Accounting

Canadian Tax Registration Number

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.

Service

Displaying Service Requests on the Work Order Dashboard [#61609]

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:

Re-Sending Work Order Estimates [#61496]

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.

Service Scheduler Filters

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:

Highlighting Selected WOs on the Service Scheduler

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.

Calendar Scheduler Week View Default Start Time [#61970]

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.

CRM

Auto-Fill City from Canadian Postal Codes

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!

Edit Address on CRM Leads [#61684]

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.

Purchasing

Machine Purchase Order Voucher Bill Numbers [#61671]

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.

Break Core Links on PO/Voucher [#61801]

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.

Last-Used Layout on Vendor Draft PO Page

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.

Resolved Issues

Incorrect Order Quantity on Receiving Voucher Substitutes [#61533]

Complaint: Sometimes when Substituting an item on a Receiving Voucher the new and substituted items would have order quantity set to 0.

Correction: Fixed.

Lack of Error Message Detail on Receiving Voucher [#61531]

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.

Empty Quantity Field Allowed on Transfers [#61497]

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.

Empty Search for Replacements on Rental Dashboard [#61550]

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.

Inventory Sprint Checkbox Not Persisting [#61464]

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.

Salesperson for Stihl Registration [#61696]

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.

“Text Us” Button on External Websites Not Showing Up In All Pages

Complaint: Sales Managers noted that Flyntlok’s CRM "Text Us" button on their marketing websites was not appearing on all pages.

Correction: Fixed.

Allocated Quantities Incorrect Sometimes on Receiving Vouchers [#61813]

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.

User Interface Issues On Service Scheduler

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.

Lack of Display of Linkage Information to Shopify [#61864]

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.

Time Warp. Users Clocking-Out Before they Clocked-In [#62087]

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.

Error Saving New Work Order Statuses [#61940]

Complaint: Sometimes when adding a new Work Order Job Status users were getting an error on save.

Correction: Fixed.

Incorrect Price on Quote Generated from a Lead [#62066]

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.


Last Release Notes

January 29th, 2025 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Service

Scan Mode on Work Order Parts Request

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.

Enhancements to Scheduled Work Orders on Mobile [#60285]

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:

  1. Access two separate tabs on the "My Work" page
  1. Filter scheduled Work Orders by their scheduled start date

Receiving

Close Associated Machine POs when Closing Voucher

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:

MPO Voucher Machine Cost of PDI

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:

Sales

Bulk Model Options Pricing Update

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.

CRM

Customized Reviews Requests [#57726]

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.

Managing CRM Sources

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.

Resolved Issues

#60472

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.

#60534

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.

#59497

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.

#60656

Complaint: Inventory managers mentioned that they were sometimes unable to delete Vouchers from a Part Purchase Order.

Correction: Fixed.


Last Release Notes

January 1st, 2025 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

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