Opportunity:
Flyntlok users purchasing equipment from an alternate system have requested the option to import these orders into Flyntlok’s Machine Purchase Order system.
Solution:
We have added an "Import" option to the 
button's drop-down menu on the Machine Purchase Order page. Selecting this option will open the "Import MPO" modal allowing you to choose a file from your device to import into the Purchase Order. Flyntlok will then display the Machine information pulled from the imported file, allowing you to review the information and map columns accordingly. Selecting "Submit" will add recognized Machines from the import to the Purchase Order.
The “Import MPO” will accept CSV, TSV, XLS, XLSX, ODS file formats that contain, at minimum, a column with the desired Machine’s “Make” and a column with the Machine’s “Model.” User must check the prompted box if the imported file contains a first-row header.
Image from the Model Dashboard. Values from import file must match these from Dashboard.
Sample File.
Note: Only Machines recognized within Flyntlok will be added to the Purchase Order. Both the Make and Model fields within the file must match the fields in the Model dashboard within Flyntlok. Non-matching records will not be imported.
Opportunity:
Salespeople have requested the ability to set a custom discounted List Price on a Model for specific customers so that each time that customer buys a Machine of that Model, there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.
Solution:
To incorporate Model Specific Pricing on the customer level, we have added a “Model” option to the "Customer Discount Pricing" modal located on the Customer Dashboard page. While this modal was previously only for Item Discounts, we have renamed the option from "Item Discounts" to "Item/Model Discounts" and have added a toggle option to search Items or Models. Once you have selected "Search Models", you can add and edit individual Model discounts and set a specific expiration date for the discount.
We have also updated the discount structure of the Point of Sale to incorporate the Customer Model discounts so that you can save a new discount directly from this screen back to the Customer record. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give you the option to save that discount to the associated Customer's records.
Opportunity:
Service Managers that require their technicians to log the Hours and Miles of the associated Machine when checking-in to a Work Order Job, have requested we add a warning message to the Work Order's dashboard to indicate if the associated Machine is missing the meter history.
Solution:
We have added a new setting to the "Flyntlok Settings" page titled “Warn if Missing Machine Details”. When this setting is enabled Flyntlok will display a large warning at the top of the screen if the Work Order’s associated Machine is missing information.
Opportunity:
In our last Release, we updated the Work Order settings to auto-generate a "Machine Move" when Pick-Up/Delivery is required for the associated Machine of a WO. Our next improvement for this feature is to add an indicator of the Machine Move to the Work Order dashboard and allow for edits to be made to the WO to be reflected on the associated Move.
Solution:
We have added a "Machine Move" field to the Pick/Delivery section of the Work Order’s "Info Tab”, and Flyntlok will display the associated Move’s ID Number in this field when available. Selecting the ID Number will open the "Machine Move." We have also updated the settings of the Moves System, and Moves generated from a WO will respect all edits made to the Work Order's associated Customer, Machine, or Pick-up/Delivery schedule.
Opportunity:
On the "Customer" Tab of the Sales Order page, Flyntlok provides several fields where users can log additional Sales Order information. Sales Managers tracking the Sales Order "Source" and "Type" have requested we make these fields required.
Solution:
We have added two new settings to the Flyntlok settings page: "Require Source on Sales Orders before Processing" and "Require Type on Sales Orders before Processing." When enabled, these settings will prevent users from Selecting the "Process" button on a Sales Order unless the required field(s) are filled. Administrators can access these settings from the Flyntlok Settings page by selecting the option from the 
icons drop-down menu. (Wrench-> Flyntlok-> Flyntlok Settings)
Opportunity:
Rental Managers have reported instances where unused Rental Consumables are still being represented on the contract's Invoice but with a quantity of 0. To alleviate customer confusion they have requested we remove unused Consumables from the Rental Contracts Invoice.
Solution:
We have updated the Rental Invoice settings and unused Consumables will no longer populate Rental Invoices.
Opportunity:
When associating a Machine with a CRM Lead, Flyntlok auto-adjusts the searching function of the machine searcher from available "Inventory Machines" to the specific Customer’s "Owned Machines" when a Lead is associated with a Flyntlok customer. Salespeople have requested the option to edit the search function manually.
