Opportunity:
A few large customers and some new Flyntlok prospects have found that QuickBooks online isn’t a fit for their business due to their ownership complexity, number of locations, multiple currencies, or for other reasons. We have been asked to integrate with the Sage Intacct accounting system.
Solution:
Flyntlok has been a proud integrator with Intuit’s QuickBooks Online, one of the premier accounting packages in the industry, since our inception. However, we are excited to add an integration with the Sage Intacct accounting package. Sage Intacct is the industry’s most modern, powerful, and scalable accounting software geared toward larger and more complex dealers, specifically those with numerous branch locations. Flyntlok and Sage have a two-way sync process to move reference data, transactions, and balances between the products. Synchronization can happen automatically or can be manually initiated in order to provide a review process as part of your workflow.
If your business outgrows QuickBooks Online and you want to consider Sage Intacct, please reach out to our Consulting team, and we can set up a meeting to discuss this option.
Opportunity:
In our July 19th Release, we debuted the new CRM "Reviews" report, which tracks and displays customer reviews submitted from Google. Salespeople have requested reviews left on the company's Facebook page be included in this report.
Solution:
We have incorporated Customer reviews posted on your business's Facebook page into the"Reviews" report located in the CRM Tab of your Left-Hand Navigation menu. This report will retain all of its previous functionality and still allow users to view the company's aggregated Google/Facebook scores, respond to reviews, and send an email or SMS message requesting a review of the company. (N.B. While Flyntlok has completed this integration work, the final release is pending a Validation Review by Mark Zuckberberg… or someone that works for him. That should be completed within 5-10 days and then you can set this up. Please contact a Flyntlok consultant for any assistance.)
To integrate your company's customer Facebook reviews into the "Reviews" report, you will first need to connect your specific Facebook page to Flyntlok. This can be accomplished by navigating to the "Integrations" page. (Admin Editors Wrench->Flyntlok->Integrations). From here, you can select the button to log in and connect to your Facebook account to Flyntlok.
If your company's Facebook account has multiple pages representing alternate branch locations, you will have the ability to link multiple Facebook pages into Flyntlok. Once you have entered your account login information, Fyntlok will display a list of all "Pages" associated with the account, where Users can select which pages to connect with Flyntlok. You can add and remove account pages by selecting the edit button on the "Facebook Settings" section of the integration page.
Users can respond to customer reviews by selecting the 
button of the individual line. For responses to Facebook reviews, Flyntlok will provide a link that will redirect Users to the Facebook reviews page, where they can respond to individual customer reviews.
Flyntlok Users will also have the option to send an SMS message or email to customers, requesting they review your company via Facebook Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the company's Facebook account and the Google Review page.
Opportunity:
In the last release, we launched the new "Contracts To Be Billed" report, which allows Flyntlok Users the ability to generate and invoice active Rental Contracts in bulk. Our next iteration is to further streamline this process by auto-applying account payments to invoices when the associated customer is an Account Customer.
Solution:
Account payments will now be auto-applied to invoices generated where the associated customer is an Account Customer. Flyntlok will then move the invoice into a "Delivered" status. Invoices where the associated customer is not an account customer will be generated in a "Draft" status and will still need a payment. To make the Contracts associated with account customers more obvious, we added a new "Customer has Account" column to the report.
Opportunity:
Purchasing managers have requested an additional warning be added to the Draft Purchase Order Page when the top-left "Delete Layout" option is selected. Currently, when adjusting layouts, if the delete button is clicked accidentally, the only way to cancel is to close the window.
Solution:
We have added a "Delete Layout?" pop-up to the "Draft Purchase Order" page that will display when the "Delete" button (of the page layout section) is selected, and Flyntlok will now ask Users to confirm if they wish to delete the selected layout.
Opportunity:
Flyntlok managers have requested that we create fewer steps for executing certain actions after looking up a Vendor.
Solution:
We have updated the prefix searchers Vendor search (V?) results page.
When attempting to look up a specific Vendor from the Flyntlok home page searcher using the V? prefix, you will be directed to a results page where Flyntlok will display a list of all possible Vendors matching your search. We will now display a 
button beside each returned result. Users will have the ability to select from several actions including: creating new Purchase Orders or Machine Purchase Orders; adding new Models; and importing Purchase or Return Orders from a spreadsheet.
