Selling complex, highly configurable equipment should be smooth, accurate, and hassle-free. That’s why we’ve enhanced Model Options and Purchasing workflows to give you more clarity, flexibility, and control.
Say goodbye to clunky menus! We’ve rebuilt the Model Options experience to make quoting faster and more intuitive.
Above: Cool search bar
As-Configured Price Breakdown
In Flyntlok, when quoting a Model, the configured price is applied to the Sales Order line, and the Options are listed in the Description note. Unfortunately, that meant that detailed pricing about the model's exact configuration were lost. With this new update, we will now save the details as configured. This will allow you to review the line-by-line breakdown of the Model's exact configuration!
To view this, click on the trailer icon (it's not a comb like some people thought) near the configured Model's description:
On that same screen, users with permission to view cost details will see additional cost and margin information for deeper insights:
Note: Pricing is locked at configuration, meaning discounts or any price adjustments applied later will not affect the original breakdown.
Configuration Details on Purchase Requests List: Previously, Flyntlok only displayed the default cost of the Model, even if it came from a Quote with a configured Model. When generating a Machine Purchase Order from this page, only the base Model was added, and the Purchaser would then have to manually re-configure the Model to match the Quote. This could lead to potential inaccuracies in configuration or miscommunications between Sales and Purchasing departments.
To clear up communication at this step, more information is now available to view on the MPO page. Additional columns have been added to this view, which can be added via the Column Chooser:
More importantly, Machine Purchase Orders generated from a configured Model on a Sales Order will now retain the exact configuration all the way through. No more manual re-entry!
We gave the New Purchase Request page (Model Info -> New Purchase Request button) a fresh look to support fully customizable Model Options. In addition to Model Options, improvements have been made to show a more detailed cost breakdown, more fields when creating a new Model, and added support for multiple file attachments.
As with the Model Configuration tool on Point of Sale, Model Options here can be edited and rearranged as needed:
Multi-Currency Support? Of course!
Phew! We know that’s a lot, so if you have any questions, please reach out to your friendly Flyntlok Consultant with any questions.
Opportunity
Inventory managers requested the ability to customize the layout of their Receiving Voucher columns.
Solution
Receiving Voucher now supports fully customizable columns! This includes rearranging columns via drag-and-drop, adding and removing columns, and resizing columns.
You can access the "Column Chooser" by clicking on the 
icon as shown here:
Your column layout will be saved automatically. Clicking on the 
icon will reset the columns back to the default layout.
Additionally, an "MSRP" column is now available to be added to your layout.
Opportunity
Service Technicians reported that adding a “Used / Reserved” Part on a Mobile Work Order Job would not respect the location at which the Part was used. The resulting invoice would then not correctly update the quantity-on-hand at the location of the Work Order.
Solution
Updated the Used / Reserved editor to break out Parts used by location in edit mode. This allows technicians to specify which location the Part was used at and maintain the correct Quantity on Hand.
When viewing a Work Order Job on mobile, the Used / Reserved section will look the same as before, which displays the total quantities of a part used across all locations. Once the user clicks "Add / Edit" on the “Parts Used” section, it will break the parts out by location. This allows the user to specify the location at which a part was used, and the resulting invoice will correctly adjust inventory quantity for that location.
For example, in the above image there are 7 "A-1338287C3" arms and 1 oil filter used on this Work Order in total. However, as seen below, once you enter edit mode it shows that 5 of the arms were used at Headquarters, while 2 arms were used at Kansas Branch.
When the user hits the "Add Item" button at the bottom, it will add the Item under whatever location is selected using the location dropdown. This defaults to the technician's assigned location.
Opportunity
Service Managers wanted the Service Scheduler to always open in the preferred calendar view (e.g. “Day View”), eliminating the need to switch manually each time.
Solution
The Service Scheduler and Job Scheduler calendars now remember the last view you used and will open to that same view the next time you return.
Opportunity
Rental Managers requested a way to ensure that either machine hours or miles are recorded before closing a Work Order. Relying on warning messages alone has proven ineffective, as users sometimes bypass them (argh, users…) .
Solution
We've added a new setting: “Require Machine Hours or Miles on Check-In”. When enabled, this setting will require users to input at least one of these values during the check-in process for a Work Order. To turn this feature on, go to Flyntlok Settings and find it under the Service section.
