Models can now be configured to be quoted, sold, and purchased with quantities of Model Options. You will find that quantity amounts can now be set throughout the entire quoting and purchasing workflow. This includes:
Purchasers wanted the ability to edit the cost of Model Options while editing a Machine Purchase Order. Previously, when ordering Models and then finding out about price changes after submitting the PO, the only way to adjust the cost was to either recreate the Purchase Plan, or remove all the existing options and recreate a new set of Custom Options with the updated pricing.
We have updated Model Options editing capabilities on our Machine Purchase Order page. You can now edit descriptions and costs. Similar to how Model Options was updated across the rest of Flyntlok in a previous update, this should feel more inline with all other purchasing workflows. And yes, quantity can be edited here too:
Opportunity
Purchasing teams wanted the ability to view the Item’s MSRP directly within the Part Purchase Order interface.
Solution
Item MSRP is now available in the column chooser on Part Purchase Orders, allowing users to include it in their custom layout. Further, some datagrid improvements enable layout saving and resetting for a personalized experience.
Opportunity
Service Managers needed a way to troubleshoot large machine Receiving Vouchers more easily. Without an export option, reviewing long lists of received machines was time-consuming.
Solution
Machine Receiving Vouchers now include an "Export CSV" option in the Actions dropdown, allowing easy export of all voucher lines for review in Excel.
Opportunity
When vendors shipped parts on a different Purchase Orders than originally ordered, parts staff had to manually edit the original Purchase Orders and recreate the receiving voucher to ensure accurate receiving.
Solution
Added the ability to transfer items between Purchase Orders. When an item is transferred, it is automatically included on the open Receiving Vouchers of the Purchase Order. This functionality is available from the Actions dropdown on the Purchase Order, labeled "Transfer Item From PO."
Opportunity
Parts Managers reported inefficiencies (and boldly challenged Flyntlok to solve this problem) when vendors shipped additional parts that were not originally listed on a Purchase Order. To receive these unexpected items, users first had to update the PO manually before they could add them to the voucher.
Solution
Challenge Accepted, Neil! Introduced a new “Add Items” option under the Actions dropdown on the Receiving Voucher page. This allows users to add missing parts directly to the voucher. When items are added this way, the corresponding Part Purchase Order is automatically updated.
Opportunity
Parts Managers requested visibility into both the Item MSRP and List Price directly on the Part Purchase Order PDF to assist with pricing validation.
Solution
Added a new setting: "Display Item List Price and MSRP on Parts Purchase Order PDF." When enabled, this setting will include both the MSRP and List Price of each item on the printed Purchase Order PDF. To turn this feature on, go to Flyntlok Settings and find it under the Purchasing section.
Opportunity
CRM users needed a more flexible and powerful search when working with leads. Previously, searching by phone number or email returned no results, limiting the usefulness of the search function.
Solution
We’ve enhanced the global search on the "All Leads" report to include phone numbers and email addresses, making it easier to find leads with limited information.
Opportunity
CRM users reported issues with lead handling, noting that new Leads that were created from the “Text Us” widget or from Zapier weren’t automatically linking to customers and that users could initiate Sales Orders, Work Orders, and Rental Contracts without a customer assigned.
Solution
A Customer will now be automatically assigned to a new Lead if the phone number or email matches a contact on exactly one customer. Additionally, a customer must be assigned before creating a Sales Order, Work Order, or Rental Quote from a lead.
Opportunity
Sales Managers needed a way to display selected “Machine Options” on the Sales Order and invoice PDFs.
Solution
We’ve updated the Sales Order system to include ”Machine Options” when a machine is sold using the “Sell Machine” button or through the Machine Dashboard. Options now appear directly on the Sales Order page and in the PDF.
Opportunity
Salespeople requested the ability to show multiple Rent Schedules when printing a rate sheet for their customers. This is because many Rental Departments use tiered pricing to support upsell opportunities, such as offering discounts for preferred customers or better rates for long-term rentals. Being able to present flexible pricing options would help to maximize rental opportunities.
Previously, rate sheets were limited to showing only the default Rent Schedule based on the contract’s location.
Solution
The updated Rate Sheet now offers two display modes:
Opportunity
Users reviewing item costs wanted a quicker way to assess profitability without needing to do manual calculations. Visibility into margin and profit directly on the Item Dashboard supports faster pricing and purchasing decisions.
On Item Dashboard, when clicking to reveal costing information, we now show margin percentage and profit amount.
Complaint: Sometimes inactive items are being displayed in the alternates view when viewing part through the search.
Correction: Fixed.
Complaint: Machine Purchasers reported that they would sometimes receive a number of duplicate notifications when they complete a Machine Purchase Order derived from Machine Purchase Requests.
Correction: Only one notification will be received.
Complaint: Users reported that machines that were currently rented out were showing a blank space in the Status column when searched using M?.
Correction: Fixed.
Complaint: Sometimes the Part Sales History report was becoming unresponsive when loading.
Correction: Fixed.
Complaint: The "Work Order Invoice Terms" setting in Flyntlok Settings was not functioning as expected. Instead of displaying its contents on the final invoice, the system was incorrectly using the general "Work Order Terms" setting.
Correction: The "Work Order Invoice Terms" setting now correctly controls the terms displayed at the bottom of a Work Order’s final invoice.
Complaint: Technicians and Service Writers noted that multi-day scheduled events created through Service Scheduler were not appearing in the assigned technician's "My Work" view.
Correction: Fixed. Multi-day scheduled events now appear on an assignee's view when filtering by any date that falls within the start and end date of the event.
Complaint: Service Writers reported that the “Billable Hours” as reported and shown within the Work Order Dashboard did not correctly carry over to the final Invoice.
Correction: Fixed.
Complaint: Inventory Managers reported that on Item Dashboard, they were unintentionally able to transfer more quantity than was available at the source location.
Correction: Fixed. Improved UI to show and prevent when a requested transfer amount exceeds quantity on hand at the selected location.
Complaint: Salespeople noted that sometimes Sales Orders generated by a Sparks customer showed up in their dashboards without an ID set, resulting in the Sales Order link not being clickable.
Correction: Fixed.
Complaint: Technicians reported that when attempting to attach photos to a Work Order from mobile using an Android-based device, they were only presented with the option to select existing photos. Users on iOS devices had the additional option to take a new photo.
Correction: Fixed.
Complaint: Users mentioned that they were not receiving a notification when their password was close to expiring.
Correction: Fixed.
Complaint: Salespeople reported that when accepting a card payment on a Sales Order, the approval code was not appearing on the thermal receipt PDF.
Correction: Fixed approval numbers not showing. Additionally, we now include more card information:
Complaint: Users were able to undo the receiving of a Special Order item that was already fulfilled, leading to incorrect allocation states.
Correction: Flyntlok now warns users when attempting to undo the receiving of a Special Order item if the linked Sales Order is already in a Delivered status.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
When making a sale, knowing the Customer’s account or deposit balance is helpful to the salesperson. To access this information, they would have to access the Customer’s dashboard page, which was inconvenient and time consuming with a customer waiting.
Solution
We’ve added the Customer’s balance information to the top of the Payment popup. When clicking the green “Pay” button on a Sales Order, will now see this information displayed at the top of the box:
For non-account customers, it will show their deposit balance instead:
Opportunity
Managers requested the ability to allow or restrict deletion of payment lines on Point of Sale based on their user roles.
Solution
We have added a new permission on our Access Controls page. The "Delete Payment Line" permission can be found under the "Point of Sale" category. Disabling this permission will block deletion of payment lines for Sales Orders in any status.
Opportunity
Previously, the text searcher on the Rental Category Timeline combined both Model and Class searching at once. Rental clerks complained that when they searched by a Machine’s Class specifically, it would display no Models underneath, because the searcher required that both Model and Class match the search filter.
We split the text searcher into two separate inputs, for Models and Classes:
Users can still use the Model searcher to limit results to Models whose Make, Model, or Description matches the filter. Additionally, the Class searcher can be used to limit results to Classes whose name matches the filter.
Having both options available allows users to precisely specify which results they are looking for.
Opportunity
Rental Managers noticed that when viewing a Machine Dashboard, the rental rates from a different location would show first by default, causing confusion. They wanted the system to prioritize the user's location-specific rental schedule instead.
Solution
We’ve updated the Rental Rates menu so that rental rates matching the user’s current location are shown at the top of the list. Additionally, we added location badges to clearly identify which rental schedule belongs to which location, making it easier to find the correct rates quickly.
Opportunity
Managers using Flyntlok's Shopify integration requested more insight into a Shopify-linked Item's status. Previously, we would only show if an Item was initially linked to Shopify. Modifications made to the Item in Shopify that resulted in a de-sync was not being communicated clearly on our Item Dashboard. This led to confusion about the actual sync status of the Item.
Solution
The "In Shopify" checkmark at the top of Item Dashboard has been replaced with a dedicated Shopify section in Item Dashboard. This allows you to view more details, including connection status of the Product, sync status, and the last sync time:
An Item with no Shopify link will display as "Unlinked":
In the case of a linked item that can no longer be found in your Shopify store, the Item's connection status is displayed as "Previously Linked":
Additionally, there are two buttons to external pages provided: "View in Shopify Store" directs you to your storefront's Product page. "Edit in Shopify" directs you to the Product on your Shopify Admin page.
Opportunity
Dealers receiving large quantities of Models requested a more streamlined way to enter Machine serial numbers in bulk. While Flyntlok previously supported bulk entry via barcode scanning, we did not have support for bulk text entry. This is especially important for dealers who prefer to enter serial numbers from a vendor's invoice before physically receiving the stock.
Solution
To use this feature, click the "Enter Serial Numbers" button near the top of an MPO Voucher:
From this dialog, select a Model, then type or paste in the serial numbers. Serial numbers can be separated by line breaks, commas, or a mix of both:
Check "Detect duplicates" to remove any duplicates before proceeding to the next step.
Clicking on "Next" will reveal the preview. From here you can verify that the serial numbers to be applied look correct. We will also display warnings if too many serial numbers were entered as compared to the number of machines on the voucher. If too many are entered, you can remove lines as needed, or click on "Back" to restart the process.
Use the "Overwite existing serial numbers" checkbox if you wish to ignore any existing serial numbers entered on that model. This is especially useful for dealers who use a placeholder serial number.
Complaint: Parts Managers asked for the ability to edit comments on Part Transfers that have been received.
Correction: Comments can now be edited.
Complaint: Service Managers noted that they were sometimes not able to add a new “Work Action” through the Work Actions Admin Editor.
Correction: Fixed.
Complaint: Rental Managers mentioned that when attempting to edit the default title or body for a contract in Rental Settings, the changes were not appearing on newly created Rental Contracts.
Correction: Fixed.
Complaint: Inventory Managers noted that when printing a Receiving Voucher PDF, the footer did not contain the "Generated by" user and timestamp info that commonly appeared on other PDFs.
Correction: Fixed.
Complaint: Inventory Managers complained that when adding a Model Option, sometimes the currency would not be correctly set.
Correction: Fixed. It will now default to the Vendor's currency when adding a new Model Option.
Complaint: Managers reported that under the Balance Sheet section on the mobile version of the Machine Dashboard, the Liabilities section was not accurate and would always appear as $0.00.
Correction: Fixed.
Complaint: Rental Clerks reported that sometimes the “Category Timeline” view on the New Rental page would report no conflicts, even when the Model had Machines that were out on rent.
Correction: Fixed.
Complaint: Rental Clerks noticed that some machines showed days with conflicts (denoted by colored cells), but when they clicked on the cell the pop up would show “No Conflicts”.
Correction: Fixed.
Complaint: When printing a Purchase Order, core items were appearing twice on the PDF.
Correction: Fixed.
Complaint: Damage waivers were not being automatically applied to new customers without insurance.
Correction: Fixed.
Complaint: Customers using Sparks were unable to select the "Account" payment method and were forced to use a credit card to place orders.
Correction: Fixed. We've restored the "Account" payment option for eligible customers in Sparks.
Complaint: Parts Managers noticed that John Deere information was failing to load with Flyntlok’s API link to John Deere for some parts.
Correction: Fixed. The lookup now ignores white spaces at the start or end of part numbers.
Complaint: Managers reported times were showing in the incorrect timezone on the Issue Dashboard.
Correction: Fixed. Times shown on the Issue Dashboard will be displayed in the current location’s timezone.
Complaint: Technicians reported that some parts they search for on the desktop Work Order don’t appear in the search results when requesting parts on Mobile Work Orders.
Correction: Fixed.
Complaint: Parts Managers complained that they were not able to cancel a Reversal on Part Receiving Vouchers.
Correction: Fixed.
Complaint: Rental Clerks with AvaTax integration noted that they were sometimes unable to reverse Invoices.
Correction: Fixed. This issue only affected reversing of Rental Return invoices whose original sale was processed by AvaTax.
Complaint: Inventory managers using MPO Voucher's detail view complained that they were seeing a "De-sync on Machine Cost" warning even though no changes were being made to the cost.
Correction: Fixed. This was causing bugs in other editable fields on the same view, sometimes preventing the user from editing those fields.
Complaint: Managers mentioned that they were not able to add a note to an issue ticket immediately after submitting it.
Correction: Fixed a bug where the note input was not appearing on issues in "New" status.
Complaint: Service Writers noted that their customer SMS messages were displayed in the wrong order on the Activity Tab of Work Order Dashboard, displaying from oldest to newest.
Correction: Adjusted SMS message history on Work Order Dashboard to always display the newest messages first.
Complaint: Sales Managers mentioned that they were sometimes unable to print a Packing Slip, and that it would show up as a blank PDF.
Correction: Fixed a bug where special characters in a Customer’s contact record would sometimes cause an error in displaying Packing Slip PDFs.
Complaint: Managers noted that their notifications for an expiring Machine Reservation was not showing the correct Machine ID.
Correction: Fixed.
Congratulations are due to Flyntlok staffers Michael F. who welcomed his first baby on April 25, a bouncing boy named Bogdan! And Dylan T. welcomed baby girl Willow (number 3) on May 6! These future Flyntlokers will be coding new features and closing out tickets in no time!!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Searching for parts can be oh-so-tedious. Techs have asked for the ability to scan a barcode to add parts to a job.
Solution
When you’re requesting Parts for a Work Order, you can now click a button to enter “Scan Mode” which lets you use a barcode scanner to add Parts more quickly.
Opportunity
Technicians requested an improved way to view their scheduled work orders on the mobile view.
Solution
The "My Work" page on the mobile view has been redesigned to provide a more user-friendly experience. If the "Show Technicians Scheduled Work" setting is enabled, Technicians can now:
Opportunity
Purchasers wanted a more streamlined way to close out a Machine Purchase Order after receiving it fully on a Voucher. Previously, they had to first close the Voucher, then find its associated PO and close it separately.
Solution
When completing a Machine Receiving Voucher that moves any of its associated POs to "Received" status, users now have the option to immediately close the PO. When applicable, this prompt will show up after clicking the Complete Voucher button:
Opportunity
Managing pre-delivery inspection (PDI) costs efficiently has been a challenge, especially for dealers handling high-volume orders. While some equipment dealers often use work orders to capitalize PDI costs against units, this approach is too time-consuming and inefficient when managing numerous smaller units.
The existing PDI field on Machine Receiving Vouchers didn’t allocate costs to units when posting, creating additional manual effort and inefficiencies.
Solution
To streamline PDI cost management, we've introduced a new feature that allows you to allocate PDI costs directly on machine Receiving Vouchers. This update simplifies workflows and ensures more accurate financial reporting.
Key Enhancements:
Configuration:
To set the PDI account, navigate to Flyntlok Settings and configure the account as shown below:
Opportunity
Managers requested the ability to update Model Options Pricing in bulk to align with the model pricing matrix.
Solution
A new feature in the “Bulk Model Update” allows managers to update Model Options Pricing automatically when running a Pricing Matrix against a Model. This ensures that all associated Options are priced correctly based on the latest Matrix.
Opportunity
Salespeople wanted a way to personalize the message sent to their customers when sending them a request for a Google or Facebook review. While we previously supported adding text to a Review Request, a Salesperson's customer was sent the same message template that could not be edited.
Solution
Administrators can now configure the default message by navigating to Flyntlok Settings -> CRM Settings -> General -> “Request A Review” Message,
This default message will prefill the message body when requesting a review. You can modify the message as needed before sending it.
The message will be sent to the customer with the review links included. Here is an example message shown as a text and an email:
Note: If this is not configured, a basic message template will be used instead.
Opportunity
Sales Managers needed greater flexibility in customizing “Lead Sources” within their CRM systems. This level of customization allows for more accurate and insightful reporting while better aligning lead tracking with the unique needs of their business. Previously, the lead sources were not customizable, limiting managers' ability to adapt the system to their specific workflows. (Or they had to call us and ask us to hard code a value for them.)
Solution
To address this, we’ve enhanced the CRM “Lead Sources” flexibility to enable full customization. This empowers sales teams to better manage and refine their “Lead Sources”, resulting in improved reporting and streamlined lead management. And more customers!
Key Enhancements:
With this update, your CRM system becomes more adaptable to your business, ensuring that lead management is precise, efficient, and tailored to your needs.
Complaint: Salespeople mentioned that a Contact’s Tags would not show on the Customer Dashboard if the Contact was a Primary or Accounting Contact.
Correction: Fixed.
Complaint: Users (well, Wayne) noted that when trying to access a Vendor's website URL via Vendor Dashboard, the link would not work if it didn’t start with “http://” or “https://”.
Correction: Fixed. The link now supports more URL formats.
Complaint: Accountants noted that while editing a Machine, the Accounting Transactions preview would sometimes display the wrong accounts.
Correction: Fixed an issue where, on depreciating Machines, the Accounting Transactions preview would incorrectly display the Vendor account instead of the account that was set on the Machine. This was a visual-only bug and did not have any direct effect on accounting data.
Complaint: Inventory managers mentioned that they were sometimes unable to delete Vouchers from a Part Purchase Order.
Correction: Fixed.
January 1st, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
