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

Notifications

New Feature

Notification Bell

We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.

 

 

CRM

New Feature

Create Linked Sales Order/ Work Order

Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.

Leads List Sorting

Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential  customers.

Status Color Coding

We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.

Lead List Searching and Filtering

We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.

CRM Lead on Customer Dash

We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.

Inbound Call - Create a Lead

If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number.  This will let you easily create a lead and ultimately a customer!

Add New Lead

Tag Management

Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags  from the CRM Hub.

                                                   

Point of Sale

New Feature

POS Scanning

If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.

Scan Mode

Default Invoice Source

We have added a new setting to allow managers to configure a default invoice source by user.  Previously, this was done at the company level.

To set or edit the default invoice source for a user, navigate to Wrench->Users->Users.  Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.

To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.

Work Orders

New Feature

Mobile Create Work Order Option

We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.

Copy/Paste Group Schedule

We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.

Enhancement

Work Order Deposits - Auto Apply to Final Invoice

We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.

Service Scheduler Permissions

Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.

Accounting

New feature

Accounting Period Cutoff Date

Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.

Item Purchase Orders

New Feature

Reopening a Posted Voucher

You can now restrict who is allowed to open a posted item voucher.  This will add an internal control that stops users from requesting a reversal of a bill.

New Feature

Duplicate Document Warning

You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.

Machine Purchase Order

New Feature

Generating Labels in Bulk

We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.

Item Searching

Enhancement

Omnisearch

We gave the Omnisearch results a freshlook.  It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.

Rental

New Feature

Recent Contracts

A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.

Sparks

New Feature

Sparks Request for Service

We have added machine hours and miles to the Sparks Request Service Form.

 

 

Last Release Notes

December 14th, 2022 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!

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

 

This will be the last Release Notes until January 18th, 2023.

Flyntlok will be closed on December 23rd, 26th, and January 2nd

 

Purchasing

New Feature

Import Parts List

We have added a new feature to the vendor dashboard, which will allow users to create new purchase and return orders by importing a parts list. To import a part list go to the vendor's dashboard and select  Actions->Import PO/RO From Spreadsheet.

Stale Warning

We have added a warning to the Vendor Stock orders page, for users to see stale parts at other company locations. On the New Purchase Order page, for creating stock vendor orders, users can open an item row to show detailed information about the item, including location-based stocking information. When an item is stale at a particular location, this table will now show a red “Stale” label on the “To Target” column.

               

 

We have also added a stale column so you can sort and filter for stale parts at other locations.

Report Exceptions from Voucher

You will now be able to report item exceptions from the receiving voucher. To report an exception you will click the bug icon to the right of the item number.

 CRM

Enhancements

Color codes

We have added icon to indicate if the last SMS message is incoming or outgoing.

Associate Machine

You will now be able to associate a machine to  a CRM LEAD.

Machines

New Feature

Deleted Machine Notification

We have added a new notification to be sent out to users when a machine has been deleted from Flyntlok. If you would like to receive these notifications, you will need to set your notification preferences and choose how you would like to be notified. Notification options include internal, SMS, email, and rapid. To edit these settings click on your user name on the top right of your home page. Username->Preferences-> Notifications->Machines.

                   

Work Orders

New Feature

Machine Description

We have added a field for the Machine description on both the desktop and mobile view of the work orders dashboard. This will be helpful for technicians and new employees that are not familiar with model numbers, to easily identify the machine they are looking for.

Mobile View Tag Number

We have added the tag number to the mobile view of the work order.

Reload Warning

We have implemented a new feature on the work order dashboard. When typing out a cause or correction on the jobs tab of a work order if you moved to a different page before you saved you would lose the text you were currently typing. Now when a text box has not been saved and you try to leave the page, Flyntlok will display a warning message, alerting you that if you leave the page your work will not be saved.

Enhancement

Customer Owned Machines

We have updated the machine field on the Create Work Order form, to auto populate all customer owned machines into the dropdown menu of the machine searcher. You will still be able to search for non customer owned machines.

 

Point of Sale

New Feature

Margin Value

We have added the dollar value margin to the header on the sales order invoice. Previously you would only see the margin percentage.

Enhancement

Subtotal on PDF

You will now see a new subtotal line to the sales order PDF.

Rentals

New Feature

Pick Up/Delivery Address

When billing for pick up or delivery we will now include the address as a line item on the invoice.