Solution:
We have added a filter to the CRM Lead Dashboard's machine searcher that will allow you to toggle the searching function from "Sellable", which will show a list of all Available and OnOrder machines, to "All" which will show a list of all machines that are customer-owned and available.
Complaint:
Rental Managers had reported an issue where Rental Contracts created via a Machine Reservation were being generated without the requested dates from the reservation.
Cause/Correction:
Fixed. We resolved a bug that was not allowing Flyntlok to respect time-zone configurations. Rental Contracts created from a Machine reservation will generate with the Dates Reserved pulled from the reservation.
Complaint:
Service Managers had reported an issue where the "Technician" field was not populating all their available Service Techs into the drop-down menu when accessed from the "Mobile View."
Cause/Correction:
Fixed.
February 14th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
The “Lead Dashboard” page currently allows Flyntlok users to associate Machines and Models with the CRM Lead. Also, it provides the ability to create new Sales Quotes, Work Orders, and Rental Contracts for the associated/linked Customer. Salespeople have requested that any associated Machines/Models be added to the created transactions.
Solution:
Machines associated with a CRM Lead will be added to Sales Quotes, Work orders, and Rental Contracts generated from the Lead Dashboard; associated Models will only be added to Rental Contracts and Sales Quotes (and not to Work Orders.)
Opportunity:
Flyntlok currently allows users the option to convert a Work Order into “Estimate” status via the “Actions” button. Users can then send a request to the Customer to review the Estimate and Accept/Reject individual jobs. Service Managers have requested we automatically convert Part Orders associated with Work Orders in an “Estimate” status to a Quote to avoid accidentally processing Parts Orders on "Rejected" Jobs.
Solution:
We have added two new settings to the "Flyntlok Settings" page to improve the Estimate Work Order workflow "Quote Internal Parts Orders Linked To Work Order Estimates" and "Job Processing on Work Order's Status from Estimate to New."
button is clicked.
button, this setting will process the Jobs associated to the Estimate Work Order, taking quoted Part Orders (for accepted Jobs) and first converting them back to a Draft Sales Order, then moving the Orders to a "Delivered" status. Part Orders associated with "Rejected" Jobs will not be processed and will need to be manually deleted.
Opportunity:
Service Managers of companies with multiple branch locations have requested the ability to configure Work Order fees based on the branch location.
Solution:
We updated the Work Order fees and user will now be able to specify different Work Order fees based on their different branch locations.
Opportunity:
Service Managers have requested the ability to print Work Order Machine Tags, which can then be attached to individual Machines associated with a Service Work Order. The Machine Tag needs to display information about the Machine and the associated Work Order.
Solution:
We have added a “Print Machine Tag” option to the Work Order 
button's drop-down menu, allowing users to print a “Machine Tag” that can be attached to Machines associated with the WO. The Machine Tag will display the Date Created, WO ID, Customer Name, and the Machine's ID Number, Model, and Serial Number, along with a barcode that references the WO. The Machine Tag is compatible with 62mm wide labels of variable length and "Brother" Q-series label printers.
Opportunity:
Flyntlok offers users an option to email a "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contract. Rental Managers have requested the ability to also send the “Lease Agreement” via SMS messaging.
Solution:
We have added an “SMS Lease Agreement” option to the drop-down menu of the Rental Contracts “Actions” button, which will allow users to search saved Customer Contact phone numbers and send the “Lease Agreement” via an SMS text message.
Opportunity:
Sales people using the new "Emergepay" Gravity Payments System have requested we display the "Tendered Amount" and then "Change Due" when applying Cash payments to a Sales Order.
Solution:
We have added the amount "Tendered" and, when applicable, the change due to the details line of the Sales Order and Sales Order PDF for Cash payments.
Opportunity:
Flyntlok users had requested that we create fewer steps for executing certain actions after looking up a Vendor. We recently updated the prefix searcher's Vendor search (V?) results page, to display an 
button beside each returned result with several commonly used actions. Our next iteration is to add Vendor's available contact information to the results page.
