Service

Enhancements

Service Scheduler Notifications

We have added notifications to more actions on the Service Scheduler.  The assignee of the appointment will now receive a notification when a new appointment is created, an appointment is edited , or if the assignee has changed.

Unlink SO from WO

You can now unlink a sales order from a work order if the sales order is in draft status.

                                             

Machine Model

We have added a new field for Engine Model to the machine section found in the Info Tab of the Work Order.

We also added this information to the work order PDF.

 

Transferring Multiple Jobs

You can now select multiple jobs to be transferred to different work order. Previously you could only transfer a single job at a time.

Serialized Parts on Work Order PDF

Serialized part numbers will now display the serial number when the work order PDF is printed.

Mobile View Filter by Status

We added status filtering on the mobile view of the work order list.

Estimates List

We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.

Machine Service History via Mobile

Service history is now visible from the mobile view of a machine.

Point of Sale

New Feature

Pre-Tax Subtotal

On the sales order PDF, we updated the summary table to better represent what customers need from a receipt. We now show your lines subtotal, discounts, shipping and roll that all up into a taxable subtotal.

Trade In - Create Vendors and Models

You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.

                                                     

Purchase Orders

New Feature

PDF Updates

We have added a new "Created By" field to the Purchase Order PDF. This new field will be located, left of created date and display the creators name, email and phone number.  This should help provide your vendors a good point of contact when the purchase order is emailed.

Reversing PO Ordered Status

You will now be able to reverse a Purchase Order that is in Ordered status. This will set the Purchase Order back to New status and remove the date ordered.
Note: This does not affect any 3rd party systems for integrated ordering.

Minimum Quantity Override Auto Update

Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.

Rental

New Feature

Equipment Condition Report (ECR) Requirement by Machine

You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.

 

Enhancements

Requiring Machine Hours

We added validation on the hours field when checking in a machine from a rental. We will require you to input the hours if the line is a machine, previously this was auto-filled with the check-out hours. We will also warn you when the check-in hours are less than the check-out hours.

Accounting

New Feature

Post Vendor Credits

On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.

Customers

New Feature

New Customer Source

Flyntlok has always asked for the source of the new customer when created from the New-> Customer form. You will now be able to document the source of the new customer from all customer creation locations.

Enhancement

Customer Dashboard SMS

We have updated the SMS section of the customer dashboard to show all SMS communications with the phone numbers registered under the customer profile.  Previously, Flyntlok automated SMS messages would not populate into this field.

Last Release Notes

February 15th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

CRM

CRM is a major focus for dealers and that makes it a major focus for us! Look forward to more updates to this system in the coming weeks.

New Feature

Mobile Conversations View

You can now access your SMS conversations from the mobile view of Flyntlok.

You can view a list of your conversations and search for any existing conversations or contacts.

Interacting with a conversation by sending a message will automatically subscribe you to the conversation. You can unsubscribe by clicking the star icon.

 

Responses will show up live so you can continue to interact with your customer. All of this interaction is logged under the customer profile in Flyntlok.

 

 

Create Rental Contract from Lead

You can now create a linked rental contract from the actions dropdown on a lead.

 

Email Prompt

We have updated the settings around the "Text Us" website widget. Now if a potential customer is trying to input a non-US phone number they will receive a prompt from Flyntlok to instead submit an email address.

 

Point of Sale

New Feature

Backorder Column

We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.

Transfer Icon

For better visibility, we have updated the item transfer icon to be highlighted green if there are any linked transfers! This will help prevent accidentally executing duplicate transfers to fill a sale.

Purchasing

New Feature

Substitutions on Item Purchase Orders

When a substitution is made on an item purchase order, you now have the option to retain the substituted part if you have not received any.  If you have received quantities against the substituted part, we will only substitute the remaining quantity, and the PO will retain the original line for the amount already received.

Editing Ordered Machine Purchase Orders

Voiding a line, or deleting an entire purchase orders, will now go out and mark the associated machines as "Deleted".  Previously, this had to be cleaned up manually.

Work Orders

New Feature

Transfer Labor

You can now transfer a single labor punch to a new work order and job by clicking the transfer icon found on the labor tab.

Managing Customer Contacts

You can now add/edit customer contacts while creating a work order.

