Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We want to make renting equipment easier for you!
We have added a new page to research machines and create rental contracts. You can access this page under the "New" section of the left navigation.
You can filter available machines based on customer requirements. Then, select the machines and attachments to add to the rental contract. The selected equipment will be moved to the Selected Machines section. Once all equipment has been selected, clicking the continue button will let you move forward with quoting or reserving the contract.
The Filter bar makes it easy to find a machine that meets your customer's requirements.
Machines that pass your filters will appear in the Machine section.
Easily see all of your machines and select the equipment that works best. You can select as many machines and attachments as needed. Selected equipment will be added to the Selected Machines section.
The Selected Machines bar allows you to add multiple machines to a single rental contact.
The Selected Machines bar allows you to edit the rental contract. You can see the equipment you have already added, delete machines, and view the machine's rate sheet. When everything is perfect, click continue at the bottom of the page to finalize the rental contract.
While we beta this new form, our existing form for rental creation will remain in place, so you can still you that one if you would like.
We're very interested in your feedback on the new page, so please let us know any suggestions by submitting a support ticket.
We have changed our Work Order Dashboard! Participating customers only; coming soon to everyone. This update to the work order dashboard comes with a tabbed layout giving more space to focus on the center point on the work order - jobs.
Jobs Tab:
We crafted the Jobs tab to show everything a technician would need to perform work. We scaled down the dashboard to the essential information, removing clutter.
Info Tab:
We designed the Info tab to meet the needs of a service manager or parts associate. The Info tab shows customer and machine information essential to your job.
We will be rapidly expanding the functionality on this page to include the following features:
Open beta should begin 06/30/2021. If you are interested in participating, please reach out to consulting@flyntlok.com and we can ensure you are included.
If you try to create a duplicate machine model, we will alert you!
If you already have model duplicates and want to clean them up. A company admin can go to Wrench -> Flyntlok -> Widgets and use the Merge Model Widget.
It is easy to disable emailing on a case-by-case basis. After reversing a sales order we recommend using this feature. This will prevent your customers from receiving multiple emails for the same transaction.
Moving forward, the Bond Loyalty/fleet accounts options will only be available for locations of your dealership that support Paccar. This continues our trend of decluttering; only showing the information you want to see.
You can now set a default primary/secondary class for models. This is done at the company level. To set this data, head to the Wrench -> Flyntlok -> Flyntlok Details. Under the model primary photo, you can set these defaults.
We allow you to set primary photos for a model in Flyntlok. This is the default for any machines created of this model. However, if you updated this photo, we weren't correctly updating the settings to make the new photo the primary photo. That has been fixed!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
Between today, May 27th, 2021, and June 9th, 2021, we want to reduce unnecessary mouse clicks within the application. Submit a support ticket with your idea to reduce clicks. As a team, we will determine the most impactful request, implement the changes, and reward that user with a $25 visa gift card!
If you have ever wanted to gauge customer satisfaction in real-time then we have the feature for you! We are adding the ability for you to automatically email surveys to your customers after certain actions in the system. For example, after you close a sale with a customer.
If you have interacted with Flyntlok’s help desk recently, you may have received a survey in your inbox almost instantly. While this alone is great, we wanted to take this feature a step further by building “triggers'' that will allow you to send the surveys either instantly, or after a delay chosen by your business. This tool will not only make your dealership look modern and professional, but also provide you with instant feedback from your customers.
We have teamed up with Survey Monkey as a partner for this feature. This allows Flyntlok to trigger actions for surveys and manage data necessary to tailor your survey. Survey Monkey manages the survey configuration and provides tooling and reporting around your surveys. The Flyntlok consulting team can assist with all of the setups.
This ad-hoc feature can be configured for you for a cost of 10 cents a survey. If you are interested in utilizing this, please contact us at consulting@flyntlok.com or submit a ticket within the application, and we will set up a time to discuss.
We are happy to announce that we are launching a new version of the Invoice/Sales Order PDF. We will be adding this feature by customer request in the coming weeks! A Flyntlok consultant will reach out to your management team for approval before adding your business to the beta test. This new sales pdf will soon become the standard within Flyntlok.
Biggest Improvements:
Over the course of the next two weeks, we will be working on a new implementation of the work order dashboard. This will be a job-centric dashboard with screen space optimized for tablets and laptops. Starting 06/09 we will launch a closed beta for this feature and open that beta to customers who are interested in trying out this new dashboard in late June.
