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.
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.
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.
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!
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.
We have created a mobile version of the Work Order creation page.
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.
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.
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.
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.
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.
We have added the "allow email/text" flag to the Customer Contact Dashboard.
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.
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!
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.)
We have added the "Apply and Process" option to the new Payments screen.
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.
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.
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.
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.
Salespeople have requested an indicator of Stale Parts be added to the item searcher of the Point of Sale.
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
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.
On-Order Quantities now reflect Received Quantities regardless of the status of the PO.
Users could reverse a Sales Order while it was still posting to QBO.
Fixed. Our development team was able to update the QBO settings to block a reversal if the transaction is still processing.
Flyntlok users have been experiencing an issue where the printed invoice of a split Sales Order did match the invoice on the Flyntlok screen.
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.
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.
We have added a Duplicate Serial Number warning to the machine quick create features.
Flyntlok users were able save the Model without a Make.
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!
We have added a new setting to the purchase order receiving voucher, allowing users to mark an item voucher as paid via credit card. You will now see an"Already Paid" Checkbox in the in Voucher Details section of the receiving voucher. When the box is checked, you can use the dropdown populated with a list of accounts to select the checking or credit card account this was paid with.
When this box is checked and an account is selected, Flyntlok will create a JE, instead of a Bill, to record the transaction.
We have added a new icon to the machine's dashboard. Displayed in the corner of images which are publicly available.
We have added an option to print a thermal ticket from the work order system. This option is under the main actions dropdown
When changing the status of a Work order Flyntlok requires you to log a reason for the change, this log is now visible from the mobile view. Similar to the desktop view these logs will be available under the activity section.
We have added the list price, cost, and minimum list to the machine's mobile view.
We have added a minimum order field to a vendor. This will allow you to set a minimum dollar amount for creating stock orders.
When set, the minimum dollar amount will be shown on the vendor dashboard. You will also see a warning message displayed on the vendor's stock ordering page, alerting you if you are below the minimum amount.
To set the minimum amount, you will navigate to the vendor's dashboard and select the Actions button. Actions->Edit
We now allow you to update a customer tax rules from the POS, as well as store them as the default set for all locations. Previously, this action could only be taken if a customer did not have rules applied to them.
You can now select between 4 different ways to apply damage waiver charges to rental contracts by default. These values can always be overridden on a per contract basis.
Never charge a damage waiver by default
Always charge a damage waiver by default
Charge a damage waiver if they are a cash customer
Charge a damage waiver if they do not have valid insurance on file
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
The Point Of Sale (POS) allows a user-friendly way to create Sales Orders (SO), quotes, and other internal documents. It offers a large range of customizable features that expedite and improve customer experience. These features include texting customers when parts arrive, sending out customer experience surveys, emailing customer invoices, and more.
Users can access the POS from the Quick Searcher by searching for a Sale Order. You can also click the Sales Order number wherever found in Flyntlok.
The most common way a user can create a Sales Order is by clicking the Shopping Cart icon located in the Top Menu Bar.
The other ways users can create a Sales Order:
Once arrived, a dashboard appears which includes blue tabs labeled:
The blue Customer tab is the initial tab opened when creating a new Sales Order. This tab prompts users to fill in Customer, Contact, Machine, and other general information. Head to the Customer article for further information.
The Shipping tab includes the ability to create, edit, and view customer Shipping Addresses, and designate inbound and outbound Shipping Methods. Head to the Shipping tab article for further information.
Clicking below the prompted Customer tab into the center of the POS or clicking above the Shipping, Detail, or Payment tabs, will reveal the Item Search Bar, Item Line Details, and other Sales Order Features. Go to the Item Search Bar article for further information on the following Look-up functions.
For further information on looking-up and entering Items in the Point of Sale, go to the Item Search Bar article.
In the homepage of your POS, users can access all necessary Sales Order Actions. Many of these features are displayed by relatable icons in the top right corner of the POS and include:
For further information on Point-of-Sale Actions, go to the Actions Articles.
By searching or scanning, items are added to the Sales Order. In each item line, users can:
Above the Shipping tab, users may view the status, the Sales Order number, view Downstream Operations, as well as choose to Delete or Order. Also, above the Activity tab, badges describe additional context of the Sale Order and Customer. For further information on Line Items, go to the Line Items article.
|Main Point of Sale Screen|
|E||Emails Sales Order|
|F||Fulfill all Items as Much as Possible|
|N||Adds a new note to a sales order|
|CTRL + O||Completes Sale|
|P||Prints Sales Order|
|1||Opens the Shipping tab|
|2||Opens the Details tab|
|3||Opens the Payment tab|
|4||Opens the header box|
|Tab/Enter||Either Tab or Enter can be used to switch from the parts searcher to quantity.|
|Shift + Enter||Starts a new line while typing|
|K||Keyed in Credit|
For further information on POS Hotkeys, go to the Hotkeys article.
Settings for the Point of Sale can be found underneath Editors (Wrench) -> Point of Sale. These settings allow users to adjust: