Check out the latest updates to the Flyntlok Equipment Dealer Management System
For PACCAR Fleet customers, you can now associate a fleet card with a sales order. By assigning a fleet card, we will verify the card and update the item pricing for that fleet customer.
For PACCAR dealerships, you will now see the Fleet Card Number box on invoices. After assigning a customer, there will be a list of fleet card numbers to select from for the customer.
If the customer doesn't have a fleet card or the fleet card that they are trying to use doesn't exist, you can click the '+' to the right of the card selector box and add a new card for the customer.
Once the invoice is completed, you will use the Account payment type and close out the invoice.
NOTE: Flyntlok recommends that you add the fleet card to the invoice after adding all parts. This method will go out and check the pricing for all the parts on the invoice at once, instead of checking the price every time an item is added to the sales order.
When creating a work order, you can now assign a consignment location to that work order. What this will do is first pull consignment quantity for any internal parts orders before pulling the store location's QOH. If there is not enough quantity at the consignment location to fulfill the order, we will then pull from the store's QOH, or prompt the part to be ordered if there is not enough at the store.
When editing your user profile, you can now set a default consignment location. This will be the default consignment location when the user is creating a work order.
When adding a consigned item to a sales order, we have changed the quantity data that shows on the sales order. When on an internal parts order that has a consignment location assigned:
When selling consigned items that are not on an internal parts order linked to a consignment location:
When searching for items on Sparks, we were not showing all the items that vendors were supplying us on the price files.
We fixed an issue that forced users to refresh their browser after taking a credit card payment.
When receiving items, the calculator will now account for the purchasing units of the item.
You can now set the received cost of an item down to the 4th decimal place.
April 14th, 2021 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
When receiving items from a purchase order, you will now be able to update or set the list price and MSRP of the item. You will now see a check box below the cost box. Clicking this check box will bring up the price calculator that will assist you in choosing what your list price and MSRP should be by calculating on-the-fly margins.
You will be able to compare your past margins to the new margins to help find the best price point for the item.
When editing a work order, you can now edit the check-in time of the machine.
From a sales order, you will be able to report a lost sale for an item. You will see a sad face under the actions column of the sales order for each item. Clicking this will take you to a prefilled loss report for that item.
When a Sparks customer submits a sale, Flyntlok will pick either the Sparks customer's assigned salesperson, the salesperson assigned to their account in Flyntlok, or the Sparks Champion set for the company to be set as the salesperson of the sales order.
When viewing a machine move, we will now show the customer associated with that move in the Move Info section.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
When an internal parts order quote has been rejected, we will indicate that rejection on the work order dashboard.
There is now an option in the actions dropdown of the item dashboard to add a file attachment.
When a customer is putting payment on their Sparks order, they can edit or add a contact for the sale.
This will bring up a form that will allow customers to edit an existing contact or add a new contact for the customer.
There can now be one user configured at a company to be the Sparks Champion. This user will receive the following notifications:
We now show the customer unit number associated with a machine when assigning a machine to a sales order.
When receiving machines on a machine purchase order, we have added the ability to input invoice date and invoice number.
When resetting your password, we now accept the email linked to your account as verification to reset your password.
We have resolved an issue that was blocking most common parts from being added to sales orders.
The formatting of the machine condition report on a rental PDF has been fixed.
March 31st, 2021 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
Flyntlok will be closed on Friday, April 2nd, in observance of Good Friday.
We have released a new feature that allows you to submit warranty claims from Flyntlok to the PACCAR eportal. From a Flyntlok work order, you will be able to open up a warranty claim that is prefilled with work order data!
To get to the PACCAR form, your location will need to be configured by Flyntlok to allow PACCAR submissions. Then you will want to make sure that the work order is set to type Warranty. When those two conditions are met, you will see a Start Warranty Claim in the work order dashboard's actions drop-down.
If it is the first submission from the work order, you will need to fill out the Claim & Vehicle Information section and then save the claim. This will generate the CF (Claim File) in the PACCAR eportal.
Once this is successfully saved, you will be able to select the jobs from the work order that you wish to submit a RO (Repair Order) for. This allows you to submit multiple jobs for one claim file or create multiple claim files from one work order.