Logout Will Clock Out

Flyntlok will automatically clock you out of work orders when logging out. This applies only when you choose to log out.  If you close your tab, exit your browser, etc. you will remain clocked in. This applies to both ERP and DMS Work Orders.

Quotes on Internal Parts Order

Flyntlok will show you a warning when you try to invoice a work order that has quoted parts.  Quoted parts will not be added to the work order invoice.

Customers

New Feature

Customer Create Reason

We have added this field as an option in all places you can create a customer in Flyntlok.  Previously, you could only record the reason for a new customer from New -> Customer.

 

Default Work Category

You can now set a default work category by customer. This new field is found in the "Other" section while editing a customer. Customer Dashboard-> Actions-> Edit

 

Rental

Enhancement

Win/Loss Report

We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.

Machines

New Feature

Individual Posting of Asset / CoGS

You can now configure a vendor to record purchases or sales by machine. When the option is set to yes, you will get a single journal entry for each machine involved in the transaction when posting to QuickBooks Online.

 

Enhancement

Model Delete Warning

Users will now see a warning message when they are about to delete a machine model, if that model is tied to active machines. The user will then be prompted to choose the new model those machines should be moved to.

Last Release Notes

February 1st, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Notifications

New Feature

Notification Bell

We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.

 

 

CRM

New Feature

Create Linked Sales Order/ Work Order

Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.

Leads List Sorting

Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential  customers.

Status Color Coding

We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.

Lead List Searching and Filtering

We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.

CRM Lead on Customer Dash

We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.

Inbound Call - Create a Lead

If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number.  This will let you easily create a lead and ultimately a customer!

Add New Lead

Tag Management

Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags  from the CRM Hub.

                                                   

Point of Sale

New Feature

POS Scanning

If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.

Scan Mode

Default Invoice Source

We have added a new setting to allow managers to configure a default invoice source by user.  Previously, this was done at the company level.

To set or edit the default invoice source for a user, navigate to Wrench->Users->Users.  Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.

To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.

Work Orders

New Feature

Mobile Create Work Order Option

We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.

Copy/Paste Group Schedule

We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.

Enhancement

Work Order Deposits - Auto Apply to Final Invoice

We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.

Service Scheduler Permissions

Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.

Accounting

New feature

Accounting Period Cutoff Date

Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.

Item Purchase Orders

New Feature

Reopening a Posted Voucher

You can now restrict who is allowed to open a posted item voucher.  This will add an internal control that stops users from requesting a reversal of a bill.

New Feature

Duplicate Document Warning

You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.

Machine Purchase Order

New Feature

Generating Labels in Bulk

We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.

Item Searching

Enhancement

Omnisearch

We gave the Omnisearch results a freshlook.  It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.

Rental

New Feature

Recent Contracts

A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.

Sparks

New Feature

Sparks Request for Service

We have added machine hours and miles to the Sparks Request Service Form.

 

 

Last Release Notes

December 14th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Point Of Sale

Invoice Customer Panel

We have restructured the customer panel to make it more space-conscious and moved the contact selector next to the customer selector.  Previously, the contact was selected in the details panel at the bottom of the page.

You can now designate the type of invoice and use that for reporting.

The type and location can also be encoded into the ID.  If you wish to enable this feature, please submit a support ticket.

Activity/SMS Panel

We have made it easier to add/edit notes and send SMS's from the point of sale by adding an activity panel on the lower right of the page.

 

When a customer responds, you will get a notification in the lower right of Flyntlok, and on your dashboard.

You can reply from the notification, customer dashboard, or right in the activity panel on the invoice.

Returning Dirty Cores

Previously when creating a return for a sale that includes cores, we were not populating the return sales order with the dirty core.  We updated that so you no longer have to add that manually when the customer returns with the dirty core.

Machine Owner / Bill To

We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.

Work Order

SMS Templates

You can now customize your own templates for SMS's sent from the work order system!  To configure your templates, please submit a ticket and a consultant will work with you to get them setup.

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel. Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Estimates - Icons

We have added icons to the estimate section to indicate when an estimate has been emailed to your customer, and when they respond.  Look for more updates to this feature in the coming releases!

Rental

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel.  Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Auto-Generated Work Orders for Rental Actions

Based on your company's settings, we will automatically create a work order at the first rental, and every subsequent check-in of a rental.  We updated this functionality to create these work orders as segmented.  In the coming release, you should be able to designate one or more job templates to be added to this style of work order.

