Opportunity
Managers from Canadian stores requested their Tax Registration Numbers to be displayed on Invoice PDFs.
Solution
The Tax Registration Numbers have been added to invoice PDFs. To enable this feature, contact your Flyntlok consultant with the relevant Tax Registration Numbers for your stores.
Opportunity
Service Managers requested the ability to see information about the Service Request that a Work Order was generated from when looking at the Work Order.
Solution
We added a widget on the Work Order Dashboard under the Machine information widget that displays information about the Service Request:
Opportunity
Service Managers requested the ability to re-send Work Order Estimates to Customers, as these sometimes get deleted or go to spam accidentally. Previously, Service Managers had to create a new Estimate every time they wanted to re-send one.
Solution
We added the ability to re-send the WO Estimate.
Opportunity
Users needed more advanced filtering options to efficiently manage Work Orders on the Service Scheduler. Previously, they could filter scheduled work orders but lacked the ability to:
Solution
We’ve enhanced the scheduler with new and improved filters:
Opportunity
Users had difficulty locating specific Work Orders in the calendar view when many were displayed. They needed a clearer way to identify a selected Work Order from the filtered list.
Solution
Now, when users hover over a Work Order card in the filtered list on the left sidebar, the corresponding event on the calendar will be highlighted.
Opportunity
Service Managers reported that when adding Work Orders to the scheduler in Week view, the default start time was incorrectly set to 12:00 AM.
Solution
The default start time has been updated to 6:00 AM or the start of the business's configured hours.
Opportunity
Canadian users requested the ability for Flyntlok to automatically populate cities and provinces based on Canadian postal codes when filling in Customer information. We previously only supported US Postal Codes.
Solution
We now support postal codes for our neighbors up north/east!
Opportunity
Users were unable to edit the address of a CRM lead after it had been created. While addresses could be added during lead creation, they became uneditable afterward.
Solution
We have enabled the ability to edit addresses on existing CRM leads.
Opportunity
Accountants requested that bills generated in QuickBooks Online for Machine Purchase Order Vouchers have the Machine’s serial number set as the bill number, so that bills can be more easily tied to the machine they are for.
Solution
We introduced a setting to make this happen. Contact your friendly Flyntlok Consultant to have it enabled.
Opportunity
Purchasing staff needs the flexibility to break the core line link between Purchase Orders and Vouchers. This capability is essential in scenarios where vendors invoice the core separately from the part, requiring them to be received on separate vouchers.
Solution
A new option has been added to allow users to break the core line link directly within a PO or Voucher. This change does not impact Sales Order linking but enables treating the part and core as separate items on a case-by-case basis.
Opportunity
Purchasers mentioned that when using the Vendor Draft Purchase Order page, they found it cumbersome to have to switch to a saved layout that they preferred using every time the page loaded.
Solution
Your last used layout will now be loaded when using the Vendor Draft PO page.
Complaint: Sometimes when Substituting an item on a Receiving Voucher the new and substituted items would have order quantity set to 0.
Correction: Fixed.
Complaint: Parts Receivers reported that they would sometimes receive an error when trying to delete an attachment on a Receiving Voucher, but there would be no explanation of what the error was.
Correction: We now show specific error messages, such as when a User does not have permission to delete a file.
Complaint: When transferring parts to a different store location from the Sales Order page, users were able to leave the quantity field empty, resulting in transfers with no specified quantity after form submission.
Correction: Added validation to the form to ensure the quantity field is required.
Complaint: When replacing a machine on the Rental Dashboard, the search results were sometimes empty if all machines of the searched model had conflicts.
Correction: The searched Model now returns results even if all machines have conflicts.
Complaint: Users encountered an issue where the "Exclude All Zero-Qty" checkbox on Inventory Sprints would not persist after refreshing the page, requiring them to re-check it each time.
Correction: The "Exclude All Zero-Qty" checkbox now persists after being checked.
Complaint: When registering Stihl machines, sometimes Stihl would not include the selected Salesperson in the new registration.
Correction: Fixed. Flyntlok is now sending a different identifier for the Salesperson that should more reliably match in Stihl’s system.
Complaint: Sales Managers noted that Flyntlok’s CRM "Text Us" button on their marketing websites was not appearing on all pages.
Correction: Fixed.
Complaint: When receiving a part on a Receiving Voucher, the allocated quantities on the item dashboard would sometimes not update correctly.
Correction: Fixed. If you had a PO with items linked to a work order and merged that PO with another PO the item allocation went away.
Complaint: Service Managers noted that when applying filters in the Service Scheduler, the matching Work Orders were hidden behind the filters User Interface, leading to confusion.
Correction: Fixed. The filters UI no longer obstructs the list of results, ensuring all filtered Work Orders remain visible.
Complaint: When connecting a Flyntlok Item, Model, or Machine to a Shopify Product or Product Variant that was already linked to Flyntlok, nothing would happen to that new item.