When on a work order that you have already submitted a claim for, you will be able to go back to those previously submitted claims via the claim file selector or create a new claim.
If you have more questions, please reach out to Flyntlok. We will be able to provide a more in-depth Q/A about the warranty form and submission.
We have added more granular permissions around editing a machine. Below are the 7 new domains for machine permissions and the sections of a machine they control:
Flyntlok now supports the uploading of .EIF type files!
We enhanced the safety measures in place to prevent electronic POs from being submitted more than once.
We also now don't submit the core item from a PO to Epiroc or PACCAR. The core item will remain on the Flyntlok PO to be received.
We apologize for the headaches in the past week that were caused by slow customer searching. We have made some changes to make customer search lightning fast!
We released this feature a few weeks ago and are pulling it back to reassess. We will have a better method for this in the future.
March 24th, 2021 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
On the lower left of the item and machine dashboard, you will find a reported losses widget. We will show the 10 most recent loss reports for the item or machine.
Item Dashboard Widget:
Machine Dashboard Widget:
You will also be able to click the View All button to all losses reported for the item or machine.
When you are transferring an item to be used on a sales order, but not transferring enough to entirely fulfill the order, we now create a purchase plan for the remaining items. When the combination of the purchase and transfer is received, you will be able to fulfill the order and any excess received parts will go into the QOH.
We can now tailor your sparks portal closer to your business workflow. For example, if you do not do rentals at your business, we can disable that feature from Sparks. This also applies to showing work orders and machines.
We updated the common parts button on Sparks to show common parts for the customer, and if you have a machine selected, common parts for the machine associated with the sale.
We made sure to let your customers know that they must save their drafts to see their custom pricing discounts.
We made the modal when accepting payments on Sparks a bit more contextual. For example, if one of your customers is charging to their account, the modal previously said Enter Card. It now says Charge instead.
We have added the sales order number to My Orders view. The view now also sorts in the order the sales were created.
When merging a special order purchase plan into a stock order, if there is a core associated with the item, we will merge the core purchase onto the stock order as well.
March 10th, 2021 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
We understand that some of your markets may be pretty competitive. To help, we now let you hide part numbers on quotes. This is a location-based setting that can be adjusted under your location settings. You must have administrative rights to Flyntlok to adjust.
We have changed the link on issue submission from our old FAQ site to the new one. You can check out the new FAQ site here!
You can now use W? to search for work orders. Here is a list of all the things that we will attempt to match with your search input:
We have updated the Flyntlok keyed-in cards system so that we are up to date with the most recent Gravity Payments standards. If you ran into any issues in the past week, it would have been due to this change not being implemented yet.
You can now sort your to-be-ordered board by items that can be merged into in-process purchases. If you are not familiar with this feature, it lets you take special order purchase requests and allocate them to an in-process stock order request.
You can now search for customers with the phone numbers of contacts associated with the customer. Before, you could only search for the customer record of the company and contact phone. We will now compare the phone number put into the customer contacts' mobile phone records.
Printing an item label will now show a shortened version of the item's description.
We will now send the line description through to QuickBooks even if the machine ID is not set on the line.
When adding the tracking number to the internal notes of a sales order, we will only show the tracking reminder notification once.
March 10th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System
Flyntlok is excited to announce a new integration with the Decisiv SRM platform. This is a service relationship management platform that is used to create and manage end-to-end service event workflow. Like Flyntlok, Decisiv is a cloud-based platform giving you access from any computer or mobile device.
Service management automates the asset maintenance and repair process from check-in to check-out. Repair details are included in each service event case that is created, including commentary from technicians, service estimating, and collaboration history.
Users can receive in-context communication at the point of service, curated and delivered based on their specific function and role. Customized alerts are provided based on preferences and criteria related to service events, from breakdown cases to estimated completion time, to downtime threshold notifications, and more.
Create electronic estimates and send them to the machine owner for approval. The machine owner is able to approve estimates from dealers or vendors; including line item approvals. Asset owners can accept, defer, or decline individual line items on the estimate.
Decisiv allows service providers to perform the vehicle check-in process from a mobile device. Users of the mobile app are able to easily find or add a vehicle into the SRM system, see in-progress service events, update mileage or engine hours, including a complaint, add and conduct an inspection, add operations and parts, attach pictures, and assign the service event to another user (eg. service advisor).