Solution:
We have added three new fields to the "Vendor" search results page, which will display the Sales, Part, and Service department contact information (when applicable) associated with the "Vendor." We have also moved the ability to "Edit" to the button drop-down menu.
Opportunity:
Sales people have requested the ability to add a comment or note when setting the “Sale Price” on a Machine. Flyntlok allows users to set the sales price and sale start/end date on individual Machines, but currently does not offer a field to add a comment.
Solution:
We have added a new “Note” field to the "Sale Pricing" modal. Flyntlok will display comments added to the “Note” field in the “Sale Information” section of the Machine's "Finance Information." To set or edit a Machine’s “Sale Pricing,” navigate to the button and select “Sale Pricing” from the drop-down menu.
Opportunity:
Service Managers have requested the ability to send a Work Order PDF via email from the mobile Work Order dashboard.
Solution:
We have added an 
icon to the Mobile Work Order Dashboard, allowing users to email a PDF copy of the Work Order to any saved contacts of the WO customer. The Mobile Work Order email settings will retain the same functionality as the desktop version, providing the option to set CC and Internal recipients, attach additional files, and send a custom message that will appear in the email's body. To preview the WO PDF, select the "Download" button located at the bottom of the email pop-up modal.
Opportunity:
The PDF document generated from a Machine Reservation currently reflects the Machine’s Internal ID number. Flyntlok users have requested we add the Machine's Display ID number in place of the Internal ID number.
Solution:
We have replaced the Machine ID with the Machine display ID number.
Opportunity:
Flyntlok users have the option to attach QR codes to the "Machine Label" that will direct you to the Machine's Dashboard when scanned on a mobile device. Flyntlok users have requested that the QR codes scanned by a mobile device to redirect users to the mobile version of the Item Dashboard versus the desktop view.
Solution:
QR codes scanned via a mobile device will now redirect the user to the mobile version of the Item Dashboard.
Opportunity:
Flyntlok users purchasing parts from Grasshopper require a specific CSV/TXT file extract in order to upload these parts to the manufacturer.
Solution:
We have added an "Export for Grasshopper" option to the button's drop-down menu, allowing Users to extract a file that can then be uploaded to Grasshopper for parts ordering.
Opportunity:
Purchasing Managers have requested we add the Item's Vendor as a column to the Item Purchase Order and Receiving Voucher.
Solution:
We have added a "Vendor" column to the Item PO and Receiving Voucher.
Complaint:
Salespeople had reported an issue where users were not being notified when SMS messages were not delivered to the recipient when sending a "Campaign" message from the CRM Hub.
Cause/Correction:
Fixed. Flyntlok will indicate there are unsent messages or invalid phone numbers associated with the sent message via a red "Error" text from the "Sent messages" section of the Campaign Tab. Selecting the Details button will display the invalid phone numbers/ unsent messages.
Complaint:
Flyntlok users had reported an issue where they were unable to access the list view of “Customer Owned Machines” when selecting the “View All” button when on the dashboard of a customer that had an apostrophe (‘s) in the customer name.
Cause/Correction:
Fixed. (Yeah, this seems like pretty random thing to happen, but there are technical and computer nerdy reasons this was happening. But we fixed it.)
Complaint:
Sales Managers have reported an issue where the "Over Allowance" value (the margin between the trade-in value and the actual cost of the machine) taken on a "Trade-In" payment type was correctly accounted for on the "Journal Entries" submitted to QuickBooks Online, but was not being included when calculating the Sale Orders margins within Flyntlok.
Cause/Correction:
Fixed. Over Allowance will now be treated as a cost to the business and is included when calculating internal pricing information on the invoice page (via the 
icon.)
Complaint:
Flyntlok users were experiencing an issue when attempting to filter for a particular Machine via the ID number in the “Customer Owned Machines” section of the Customer Dashboard. No results were returned.
Cause/Correction:
Fixed. The ID column of the "Customer Owned Machines" section of the Customer Dashboard will filter for the display ID Number of the Machine.
October 25th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
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.
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:
Days Remaining -
High: 15<=
Medium: <=45
Low: >45
Distance -
High: <=100
Medium: <=350
Low: > 350
Hours -
High: <=40
Medium: <=120
Low: >120
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!