 

Customer Information on Rate Sheet

When a customer is selected we will display their information on the rental rate sheet.

Enhancement

Primary/Secondary Classing

You can now distinguish which classes are primary or secondary. This will help searching for a machine by class.

Machine Purchase Order

New Feature

Add Model

You will now be able to create and add a new model from the machine purchase order.

 

Items

New Feature

Vendor Merge Block

We will block a vendor merge if an item number is shared by the vendor you are merging. You will get a pop up of the list of duplicate items. You will then have to merge the items before you can merge the vendors.

Duplicate Item Link

Now when trying to create a new item if that item already exists in Flyntlok, you will be given a link to the duplicate items dashboard on the error message.

Last Release Notes

November 30th, 2022 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!

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

Rental

Enhancements

Over Usage Billing

Flyntlok is automatically tracking and billing over-usage on rental contracts! If you do not want to bill for overages, leave the hours field blank.

If you want to bill overages, make sure that an Overage Rate is set. The Overage Rate is set on the models' rent schedule template or on the contract! In the case shown below, we are renting this equipment out for 1 week. During that week the customer is allowed 40 hours. Every hour over 40 hours will be billed at $10.

Flyntlok Release Note Picture

Remember to set the machine hours during checkout! In this case, the machine was checked out with 100 hours.

Flyntlok Release Note Picture

At this point, the rental has taken place and the machine has returned to your location. The customer has returned the machine with 42 hours, 2 hours over the 40 hours allowed.

Flyntlok Release Note Picture

The overage is communicated to the customer on the final sales order. The explanation can be found in the line item description!

Flyntlok Release Note Picture

Work Orders

Enhancements

Multi Machine PDF's

We have added more machine information to all work order PDF's. It will be much easier to tell which machine was worked on! This only applies to multi machine work orders.

Flyntlok Release Note Picture

Estimate Messages

When sending an estimate with both recipient and cc'd email addresses, only certain emails would contain the message body. Now, everyone on the email chain will receive the message body. This should keep all interested parties in the loop!

Flyntlok Release Note Picture

Itemized Labor

Your business has the option of itemizing labor on the work order pdf. This can be set as a default for your company, or set on the work order itself. This can be helpful when submitting warranty claims.

Flyntlok Release Note Picture

Below is what the labor looks like on the pdf.

Flyntlok Release Note Picture

Point Of Sale

Enhancements

Manufacture Date

When taking a trade in, it is important to be able to add the equipment's manufactured date. We added a Date Manufactured field on the trade-in payment type to make this easy!

Flyntlok Release Note Picture

Tax Id

Instead of inputting customer tax id's into the customers comments field. Tax ID's can be added to the new Tax ID field on the customer dashboard. If a customer has a tax id it will also show on invoice PDF's.

Flyntlok Release Note Picture

Model Quantities

We added a quantity field to the Quote Model screen. If a customer wants 13 machines of the same model, add the model, then adjust the quantity to 13!

Purchasing

Enhancements

Exception Notifications

If an exception is reported on a purchase order, it is important that you are able to notify the correct customer contact. We have expanded the Notify Customer contact list to include all of the customer contacts.

Click Reduction Contest

We will be running a click reduction contest! If you have an idea that would save clicks somewhere in the application; please submit a support ticket outlining your idea! We will review all of the ideas, and pick the 2 ideas that will help our application the most.  The winners will be  announce in the May 11th release notes. Each will receive a $25 Visa gift card!

Last Release Notes

April 16th, 2021 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!

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

Customer Management

New Features

Primary Customer Contact

We want to help you set the customer contact on sales orders, rentals, and work orders. The primary customer contact will solve this problem! Notice that the contacts editor has changed. If a contact is marked as primary, it will have a green check beside it.

Flyntlok Dealer Management System

To set a contact as primary, edit the contact and check the Primary Contact box.

Flyntlok Dealer Management System

Remember, there can only be one primary contact assigned to the customer. Once a primary contact has been selected, we will auto-fill that contact on all sales orders, rentals, and work orders. This is only a default and can be changed if needed.

Point Of Sale

New Features

Adding Models to Sales Orders

Models can be added to a sales order, quoted, then easily swapped for a machine.

To add a model to a sales order, click the Rocket and select the Quote Model tab.

Flyntlok Dealer Management System

Next, type in the model that you would like to add. We will autofill as much information as possible, but you can always edit any information as needed. Then click Quote.