Opportunity
Users creating machine-linked invoices—such as cost-of-sale invoices—reported that changing the customer on these invoices would clear the machine selection. This disrupted workflows and required users to manually re-select the machine.
Solution
The invoice will now retain the selected machine when the customer is changed, as long as the new customer is an “Internal Customer”. This prevents unnecessary machine resets and maintains invoice-machine linkage for internal workflows.
Opportunity
Rental Managers wanted staff to easily view the “Minimum Cost Rate” of a rentable item during Rental creation. Clear visibility of this rate ensures staff can quickly and accurately communicate minimum charges to customers at the time of booking.
Solution
We've added the “Minimum Cost” field to key areas in the rental workflow:
This ensures that staff can quickly reference the minimum charge during rental setup.
Opportunity
Managers wanted the ability to control who can create Items in the system.
Solution
We’ve added a new permission that governs Item creation. To prevent users from creating Items, disable the “Item Creation” permission through the Access Controls.
Complaint: In some cases SurveyMonkey requests were not being sent via SMS, even though SMS delivery was expected.
Correction: Fixed.
Complaint: When using the Zapier integration to create a Lead, links added to the internal note field using <a> tags would have their href values replaced with the lead’s URL instead of preserving the original link provided in the Zap configuration
Correction: Fixed
Complaint: Despite the “Hide Kit Items on Sales Order PDF” setting being enabled, kit components were still appearing on printed final Invoices from Work Orders.
Correction: Fixed
Complaint: Service Writers noted that after merging several Parts Orders, it would fail when attempting to convert it to a Quote.
Correction: Fixed an issue where long messages entered in the Details area of the Sales Order page would display an error when creating a Quote.
Complaint: Receiving clerks reported that they were no longer able to access the Receiving Voucher page after entering a Fee line.
Correction: Fixed an issue where saving an invalid amount into a Receiving Voucher Fee line would sometimes cause the page to not reload properly.
Complaint: Ivan just won the March Madness basketball pool. This is after he won the Fantasy Football contest a few months ago. Ivan has been in this country for 2 years and is embarrassing the rest of us. And no one is more angry than Pawel who keeps finishing 2nd and thinks he should be winning.
Correction: Arguably this is just "as-designed." Please feel free to file a ticket to give Pawel a hard time.
March 26th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Users who administer their company’s Shopify store requested that sale prices in Flyntlok for Machines listed on Shopify be reflected there.
Solution
Sales on Machines in Flyntlok are now automatically applied (or unapplied when removed) in Shopify as well. Sale prices are reflected in Shopify with a struck-through price.
Opportunity
Managers mentioned that Machine data coming from their Hitachi telematics integrations were updating Machines that they did not want to be automatically updated.
Solution
For companies with Hitachi telematics enabled, there is now an option to opt out of automatic updates per Machine. To toggle this feature, click on the “Opt Out of Telematics” button found on Machine Dashboard’s “Current Location” section.
Opportunity
Service Managers requested the ability to send email CCs internally when emailing Machine Deficiencies.
Solution
You can now choose to CC others from your company when emailing Machine Deficiencies.
Opportunity
Purchasers who buy Sublet Items will change the sublet cost on Purchase Orders often, but this would also change the Item’s cost for the rest of the system. They requested a behavior change so that the Sublet cost on the Purchase Order would not change the Item’s cost overall, just the cost on the Purchase Order.
Solution
Changing the cost of a Sublet Item on a Purchase Order will no longer update the item’s cost that you see on the Item Dashboard. Cost changes for non-sublet items will still update the item’s cost, which will be reflected on the Item Dashboard.
Complaint: Service Managers reported that Work Orders with multiple Warranty Invoices were displaying only one Invoice in the banner on the Work Order Dashboard once the Work Order had been invoiced.
Correction: Banner now shows all Warranty Invoices.
Complaint: Parts Receivers reported that updating the cost of an Item on Part Purchase Orders did not update the list price of that item as they would expect.
Correction: Fixed.
Complaint: Service Managers reported that Work Orders were scheduled with incorrect times when Scheduled at the same time as the creation of the WO.
Correction: Fixed.
Complaint: Users reported that Work Orders with Internal Parts Orders on rejected jobs would not transition to “Invoice” status. Instead of displaying a message explaining the issue, the invoice button remained active but unresponsive.
Correction: The “Invoice” button is now properly grayed out when invoicing is blocked due to parts on a rejected job. Additionally, a tooltip message will appear, informing users that invoicing is blocked.