Purchasing

Bulk Printing Labels

We moved the bulk printing of labels from the PO to the voucher.  This lets you print off a barcode label for each item you are receiving.

Accounting

Customer Accounting Settings

Previously we were updating the Accounting Email and Auto-Send setting on the customer when you re-loaded them. That caused confusion when QuickBooks Online had different data than what was set in Flyntlok. We will no longer automatically update those fields.

 


 

Last Release Notes

November 17th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Work Order Updates

Work Order Machine Assignment

In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.

 

Then, you will be able to add a machine to each individual job.

Clocked in list

Click the Info Tab to see a list of people that are clocked into a work order.

 

Technician Notes

The customer will not see any notes that are added in the "Notes" section.  However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.

Work Order Sections Stay Closed

When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.

Parts Transfers

Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.

Work Order Permissions

Certain work order actions only need to be available to select users.  Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.

Add Job

Change Status

Revert To Estimate

Delete Job Note

Edit Labor Line

Edit General Fields

Create WO From Estimate

Add Files to Jobs


Check In

Delete Job

Edit Job Billing Style

Edit Job Labor Type

Edit Machine Fields

Send Customer SMS

Add Forms to Jobs

Check Out

Remove File From Job

Edit Job Category

Change Job Machine

Mark Job Complete

Start Paccar Warranty Claim

Add Labor Lines to Jobs

Clock Into Job

Remove Form From Job

Edit Cause

Edit Job Name

Mark Job Incomplete

Transfer Job Between WO's

Add Parts Invoices to Jobs

Clock Out Of Job

Delete Labor Lines

Edit Complaint

Change Job Technicians

Create Partial Invoice

Update Customer & Contacts

Add Recommended Jobs

Create Template From Job

Delete Text Expansion

Edit Correction

Edit Job Type

Post Comment

Delete File From WO

Cancel Work Order

Create Text Expansion

Add Job Note

Edit Job Estimate

Edit Customer Fields

Reorder Jobs

Delete Form From WO

Setting Permission Access

New Rental System Updates

If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.

Rental Contract E-Signing

From a rental contract, select "Request Signature" from the actions dropdown.

Then input the customers' email on the pop-up.

The customer will receive an email prompting them to e-sign the contract.

Then, the customer can sign the contract.

 

Rental Kits

Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.

 

Remember, only items that are marked rentable will show in the searcher.

Delivery And Pickup Information

If you leave the box blank, the rental delivery fee will show TBD instead of $0.  This allows you to bill the customer after the delivery has occurred.  In this case, we recommend having your rates listed in the terms of the contract.

Associated Salespeople

You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.

Flyntlok Surveys

You can now see the last time a customer was surveyed on the customer's dashboard.

Vendor Searching

We have updated vendor searching from the search bar. It should be faster and show better results than before!

 

Last Release Notes

August 11th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Allocation on Receipt

When stock orders are received, Flyntlok will help find where they will be used best. If you have outstanding special orders for the same part; you will be able to move the stock order part onto the special order from the receiving pop-up.

Required Drivers License Information

Flyntlok now automatically checks to see if your rental customers' licensing is up to date. You can continue with the rental on a case-by-case basis.

 

To implement this check at your business go to the Wrench->Flyntlok->Flyntlok Details. Then under the rental section make sure "Require Valid License for Machine Checkout"  is selected.

Duplicate Item Warning

Flyntlok now displays a warning if you add a duplicate item to a sales order. Choose to either combine the item with an existing line item or create a new line item.

Updated End Of Day Report

We expanded the End of Day report to further break down the data. We Added 2 columns in the parts sold section:

Don't receive this report? Reach out to consulting@flyntlok.com to get it set up.

Fleet Price Verification(PACCAR)

Flyntlok will now verify fleet pricing on work orders. Add the customer's fleet number during work order creation or from the edit screen to take advantage of any discounts. We are continuing to further automate this process.

Change Discount

When a customer is changed on an existing sales order, any discounts will be recalculated. This will ensure every customer is charged the correct amount.

ERP Voucher Inspection Fix

When inspecting parts on ERP vouchers the below error would occur. This has been fixed on all vouchers created after 6/30/2021.