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.
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.
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)
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.
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.
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.
Complaint:
Salespeople reported having issues with not being able to do force refresh on invoices.
Cause/Correction:
Fixed.
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.
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!!!
August 30th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Salespeople have requested the ability to set up a temporary discount on an item for a customer so that each time that customer buys that item there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.
Solution:
We have added a new "Item Discounts" module to the Customer Dashboard that will allow users to add and edit individual item discounts and set a specific expiration date for the discount. This new module will be found in the Action Buttons drop-down menu.
We have also updated the discount structure of the Point of Sale to incorporate the Customer Item discounts so that you can save a new discount directly from this screen. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give users the option to save that discount to the customer. Item discounts saved via the POS will then populate the "Item discounts" module of the Customers Dashboard.
Opportunity:
Flynlok offers users an option to email a "Signature Request" or "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contact. Currently, the email sent out is including our Flyntlok logo and mailing address. Because this can be confusing to recipients that are unaware of Flyntlok, our users have requested to have their actual company logo and address information added instead of Flyntlok's.
Solution:
We have added a new option to upload a custom Company Logo image on the Flyntlok Settings page.
To set a custom Company logo that will display on the Rental Signature Requests and Lease Agreement Emails, you will navigate to the "Admin Editor Wrench" 
icon in the upper right corner of the home screen and select the "Flyntlok Settings" option from the drop-down menu. From the "Flyntlok Settings" page select the "Company Logo" link and upload a custom Company image from your device. Once uploaded this image will be displayed on the Rental Signature Request and Lease Agreement Emails.
Opportunity:
We recently released a new feature that allows users to merge open Special Ordered quantities into an existing Purchase Order. The issue is when multiple Special Orders are merged into the same PO they are combined into one line item. This makes it unclear that the remaining quantity from the original Purchase Order is not related to the Special Order. It was also not possible for multiple Special Orders to be merged into the same PO for the same item. Flyntlok users have requested that merged Special Orders populate the PO in individual line items.
Solution:
We have updated the Special Order merge functionality so that when merging a Special Order (or Orders) into an existing Purchase Order, the PO will display each Special Order as individual line items distinct from the original PO quantity.
Opportunity:
Flyntlok now offers Users the ability to merge open Special Orders with regular Stock Orders when using the Flyntlok Draft Stock Order page. Purchasing Managers have requested a more obvious indicator when an item has open Special Orders available to merge with Purchase Orders.
Solution:
We have added a new " Has Mergeable PO" icon
to the Special Orders column of the Draft Stock Order page. This new icon will be displayed with open Special Orders quantity only when there are available PO's to merge the Special Order quantity into.
Opportunity:
Salespeople would like to see how many days or months an individual open Lead has been active. Flyntlok currently displays the Lead creation date on the Leads report but does not calculate a day's active "age".
Solution:
We have added a new "Age" field to the All Leads report which will display the individual Leads' age by days based on the creation date.
Opportunity:
Flyntlok offers customers the ability to have a "Text Us" widget on their company website, which allows potential customers to submit inquiries to the company. Flyntlok then takes these incoming messages and generates a new CRM Lead for this potential customer. Salespeople have requested that the associated location and department be added to the new Lead's name.
Solution:
If you have Branch Locations and Department fields set up on the "Text Us" widget, Flyntlok will now apply this information to the new Lead's name.
Opportunity:
Flyntlok offers users multiple different ways to edit and document the mileage from a Machine's odometer through the course of a Service Work Order. Users have requested a new report that will display a history of mileage logs for a specific piece of equipment.
Solution:
We have added a new "Mileage History" section to the Machine Dashboard which will display all Work Order check-in mileage logs as well as any edits to the Miles field of the Machines edit page. This new section will display the ten most recent entries as well as a link that will redirect users to an alternate view that will display ALL mileage logs for that Machine. Flyntlok will display the date, the mileage, and the user's name that performed the logging.
Opportunity:
Sales Managers using the new Gravity Payments emergepay system have requested billing address fields be added to the Text2Pay payment type. Gravity Payments offers additional discounts for enabling fraud protection steps, such as billing address fields, on the Text2Pay payment option. Flyntlok currently does not provide the billing address details over to Gravity for address verification.
