June 24th, 2020

Enhancements 💪

Flyntlok Security

The Flyntlok Security Team is responsible for managing security and is continuously improving Flyntlok's security system to meet industry standards. Your data is safe with Flyntlok!

Improved security surrounding file storage

Improved security surrounding malicious attempts into Flyntlok

Secure

Be on a lookout for our new password policy that will be released within the next few weeks!


June 17th, 2020

Enhancements 💪

RPO Worksheet Calculator

You can now use the RPO Worksheet Calculator from the proposal worksheet. To use the RPO calculator, go to the drop-down on the worksheet proposal and select "New RPO Calculation".

Flyntlok Equipment Dealer Management Software - RPO

Here you can see real-time sales, purchase, and rent estimates


Vendor Terms

The 'QuickBooks Terms (Items)' and 'Term Notes' that are set on the vendor edit page will now be added to the part purchase order PDF.

Flyntlok Equipment Dealer Management Software - terms

The 'QuickBooks Terms (Items)' field must be completed for the 'Term Notes' to be added to the PDF


Internal Machine Sales Accountants and CEOs

Flyntlok now supports posting internal work order machine sales to QuickBooks Online.

Issues Resolved 🐛

Sales Receipts Accountants and CEOs

We fixed an issue that prevented sales receipts from posting to QuickBooks Online. "PMT-" will be added to the payment reference numbers to prevent future errors.


June 10th, 2020

Enhancements 💪

Application Status

We will now send out the following notifications when Flyntlok is under maintenance. Click View Latest Updates on the notification to take you to the Flyntlok status page. Here you can subscribe to updates, which will be sent to you via e-mail.

Flyntlok Equipment Dealer Management Software - Status


Dashboards

We are continually upgrading the performace of dashboards. You should notice increased load speeds across all dashboards.

Accountants and CEOs: We made the dashboard editor easier to use. Checkout the FAQ to learn more! Once you get to the Admin Editors FAQ, scroll down to the 'Flyntlok' drop-down to find a step-by-step tutorial.

Flyntlok Equipment Dealer Management Software - Dashboard

Be on a lookout for future enhancements to dashboards.


Item Return Information

You can now see return information directly on the item dashboard.

Flyntlok Equipment Dealer Management Software - return


Shop/Environmental Fees

We updated the performance of the Shop and Environmental Fee calculator.


Issues Resolved 🐛

Rental Dashboard

We solved an issue that was preventing the conflict message from showing when a rental contract was created that overlapped the reservation dates of a previously made rental reservation.

Flyntlok Equipment Dealer Management Software - rental


Machine Income Statement

We fixed an issue with data on the machine income statement.

Flyntlok Equipment Dealer Management Software - income


June 3rd, 2020

New 🆕

Report Scheduler Accountants and CEOs

You can now schedule reports to send to your employees.

First, go to your administration editors drop-down (wrench icon) and click 'Report Scheduler'.

Flyntlok Equipment Dealer Management Software - report

Now, click the green plus button and choose the report you want to schedule.

 Flyntlok Equipment Dealer Management Software - report Flyntlok Equipment Dealer Management Software - report

Next, choose when you want to send the report.

 Flyntlok Equipment Dealer Management Software - report

Finally, select the recipients that will be receiving the report and click the blue 'Schedule' button.

You can select groups of employees by checking a user group listed. This will add all users under that group to the recipient field.

Flyntlok Equipment Dealer Management Software - report

The green check next to a day of the week means there are recipients receiving the report on that day. You CAN send reports multiple days a week

Flyntlok Equipment Dealer Management Software - report

You can see a list of reports being sent under "Schedule Report", you can also click the calendar icon to see a calendar view.

Flyntlok Equipment Dealer Management Software - report


Dashboards

We are continually upgrading the performace of dashboards. You should notice increased load speeds across all dashboards.

Be on a lookout for future enhancements to dashboards.