This mobile app, available on native iOS, Android, and HTML5, provides remote service event management capability. Technicians log in to assess a maintenance or repair situation, update repair status, and view asset details such as service history, warranty status, recalls, manuals, fault code information, and more.
Flyntlok and Decisiv can communicate work order information to each other. For example, you can create a case in Decisiv, and push that data into Flyntlok to create a work order. We will be continually improving on this integration over the course of the next few months to make it as streamlined as possible.
If you are interested in using this platform to assist in managing your service department on top of Flyntlok please submit a support ticket in the application and a consultant will reach out.
We have added the job name to the message of parts requests. You can also now check a box to have the WO status updated to "Parts Requested" if you have a work action setup for that status.
If you need this setup please create a support ticket and a Flyntlok consultant can assist.
We added item descriptions to the "Most Common Parts" section of the machine dashboard.
We added logging about who/what is changing when you edit a vendor.
When adding a machine into the system, and a model is not found, allow rent will be set to no by default on the new model.
We fixed a bug causing the inventory sprint count sheet to fail to render.
When editing a DMS Work Order we have added the option to clear the technician so you do not need to delete the technician's name before setting a new tech.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
| Dropdown | Description |
|---|---|
| Quick Quote | A snappy way to get a customer a quote for the machine. |
| Reserve | Create a new reservation for the machine. |
| Sell Machine | Create a sales order with the machine listed on it. |
| Rent | Create a new rental contract with this machine listed on it. |
| Work Order | Create a new work order for this machine. |
| Request Move | Request a new move for this machine. |
| Configure | Attach or detach this machine from another machine. |
| Request Purchase | Create a new purchase request for this same model. |
| Report Loss | File a lost sales report for this machine. |
| Report Loss | File a lost sales report for this machine. |
| Sale Pricing | Configure sale pricing for this machine. |
| New Linked Sales Order | Create a new sales order with this machine linked |
| Most Common Parts | View the most commonly sold parts for this machine |
| RPO Worksheet | RPO calculator for this machine |
| View Timeline | View the timeline of this machine |
| View Model Info | View the model settings for this machine |
| Change Ownership | Reassign the ownership of this machine |
| Legacy Transfer | Change the responsible and physical location of a machine without using the move system |
| Edit | Edit the settings of this machine |
| Delete | Delete this machine (Cannot be undone without filing a support ticket) |
Check out the newest updates to the Flyntlok Equipment Dealer Management System.
We are now integrated with Volvo Extended Offer. When you order extended offer parts from Parts Linq, Flyntlok will receive order confirmations and shipping confirmations for these orders' styles.
Volvo plans to let you place these orders from your business system in Q3/4 of 2021. We will add that functionality when it is available.
When clocking into a DMS work order, you can now choose a job to clock into right away!
You will also see the option to clock in listed on the jobs as well.
We made some small adjustments to the form for requesting parts transfers. The first field in the form is now the "From where?" section.
We also now show you the QOH at the location in the dropdown.
You can now give a customer multiple discounts. To do this, navigate to the customer editor. In the "Accounting" section, you can set the discounts.
These discounts must be pre-defined by an administrator at your business.
We will now show you the amount that has been rejected in the top banner of the work order.
We have adjusted the DMS work order PDFs to now account for flat rate job pricing.
We have added a new task that will get created for one user, set at the company level when a new vendor is added. This will allow for the vendor's accounting configuration to be double-checked and prevent any incorrect postings.
We have added logging to the Flyntlok Journal Entry system.
Now, when receiving an item, you will be able to edit or set the bin location.
The clock icon on the list of open DMS work orders will now be highlighted if any tech is clocked into the work order. Previously, it was only if the technician assigned was clocked in.
If a job template does not have a default labor type, we will default for you.
We found a bug that prevented draft parts orders from being created when adding a job template to a work order. That is fixed, and adding a template to a work order that contains parts will create a draft order of those parts.
We've tracked down and resolved an issue with cores being added to purchase orders with incorrect purchasing locations. Occasionally, when an item was being purchased with a core, the core added to the purchase order was for the incorrect store location.
