Check out the latest updates to the Flyntlok Equipment Dealer Management System.
In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.
Then, you will be able to add a machine to each individual job.
Click the Info Tab to see a list of people that are clocked into a work order.
The customer will not see any notes that are added in the "Notes" section. However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.
When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.
Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.
Certain work order actions only need to be available to select users. Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.
If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.
From a rental contract, select "Request Signature" from the actions dropdown.
Then input the customers' email on the pop-up.
The customer will receive an email prompting them to e-sign the contract.
Then, the customer can sign the contract.
Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.
Remember, only items that are marked rentable will show in the searcher.
If you leave the box blank, the rental delivery fee will show TBD instead of $0. This allows you to bill the customer after the delivery has occurred. In this case, we recommend having your rates listed in the terms of the contract.
You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.
You can now see the last time a customer was surveyed on the customer's dashboard.
We have updated vendor searching from the search bar. It should be faster and show better results than before!
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 stock orders are received, Flyntlok will help find where they will be used best. If you have outstanding special orders for the same part; you will be able to move the stock order part onto the special order from the receiving pop-up.
Flyntlok now automatically checks to see if your rental customers' licensing is up to date. You can continue with the rental on a case-by-case basis.
To implement this check at your business go to the Wrench->Flyntlok->Flyntlok Details. Then under the rental section make sure "Require Valid License for Machine Checkout" is selected.
Flyntlok now displays a warning if you add a duplicate item to a sales order. Choose to either combine the item with an existing line item or create a new line item.
Don't receive this report? Reach out to consulting@flyntlok.com to get it set up.
Flyntlok will now verify fleet pricing on work orders. Add the customer's fleet number during work order creation or from the edit screen to take advantage of any discounts. We are continuing to further automate this process.
When a customer is changed on an existing sales order, any discounts will be recalculated. This will ensure every customer is charged the correct amount.
When inspecting parts on ERP vouchers the below error would occur. This has been fixed on all vouchers created after 6/30/2021.
After a Voucher has been closed it will be "locked down". Users will not be able to add or delete attachments, edit attachment values, or make changes to fees and credits. We remove the buttons altogether, see below!
Flyntlok will assume you are inputting days when a number is typed into the rental duration text box. You can still use "w" after a number to set weeks and "m" to set months.
Flyntlok had been setting the default salesperson to the first person shown in the dropdown; which is ordered alphabetically. The default first salesperson will now automatically be set to the user that is signed in.
The beta work order dashboard was not filling the Recipient(s) dropdown with customer emails. Flyntlok will automatically fetch emails associated with the company listed on a sales order. The system will then show the emails in the Recipient(s) dropdown on the "Email Report" page. This will make it faster to email quotes and receipts to customers.
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.
From a rental contract, you can now directly email a signature request to the customer! They will receive the request to sign it from their device. Once signed, a copy will be sent to the customer and salesperson and shown on the rental dashboard.
When transferring an item from a sales order, you could not quickly see if other store locations' parts were stale. We now show if a location's items are stale so that you can prioritize transferring those.
On the item dashboard, we were not logging when a bin location for an item was changed. Now, we will log the bin location change and the user who changed it. You can access the logs by clicking the "View Logs" link in the "Notes" section.
When an item is loaded into Flyntlok with a stock class, we will show that class on the item's dashboard. This is specifically for Peterbilt dealerships.
If an item is loaded into Flyntlok with an alternate vendor, we will display that vendor on the item's dashboard. This is currently just for Peterbilt dealerships. However, we will be looking to expand on this concept in the future. As of now, it's purely informational.
We were not allowing comments from an MRP work order when an item was being scrapped. Now, you will have a comment box to associate information when scrapping an item.
We have changed the naming of the browser tab for rental contracts. The tab will now show the customer name instead of the rental ID.
To fulfill fuel on a rental sales order, you had to click the Fulfill All button. We will now fulfill the fuel when the machine it is linked to is fulfilled.
You can now use the S search and be taken directly to a split sales order. Before, you could only find split sales orders using the S? search.
If your company has terms for work performed on customers' machines, you can now have that print at the bottom of your work order PDFs. Please reach out to Flyntlok, and we can get the terms added to your company account.
We were allowing users to be created without an email, first name, and last name. We will now show an error when a user is being created without adequate information.
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!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
When receiving items from a purchase order, you will now be able to update or set the list price and MSRP of the item. You will now see a check box below the cost box. Clicking this check box will bring up the price calculator that will assist you in choosing what your list price and MSRP should be by calculating on-the-fly margins.
You will be able to compare your past margins to the new margins to help find the best price point for the item.
When editing a work order, you can now edit the check-in time of the machine.
From a sales order, you will be able to report a lost sale for an item. You will see a sad face under the actions column of the sales order for each item. Clicking this will take you to a prefilled loss report for that item.
When a Sparks customer submits a sale, Flyntlok will pick either the Sparks customer's assigned salesperson, the salesperson assigned to their account in Flyntlok, or the Sparks Champion set for the company to be set as the salesperson of the sales order.
When viewing a machine move, we will now show the customer associated with that move in the Move Info section.
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
Flyntlok will be closed on Friday, April 2nd, in observance of Good Friday.
We have released a new feature that allows you to submit warranty claims from Flyntlok to the PACCAR eportal. From a Flyntlok work order, you will be able to open up a warranty claim that is prefilled with work order data!
To get to the PACCAR form, your location will need to be configured by Flyntlok to allow PACCAR submissions. Then you will want to make sure that the work order is set to type Warranty. When those two conditions are met, you will see a Start Warranty Claim in the work order dashboard's actions drop-down.
If it is the first submission from the work order, you will need to fill out the Claim & Vehicle Information section and then save the claim. This will generate the CF (Claim File) in the PACCAR eportal.
