Point Of Sale Overview

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.

Getting to the POS

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.

 

Getting to the POS

Creating a Sales Order

The most common way a user can create a Sales Order is by clicking the Shopping Cart icon located in the Top Menu Bar.

Creating a Sales Order

The other ways users can create a Sales Order:

New Sales Order

New Sales Order from Customer Dashboard

New Sales Order from Item Dashboard

    New Sales Order from Machine Dashboard

POS Layout

Once arrived, a dashboard appears which includes blue tabs labeled:

Customer

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.

Shipping

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.

Details

The Details tab includes Customer Purchase Order, public and private message fields, and other actions and settings. Head to the Details article for further information.  

Payment or Actions

The Payment tab give you options to take Payment, Quote, Copy and more. Head to the Payment or Actions article for further information.

Activity

The Activity tab includes a Note Section, SMS options, and a link to the Sales Order Audit Logs. Head to the Activity article for further information

Item Search Bar

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.

 

Search Bar

 

Actions

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.

Line Items

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.

Line Items

Hotkeys

Main Point of Sale Screen
KeyAction
EEmails Sales Order
FFulfill all Items as Much as Possible
NAdds a new note to a sales order
CTRL + OCompletes Sale
PPrints Sales Order
1Opens the Shipping tab
2Opens the Details tab
3Opens the Payment tab
4Opens the header box
Tab/EnterEither Tab or Enter can be used to switch from the parts searcher to quantity.
Item Description
Shift + EnterStarts a new line while typing
Escape(Esc)Closes Pop-up
Payment Tab
CCash
RCredit
DDebit
KKeyed in Credit
AAccount

For further information on POS Hotkeys, go to the Hotkeys article.

Point of Sale Administration

Settings for the Point of Sale can be found underneath Editors (Wrench) -> Point of Sale. These settings allow users to adjust:

For further information on Point-of-Sale Administration, go to the Point-of-Sale Administration article.

Point of Sale Administration

Check out the newest updates to the Flyntlok Equipment Dealer Management System.

New 🆕

Volvo Extended Offer

We are now integrated with Volvo Extended Offer. When you order extended offer parts from Parts Linq, Flyntlok will receive order confirmations and shipping confirmations for these orders' styles.

Volvo plans to let you place these orders from your business system in Q3/4 of 2021.  We will add that functionality when it is available.

Enhancements 🙌

DMS WO - Clock Directly Into Job

When clocking into a DMS work order, you can now choose a job to clock into right away!

Flyntlok Equipment Dealer Management System

You will also see the option to clock in listed on the jobs as well.

 

Part Transfers

We made some small adjustments to the form for requesting parts transfers.  The first field in the form is now the "From where?" section.

We also now show you the QOH at the location in the dropdown.

 

Multi-Discounts for Customers

You can now give a customer multiple discounts. To do this, navigate to the customer editor. In the "Accounting" section, you can set the discounts.

These discounts must be pre-defined by an administrator at your business.

Reject Quantities on MRP Work Order

We will now show you the amount that has been rejected in the top banner of the work order.

Flyntlok Equipment Dealer Management System

PDF Flat Rate Jobs

We have adjusted the DMS work order PDFs to now account for flat rate job pricing.

New Vendor Notification

We have added a new task that will get created for one user, set at the company level when a new vendor is added. This will allow for the vendor's accounting configuration to be double-checked and prevent any incorrect postings.

Journal Entry Logging

We have added logging to the Flyntlok Journal Entry system.

Updating Bin Location

Now, when receiving an item, you will be able to edit or set the bin location.

 

Resolutions 🐛

DMS WO Clock Icon

The clock icon on the list of open DMS work orders will now be highlighted if any tech is clocked into the work order. Previously, it was only if the technician assigned was clocked in.

DMS WO - Template Labor Types

If a job template does not have a default labor type, we will default for you.

DMS WO - Template Parts

We found a bug that prevented draft parts orders from being created when adding a job template to a work order.  That is fixed, and adding a template to a work order that contains parts will create a draft order of those parts.

Incorrect Core Location

We've tracked down and resolved an issue with cores being added to purchase orders with incorrect purchasing locations. Occasionally, when an item was being purchased with a core, the core added to the purchase order was for the incorrect store location.

Notification Setting

We found a bug in notification settings where we were overriding your setting. That is fixed, and they should stick now!

 

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

 

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

© Copyright Flyntlok, Inc. 2019 - 2021