Since we are making updates to our work order system, we will take this opportunity to update the job template editor as well. This will be finalized and out with our release 06/09!
Due to popular demand, we have added a new hotkey to our sales order page. “F” can now be pressed to fulfill as many items as possible on the sales order. We continue to encourage ticket submissions with click reduction ideas!
View Updated Hotkey Cheat Sheet
After using the mouse to select parts from the parts searcher drop down, the cursor will automatically move to the quantity field.
We added a link from the POS item quick add dialog to the full new part creation form. If you had some data already entered into this form, it will be saved and you will continue to edit the newly created part in a new tab. Just remember, the form has to be completely filled out before clicking the advanced button.
We will also start checking for duplicate customers. This should help prevent quickly adding customers that are already in the system.
Sparks Orders were being created with a user set to ”Flyntlok System”. In order to support downstream workflows (like purchase requests), we will assume the user clicking “accept order” will be responsible for that sales order moving forward.
We fixed a bug causing sparks machines photos to be different than Flyntlok DMS ones. This occurred when a machine's picture was updated from its original version.
We optimized this page for laptop uses. Since consignment locations are often remote or on service trucks, we made some layout changes that should give laptop users a better experience. Specifically, any action button should be accessible without the need to side scroll.
We added a button to remove out-of-stock items when transferring quantities to consignment locations. When this button is clicked, we will reduce the transfer amount to the max quantity available to get you closer to your target quantity. Previously, we removed the whole transer.
We realized the redirecting between work orders and internal quotes was choppy. We have implemented better redirects to help streamline the process. Upon completing an internal quote you will now be redirected back to the work order you started on. The system will behave exactly as if you bought the parts from an internal account; eliminating clicks and allowing you to enter additional work order data.
You might have run into an error while editing/saving your user settings (such as updating your personal photo) and not realized it. We have now updated that page to communicate errors to you, should one occur.
Being able to put a face to a name is more important now than ever. We made sure that all users are able to add a user photo. No permission is now necessary.
Users were mistakenly grading a work order before signing it as assembled or signing the first article inspection. Now, a work order must be signed as assembled before the option to grade the work order will be made available. If a work order requires first article inspection, that must also be completed before the option to grade will be made available.
This submission came from Gabe K during our click reduction contest. If your mouse left the space on the screen where the modal (pop up) was, the modal would automatically close. We understand that can be frustrating so we made sure that the modal stays open until you choose to click close or save.
We give an extensive breakdown of costs on ERP work orders. We went ahead and added them up for you! This can be found on your ERP work order dashboard.
If you have the user setting enabled to open your QuickSearch results in a new tab, we were not leaving the input after you submitted your search. When you returned to that tab, the QuickSearch guide would overlay over the page and block your view, requiring a click to close it. We have handled that for you now.
It is important that closed sales orders remain closed and not changed. A few users found that our new hotkey improvements worked a little too well; allowing notes to be added to sales orders after they were closed. “N” will now only add notes to work orders in draft status.
We have continued to improve on last week's core-focused improvements. You will now be able to find newly created cores in the parts searcher immediately after they are created. This will allow you to connect cores to parts immediately, smoothing your workflow.
We have added the ability to update, search and link machines to work orders based on the customer-supplied unit number. Previously, the technician had to supply the Flyntlok unit number.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have always allowed you to add a customer, item, or machine from the point of sale. However, we did not add or assign those things to the sales order you were coming from. Now, you can add each of these from the point of sale without leaving the page. Once you have added a customer, item, or machine, we will assign it to that sales order.
We recognize that it can be cumbersome to have to select your custom version of a report from the layout dropdown after the page has loaded. We will now remember the last custom report layout you had selected, and route you directly to that version.
It was brought to our attention that just about everywhere we deal with cores, we assist in managing the core. This fell short at receiving. We add the core to the PO on your behalf, but we make you receive it manually.
We have updated the receiving of cores to occur automatically when you receive the main part. While receiving the main part, you have the option to set the core cost and bin. We also will flag a part as having a core when viewing the PO and Voucher.
To reduce the amount of manual data entry you have to do, we have added a feature that will lookup the City, State, and Country based on the zip code you have entered. This feature is available anywhere in Flyntlok you are adding an address. Simply tab or click out of the zip code box to take advantage of the feature. Zip Code Lookup currently only supports domestic (US) zip codes.