Solution:
We have added the billing address details to the Text2Pay settings. Default billing information (pulled from the Customer's Dashboard) will auto-populate into the payment system when the Text2Pay option is selected, but Users will also have the option to edit this new field. N.B. Editing the address fields here does not update the original contact record.
Opportunity:
Rental managers in Anchorage, Alaska would like the option to apply a Municipality-specific tax charge on the rental of motor vehicles. Anchorage requires the collection of an 8% tax on the rental of motor vehicles with a 30-day cap of $240 for trucks, vans, and RVs or a $120 cap on all other motor vehicles.
Solution:
We have added a“Charge Municipality of Anchorage Tax” field to the Model Dashboard's edit page, which allows users to associate the specific MOA tax charge to all Machines of that particular model. We have also added a new “Charge Municipality of Anchorage Tax” check-box on a Rental Contract, that when selected, will charge the specific tax rate on the Rental Contract. This box is auto-selected when a contract is created but can be overridden by the user.
Complaint:
Flyntlok users were experiencing an issue when trying to email Sales Order PDF documents to customers where the contact record contained an email address but no contact name. In this scenario, the Flyntlok user received an error and the email was not sent.
Cause/Correction:
Fixed.
Complaint:
Flyntlok users were having an issue when trying to manually type in the start date of a Rental Contract, rather than using the date picker. In this scenario, the page would error out and users were then redirected to an error page.
Cause/Correction:
Fixed. Flyntlok users will be able to type out dates without having to break the keyboard stride.
Complaint:
Users were experiencing issues where sold Machines were able to be added to a Rental Contract via the "Actions" button of the Machines Dashboard.
Cause/Correction:
Fixed. We have removed the ability to select the "Rental Contact" button from the Machines Dashboard when the machine is in a "Sold" status.
Complaint:
When an item's description is lengthy, the generated PDF document from the Point of Sale moves the entire item line to a new page, creating an awkward formatting issue. Flyntlok users have requested that the unnecessary extra spacing be removed from PDF documents generated from the POS.
Cause/Correction:
We have updated the Point of Sale PDF allowing item descriptions to be broken up between two pages.
Complaint:
Users reported an issue when they were adding an Item onto an existing Sales Order where that Item already had previously been added to the SO and where they merged the two line items into one. In this scenario, the Purchase Plan would only account for the original Line Items' order quantity and did not reflect the updated merged quantities.
Cause/Correction:
Fixed. Purchase Plans will respect the combined quantity set from the Point of Sale.
Complaint:
Service Managers were experiencing an issue when applying a deposit to a Service Work Order where, the deposit was not auto-populating onto the final invoice.
Cause/Correction:
Fixed. The deposit will auto-populate on the final invoice.
Complaint:
Users were experiencing an issue when trying to invoice a Work Order with both Warranty jobs and Customer jobs. The customer invoice that was generated displayed costs on items associated with Warranty jobs when they should show up as $0.
Cause/Correction:
Fixed. All the warranty jobs, parts, and labor are included on the customer bill at $0 cost and $0 list.
Complaint:
Rental Managers were experiencing an issue when closing a Rental Contract, where the Contract had been fully paid for on a previous invoice including all fees and charges, Flyntlok was still generating a final invoice for $0.00.
Cause/Correction:
Fixed. Flyntlok will close the Rental Contract and no additional invoice will be generated.
Complaint:
Users were running into an issue when attempting to see how many of a certain Machine Model their company has sold, from the Sold Machines report. The report was excluding results due to a max capacity set at 15,000 results per page.
Cause/Correction:
We have increased the results limit of the Sold Machines report to 25,000.
(And kudos to you folks for selling more than 15,000 machines.)
Complaint:
Salespeople were having issues with Customer Sparks Orders not displaying the Stock available to transfer from other branch locations.
Cause/Correction:
Fixed. Spark Orders will display available stock from other branch locations. This information will be indicated by the (*) icon in the item line's QOH box.