Complaint: Users reported that certain parts were incorrectly displaying an “Alternates” indicator on search, even when no alternate parts were available, causing confusion.
Correction: Fixed.
Complaint: Salespeople reported that non-taxable items were being taxed on split invoices.
Correction: Fixed. If an item is non-taxable, it will not be taxed on a split invoice.
Complaint: Receivers reported issues allocating fees on Machine Vouchers; the fees would not be applied as expected if there were machines with a base cost of $0 on the voucher.
Correction: Fixed.
Complaint: Inventory Managers noted that when updating the “Auto-Sync” options for Shopify-connected items, the Item would sometimes not push the changes to their Shopify store.
Correction: Fixed. While editing an item, clicking the “Save” button in the Shopify Settings area will now apply the Auto-Sync settings change without requiring the user to also click on the Item’s main “Save” button.
Complaint: Salespeople reported that they were sometimes unable to Process Sales Orders that contained an Item with a Core.
Correction: Added an indicator to Core items to show when there may not be enough QOH to fulfill the line.
Complaint: Service Writers mentioned that when editing Labor lines on Work Order Dashboard, they would get an error and were unable to save any changes.
Correction: Fixed an issue that caused an error when editing Labor that did not have a “clock out time” set.
Complaint: Salespeople reported that when emailing an invoice to a customer, some characters would appear incorrectly.
Correction: Fixed an issue that caused some special characters and accented letters to appear malformed on Flyntlok-sent emails when viewed in Microsoft Outlook.
Complaint: Service Managers using the Job Calendar Scheduler noticed that the scheduled Technicians were being assigned to the Job, but not the Work Order.
Correction: Fixed. Technicians assigned work from the Job Calendar Scheduler will also be assigned to the Work Order.
Complaint: Managers doing Inventory Counts reported they were unable to edit a count’s quantity if the number was too large, and they would get an error saying invalid quantity.
Correction: Fixed.
Complaint: When updating the Start and End date of a scheduled Work Order in the Service Scheduler, the changes would sometimes fail to persist. This occurred because there was no validation to ensure the Start date was earlier than the End date.
Correction: Added validation to ensure the Start date always precedes the End date. (Feels like we fixed something similar last release, don’t it? Well, we did. You are a careful reader if you noticed that.)
Complaint: Sometimes the “Date Start” and “Date End” in the “All Work Orders” report were not reflecting the dates set on the Work Order correctly and were off by one day.
Correction: Fixed.
Complaint: Users were unable to invoice Work Orders when there are Rejected Parts Invoices on a Rejected Job. Previously, they were able to do this, but the new restriction has unintentionally blocked this workflow.
Correction: Fixed.
Complaint: Machine Purchase Order Vouchers were sometimes posting to QuickBooks with a negative amount when the Voucher total added up to $0.
Correction: Fixed. This was due to a rounding error, which calculated the sum to be a very small negative number instead of exactly $0.
February 12th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Managers from Canadian stores requested their Tax Registration Numbers to be displayed on Invoice PDFs.
Solution
The Tax Registration Numbers have been added to invoice PDFs. To enable this feature, contact your Flyntlok consultant with the relevant Tax Registration Numbers for your stores.
Opportunity
Service Managers requested the ability to see information about the Service Request that a Work Order was generated from when looking at the Work Order.
Solution
We added a widget on the Work Order Dashboard under the Machine information widget that displays information about the Service Request:
Opportunity
Service Managers requested the ability to re-send Work Order Estimates to Customers, as these sometimes get deleted or go to spam accidentally. Previously, Service Managers had to create a new Estimate every time they wanted to re-send one.
Solution
We added the ability to re-send the WO Estimate.
Opportunity
Users needed more advanced filtering options to efficiently manage Work Orders on the Service Scheduler. Previously, they could filter scheduled work orders but lacked the ability to:
Solution
We’ve enhanced the scheduler with new and improved filters:
Opportunity
Users had difficulty locating specific Work Orders in the calendar view when many were displayed. They needed a clearer way to identify a selected Work Order from the filtered list.
Solution
Now, when users hover over a Work Order card in the filtered list on the left sidebar, the corresponding event on the calendar will be highlighted.
Opportunity
Service Managers reported that when adding Work Orders to the scheduler in Week view, the default start time was incorrectly set to 12:00 AM.