When creating a pickup or delivery address for a rental, you will see the Zip Code field has been positioned before the city/state. After inputting the zip code and clicking the tab key, we will look up the city/state associated with that zip code and pre-fill the form on your behalf.
When creating or editing a shipping address on the point of sale, you will see the Zip Code field has been positioned before the city/state. After inputting the zip code and clicking the tab key, we will look up the city/state associated with that zip code and pre-fill the form on your behalf.
When creating or editing a customer, you will see the Zip Code field has been positioned before the city/state. After inputting the zip code and clicking the tab key, we will look up the city/state associated with that zip code and pre-fill the form on your behalf.
When creating or editing a vendor, you will see the Zip Code field has been positioned before the city/state. After inputting the zip code and clicking the tab key, we will look up the city/state associated with that zip code and pre-fill the form on your behalf.
Certain entities (i.e. invoices, work orders, machines, etc.) in Flyntlok may have thousands of logs associated with them. Previously, you could only review the last 200 logs. We have now added the ability to view all logs related to an entity. You'll see the option to page through all of the logs.
Note: The search function will only search through the page you are on!
After updating our costing calculations for our MRP work orders, it was suggested that we make it easier to review those costs. We have added sub-miscellaneous and sub-labor costs to the item dashboard.
We were requiring users to break out their calculators to get the expected total cost of a work order. We now give you an Expected Total Costs row in the Details of a work order.
Finding information related to the purchase order for a machine required digging through a few different pages. You can now view the details of a purchase order for a machine directly from the machine's dashboard.
Requiring two numbers to be input on cash sales causes confusion and takes up time. The Amount Applied to Transaction box will prefill based on the amount input into the Amount Tendered box.
We didn't offer an option to transfer items from one consignment location to another. Now, if two consignment locations use the same fulfillment location, you can transfer items between the two locations.
When restocking a consignment location, we didn't show the QOH of the item at the store. We now show the store QOH and, when restocking, will indicate if you have enough at the store to fulfill the target quantity at the consignment location.
A green “fulfilled” checkmark would not show on the line items that were billed out on a work order in certain instances. All items being billed on a final bill out of a work order are technically “fulfilled,” so we fixed the point of sale to reflect that accurately.
Pre-configured machine options that were set on a PO were not carrying through to the machine. We have fixed this so all selected options on an ordered model carry through to the machine record that is created.
We removed the date sync on machine PO’s a few weeks ago. This auto-sync was wreaking havoc on data in certain instances. We have added an option to sync these dates to all machines on the PO at your request.
If a machine search returns more than 500 records, we ask that you refine your search and provide you links to look for only sold or available machines. These links were broken after an update we made to the searcher. We have fixed them!
While editing a work order, you can now search for machines by the customer unit number.
We were not appropriately warning you when there was an error updating your user photo. Sorry! You will see an error moving forward.
When creating a core from the item creation/edit screen you were not able to immediately search those newly created items. We have fixed that and you can search those core items as soon as they are created!
We were accidentally routing you to our old support site for documentation on how to use markdown. We have updated that to point to the new site.
We fixed a bug that was causing the point of sale to warn you about machine sales when there were returns or trade-ins listed on the sale. You shouldn't receive a warning in those cases.
We fixed a bug that allowed you to add a note line with the hotkey "N" when a sales order was not in draft status. You will now only be able to use that hotkey when a sales order is in "Draft" status.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
When creating a stock order, you now have the option to consolidate all of your sales data across your locations. When this option is selected, we will sum up all of the stocking levels and historical sales per item. The PO will still be for an individual location.
We will now default price updates with the current margin of the price by default. This should save you some time and thought when you update the cost of a part if your margins are not changing!
From a machine dashboard, you can now print a report that includes the specifications of the machine and the service history of that machine. To print this report, click the "Customer" in the basic information section.
We will now attempt to assign a class to items that do not have a class assigned to them based on the other items on the invoice when posting to QuickBooks Online.
We have updated our error images. We hope you enjoy them as much as we do!
We fixed an error with calculating the average cost of a part on the EOD report.
April 14th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
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.
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 Escalated, OnHold, AccountingHold, or ManagementHold.
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
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.
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.
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.
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:
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!
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.
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.
Work Order Banner
When a work order is invoiced, you will see a new layout for the banner that appears on the work order.
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.