Voucher Lock on Close

After a Voucher has been closed it will be "locked down". Users will not be able to add or delete attachments, edit attachment values, or make changes to fees and credits. We remove the buttons altogether, see below!

Rental Duration Default

Flyntlok will assume you are inputting days when a number is typed into the rental duration text box. You can still use "w" after a number to set weeks and "m" to set months.

Rental Contract Default Salesperson

Flyntlok had been setting the default salesperson to the first person shown in the dropdown; which is ordered alphabetically. The default first salesperson will now automatically be set to the user that is signed in.

Sales Order Beta Contact Email Fetching

The beta work order dashboard was not filling the Recipient(s) dropdown with customer emails. Flyntlok will automatically fetch emails associated with the company listed on a sales order. The system will then show the emails in the Recipient(s) dropdown on the "Email Report" page. This will make it faster to email quotes and receipts to customers.

 

Last Release Notes

June 23th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Printable Link: QOH Cheat Sheet

 

Make sure you turn on landscape print!








Printable Link: PO vs. RO QOH Cheat Sheet

 

Make sure you turn on landscape print!

 










Printable Link: Work Order Status Cheat Sheet

 

Make sure you turn on landscape print!

 

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)

March 25th, 2020

Upcoming 🔮

*We anticipate these changes to be released in the next 10 days*

John Deere-Hitachi Integration

We are working directly in partnership with John Deere-Hitachi to stay on the cutting edge of their upgrades to the JDPoint, JDQuote, and JDWarranty services. As a result, you may notice some changes on those features in Flyntlok in the coming days, but we will do our best to keep you up to speed so you can continue to take advantage of those features.

More Security

JD’s upgraded system means Flyntlok no longer has to store your John Deere username and password in our system. This results in an overall more secure integration. This will also resolve the issue when an out-of-date JD-Hitachi password in Flyntlok results in your JD-Hitachi account getting disabled.

Warning

You cannot share JD-Hitachi credentials in our system. Every JD-Hitachi username/password pair may only be tied to one Flyntlok user.


Enhancements 💪

Logging

We hit the drawing board on our logging system. We took this opportunity to shift gears and change how we handle logging on the back end. That should give you a much smoother experience loading extensive logs, and improve application performance overall.

Flyntlok Equipment Dealer Management Software - Logs

Warning

You may notice a delay of up to 30 seconds before actions on a page will show up in the logs. Have no fear, the logs will appear!


Price File Notifications

We will now send out emails when we up date your parts prices from a vendor price file. If you would like to receive the emails, please reach out to your management team who can add you to the list.

Configuration

Managers, to add users to the price file notification list, go to your wrench on the top right of Flyntlok, go to Flyntlok, and then click Flyntlok Details. Here you can add the user’s email to the ‘‘price_update_notify’ field. Please separate email addresses with a comma.

Flyntlok currently receives price files from over 40 vendors, and we use these to keep your parts data up to date with the most current information from the vendor!


Service Dashboard

Popovers were added to the service dashboard to help explain each column. To get to the Service Dashboard go to your left-hand navigation, open the management drop-down, then click Service.

Flyntlok Equipment Dealer Management Software - service


Machine PO

When using the purchase request feature, the newly generated PO will respect the cost the requester enters on the form. This should prevent duplicate data entry and keep your purchasing department rolling like a well-oiled machine.

Flyntlok Equipment Dealer Management Software - PO


March 18th, 2020

Enhancements 💪

Accounting Logs *Accountants and CEOs*

We have added more logging to all processes that happen on the Flyntlok QuickBooks page. Next to the title of the transactions box, you will see a View All Logs link. This takes you to a report of all those processes, the time they were executed, and who executed them. This is still a work in progress. We do not show the logging for Sales Receipts, Invoices, Refund Receipts, or Credit Memos yet.

Flyntlok Equipment Dealer Management Software - Logs

This page may take some time to load, there are a lot of logs to report!


Price File Updates

We will now be sending emails when vendor price files get updated. If you would like to be notified when those get updated, please reach out to Flyntlok.


March 11th, 2020

Enhancements 💪

Accounting Accountants and CEOs

Accountants now have the ability to lock out sales orders from being reversed when they are ported into QuickBooks. This can be set up within the Flyntlok Details. If you need help with this, please contact us!