Once this is successfully saved, you will be able to select the jobs from the work order that you wish to submit a RO (Repair Order) for. This allows you to submit multiple jobs for one claim file or create multiple claim files from one work order.
When on a work order that you have already submitted a claim for, you will be able to go back to those previously submitted claims via the claim file selector or create a new claim.
If you have more questions, please reach out to Flyntlok. We will be able to provide a more in-depth Q/A about the warranty form and submission.
We have added more granular permissions around editing a machine. Below are the 7 new domains for machine permissions and the sections of a machine they control:
Flyntlok now supports the uploading of .EIF type files!
We enhanced the safety measures in place to prevent electronic POs from being submitted more than once.
We also now don't submit the core item from a PO to Epiroc or PACCAR. The core item will remain on the Flyntlok PO to be received.
We apologize for the headaches in the past week that were caused by slow customer searching. We have made some changes to make customer search lightning fast!
We released this feature a few weeks ago and are pulling it back to reassess. We will have a better method for this in the future.
March 24th, 2021 Release Notes
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
On the lower left of the item and machine dashboard, you will find a reported losses widget. We will show the 10 most recent loss reports for the item or machine.
Item Dashboard Widget:
Machine Dashboard Widget:
You will also be able to click the View All button to all losses reported for the item or machine.
When you are transferring an item to be used on a sales order, but not transferring enough to entirely fulfill the order, we now create a purchase plan for the remaining items. When the combination of the purchase and transfer is received, you will be able to fulfill the order and any excess received parts will go into the QOH.
We can now tailor your sparks portal closer to your business workflow. For example, if you do not do rentals at your business, we can disable that feature from Sparks. This also applies to showing work orders and machines.
We updated the common parts button on Sparks to show common parts for the customer, and if you have a machine selected, common parts for the machine associated with the sale.
We made sure to let your customers know that they must save their drafts to see their custom pricing discounts.
We made the modal when accepting payments on Sparks a bit more contextual. For example, if one of your customers is charging to their account, the modal previously said Enter Card. It now says Charge instead.
We have added the sales order number to My Orders view. The view now also sorts in the order the sales were created.
When merging a special order purchase plan into a stock order, if there is a core associated with the item, we will merge the core purchase onto the stock order as well.
March 10th, 2021 Release Notes
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 understand that some of your markets may be pretty competitive. To help, we now let you hide part numbers on quotes. This is a location-based setting that can be adjusted under your location settings. You must have administrative rights to Flyntlok to adjust.
We have changed the link on issue submission from our old FAQ site to the new one. You can check out the new FAQ site here!
You can now use W? to search for work orders. Here is a list of all the things that we will attempt to match with your search input:
We have updated the Flyntlok keyed-in cards system so that we are up to date with the most recent Gravity Payments standards. If you ran into any issues in the past week, it would have been due to this change not being implemented yet.
You can now sort your to-be-ordered board by items that can be merged into in-process purchases. If you are not familiar with this feature, it lets you take special order purchase requests and allocate them to an in-process stock order request.
You can now search for customers with the phone numbers of contacts associated with the customer. Before, you could only search for the customer record of the company and contact phone. We will now compare the phone number put into the customer contacts' mobile phone records.
Printing an item label will now show a shortened version of the item's description.
We will now send the line description through to QuickBooks even if the machine ID is not set on the line.
When adding the tracking number to the internal notes of a sales order, we will only show the tracking reminder notification once.
March 10th, 2021 Release Notes
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
Flyntlok is excited to announce a new integration with the Decisiv SRM platform. This is a service relationship management platform that is used to create and manage end-to-end service event workflow. Like Flyntlok, Decisiv is a cloud-based platform giving you access from any computer or mobile device.
Service management automates the asset maintenance and repair process from check-in to check-out. Repair details are included in each service event case that is created, including commentary from technicians, service estimating, and collaboration history.
Users can receive in-context communication at the point of service, curated and delivered based on their specific function and role. Customized alerts are provided based on preferences and criteria related to service events, from breakdown cases to estimated completion time, to downtime threshold notifications, and more.
Create electronic estimates and send them to the machine owner for approval. The machine owner is able to approve estimates from dealers or vendors; including line item approvals. Asset owners can accept, defer, or decline individual line items on the estimate.
Decisiv allows service providers to perform the vehicle check-in process from a mobile device. Users of the mobile app are able to easily find or add a vehicle into the SRM system, see in-progress service events, update mileage or engine hours, including a complaint, add and conduct an inspection, add operations and parts, attach pictures, and assign the service event to another user (eg. service advisor).
This mobile app, available on native iOS, Android, and HTML5, provides remote service event management capability. Technicians log in to assess a maintenance or repair situation, update repair status, and view asset details such as service history, warranty status, recalls, manuals, fault code information, and more.
Flyntlok and Decisiv can communicate work order information to each other. For example, you can create a case in Decisiv, and push that data into Flyntlok to create a work order. We will be continually improving on this integration over the course of the next few months to make it as streamlined as possible.
If you are interested in using this platform to assist in managing your service department on top of Flyntlok please submit a support ticket in the application and a consultant will reach out.
We have added the job name to the message of parts requests. You can also now check a box to have the WO status updated to "Parts Requested" if you have a work action setup for that status.
If you need this setup please create a support ticket and a Flyntlok consultant can assist.
We added item descriptions to the "Most Common Parts" section of the machine dashboard.
We added logging about who/what is changing when you edit a vendor.
When adding a machine into the system, and a model is not found, allow rent will be set to no by default on the new model.
We fixed a bug causing the inventory sprint count sheet to fail to render.
When editing a DMS Work Order we have added the option to clear the technician so you do not need to delete the technician's name before setting a new tech.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