Complaint:
Ok, bear with us here as this is a confusing bug: If a user took a Deposit (e.g. $50) on a Work Order then the Customer has a balance of $50 (since the WO is still in progress). Then you later go and sell a part to the Customer for $30 and you apply the payment using the “Deposit” payment type. The balance for the Customer should now be $20 since you just used part of their earlier Deposit for this sale. Later you go and finalize the invoice for that original $50 Work Order. The Customer should only have a balance of $20 now, but the invoice for the Work Order was still showing the original $50 deposit. Later you find out the Customer owes you $30!
Cause/Correction:
Fixed. The Work Order will now know if the deposit was partially (or completely) used on a separate transaction.
Complaint:
Service Managers were seeing a discrepancy between the timestamps displayed on the service technicians' "Timecard" Report and the actual Work Order.
Cause/Correction:
Fixed. We have addressed a timezone error on the "Timecard" report. Flynlok was incorrectly displaying clock-in/out times in the Alaska standard time zone regardless of the company location.
(Lesson learned: World does not revolve around Alaska.)
Complaint:
Flyntlok users were receiving an "Error Sending Message, Contact Flyntlok for Assistance" notification when attempting to send an SMS text message from the CRM Hub when there is an invalid phone number.
Cause/Correction:
We have updated the message displayed when attempting to send SMS messages with invalid phone numbers. (N.B. Flyntlok does not know if the number used is in service or is capable of receiving SMS messages, simply that the number/format was not valid.)
August 2nd, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Flyntlok users would like a way to better manage Work Orders that contain Warranty Jobs. It would save time if users could invoice both Warranty related and Non-Warranty Jobs on the same WO because currently, Flyntlok requires two separate Work Orders.
Solution:
We have added a new setting that your Administrator can set which will then create multiple invoices for each Work Order that contains Warranty and non-Warranty related Jobs. We have also added a new field on the Job level called Warranty Customer which will default to the Vendor of the Machine associated with that job. If a WO has multiple Warranty jobs associated with different Vendors, Flyntlok will generate a separate invoice for each of the different Vendors. The invoice for the final Customer will show zero cost for any Warranty related jobs.
To relate a Vendor to a Warranty Customer, we have added a new field to the Customer edit page where you can specify the Vendors related to a Warranty Customer. (A Warranty Customer is a customer record in Flyntlok to which you would invoice work completed on a Warranty for a Vendor.) You can only set Warranty Vendors if the Customer type is set to Warranty.
Opportunity:
Service managers have requested the ability for techs to be able to switch users from within the Mobile View on a single shared device. Currently, Flyntlok allows only administrators the ability to switch between alternate users' Flyntlok profiles within the company and only when in the Desktop View.
Solution:
We have added the Switch User feature to the Mobile view. You will now see the Switch User icon 
in the top right corner of the Mobile View's home page, and we will display the name of the now-current user below the navbar, making it clear who is logged in. This is a client-based setting. Please reach out to the Flyntlok support team if you would like this set up!
Opportunity:
Service managers have also requested the ability for technicians to create new Work Orders directly from the Mobile View on a single shared device. Currently, the new Work Order button of the Mobile View takes you to the Desktop Work Order creation page.
Solution:
We have created a mobile version of the Work Order creation page.
Opportunity:
Flyntlok Purchasing Managers would like the ability to combine Special Orders along with regular Stock Orders when using the Flyntlok Draft Stock Order page. This will save time by allowing users to combine these orders with fewer steps than before. There is currently no way to combine quantities from the Draft Stock Order.
Solution:
We have added a column that will display the Special Order amount that is contained on a Special Order PO located next to the recommended quantity, in addition to the existing Order Qty field. If the user clicks on the drop-down arrow on the part, under the “Open Special Orders” there is a “Merge” button that allows for the combining of the Special Order with this Stock Order. Flyntlok then “reserves” the Special Order quantity.
Opportunity:
Flyntlok users have requested a centralized Purchasing Report that shows the value of demanded items with the ability to generate a purchase order based on the demand.
Solution:
We have added a new "Purchasing Hub" report that will summarize the value of demanded Special Order and Stock Order items by Vendor or Distributor. From the report, you will be able to generate a Draft Purchase Order to purchase the Special Order items, Stock Order items, and any other items under that Vendor or Distributor.