We found a bug in notification settings where we were overriding your setting. That is fixed, and they should stick now!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
You now have the ability to transfer an item directly from a sales order! Previously, this could only be done from the item dashboard. After adding an item to the sales order that needs to be transferred to your location, you will see a truck icon next to the QOH of the item.
Clicking this will bring up the transfer information box. In this form, fill out how much, from where, your comments, your preferred shipping method (for the transfer) and whether or not this should be drop-shipped to the customer. This will initiate queue up a request to transfer the item to your location.
Tip: "Quick Transfer"
The quick transfer button will move your inventory instantly from one location to the next. This means upon clicking this button the QOH is immediately removed from the source location and moved to the destination location (your invoice location). This by-passes all the current transfer workflows in place, but will still create a record of the transfer.
Flyntlok will now keep your customer data from QuickBooks Online up to date in real time with Flyntlok. This ensures that things like the customers balance due stay in sync between the two systems with less clicks, and less human intervention.
!!! Tip "Loading QuickBooks Customer Data"
You can still sync the two systems by heading to the Wrench -> Accounting -> QuickBooks online and clicking the `Load Customers` button, but with this update, you really shouldn't have to do that ever again!
!!! danger ""
This is a beta feature. We will be monitoring its status over the next few weeks. We will be expanding on it during this time frame as well to incorporate all of the data between the two systems. Less clicks!
When an Equipment Condition Report is attached and completed on a work order, we will now generate a segmented work order for the needed repairs.
1. After adding an ECR in the Associated Forms section, selecting it will allow you to edit the form.
2. Selecting **No, requires fix** will prompt the system to generate a work order for the repairs.
3. When all appropriate fields are filled out on the ECR, next to the form number, you will click the *Save* button and then the *Go to Work Order* button.
4. The auto generated work order will be created after the machine is checked out from the work order.
5. On the new work order, for everything that was marked as needing a fix, there will be a job for that repair.
!!! danger ""
None of the jobs that are auto generated will have a labor type set. Be sure to set this before clocking into the job.
!!! tip "Rental Check Ins"
A reminder that Flyntlok can auto generate work orders when a rental unit is checked in. The work order will already have an ECR form attached. This allows for rental units to be checked in, have their condition reviewed, and then a work order generated for any repairs needed. We can also create new condition options on the ECR that will create a work order for the customer of the rental if you choose to bill them for repairs. Please reach out to Flyntlok to get this configured!
We have removed alternate payment options when a customer type is internal. You can only use the Flyntlok generated payment in this case.
We have added an internal cost report for work orders. This report will break out your labor cost, parts cost, and labor entries by job.
With this data, we can also show you your profit, margin, estimated hours, and actual hours per job.
If the work order is not in an Invoiced Status, you will go to the Actions drop-down and select Print Internal to access the report.
If the work order is in Invoiced status, there will be a red Internal button next to the Print and Email buttons, where you can access the report.
!!! note ""
This document is currently in beta. Any feedback on layout or data would be greatly appreciated to help utilize this report!
!!! danger ""
The internal document only works for segmented work orders. You cannot view this report on simple work orders.
We now send notifications when a quote is set to expire. You will receive notifications when the quote is 7 days from expiring, 3 days from expiring, and the day of expiration. You will see a green notification that shows in the lower right of your screen.
And you will get a red banner on your dashboard.
When a quote hits the expiration date, we will now mark it as expired with a message indicating that it was rejected due to expiration.
We made a few enhancements to the auto-generating DMS work order feature.
1. When setting the location on the work order, we will first check the default manufacturing location of the item, then the default manufacturing location set in the Flyntlok Settings page, and if neither of those are set we will set the location based on the sales order location.
2. The end date of the work order will now reflect the date that is set in the *Due Date* field on the sales order.
3. The description of the item on the sales order will be copied into the work requested section of the work order. This allows for that description to be set per sales order for custom work requests.
4. The origin of the work order will be noted.
5. The public message on the sales order is set as a note on the work order.
6. The customer PO on the sales order is noted on the work order as well.
On the work order PDF, we will now show the tag number and work station that have been assigned. We also removed the date that is associated with the hours and miles on the machine.
From a variance report for a physical inventory sprint, you can create a journal entry for those item variances. When you are on a variance report, you will see a button in the upper right that will create the journal entry.