Enhancements 💪

Epiroc Part Purchase Orders

You can now submit part purchase orders to Epiroc! Go to an Epiroc part purchase order and select "Submit to EPIROC USA LLC" under the "Actions" drop-down menu. Flyntlok Equipment Dealer Management Software - epiroc

Next, select the Order Type, Requested Ship Date, Requested Delivery Date, and Shipping Level. Click Submit. Flyntlok Equipment Dealer Management Software - epiroc


Issues Resolved 🐛

DMS Work Order Jobs

We solved an issue that was preventing DMS work order jobs that were linked to a vendor from showing up on the job drop-down.

Flyntlok Equipment Dealer Management Software - job


May 27th, 2020

Enhancements 💪

Item Transfers

We allow multiple transfers of the same part to be linked to the same sales order! Previously, we could only link one transfer to one sales order line item. As a reminder, please take a look below to better understand the transfer process.

"TRANSFER OUT" NO LONGER SHOWS ON ITEM DASHBOARD.

"TRANSFER IN" NO LONGER SHOWS ON ITEM DASHBOARD

DESTINATION QOH UPDATED.

IF LINKED TO SALES ORDER, TRANSFER QTY IS APPLIED TO READY QTY.

QOH REMOVED FROM ORIGINATION.
Requested
Accepted
Transit
Received
TRANSFER IN & TRANSFER OUT SHOW ON ITEM DASHBOARD.

Issues Resolved 🐛

Invoice

We solved a rounding issue that was preventing sales orders from being moved into "Delivered" status.


May 20th, 2020

Enhancements 💪

DMS Work Orders

The attachment filenames can be edited on the work order dashboard.

Flyntlok Equipment Dealer Management Software - edit


Item Dashboard

The actions drop-down list is now in alphabetical order.

Flyntlok Equipment Dealer Management Software - Actions


Sparks

Your Sparks users have the option to check the "Hold Until complete" box.

This will add a note to the sales order to tell the warehouse and parts employees to hold the order until all parts on the sales order have arrived.

Flyntlok Equipment Dealer Management Software - sparks


Issues Resolved 🐛

Invoice

The location on the bottom of the invoice will update when the invoices's location is changed.

Flyntlok Equipment Dealer Management Software - Loc

When an account payment is used, the PDF will show "Order Confirmation" until the invoice is pushed to "Delivered" status.

Flyntlok Equipment Dealer Management Software - Loc


Sparks

The customer's "Requires PO" setting is now recognized in Sparks.

Flyntlok Equipment Dealer Management Software - Sparks

If a customer has "Requires PO" set to "Yes", they will be required to enter a purchase order number to place a sales order.


DMS Work Order

The labor editor now prevents dates further in the past than the year 1900.

Flyntlok Equipment Dealer Management Software - Labor


Accounting Accountants and CEOs

Posting $0.00 invoices will no longer fail.


May 13th, 2020

New 🆕

Password Reset Accountants and CEOs

You can now reset a user's password! To reset a user's password go to the user editor (Wrench icon -> Users -> Users), scroll to the right, and click 'Reinvite User'. This will e-mail them a link to reset their password!

Flyntlok Equipment Dealer Management Software - user

Reminder

Any user can reset their password directly from the login page.


Sparks

A file can now be imported and converted into a draft sales order in Sparks.

Only part numbers that match part numbers in Flyntlok will be accepted

Flyntlok Equipment Dealer Management Software - Sparks

.XLS, .XLSX, .CSV, .TSV files are all accepted

Click here for more information on Sparks.


Enhancements 💪

Parts Transaction Recording

We made a few changes to the part/item transaction engine in this release. Specifically, we added more detail to manual overrides, much like the standard buying, selling, and transfer of parts. These overrides occur for many reasons, now you can record the reason when you make the change.

Accountants and CEOs

Currently, we do not support the posting of these changes to QuickBooks as inventory asset adjustments. However, this group of programming changes will enable us to do this via an auto-generated monthly journal entry in the not too distant future.