Opportunity:
In our August 30th Notes, we released a new indicator titled "Has Contacts" to the Customer Dashboard, which shows Users if a specific Customer has Full Contacts associated with it for marketing purposes (A "Full Contact" is a contact that has all of the following details: contact name, phone number, and email). Flyntlok Salespeople have requested we instead display the number of Full Contacts associated with the Customer record.
Solution:
We have changed the title of this indicator from “Has Contact” to “Full Contacts,” and Flyntlok will now display the number of Full Contacts associated with the Customer record. Contacts associated with the Customer that do not have all required fields will not be included in this count (i.e. is missing email or phone number).
Opportunity:
Flyntlok Users have requested additional Machine Warranty information be added to the Machine Dashboard.
Solution:
We have added new fields to the Machine Dashboard to display Internal Warranty Start and End dates and Powertrain information. To add this information to Machines in your inventory, navigate to the Machine's Dashboard and select "Edit" from the button drop-down menu.
Opportunity:
Service managers have requested a new field be added to the Machine section of the Work Order dashboard to display the "Manufacture Year" of the Work Orders associated Machine.
Solution:
We have added a "Machine Year" field to the "Machine Section" of the Work orders "Info Tab", which will display the associated Machine's manufacture year. This field will only display for Machines where the "Manufacture Year" is populated.
Opportunity:
We recently released the "Customer Item Pricing" feature, which allows Flyntlok Users the ability to set up a temporary discount on an Item for a specific Customer. Flyntlok managers have requested we add permissions around this feature so Administrators have the option to allow or restrict Users from using the “Customer Item Pricing" feature.
Solution:
We have added a new permission to the Customer section of the "Access Control" page, allowing Flyntlok Administrators to allow or restrict User's access to the “Customer Item Pricing" feature. Administrators can navigate to the setting by selecting the 
icon in the top right corner of any page, selecting "Users", and then choosing "Access Controls" from the drop-down menu.
Complaint:
If a User was creating/editing a Customer and if the User clicked out of the pop-up entry form, the page locked and the Save button was no longer selectable.
Cause/Correction:
Fixed. When creating a new Customer, clicking out of the pop-up will no longer lock the page.
Complaint:
Flyntlok Users have encountered an issue when creating an Item Purchase Order that contained a Special Order and Stock Quantity of a particular item. If the item was received with additional quantity from what was ordered, and the Sales Order is reversed, the SO becomes broken, and you can only fulfill the original Special Order quantity for the sale.
Cause/Correction:
Fixed. When receiving items on an Item Purchase Order, if any additional quantity is received for items associated with a Special Order, Flyntlok will fulfill the Special Order quantity and then apply the remaining quantity to stock.
Complaint:
Flyntlok users were reporting an issue where Flyntlok was unable to return search results when attempting to search a time period between two dates from the "Sold Machines" report.
Cause/Correction:
Fixed.
Complaint:
Purchasing managers were experiencing an issue when adding a Customer Shipping Address to a Machine Purchase Order when the shipping address exceeded 100 characters. The user would receive a "Could Not Edit Purchase Order" error message and the address was not saved.
Cause/Correction:
The "Ship to" address length allowed on the Machine Purchase Order was shorter than the address length allowed on the Customer Dashboard "Customer Shipping Addresses" field. (Yeah, that was stupid of us.) We have increased the character limit on the "Customer Shipping Address" field of the Machine Purchase Order and aligned it with that of the Customer Dashboard. (That was smart of us.)
September 13th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
You will now be able to accept a single payment to cover the cost of several different Sales Orders for a customer. This will help streamline the experience for collecting payments as well as saving your business transaction fees. To pay off outstanding Sales Orders you will want to navigate to the customer's dashboard. In the customer information section, you will see a new field titled, outstanding Sales Orders. This new field will display the number of orders still requiring full payment. You can then select the (pay icon) to review and select from a list of outstanding orders to pay off.
A list of outstanding Sales Orders will then display on your screen. From this list, you can review the date, status, and outstanding balance. You can then choose which order(s) to pay off. Once selected you will be able to customize the amount applied to each individual order and generate the new pay-off Sales Order by selecting the Create Invoice button.