Solution
The default start time has been updated to 6:00 AM or the start of the business's configured hours.
Opportunity
Canadian users requested the ability for Flyntlok to automatically populate cities and provinces based on Canadian postal codes when filling in Customer information. We previously only supported US Postal Codes.
Solution
We now support postal codes for our neighbors up north/east!
Opportunity
Users were unable to edit the address of a CRM lead after it had been created. While addresses could be added during lead creation, they became uneditable afterward.
Solution
We have enabled the ability to edit addresses on existing CRM leads.
Opportunity
Accountants requested that bills generated in QuickBooks Online for Machine Purchase Order Vouchers have the Machine’s serial number set as the bill number, so that bills can be more easily tied to the machine they are for.
Solution
We introduced a setting to make this happen. Contact your friendly Flyntlok Consultant to have it enabled.
Opportunity
Purchasing staff needs the flexibility to break the core line link between Purchase Orders and Vouchers. This capability is essential in scenarios where vendors invoice the core separately from the part, requiring them to be received on separate vouchers.
Solution
A new option has been added to allow users to break the core line link directly within a PO or Voucher. This change does not impact Sales Order linking but enables treating the part and core as separate items on a case-by-case basis.
Opportunity
Purchasers mentioned that when using the Vendor Draft Purchase Order page, they found it cumbersome to have to switch to a saved layout that they preferred using every time the page loaded.
Solution
Your last used layout will now be loaded when using the Vendor Draft PO page.
Complaint: Sometimes when Substituting an item on a Receiving Voucher the new and substituted items would have order quantity set to 0.
Correction: Fixed.
Complaint: Parts Receivers reported that they would sometimes receive an error when trying to delete an attachment on a Receiving Voucher, but there would be no explanation of what the error was.
Correction: We now show specific error messages, such as when a User does not have permission to delete a file.
Complaint: When transferring parts to a different store location from the Sales Order page, users were able to leave the quantity field empty, resulting in transfers with no specified quantity after form submission.
Correction: Added validation to the form to ensure the quantity field is required.
Complaint: When replacing a machine on the Rental Dashboard, the search results were sometimes empty if all machines of the searched model had conflicts.
Correction: The searched Model now returns results even if all machines have conflicts.
Complaint: Users encountered an issue where the "Exclude All Zero-Qty" checkbox on Inventory Sprints would not persist after refreshing the page, requiring them to re-check it each time.
Correction: The "Exclude All Zero-Qty" checkbox now persists after being checked.
Complaint: When registering Stihl machines, sometimes Stihl would not include the selected Salesperson in the new registration.
Correction: Fixed. Flyntlok is now sending a different identifier for the Salesperson that should more reliably match in Stihl’s system.
Complaint: Sales Managers noted that Flyntlok’s CRM "Text Us" button on their marketing websites was not appearing on all pages.
Correction: Fixed.
Complaint: When receiving a part on a Receiving Voucher, the allocated quantities on the item dashboard would sometimes not update correctly.
Correction: Fixed. If you had a PO with items linked to a work order and merged that PO with another PO the item allocation went away.
Complaint: Service Managers noted that when applying filters in the Service Scheduler, the matching Work Orders were hidden behind the filters User Interface, leading to confusion.
Correction: Fixed. The filters UI no longer obstructs the list of results, ensuring all filtered Work Orders remain visible.
Complaint: When connecting a Flyntlok Item, Model, or Machine to a Shopify Product or Product Variant that was already linked to Flyntlok, nothing would happen to that new item.
Correction: Fixed. Flyntlok will now show any existing Flyntlok link below the Shopify Product or Variant and warn you that re-linking this Shopify Product will break that link.
Complaint: Users were able to enter a Clock-Out time earlier than the Clock-In time when manually inputting labor on a Work Order Job, leading to incorrect billable hour calculations.
Correction: Fixed the problems that would mess up the space-time continuum. Added validation to ensure Clock-Out time cannot be earlier than Clock-In time.
Complaint: Sometimes when adding a new Work Order Job Status users were getting an error on save.
Correction: Fixed.
Complaint: Salespeople noticed that the machine’s list price on a Quote generated from a Lead would not use the sale price if the machine had an active sale.
Correction: Fixed. Creating a Quote from a Lead with machines on it will now use the active sale price for any machine on sale.