We have implemented a way for certain users to be able to reverse a sales order no matter the restrictions. Please contact Flyntlok to get this setup.

Flyntlok Equipment Dealer Management Software - reverse


We have also added a button to the Accounting page that will load customer balances from QuickBooks into Flyntlok.

Flyntlok Equipment Dealer Management Software - balance


Point of Sale

Split invoices will now retain the same salesperson as the original invoice.


Item Purchase orders

If an item is special ordered, we will show the reserved quantity on the receiving voucher.

Flyntlok Equipment Dealer Management Software - reserved


Vendor Dashboard

We've done a performance upgrade on the vendor information section of the vendor dashboard and added some new statistics. Also, we have added descriptions of the vendor dashboard statistics in our FAQ section. Follow this link to read about them! Vendor FAQ

Flyntlok Equipment Dealer Management Software - vendor


Permissions

We've revamped the access control page. This should be easier to understand now with a new layout and descriptions about each permission. If you would like help creating a new role or adjusting users' access, please contact Flyntlok.

Flyntlok Equipment Dealer Management Software - perms


March 4th, 2020

Enhancements 💪

Item Searching

The 'CTRL+S' search function will perform like the search field on the point of sale. The search results will now indicate if an item has been superseded and show the parts it was superseded by. We will also show you alternates of the item you searched here as well.

Flyntlok Equipment Dealer Management Software - search

Inactive items will now be included in the search results when using 'P?' in the top-left search field.

Flyntlok Equipment Dealer Management Software - search

Lastly, the search field in Sparks was updated to function like the point of sale item searcher! This way Sparks customers can also see superseded and alternative items.

Flyntlok Equipment Dealer Management Software - search

Transfers

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

Flyntlok Equipment Dealer Management Software - transfer

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

Also, you can no longer delete a transfer that has been "received".


Journal Entries

We now validate the name selected when the Account type is payable/receivable.

Flyntlok Equipment Dealer Management Software - Journal Entry


February 26th, 2020

Enhancements 💪

DMS Work Order

You now have the ability to add a new job when creating a work order! The job will not have any estimated hours, work requested, or labor type. You will have to set those on the work order.

Flyntlok Equipment Dealer Management Software - New Job

You also have the ability to add jobs directly from the work order dashboard.

Flyntlok Equipment Dealer Management Software - New Job

Service managers can add parts, edit, and delete jobs from work orders whenever they need to. Technicians can add parts, edit, and delete jobs when the work order status is new or estimate. Technicians can also take these same actions when they are clocked-in and the work order is outside of these two statuses.

All changes to invoices, jobs, and labor will update without refresh.

Flyntlok Equipment Dealer Management Software - Job

We added the ability to transfer sales orders to different jobs and work orders.

Flyntlok Equipment Dealer Management Software - Job

Sales orders can only be transferred when they are in draft status.

Enhanced logging will be added to keep a timeline of all actions taken on the work order

Flyntlok Equipment Dealer Management Software - Job


Work Order Job Templates

Templates can now be attached to a vendor and are no longer attached to a model. For example, if you create a job template for the vendor Bobcat and make the job mandatory, every time you create a work order for a bobcat machine that job template will be attached.

Flyntlok Equipment Dealer Management Software - Job

You can also attach files to work order job templates that will show up on the work order the job template is used on.

Flyntlok Equipment Dealer Management Software - Job

Flyntlok Equipment Dealer Management Software - Job


Broadcast

On your left hand navigation go to Documents. When you upload a file, you have the option to "Broadcast" the file. This will allow you to send a banner notification to your business. This works great for informing your employees about S.O.Ps!

Flyntlok Equipment Dealer Management Software - broadcast

Here's an example of the banner notification.

Flyntlok Equipment Dealer Management Software - broadcast


Parts Metrics

Previously, the parts metric calculation only ran during our nightly process. Now, you can run this calculation on demand per vendor.

Flyntlok Equipment Dealer Management Software - Job


Issues Resolved 🐛

Parts returns

Previously, we allowed you to make a return for a part with 0 quantity on hand. Now, a part must have at least 1 on hand and we limit the max quantity allowed for return to the part's quantity on hand.


Point of Sale

We removed the item merging feature on the point of sale.