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.
Timecard Importing
We now let you import timesheets for employees that no longer work at your business.
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!
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.
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
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.
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.
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.
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.
Vendor Dashboard
We added a total row to all of the vendor widgets!
We also added a 'View More' tab to view more work orders for that 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.
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.
Reservations
You now have the option to reserve a machine for one day using the preset 'Day' button!
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.
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.
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.
Inventory Reconciliation Report
The inventory reconciliation report will now be sent out at month-end.
This report can be scheduled using the Report Scheduler.
Proposal Worksheet PDF
We fixed the naming convention of the proposal worksheet.
The file name will be much cleaner when saving and e-mailing.
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".
The tracking number must be exact!
Volvo Electronic Purchase Orders
How do I submit a part purchase order to 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!
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.
Inventory Reconciliation Report
We are updating the inventory reconciliation report. More information on the updates will be released in the coming weeks!
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.
This is the last security iteration.
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.
Invoice E-mails
This only impacts invoices with an account payment.
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.
Packing Slip
We fixed the issue with the pack slip footer being being illegible.
File Attachments
You can now attach files to issue reports!
Screenshots and images can help consultants troubleshoot issues!
You can also attach files to issue reports from the issue dashboard!
Microsoft Edge
You can now use Microsoft Edge as a web browser when using Flyntlok.
ERP Work Orders
We updated the layout of the new erp work order creation form.
Multi-file Uploads
You now have the option to upload multiple files at a once from a DMS work order dashboard.
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.
Scrapping Parts
You have the option to add comments when scrapping parts.
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).
Salvage Percent
We fixed an issue that prevented the machine's salvage percent field from saving.
Date Manufactured
We no longer pre-fill the machine's date manufactured field with the machine purchase order's creation date.
Attached Machines
If you change the location or responsibility of a parent machine, the location and responsibility of the attached machines change as well.
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:
Please check your Spam folder if you don't receive the e-mail within 30 seconds
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.
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!
We updated the Internal Asset Report (BETA), which can be accessed by clicking the green 'Management' link on the machine dashboard.
Epiroc Part PO
We fixed an issue that prevented part purchase orders from being sent to Epiroc.
Searching
You can now find sales orders via the shipping tracking number using "S? tracking number".
The tracking number must be exact!
Metric Override
You can now set the metric override to Exact, Min, or Max from the item dashboard.
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.
This update will impact all changes to purchase orders going forward!
Pending Actions
Flyntlok now supports adding comments to pending actions.
John Deere-Hitachi Integration
We are working directly in partnership with John Deere-Hitachi to stay on the cutting edge of their upgrades to the JDPoint, JDQuote, and JDWarranty services. As a result, you may notice some changes on those features in Flyntlok in the coming days, but we will do our best to keep you up to speed so you can continue to take advantage of those features.
More Security
JD’s upgraded system means Flyntlok no longer has to store your John Deere username and password in our system. This results in an overall more secure integration. This will also resolve the issue when an out-of-date JD-Hitachi password in Flyntlok results in your JD-Hitachi account getting disabled.
Warning
You cannot share JD-Hitachi credentials in our system. Every JD-Hitachi username/password pair may only be tied to one Flyntlok user.
Logging
We hit the drawing board on our logging system. We took this opportunity to shift gears and change how we handle logging on the back end. That should give you a much smoother experience loading extensive logs, and improve application performance overall.
Warning
You may notice a delay of up to 30 seconds before actions on a page will show up in the logs. Have no fear, the logs will appear!
Price File Notifications
We will now send out emails when we up date your parts prices from a vendor price file. If you would like to receive the emails, please reach out to your management team who can add you to the list.
Configuration
Managers, to add users to the price file notification list, go to your wrench on the top right of Flyntlok, go to Flyntlok, and then click Flyntlok Details. Here you can add the user’s email to the ‘‘price_update_notify’ field. Please separate email addresses with a comma.
Flyntlok currently receives price files from over 40 vendors, and we use these to keep your parts data up to date with the most current information from the vendor!
Service Dashboard
Popovers were added to the service dashboard to help explain each column. To get to the Service Dashboard go to your left-hand navigation, open the management drop-down, then click Service.
Machine PO
When using the purchase request feature, the newly generated PO will respect the cost the requester enters on the form. This should prevent duplicate data entry and keep your purchasing department rolling like a well-oiled machine.