January 29th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
T'is the Season! These are the last release notes for 2024! Flyntlok would like to wish you all a joyful, and restful, holiday season. We want to thank you all again for being part of the Flyntlok family and we wish you a very successful 2025.
Flyntlok will be closed on Tuesday, December 24; Wednesday, December 25; and Wednesday, January 1. We'll see you in the New Year!!
Managers have expressed the need for more flexibility and control over their dynamic pricing structures. Previously, Flyntlok supported automatic calculations for Items, but this functionality was not available for Models. Additionally, pricing adjustments for specific Vendors, or overall structures, required manual intervention by contacting a Flyntlok Consultant.
While we’re always happy to assist with pricing updates via phone or email, we understand the value of empowering you to make adjustments independently and on your schedule. That’s why we’re excited to introduce a powerful set of features that put the control of pricing management directly in your hands. More power to the people!
Item and Model Pricing Editors
Pricing Matrix
The new Pricing Matrix allows you to configure multiple pricing levels with ease. For example:
Advanced Formulas
Customize your pricing further using advanced formulas. These formulas can perform operations such as rounding, or enabling detailed adjustments. If you're familiar with formulas in Excel, this shouldn't be too scary!
For example, if you wanted all your pricing to end in .99, a formula could look like this:
In this example, the term “ceil” rounds values up to the nearest whole number. Then adding .99 ensures list prices align with your preferred pricing strategy.
Learn more about configuring Pricing Matrices with formulas here.
Rules
Rules define specific groupings for identifying products.
For Items, Rules can be based on:
For Models, Rules can be configured using:
Each Rule also includes:
Auto-Calculation of List Price
With Auto Calculation enabled, models matching a Pricing Rule will automatically apply its Pricing Matrix during data entry and subsequent cost updates. For example, using the Price Matrix configured from the example above:
List prices are adjusted as costs change on Receiving Vouchers:
Allocating fees to a Voucher recalculates the list price based on updated book values:
You can toggle the feature as needed:
Bulk Pricing Updates
Easily apply updated Pricing Matrices in bulk to Items or Models. Use the "Update Models" or "Update Items" buttons to preview affected products before finalizing changes. Previews are generated based on products matching Pricing Rules tied to the updated Matrix.
Accessing this Feature:
Only users with the proper permissions will be allowed to access this page. To enable, find the permission labeled "Price Matrix Manager" in your Access Controls page:
These new pages can be accessed via clicking on the Wrench icon -> Items -> Item Pricing Matrix:
NOTE: If you have previously been set up with auto pricing on Items, this new feature may not be immediately available for use. Reach out to your friendly Flyntlok consultant to get this feature activated for your company! Good news: Model Pricing is immediately available for all users.
We’re confident these enhancements will streamline your pricing processes and provide you with greater flexibility and control. As always, our team is here to support you every step of the way.
Opportunity
Parts and Machine Purchasers have requested the ability to order and receive goods in foreign currency, as many dealers buy stock from vendors located in other countries.
Solution
We have introduced foreign currency functionality into the Parts and Machine Purchase Order workflows, beginning with the ordering step and ending with the posting of a Receiving Voucher. All of these purchasing changes require configuration changes within Flyntlok and require a multi-currency setup of QuickBooks or Sage Intacct. If you wish to take advantage of these powerful new capabilities, please reach out to your friendly Flyntlok consultant!
For Part Purchase Orders, the currency that a Vendor sells in, such as Euros or British Pounds, is visible on the Purchase Order on the lefthand side of the page. You can only purchase in the currency set on the Vendor record (i.e. you cannot change the currency on the PO away from the Vendor’s currency).
The total for the order is displayed in both the Vendor’s currency and your company’s base currency in the upper right hand corner of the page, along with the FX rate from the Vendor’s currency to your company’s base currency. Flyntlok retrieves the FX rate for all necessary currency pairs on a daily basis, so you will always have the latest rate available to you. Clicking on the pencil next to the FX rate allows you to override the “official” FX rate to one of your choosing.
On the lefthand side of the page, you will see a dropdown that allows you to choose whether you want to see costing on the Purchase Order lines displayed in the vendor’s currency or your company’s base currency.
Once you have received part or all of a Purchase Order and have created a Receiving Voucher, you will see that the Vendor’s currency carries over to the Receiving Voucher. As before, the Vendor’s currency is visible on the left and the totals in Vendor and your company’s base currency are on the right. You can also override the FX rate here, just as you can on the Purchase Order.