February 19th, 2020

New 🆕

QuickBooks Journal Entries *Accountants and CEOs*

This week we are releasing a brand new feature that allows you to do the following:

Flyntlok Equipment Dealer Management Software - Journal Entry

To create a new journal entry go to your Admin Editors-> Accounting -> Journal Entries

Flyntlok Equipment Dealer Management Software - Journal Entries

You will have to log out and log back in to see this new menu item!


Enhancements 💪

QuickBooks Bills

For those of you who use Bill.com to post bills to QuickBooks Online, we will now autosend all vendor credits that are uploaded in Flyntlok to Bill.com. These can then be turned into vendor credits in Bill.com and in turn QuickBooks Online.

Please reach out to Flyntlok for more information


Issues Resolved 🐛

Dropshipping

When over receiving a dropship order, the over-received quantity doesn't hit your inventory.


The "Order" button is no longer disabled when the quantity on the sales order doesn't equal the ordered quantity.


February 12th, 2020

Enhancements 💪

Item Inventory

We rolled out a major enhancement to inventory management. We no longer include special order quantities in the item's 'Stock On Order' quantity when creating a stock order. Let us know if you have any questions!

Flyntlok Equipment Dealer Management Software - inventory


Machine Purchase Orders

You now have the ability to attach a file when adding a purchase request. The file will also be attached to the purchase plan as well as the purchase order!

Flyntlok Equipment Dealer Management Software - request


You can also add model options to the machine purchase order!

Flyntlok Equipment Dealer Management Software - request

For more information on model options Click here: Machines


The Vendor Invoice and Date Invoiced fields on the machine purchase order will now be transfered over to the machine dashboard!

Flyntlok Equipment Dealer Management Software - Vendor Info


Lastly, we added extra permissions around editing a machine purchase order. Please reach out to Flyntlok if you want to set this up!


DMS Work Orders

When filling out an Equipment Condition Report, the "Other Damages Additional Comments" will be added to the "Work Requested" field on the work order that's created to fix the damages listed on the Equipment Condition Report.

Flyntlok Equipment Dealer Management Software - ECR


Point of Sale

We enhanced the log details when a purchase plan is deleted that's linked to a sales order. Previously we displayed the item's internal ID, now we show you the item's name!

Flyntlok Equipment Dealer Management Software - POS


February 5th, 2020

Enhancements 💪

Point of Sale

The invoice margin calculation now considers the discounts applied to the invoice.

Flyntlok Equipment Dealer Management Software - item

Also, if an invoice is a Drop Ship, we will show you a "Dropship" badge on the invoice!

Flyntlok Equipment Dealer Management Software - drop


Machine Purchasing

When requesting the purchase of the machine, if the model is created in the purchase request, we will now require a description of the model being requested.


Rental Reversal

When a machine is checked in on a rental contract, you now have the ability to reverse that machine back to a checked-out status.

Flyntlok Equipment Dealer Management Software - Rental

The checked-in information will not be removed when the machine is checked back out. That information will need to be manually removed.


Stock Purchase Orders

You can now remove all items that have a recommended quantity of 0 when creating a stock order. Simply check the box on stock order creation to have all of those items removed.

Flyntlok Equipment Dealer Management Software - RecQty


January 29th, 2020

Enhancements 💪

Searching

Item searching on the point of sale has been completely revamped to help you find what you're searching for faster! The item searcher now does the following:

Flyntlok Equipment Dealer Management Software - item

We will continue to refine this over the next week. Any and all feedback is welcome!


Items

You can now control whether or not an item can be purchased! If the "Item can be purchased" field is un-checked, the item cannot be requested for purchase, and will not populate on recommended stock orders.

Flyntlok Equipment Dealer Management Software - item

Danger

If the item type still allows this item to be sold, we do not prevent you from creating special orders for this item.


You can now choose the item's quantity that is used in an item group. This can be done when editing the item. To learn more about item groups checkout our FAQs.

Flyntlok Equipment Dealer Management Software - item


Item Purchase Orders

When using the purchase order exception feature, you can select 'MinQtyOverride' to enter a minimum quantity that can be ordered. We will add the exception to the description on the purchase order as well as update the item's settings!