This journal entry will contain a debit and credit for every item that had a variance. An increase will result in a debit to the asset account for that item, while a decrease will result in a credit to the asset account of the item.
We will automatically assign the correct asset and expense accounts. We will first look for the part's asset account, and if that isn't set, we will use the vendor's asset account for that item. For the expense account, we allow you to select an expense account to be used in the Flyntlok Details admin editor.
!!! note ""
Go to the wrench in the upper right -> Flyntlok -> Flyntlok Details. You can find the Inventory Variance Expense Account field towards the bottom of the accounting section.
If that default expense account is not set, we will first look for the parts expense account, and if that is not, set we will use the vendor's expense account of that part.
!!! warning ""
We do not restrict the creation of multiple journal entries for one sprint.
Flyntlok now supports adding an account payment type with any other type of payment! To use this feature you will need to add an Item Reference to your payment types that is different from the account payment type item reference. This item reference is a QuickBooks item that will be used to create the invoice in QuickBooks with the payment line.
You can edit your payment types by going to the admin editors, hovering over Point of Sale, and selecting Invoice Payment Types.
We have added a field to your labor types that indicates if a labor type is active. This allows you to keep old labor types at their rates and cost so that they can still be accurately reported on. When doing a labor rate or cost change, you will need to create a duplicate of the labor type, adjust the cost and rate of that new labor line, then mark the old one as inactive. We will then remove that inactive labor type from being shown when selecting a labor type to clock into.
You can now review order confirmation and shipment information directly in Flyntlok. This data was previously only available on the Volvo Parts Online Portal. By line, you can review where the part is coming from, and get information such as the carrier and tracking number. This data is updated real-time from Volvo.
We now exclude quote status internal parts orders from showing on work order PDFs. Internal parts orders must at least be in draft status for them to be seen on the PDF.
When you go to edit a work order, you can now add, change, or remove tags and work stations.
Our quote system has been revamped to allow tracking of quote conversions and their reasoning. Through this we will be able to report on how many of your quotes are accepted vs rejected and your valuation of open quotes.
When you are on a quote, in the Payment tab you will now see three new options:
- Modify Quote: This will allow you to turn the quote back into a draft sales order and make changes.
- Reject: If a customer rejects the quote, clicking *Reject* will mark the current date as the date of rejection, and we will give you the option to categorize and explain the reason for the rejection.
- Accept: When the customer accepts the quote, selecting *Accept* will mark the current date as the date of acceptance and you will have the option to attribute that sale to a category.
!!! warning ""
When you turn a sales order into a quote, you can set the date of expiration. When this date is reached, we will mark the quote as expired.
!!! warning ""
When a quote is accepted, you will not be able to turn it back into a quote.
!!! warning ""
When a quote is rejected, it cannot be reopened.
We have created a few dashboard grids that report on the quote conversion statistics. These dashboards WILL NOT have legacy data. They will only contain quote data that is created from today and on.
!!! info ""
If you have current pending quotes, turn them into a draft sales order, then turn them back into a quote to start the conversion tracking.
We will have more reports in the future, and are open to any requests of reports that would be valuable to you or your company! The current options are:
- My Quote Stats YTD: Your quotes' valuations, broken out by month and quote status.
- My Quotes Expiring: Your quotes that are expiring within a week.
- My Quote Conversion: Your quotes' acceptance and rejected amounts.
- Company Quote Conversion: Quote acceptance and rejection by store location.
- Quotes by Sales Person: Quote counts by salesperson. (Note: This will only show users who are set to be Sales for their user type. This is set in the Users admin editor.)
!!! warning ""
You will need to talk to your management team to help get your dashboard configured if you are interested in the reports.
!!! Note ""
All the dashboard grids are YTD(Year To Date) information except for My Quotes Expiring.
When you charge a CC fee, we now link that fee to the CC charge that it is associated with. If the CC charge z-out is approved, the fee will move with that charge to approved, likewise, when it is disapproved, the fee will be marked as disapproved. This allows for you to remove CC fees from being queued up to post to QuickBooks until you approve the CC charge.
Happy Veterans Day
From all of us at Flyntlok, to all the veterans out there… we salute you! Thank you for your service and sacrifice!
