CRM

Microsoft Office 365 Email Integration-(Ticket #FD-2378)

Opportunity:                     

Flyntlok Administrators have requested the ability to send emails from Flyntlok using their company email, rather than having emails come from a Flyntlok address. Many recipients were confused when they got an email from Flyntlok rather than from their dealer.

Solution:

We have added a "Microsoft" setting to the "Integrations" page that will allow Administrators to connect a company’s Microsoft Office 365 account within Flyntlok. Once connected, your emails will come from that that address rather than from a Flyntlok address.

This feature is available when emailing:

The Office 365 email address will not be included in emails sent from the “Quick Hit” link on the Lead Dashboard. (This feature is limited to one Microsoft email account per tenant.)

Sales Quote Updated to Sales Order on Lead Dashboard-(Ticket #FD-2420)

Opportunity:                     

From the "Actions" drop-down menu of the "Lead Dashboard" page  users are able to create new linked transactions, such as Sales Quotes, Rental Contacts, and Work Orders. Sales people have requested the "Sales Quote" option be replaced with a "Sales Order" because our workflow does not allow for orders to go straight to quote status.

Solution:

We have replaced the "Create Sales Quote" option with "Create Sales Order" on the buttons drop-down menu.

Purchasing

Pending Stock Allocation Strategy-(Ticket #FD-2119, 45315)

Opportunity:           

Purchasing Managers have requested the ability to choose whether to include “Pending Stock” quantity (the order quantity of Items on the “To Be Ordered” board) with the "Flyntlok Recommended Quantity" when creating new Purchase Orders from the Draft PO page. They also would like the "Pending Stock" quantity from "To Be Ordered" and Stock from "Recommended Quantity" to be displayed on separate lines on the Purchase Order.

Solution:

We have added a new setting to the “Flyntlok Settings” page, allowing Administrators to apply alternate allocation strategies to the “Draft Purchase Order” page. Administrators will be able to choose from three options; “Do Not Allocate Pending Stock,” “Allocate All Pending Stock From Recommended QTY,” and “Add Pending QTY to Recommended QTY.”

This is the original behavior and will serve as the default Allocation Strategy. Flyntlok will only use the Recommended QTY.

Quantity of "Pending Stock" on the "To Be Ordered" board is fulfilled from the Flyntlok Recommended Quantity. Example-"To Be Ordered" shows a quantity of 3, "Flyntlok Recommended Quantity" is 5. You still only order 5, and the 3 others are pulled off of the "To-Be-Ordered" board.

Example-"To Be Ordered" shows a quantity of 3, Flyntlok "Recommended Quantity" is 5; Quantity of 8 is ordered.

"Scan Mode" Added to Item Receiving Voucher -(Ticket #FD-2458)

Opportunity:

Purchasing managers have requested the ability to scan Item via a barcode scanner when receiving Items on a Receiving Voucher.             

Solution:

We have added a "Scan Mode" to the "Item Receiving Voucher." When "Scan Mode" is activated Scanning items via a UPC, EAN, or Item Number will open the Voucher’s Receiving modal for that item. Flyntlok will display a "Duplicate Items Found" error message if an item is scanned more than once. Note- During scan mode other inputs are disabled except for the Receiving modal window.

"Scan Mode" Added to Machine Receiving Voucher for Serial Number Scanning-(Ticket #FD-2457)

Opportunity:

Purchasing Managers have requested the ability to use a barcode scanner to enter Machine Serial Numbers when receiving Machines on a Machine Purchase Order.

Solution:

We have added a "Scan Mode" to the Machine Receiving Voucher, which will allow users to quickly scan Machine Serial Numbers via a barcode scanner based on the Model. "Scan Mode" can be activated by selecting the icon.

"Split" Machine Purchase Order Message added to "Notes" Section-(Ticket #FD-2393)

Opportunity:

Machine Purchase Orders in a "Partially Received" status are eligible to be "spilt", which takes the received Machine(s) and moves them to a new PO. Flyntlok Purchasing Managers have requested we add a message to the original Purchase Order to indicate a "Split PO" action has been taken.

Solution:

We have added an informational message to the "Notes" section of the Machine Purchase Order to indicate the PO has been split. Flyntlok will display a "Split To" message on the original Purchase Order and a "Split From" message on the New PO. This message will provide a link to the referenced order.

       

Service

Added Filters to "Upcoming Maintenance" Report-(Ticket #FD-2489)

Opportunity:                     

We recently added the "Upcoming Maintenance" report to the "Machines" Tab of the Left-Hand Navigation Menu. This report displays a list of upcoming scheduled Machine maintenance and provides information on the Machine and upcoming service. Service managers have requested we add additional categories to the report to track the Customer Name and Customer Unit Number.

Solution:

We have added columns to display "Customer Unit Number" and "Machine Owner", when available, to the "Upcoming Maintenance" report.

Mobile View

Show Work Orders Assigned via the Service Calendar in "My Work"-(Ticket #FD-1768)

Opportunity:                     

The “My Work” tab of the Mobile View displays Work Orders assigned to individual Technicians from the Work Order. Service Technicians have requested we also include the Work Orders assigned via the Service Calendar to the “My Work” tab.

Solution:

We have incorporated Work Orders assigned to Service Technicians via the Service Calendar into the "My Work" tab of the Mobile View. The "My Work" tab will now be broken into two sections: "My Assigned Work" will display Work orders assigned to techs directly from the WO, and "My Scheduled Work" which will display WO assigned from the Service Calendar.

Point of sale

"Copy" Option Added to Work Order Final Invoices-(Ticket #FD-2433, 45817)

Opportunity: 

Flyntlok currently provides users the option to create copies of Sales Orders by clicking the "Copy" button from the "Payment" tab. Salespeople have requested the ability to also copy invoices associated with Service Work Orders.

Solution:

We have added the "Copy" option to "Final" invoices generated for a Work Order.