From the pay-off Sales Order, you can now add a payment type and select the order button.
When adding a machine to a new Sales Order and selecting the (Add and New) option, the previously selected salesperson will now default into the field when adding additional machines.
We have added a new item type, titled (KIT). This new item type will give you the ability to sell a group of parts at a set list price.
To set up a kit, you will first need to create a new item. This new item will be the placeholder for the kit items. When creating the kit item you will also be able to associate different items from your inventory to the kit and set a list price on the kit item. When you add the new kit item to a transaction all associated parts will also populate on the transaction but Flyntlok will only set the list price on the kit.
We have added a new section to the machine receiving vouchers for associating a machine with a quoted model. If there is a quoted model on an open sale, you will see an Associate button in the Associate Invoice field. Once clicked a list of open sales orders, ordered from oldest to most recent, will display on your screen. Once an invoice is selected, the machine will be allocated to the sale.
You will now be able to export Machine Purchase Orders to an Excel spreadsheet so that they can be imported into OEM ordering systems.
We have made an update to the rental creation page. When searching for available machines to add to a rental, if the expand all option is selected, all new search results will be default expanded. Previously when you search for a machine all the info was defaulted to the collapse all view.
We have added an editor for updating the work order status change automated text message templates. This editor can be found on the Flyntlok Settings page under the Service SMS Templates section.
When creating a new machine to associate with a Work Order, you will now see the model's description populate in the drop-down menu of the model searcher.
When creating a new journal entry, Flyntlok will now notify you if there are mismatched account types and line types. CAP lines can only have asset accounts associated with them; COS lines can only have expense accounts. When types and accounts do not match on a given line, you will see an error icon to the right of the account name. Hovering over this icon will show a pop-up explaining why it is displayed/ what is mismatched.
You will also see a new message populate your screen if you are trying to submit a journal entry with mismatched lines.
Last Release Notes
April 19th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
John Deere-Hitachi Integration
We are working directly in partnership with John Deere-Hitachi to stay on the cutting edge of their upgrades to the JDPoint, JDQuote, and JDWarranty services. As a result, you may notice some changes on those features in Flyntlok in the coming days, but we will do our best to keep you up to speed so you can continue to take advantage of those features.
More Security
JD’s upgraded system means Flyntlok no longer has to store your John Deere username and password in our system. This results in an overall more secure integration. This will also resolve the issue when an out-of-date JD-Hitachi password in Flyntlok results in your JD-Hitachi account getting disabled.
Warning
You cannot share JD-Hitachi credentials in our system. Every JD-Hitachi username/password pair may only be tied to one Flyntlok user.
Logging
We hit the drawing board on our logging system. We took this opportunity to shift gears and change how we handle logging on the back end. That should give you a much smoother experience loading extensive logs, and improve application performance overall.
Warning
You may notice a delay of up to 30 seconds before actions on a page will show up in the logs. Have no fear, the logs will appear!
Price File Notifications
We will now send out emails when we up date your parts prices from a vendor price file. If you would like to receive the emails, please reach out to your management team who can add you to the list.
Configuration
Managers, to add users to the price file notification list, go to your wrench on the top right of Flyntlok, go to Flyntlok, and then click Flyntlok Details. Here you can add the user’s email to the ‘‘price_update_notify’ field. Please separate email addresses with a comma.
Flyntlok currently receives price files from over 40 vendors, and we use these to keep your parts data up to date with the most current information from the vendor!
Service Dashboard
Popovers were added to the service dashboard to help explain each column. To get to the Service Dashboard go to your left-hand navigation, open the management drop-down, then click Service.
Machine PO
When using the purchase request feature, the newly generated PO will respect the cost the requester enters on the form. This should prevent duplicate data entry and keep your purchasing department rolling like a well-oiled machine.
Accounting Logs *Accountants and CEOs*
We have added more logging to all processes that happen on the Flyntlok QuickBooks page. Next to the title of the transactions box, you will see a View All Logs link. This takes you to a report of all those processes, the time they were executed, and who executed them. This is still a work in progress. We do not show the logging for Sales Receipts, Invoices, Refund Receipts, or Credit Memos yet.
This page may take some time to load, there are a lot of logs to report!