We are in the process of creating a new way to track quote conversions and save old versions of quotes within Flyntlok. This will include the ability to accept, reject, and modify quotes. When modifying a quote, we will take a snapshot of that quote before it is modified so that you can see what changed and potentially what made the deal! This week we are releasing a few smaller features of the new quote system to start tracking quote success and rejection rates. You can read more about this week's quote features below.
We've revamped our quoting system to now track when a sales order is converted to a quote, and when that quote is accepted or rejected. When a quote is rejected, we give the salesman the opportunity to explain why the quote was rejected. Rejected quotes will show on your wins/losses report as a loss.
!!! info ""
The wins/loss report should be located under the Company tab on your left-hand nav. If you have difficulties finding or adding that menu, please reach out to Flyntlok!
- Category: This will help to categorize the reasons for a quote rejection.
- Lost To: You can name who the customer went with if there was competing sale.
- Reason: Here the salesman can add more relevant information as to why the customer rejected the quote.
When a quote is converted to a sales order, we mark that date as the successful quote conversion date.
You now have the ability to take overpaid amounts on sales orders and apply that amount to the customer's deposit. Instead of issuing a return transaction for the excess amount, you can select the Customer Credit payment option on the sales order to put that amount into the customer's deposit. As with regular deposit transactions, that amount will not show on the customer's dashboard until that payment line is approved and posted by your accounting department.
!!! warning ""
This will only work for customers that do not have an account.
After marking a physical inventory plan as complete, you now have the ability to reverse that plan to make any necessary changes.
We have added more to the transaction lockdown feature when doing an inventory count. Previously, you could only prevent the *order* button from being clicked on the sales order. Now, you can also prevent parts from being received/returned on POs, inter-store transfers from being executed, and ERP work orders from being graded. If the lockdown is active, and there is an active plan being executed, the system will only lockdown for the location with the active plan. This allows for the rest of your company to continue working.
We recommend the lockdown to prevent transactions from happening while you are counting parts. If you don't lockdown, and transactions are created, it has the potential to negatively affect your reported QOH.
!!! info ""
To activate the lockdown, head to the admin editors->Flyntlok->Flyntlok Details. At the bottom of the accounting, section will be a check box called Lock Inventory During Counts.
The new Labor History report will give you a breakdown of your DMS work order clocked time vs billable time for the month. We give a summary at the top of the report that shows the hours by location with rates and costs of those hours.
You can schedule this report by going to the Report Scheduler within the Flyntlok admin editor.
We have added a new item type field that, when assigned to an item, will create a simple DMS work order to create the item. This can be used for selling predefined services like flat-rate service work, or for custom work with a set quoted price.
!!! tip "To utilize this feature, follow these quick and easy steps"
1. We have pre-generated a new item type for you called "Work Order Generator". (You can modify this on the item types editor)
2. Create a new item in Flyntlok. While filling out this form, ensure you set the item type to "Work Order Generator".
3. You will need to set the proper income, asset, and expense accounts on this item for recording purposes, but it is not required to test out the feature.
4. After creation of the item, create a new sales order and sell this item.
5. Once you have clicked order on the sale, a new DMS Work Order will have been auto-generated for you.
Upon closing this work order, we will update the cost of the item on the sale to be the sum of the parts costs on the work order. We will also update the MSRP of the item on the sale to the sum of the list price of the parts used on the work order. This is to give you an idea of how close you were to your set price for this work.
We have amped up the reporting of costs on MRP work orders. You will see more fields that report on costs within the details tab of work orders. Many of the new labor cost calculations will depend on the labor time and labor type being set on a per-item basis. (The labor time was released last week, check out the information below!)
??? info "MRP Labor Averages"
If you are an MRP customer, when editing an item, you will now see averages under the Labor Time input. These averages will show actual and billable times of the 10 most recent closed work orders for that item.
Just above the Labor Time field is the Labor Type field. This field will allow you to select one of your current labor types as a default for this item. The cost of the labor type selected and the labor time that is input will be used to find estimated labor times and cost or sub labor times and costs on work orders.
Here is an explanation of all the cost fields and how they are calculated:
- Expected Parts Cost: This will be the current cost of the item being built multiplied by the quantity being built.