Accounting Logs *Accountants and CEOs*
We have added more logging to all processes that happen on the Flyntlok QuickBooks page. Next to the title of the transactions box, you will see a View All Logs link. This takes you to a report of all those processes, the time they were executed, and who executed them. This is still a work in progress. We do not show the logging for Sales Receipts, Invoices, Refund Receipts, or Credit Memos yet.
This page may take some time to load, there are a lot of logs to report!
Price File Updates
We will now be sending emails when vendor price files get updated. If you would like to be notified when those get updated, please reach out to Flyntlok.
Accounting Accountants and CEOs
Accountants now have the ability to lock out sales orders from being reversed when they are ported into QuickBooks. This can be set up within the Flyntlok Details. If you need help with this, please contact us!
We have implemented a way for certain users to be able to reverse a sales order no matter the restrictions. Please contact Flyntlok to get this setup.
We have also added a button to the Accounting page that will load customer balances from QuickBooks into Flyntlok.
Point of Sale
Split invoices will now retain the same salesperson as the original invoice.
Item Purchase orders
If an item is special ordered, we will show the reserved quantity on the receiving voucher.
Vendor Dashboard
We've done a performance upgrade on the vendor information section of the vendor dashboard and added some new statistics. Also, we have added descriptions of the vendor dashboard statistics in our FAQ section.
Permissions
We've revamped the access control page. This should be easier to understand now with a new layout and descriptions about each permission. If you would like help creating a new role or adjusting users' access, please contact Flyntlok.
Item Searching
The 'CTRL+S' search function will perform like the search field on the point of sale. The search results will now indicate if an item has been superseded and show the parts it was superseded by. We will also show you alternates of the item you searched here as well.
Inactive items will now be included in the search results when using 'P?' in the top-left search field.
Lastly, the search field in Sparks was updated to function like the point of sale item searcher! This way Sparks customers can also see superseded and alternative items.
Transfers
We updated the logic behind item transfers. Please take a look below to better understand this new process.
All transfers that are in transit at the time of this release will use the updated process.
Also, you can no longer delete a transfer that has been "received".
Journal Entries
We now validate the name selected when the Account type is payable/receivable.
DMS Work Order
You now have the ability to add a new job when creating a work order! The job will not have any estimated hours, work requested, or labor type. You will have to set those on the work order.
You also have the ability to add jobs directly from the work order dashboard.
Service managers can add parts, edit, and delete jobs from work orders whenever they need to. Technicians can add parts, edit, and delete jobs when the work order status is new or estimate. Technicians can also take these same actions when they are clocked-in and the work order is outside of these two statuses.
All changes to invoices, jobs, and labor will update without refresh.
We added the ability to transfer sales orders to different jobs and work orders.
Sales orders can only be transferred when they are in draft status.
Enhanced logging will be added to keep a timeline of all actions taken on the work order
Work Order Job Templates
Templates can now be attached to a vendor and are no longer attached to a model. For example, if you create a job template for the vendor Bobcat and make the job mandatory, every time you create a work order for a bobcat machine that job template will be attached.
You can also attach files to work order job templates that will show up on the work order the job template is used on.
Broadcast
On your left hand navigation go to Documents. When you upload a file, you have the option to "Broadcast" the file. This will allow you to send a banner notification to your business. This works great for informing your employees about S.O.Ps!
Here's an example of the banner notification.
Parts Metrics
Previously, the parts metric calculation only ran during our nightly process. Now, you can run this calculation on demand per vendor.
Parts returns
Previously, we allowed you to make a return for a part with 0 quantity on hand. Now, a part must have at least 1 on hand and we limit the max quantity allowed for return to the part's quantity on hand.
Point of Sale
We removed the item merging feature on the point of sale.
QuickBooks Journal Entries *Accountants and CEOs*
This week we are releasing a brand new feature that allows you to do the following:
To create a new journal entry go to your Admin Editors-> Accounting -> Journal Entries
You will have to log out and log back in to see this new menu item!
QuickBooks Bills
For those of you who use Bill.com to post bills to QuickBooks Online, we will now autosend all vendor credits that are uploaded in Flyntlok to Bill.com. These can then be turned into vendor credits in Bill.com and in turn QuickBooks Online.
Please reach out to Flyntlok for more information
Dropshipping
When over receiving a dropship order, the over-received quantity doesn't hit your inventory.