Price File Updates
We will now be sending emails when vendor price files get updated. If you would like to be notified when those get updated, please reach out to Flyntlok.
Accounting Accountants and CEOs
Accountants now have the ability to lock out sales orders from being reversed when they are ported into QuickBooks. This can be set up within the Flyntlok Details. If you need help with this, please contact us!
We have implemented a way for certain users to be able to reverse a sales order no matter the restrictions. Please contact Flyntlok to get this setup.
We have also added a button to the Accounting page that will load customer balances from QuickBooks into Flyntlok.
Point of Sale
Split invoices will now retain the same salesperson as the original invoice.
Item Purchase orders
If an item is special ordered, we will show the reserved quantity on the receiving voucher.
Vendor Dashboard
We've done a performance upgrade on the vendor information section of the vendor dashboard and added some new statistics. Also, we have added descriptions of the vendor dashboard statistics in our FAQ section.
Permissions
We've revamped the access control page. This should be easier to understand now with a new layout and descriptions about each permission. If you would like help creating a new role or adjusting users' access, please contact Flyntlok.
Item Searching
The 'CTRL+S' search function will perform like the search field on the point of sale. The search results will now indicate if an item has been superseded and show the parts it was superseded by. We will also show you alternates of the item you searched here as well.
Inactive items will now be included in the search results when using 'P?' in the top-left search field.
Lastly, the search field in Sparks was updated to function like the point of sale item searcher! This way Sparks customers can also see superseded and alternative items.
Transfers
We updated the logic behind item transfers. Please take a look below to better understand this new process.
All transfers that are in transit at the time of this release will use the updated process.
Also, you can no longer delete a transfer that has been "received".
Journal Entries
We now validate the name selected when the Account type is payable/receivable.
DMS Work Order
You now have the ability to add a new job when creating a work order! The job will not have any estimated hours, work requested, or labor type. You will have to set those on the work order.
You also have the ability to add jobs directly from the work order dashboard.
Service managers can add parts, edit, and delete jobs from work orders whenever they need to. Technicians can add parts, edit, and delete jobs when the work order status is new or estimate. Technicians can also take these same actions when they are clocked-in and the work order is outside of these two statuses.
All changes to invoices, jobs, and labor will update without refresh.
We added the ability to transfer sales orders to different jobs and work orders.
Sales orders can only be transferred when they are in draft status.
Enhanced logging will be added to keep a timeline of all actions taken on the work order
Work Order Job Templates
Templates can now be attached to a vendor and are no longer attached to a model. For example, if you create a job template for the vendor Bobcat and make the job mandatory, every time you create a work order for a bobcat machine that job template will be attached.
You can also attach files to work order job templates that will show up on the work order the job template is used on.
Broadcast
On your left hand navigation go to Documents. When you upload a file, you have the option to "Broadcast" the file. This will allow you to send a banner notification to your business. This works great for informing your employees about S.O.Ps!
Here's an example of the banner notification.
Parts Metrics
Previously, the parts metric calculation only ran during our nightly process. Now, you can run this calculation on demand per vendor.
Parts returns
Previously, we allowed you to make a return for a part with 0 quantity on hand. Now, a part must have at least 1 on hand and we limit the max quantity allowed for return to the part's quantity on hand.
Point of Sale
We removed the item merging feature on the point of sale.
QuickBooks Journal Entries *Accountants and CEOs*
This week we are releasing a brand new feature that allows you to do the following:
To create a new journal entry go to your Admin Editors-> Accounting -> Journal Entries
You will have to log out and log back in to see this new menu item!
QuickBooks Bills
For those of you who use Bill.com to post bills to QuickBooks Online, we will now autosend all vendor credits that are uploaded in Flyntlok to Bill.com. These can then be turned into vendor credits in Bill.com and in turn QuickBooks Online.
Please reach out to Flyntlok for more information
Dropshipping
When over receiving a dropship order, the over-received quantity doesn't hit your inventory.
The "Order" button is no longer disabled when the quantity on the sales order doesn't equal the ordered quantity.
Item Inventory
We rolled out a major enhancement to inventory management. We no longer include special order quantities in the item's 'Stock On Order' quantity when creating a stock order. Let us know if you have any questions!