- Actual Parts Cost: This is the cost of all the items on the BOM being multiplied by their needed quantity and summed together.
!!! warning ""
Your expected part cost should equal the actual parts cost. This will help to accurately reflect the cost of that item.
- Expected Labor Cost: We calculate this by taking what is set in the *Item Labor* field for the item being built, multiply it by the quantity being built, and then multiply it by the cost of the labor type that is set for that item.
- Actual Labor Cost: This will be the billable time that is set on the work order, multiplied by the labor types' cost that is used to record the billable time.
- Sublabor Cost: Using the labor time and labor type that are set for all item's on the BOM, we multiply the quantity needed of the item by the set labor time, and then multiply that result by the cost of the labor type.
- Misc.Cost: A miscellaneous cost can be set by item. This cost will include anything that is not a labor cost or subpart cost when building or purchasing the item. This will field will take the miscellaneous cost of the item being built and multiply it by the quantity being built.
- Subparts Misc. Costs: This will take all item's on the BOM, multiply the needed quantity to build by the amount set for Misc. cost of that item, and sum this result from all the items.
- Total Costs: This will sum subparts, sub labor, labor, and all miscellaneous costs to show how much this or these items cost to build.
- Expected Labor Time: This will be the time that is set in the *Labor Time* field of the item, multiplied by the quantity being built.
- Actual Labor Time: This will be the time that is clocked in on the work order.
- Sublabor Time: This will be the labor time that is set on each item of the BOM, multiplied by the quantity of that item needed to build.
Along with the new reporting, you can now update the cost and labor time of an item when the final grade is submitted.
When the final grader goes to sign off on the work order, they will get two comparisons.
- Unit Cost: will show what is currently set as the cost (Expected) vs what the subparts cost is per item (Actual).
- Unit Labor: will show what is currently set in the item labor field for the item (Expected) vs how much time was clocked on the work order per item (Actual).
Below both comparisons are checkboxes that default to not checked. Checking these will update their respective field for the item being built. If the work order is linked to a sales order, we will go out and update the cost of that item on the sales order.
We have added notifications when submitting electronic POs. We find this necessary on a few of the integrations we currently have as they do not provide an immediate response to the PO. Starting with our Volvo integration, when you submit a PO, you can expect a notification to come via the lower right pop-up and blue banners on your dashboard. You no longer should have to wait on the PO and constantly refresh the page hoping for a response from the vendor.
Just a reminder that we are still in the process of migrating over Flyntlok customers to the new Gravity portal. A Flyntlok consultant will reach out to you when we are ready to migrate your company onto the new keyed-in transactions system. If you have any questions, please reach out to Flyntlok if you have any questions!
We have released a new feature that allows you to create, edit, view, and schedule work orders on a calendar page at the week- and month-level. You can also filter by five separate criteria to find the exact set of work orders you're looking for.
Dragging and dropping is enabled, allowing work orders be moved around freely. This makes scheduling much quicker and more efficient.
To get to the work order scheduler, go to the *Service Overview* tab and select *Work Order Scheduler*.
!!! note ""
Please check out document to learn more about this feature!
[***Work Order Scheduler***]
!!! attention ""
This feature is being released in beta. Please let us know any issues you run into. Feedback is always welcome!
We have added the ability to lockout all sales order from moving out of draft status when your company is performing an inventory count. This will prevent the *Order* button from being clicked. If you would like this enabled when performing your count, please reach out to Flyntlok!
You now have the ability to make a PDF version of your variance reports for inventory counts. When you are on a variance reports page, click the pdf icon in the upper right!
We've added the ability to print PDFs of inventory plans. This allows you to print the plan, take the count, and log the adjustments later if you are not able to take the inventory count on a mobile device. You can find the link to print the PDF on the *Physical Inventory Sprints and Plans* report, next to the plan's name.
We now allow you to duplicate journal entries.
Copying a journal entry will retain all data except for the journal date, journal number, and any attachments.
If you are an MRP customer, when editing an item, you will now see averages under the Labor Time input. These averages will show actual and billable times of the 10 most recent closed work orders for that item.
!!! attention ""
In the near future, we will use this field to estimate your sub-labor costs per work order.
Now, when you add a comment to a pending action, that comment will be added for all associated actions as well.