Issues Resolved This Sprint

New Item Accounting Information-(Ticket #FD-2397)

Complaint:

Flyntlok users had experienced an issue where accounting information was prefilled on the "Item Creation" page before selecting the item's "Vendor".

Cause/Correction:

Fixed. The Accounting section of the Item Creation page will remain blank until a Vendor is selected. Flyntlok will then display the accounting information for the selected Vendor. If no accounting information is saved for the selected Vendor, Flyntlok will fall back to the "Vendor Default” settings set on the "Flyntlok Settings" page.

Items labels are not the same-(Ticket #FD- 2437)

Complaint:

Purchasing Managers generating Labels from the Item Purchase Order had noticed a discrepancy between Item Labels printed in bulk and Labels printed for an individual Item, where bulk labels were generated with a bar code and individual labels with a QR code.

Cause/Correction:

Fixed. All Items Labels will have the same display, whether printed individually or in bulk, from the Purchase Order or from the items Dashboard.

Work Order Forms not Saving Edits on Mobile View-(Ticket #FD-2450)

Complaint:

Service Technicians had reported an issue where Work Order forms were not saving information when edits were made from the Mobile View. In this scenario, the Technicians could add and edit Work Order Forms associated with Service Jobs, but when attempting to save (by clicking the  icon in the top right corner of the Form), the edits are not actually saved. (OK, that seems like an obvious thing. How did we miss that? Yeah, well pobody’s nerfect.)

Cause/Correction:

Fixed. Edits made to Work Order "Forms" associated to Service Jobs will persist when the Save button is selected.


Last Release Notes

November 8th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Rental

Location Configuration-(Ticket #FD-1992)

Opportunity:                     

Rental Managers servicing multiple branch locations have requested the ability to configure and edit the "Billable Duration" of a Rental Contract based on the company's branch location. They asked that when a specific branch location is selected from the "Location" field of the Rental Contract, Flyntlok would automatically apply the "Billable Duration" based off the location's configuration.

Solution:

We have added a new setting to the "Rental Settings" section of the "Flyntlok Settings" page, allowing Users to set different customized billable durations for different branch locations.

 

From the "Durations" tab of the "Rental Settings" page Flyntlok will display, and allow users to edit, the current Duration settings of your primary location. To edit the Duration settings of an alternate location, click the "Change" button and select a specific branch from a list of all locations.

 

Users will also have the option to create a "Default" configuration that can then be applied to alternate branch locations by selecting the "Apply Default Settings" button. If no location configuration exists, Flyntlok will use the existing values set on the "Default" configuration from the "Rental Settings" page; if no values exist from "Rental Settings", the billable duration will fall back to the predefined “Flyntlok Default" duration of (28) calendar days per month and (7) calendar days  per week.

 

       

Internal Comments Field -(Ticket #FD-1980)

Opportunity:                     

Rental Managers have requested the ability for Users to create quick notes about a Contract that can only be viewed internally. Currently, any comments added to the “Notes” field of the Rental Contact can be seen by the Customer in printed reports.

Solution:

We have added an "Internal Comments" field to the Rental Contract's left bar, located under the existing “Note” section, which will allow Users to log internal notes relating to the contract. Flyntlok will display the most recent comment and provide a button that will open the "Activity Tab" and allow users to view all internal comments.

                   

 

Custom Value Rental Consumable-(Ticket #FD-2126, 45178)

Opportunity:

Flyntlok allows Users to add “Consumable Items” to the Rental Invoice for items such as fuel, oil, batteries, and fluid and to apply a cost based on the quantity used. Rental Managers have requested the ability to set the quantity of the Consumable upon the Check-In of the associated Machine rather than having to manually calc the Consumable Charge based on the quantity consumed at Check out/in.

Solution:

We have added a new Consumable “Measurement Style” for (Quantity-Based) billing, which will allow Users to charge based on the amount consumed, which is entered at “Check-In”.

Consumables can be added to a Rental Contract by first adding a "Default Consumable" to a Machine from the "Model Dashboard" (Machine Dashboard->Actions->View Model Info->Default Rental Consumables) or by manually adding to the Contract via the button drop-down menu "Edit Consumables" option. From here, you can also remove any current consumables associated by clicking the button.

 

                                                       

 

 

   

Point of Sale

Add Custom Attachments to Flyntlok Emails-(Ticket #FD-1673)

Opportunity:                     

Sales People have requested the ability to attach additional files to the Flyntlok Email report when sending a PDF document. This will optimize the process, as Users currently must download the invoice and manually email it separately if additional files are required.

Solution:

We have added an " Attachment" field to the Email Preview screen, allowing users to select files from their device to be included along with the Sales Order PDF attached to the sent email.

Collect Signatures via Clover Device-(Ticket #FD- 2111, 45065)

Opportunity:

Sales Managers, using the new Gravity Payments Emergepay system, have requested we require a signature for all credit card payments.

Solution:

We have added a "Collect Signature" check box to the "Credit/Debit" payment type on the Gravity Payments Emergepay system, which will allow Users the option to require a customer signature for credit/debit card payments.

         

 

Print Name Field on Sales Packing Slip-(Ticket #FD-2200, 45317)

Opportunity:

Sales People have requested we add a field to the Sales Order "Packing Slip" PDF for the Customers printed Name.

Solution:

We have added a "Print" field next to the customer signature on the Sales Order Packing slip PDF.

Process Button - (Ticket #FD-1234)

Opportunity:

Sales People and Technicians have given feedback stating that the terminology of the Order button on sales orders is confusing.

Solution:

We have changed the terminology to Process. This button still functions the same.

Display Discount Reasons-(Ticket #FD-2176, 45236)

Opportunity:

Sales People have requested we display the "Discount Reason" on the Sales Order page when an item has been sold at a discount. Currently, Users cannot reference the Discount Reason given to the Customer on the Sales Order page and must go to the "Discounts Given" report to view all the Discount Reasons given for each sold Item.

Solution:

We have added the "Discount Reason" to the item line for discounted Items on the Sale Order page. Flyntlok will now display the "Discount Reason" when hovering over the symbol. Flyntlok will also show the "Discount Reason" when adding or adjusting the line price.

Remove "Backordered" Zero Quantities from PDF -(Ticket #FD-2066, 44992)

Opportunity:

Sales People have requested that the Items lines with no backordered quantity (in-stock items) be displayed with a blank space versus a (0) quantity on the Sales Order PDF, making it easier to identify which parts are on backorder.

Solution:

We have removed (0) quantity Items from the "Backordered column of the Sales Order PDF.

Machine Location Warning-(Ticket #FD-2180, 45276)

Opportunity:

Sales People have requested a warning message be added to the Point of Sales to alert Users when a Machine's location does not match the location of the Sale Order.

Solution:

We have added a "Not at This Location!" warning message to the icon's "Sell Machine" searcher; that will display when a Machine's "Responsible Location" does not match the location of the Sales Order.

Inventory

Region Specific Distributor Interface-(Ticket #FD-2046)

Opportunity:

Purchasing Managers located in Kansas, Missouri, Nebraska, and South Illinois have requested a parts ordering interface with the local Stihl distributor Crader.

Solution:

We have added a "Submit To " option to the Item Purchase Order's button drop-down menu, which will allow Users to search for "open" Machine Purchase Orders associated with the same distributor and submit the Order(s).

Service

Service Tech on Work Order PDF-(Ticket #FD-2019, 44935)

Opportunity:

Service Managers have requested the associated technician of a Work Order be added to the Work Order PDF.

Solution:

We have added the first associated technician's name to the Work Order PDF.

     

Add Work Order "Priority" Status to PDF-(Ticket #FD-2009, 44935)

Opportunity:

Service Managers have requested we add the "Priority" status of a Work Order when set to the PDF.

Solution:

We have added the Work Order's associated "Priority" status to the "Internal" copy of the printed Work Order PDF. Users can print an "Internal" copy of the Work Order by navigating to the button and selecting the "Print Internal" option from the dropdown menu.

     


Issues Resolved This Sprint

CRM Notification Link-(Ticket #FD-2094)

Complaint:

Users had noticed that the in-app notifications they received from Flyntlok which were associated to a CRM Lead were directing them to the old CRM HUB.

Cause/Correction:

Fixed. Links attached to notifications associated to CRM Leads will now redirect Users to the "Lead Dashboard" page.

Require Valid License Warning-(Ticket #FD- 2106, 45059)

Complaint:

Rental Managers, using the "Require Valid License on Check-Out" setting, were experiencing an issue where users were not receiving a warning message when a customer did not have a valid license associated with their record. They were still able to check out a Machine on a Rental Contract when they should have been restricted.

Cause/Correction:

Fixed. If the Flyntlok Setting "Require Valid License for Machine Check-Out" is activated, Users will receive a warning message on Contract creation and Machine Check-Out if the customer is missing the required license information or if the associated license is expired.

Work order Estimate List View missing the "Sent To" and "Reviewed By" Icons -(Ticket #FD-2162, 45182)

Complaint:

When generating a Work Order Estimate, Flyntlok allows Users the option to send Customers a PDF copy via email or SMS messaging and request they review and approve/reject the Estimate. Flyntlok will then mark the Estimate with a  icon (hovering over this icon will display a "Sent to Customer" message.) Once a customer has taken action on an estimate, the icon will change to  (hovering over this icon will display a "Customer Review Complete" message). Service managers had noticed that while the "Sent To" and "Review Complete" icons were still populating the individual Estimates, Flyntlok was no longer displaying the icons in the "Work Order Estimate List," which shows all estimates generated for the particular Work Order.

Cause/Correction:

Fixed. Work Order Estimates will display the "Sent to" and "Reviewed by" icons on the individual estimates as well as the Estimate list view.


Last Release Notes

October 11th, 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!

 

 


                 

We are excited to announce that Flyntlok, including our CEO and founder Sean McLaughlin, will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.


Service

Opportunity:

A few large customers and some new Flyntlok prospects have found that QuickBooks online isn’t a fit for their business due to their ownership complexity, number of locations, multiple currencies, or for other reasons. We have been asked to integrate with the Sage Intacct accounting system.

Solution:

Flyntlok has been a proud integrator with Intuit’s QuickBooks Online, one of the premier accounting packages in the industry, since our inception. However, we are excited to add an integration with the Sage Intacct accounting package. Sage Intacct is the industry’s most modern, powerful, and scalable accounting software geared toward larger and more complex dealers, specifically those with numerous branch locations. Flyntlok and Sage have a two-way sync process to move reference data, transactions, and balances between the products. Synchronization can happen automatically or can be manually initiated in order to provide a review process as part of your workflow.

If your business outgrows QuickBooks Online and you want to consider Sage Intacct, please reach out to our Consulting team, and we can set up a meeting to discuss this option.

CRM

Facebook Reviews-(Ticket #FD- 1357)

Opportunity:                     

In our July 19th Releasewe debuted the new CRM "Reviews" report, which tracks and displays customer reviews submitted from Google. Salespeople have requested reviews left on the company's Facebook page be included in this report.

Solution:

We have incorporated Customer reviews posted on your business's Facebook page into the"Reviews" report located in the CRM Tab of your Left-Hand Navigation menu. This report will retain all of its previous functionality and still allow users to view the company's aggregated Google/Facebook scores, respond to reviews, and send an email or SMS message requesting a review of the company. (N.B. While Flyntlok has completed this integration work, the final release is pending a Validation Review by Mark Zuckberberg… or someone that works for him. That should be completed within 5-10 days and then you can set this up. Please contact a Flyntlok consultant for any assistance.)

To integrate your company's customer Facebook reviews into the "Reviews" report, you will first need to connect your specific Facebook page to Flyntlok. This can be accomplished by navigating to the "Integrations" page. (Admin Editors Wrench->Flyntlok->Integrations). From here, you can select the button to log in and connect to your Facebook account to Flyntlok.

 

If your company's Facebook account has multiple pages representing alternate branch locations, you will have the ability to link multiple Facebook pages into Flyntlok. Once you have entered your account login information, Fyntlok will display a list of all "Pages" associated with the account, where Users can select which pages to connect with Flyntlok. You can add and remove account pages by selecting the edit button on the "Facebook Settings" section of the integration page.

Users can respond to customer reviews by selecting the button of the individual line. For responses to Facebook reviews, Flyntlok will provide a link that will redirect Users to the Facebook reviews page, where they can respond to individual customer reviews.

Flyntlok Users will also have the option to send an SMS message or email to customers, requesting they review your company via Facebook Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the company's Facebook account and the Google Review page.

         

Rental

Update to Bulk Billing of Rental Contracts -(Ticket #FD- 1688 )

Opportunity:

In the last release, we launched the new "Contracts To Be Billed" report, which allows Flyntlok Users the ability to generate and invoice active Rental Contracts in bulk. Our next iteration is to further streamline this process by auto-applying account payments to invoices when the associated customer is an Account Customer.

Solution:

Account payments will now be auto-applied to invoices generated where the associated customer is an Account Customer. Flyntlok will then move the invoice into a "Delivered" status. Invoices where the associated customer is not an account customer will be generated in a "Draft" status and will still need a payment. To make the Contracts associated with account customers more obvious, we added a new "Customer has Account" column to the report.

Purchasing

Delete Layout Warning -(Ticket #FD- 1615)

Opportunity:

Purchasing managers have requested an additional warning be added to the Draft Purchase Order Page when the top-left "Delete Layout" option is selected. Currently, when adjusting layouts, if the delete button is clicked accidentally, the only way to cancel is to close the window.

Solution:

We have added a "Delete Layout?" pop-up to the "Draft Purchase Order" page that will display when the "Delete" button (of the page layout section) is selected, and Flyntlok will now ask Users to confirm if they wish to delete the selected layout.

Vendors

Prefix Search/Hotlinks on Results Page-(Ticket #FD- 1615)

Opportunity:

Flyntlok managers have requested that we create fewer steps for executing certain actions after looking up a Vendor.

Solution:

We have updated the prefix searchers Vendor search (V?) results page.

When attempting to look up a specific Vendor from the Flyntlok home page searcher using the V? prefix, you will be directed to a results page where Flyntlok will display a list of all possible Vendors matching your search. We will now display a   button beside each returned result. Users will have the ability  to select from several actions including: creating new Purchase Orders or Machine Purchase Orders; adding new Models; and importing Purchase or Return Orders from a spreadsheet.

Customers

Change the "Has Contact" Indicator To "Number of Full Contacts" Indicator on the Customer Dashboard -(Ticket #FD- 1780)

Opportunity:

In our August 30th Notes, we released a new indicator titled "Has Contacts" to the Customer Dashboard, which shows Users if a specific Customer has Full Contacts associated with it for marketing purposes (A "Full Contact" is a contact that has all of the following details: contact name, phone number, and email). Flyntlok Salespeople have requested we instead display the number of Full Contacts associated with the Customer record.

Solution:

We have changed the title of this indicator from “Has Contact” to “Full Contacts,” and Flyntlok will now display the number of Full Contacts associated with the Customer record. Contacts associated with the Customer that do not have all required fields will not be included in this count (i.e. is missing email or phone number).

Machines

New Machine Fields-(Ticket #FD- 1692)

Opportunity:

Flyntlok Users have requested additional Machine Warranty information be added to the Machine Dashboard.

Solution:

We have added new fields to the Machine Dashboard to display Internal Warranty Start and End dates and Powertrain information. To add this information to Machines in your inventory, navigate to the Machine's Dashboard and select "Edit" from the button drop-down menu.

Work Order Machine Year Field-(Ticket #FD- 1772)

Opportunity:

Service managers have requested a new field be added to the Machine section of the Work Order dashboard to display the "Manufacture Year" of the Work Orders associated Machine.

Solution:

We have added a "Machine Year" field to the "Machine Section" of the Work orders "Info Tab", which will display the associated Machine's manufacture year. This field will only display for Machines where the "Manufacture Year" is populated.

Users

Customer Item Pricing Permissions-(Ticket #FD- 1666, 44306)

Opportunity:

We recently released the "Customer Item Pricing" feature, which allows Flyntlok Users the ability to set up a temporary discount on an Item for a specific Customer. Flyntlok managers have requested we add permissions around this feature so Administrators have the option to allow or restrict Users from using the “Customer Item Pricing" feature.

Solution:

We have added a new permission to the Customer section of the "Access Control" page, allowing Flyntlok Administrators to allow or restrict User's access to the “Customer Item Pricing" feature. Administrators can navigate to the setting by selecting the  icon in the top right corner of any page, selecting "Users", and then choosing "Access Controls" from the drop-down menu.

 

 


Issues Resolved This Sprint

Customer Creation Dead End-(Ticket #FD- 1767, 44471)

Complaint:

If a User was creating/editing a Customer and if the User clicked out of the pop-up entry form, the page locked and the Save button was no longer selectable.

Cause/Correction:

Fixed. When creating a new Customer, clicking out of the pop-up will no longer lock the page.

Incorrect Quantity Allocation-(Ticket #FD- 1715, 44398)

Complaint:

Flyntlok Users have encountered an issue when creating an Item Purchase Order that contained a Special Order and Stock Quantity of a particular item. If the item was received with additional quantity from what was ordered, and the Sales Order is reversed, the SO becomes broken, and you can only fulfill the original Special Order quantity for the sale.

Cause/Correction:

Fixed. When receiving items on an Item Purchase Order, if any additional quantity is received for items associated with a Special Order, Flyntlok will fulfill the Special Order quantity and then apply the remaining quantity to stock.

Searching Between Dates Fails on "Sold Machines" Report-(Ticket #FD- 1818, 44552)

Complaint:

Flyntlok users were reporting an issue where Flyntlok was unable to return search results when attempting to search a time period between two dates from the "Sold Machines" report.

Cause/Correction:

Fixed.

 Cannot Add Customer Shipping Address To PO-(Ticket #FD- 1773, 44486)

Complaint:

Purchasing managers were experiencing an issue when adding a Customer Shipping Address to a Machine Purchase Order when the shipping address exceeded 100 characters. The user would receive a "Could Not Edit Purchase Order" error message and the address was not saved.

Cause/Correction:

The "Ship to" address length allowed on the Machine Purchase Order was shorter than the address length allowed on the Customer Dashboard "Customer Shipping Addresses" field. (Yeah, that was stupid of us.) We have increased the character limit on the "Customer Shipping Address" field of the Machine Purchase Order and aligned it with that of the Customer Dashboard. (That was smart of us.)


Last Release Notes

September 13th, 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 Customer Google Reviews Page-(Ticket # FD-462, 463, 458, 470, 461, 467)

Opportunity:

Sales managers would like to be able to view a list of customer reviews of their company that have been submitted via Google Reviews. This would allow Flyntlok users to track overall customer satisfaction better.

Solution:

We have added a new Reviews report in the CRM tab of your Left-Hand Navigation menu that will track and display customer reviews submitted from Google. This new report will allow users to view a full list of all customer reviews and the company's aggregated Google score, respond to reviews, and send an email or SMS message requesting a review of the company.

Flyntlok users will have the option to send an SMS message or email to customers, requesting they review your company via Google Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the Google Review page.

We have added a response column to the Reviews page, allowing users to respond to individual customer reviews or to view their previous response. N.B. Google only allows one response per customer review.

Leads

Last Updated Column -(Ticket #FD-1258)

Opportunity:

Sales managers would like to document the last attempt to contact individual leads.  This will help to verify the company is actively staying on top of new potential business.

Solution:

We have added a "Last Reached Out" field to the All Leads report. Flyntlok will update this field when an SMS text message is sent or when the lead timeline has been manually updated with a new event (e.g. added a Call Note).

 

Export All Leads-(Ticket #FD-1262, 42888)

Issue:

Flyntlok users have the option to export the All Leads grid to an Excel spreadsheet. Previously, the export action only exported the items contained within the grid itself, which is limited in the number of records it displays, rather than all Leads which met the filter criteria of the report.

Solution:

All Leads that meet the criteria of the grid filter will be exported, rather than the limited set the grid was set to display (e.g. 50 or 100 records.)

Purchasing

Distributors: Purchasing via Multi-Manufacturer Vendors (Ticket #FD-1205)

Opportunity:

Purchasers would like to purchase parts from Distributors that sell two or more Vendors' parts. They would like to quickly create a single Purchase Order with all associated Vendors' parts. Currently, Flyntlok does not offer a way to configure a Distributor to be associated with a part or configure a part to be associated with a Distributor, or aggregate multiple vendors under a single Distributor for purchasing purposes.

Solution:

We have added a new flag to the Vendor edit page, that will allow users to set a Vendor as a Distributor. When this flag is set, you will be able to associate multiple different Vendors to the new Distributor.

Our crack development team has also updated the “Create New Purchase Order” page to handle Distributors. When a Distributor is selected for a new PO, all of the Vendors that this firm distributes for will be aggregated for selection.

Special Orders Aggregated with Stock Orders (Ticket #FD-462)

Opportunity:

Purchasers would like to have Special Orders of parts combined with Stock Orders when trying to create a new Purchase Order. Previously these had to be handled separately.

Solution:

To handle a mix of special and stock orders we have added two new fields:

We have also added a drop-down menu item at the top within the “Use Recommended Quantity” that allows the user to choose between using just the “Recommended Quantity” or to “Use Recommended Quantity + Special Order Quantity”. When the latter is selected, the Order Quantity will add both SO and Recommended amounts to the Order Quantity.

Finally, if you expand the Item to review additional details (by clicking the arrow on the left in the grid), we have added information about the Special Orders within the drop-down.

Metric Overrides Now Manageable from Purchase Order Creation Page (Ticket #FD-1251, 701)

Opportunity:

Purchasers would like to be able to manage Metric Overrides when creating Purchase Orders. This allows them to stay on this page and quickly adjust the Overrides for many parts quickly and in one location. Previously they had to open separately the individual Item Dashboard for the part and from there they could amend the Metric Overrides.

Solution:

We have added a new Metric Override field to the Purchase Order grid. By clicking on the cog/gear icon within the cell of the Item, the user is presented with a dialog for setting the Override on that particular item. Setting a new Override will then adjust the Recommended Quantities accordingly.

Rental

Handling Alaskan Rental Tax on Short-Term Lease-(Ticket #FD-1203)

Opportunity:

Rental managers in Alaska would like the option to apply an Alaskan-specific tax charge on all Rental contracts, with a duration under 90 days.

Solution:

We have added a new “Charge Duration Tax” check-box on a Rental Contract, that when selected, will charge a specific tax rate on the rental. This box is auto-selected when a contract is less than 90 days, but can be overridden by the user. Further, if the original contract was for greater than 90 days (and where this box was not selected), but the customer ended up terminating and finalizing that prior to 90 days, then the user is prompted about whether they would like to add that tax back onto the invoice upon closure.

The addition of this field on a contract, and the specific rate charged, are environment-specific settings. If you would like assistance with setting up this feature, please contact your friendly Flyntlok Consultant for assistance.

Demo Flag on a Rental Contract-(Ticket #FD-1262)

Opportunity:

Rental managers would like a way to flag a Rental contract as a Demo, to more easily differentiate from other contracts.

Solution:

We have added a new "Is Demo" check box to the rental contract's Additional Details page. This check box will now designate the Rental Contract as a Demo and display this information from the top left corner of the contract.

Please contact one of our affable Flyntlok Consultants if you would like assistance in setting up this feature.

Service

Remove Discount from PDF-(Ticket #FD-1213, 42699)

Opportunity:

Flyntlok users have requested the ability to remove the discount field from the Work Order Estimate PDF.

Solution:

We have added a new setting to the Flyntlok Settings page, which will allow administrators the ability to hide the discount field on the PDF generated via a Work Order Estimate.

Customers

Prevent Default Customer from Having Special Orders on a Sales Order -(Ticket #FD-935, 42007)

Opportunity:

Salespersons would like the option to prevent a Default Customer from having Special-Order parts on a Sales Order. (Flyntlok allows firms to set a Default Company as a customer that will auto-populate in the Customer Tab of the Sales Order that is generated when you select the quick create icon  from the blue top bar.) Users have asked that Flyntlok not allow Special Order parts to be available on a Sales Order.

 

Solution:

We have added a new setting to the Sales section of the Flyntlok settings page that allows administrators the option to prevent the company's Default Customer from adding items requiring a Special Order to a Sales Order.

Inventory

Retail Labels-(Ticket #FD-1206, 42700)

Opportunity:

Flyntlok users would like to print retail labels for inventory items, that will display the part number, item description, list price, and a barcode that scans as the item number.

Solution:

We can now customize the display of the item's retail label. Please reach out to the ace Flytnlok support team if you would like to edit the display of your retail item labels.

Machines

Equipment Fields-(Ticket #FD-1266, 42902)

Opportunity:

Flyntlok users have requested additional information be added to the machine dashboard to record the machine's: fuel type, license plate number, and license expiration date.

Solution:

We have added three new fields to the new Machine Editing page and the Machines Dashboard view. Flyntlok users will now have the option to record and edit fuel type, license plate number, and license expiration date.

Issues Resolved This Sprint

Vouchers/JE's not Transferring to QuickBooks if more than 1 Account is Credited -(Ticket #FD-1197, 42621)

User issue:

Flyntlok users are having issues where Journal Entries and Vouchers are not transferred over to QuickBooks if more than one account is credited.

Resolution:

When posting a bill to QuickBooks Online, only the Accounts Payable account can be credited. The issue here is if a Journal Entry is created with more than one credited account, the entry gets submitted successfully but is then unreconcilable. We have updated the QuickBooks settings, and going forward Journal Entries being submitted with multiple credited accounts will fail to successfully post. We have also added an error message, that will display this information to the user attempting to post the entry.

Vendor Logs on Vendor Creation-(Ticket #FD-1196, 42641)

User issue:

Users would like to see who created a particular Vendor. Currently, no logs related to Vendor Creation are viewable by Flyntlok users.

Resolution:

We have added Vendor Creation to the logging information displayed for individual Vendors.

Customized Percentage Fees Should Apply to Labor and Parts - (Ticket #FD-1209, 39678)

User issue:

Flyntlok users have the option to add an additional customized percentage fees (e.g. Shop Fees) to Service Work Orders. The problem is that when a job is set as Flat Rate, these percentage fees are only applied against the labor, not the part.

Resolution:

We have updated the Work Order billing settings. Going forward, all billings types will charge against parts added to service jobs when a parts fee is associated with the Work order. To update in-process work orders, you will have to remove the fee and add it back.

Machine Purchase Order-(Ticket #FD-1221, 42748)

User issue:

Machine Purchase Orders are not being referenced under the icon within related transactions from the Point of Sale.

Resolution:

Fixed.

Turn off Customer PO Setting-(Ticket #FD-1222, 42770)

User issue:

As a Flyntlok user, I would like the ability to turn off the Customer PO column of the Purchase Order's PDF

Resolution:

We have added a new check box to the Flyntlok settings page, allowing users to display or hid the Customer PO column.

Payment Received Date on SO PDF-(Ticket #FD-1198, 42678)

User issue:

Payment dates were not appearing on the Sales Order PDF when using the new EmergePay payment screen in Flyntlok.

Resolution:

We have added payment dates to the SO PDF.

Rental Insurance Date Format-(Ticket #FD-1230, 42802)

User issue:

Flyntlok users have requested that the customer insurance expiration date which is displayed in the header of a rental contract not include the time.

Resolution:

We have edited the expiration date display, to be formatted as MM/DD/YYYY.

Can't Add Company Logo-(Ticket #FD-1256, 42878)

User issue:

Flyntlok administrators have the ability to add or edit the company logo that will be displayed on company documents generated from Flyntlok. The issue is that Flyntlok currently does not support PDF file types for logos. However, it appeared that the file upload of a PDF  logo was successful, but then no logo appeared.

Resolution:

We have added an informational message that will alert users if an unsupported file type, such as a PDF, was uploaded.

Last Release Notes

July 6th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.

CRM

Manage Contacts-(Ticket #FD-988/71)

Opportunity:

Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the  CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.

Solution:

The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.

Outbound Communication with Contacts-(Ticket #FD-991)

Opportunity:

Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability

Solution:

When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.

History of Contact Interactions-(Ticket #FD-989)

Opportunity:

Sales managers often like to see a history of all interactions with a specific contact:

Solution:

Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.

 

 

CRM Machines-(Ticket #FD-978, 42165)

Opportunity:

When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.

Solution:

For associated machines: include serial, machine number, owner name, and the current status of machines.

Link back to All Leads-(Ticket #FD-1131, 42447)

Opportunity:

The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report

Solution:

Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.

Sales

Signature Line on Packing Slip (Ticket #FD-815, 41558)

Opportunity:

Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.

Solution:

Add a signature line to the packing slip PDF.

Edit Invoice Detail Lines Block (Ticket #FD-770, 41452)

Opportunity:

The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.

Solution:

Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.

Buyer Acceptance Signature Line (Ticket #FD-641, 41012)

Opportunity:

At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.

Solution:

Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.

Quote Expiration Date(Ticket #FD-1120, 42417)

Opportunity:

When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.

Solution:

Add a "Valid Until" field to the internal details section of the detail tab.

Payment Date - (Ticket #FD-802, 41523)

Opportunity:

The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments

Solution:

Flyntlok now includes the payment date on all payment description lines.

 

Parts

Kit item Cost-(Ticket #FD-1034)

Opportunity:

Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.

Solution:

Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.

 

Kit QOH(Ticket #FD-905, 41927)

Opportunity:

Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.

Solution:

On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items

Kit Cost Total - (Ticket #FD-638)

Opportunity:

When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.

Solution:

Added a total cost field, that will display the cost of sub-items added to the kit.

Cost Margin on Quick Kits - (Ticket #FD-982)

Opportunity:

When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.

Solution:

We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.

Purchasing

Customer PO Number (Ticket #FD-975, 42148)

Opportunity:

Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.

Solution:

We have renamed the column, and will now display it as "Customer PO Number"

Service

Job Transfer Logging (Ticket #FD-1146, 42497)

Opportunity:

Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.

Solution:

We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.

Flyntlok Reporting

Compact/Compress

Opportunity:

Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.

Solution:

We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.

 

Issues Resolved This Sprint

Not showing reservation for rental- (Ticket #FD- 915, 41934)

User issue:

The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.

Resolution:

Added to top of the page for viewing.

Failed Scan Note- (Ticket #FD-936, 42015)

User issue:

On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.

Resolution:

Fixed.

Converted Part Issue- (Ticket #FD-814, 41556)

User issue:

The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.

Resolution:

Fixed.

Machines Getting Marked to Not Allow Sale-(Ticket #FD-955, 42114)

User issue:

The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.

Resolution:

Fixed.

Copying Sales Order- (Ticket #FD-950, 42067)

User issue:

When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.

Resolution:

Fixed.

Shopify Prices Not Updating-(Ticket #FD-957, 42130)

User issue:

The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.

Resolution:

Fixed.

CRM issue-(Ticket #FD-977, 42152 )

User issue:

On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.

Resolution:

Flyntlok users will be able to view the Lead Detail page for all CRM leads.

Rental Contract Available Machines by Location-(Ticket #FD-1000, 42201 )

User issue:

When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.

Resolution:

When filtering for a specific location, only the machines in that location will be displayed.

Assigned WO not in Mobile View-(Ticket #FD-1041, 42268)

User issue:

Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.

Resolution:

Fixed.

Customer PO Search-(Ticket #FD-1074, 42068)

User issue:

When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.

Resolution:

Fixed

Update Pricing-(Ticket #FD-1067, 42324)

User Issue-

When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.

Resolution-

Fixed.

MFA Duplicate Key-(Ticket #FD-1108,42397)

User issue:

Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.

Resolution:

Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.

Payment Visual-(Ticket #FD-1117,42418 )

User issue:

On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.

Resolution:

Fixed.

Machine Flooring-(Ticket #FD-1115,42407 )

User issue:

On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.

Resolution:

Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.

Serialized Stock Core Items-(Ticket #FD-1123, 42431)

User issue:

When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.

Resolution:

When an invoice detail represents a core, Flyntlok will not enforce traceability on it.

Deleting Sales Order-(Ticket #FD-1139, 42467)(FD-1140, 42359)

User Issue-

When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.

Resolution-

Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.

Edit Title of Lease Agreement(Ticket #FD-1149, 42503)

User issue:

Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".

Resolution:

 

Wrong Data-(Ticket #FD-1137, 42462)

User Issue-

Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.

Resolution-

Fixed.

Credit Card Fee Charge-(Ticket #FD-1137, 42462)

User issue:

From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate

Resolution:

Fixed.

Saved Card - ( #FD-1162, Support ticket #Internal)

User Issue-

When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.

Resolution- Fixed

Unable to clock In (Ticket #FD-1168,42575 )

User issue:

Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.

Resolution:

Add a new error message that will display when labor types have not been correctly configured.

Last Release Notes

June 14th, 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 Hub

New Feature

We are currently updating the CRM Hub. To better manage the history of interactions with prospective customers, we have added an enhanced timeline, the ability to assign leads to multiple users and associate multiple machines to leads.
-We will continue to update you on the progress of the new CRM Hub, if you have any questions please reach out to the Flyntlok support team.

 

Parts

Enhancement

Remove Kit Sub Items From Packing Slip

We recently released a new feature allowing you to remove kit sub-items from the Sales Order invoice. If this setting is activated, the kit sub items will also be removed from the sales packing slip, showing only the parent item.

Supersessions

We have added additional information when searching for items that have alternates. You will now see a supersedes section with the QOH displayed.

Point of Sale

Enhancements

Defaulting Credit Card Terminal

When taking a credit card payment from the new Gravity payment system, the previously selected terminal will now default into the field.

New Customer Email

When creating a new customer, from the Point of Sale, Flyntlok will now accept email addresses in an all-caps format.

Rental

Enhancement

In and Out Hours on Invoices

We have added the equipment hours logged on check-in/check-outs to the rental invoice. Previously, you would have to print out the rental lease agreement in addition to the invoice, to show this information to customers.

Machine Purchase Orders

Enhancement

Model Number on Item Line

From the Point of Sale, when associating a machine with a quoted model, Flyntlok will now display the model number in the description of the item line.

Tax

Enhancement

Tax Rounding

We have made an adjustment to the tax rate settings. Tax rates can now be extended out up to 8 decimal places.  Flyntlok will only display the tax rate’s significant digits in tax line descriptions.

Purchase Orders

New Feature

Hide Invoice ID on PDF

Administrators will now have the option to hide the Invoice ID number on the Purchase Orders PDF. Wrench->Flyntlok->Flyntlok Settings.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

Enhancement

Remove Stock Items from Will Call Labels

We have removed stock items from the list displayed when selecting will-call labels, from the receiving voucher. From the item Purchase Order with stock and will-call items, you will now only see the will-call labels.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

                 

Last Release Notes

May 17th, 2023 Release Notes

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Learn More at Flyntlok Dealer Management System

YouTube

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Gravity Emergepay Integration

New Feature

Gravity Emergepay

We are beginning to migrate customers over to our new Gravity Payments integration called Emergepay. This integration will provide seamless payment processing, modern card devices, the ability to collect signatures via card devices, and an overall better payment experience. Please reach out to the Flyntlok support team if you would like to start the migration process or if you need any additional information!

Point of Sale

New Feature

Quick Kit

We recently added a new feature allowing you to sell a group of parts as a kit, with a customized list price. You will now be able to create and add Quick Kits to a Sales Order on a per-order basis. The quick kit will serve as a one-time-only deal and not be saved in Flyntlok.

Hide Kit Items on PDF

We have added a new feature, allowing users to hide kit items on a Sales Order PDF. This will allow you to print out receipts and invoices where the kit’s subitems are not presented, only showing the parent item and the customized list price.

 

Administrators will be able to activate this feature by navigating to the Flyntlok Settings page. Wrench->Flyntlok->Flyntlok Settings->Reports

             

Remove Tax Lines

We have also added a feature to remove tax detail lines from the Sale Order PDF. If activated, Sale Order tax lines will be removed from the PDF document, only showing in the balance sheet. To activate this feature you will navigate to the Flyntlok Settings page.

Enhancements

Edit Salesperson

You will now be able to edit the salesperson associated with a particular sale even if the transaction is in a delivered status. Previously you could only make edits to this field when in an active status.

Block Quoting Invoices with Associated PO’s

We have added a new restriction to the Point of Sale when special ordering items. Flyntlok will now block the workflow of converting a Sale Order into a quote if the sale is associated with a Purchase Order.

Parts

Enhancement

Deactivate Item Permission

We have added a new permission to the Access Controls page that will lock down the ability to activate/deactivate items. Wrench->Users->Acess Controls

   

 Transfer Request Notification

If you are subscribed to receive notifications on transfer requests, you will now see the items description as well as a link to the items dashboard in the notification. This will help to quickly identify and pull the parts needed for the transfer.

Machine Purchase Orders

Enhancement

Additional Information on Line Item

From the receiving voucher when associating a machine to a quoted model on a Sales Order, the machine's serial number, and description will be added to the Sales Orders machine line.

Purchase Orders

New Feature

Enhancement

Add Item

We have removed a restriction, that would block you from adding parts to a Purchase Order in a partially received status. Flyntlok will only restrict this action when all items have been received or the PO is closed. Previously, you would need to create a new PO for the vendor and merge the two Purchase Orders.

Moves

My Trips Mobile View

If you are currently using the moves system, you will now be able to access the My Trips report from the general section of the mobile view. This will allow drivers to quickly view upcoming moves from their mobile device.

 

Last Release Notes

May 3rd, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Service

New Feature

Work Order Estimates

We have added a new setting to the work order to make the job approval processing quicker. From the Jobs Tab of the Work Order dashboard, you will see a new option in the Actions dropdown titled Process Jobs. When clicked, you will see a list of your jobs, allowing you to select and process the part orders associated with the jobs.

 

When the process button is selected, Flyntlok will move the internal parts orders tied to the selected job(s) forward from a Quote or Draft status into a Pending or Pickup status.

Enhancement

Visibility on Tech Clock Out Notes

When a technician clocks out of a job, Flyntlok requires them to log a note. You will now be able to view this note from the corresponding labor punch. From the Labor Tab of the Work Order, you will now see a new Note Icon on the labor punches. When you hover over this new icon, Flyntlok will display the tech note added at that clock-out.

 

 

Point of Sale

Enhancement

Credit Card Information

We have added additional Credit Card information to the Sales Order. When adding a customer credit card as a payment type, you will now see the card number, the name on the card, the date the payment was taken, and the approval number populate on the payment line of the Sales Order and the Sales Order PDF.

           

Machines

Enhancement

Model Update

We will now tell you what fields will be changed on the model when updated from a machine.   

Machine Flooring

New feature

Closing a Voucher/Booking Corresponding machine Transaction

We have added new settings to the Machine Receiving Voucher, you will now be able to generate a new journal entry to put the machine into a flooring account! When the QB flooring field is set on the receiving voucher, Flyntlok will now generate a journal entry for the machine instead of creating a bill. We recommend also setting the category (Floored) checked to indicate yes. This will allow Flyntlok to create new reports on the floored machine. Please reach out to the Flyntlok support team to review this workflow!

 

 

This information will immediately populate the machine's balance sheet, viewable from the machine's dashboard.

Machine Purchase Orders

New feature

Machine Miles/Hours

We have added the Machine Miles and Hours categories to the column chooser of the Machine Receiving Voucher.

 

Rental

Enhancement

Call-Off  Date Visibility

We have updated the settings of the rental contract call-off. When a rental contract is called-off, invoicing uses the call-off date if it exists; (otherwise uses check-in date.) The Call-Off date will now populate on all relevant rental PDFs and lease agreements.

                   

Tax

Enhancement

Customer Dashboard Tax

We have updated the Tax Rules pop-up on the customer's dashboard. This will make configuring a customer's tax rules easier.

 

CRM Hub

New Feature

Attach Files, Photos, and Videos

You will now be able to send files such as PDFs, Photos, or Videos to new leads when communicating with them via SMS.

 

 

Last Release Notes

March 22nd, 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!

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!

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