Flyntlok Administrators will have the option to add this new report to the Left-Hand Navigation Menu by navigating to the "Admin Editor Wrench" 
icon in the upper right corner of the home screen, then select the "Navigation" option from the drop-down. The Purchasing Hub report can be added to either the Parts or Purchasing tabs of the Navigation Menu.
Opportunity:
Flyntlok users would like to specify whether a contact can be included in email or SMS text messages directly from the Contact's Dashboard. Currently, if the contact is not set up to allow SMS/email correspondence, users will have to navigate to the Customer Dashboard to edit this setting.
Solution:
We have added the "allow email/text" flag to the Customer Contact Dashboard.
Opportunity:
Salespeople have requested the ability to edit a Machine directly from a Sales Order. Currently, when a Machine is added to a new Sales Order, Flyntlok supplies a link to the Machine's Dashboard. However, there is no option to click on a link that brings users straight to the Edit Machine Information page.
Solution:
We have added a new 
icon to the Machine item line in the Point of Sale, which will redirect users to the machine edit page when selected. This will save users extra clicks!
Opportunity:
In the original Payments screen, Flyntlok offered an "Apply and Process" option that would auto-order the associated Sales Order, removing the additional step of manually clicking the Order button after processing payment. The new and updated payment screen lacked this "Apply and Process" option. ( This new payments screen is only currently only available to users of the new Clover Payment devices. If you wish to upgrade your payment devices, please reach out to your friendly Flyntlok consultant or a Gravity Payments representative.)
Solution:
We have added the "Apply and Process" option to the new Payments screen.
Opportunity:
Salespeople have requested that the payment date displayed on the item line in the Sales Order be added to PDFs generated from the Point Of Sale.
Solution:
We have added the payment date to the details of the payment lines on the PDF copy.
Note- This will not backfill on existing payment lines.
Opportunity:
Flyntlok users have requested Machines that have been set with a Primary or Secondary class have this information displayed within the Machine's Dashboard. This information is also displayed within the information display of a Machine when adding to a Work Order.
Solution:
We have added a new "Class" section to the Machine's Dashboard and to the information display of a machine on the Work Order creation page.
Opportunity:
Salespeople have requested an indicator of Stale Parts be added to the item searcher of the Point of Sale.
Solution:
We have added a Stale parts indicator to the item searcher results. If there is QOH of an item at a different location, Flyntlok will show an asterisk in the QOH box of the searcher to indicate that the item is on hand at another location. If there is QOH in another location and the part is stale, it will indicate as such by red text and the asterisk. Hovering over the QOH box will show the status and the QOH in alternate company locations
Complaint:
The Item Dashboard was displaying incorrect On-Order Quantities when there were still Receiving Quantities on open Voucher/Purchase Orders. The On-Order Quantity shouldn't include Received Quantities, even if the Voucher/PO was not closed.
Cause/Correction:
On-Order Quantities now reflect Received Quantities regardless of the status of the PO.
Complaint:
Users could reverse a Sales Order while it was still posting to QBO.
Cause/Correction:
Fixed. Our development team was able to update the QBO settings to block a reversal if the transaction is still processing.
Complaint:
Flyntlok users have been experiencing an issue where the printed invoice of a split Sales Order did match the invoice on the Flyntlok screen.
Cause/Correction:
Fixed. This issue was caused when one of the split invoices was deleted. In that instance, the master invoice was not removing the details from the deleted invoice. The printed master invoice will no longer include the deleted split invoice details.
Complaint:
Flyntlok should display a warning message to users when attempting to create a new Machine if the Serial Number is associated with another Machine in your inventory. Currently, this message is only displayed when creating new Machines via the Left-Hand Navigation's “New Tab.” Flyntlok users have requested this message also be displayed when using the Machine Quick-Create functions from the Point of Sale and the Work Order creation page.
Cause/Correction:
We have added a Duplicate Serial Number warning to the machine quick create features.
Complaint:
Flyntlok users were able save the Model without a Make.
Cause/Correction:
The Make field is now required when creating/saving a Model.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
