Opportunity:
A few large customers and some new Flyntlok prospects have found that QuickBooks online isn’t a fit for their business due to their ownership complexity, number of locations, multiple currencies, or for other reasons. We have been asked to integrate with the Sage Intacct accounting system.
Solution:
Flyntlok has been a proud integrator with Intuit’s QuickBooks Online, one of the premier accounting packages in the industry, since our inception. However, we are excited to add an integration with the Sage Intacct accounting package. Sage Intacct is the industry’s most modern, powerful, and scalable accounting software geared toward larger and more complex dealers, specifically those with numerous branch locations. Flyntlok and Sage have a two-way sync process to move reference data, transactions, and balances between the products. Synchronization can happen automatically or can be manually initiated in order to provide a review process as part of your workflow.
If your business outgrows QuickBooks Online and you want to consider Sage Intacct, please reach out to our Consulting team, and we can set up a meeting to discuss this option.
Opportunity:
In our July 19th Release, we debuted the new CRM "Reviews" report, which tracks and displays customer reviews submitted from Google. Salespeople have requested reviews left on the company's Facebook page be included in this report.
Solution:
We have incorporated Customer reviews posted on your business's Facebook page into the"Reviews" report located in the CRM Tab of your Left-Hand Navigation menu. This report will retain all of its previous functionality and still allow users to view the company's aggregated Google/Facebook scores, respond to reviews, and send an email or SMS message requesting a review of the company. (N.B. While Flyntlok has completed this integration work, the final release is pending a Validation Review by Mark Zuckberberg… or someone that works for him. That should be completed within 5-10 days and then you can set this up. Please contact a Flyntlok consultant for any assistance.)
To integrate your company's customer Facebook reviews into the "Reviews" report, you will first need to connect your specific Facebook page to Flyntlok. This can be accomplished by navigating to the "Integrations" page. (Admin Editors Wrench->Flyntlok->Integrations). From here, you can select the button to log in and connect to your Facebook account to Flyntlok.
If your company's Facebook account has multiple pages representing alternate branch locations, you will have the ability to link multiple Facebook pages into Flyntlok. Once you have entered your account login information, Fyntlok will display a list of all "Pages" associated with the account, where Users can select which pages to connect with Flyntlok. You can add and remove account pages by selecting the edit button on the "Facebook Settings" section of the integration page.
Users can respond to customer reviews by selecting the 
button of the individual line. For responses to Facebook reviews, Flyntlok will provide a link that will redirect Users to the Facebook reviews page, where they can respond to individual customer reviews.
Flyntlok Users will also have the option to send an SMS message or email to customers, requesting they review your company via Facebook Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the company's Facebook account and the Google Review page.
Opportunity:
In the last release, we launched the new "Contracts To Be Billed" report, which allows Flyntlok Users the ability to generate and invoice active Rental Contracts in bulk. Our next iteration is to further streamline this process by auto-applying account payments to invoices when the associated customer is an Account Customer.
Solution:
Account payments will now be auto-applied to invoices generated where the associated customer is an Account Customer. Flyntlok will then move the invoice into a "Delivered" status. Invoices where the associated customer is not an account customer will be generated in a "Draft" status and will still need a payment. To make the Contracts associated with account customers more obvious, we added a new "Customer has Account" column to the report.
Opportunity:
Purchasing managers have requested an additional warning be added to the Draft Purchase Order Page when the top-left "Delete Layout" option is selected. Currently, when adjusting layouts, if the delete button is clicked accidentally, the only way to cancel is to close the window.
Solution:
We have added a "Delete Layout?" pop-up to the "Draft Purchase Order" page that will display when the "Delete" button (of the page layout section) is selected, and Flyntlok will now ask Users to confirm if they wish to delete the selected layout.
Opportunity:
Flyntlok managers have requested that we create fewer steps for executing certain actions after looking up a Vendor.
Solution:
We have updated the prefix searchers Vendor search (V?) results page.
When attempting to look up a specific Vendor from the Flyntlok home page searcher using the V? prefix, you will be directed to a results page where Flyntlok will display a list of all possible Vendors matching your search. We will now display a 
button beside each returned result. Users will have the ability to select from several actions including: creating new Purchase Orders or Machine Purchase Orders; adding new Models; and importing Purchase or Return Orders from a spreadsheet.
Opportunity:
In our August 30th Notes, we released a new indicator titled "Has Contacts" to the Customer Dashboard, which shows Users if a specific Customer has Full Contacts associated with it for marketing purposes (A "Full Contact" is a contact that has all of the following details: contact name, phone number, and email). Flyntlok Salespeople have requested we instead display the number of Full Contacts associated with the Customer record.
Solution:
We have changed the title of this indicator from “Has Contact” to “Full Contacts,” and Flyntlok will now display the number of Full Contacts associated with the Customer record. Contacts associated with the Customer that do not have all required fields will not be included in this count (i.e. is missing email or phone number).
Opportunity:
Flyntlok Users have requested additional Machine Warranty information be added to the Machine Dashboard.
Solution:
We have added new fields to the Machine Dashboard to display Internal Warranty Start and End dates and Powertrain information. To add this information to Machines in your inventory, navigate to the Machine's Dashboard and select "Edit" from the button drop-down menu.
Opportunity:
Service managers have requested a new field be added to the Machine section of the Work Order dashboard to display the "Manufacture Year" of the Work Orders associated Machine.
Solution:
We have added a "Machine Year" field to the "Machine Section" of the Work orders "Info Tab", which will display the associated Machine's manufacture year. This field will only display for Machines where the "Manufacture Year" is populated.
Opportunity:
We recently released the "Customer Item Pricing" feature, which allows Flyntlok Users the ability to set up a temporary discount on an Item for a specific Customer. Flyntlok managers have requested we add permissions around this feature so Administrators have the option to allow or restrict Users from using the “Customer Item Pricing" feature.
Solution:
We have added a new permission to the Customer section of the "Access Control" page, allowing Flyntlok Administrators to allow or restrict User's access to the “Customer Item Pricing" feature. Administrators can navigate to the setting by selecting the 
icon in the top right corner of any page, selecting "Users", and then choosing "Access Controls" from the drop-down menu.
Complaint:
If a User was creating/editing a Customer and if the User clicked out of the pop-up entry form, the page locked and the Save button was no longer selectable.
Cause/Correction:
Fixed. When creating a new Customer, clicking out of the pop-up will no longer lock the page.
Complaint:
Flyntlok Users have encountered an issue when creating an Item Purchase Order that contained a Special Order and Stock Quantity of a particular item. If the item was received with additional quantity from what was ordered, and the Sales Order is reversed, the SO becomes broken, and you can only fulfill the original Special Order quantity for the sale.
Cause/Correction:
Fixed. When receiving items on an Item Purchase Order, if any additional quantity is received for items associated with a Special Order, Flyntlok will fulfill the Special Order quantity and then apply the remaining quantity to stock.
Complaint:
Flyntlok users were reporting an issue where Flyntlok was unable to return search results when attempting to search a time period between two dates from the "Sold Machines" report.
Cause/Correction:
Fixed.
Complaint:
Purchasing managers were experiencing an issue when adding a Customer Shipping Address to a Machine Purchase Order when the shipping address exceeded 100 characters. The user would receive a "Could Not Edit Purchase Order" error message and the address was not saved.
Cause/Correction:
The "Ship to" address length allowed on the Machine Purchase Order was shorter than the address length allowed on the Customer Dashboard "Customer Shipping Addresses" field. (Yeah, that was stupid of us.) We have increased the character limit on the "Customer Shipping Address" field of the Machine Purchase Order and aligned it with that of the Customer Dashboard. (That was smart of us.)
September 13th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.
Opportunity:
Service managers have requested the ability to create and schedule maintenance-related Service Jobs for individual Machines/Assets within their inventory. They would like to create a maintenance schedule based on certain usage metrics (Machine Hours, Machine Distance, Machine Age).
Solution:
We have added a "Maintenance Schedule" to the Machine Dashboard page, allowing users to create and edit existing maintenance schedules for individual Machines. To create a new Machine Maintenance Schedule, navigate to the specific Machine's Dashboard and select "Maintenance Schedule" from the Action button drop-down menu. You will then be redirected to the "Maintenance Schedule" page with the Machine's information prepopulated.
From here, you can select the "+ New Schedule" button, where you can choose a previously created Model Template or create a new schedule. Users will also have the option to have the schedule repeated and set the next interval according to the Machine’s current hours, distance, or age.
Interval and repetition are editable using the 
icons
You can change the status, edit schedule details, or delete the schedule by selecting the task from the "Actions" button drop-down menu.
You can add recipients to receive notifications of an upcoming schedule through the notifications section. Users will be able to select either a group of users or a single user to receive the notification and also to specify when the notification is delivered.
We have added a "Configure Model Template" button to the Model's edit page, which will allow Users the option to create templated service schedules that can then be applied to Machines of that Model.
Once the model template is created, you will be able to apply the template to Machines by selecting the option from the "Action" button drop-down menu. Flyntlok will then display a list of all Machines of that Model, giving users the ability to apply the template to all Machines or selected individual Machines.
We have also added an "Upcoming Maintenance" report to the Machines Tab of the Left-Hand Navigation Menu, which will display a list of upcoming scheduled maintenance jobs. This report will provide information on the Machine and upcoming service as well as links to the Machine's Dashboard and the Machine's Service Schedule Page. Users can sort and filter the report based on the priority or the next due metric. Flyntlok will color code the row based on the priority (see priority rules below).
The overall priority of a schedule is calculated based on individual priorities according to hours, distance, and age. Flyntlok's priority rules are as follows:
Days Remaining -
High: 15<=
Medium: <=45
Low: >45
Distance -
High: <=100
Medium: <=350
Low: > 350
Hours -
High: <=40
Medium: <=120
Low: >120
Conclusion: So, yeah, this is a pretty big (and pretty cool) addition to Flyntlok. If you need help with this functionality, or if you have questions, please reach out to us!
Opportunity:
Rental managers have requested the ability to put an unavailable Model or Classification on a Rental Contract in a "Waiting List" status and have the option to convert the contract to an Active status and notify the customer when the equipment becomes available.
Solution:
We have added a "Waitlist Contract" check box to the Details section of the Rental Contract's creation page that will put the contract into a "Waitlist" status. Once a Machine matching the Model or Classification becomes available, contracts will need to be converted to a Draft status before equipment can be associated with the Model or Classification holding spot. Waitlist contracts can be converted to a "Draft" by selecting it from the "Actions" button in the top right corner.
If the User is set up to receive notifications and is also set as the Salesperson of the Waitlisted contract, Flyntlok will send a notification when a waitlisted contract is able to be fulfilled. To edit your notification preferences, first select your "User Name" from the top right corner of your screen, then select "Preferences" from the dropdown menu.
We have also added a new "Waitlisted Contracts" report to the Rental Tab of the Left-Hand Navigation Menu, which will display a list of all waitlisted contracts and their customer contact information. For contracts with multiple Machines, Flyntlok will display a record for each machine that is available.
Opportunity:
Salespeople using the new Gravity Payments system have requested the ability to use an existing address under a customer's profile for the billing address when adding a Text-2-Pay payment method to a Sales Order. Currently, Flyntlok is not auto-filling Customer information into the Text2Pay billing address field, even if the address is saved within the Customer's Dashboard.
Solution:
Flyntlok will now auto-fill the "Card Billing Address" field of the Text2Pay payment method of the new Gravity Payments system if the information is available from the Customer's Dashboard.
We have also added a new "Save to Customers Dashboard" check box to the Text2Pay module, allowing Users to save new billing addresses for Customers who previously did not have this information.
Opportunity:
Salespeople would like to see a notification on the Sales Order and Work Order pages when adding a Customer who has exceeded their credit limit.
Solution:
We have added a flashing notification to the Customer Dashboard, Invoice page, and Work Order Dashboard to warn users that the customer is over their credit limit. Administrators can activate this new setting by navigating to the Flyntlok settings page (Admin Editors Wrench->Flyntlok->Flyntlok Settings->Sales)
Opportunity:
Our SMS messaging service does not allow for sending PDF file types. Salespeople have requested a way to view what types of files they are able to send via SMS messaging.
Solution:
We have added a new 
icon to all SMS messaging modules that, when selected, will display a list of supported files.
Opportunity:
Flyntlok Users were experiencing an issue where they were unable to remove a "Superseded By" part from an Items Dashboard.
Solution:
Supersessions from the Vendor Price File are intentionally not editable. To avoid confusion in the future, we have updated the Supersessions field of the Item Dashboard. If the item is from the Vendor, the item(s) will now be displayed below the selected input, and Flyntlok will display a "Superseded by (From Vendor)" message along with the supersessions.
Complaint:
When trying to apply payment to a Sales Order via credit card, the option to use Saved Cards isn't there. This issue only affected users of the older payment system, not those who upgraded to the Emergepay system.
Cause/Correction:
Fixed.
Complaint:
Salespeople reported having issues with not being able to do force refresh on invoices.
Cause/Correction:
Fixed.
Complaint:
Flyntlok Purchasers were running into an issue when applying a percentage discount to a machine currently on a Purchase Order. After applying the discount and attempting to print the PO, the discount was not applied to the printed copy.
Cause/Correction:
Fixed. Flyntlok will apply any discount set on the machine and display it properly on the printed copy of the PO.
Complaint:
Users had an issue uploading (WAV) audio files; in this scenario, the user would receive an error message, and the file was not uploaded.
Cause/Correction:
We have removed the restriction for uploading WAV audio files. While you will now be able to upload WAV audio files into Flyntlok, please note these are uncompressed files that may hit our filesize restriction of 30MB.
Did you read all the way down to the bottom? Nice! This was a pretty big release week for Flyntlok. Hope you appreciate all the new features!!!
August 30th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Rental Managers have requested the ability to reserve a Model or Model Classification for a Rental Contract and also have the ability to convert the Model/Class to an actual Machine at a later date.
Solution:
We have added Machine Models and Machine Classifications as selectable options to add to a Rental Contract on the rental creation page or the active rental. When a model/class is selected, that model or class is temporarily added to the contract that users can later change to a specific Machine.
Users will be able to specify an actual Machine to the Model/Class holding spot by selecting the "Associate Machine" button on the individual lines of the Contract. Flyntlok will then display a list of all Machines of that particular Class/Model for the user to choose from.
Users will have the option to generate Interim Invoices for Rental Contracts with reserved Models. When the Model is later replaced with an actual Machine on the Rental Contract, Flyntlok will then display an "Associate Machine To Invoice" dialog. Flyntlok will then suggest line items from the Invoice that the Machine could be associated with. Associating the Machine to the Invoice allows for its monetary value to be applied to the income statement of the Machine.
If the Contract and Invoice have a duplicate of the same Model (e.g. two lines in the invoice have the same model), users will have the option to choose which line item to associate the Machine with by clicking the Edit button.
Opportunity:
Rental managers have requested the ability to convert an active Rental Contract to a “Demo Contract”. Converting a Rental Contract into a Demo Contract allows for the associated Machine(s) to be released on a trial basis. Demo Contracts will block the depreciation of the Machines and eliminate the need to report the Machine(s) as FID to the manufacturer. Flyntlok gave users the option to generate a Rental Contract or a Demo Contract from the rental creation page, but did not allow active contracts to be converted to a "Demo".
Solution:
We have added the "Is Demo" field to the General section of the Rental Contracts "Info Tab" allowing users to convert active Rental Contracts to Demo Contracts.
Opportunity:
Flyntlok users have requested additional information be added to the Rental Contracts Audit Log to make it more evident what Machines or Items have been added or removed from the contract.
Solution:
We have updated the Rental Contracts Audit Log to now display the ID Number of Items, Models, and Machines that have been added or removed from the contract.
Opportunity:
Purchasing Managers working with Honda equipment have requested the ability to generate Item Purchase Order documents for Honda directly from Flyntlok which they can then upload to the Honda Portal.
Solution:
We have added a "Generate Document For Honda" link to the Actions button drop-down menu of the Item Purchase Order which, when selected, will automatically download an interface document onto your computer. Once downloaded you can upload the document to the Honda Portal as a Purchase Order.
Opportunity:
Flyntlok users have requested Item Alternate information be added to the individual line items of the Draft Purchase Order Page, allowing purchasers to more easily see whether an individual item has any alternates. Alternates are Items that can be purchased instead of the original item, as a substitute.
Solution:
We have added an "Alternates" icon to the Draft Purchase Order Page, which will populate to the left of the Item Number if the item has any Alternate Item associated. We have also introduced a new tab titled “Alternate Items” on the "Inventory and Order History" section of an Item, which is visible when an individual item row is expanded. Flyntlok will display a list of available alternates for the given Item in this new section and display a “No Alternates” message if no alternates exist.
Opportunity:
Last release, we added a mileage log capability on Flyntlok. Our next iteration was to add an "Hour History" section to the Machine Dashboard. This will display all Work Order and Rental Contract check-in hour logs as well as any direct edits to the Hours field of the Machines edit page.
Solution:
We have combined the Machine Hours with the Mileage logs and renamed the section "Meter History". This section will display ALL mileage and hour log entries for the specific piece of equipment via the following pages: WO creation and WO check-ins; on Rental Contracts as well as on Check-in/out of the rental; and on changes to the Machine Dashboard edit page. This new section will display the ten most recent entries as well as a link that will redirect users to an alternate view that will display ALL mileage/hour logs for that specific Machine. Flyntlok will display the date, the metric, and the user's name that performed the logging.
Opportunity:
Flyntlok Users have requested a way to easily see if a specific Customer is properly set up with contact marketing information.
Solution:
We have added a new indicator titled "Has Contact" to the Customer's Dashboard, which will display a green check icon if the particular Customer has one or more contacts with Contact name, phone number, and email information saved. This new field will be added to the top bar of the Customers Dashboard next to the "Last Survey Send" field.
Opportunity:
Accounting Managers have recently inquired about where they can create new items as a Service in QuickBooks Online. Creating an item as a Service in QuickBooks allows Users to set a revenue account for the item to book to within QB. Currently, Flyntlok provides a link to add a new Service in QB from the Accounting section of the Item Dashboard's edit page, but does not clearly define what the link does.
Solution:
We have updated the styling of the "Add Service to QuickBooks Online" link on the Item Dashboards edit page and also added descriptive text.
Complaint:
Salespeople have requested to have the logging of the status change "New to New" be removed from the Lead Dashboards Audit Log. Flyntlok gives users the option to edit information surrounding the Lead from the individual Leads Dashboard, such as the status, estimated revenue, contact information, and more. Currently updating any status of a Lead ( for example updating a lead status from "Open" to "Won") creates a log stating "Status changed from NEW to NEW" and then also states the correct status change.
Cause/Correction:
We have removed the logging for the status change (New to New).
Complaint:
Sales Managers had noticed the red "Paid" stamp, usually displayed on a Sales Order invoice that has been paid in full and moved to a Delivered status and has been processed in QBO, is no longer being displayed.
Cause/Correction:
Fixed.
Complaint:
Salespeople were experiencing issues when attempting to document a lost Machine Sale by selecting the 
icon of the item line from the Point of Sale. The "sad face" icon allows Users to generate a "Lost Sale" form for the Item or Machine of the line selected. Flyntlok will then generate the "Lost Sale Form" with the Item or Machine information and "Loss Type" prepopulated, in this scenario the generated "Lost Sale Form" form was incorrectly set as an Item and was not populating any Machine information onto the form.
Cause/Correction:
Fixed. Flyntlok will identify the Item or Machine associated with the specific Point of Sale line item and generate the Lost Sale Form with the correct "Loss Type" and Machine or Item information prepopulated onto the form.
Complaint:
Purchasing managers were experiencing an issue where Stock Items' recommended quantities were not successfully updated when users created a new Stock Purchase Order using the Flyntlok recommended quantity, and marked the PO as Ordered, but then deleted the PO. The recommended quantity was not being updated on the Recommended Orders Report or the Draft Purchase Order page.
Cause/Correction:
This was caused by a timing issue based on when Flyntlok updated recommended quantities (which is done in a nightly batch job). We have updated the metrics for inventory items, and we will now immediately update the recommended quantity when a PO with stock items is deleted.
Complaint:
Flyntlok Users were experiencing an issue when trying to submit a Support Ticket when the description field exceeded 4,000 characters. The user would receive a generic error message and the ticket was not submitted.
Cause/Correction:
We have updated the error message displayed when the character limit is reached, and will now notify the User of the specific issue at hand and prompt users to shorten the description to 4,000 characters or less. (And, um, if the issue is that difficult to describe, you can always pick up the phone and call us for help. That’s what we’re here for!)
August 16th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Salespeople have requested the ability to set up a temporary discount on an item for a customer so that each time that customer buys that item there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.
Solution:
We have added a new "Item Discounts" module to the Customer Dashboard that will allow users to add and edit individual item discounts and set a specific expiration date for the discount. This new module will be found in the Action Buttons drop-down menu.
We have also updated the discount structure of the Point of Sale to incorporate the Customer Item discounts so that you can save a new discount directly from this screen. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give users the option to save that discount to the customer. Item discounts saved via the POS will then populate the "Item discounts" module of the Customers Dashboard.
Opportunity:
Flynlok offers users an option to email a "Signature Request" or "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contact. Currently, the email sent out is including our Flyntlok logo and mailing address. Because this can be confusing to recipients that are unaware of Flyntlok, our users have requested to have their actual company logo and address information added instead of Flyntlok's.
Solution:
We have added a new option to upload a custom Company Logo image on the Flyntlok Settings page.
To set a custom Company logo that will display on the Rental Signature Requests and Lease Agreement Emails, you will navigate to the "Admin Editor Wrench" 
icon in the upper right corner of the home screen and select the "Flyntlok Settings" option from the drop-down menu. From the "Flyntlok Settings" page select the "Company Logo" link and upload a custom Company image from your device. Once uploaded this image will be displayed on the Rental Signature Request and Lease Agreement Emails.
Opportunity:
We recently released a new feature that allows users to merge open Special Ordered quantities into an existing Purchase Order. The issue is when multiple Special Orders are merged into the same PO they are combined into one line item. This makes it unclear that the remaining quantity from the original Purchase Order is not related to the Special Order. It was also not possible for multiple Special Orders to be merged into the same PO for the same item. Flyntlok users have requested that merged Special Orders populate the PO in individual line items.
Solution:
We have updated the Special Order merge functionality so that when merging a Special Order (or Orders) into an existing Purchase Order, the PO will display each Special Order as individual line items distinct from the original PO quantity.
Opportunity:
Flyntlok now offers Users the ability to merge open Special Orders with regular Stock Orders when using the Flyntlok Draft Stock Order page. Purchasing Managers have requested a more obvious indicator when an item has open Special Orders available to merge with Purchase Orders.
Solution:
We have added a new " Has Mergeable PO" icon
to the Special Orders column of the Draft Stock Order page. This new icon will be displayed with open Special Orders quantity only when there are available PO's to merge the Special Order quantity into.
Opportunity:
Salespeople would like to see how many days or months an individual open Lead has been active. Flyntlok currently displays the Lead creation date on the Leads report but does not calculate a day's active "age".
Solution:
We have added a new "Age" field to the All Leads report which will display the individual Leads' age by days based on the creation date.
Opportunity:
Flyntlok offers customers the ability to have a "Text Us" widget on their company website, which allows potential customers to submit inquiries to the company. Flyntlok then takes these incoming messages and generates a new CRM Lead for this potential customer. Salespeople have requested that the associated location and department be added to the new Lead's name.
Solution:
If you have Branch Locations and Department fields set up on the "Text Us" widget, Flyntlok will now apply this information to the new Lead's name.
Opportunity:
Flyntlok offers users multiple different ways to edit and document the mileage from a Machine's odometer through the course of a Service Work Order. Users have requested a new report that will display a history of mileage logs for a specific piece of equipment.
Solution:
We have added a new "Mileage History" section to the Machine Dashboard which will display all Work Order check-in mileage logs as well as any edits to the Miles field of the Machines edit page. This new section will display the ten most recent entries as well as a link that will redirect users to an alternate view that will display ALL mileage logs for that Machine. Flyntlok will display the date, the mileage, and the user's name that performed the logging.
Opportunity:
Sales Managers using the new Gravity Payments emergepay system have requested billing address fields be added to the Text2Pay payment type. Gravity Payments offers additional discounts for enabling fraud protection steps, such as billing address fields, on the Text2Pay payment option. Flyntlok currently does not provide the billing address details over to Gravity for address verification.
Solution:
We have added the billing address details to the Text2Pay settings. Default billing information (pulled from the Customer's Dashboard) will auto-populate into the payment system when the Text2Pay option is selected, but Users will also have the option to edit this new field. N.B. Editing the address fields here does not update the original contact record.
Opportunity:
Rental managers in Anchorage, Alaska would like the option to apply a Municipality-specific tax charge on the rental of motor vehicles. Anchorage requires the collection of an 8% tax on the rental of motor vehicles with a 30-day cap of $240 for trucks, vans, and RVs or a $120 cap on all other motor vehicles.
Solution:
We have added a“Charge Municipality of Anchorage Tax” field to the Model Dashboard's edit page, which allows users to associate the specific MOA tax charge to all Machines of that particular model. We have also added a new “Charge Municipality of Anchorage Tax” check-box on a Rental Contract, that when selected, will charge the specific tax rate on the Rental Contract. This box is auto-selected when a contract is created but can be overridden by the user.
Complaint:
Flyntlok users were experiencing an issue when trying to email Sales Order PDF documents to customers where the contact record contained an email address but no contact name. In this scenario, the Flyntlok user received an error and the email was not sent.
Cause/Correction:
Fixed.
Complaint:
Flyntlok users were having an issue when trying to manually type in the start date of a Rental Contract, rather than using the date picker. In this scenario, the page would error out and users were then redirected to an error page.
Cause/Correction:
Fixed. Flyntlok users will be able to type out dates without having to break the keyboard stride.
Complaint:
Users were experiencing issues where sold Machines were able to be added to a Rental Contract via the "Actions" button of the Machines Dashboard.
Cause/Correction:
Fixed. We have removed the ability to select the "Rental Contact" button from the Machines Dashboard when the machine is in a "Sold" status.
Complaint:
When an item's description is lengthy, the generated PDF document from the Point of Sale moves the entire item line to a new page, creating an awkward formatting issue. Flyntlok users have requested that the unnecessary extra spacing be removed from PDF documents generated from the POS.
Cause/Correction:
We have updated the Point of Sale PDF allowing item descriptions to be broken up between two pages.
Complaint:
Users reported an issue when they were adding an Item onto an existing Sales Order where that Item already had previously been added to the SO and where they merged the two line items into one. In this scenario, the Purchase Plan would only account for the original Line Items' order quantity and did not reflect the updated merged quantities.
Cause/Correction:
Fixed. Purchase Plans will respect the combined quantity set from the Point of Sale.
Complaint:
Service Managers were experiencing an issue when applying a deposit to a Service Work Order where, the deposit was not auto-populating onto the final invoice.
Cause/Correction:
Fixed. The deposit will auto-populate on the final invoice.
Complaint:
Users were experiencing an issue when trying to invoice a Work Order with both Warranty jobs and Customer jobs. The customer invoice that was generated displayed costs on items associated with Warranty jobs when they should show up as $0.
Cause/Correction:
Fixed. All the warranty jobs, parts, and labor are included on the customer bill at $0 cost and $0 list.
Complaint:
Rental Managers were experiencing an issue when closing a Rental Contract, where the Contract had been fully paid for on a previous invoice including all fees and charges, Flyntlok was still generating a final invoice for $0.00.
Cause/Correction:
Fixed. Flyntlok will close the Rental Contract and no additional invoice will be generated.
Complaint:
Users were running into an issue when attempting to see how many of a certain Machine Model their company has sold, from the Sold Machines report. The report was excluding results due to a max capacity set at 15,000 results per page.
Cause/Correction:
We have increased the results limit of the Sold Machines report to 25,000.
(And kudos to you folks for selling more than 15,000 machines.)
Complaint:
Salespeople were having issues with Customer Sparks Orders not displaying the Stock available to transfer from other branch locations.
Cause/Correction:
Fixed. Spark Orders will display available stock from other branch locations. This information will be indicated by the (*) icon in the item line's QOH box.
Complaint:
Ok, bear with us here as this is a confusing bug: If a user took a Deposit (e.g. $50) on a Work Order then the Customer has a balance of $50 (since the WO is still in progress). Then you later go and sell a part to the Customer for $30 and you apply the payment using the “Deposit” payment type. The balance for the Customer should now be $20 since you just used part of their earlier Deposit for this sale. Later you go and finalize the invoice for that original $50 Work Order. The Customer should only have a balance of $20 now, but the invoice for the Work Order was still showing the original $50 deposit. Later you find out the Customer owes you $30!
Cause/Correction:
Fixed. The Work Order will now know if the deposit was partially (or completely) used on a separate transaction.
Complaint:
Service Managers were seeing a discrepancy between the timestamps displayed on the service technicians' "Timecard" Report and the actual Work Order.
Cause/Correction:
Fixed. We have addressed a timezone error on the "Timecard" report. Flynlok was incorrectly displaying clock-in/out times in the Alaska standard time zone regardless of the company location.
(Lesson learned: World does not revolve around Alaska.)
Complaint:
Flyntlok users were receiving an "Error Sending Message, Contact Flyntlok for Assistance" notification when attempting to send an SMS text message from the CRM Hub when there is an invalid phone number.
Cause/Correction:
We have updated the message displayed when attempting to send SMS messages with invalid phone numbers. (N.B. Flyntlok does not know if the number used is in service or is capable of receiving SMS messages, simply that the number/format was not valid.)
August 2nd, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Sales managers would like to be able to view a list of customer reviews of their company that have been submitted via Google Reviews. This would allow Flyntlok users to track overall customer satisfaction better.
Solution:
We have added a new Reviews report in the CRM tab of your Left-Hand Navigation menu that will track and display customer reviews submitted from Google. This new report will allow users to view a full list of all customer reviews and the company's aggregated Google score, respond to reviews, and send an email or SMS message requesting a review of the company.
Flyntlok users will have the option to send an SMS message or email to customers, requesting they review your company via Google Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the Google Review page.
We have added a response column to the Reviews page, allowing users to respond to individual customer reviews or to view their previous response. N.B. Google only allows one response per customer review.
Opportunity:
Sales managers would like to document the last attempt to contact individual leads. This will help to verify the company is actively staying on top of new potential business.
Solution:
We have added a "Last Reached Out" field to the All Leads report. Flyntlok will update this field when an SMS text message is sent or when the lead timeline has been manually updated with a new event (e.g. added a Call Note).
Export All Leads-(Ticket #FD-1262, 42888)
Issue:
Flyntlok users have the option to export the All Leads grid to an Excel spreadsheet. Previously, the export action only exported the items contained within the grid itself, which is limited in the number of records it displays, rather than all Leads which met the filter criteria of the report.
Solution:
All Leads that meet the criteria of the grid filter will be exported, rather than the limited set the grid was set to display (e.g. 50 or 100 records.)
Opportunity:
Purchasers would like to purchase parts from Distributors that sell two or more Vendors' parts. They would like to quickly create a single Purchase Order with all associated Vendors' parts. Currently, Flyntlok does not offer a way to configure a Distributor to be associated with a part or configure a part to be associated with a Distributor, or aggregate multiple vendors under a single Distributor for purchasing purposes.
Solution:
We have added a new flag to the Vendor edit page, that will allow users to set a Vendor as a Distributor. When this flag is set, you will be able to associate multiple different Vendors to the new Distributor.
Our crack development team has also updated the “Create New Purchase Order” page to handle Distributors. When a Distributor is selected for a new PO, all of the Vendors that this firm distributes for will be aggregated for selection.
Opportunity:
Purchasers would like to have Special Orders of parts combined with Stock Orders when trying to create a new Purchase Order. Previously these had to be handled separately.
Solution:
To handle a mix of special and stock orders we have added two new fields:
We have also added a drop-down menu item at the top within the “Use Recommended Quantity” that allows the user to choose between using just the “Recommended Quantity” or to “Use Recommended Quantity + Special Order Quantity”. When the latter is selected, the Order Quantity will add both SO and Recommended amounts to the Order Quantity.
Finally, if you expand the Item to review additional details (by clicking the arrow on the left in the grid), we have added information about the Special Orders within the drop-down.
Opportunity:
Purchasers would like to be able to manage Metric Overrides when creating Purchase Orders. This allows them to stay on this page and quickly adjust the Overrides for many parts quickly and in one location. Previously they had to open separately the individual Item Dashboard for the part and from there they could amend the Metric Overrides.
Solution:
We have added a new Metric Override field to the Purchase Order grid. By clicking on the cog/gear icon within the cell of the Item, the user is presented with a dialog for setting the Override on that particular item. Setting a new Override will then adjust the Recommended Quantities accordingly.
Opportunity:
Rental managers in Alaska would like the option to apply an Alaskan-specific tax charge on all Rental contracts, with a duration under 90 days.
Solution:
We have added a new “Charge Duration Tax” check-box on a Rental Contract, that when selected, will charge a specific tax rate on the rental. This box is auto-selected when a contract is less than 90 days, but can be overridden by the user. Further, if the original contract was for greater than 90 days (and where this box was not selected), but the customer ended up terminating and finalizing that prior to 90 days, then the user is prompted about whether they would like to add that tax back onto the invoice upon closure.
The addition of this field on a contract, and the specific rate charged, are environment-specific settings. If you would like assistance with setting up this feature, please contact your friendly Flyntlok Consultant for assistance.
Opportunity:
Rental managers would like a way to flag a Rental contract as a Demo, to more easily differentiate from other contracts.
Solution:
We have added a new "Is Demo" check box to the rental contract's Additional Details page. This check box will now designate the Rental Contract as a Demo and display this information from the top left corner of the contract.
Please contact one of our affable Flyntlok Consultants if you would like assistance in setting up this feature.
Opportunity:
Flyntlok users have requested the ability to remove the discount field from the Work Order Estimate PDF.
Solution:
We have added a new setting to the Flyntlok Settings page, which will allow administrators the ability to hide the discount field on the PDF generated via a Work Order Estimate.
Opportunity:
Salespersons would like the option to prevent a Default Customer from having Special-Order parts on a Sales Order. (Flyntlok allows firms to set a Default Company as a customer that will auto-populate in the Customer Tab of the Sales Order that is generated when you select the quick create icon 
from the blue top bar.) Users have asked that Flyntlok not allow Special Order parts to be available on a Sales Order.
Solution:
We have added a new setting to the Sales section of the Flyntlok settings page that allows administrators the option to prevent the company's Default Customer from adding items requiring a Special Order to a Sales Order.
Opportunity:
Flyntlok users would like to print retail labels for inventory items, that will display the part number, item description, list price, and a barcode that scans as the item number.
Solution:
We can now customize the display of the item's retail label. Please reach out to the ace Flytnlok support team if you would like to edit the display of your retail item labels.
Opportunity:
Flyntlok users have requested additional information be added to the machine dashboard to record the machine's: fuel type, license plate number, and license expiration date.
Solution:
We have added three new fields to the new Machine Editing page and the Machines Dashboard view. Flyntlok users will now have the option to record and edit fuel type, license plate number, and license expiration date.
Vouchers/JE's not Transferring to QuickBooks if more than 1 Account is Credited -(Ticket #FD-1197, 42621)
User issue:
Flyntlok users are having issues where Journal Entries and Vouchers are not transferred over to QuickBooks if more than one account is credited.
Resolution:
When posting a bill to QuickBooks Online, only the Accounts Payable account can be credited. The issue here is if a Journal Entry is created with more than one credited account, the entry gets submitted successfully but is then unreconcilable. We have updated the QuickBooks settings, and going forward Journal Entries being submitted with multiple credited accounts will fail to successfully post. We have also added an error message, that will display this information to the user attempting to post the entry.
User issue:
Users would like to see who created a particular Vendor. Currently, no logs related to Vendor Creation are viewable by Flyntlok users.
Resolution:
We have added Vendor Creation to the logging information displayed for individual Vendors.
User issue:
Flyntlok users have the option to add an additional customized percentage fees (e.g. Shop Fees) to Service Work Orders. The problem is that when a job is set as Flat Rate, these percentage fees are only applied against the labor, not the part.
Resolution:
We have updated the Work Order billing settings. Going forward, all billings types will charge against parts added to service jobs when a parts fee is associated with the Work order. To update in-process work orders, you will have to remove the fee and add it back.
User issue:
Machine Purchase Orders are not being referenced under the 
icon within related transactions from the Point of Sale.
Resolution:
Fixed.
User issue:
As a Flyntlok user, I would like the ability to turn off the Customer PO column of the Purchase Order's PDF
Resolution:
We have added a new check box to the Flyntlok settings page, allowing users to display or hid the Customer PO column.
User issue:
Payment dates were not appearing on the Sales Order PDF when using the new EmergePay payment screen in Flyntlok.
Resolution:
We have added payment dates to the SO PDF.
User issue:
Flyntlok users have requested that the customer insurance expiration date which is displayed in the header of a rental contract not include the time.
Resolution:
We have edited the expiration date display, to be formatted as MM/DD/YYYY.
User issue:
Flyntlok administrators have the ability to add or edit the company logo that will be displayed on company documents generated from Flyntlok. The issue is that Flyntlok currently does not support PDF file types for logos. However, it appeared that the file upload of a PDF logo was successful, but then no logo appeared.
Resolution:
We have added an informational message that will alert users if an unsupported file type, such as a PDF, was uploaded.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.
Opportunity:
Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.
Solution:
The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.
Opportunity:
Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability
Solution:
When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.
Opportunity:
Sales managers often like to see a history of all interactions with a specific contact:
Solution:
Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.
Opportunity:
When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.
Solution:
For associated machines: include serial, machine number, owner name, and the current status of machines.
Opportunity:
The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report
Solution:
Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.
Opportunity:
Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.
Solution:
Add a signature line to the packing slip PDF.
Opportunity:
The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.
Solution:
Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.
Opportunity:
At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.
Solution:
Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.
Opportunity:
When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.
Solution:
Add a "Valid Until" field to the internal details section of the detail tab.
Opportunity:
The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments
Solution:
Flyntlok now includes the payment date on all payment description lines.
Opportunity:
Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.
Solution:
Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.
Opportunity:
Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.
Solution:
On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items
Opportunity:
When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.
Solution:
Added a total cost field, that will display the cost of sub-items added to the kit.
Opportunity:
When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.
Solution:
We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.
Opportunity:
Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.
Solution:
We have renamed the column, and will now display it as "Customer PO Number"
Opportunity:
Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.
Solution:
We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.
Opportunity:
Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.
Solution:
We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.
User issue:
The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.
Resolution:
Added to top of the page for viewing.
User issue:
On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.
Resolution:
Fixed.
User issue:
The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.
Resolution:
Fixed.
User issue:
The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.
Resolution:
Fixed.
User issue:
When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.
Resolution:
Fixed.
User issue:
The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.
Resolution:
Fixed.
User issue:
On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.
Resolution:
Flyntlok users will be able to view the Lead Detail page for all CRM leads.
User issue:
When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.
Resolution:
When filtering for a specific location, only the machines in that location will be displayed.
User issue:
Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.
Resolution:
Fixed.
User issue:
When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.
Resolution:
Fixed
User Issue-
When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.
Resolution-
Fixed.
User issue:
Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.
Resolution:
Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.
User issue:
On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.
Resolution:
Fixed.
User issue:
On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.
Resolution:
Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.
User issue:
When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.
Resolution:
When an invoice detail represents a core, Flyntlok will not enforce traceability on it.
User Issue-
When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.
Resolution-
Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.
User issue:
Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".
Resolution:
User Issue-
Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.
Resolution-
Fixed.
User issue:
From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate
Resolution:
Fixed.
Saved Card - ( #FD-1162, Support ticket #Internal)
User Issue-
When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.
Resolution- Fixed
User issue:
Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.
Resolution:
Add a new error message that will display when labor types have not been correctly configured.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!
Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.
Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.
You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.
We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok. Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.
Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
We added a new 
icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.
We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.
We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.
You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking 
. You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click 
then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.
We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.
On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.
We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.
On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer. The issue here is Flyntlok currently does not offer a way to export the list.
We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.
New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.
If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.
When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.
After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.
When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.
After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.
When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.
Fixed.
On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.
Fixed.
When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.
Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.
When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.
Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".
When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"
We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are beginning to migrate customers over to our new Gravity Payments integration called Emergepay. This integration will provide seamless payment processing, modern card devices, the ability to collect signatures via card devices, and an overall better payment experience. Please reach out to the Flyntlok support team if you would like to start the migration process or if you need any additional information!
We recently added a new feature allowing you to sell a group of parts as a kit, with a customized list price. You will now be able to create and add Quick Kits to a Sales Order on a per-order basis. The quick kit will serve as a one-time-only deal and not be saved in Flyntlok.
We have added a new feature, allowing users to hide kit items on a Sales Order PDF. This will allow you to print out receipts and invoices where the kit’s subitems are not presented, only showing the parent item and the customized list price.
Administrators will be able to activate this feature by navigating to the Flyntlok Settings page. Wrench->Flyntlok->Flyntlok Settings->Reports
We have also added a feature to remove tax detail lines from the Sale Order PDF. If activated, Sale Order tax lines will be removed from the PDF document, only showing in the balance sheet. To activate this feature you will navigate to the Flyntlok Settings page.
You will now be able to edit the salesperson associated with a particular sale even if the transaction is in a delivered status. Previously you could only make edits to this field when in an active status.
We have added a new restriction to the Point of Sale when special ordering items. Flyntlok will now block the workflow of converting a Sale Order into a quote if the sale is associated with a Purchase Order.
We have added a new permission to the Access Controls page that will lock down the ability to activate/deactivate items. Wrench->Users->Acess Controls
If you are subscribed to receive notifications on transfer requests, you will now see the items description as well as a link to the items dashboard in the notification. This will help to quickly identify and pull the parts needed for the transfer.
From the receiving voucher when associating a machine to a quoted model on a Sales Order, the machine's serial number, and description will be added to the Sales Orders machine line.
Purchase OrdersWe have removed a restriction, that would block you from adding parts to a Purchase Order in a partially received status. Flyntlok will only restrict this action when all items have been received or the PO is closed. Previously, you would need to create a new PO for the vendor and merge the two Purchase Orders.
If you are currently using the moves system, you will now be able to access the My Trips report from the general section of the mobile view. This will allow drivers to quickly view upcoming moves from their mobile device.
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
You will now be able to accept a single payment to cover the cost of several different Sales Orders for a customer. This will help streamline the experience for collecting payments as well as saving your business transaction fees. To pay off outstanding Sales Orders you will want to navigate to the customer's dashboard. In the customer information section, you will see a new field titled, outstanding Sales Orders. This new field will display the number of orders still requiring full payment. You can then select the (pay icon) to review and select from a list of outstanding orders to pay off.
A list of outstanding Sales Orders will then display on your screen. From this list, you can review the date, status, and outstanding balance. You can then choose which order(s) to pay off. Once selected you will be able to customize the amount applied to each individual order and generate the new pay-off Sales Order by selecting the Create Invoice button.
From the pay-off Sales Order, you can now add a payment type and select the order button.
When adding a machine to a new Sales Order and selecting the (Add and New) option, the previously selected salesperson will now default into the field when adding additional machines.
We have added a new item type, titled (KIT). This new item type will give you the ability to sell a group of parts at a set list price.
To set up a kit, you will first need to create a new item. This new item will be the placeholder for the kit items. When creating the kit item you will also be able to associate different items from your inventory to the kit and set a list price on the kit item. When you add the new kit item to a transaction all associated parts will also populate on the transaction but Flyntlok will only set the list price on the kit.
We have added a new section to the machine receiving vouchers for associating a machine with a quoted model. If there is a quoted model on an open sale, you will see an Associate button in the Associate Invoice field. Once clicked a list of open sales orders, ordered from oldest to most recent, will display on your screen. Once an invoice is selected, the machine will be allocated to the sale.
You will now be able to export Machine Purchase Orders to an Excel spreadsheet so that they can be imported into OEM ordering systems.
We have made an update to the rental creation page. When searching for available machines to add to a rental, if the expand all option is selected, all new search results will be default expanded. Previously when you search for a machine all the info was defaulted to the collapse all view.
We have added an editor for updating the work order status change automated text message templates. This editor can be found on the Flyntlok Settings page under the Service SMS Templates section.
When creating a new machine to associate with a Work Order, you will now see the model's description populate in the drop-down menu of the model searcher.
When creating a new journal entry, Flyntlok will now notify you if there are mismatched account types and line types. CAP lines can only have asset accounts associated with them; COS lines can only have expense accounts. When types and accounts do not match on a given line, you will see an error icon to the right of the account name. Hovering over this icon will show a pop-up explaining why it is displayed/ what is mismatched.
You will also see a new message populate your screen if you are trying to submit a journal entry with mismatched lines.
Last Release Notes
April 19th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
When receiving a stock item with an outstanding special order, you have the option to fulfill the open invoices. If you choose not to fulfill, Flyntlok will ask you to confirm.
Service technicians will have the option to receive notifications when a service event has been edited from the service scheduler. This notification will provide a link to the service scheduler with the edited event displayed.
To set this new notification you will navigate to your username in the top right corner of your page. Username->Preferences->Notifications
You can now scroll past the set date range of the rental contract into future dates.
Flyntlok has always displayed the current machines of the model, from the model's dashboard. You will now see a new field containing the machine's serial number.
We have added two new fields to the financial section of the model dashboard page, for tracking price MSRP and a maximum quantity of models to stock.
When quoting a machine model, you will now see the model's description populate in the line item of the quoted model.
We have added a new category to the Machine Receiving Voucher to record the Machine's engine serial number.
If a Sales Order has received full payment you will see a red (PAID) stamp populate under the Sales Order number.
Administrators can now restrict users from editing the QOH from an items dashboard.
When creating a new vendor, you will receive a warning if the vendor already exists in Flyntlok. This warning will prevent you from creating the vendor and provide a link to the existing vendor's dashboard.
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