We have added a new feature that will make doing your monthly, quarterly, or yearly inventory counts a breeze! This feature gives you the ability to create what we call an inventory sprint. Within a sprint, you can:
- Create plans that can have specific bins or ranges of bins assigned to them.
- Assign an employee to execute a plan.
- Set a date that the plan is due by.
Along with this, we have created reports that will show you how much inventory has been adjusted and how your inventory valuations have changed.
!!! note "None of the adjustments will affect inventory until all the plans have been marked complete and the sprint is marked complete"
We prioritized making this feature mobile friendly to give employees the opportunity to carry a smart phone or tablet through the warehouse and execute the counts.
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We have a guide on creating, executing, and closing out these inventory sprints.
Flyntlok has been working in the background with Gravity Payments (previously referred to as Charge It Pro) to upgrade keyed-in credit card transactions to the newest and most secure platform provided. If you are currently utilizing Gravity as your payment processor, a Flyntlok consultant will be reaching out to you within the next two months when you are slated to upgrade.
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Now when using the S? search action, you can search for split sales orders.
From the vendor dashboard, you can now access a date range report for the vendor's part order sourcing. This will show you the selling price of items from this vendor that are sold over the counter and on a work order between the dates that you input.
We have revamped the old labels and added new ones! All of these labels now contain QR codes. When you scan the QR code with a smartphone camera, you will get a notification that will take you to the entity that the label was printed for. There are five different locations that these labels can be found:
1. On the item dashboard, under the actions drop-down, there is a Print Label option. This label will contain the item number, bin location, vendor, and list price, along with a QR code that takes you to the item's dashboard.
2. On the item purchase order, the far-right column has a printer icon that, when clicked, will generate a label. This label will contain the PO number, item number, quantity received, and if the item is a special order, you will see the sales order number and customer. The QR code on this label will take you to the purchase order when scanned.
3. From a sales order, there is a new barcode icon in the upper right that will generate a sales order label. This label will contain the sales order number, customer PO, ready date of the sales order or the date that the label was printed, customer of the sales order, and the selected contact information or the contact information for the customer. The QR code here will take you to the sales order.
4. From a DMS work order, in the Actions dropdown, the bottom option of the *Informational* section is Print Label. This will print a label for the work order that will have the work order number, machine, customer, and contact info for the customer. This QR code will take you to the work order.
5. From an ERP work order, in the Actions dropdown, the second to last option is Print Label. This will print a label for the work order that will have the work order number, item, department, priority, due date, quantity, and reference if it is linked to a sales order. This QR code will take you to the work order.
When you print a purchase order, if there is an account number associated with that vendor, it will show in the Vendor box of the purchase order pdf.
On the strategic sourcing report, we have updated it to follow our rules of only being able to set metric override or metric override date when the other is also being set or is already set. We have also added the ability to update the metric override type on this report!
??? info "What is the strategic sourcing report?"
Strategic Sourcing is used as a quick view for vendor stock orders. At the top of the page, you can select a location and vendor that you want to pull the stock order report for. This makes it easier for viewing multiple different vendors' suggested stock orders instead of creating draft stock orders for each vendor. We also allow you to update an item's reorder point, metric override, metric override date, and metric override type from the report. Strategic Sourcing will be located under the purchasing tab on your left nav. If you don't see the report there, please reach out to Flyntlok to get it added!
On the vendor dashboard, we have added a link to a report that lets you view all items that were received for the vendor between a specified date range. The link is located at the top of the Most Recent Purchase Orders box, next to the View All option.
We have added a hotlink for purchase orders on manufacturing work orders. This link will take you directly to the Flyntlok purchase order that is input.
On vendor purchase order drafts, we have added sold 180 and sold 180i columns.
!!! warning ""
- Sold 180: This will be the quantity of the item sold in the last 180 days.
- Sold 180i: This will be the total number of sales documents that the item was sold on in the last 180 days.
When a warranty type customer is set as the customer on a sales order, the machine search field will now search through all machines associated with your company.
When a standard or tax-exempt customer is set as the customer on a sales order, the machine searcher will now search through machines owned by the customer and machines that are part of the company's machine inventory.
When editing a vendor, you can now search for revenue, asset, and expense accounts by account number and view the number of each account.
