the parent item.  Changing the order quantity of the parent item will update the sub items accordingly based on the Kit's configuration. We have also Updated the Kits associated Sub-items Icon to make it more obvious which lines belong to the kit.

Convert Sales Order to "Quote" -(Ticket #FD-2738)

Opportunity:  

Salespeople have requested we move the "Convert to Quote" option, previously found on the "Actions" tab, onto the main Sales Order page.

Solution:

We have updated the “Convert Sales Order to Quote” feature on the SO page, and Flyntlok will now display the button in the bottom left corner of the page next to the "Process” button , removing the need to first select the "Actions" tab. The “Quote” option will only be displayed when the SO is in a “Draft” status.

This feature will retain all of its previous functionality where:

Mobile View

Machine Field Added to Mobile View(Ticket #FD-2735)

Opportunity:

Service Technicians using the Mobile View have requested the ability to add, edit, and remove the associated Machines on the Work Order job level from their mobile device.

Solution:

We have added a job level Machine field to the Mobile Views Work Order dashboard. Users can now add/remove or edit the associated machine of a WO job.

Force Down Machines From Mobile View-(Ticket #FD-2651)

Opportunity:  

Service Technicians utilizing the "Mobile View" currently have no way of taking a machine out of service  and have requested the option to "Force Down" Machines from their mobile device.

Solution:

We have added a "Force Down" option to the  "Edit Machine" button from the WO dashboard which will allow users to taking a Machine out of service from their mobile device.

   

Customers

Authorized Users added to Customer Dashboard-(Ticket #FD-2740)

Opportunity:  

Flyntlok administrators have requested the ability to add/remove or edit a Customer’s "Authorized Users" from their Customer dashboard.

Solution:

We have added an "Authorized Users" option to the Actions drop-down menu. When selected it will allow users to add, remove, or edit the "Authorized Users" associated with the customer.

Users

Restrict Access to Modify tax Rules-(Ticket #FD- 2716)

Opportunity: 

Flyntlok Administrators have requested the ability to restrict a user’s ability to modify tax settings from the Point of Sale.

Solution:

We have added a new setting to the "Access Control" page that will give administrators the option to allow or restrict their users access to change tax settings from the Point of Sale. When the "Modify Tax Rules" is turned off users will no longer be able to access the icon.

 


Issues Resolved This Sprint


Inactive Items Showing in the Part Searcher-(Ticket #FD-2731, )

Complaint:

Salespeople had reported an issue where Items that had been marked as "Inactive" were still populating the Item searcher from the Point of Sale.

Cause/Correction:

Fixed. We resolved a timing issue that was causing inactive Items to be caught in the Item Genome. Inactive items will no longer populate search results from the Point of Sale.

Requested Completion Date-(Ticket #FD- 2729)

Complaint:

Salespeople had reported an issue where the "expected completion date" was cleared when a Sales Order had been converted to a Quote then modified back to a SO.

Cause/Correction:

Fixed. Flyntlok will retain the "expected completion date" manually set by users when the sale is modified from a SO to a Quote and also when converted back.

Shopify “Ship To/Customer Contact”/“Shopify ID Information” not Synching -(Ticket #FD-2810, 46972)

Complaint:

Flyntlok Managers using the new Shopify Integration have reported instances where their Shopify ID number was not properly synching between the two systems.

Cause/Correction:

Fixed. The Shopify ID number will populate the Customer PO field of the Flyntlok SO and SO PDF.


Last Release Notes

December 13th, 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!


                 

We are excited to announce that Flyntlok will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.

 


Service

Maintenance Schedule-(Ticket #FD-1461)

Opportunity:

Service managers have requested the ability to create and schedule maintenance-related Service Jobs for individual Machines/Assets within their inventory. They would like to create a maintenance schedule based on certain usage metrics (Machine Hours, Machine Distance, Machine Age).

Solution:

We have added a "Maintenance Schedule" to the Machine Dashboard page, allowing users to create and edit existing maintenance schedules for individual Machines.  To create a new Machine Maintenance Schedule, navigate to the specific Machine's Dashboard and select "Maintenance Schedule" from the Action button drop-down menu. You will then be redirected to the "Maintenance Schedule" page with the Machine's information prepopulated.

From here, you can select the "+ New Schedule" button, where you can choose a previously created Model Template or create a new schedule. Users will also have the option to have the schedule repeated and set the next interval according to the Machine’s current hours, distance, or age.

Interval and repetition are editable using the  icons

         

You can change the status, edit schedule details, or delete the schedule by selecting the task from the "Actions" button drop-down menu.

You can add recipients to receive notifications of an upcoming schedule through the notifications section. Users will be able to select either a group of users or a single user to receive the notification and also to specify when the notification is delivered.

We have added a "Configure Model Template" button to the Model's edit page, which will allow Users the option to create templated service schedules that can then be applied to Machines of that Model.

Once the model template is created, you will be able to apply the template to Machines by selecting the option from the "Action" button drop-down menu. Flyntlok will then display a list of all Machines of that Model, giving users the ability to apply the template to all Machines or selected individual Machines.

       

We have also added an "Upcoming Maintenance" report to the Machines Tab of the Left-Hand Navigation Menu, which will display a list of upcoming scheduled maintenance jobs. This report will provide information on the Machine and upcoming service as well as links to the Machine's Dashboard and the Machine's Service Schedule Page. Users can sort and filter the report based on the priority or the next due metric. Flyntlok will color code the row based on the priority (see priority rules below).