Flyntlok Dealer Management System

At this point, lets say that a quote has been given to the customer and they have accepted. Its time to associate a machine to the model. Instead of the Fulfill button you will see a Rocket. 

Flyntlok Dealer Management System

Click the Rocket,  and search for the machine that you would like to link to the sale.

Flyntlok Dealer Management System

Once you click Associate Machine, the machine will be added to the sales order and the model will be removed automatically. At this point, you can sell that machine following your normal workflow!

Sales Order Terms & Conditions Editing

You can customize the Terms & Conditions on individual sales orders.

From a sales order, Click the details tab:

Flyntlok Dealer Management System

Then, Click Settings:

Flyntlok Dealer Management System

Make any changes needed to the Terms & Conditions

Flyntlok Dealer Management System

Click close

Flyntlok Dealer Management System

Work Orders

Enhancements

Work Order Creation

When you select Multiple on the work order creation page we will hide unnecessary information like machine hours and miles.

Flyntlok Dealer Management System

Machine Information Auto-Populate

If a machine has miles and/or hours, we will auto populate that information on the work order.

Flyntlok Dealer Management System

Bulk Labor Update

When you update a labor type on a job, you will have the option to update all previous labor on the job to the new type.

Flyntlok Dealer Management System

Estimate Email

We have updated the estimate email to contain the view/sign option and a PDF copy of the estimate. Previously, these came in separate emails.

Google Maps Integration

Over the past couple of weeks have been adding links to Google Maps within Flyntlok, specifically in the work order and rental systems.

If you click this icon    you can go directly to google maps where you will be given directions to your destination.

Flyntlok Dealer Management System

Mobile

Enhancements

Work Order Filtering

If you have a large amount of open work orders, you can use the new filter button to consolidate the list.

Flyntlok Dealer Management System

CRM

New Features

Lead List Importer

We are making it easy to import lead lists that you have purchased or built. When you are ready to import a list, head over to the CRM Hub!

Click actions then Import Leads.

Flyntlok Dealer Management System

From the modal, you can download the template needed to import the lead list. Once you have converted your list to our format, you can add the file and click Import.

Flyntlok Dealer Management System

Application Management

Enhancements

Performance Tab & Cost Adjustment Permissions

We have added two additional permissions to the Access Control page.

Model Creation Defaults

When a new model is created, Allow Rent and Allow Sale can be defaulted to the value you choose. The default value is no for Allow Rent and yes for Allow Sale for both fields. The default values can be changed on the Flyntlok details page.

Last Release Notes

March 16th, 2021 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!

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

CRM

This week we have continued to expand the functionality of the CRM Hub.

New Features

SMS Tab

We have added an SMS Tab to the CRM Hub. We believe that this will become your go-to place to communicate with customers.

To save a text message templates, check the Save message as template box!

To use a template click the Templates button.

Text Campaigns

Do you message your customer base about upcoming promotions? Text message Campaigns were added to the CRM Hub to make sending out bulk texts easy!

To launch a new Campaign, click + New Campaign

Then name the Campaign and set a start and end date!

Now, add contacts to the Campaign. You can use the searcher to add customers, but you can also just add phone numbers.

Lastly, add a message and send it to your customers by clicking + New Message. You can send multiple messages in a Campaign. We provide a message timeline to know what has already been sent.

Enhancements

Lead Filtering

We have enhanced the reliability of the lead filtering section.

Text Widget Off-hours Response

If you are using our text widget on your marketing site, you can set separate text responses for business hours and off-hours. Please submit a support ticket if you need this configured for you!

 

Flyntlok Mobile

New Features

We have redesigned the Flyntlok Mobile page with field personnel in mind. We are trying to keep it simple by just showing you the relevant information needed to do your job! To get to Flyntlok Mobile, click the phone icon in the top bar.

We are rolling out 3 pieces of functionality. Clocking into work orders, updating machine information, and reserving machines.

Clocking Into Work Order's

After Clicking My Work you will be brought to a list of work orders that are assigned to you. Select the work order that you are working on, pick your job, and click Clock In.

Machines Information

Flyntlok mobile makes it easy to update information from your phone while you are looking at the machine in the field! Currently, the following information can be updated:

Machine Pictures

Update the machine serial number, miles, hours and customer unit number.

To leave a note on a machine, use the notes tab.

Reservations

You can also reserve a machine using Flyntlok Mobile. After clicking the reserve button, you will see the same reservation form that is seen in Flyntlok Desktop!