Machine Purchase Orders
You now have the ability to attach a file when adding a purchase request. The file will also be attached to the purchase plan as well as the purchase order!
You can also add model options to the machine purchase order!
The Vendor Invoice and Date Invoiced fields on the machine purchase order will now be transfered over to the machine dashboard!
Lastly, we added extra permissions around editing a machine purchase order. Please reach out to Flyntlok if you want to set this up!
DMS Work Orders
When filling out an Equipment Condition Report, the "Other Damages Additional Comments" will be added to the "Work Requested" field on the work order that's created to fix the damages listed on the Equipment Condition Report.
Point of Sale
We enhanced the log details when a purchase plan is deleted that's linked to a sales order. Previously we displayed the item's internal ID, now we show you the item's name!
Point of Sale
The invoice margin calculation now considers the discounts applied to the invoice.
Also, if an invoice is a Drop Ship, we will show you a "Dropship" badge on the invoice!
Machine Purchasing
When requesting the purchase of the machine, if the model is created in the purchase request, we will now require a description of the model being requested.
Rental Reversal
When a machine is checked in on a rental contract, you now have the ability to reverse that machine back to a checked-out status.
The checked-in information will not be removed when the machine is checked back out. That information will need to be manually removed.
Stock Purchase Orders
You can now remove all items that have a recommended quantity of 0 when creating a stock order. Simply check the box on stock order creation to have all of those items removed.
Searching
Item searching on the point of sale has been completely revamped to help you find what you're searching for faster! The item searcher now does the following:
We will continue to refine this over the next week. Any and all feedback is welcome!
Items
You can now control whether or not an item can be purchased! If the "Item can be purchased" field is un-checked, the item cannot be requested for purchase, and will not populate on recommended stock orders.
Danger
If the item type still allows this item to be sold, we do not prevent you from creating special orders for this item.
You can now choose the item's quantity that is used in an item group. This can be done when editing the item.
Item Purchase Orders
When using the purchase order exception feature, you can select 'MinQtyOverride' to enter a minimum quantity that can be ordered. We will add the exception to the description on the purchase order as well as update the item's settings!
The purchase order exception feature will now notify the user who requested the purchase by sending an orange banner on the user's dashboard. If the purchase order is linked to a sales order the salesperson who created the sales order will be notified of the exception! Here's an example of what the notification looks like:
Chosing the PO exception reason "Discontinued" will break the link to the sales order. After discontinuing the item, the item's description on the sales order will be updated with the following message: "Order cxld from PO". The salesperson who created the sales order will also receive the following notification:
Tip
The PO exception feature will not alter a "Delivered" sales order on substitution. To close out a sales order you must reverse or remove the line from the sales order.
The 5 most recent notes are now included on the receiving voucher PDF.
There's a new Invoice Date field on the receiving voucher that we will use to post to QuickBooks. If this date is not set, the most recent receive date will be used.
Stock orders can now be used to fulfill special orders. If there is a stock order already created with the item that's on the "pending" sales order, then we give you the option to "Merge" on the "To be Ordered" page.
Tip
You will only be able to do this one time per line on a stock order.
Point of Sale
The ability to refund a customer's deposit has been added to the point of sale. First, create a sales order then add a negative amount payment line.
Now you can click the "Refund Deposit" button to refund the customer's deposit.
Tip
The customer's deposit balance will not reflect the refund until the refund is processed by accounting.
Rentals
We added the following message to the rental PDF: "Fees below reflect estimated rent costs. Actual cost will be determined at check-in." This should help clear up some confusion for your rental customers.
DMS Work Orders
The work order job name is now visible in the Public Message text box of the internal sales order linked to the DMS work order.
Machines
You can now change the date sold when editing a machine.
Machine Purchase Orders
You now have the ability to add a machine comment that will be added to all machines on the purchase order when placing the order.
You can now upload files directly to the machine dashboard from the machine purchase order. To do this, click on a machine line, click edit, then click the 'Add New' link next to "Attached Files".
The machine's serial number can be seen on the machine purchase order, specifically on the machine's link.
Why can't I see my S/N's on the main machine PO page?
Since you can now have multiple quantities per line, we can only show you the serial number by clicking the gear icon, and opening up the details of the line.
We added a notes section on the bottom right of the machine purchase order!