Item Change Reasons

We added default reason codes for each of our customers. You can make changes by clicking on the wrench icon -> Items -> "QOH Change Reasons".

Flyntlok Equipment Dealer Management Software - QOH

The reason code for a physical inventory count can be set by default. The reason code for a point of sale change can also be set by default.

Item Dashboard

Changes to inventory and average cost now occur through the actions drop-down menu and not via the bottom of the "Item Edit" screen. There are new action drop-down options for "Metric Override", "Scrap Part", and "Change QOH". Change QOH also allows you to edit average cost.

This is particularly helpful if you decide you need to change units of measure.

Flyntlok Equipment Dealer Management Software - Actions

"Metric Override" now also allows you to set a reorder point by location (you used to have to set it for your whole enterprise). The part ordering engine checks to see if you have set it at the location level. If it is not set there, it will look to the enterprise level to see if there is an applicable reorder point.

Flyntlok Equipment Dealer Management Software - Override

When a change is recorded, the "Recent Orders" view on the item dashboard will now show who made the change, the reason for it, and the new quantity and average cost recorded.

Flyntlok Equipment Dealer Management Software - Orders

New Transaction Type: RECLAIM

We added a new transaction type called “RECLAIM” which indicates that a special order part was ordered and received by your organization, but then the customer, for whatever reason, didn’t want it. This transaction moves the “special order” part into inventory.

Flyntlok always did this, but it was difficult to follow.

Flyntlok Equipment Dealer Management Software - Recent

Reorder Point

Reorder point (ROP) is the level of inventory that triggers Flyntlok to recommend a replenishment of of that particular inventory. When your quantity on hand (QOH) reaches your ROP, Flyntlok will recommend you order enough stock to bring your QOH up to your recommended quantity (Flyntlok Calculated) or if set, your metric overrride.

Metric overrides are used to control your target QOH for a particular item

QOH
FL Recommended Quantity
or
Metric Override
Reorder Point

Sales Order Splits

We updated the logic behind sales order splits.


Item Transfers

We updated the logic behind item transfers. Please take a look below to better understand this new process.

"TRANSFER OUT" NO LONGER SHOWS ON ITEM DASHBOARD.

"TRANSFER IN" NO LONGER SHOWS ON ITEM DASHBOARD

DESTINATION QOH UPDATED.

IF LINKED TO SALES ORDER, TRANSFER QTY IS APPLIED TO READY QTY.

QOH REMOVED FROM ORIGINATION.
Requested
Accepted
Transit
Received
TRANSFER IN & TRANSFER OUT SHOW ON ITEM DASHBOARD.

All transfers that are in transit at the time of this release will use the updated process.


Machine Dashboard

You can now filter file attachments by filename on the machine dashboard.

Flyntlok Equipment Dealer Management Software - Filter


Issues Resolved 🐛

Loading Customer Balances

Accountants and CEOs

Loading customer balances no longer overrides the customer's accounting contact, e-mail, and auto-send preferences.

Flyntlok Equipment Dealer Management Software - Load Balance


May 6th, 2020

New 🆕

Menu Editor Accountants and CEOs

You now have the option to edit/create menu templates!

Be on a lookout for a Feature Friday video!

To navigate to the menu editor, click the wrench icon to open the admin editor drop-down and go to Flyntlok -> Navigation.

Flyntlok Equipment Dealer Management Software - Menu

From here you can create new templates as well as edit existing menu templates.

Templates can be based on a user's role in the company!

Flyntlok Equipment Dealer Management Software - menu


New Users Accountants and CEOs

You now have the ability to add new Flyntlok users!

Please watch the Feature Friday video below!

To navigate to the New User Creator, click the wrench icon to open the admin editor drop-down and go to Users -> Add New User.

Flyntlok Equipment Dealer Management Software - user

From here you can enter the user's information and click the save button. After clicking save, the user will receive an e-mail with their username and ability to create a password.

Flyntlok Equipment Dealer Management Software - user

You can now reset a user's password!