When receiving a line on the Receiving Voucher, you enter the cost in the Vendor’s currency, and Flyntlok automatically calculates the cost in your company’s base currency using the FX rate visible above. You can also update the costing on the part itself in both the Vendor’s and your company’s base currency. Fees, credits, and attachments behave the same way.
Once you are ready to post the voucher to QuickBooks, simply proceed as you normally would. If your QuickBooks instance is set up to handle multiple currencies, the voucher will post in the Vendor’s currency; if your QuickBooks instance is not set up to handle multiple currencies, your friendly Flyntlok consultant will be happy to help you enable this setting.
Machine Purchase Orders work much the same way. The Vendor’s currency can be seen on the left side of the screen.
The totals and FX rate are in the upper right hand corner.
Once you have received part or all of a Purchase Order and have created a Receiving Voucher, you will see that the Vendor’s currency carries over to the Receiving Voucher. The totals in Vendor and company base currency are on the right. You can also override the FX rate here like you can on the Purchase Order.
When receiving a line on the Receiving Voucher, you enter the base cost in the Vendor’s currency, and Flyntlok automatically calculates the machine’s book value in your company’s base currency using the FX rate visible above. Fees and credits behave the same way.
As with Part Purchase Orders, once you are ready to post the voucher to QuickBooks, just proceed as you normally would. If your QuickBooks instance is set up to handle multiple currencies, the voucher will post in the Vendor’s currency; if your QuickBooks instance is not set up to handle multiple currencies, your friendly Flyntlok consultant will be happy to help you enable this setting.
Opportunity: Online Sales Managers requested that notes added to Shopify orders be included on the resulting Flyntlok Invoice.
Solution: Notes from Shopify Orders now appear in the “Internal Message” section of Flyntlok Invoices.
Opportunity
Salespeople requested a warning that a Machine is not at the same location when associating a Model with a Machine on a Sales Order. (This feature already exists when selling a machine on a Sales Order.)
Solution
Added the warning when associated a Model with a Machine.
Opportunity
Managers requested the ability to create new Leads directly from the left nav sidebar.
Solution
Added the ability to create new leads from the sidebar. If you would like to get this option accessible from your sidebar, please contact your friendly Flyntlok consultant.
Opportunity: Online sales managers requested that customers created in Flyntlok from Shopify orders have an “Ecomm” tag attached to them.
Solution: The exact text of this tag can be set on the Flyntlok Settings page under the Shopify section.
Opportunity: Salespeople requested the ability to view card transactions on Sales Orders.
Solution: Right now, this view is only available to Admins. We added a Data View for card transactions, including linked Sales Orders, dates, and transaction status, that can be viewed by anyone. If you would like to make this Data View accessible for your users’ sidebar, please contact your friendly Flyntlok consultant.
Complaint: Service Managers reported that the Fees section of Work Order Estimates was including Warranty jobs in its total calculation, even when Warranty jobs were configured to invoice separately.
Correction: Fixed. Warranty jobs will now be excluded in the Fees calculation when set to invoice separately.
Complaint: Avatax users complained that when using the Copy action on a Sales Order, the new Sales Order did not contain any relevant Avatax data from the previous Sales Order.
Correction: Fixed. Avatax-enabled Sales Orders now generate copies in full.
Complaint: Users noted that after changing their two-factor authentication phone number via the User Settings page, they were receiving the login code on their previous phone number when trying to log in.
Correction: Fixed.
Complaint: Service Managers reported that inactive Users were appearing in the list of Users when selecting Maintenance Schedule notifyees.
Correction: Fixed. Inactive users are no longer displayed here.
Complaint: Users noted that the "Magic Wand" item search feature did not appear in the sidebar on some pages, such as Work Order Dashboard and CRM Leads. (For the uninitiated, the “Magic Wand” provides a search pop-up screen for parts.)
Correction: Fixed. This feature is now visible across all Flyntlok pages.
Complaint: Parts Managers reported that disabled Vendors were appearing in the list of Vendor options on Part Purchase Orders.
Correction: Fixed. The Vendor drop-down selector will now only include active Vendors.
Complaint: Service Managers who have enabled "Moves on Work Order" noted that when enabling Pickup or Delivery on a Work Order, sometimes a Move would not be generated.
Correction: Fixed an issue where a Move would not generate if a Pickup or Delivery address was entered after creating a Work Order without inputting an address initially.