Tip
These notes will not show up on the machine purchase order PDF. All fields lockdown after machine PO is closed, you still have the ability to edit the machines from the machine dashboard.
Accounting
You can now control whether or not files attached to receiving vouchers are sent to Bill.com.
Important
Head to your company's Flyntlok settings (Wrench -> Flyntlok -> Flyntlok) to configure your Bill.com settings if you are using that service to manage your payables.
When accepting a customer deposit/account payment, the Credit Card Service Charge is not included in the dollar amount that hits the customer's deposit/account. The Credit Card Service Charge will book separately.
Important
The item used to book Credit Card Service Charges must have an Income and Expense account assigned to it in order for us to book these charges properly.
Vendor Dashboard
The "Most Recent Purchase Orders" list on a vendor's dashboard will now include both machine and item purchase orders!
Sparks
When clicking view all orders, there is now a section to filter by the customer's PO number.
Point of Sale
When adding an address the state is no longer required for shipping addresses, unless the United States is the country chosen!
You can no longer enter a fulfilled quantity that's greater than the quantity ready on the sales order.
Machine Purchase Order
We now auto set the vendor to the model's vendor when converting a purchase plan to a purchase order. Previously, you had to manually update the vendor!
DMS Work Orders
When a workorder is in invoiced status, the internal parts orders can not be reversed or returned. You must roll back the final invoice for the work order to make any changes to the internal parts orders.
Core Transfers
When transferring an item that has a core the core will be automatically added to the transfer list with the item. If the transfer is linked to a sale, both the core and the main item being transferred will be linked appropriately.
Items
The Metric Override data can now be removed when editing an item. This can be found under the "Store Specific Information" at the bottom of the item edit page. Sorry!
Machine Purchase Order
This week we released our new machine purchase order system! Please check out the video below for more information.
Machine Purchase Order
The order quantity on the machine purchase order will default to a model's "Minimum Order Quantity". If the order quantity is below the "Minimum Order Quantity", Flyntlok will display a red box "Below Min".
Invoice Picklist
From the sales order, under the details tab, you can now generate a pick list of all unfulfilled items on the sales order.
Trade-Ins
When creating a trade-in machine from the sales order, there is now a field to link that trade into a previous machine in Flyntlok. Linking these machines will give you a link on the previous machine's dashboard to the newly traded in machine.
Problem Customers
When inputting a customer on a sales order, if the customer is marked as Problem Customer, we will give you a warning.
QuickBooksOnline Default Accounts
You can now see the default accounts that are connected to QuickBooks Online within Flyntlok.
Rental Machine Hours
When checking a machine out on a rental, updating the hours out will update the total hours on the machine.
Future Feature
Flyntlok will be releasing a new machine purchase order feature next week. Be on the lookout for a video explaining the new feature!
User Access
We created a new user permission that manages who can edit the customer's account and primary salesperson.
Machine PO - BETA
You can now edit machine details directly from the purchase order.
Tax Calculations
The tax calculator has been revamped to handle return sales orders.
Duplicate items on POS
When you add the same item that has already been added to a sales order, we will update the quantity of the original item added.
Issues on Vendor PO Page
All issues on the vendor purchase order should be fixed after this release!
New Vendor Stock Order
Flyntlok has a new stock order page! This will replace the old stock order page. Please check out our new Release Radar video to learn more.
Item Dashboard
We made some small changes to the Item Information section on the Item Dashboard. You will see most of the item's information without having to go to the item edit page. Click the arrow to view more information related to that section.
Item's Average Cost
On the item dashboard, under the Location and Quantity On Hand section, you will now see an item's average cost for each store location.
Cost of Labor and Parts on Work Orders
DMS work orders now also show the cumulative parts and labor costs at the top of the work order.
Work Order Invoice Number
We now show the final invoice number on the blue banner of invoiced work orders.
Clickable Links
There are many clickable links across Flyntlok, some of them open in new tabs, and others open on your current tab. We are currently working on making all links open in the same tab to keep it consistent across the board. When you see Flyntlok Equipment Dealer Management Software - icon next to a clickable link, that link will open in a new tab. If you want to open a link in a new tab that doesn't have the icon next to it Ctrl+Left Click on the link.