Flyntlok Equipment Dealer Management Software - Exception


The purchase order exception feature will now notify the user who requested the purchase by sending an orange banner on the user's dashboard. If the purchase order is linked to a sales order the salesperson who created the sales order will be notified of the exception! Here's an example of what the notification looks like:

Flyntlok Equipment Dealer Management Software - notify


Chosing the PO exception reason "Discontinued" will break the link to the sales order. After discontinuing the item, the item's description on the sales order will be updated with the following message: "Order cxld from PO". The salesperson who created the sales order will also receive the following notification:

Flyntlok Equipment Dealer Management Software - Notify


Tip

The PO exception feature will not alter a "Delivered" sales order on substitution. To close out a sales order you must reverse or remove the line from the sales order.


The 5 most recent notes are now included on the receiving voucher PDF.

Flyntlok Equipment Dealer Management Software - Note


There's a new Invoice Date field on the receiving voucher that we will use to post to QuickBooks. If this date is not set, the most recent receive date will be used.

Flyntlok Equipment Dealer Management Software - date


Stock orders can now be used to fulfill special orders. If there is a stock order already created with the item that's on the "pending" sales order, then we give you the option to "Merge" on the "To be Ordered" page.

Flyntlok Equipment Dealer Management Software - merge

Tip

You will only be able to do this one time per line on a stock order.


Point of Sale

The ability to refund a customer's deposit has been added to the point of sale. First, create a sales order then add a negative amount payment line.

Flyntlok Equipment Dealer Management Software - payment

Now you can click the "Refund Deposit" button to refund the customer's deposit.

Flyntlok Equipment Dealer Management Software - refund

Tip

The customer's deposit balance will not reflect the refund until the refund is processed by accounting.

For more information on how to create a refund checkout Point of Sale.


Rentals

We added the following message to the rental PDF: "Fees below reflect estimated rent costs. Actual cost will be determined at check-in." This should help clear up some confusion for your rental customers.

Flyntlok Equipment Dealer Management Software - rental


DMS Work Orders

The work order job name is now visible in the Public Message text box of the internal sales order linked to the DMS work order.

Flyntlok Equipment Dealer Management Software - work


Machines

You can now change the date sold when editing a machine.

Flyntlok Equipment Dealer Management Software - date


Machine Purchase Orders

You now have the ability to add a machine comment that will be added to all machines on the purchase order when placing the order.

Flyntlok Equipment Dealer Management Software - comment


You can now upload files directly to the machine dashboard from the machine purchase order. To do this, click on a machine line, click edit, then click the 'Add New' link next to "Attached Files".

Flyntlok Equipment Dealer Management Software - file


The machine's serial number can be seen on the machine purchase order, specifically on the machine's link.

Flyntlok Equipment Dealer Management Software - SN

Why can't I see my S/N's on the main machine PO page?

Since you can now have multiple quantities per line, we can only show you the serial number by clicking the gear icon, and opening up the details of the line.


We added a notes section on the bottom right of the machine purchase order!

Flyntlok Equipment Dealer Management Software - Note

Tip

These notes will not show up on the machine purchase order PDF. All fields lockdown after machine PO is closed, you still have the ability to edit the machines from the machine dashboard.


Accounting

You can now control whether or not files attached to receiving vouchers are sent to Bill.com.

Flyntlok Equipment Dealer Management Software - bill.com

Important

Head to your company's Flyntlok settings (Wrench -> Flyntlok -> Flyntlok) to configure your Bill.com settings if you are using that service to manage your payables.


When accepting a customer deposit/account payment, the Credit Card Service Charge is not included in the dollar amount that hits the customer's deposit/account. The Credit Card Service Charge will book separately.

Flyntlok Equipment Dealer Management Software - bill.com

Important

The item used to book Credit Card Service Charges must have an Income and Expense account assigned to it in order for us to book these charges properly.


Vendor Dashboard

The "Most Recent Purchase Orders" list on a vendor's dashboard will now include both machine and item purchase orders!

Flyntlok Equipment Dealer Management Software - po list


Sparks

When clicking view all orders, there is now a section to filter by the customer's PO number.

Flyntlok Equipment Dealer Management Software - list


Issues Resolved 🐛

Point of Sale

When adding an address the state is no longer required for shipping addresses, unless the United States is the country chosen!

Flyntlok Equipment Dealer Management Software - pos


You can no longer enter a fulfilled quantity that's greater than the quantity ready on the sales order.