Purchasing

Enhancements

Multi Vendor To Be Ordered Board

We have made a new To Be Ordered board to accommodate company's that place orders through distributers. If you would like to combine parts from multiple vendors on one purchase order, please submit a support ticket and the consulting team will set you up.

Parts Receiving

Technical tweaks have been made to the parts receiving system that should result in better performance. If you notice a difference, please let us know!

Receiving Labels

We have an additional options for parts labels that are printed from a purchase order. If you would like one label to print for each line instead of one label for each part received, please let us know!

 

Last Release Notes

March 2nd, 2021 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!

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

BETA Work Order Updates

By request, we have been moving users over to the new work order system. Thank you for all the great feedback! Please submit a ticket if you would like to start using the new system.

Recommended Jobs for John Deere and Hitachi

After creating a work order for a John Deere or Hitachi machine, we will look for open PIPs. If any are found, they will be listed just below the Add Job button in the new Recommended section of the work order.

Once you select a recommended job, we will pull information directly from John Deere like the PIP title, type, and even the items needed for PIP. If you choose to create the job, we will also create the internal parts order with the required parts for the job.

Job Templates

In order to save you time on creating templates for common jobs, you can now create a job template directly from a job you have on a work order.

Complaint, Cause, Correction

In our new work order, we have moved away from work requested and work done on jobs to a complaint, cause, and correction structure. This gives the opportunity to input the customer's complaint, then the technician's analysis of what caused the problem. The correction field will be used to communicate the work done. Only complaint and correction are required.

Disabled Actions Labels

Description labels appear when a button is disabled to give insight as to why the button is disabled.

Banners

Banners are back! After getting a new look, banners are being reintroduced to update you on important information.

BETA Rental Updates

We will soon be adding more customers to the new rental system. Here are some of the new features that will be available!

Rentable Items

We now support renting out items. To make an item rentable, you will need to edit the item and check the Item Can Be Rented box.

While you are there, you can add rent schedules to cover all of your pricing structures.

Rental Kits

A rental kit consists of one machine and a group of items that must be rented together. An example of this is renting a serialized air compressor with a hose and pressure regulator. The air compressor is the serialized machine, while the air hose and pressure regulator are optional items. When adding the machine to the rental, you can choose the amount of each item you will rent with the machine. These items will then be pulled from inventory when checked out, then added back to inventory when checked in.

Flyntlok Surveys

Customizable Email Templates

We now support customized email templates on each survey template that you send out. If you are interested in adjusting your email template or learning more about our survey system, please reach out to consulting@flyntlok.com!

Store Specific Surveys

If you are a multi-store company, you can now configure your surveys to only send when the sale is closed at a certain store.

 

July 28th, 2021 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!

Printable Link: QOH Cheat Sheet

 

Make sure you turn on landscape print!








Printable Link: PO vs. RO QOH Cheat Sheet

 

Make sure you turn on landscape print!

 










Printable Link: Work Order Status Cheat Sheet

 

Make sure you turn on landscape print!

 

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

$25 VISA GIFT CARD CONTEST

Between today, May 27th, 2021, and June 9th, 2021, we want to reduce unnecessary mouse clicks within the application.  Submit a support ticket with your idea to reduce clicks. As a team, we will determine the most impactful request, implement the changes, and reward that user with a $25 visa gift card!

Automated Customer Satisfaction Surveys

If you have ever wanted to gauge customer satisfaction in real-time then we have the feature for you! We are adding the ability for you to automatically email surveys to your customers after certain actions in the system.  For example, after you close a sale with a customer.

If you have interacted with Flyntlok’s help desk recently, you may have received a survey in your inbox almost instantly. While this alone is great, we wanted to take this feature a step further by building “triggers'' that will allow you to send the surveys either instantly, or after a delay chosen by your business. This tool will not only make your dealership look modern and professional, but also provide you with instant feedback from your customers.

We have teamed up with Survey Monkey as a partner for this feature. This allows Flyntlok to trigger actions for surveys and manage data necessary to tailor your survey.  Survey Monkey manages the survey configuration and provides tooling and reporting around your surveys.  The Flyntlok consulting team can assist with all of the setups.

This ad-hoc feature can be configured for you for a cost of 10 cents a survey.  If you are interested in utilizing this, please contact us at consulting@flyntlok.com or submit a ticket within the application, and we will set up a time to discuss.

New Sales Order PDF (Closed Beta Testing)

We are happy to announce that we are launching a new version of the Invoice/Sales Order PDF.  We will be adding this feature by customer request in the coming weeks! A Flyntlok consultant will reach out to your management team for approval before adding your business to the beta test. This new sales pdf  will soon become the standard within Flyntlok.

Biggest Improvements:

Upcoming

DMS Work Order Dashboard Updates

Over the course of the next two weeks, we will be working on a new implementation of the work order dashboard.  This will be a job-centric dashboard with screen space optimized for tablets and laptops.  Starting 06/09 we will launch a closed beta for this feature and open that beta to customers who are interested in trying out this new dashboard in late June.

DMS Work Order Job Template Manager

Since we are making updates to our work order system, we will take this opportunity to update the job template editor as well.  This will be finalized and out with our release 06/09!

Point of Sale Improvements

New Hotkey “F”

Due to popular demand, we have added a new hotkey to our sales order page. “F” can now be pressed to fulfill as many items as possible on the sales order. We continue to encourage ticket submissions with click reduction ideas!

View Updated Hotkey Cheat Sheet

Cursor Movement After Parts Selection

After using the mouse to select parts from the parts searcher drop down, the cursor will automatically move to the quantity field.

Item Quick Add

We added a link from the POS item quick add dialog to the full new part creation form.  If you had some data already entered into this form, it will be saved and you will continue to edit the newly created part in a new tab. Just remember, the form has to be completely filled out before clicking the advanced button.

We will also start checking for duplicate customers. This should help prevent quickly adding customers that are already in the system.

Sparks Portal

Clicking “Accept Order” Assumes Responsibility

Sparks Orders were being created with a user set to ”Flyntlok System”.  In order to support downstream workflows (like purchase requests), we will assume the user clicking “accept order” will be responsible for that sales order moving forward.

Photos

We fixed a bug causing sparks machines photos to be different than Flyntlok DMS ones. This occurred when a machine's picture was updated from its original version.

Consignments

Dashboard Layout Updates

We optimized this page for laptop uses. Since consignment locations are often remote or on service trucks, we made some layout changes that should give laptop users a better experience. Specifically, any action button should be accessible without the need to side scroll.

Remove Insufficient Quantities

We added a button to remove out-of-stock items when transferring quantities to consignment locations.  When this button is clicked, we will reduce the transfer amount to the max quantity available to get you closer to your target quantity.  Previously, we removed the whole transer.

 

Redirect on Submission of WO Internal Quote

We realized the redirecting between work orders and internal quotes was choppy. We have implemented better redirects to help streamline the process. Upon completing an internal quote you will now be redirected back to the work order you started on. The system will behave exactly as if you bought the parts from an internal account; eliminating clicks and allowing you to enter additional work order data.

Better Error Handling on the User Settings page

You might have run into an error while editing/saving your user settings (such as updating your personal photo) and not realized it. We have now updated that page to communicate errors to you, should one occur.

User Photos - No Permissions Necessary

Being able to put a face to a name is more important now than ever. We made sure that all users are able to add a user photo. No permission is now necessary.

ERP Work Order Updates 

ERP Grading Workflow

Users were mistakenly grading a work order before signing it as assembled or signing the first article inspection.  Now, a work order must be signed as assembled before the option to grade the work order will be made available. If a work order requires first article inspection, that must also be completed before the option to grade will be made available.

Notes Modal (Gabe K - Click Reduction Contest)

This submission came from Gabe K during our click reduction contest. If your mouse left the space on the screen where the modal (pop up) was, the modal would automatically close. We understand that can be frustrating so we made sure that the modal stays open until you choose to click close or save.

Expected Total Cost

We give an extensive breakdown of costs on ERP work orders. We went ahead and added them up for you! This can be found on your ERP work order dashboard.

Quick Searching - Open in New Tab (Gabe K - Click Reduction Contest)

If you have the user setting enabled to open your QuickSearch results in a new tab, we were not leaving the input after you submitted your search.  When you returned to that tab, the QuickSearch guide would overlay over the page and block your view, requiring a click to close it. We have handled that for you now.

Adding Notes Only Available in Draft Status

It is important that closed sales orders remain closed and not changed. A few users found that our new hotkey improvements worked a little too well; allowing notes to be added to sales orders after they were closed. “N” will now only add notes to work orders in draft status.

Searching for Supersessions/Alternates/Cores After Creation

We have continued to improve on last week's core-focused improvements. You will now be able to find newly created cores in the parts searcher immediately after they are created. This will allow you to connect cores to parts immediately, smoothing your workflow.

Customer Unit Number Now Searchable on Work Order Create/Edit

We have added the ability to update, search and link machines to work orders based on the customer-supplied unit number. Previously, the technician had to supply the Flyntlok unit number.

Last Weeks Release Notes

May 19th, 2021 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!

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

New 🆕

POS Quick Add Customer/ Machine / Item

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.

Customer

Machine

Item

Report Customization Selection

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.

customviewselector

 

Streamlined Core Receiving

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.

Zip Code Lookup

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.

Rental Pickup/Delivery Address Create

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.

POS Shipping Address Create & Edit

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.

Customer Create & Edit

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.

Vendor Create & Edit

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.

Enhancements 🙌

Increased Logs Viewing

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!

MRP Sub Costs on Item Dashboard (24894)

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. 

MRP Expected Total Costs

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.

Machine PO Information

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.

POS Cash Payment

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.

Consignment Item Transfers

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.

Consignment Restocking

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.

Resolutions 🐛

POS Green Checkmarks on Work Order Billing (25052)

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.

Machine PO - Options (24710)

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.

Machine PO - Date Sync (25087)

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.

Machine Search - Post Search Filter

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!

Machine Search - Work Order Editing (24997)

While editing a work order, you can now search for machines by the customer unit number.

Updating User Profile Photo Error

We were not appropriately warning you when there was an error updating your user photo. Sorry! You will see an error moving forward.

Searching Newly Created Cores

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!

Links to Markdown Documentation

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.

Machine Sale Warning

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.

Adding Note Lines to Sales Orders Past Draft Status

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.

Last Weeks Release Notes

May 12th, 2021 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!

January 27th, 2021

New 🆕

Flat Rate Jobs

You can now create flat-rate job templates and flat-rate jobs on work orders! When adding a job to a work order, you can indicate that it will be a flat rate job and input the amount that it will be billed out for.

When creating a template for a job, you can indicate that it is a flat rate and the amount that it will be billed for. When this job is added to a work order, that amount will follow.

When invoicing the work order, the flat rate job will be its own line on the invoice. The description will be populated with the work that was done on the job. All the labor and parts that were used to complete the flat rate job will show as bullet points under that job.

Accounting
When posting these sales orders, all the items linked to a flat rate job are still associated with the sale and their cost will book correctly. The line of the job on the sales order will book the revenue to either the service income account for the vendor set on the job template, the service income of the machine on the work order, the service income of the machine's vendor on the work order, or the default income account for the company.

New Notifications Controls

We have added notification settings for machine moves and purchase order exceptions. To manage these, click your name in the upper right of Flyntlok and choose preferences. From there, click View Notification Settings.

Here is a quick link to get you there: My Preferences

Cancel Voucher Reversal Widget

Admins can now cancel the reversal of a voucher. Admins can find this in the widgets section of Flyntlok. Click the Wrench ->Flyntlok -> Widgets.

Flyntlok Equipment Dealer Management Software - widget

Part Sales Dashboard Charts

We added a parts sales by location and part sales by person chart to the dashboard options.

Please reach out to Flyntlok if you are interested!

This information is cached and updated once daily.

Enhancements 🙌

Better visibility on Electronically Submitted PO's

POs electronically submitted to your vendor by Flyntlok are shown in the information sections of the purchase orders. Flyntlok currently has these integrations with John Deere, Hitachi, Stihl, Volvo, and Epiroc.

For item purchase orders:

For machine purchase orders:

Coates Power Equipment (Walker) is excluded from this due to the nature of that integration. If you are not currently submitting electronic PO's to Coates Power Equipment, we highly encourage you to reach out to them!

Issues Resolved 🐛

Added Mexico States to Shipping Addresses

When choosing Mexico as the country for a shipping address, you can now select the appropriate state.

Most Common Parts on POS

We fixed a bug with the option for adding your customer's most common parts to a sale. You can now click the wrench next to the customer and add the most common parts they purchase from you in a breeze!

 

Saving a Customers Credit Card from the Customer Dashboard

There was an awkward popup on Google Chrome when you store a credit card from the customer's dashboard. We made some changes on our end to prevent that from happening again!

© Copyright Flyntlok, Inc. 2019 - 2021