The "Order" button is no longer disabled when the quantity on the sales order doesn't equal the ordered quantity.
Item Inventory
We rolled out a major enhancement to inventory management. We no longer include special order quantities in the item's 'Stock On Order' quantity when creating a stock order. Let us know if you have any questions!
Machine Purchase Orders
You now have the ability to attach a file when adding a purchase request. The file will also be attached to the purchase plan as well as the purchase order!
You can also add model options to the machine purchase order!
The Vendor Invoice and Date Invoiced fields on the machine purchase order will now be transfered over to the machine dashboard!
Lastly, we added extra permissions around editing a machine purchase order. Please reach out to Flyntlok if you want to set this up!
DMS Work Orders
When filling out an Equipment Condition Report, the "Other Damages Additional Comments" will be added to the "Work Requested" field on the work order that's created to fix the damages listed on the Equipment Condition Report.
Point of Sale
We enhanced the log details when a purchase plan is deleted that's linked to a sales order. Previously we displayed the item's internal ID, now we show you the item's name!
Point of Sale
The invoice margin calculation now considers the discounts applied to the invoice.
Also, if an invoice is a Drop Ship, we will show you a "Dropship" badge on the invoice!
Machine Purchasing
When requesting the purchase of the machine, if the model is created in the purchase request, we will now require a description of the model being requested.
Rental Reversal
When a machine is checked in on a rental contract, you now have the ability to reverse that machine back to a checked-out status.
The checked-in information will not be removed when the machine is checked back out. That information will need to be manually removed.
Stock Purchase Orders
You can now remove all items that have a recommended quantity of 0 when creating a stock order. Simply check the box on stock order creation to have all of those items removed.
Searching
Item searching on the point of sale has been completely revamped to help you find what you're searching for faster! The item searcher now does the following:
We will continue to refine this over the next week. Any and all feedback is welcome!
Items
You can now control whether or not an item can be purchased! If the "Item can be purchased" field is un-checked, the item cannot be requested for purchase, and will not populate on recommended stock orders.
Danger
If the item type still allows this item to be sold, we do not prevent you from creating special orders for this item.
You can now choose the item's quantity that is used in an item group. This can be done when editing the item.
Item Purchase Orders
When using the purchase order exception feature, you can select 'MinQtyOverride' to enter a minimum quantity that can be ordered. We will add the exception to the description on the purchase order as well as update the item's settings!
The purchase order exception feature will now notify the user who requested the purchase by sending an orange banner on the user's dashboard. If the purchase order is linked to a sales order the salesperson who created the sales order will be notified of the exception! Here's an example of what the notification looks like:
Chosing the PO exception reason "Discontinued" will break the link to the sales order. After discontinuing the item, the item's description on the sales order will be updated with the following message: "Order cxld from PO". The salesperson who created the sales order will also receive the following notification:
Tip
The PO exception feature will not alter a "Delivered" sales order on substitution. To close out a sales order you must reverse or remove the line from the sales order.
The 5 most recent notes are now included on the receiving voucher PDF.
There's a new Invoice Date field on the receiving voucher that we will use to post to QuickBooks. If this date is not set, the most recent receive date will be used.
Stock orders can now be used to fulfill special orders. If there is a stock order already created with the item that's on the "pending" sales order, then we give you the option to "Merge" on the "To be Ordered" page.
Tip
You will only be able to do this one time per line on a stock order.
Point of Sale
The ability to refund a customer's deposit has been added to the point of sale. First, create a sales order then add a negative amount payment line.
Now you can click the "Refund Deposit" button to refund the customer's deposit.
Tip
The customer's deposit balance will not reflect the refund until the refund is processed by accounting.
Rentals
We added the following message to the rental PDF: "Fees below reflect estimated rent costs. Actual cost will be determined at check-in." This should help clear up some confusion for your rental customers.
DMS Work Orders
The work order job name is now visible in the Public Message text box of the internal sales order linked to the DMS work order.
Machines
You can now change the date sold when editing a machine.
Machine Purchase Orders
You now have the ability to add a machine comment that will be added to all machines on the purchase order when placing the order.
You can now upload files directly to the machine dashboard from the machine purchase order. To do this, click on a machine line, click edit, then click the 'Add New' link next to "Attached Files".
The machine's serial number can be seen on the machine purchase order, specifically on the machine's link.
Why can't I see my S/N's on the main machine PO page?