Correction: Fixed. Flyntlok will now show any existing Flyntlok link below the Shopify Product or Variant and warn you that re-linking this Shopify Product will break that link.
Complaint: Users were able to enter a Clock-Out time earlier than the Clock-In time when manually inputting labor on a Work Order Job, leading to incorrect billable hour calculations.
Correction: Fixed the problems that would mess up the space-time continuum. Added validation to ensure Clock-Out time cannot be earlier than Clock-In time.
Complaint: Sometimes when adding a new Work Order Job Status users were getting an error on save.
Correction: Fixed.
Complaint: Salespeople noticed that the machine’s list price on a Quote generated from a Lead would not use the sale price if the machine had an active sale.
Correction: Fixed. Creating a Quote from a Lead with machines on it will now use the active sale price for any machine on sale.
January 29th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Searching for parts can be oh-so-tedious. Techs have asked for the ability to scan a barcode to add parts to a job.
Solution
When you’re requesting Parts for a Work Order, you can now click a button to enter “Scan Mode” which lets you use a barcode scanner to add Parts more quickly.
Opportunity
Technicians requested an improved way to view their scheduled work orders on the mobile view.
Solution
The "My Work" page on the mobile view has been redesigned to provide a more user-friendly experience. If the "Show Technicians Scheduled Work" setting is enabled, Technicians can now:
Opportunity
Purchasers wanted a more streamlined way to close out a Machine Purchase Order after receiving it fully on a Voucher. Previously, they had to first close the Voucher, then find its associated PO and close it separately.
Solution
When completing a Machine Receiving Voucher that moves any of its associated POs to "Received" status, users now have the option to immediately close the PO. When applicable, this prompt will show up after clicking the Complete Voucher button:
Opportunity
Managing pre-delivery inspection (PDI) costs efficiently has been a challenge, especially for dealers handling high-volume orders. While some equipment dealers often use work orders to capitalize PDI costs against units, this approach is too time-consuming and inefficient when managing numerous smaller units.
The existing PDI field on Machine Receiving Vouchers didn’t allocate costs to units when posting, creating additional manual effort and inefficiencies.
Solution
To streamline PDI cost management, we've introduced a new feature that allows you to allocate PDI costs directly on machine Receiving Vouchers. This update simplifies workflows and ensures more accurate financial reporting.
Key Enhancements:
Configuration:
To set the PDI account, navigate to Flyntlok Settings and configure the account as shown below:
Opportunity
Managers requested the ability to update Model Options Pricing in bulk to align with the model pricing matrix.
Solution
A new feature in the “Bulk Model Update” allows managers to update Model Options Pricing automatically when running a Pricing Matrix against a Model. This ensures that all associated Options are priced correctly based on the latest Matrix.
Opportunity
Salespeople wanted a way to personalize the message sent to their customers when sending them a request for a Google or Facebook review. While we previously supported adding text to a Review Request, a Salesperson's customer was sent the same message template that could not be edited.
Solution
Administrators can now configure the default message by navigating to Flyntlok Settings -> CRM Settings -> General -> “Request A Review” Message,
This default message will prefill the message body when requesting a review. You can modify the message as needed before sending it.
The message will be sent to the customer with the review links included. Here is an example message shown as a text and an email:
Note: If this is not configured, a basic message template will be used instead.
Opportunity
Sales Managers needed greater flexibility in customizing “Lead Sources” within their CRM systems. This level of customization allows for more accurate and insightful reporting while better aligning lead tracking with the unique needs of their business. Previously, the lead sources were not customizable, limiting managers' ability to adapt the system to their specific workflows. (Or they had to call us and ask us to hard code a value for them.)
Solution
To address this, we’ve enhanced the CRM “Lead Sources” flexibility to enable full customization. This empowers sales teams to better manage and refine their “Lead Sources”, resulting in improved reporting and streamlined lead management. And more customers!
Key Enhancements:
With this update, your CRM system becomes more adaptable to your business, ensuring that lead management is precise, efficient, and tailored to your needs.
Complaint: Salespeople mentioned that a Contact’s Tags would not show on the Customer Dashboard if the Contact was a Primary or Accounting Contact.
Correction: Fixed.
Complaint: Users (well, Wayne) noted that when trying to access a Vendor's website URL via Vendor Dashboard, the link would not work if it didn’t start with “http://” or “https://”.
Correction: Fixed. The link now supports more URL formats.
Complaint: Accountants noted that while editing a Machine, the Accounting Transactions preview would sometimes display the wrong accounts.
Correction: Fixed an issue where, on depreciating Machines, the Accounting Transactions preview would incorrectly display the Vendor account instead of the account that was set on the Machine. This was a visual-only bug and did not have any direct effect on accounting data.
Complaint: Inventory managers mentioned that they were sometimes unable to delete Vouchers from a Part Purchase Order.
Correction: Fixed.
January 1st, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!