Complaint: Salespeople reported that their Logo image was not appearing at the top of Pick Lists printed from Sales Orders.
Correction: Fixed.
Complaint: Rental users reported that while selecting Models for a new Rental Contract, they did not show up on the Rate Sheet PDF.
Correction: Fixed.
Complaint: Rental Coordinators reported that when renting a Model, clicking “Associate Machines” sometimes wouldn’t show any machines for that Model.
Correction: Fixed.
Complaint: Inventory Managers noted that when editing an Item, the "Purchasing" fields would sometimes not populate, even though they appeared to be set when viewing the same fields on the Item Dashboard.
Correction: Fixed.
Complaint: Many users reported that column widths on multiple Data View pages were not loading with the correct width. They also had some issues where the addition of columns or the adjusting of column widths were not saving.
Correction: Fixed. Columns will now correctly respect saved widths.
This may cause some changes because saved widths that were not previously being applied are now being used. This can be fixed by simply editing the columns to your preferred width and saving the new override.
Complaint: Rental clerks reported that the timestamps on Comments in the activity pane were not accurate.
Correction: Fixed.
Complaint: Managers reported that the Filters panel on the Service Scheduler wasn’t scrollable, leading to some options being cut off when multiple filters were selected.
Correction: Fixed. This panel can now be scrolled.
Complaint: Parts Managers reported that the Recent Orders grid on the Item Dashboard was using the date a Receiving Voucher was created, instead of the date that it was actually received.
Correction: Fixed. This grid displays the Receive Date for Receiving Vouchers now.
Complaint: Some Users reported they were unable to connect their Microsoft email accounts via User Profile settings.
Correction: Fixed.
November 20th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We will start sending all of our Flyntlok customers a personalized report at the end of every month that will provide a comprehensive overview of your company's engagement with Flyntlok. This report will help identify opportunities for improvement and increase transparency. It will include the following information:
Admins will be able to set up the recipient email addresses for these reports on the new Account Settings page (more below).
The first scheduled delivery of this report will be on August 31. Be on the lookout!
Opportunity
Stihl has released a new major update to their integration, which provides better data about Stihl products.
Solution
We have upgraded our integration to the latest version offered by Stihl so that we can show the most up-to-date information possible. We have updated the widget on the machine dashboard to reflect the newest Stihl data; additionally, we have added the same information to the widget on the item dashboard.
Opportunity
Dealers who participate in the Bobcat Parts Trading Network have requested the ability to send a nightly CSV with part availability data to Bobcat automatically.
Solution
On a nightly basis, Flyntlok can now aggregate the required data into a CSV and send it to Bobcat. If you wish to enable this feature for your dealership, please contact your friendly Flyntlok consultant to discuss exactly which data you would like sent to Bobcat.
Opportunity
Managers have requested easy access to vendor information from the "Pending Actions" view.
Solution
Added a clickable link to the Item’s vendor at the end of each message on the "Pending Actions" view.
Opportunity
Service managers have requested easy access to the engine make field when creating a new machine on the Work Order Dashboard.
Solution
We have added the “Engine Make” field to the “Advanced” tab of the Work Order Dashboard's new Machine form.
Opportunity
Service Managers have requested the ability to notify multiple users when a Service Request is approved or rejected.
Solution
Added an “Additional Users To Notify” field to the Service Request creation form that allows you to select users to notify. Service Managers can also edit this list when approving or rejecting a Service Request.
Opportunity
Service Managers have requested the ability to provide the reason a Service Request was approved or rejected.
Solution
Added a “Note” field to the form for Approval or Rejection of the Service Request.
This note is shown on any notifications sent when approving or rejecting the Service Request.
Opportunity
Service Managers requested an indicator for whether or not a Customer has credit cards on file when creating and viewing Work Orders.
Solution
A credit card icon will appear on the New Work Order form and the Work Order Dashboard if a Customer has any cards on file.
Opportunity
Service Managers have requested the ability to create a scheduled task through existing Work Orders.
Solution
We have added an action to the Work Order “Actions” menu to create a scheduled task from the existing work order.
Opportunity
Service Departments reported that Machine warnings on Work Orders were obstructing some forms, hindering technicians.
Solution
We have made the Machine Warnings dismissible and added a warning indicator to the header of the Work Order Dashboard. When you hover over the badge, it displays the same warnings, ensuring that the interface remains clear and functional while still providing easy access to those important warnings.