Since you can now have multiple quantities per line, we can only show you the serial number by clicking the gear icon, and opening up the details of the line.
We added a notes section on the bottom right of the machine purchase order!
Tip
These notes will not show up on the machine purchase order PDF. All fields lockdown after machine PO is closed, you still have the ability to edit the machines from the machine dashboard.
Accounting
You can now control whether or not files attached to receiving vouchers are sent to Bill.com.
Important
Head to your company's Flyntlok settings (Wrench -> Flyntlok -> Flyntlok) to configure your Bill.com settings if you are using that service to manage your payables.
When accepting a customer deposit/account payment, the Credit Card Service Charge is not included in the dollar amount that hits the customer's deposit/account. The Credit Card Service Charge will book separately.
Important
The item used to book Credit Card Service Charges must have an Income and Expense account assigned to it in order for us to book these charges properly.
Vendor Dashboard
The "Most Recent Purchase Orders" list on a vendor's dashboard will now include both machine and item purchase orders!
Sparks
When clicking view all orders, there is now a section to filter by the customer's PO number.
Point of Sale
When adding an address the state is no longer required for shipping addresses, unless the United States is the country chosen!
You can no longer enter a fulfilled quantity that's greater than the quantity ready on the sales order.
Machine Purchase Order
We now auto set the vendor to the model's vendor when converting a purchase plan to a purchase order. Previously, you had to manually update the vendor!
DMS Work Orders
When a workorder is in invoiced status, the internal parts orders can not be reversed or returned. You must roll back the final invoice for the work order to make any changes to the internal parts orders.
Core Transfers
When transferring an item that has a core the core will be automatically added to the transfer list with the item. If the transfer is linked to a sale, both the core and the main item being transferred will be linked appropriately.
Items
The Metric Override data can now be removed when editing an item. This can be found under the "Store Specific Information" at the bottom of the item edit page. Sorry!
Machine Purchase Order
This week we released our new machine purchase order system! Please check out the video below for more information.
Machine Purchase Order
The order quantity on the machine purchase order will default to a model's "Minimum Order Quantity". If the order quantity is below the "Minimum Order Quantity", Flyntlok will display a red box "Below Min".
Invoice Picklist
From the sales order, under the details tab, you can now generate a pick list of all unfulfilled items on the sales order.
Trade-Ins
When creating a trade-in machine from the sales order, there is now a field to link that trade into a previous machine in Flyntlok. Linking these machines will give you a link on the previous machine's dashboard to the newly traded in machine.
Problem Customers
When inputting a customer on a sales order, if the customer is marked as Problem Customer, we will give you a warning.
QuickBooksOnline Default Accounts
You can now see the default accounts that are connected to QuickBooks Online within Flyntlok.
Rental Machine Hours
When checking a machine out on a rental, updating the hours out will update the total hours on the machine.
Future Feature
Flyntlok will be releasing a new machine purchase order feature next week. Be on the lookout for a video explaining the new feature!
User Access
We created a new user permission that manages who can edit the customer's account and primary salesperson.
Machine PO - BETA
You can now edit machine details directly from the purchase order.
Tax Calculations
The tax calculator has been revamped to handle return sales orders.
Duplicate items on POS
When you add the same item that has already been added to a sales order, we will update the quantity of the original item added.
Issues on Vendor PO Page
All issues on the vendor purchase order should be fixed after this release!
New Vendor Stock Order
Flyntlok has a new stock order page! This will replace the old stock order page. Please check out our new Release Radar video to learn more.
Item Dashboard
We made some small changes to the Item Information section on the Item Dashboard. You will see most of the item's information without having to go to the item edit page. Click the arrow to view more information related to that section.
Item's Average Cost
On the item dashboard, under the Location and Quantity On Hand section, you will now see an item's average cost for each store location.
Cost of Labor and Parts on Work Orders
DMS work orders now also show the cumulative parts and labor costs at the top of the work order.
Work Order Invoice Number
We now show the final invoice number on the blue banner of invoiced work orders.
Clickable Links
There are many clickable links across Flyntlok, some of them open in new tabs, and others open on your current tab. We are currently working on making all links open in the same tab to keep it consistent across the board. When you see Flyntlok Equipment Dealer Management Software - icon next to a clickable link, that link will open in a new tab. If you want to open a link in a new tab that doesn't have the icon next to it Ctrl+Left Click on the link.