To reset a user's password go to the users table, scroll to the right, and click 'Reinvite User'. This will send e-mail them a link to reset their password!

Flyntlok Equipment Dealer Management Software - user


Enhancements 💪

Item Purchase Plans

You now have the option to "complete" a purchase plan. After clicking the complete button, the stock order will be removed from the draft stock order list and you will be taken to the purchase plans page.

The items on the order will be on the purchase plans page.

Flyntlok Equipment Dealer Management Software - Plans


April 29th, 2020

New 🆕

MRP Work Orders

You now have the option to scrap items from a MRP work order and item dashboard.

The accountants will be able to generate a journal entry to write off the scrap at any time.

From Item Dashboard click the 'Actions' drop-down and click "Scrap Part":

Flyntlok Equipment Dealer Management Software - Menu

From the MRP Work Order click the '-' icon, which will only be visible when the user is clocked into the work order:

Flyntlok Equipment Dealer Management Software - WO

Here you can select the location, quantity being scrapped, and reason for scrapping.

Flyntlok Equipment Dealer Management Software - Menu

The Scrap will show up on the "Recent Orders Containing This Item" section.

Flyntlok Equipment Dealer Management Software - Menu


Enhancements 💪

Menu Badges

Badges have been added to the new left-hand menu.

Flyntlok Equipment Dealer Management Software - badge


Vendor Dashboard

We added a new metric called "OTC Ratios" to the vendor dashboard. OTC Ratio tells us the % of money spent on ordering using on stock shipping type vs any other shipping types. If you are ordering it in stock it's considered 'over the counter', since you are not ordering it on an expedited shipping method.

Flyntlok Equipment Dealer Management Software - OTC


Item Dashboard

We made an upgrade to the "Recent Orders Containing This Item" section. We updated the transaction type for reclaiming to make it more clear that a special order is being canceled. We also now show you balance and scrap transactions in that view.

Flyntlok Equipment Dealer Management Software - Recent


Security

In order to meet an industry security compliance measure, we had a 30-minute time-out set. We have since changed it to 10 hours and will be moving forward to a 30-minute time-out again in the near future.


Issues Resolved 🐛

JD Warranty & PIPS

Flyntlok machine dashboards now load warranty information immediately as long as your login credentials are correct!

Flyntlok Equipment Dealer Management Software - machineJD


Reservation Notifications

You will now receive the "You have a reservation set to expire in the next three days" notifications. We were looking for less than 3 days, not less than or equal to 3 days!

Flyntlok Equipment Dealer Management Software - notify


April 22nd, 2020

New 🆕

Left-Hand Menu

MRP Customers

The MRP work order pages are still using the original left-hand menu. We are addressing this and will notify you as soon as the new left-hand menu is implemented here.

Flyntlok optimized the left-hand menu to bring you more enhancements and features! You can expect the following features on the new left-hand menu:

Hovering

This will allow you to see all of the sub-menu items without needing to open a drop-down menu.

Flyntlok Equipment Dealer Management Software - Menu

Pinned Favorites

If you find yourself clicking the same menu item, pin it to the top of the menu for ease of use.

Flyntlok Equipment Dealer Management Software - Menu

Tip

Navigate back to the original place of the pinned tab and uncheck the blue pin icon to un-pin menu items.

Flyntlok Equipment Dealer Management Software - Menu

Easy Access

We've added the ability to interact with the menu when it's closed, just hover over an icon to access the closed menu. Gain back some of that precious screen real estate!

Flyntlok Equipment Dealer Management Software - Menu


Enhancements 💪

Rental Dashboard

We've added color to the machine searcher to allow you to easily see the status of the machines.

Flyntlok Equipment Dealer Management Software - Rent


Security

In order to meet an industry security compliance measure, users will be logged out of Flyntlok after 30 minutes of inactivity.


Performance

You may have noticed some slow system performance this week, we are consistently monitoring, evaluating, and adjusting on our end to bring you the best performance possible.


April 15th, 2020

No updates this week, be sure to check in next Wednesday to see what new features are released!


April 8th, 2020

New 🆕

Left-Hand Menu (BETA)

Tip

This new feature will be rolled out over the next few weeks to a select number of users. It can be accessed from the home page, invoice, work order dashboard, customer dashboard, machine dashboard, and all report pages.

Flyntlok optimized the left-hand menu to bring you more enhancements and features! You can expect the following features on the new left-hand menu:

Hovering

This will allow you to see all of the sub-menu items without needing to open a drop-down menu.

Flyntlok Equipment Dealer Management Software - Menu

Pinned Favorites

If you find yourself clicking the same menu item, pin it to the top of the menu for ease of use.

Flyntlok Equipment Dealer Management Software - Menu

Tip

Navigate back to the original place of the pinned tab and uncheck the blue pin icon to un-pin menu items. Flyntlok Equipment Dealer Management Software - Menu

Easy Access

We've added the ability to interact with the menu when it's closed. Just hover over an icon to access the closed menu. Gain back some of that precious screen real estate!

Flyntlok Equipment Dealer Management Software - Menu

Tip

Click the 'Use Old Sidebar' button to use the old sidebar.

Flyntlok Equipment Dealer Management Software - Menu


Stihl Integration

We’ve been working with Stihl in order to bring new features into Flyntlok. Since Stihl allows you to order parts and machines concurrently, we give you the option to link a machine po to a part po for submission to Stihl. This helps you hit the threshold for the marketing fee! Please watch the video below to learn more!

Tip

Please allow up to 15 minutes for the order to be received by Stihl. After 15 minutes please log in to your Stihl ordering portal to make sure Stihl received the correct purchase order lines and shipping type.


April 1st, 2020

Deere-Hitachi

John Deere-Hitachi Integration

When you log in to Flyntlok, will notice some enhancements and upgrades to these services. If you use JD Point, you'll first need to connect your Flyntlok account to JD Point. You can do this from John Deere and Hitachi's vendor dashboard.

Tip

To learn how to connect your Flyntlok account to John Deere and Hitachi, please click here.

You can also connect to JD Point from the item dashboard and part purchase order page.

Warning

We are still waiting on John Deere to upgrade the JDQuote and JDWarrranty services. We'll notify you as soon as these are upgraded and ready to use!

John Deere-Hitachi Integration Continued

You no longer have to log in to JDPoint after submitting a purchase order from Flyntlok.

First, submit your order to John Deere.

Flyntlok Equipment Dealer Management Software - JD

Next, enter the following information and click 'Submit'.

Flyntlok Equipment Dealer Management Software - JD

Success

Stock orders default to auto-submit. To turn off auto-submit, un-check the 'auto-submit to John Deere' button.

After submitting the order to JD Point, you will be able to see information like; real-time order statuses, parcel information, and orders that were generated by JD Point.

Flyntlok Equipment Dealer Management Software - JD

You used to click a button to display part information from JDPoint, it will now be displayed by default (as long as you’re authenticated to use JDPoint).

Success

Some JD Sunbelt items will also display part information!

Flyntlok Equipment Dealer Management Software - JD

Warning

JD’s roll-out of these upgrades is incremental, so there will be a temporary interruption of services: Warranty and PIP information are currently under construction as we work with John Deere to improve those integrations. Additionally, information about shipped parcels attached to parts orders will be temporarily unavailable as we work with John Deere to upgrade that.


Flyntlok Details Accountants and CEOs****

We optimized the Flyntlok Details page. These optimizations make it much easier for you to make changes to your Flyntlok account.

Tip

To get to the Flyntlok Details page: Click the wrench icon on the top right of your Flyntlok screen, go down to the 'Flyntlok' dropdown, then click 'Flyntlok Details'. Here you can change details like your business's logo, sales order footers, and more!

Warning

Be extremely careful when editing these items. (Only expert users should have access to the Flyntlok Details page)

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