Opportunity
Salespeople asked for the Item Number 2 to be visible on Part lines on Sales Orders and on Sales Order printouts. Item Number 2 is an additional internal part number used for reference purposes.
Solution
Added a setting to display Item Number 2 on the Point of Sale and on the Sales Order printout.
To enable the feature follow these steps:
Opportunity
Managers have requested the ability to limit which users can modify Invoice settings from the Point of Sale.
Solution
A new permission has been added around the “Settings” button on the Invoice page. Administrators can configure this permission by navigating to the Access Control page. The new permission is named “Enable POS Settings” under the Point of Sale section.
Opportunity
It has been requested that Reversed and Deleted multi-pay Sales Orders remove the payment lines generated on the other linked Sales Orders.
Solution
We have added functionality that reverses invoices paid on a multi-pay invoice if the latter is reversed. Additionally, deleting a line on a multi-pay invoice or deleting the invoice entirely will remove the payment line from any invoices previously paid on the multi-pay invoice.
Opportunity
Sales and Service Users have requested the ability to quickly view if their Customer Contact prefers to be contacted via SMS. This improves communication with Customers by reducing the potential of accidentally reaching out to them using the wrong method of contact.
Solution
New indicators have been added if a selected contact has "SMS Notify" enabled. On the Work Order Dashboard, it will show up next to the Contact's phone number with a "Text Allowed" indicator. On Sales Order pages, it will appear as a badge in the bottom right.
Opportunity
Managers have requested the ability to prevent automatic dismissal of the “Customer Note” popup that is on Customer Dashboard, Sales Order, Work Order Dashboard, and Rental Dashboard.
Solution
Added a setting to prevent automatic dismissal of the customer notes.
To enable the feature follow these steps:
Opportunity
Managers have requested the ability to make a reason for creating a customer a required field.
Solution
We have added a setting that will make the reason for creating a customer a required field.
To enable the feature follow these steps:
Opportunity
Rental Managers have requested the ability to know when a Customer has exceeded their Account Credit Limit before creating a new Rental Contract.
Solution
We have implemented warnings on Rental Creation that will show when a Customer's Account is over their credit limit.
Opportunity
Managers requested the ability to indicate when a machine has been stolen.
Solution
You can now indicate a Machine has been stolen from the Machine Dashboard by selecting "Report Stolen" from the Actions menu. If you recover a Machine that was stolen, select "Report Recovered" from the Actions menu. Additionally, there is a red warning banner across the top of the page for Machines that have been reported stolen.
Opportunity
Parts Managers requested that the Manufacturer Part Number be displayed on the Parts Purchase Order printout.
Solution
Added a new setting to display the Manufacturer Part Number on the Parts Purchase Order printout.
To enable the feature follow these steps:
Complaint: Parts Managers mentioned that sometimes when loading Item Dashboards for John Deere parts, the additional information pulled from John Deere would not load.
Correction: Fixed.
Complaint: Service Managers pointed out that the layout on the Job Level Service Scheduler was not being saved.
Correction: Fixed.
Complaint: Purchasers using MRP noted that attached Drawings on Parts were not being included when emailing a Purchase Order.
Correction: Fixed.
Complaint: Service Managers noted that editing and saving a Work Order on an iPad would sometimes cause an invalid date format error on correct dates.
Correction: Fixed.
Complaint: Sales Managers reported that invoices marked as paid in QuickBooks Online were not reflecting as unpaid after direct changes were made to the QuickBooks Online data.
Correction: Fixed.
Complaint: Managers pointed out that machines that were created through the “New Machine” page were not being created with the correct model.
Correction: Fixed.
Complaint: Technicians reported that when uploading files on the Work Order Dashboard they were receiving an “Upload Failed” error.
Correction: We have added a notification when files queued to be upload are over the total file size limit.
Complaint: Service Managers reported that SMS conversations with only outbound messages were not showing in the Activity tab on Work Orders.
Correction: Fixed.
Complaint: Service Managers reported an issue with the "Display Detailed Subtotal Breakdown on Report" setting. When this setting was enabled, labor subtotals on Invoices and Quotes for Work Orders were not calculated correctly if the Work Order included Jobs billed by hours.
Correction: Fixed
Complaint: Managers reported that when the user preference for opening a search in a new tab was enabled, the old search query persisted in the search bar on the original tab.
Correction: Fixed
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