The overall priority of a schedule is calculated based on individual priorities according to hours, distance, and age. Flyntlok's priority rules are as follows:

Conclusion: So, yeah, this is a pretty big (and pretty cool) addition to Flyntlok. If you need help with this functionality, or if you have questions, please reach out to us!

Rental

Rental Contract Waitlist-(Ticket # FD-1458)

Opportunity:

Rental managers have requested the ability to put an unavailable Model or Classification on a Rental Contract in a "Waiting List" status and have the option to convert the contract to an Active status and notify the customer when the equipment becomes available.

Solution:

We have added a "Waitlist Contract" check box to the Details section of the Rental Contract's creation page that will put the contract into a "Waitlist" status. Once a Machine matching the Model or Classification becomes available, contracts will need to be converted to a Draft status before equipment can be associated with the Model or Classification holding spot. Waitlist contracts can be converted to a "Draft" by selecting it from the "Actions" button in the top right corner.

If the User is set up to receive notifications and is also set as the Salesperson of the Waitlisted contract, Flyntlok will send a notification when a waitlisted contract is able to be fulfilled. To edit your notification preferences, first select your "User Name" from the top right corner of your screen, then select "Preferences" from the dropdown menu.

We have also added a new "Waitlisted Contracts" report to the Rental Tab of the Left-Hand Navigation Menu, which will display a list of all waitlisted contracts and their customer contact information. For contracts with multiple Machines, Flyntlok will display a record for each machine that is available.

Point of Sale

Text2Pay Billing Adress -(Ticket # FD-1580, 44015)

Opportunity:

Salespeople using the new Gravity Payments system have requested the ability to use an existing address under a customer's profile for the billing address when adding a Text-2-Pay payment method to a Sales Order. Currently, Flyntlok is not auto-filling Customer information into the Text2Pay billing address field, even if the address is saved within the Customer's Dashboard.

Solution:

Flyntlok will now auto-fill the "Card Billing Address" field of the Text2Pay payment method of the new Gravity Payments system if the information is available from the Customer's Dashboard.

We have also added a new "Save to Customers Dashboard" check box to the Text2Pay module, allowing Users to save new billing addresses for Customers who previously did not have this information.

Customers

Credit Limit Warning-(Ticket # FD-1585, 44022)

Opportunity:

Salespeople would like to see a notification on the Sales Order and Work Order pages when adding a Customer who has exceeded their credit limit.

Solution:

We have added a flashing notification to the Customer Dashboard, Invoice page, and Work Order Dashboard to warn users that the customer is over their credit limit. Administrators can activate this new setting by navigating to the Flyntlok settings page (Admin Editors Wrench->Flyntlok->Flyntlok Settings->Sales)

                                           

SMS Messaging: Allowed File Types for Attachments-(Ticket # FD-1633, 44173)

Opportunity:

Our SMS messaging service does not allow for sending PDF file types. Salespeople have requested a way to view what types of files they are able to send via SMS messaging.

Solution:

We have added a new icon to all SMS messaging modules that, when selected, will display a list of supported files.

Parts

 Vendor Price File Supersession Indicator-(Ticket # FD-1602, 44089)

Opportunity:

Flyntlok Users were experiencing an issue where they were unable to remove a "Superseded By" part from an Items Dashboard.

Solution:

Supersessions from the Vendor Price File are intentionally not editable. To avoid confusion in the future, we have updated the Supersessions field of the Item Dashboard. If the item is from the Vendor, the item(s) will now be displayed below the selected input, and Flyntlok will display a "Superseded by (From Vendor)" message along with the supersessions.

Issues Resolved This Sprint

Saved credit Cards Not Available-(Ticket #FD-1612, 44120)

Complaint:

When trying to apply payment to a Sales Order via credit card, the option to use Saved Cards isn't there. This issue only affected users of the older payment system, not those who upgraded to the Emergepay system.

Cause/Correction:

Fixed.

Invoice Force Refresh-(Ticket #FD- 1605, 44097)

Complaint:

Salespeople reported having issues with not being able to do force refresh on invoices.

Cause/Correction:

Fixed.

Machine Purchase Order Discount Not Persisting on PDF-(Ticket #FD-1609, 44103)

Complaint:

Flyntlok Purchasers were running into an issue when applying a percentage discount to a machine currently on a Purchase Order. After applying the discount and attempting to print the PO, the discount was not applied to the printed copy.

Cause/Correction:

Fixed. Flyntlok will apply any discount set on the machine and display it properly on the printed copy of the PO.

Allow Uploading Audio Files-(Ticket #FD-1650, 44196)

Complaint:

Users had an issue uploading (WAV) audio files; in this scenario, the user would receive an error message, and the file was not uploaded.

Cause/Correction:

We have removed the restriction for uploading WAV audio files. While you will now be able to upload WAV audio files into Flyntlok, please note these are uncompressed files that may hit our filesize restriction of 30MB.

 

Did you read all the way down to the bottom? Nice! This was a pretty big release week for Flyntlok. Hope you appreciate all the new features!!!

Last Release Notes

August 30th, 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!

© Copyright Flyntlok, Inc. 2024