Flyntlok Equipment Dealer Management Software - pos


Machine Purchase Order

We now auto set the vendor to the model's vendor when converting a purchase plan to a purchase order. Previously, you had to manually update the vendor!

Flyntlok Equipment Dealer Management Software - vendor


DMS Work Orders

When a workorder is in invoiced status, the internal parts orders can not be reversed or returned. You must roll back the final invoice for the work order to make any changes to the internal parts orders.


Core Transfers

When transferring an item that has a core the core will be automatically added to the transfer list with the item. If the transfer is linked to a sale, both the core and the main item being transferred will be linked appropriately.


Items

The Metric Override data can now be removed when editing an item. This can be found under the "Store Specific Information" at the bottom of the item edit page. Sorry!

Flyntlok Equipment Dealer Management Software - item


January 22nd, 2020

New 🆕

Machine Purchase Order

This week we released our new machine purchase order system! Please check out the video below for more information.

Enhancements 💪

Machine Purchase Order

The order quantity on the machine purchase order will default to a model's "Minimum Order Quantity". If the order quantity is below the "Minimum Order Quantity", Flyntlok will display a red box "Below Min".

Flyntlok Equipment Dealer Management Software - below


Invoice Picklist

From the sales order, under the details tab, you can now generate a pick list of all unfulfilled items on the sales order.

Flyntlok Equipment Dealer Management Software - pick


Trade-Ins

When creating a trade-in machine from the sales order, there is now a field to link that trade into a previous machine in Flyntlok. Linking these machines will give you a link on the previous machine's dashboard to the newly traded in machine.

Flyntlok Equipment Dealer Management Software - trade


Problem Customers

When inputting a customer on a sales order, if the customer is marked as Problem Customer, we will give you a warning.

Flyntlok Equipment Dealer Management Software - Problem


QuickBooksOnline Default Accounts

You can now see the default accounts that are connected to QuickBooks Online within Flyntlok.

Flyntlok Equipment Dealer Management Software - QuickBooks


Issues Resolved 🐛

Rental Machine Hours

When checking a machine out on a rental, updating the hours out will update the total hours on the machine.


January 15th, 2020

New 🆕

Future Feature

Flyntlok will be releasing a new machine purchase order feature next week. Be on the lookout for a video explaining the new feature!

Flyntlok Equipment Dealer Management Software - machine po


Enhancements 💪

User Access

We created a new user permission that manages who can edit the customer's account and primary salesperson.

Flyntlok Equipment Dealer Management Software - permissions


Machine PO - BETA

You can now edit machine details directly from the purchase order.

Flyntlok Equipment Dealer Management Software - Edit


Issues Resolved 🐛

Tax Calculations

The tax calculator has been revamped to handle return sales orders.


Duplicate items on POS

When you add the same item that has already been added to a sales order, we will update the quantity of the original item added.

Flyntlok Equipment Dealer Management Software - Dupe


Issues on Vendor PO Page

All issues on the vendor purchase order should be fixed after this release!


January 8th, 2020

New 🆕

New Vendor Stock Order

Flyntlok has a new stock order page! This will replace the old stock order page. Please check out our new Release Radar video to learn more.

Enhancements 💪

Item Dashboard

We made some small changes to the Item Information section on the Item Dashboard. You will see most of the item's information without having to go to the item edit page. Click the Flyntlok Equipment Dealer Management Software - arrow to view more information related to that section.

Flyntlok Equipment Dealer Management Software - info

Flyntlok Equipment Dealer Management Software - minfo


Item's Average Cost

On the item dashboard, under the Location and Quantity On Hand section, you will now see an item's average cost for each store location.

Flyntlok Equipment Dealer Management Software - acost


Cost of Labor and Parts on Work Orders

DMS work orders now also show the cumulative parts and labor costs at the top of the work order.

Flyntlok Equipment Dealer Management Software - cost


Work Order Invoice Number

We now show the final invoice number on the blue banner of invoiced work orders.

Flyntlok Equipment Dealer Management Software - WOI


Clickable Links

There are many clickable links across Flyntlok, some of them open in new tabs, and others open on your current tab. We are currently working on making all links open in the same tab to keep it consistent across the board. When you see Flyntlok Equipment Dealer Management Software - icon next to a clickable link, that link will open in a new tab. If you want to open a link in a new tab that doesn't have the icon next to it Ctrl+Left Click on the link.

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