Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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 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.
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.
New-Navy
Open-Blue
Attempted Contact- Orange
Contacted- Orange
Quoted- White
Won- Green
Lost- Grey
Closed-Grey
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.
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.
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!
Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags from the CRM Hub.
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.
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.
We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.
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.
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.
Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.
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.
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.
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.
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.
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.
A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.
We have added machine hours and miles to the Sparks Request Service Form.
Last Release Notes
December 14th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We are introducing Machine PO Vouchers! This update will make it faster to receive large quantities of machines and give you more control over machine data.
First, create a Machine Purchase Order. This process has not changed. Once a PO has been created and the machines have arrived, you are ready to begin the receiving process. Click the dropdown, then Create Receiving Voucher.
The first screen is where you will decide which machines need to be received. Select the lines that need to be received, then click Add to Voucher.
You will be brought to the Machine Voucher Page.
The main sections of this page is the grid. You are able to edit information in the grid cells. In this case, lets add serial numbers to the machines.
Date fields will accept dates that follow any standard format. You can also click and drag the small box to auto-fill additional columns.
The accounting department will love this page because fees are much easier to handle. Add a fee with the correct amount. Then choose to either capitalize the fee to the machines or book the fee to an account. In this case, we will select Capitalize to Machines. Then click Allocate to choose the allocation method.
In the example below, we would like to evenly distribute the $750 freight charge. To accomplish this, select Equal Distribution from the drop-down, and pick all three machines. Each machine will receive a $250 capitalized expense.
The other fee strategies that are available are Cost-Relative and Manual.
To save the voucher so that you can edit it later, click the Green Save Button. To que the voucher up to go to QuickBooks, click the Complete Voucher button.
If you find a mistake, you can always reverse the voucher by clicking Actions then Reverse.
If you would like to participate in the beta release of this new feature please submit a support ticket. We are putting together a migration schedule for companies using the old system. Once out of beta, we will reach out to schedule your migration.
You may have noticed our new login page. This change was for more than just a new look. We now support Multi Factor Authentication(MFA) to help meet cyber insurance requirements. If you would like to enable MFA, please submit a support ticket.
If MFA is turned on, you will need to receive a login code. You can receive this code over email. SMS will be available in the coming weeks.
We will send you the code to input on the next page.
You can see if a job was rejected or accepted on the work order PDF.
If you click on a phone number, the conversations tab will show you the ongoing conversation with the customer.
When you click on a lead it will open in a new tab. We found this makes it much easier to navigate the page.
If the pricing changes for an item that is already on a sales order, we will display the gold icon below. Click the icon if you wish to update the pricing information to what is currently set on the item. This will update both list and cost.
If you have multiple lines that need to be updated, click the icon in the button bar at the top.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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.
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.
We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.
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.
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.
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!
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.
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.
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.
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.
November 17th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
Click the Info Tab to see a list of people that are clocked into a work order.
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.
When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.
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.
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.
If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.
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.
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.
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.
You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.
You can now see the last time a customer was surveyed on the customer's dashboard.
We have updated vendor searching from the search bar. It should be faster and show better results than before!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
By request, we have been moving users over to the new work order system. Thank you for all the great feedback! Please submit a ticket if you would like to start using the new system.
After creating a work order for a John Deere or Hitachi machine, we will look for open PIPs. If any are found, they will be listed just below the Add Job button in the new Recommended section of the work order.
Once you select a recommended job, we will pull information directly from John Deere like the PIP title, type, and even the items needed for PIP. If you choose to create the job, we will also create the internal parts order with the required parts for the job.
In order to save you time on creating templates for common jobs, you can now create a job template directly from a job you have on a work order.
In our new work order, we have moved away from work requested and work done on jobs to a complaint, cause, and correction structure. This gives the opportunity to input the customer's complaint, then the technician's analysis of what caused the problem. The correction field will be used to communicate the work done. Only complaint and correction are required.
Description labels appear when a button is disabled to give insight as to why the button is disabled.
Banners are back! After getting a new look, banners are being reintroduced to update you on important information.
We will soon be adding more customers to the new rental system. Here are some of the new features that will be available!
We now support renting out items. To make an item rentable, you will need to edit the item and check the Item Can Be Rented box.
While you are there, you can add rent schedules to cover all of your pricing structures.
A rental kit consists of one machine and a group of items that must be rented together. An example of this is renting a serialized air compressor with a hose and pressure regulator. The air compressor is the serialized machine, while the air hose and pressure regulator are optional items. When adding the machine to the rental, you can choose the amount of each item you will rent with the machine. These items will then be pulled from inventory when checked out, then added back to inventory when checked in.
We now support customized email templates on each survey template that you send out. If you are interested in adjusting your email template or learning more about our survey system, please reach out to consulting@flyntlok.com!
If you are a multi-store company, you can now configure your surveys to only send when the sale is closed at a certain store.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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.
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.
Don't receive this report? Reach out to consulting@flyntlok.com to get it set up.
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.
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.
When inspecting parts on ERP vouchers the below error would occur. This has been fixed on all vouchers created after 6/30/2021.
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!
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.
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.
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.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
You now have the ability to transfer an item directly from a sales order! Previously, this could only be done from the item dashboard. After adding an item to the sales order that needs to be transferred to your location, you will see a truck icon next to the QOH of the item.
Clicking this will bring up the transfer information box. In this form, fill out how much, from where, your comments, your preferred shipping method (for the transfer) and whether or not this should be drop-shipped to the customer. This will initiate queue up a request to transfer the item to your location.
Tip: "Quick Transfer"
The quick transfer button will move your inventory instantly from one location to the next. This means upon clicking this button the QOH is immediately removed from the source location and moved to the destination location (your invoice location). This by-passes all the current transfer workflows in place, but will still create a record of the transfer.
Flyntlok will now keep your customer data from QuickBooks Online up to date in real time with Flyntlok. This ensures that things like the customers balance due stay in sync between the two systems with less clicks, and less human intervention.
!!! Tip "Loading QuickBooks Customer Data"
You can still sync the two systems by heading to the Wrench -> Accounting -> QuickBooks online and clicking the `Load Customers` button, but with this update, you really shouldn't have to do that ever again!
!!! danger ""
This is a beta feature. We will be monitoring its status over the next few weeks. We will be expanding on it during this time frame as well to incorporate all of the data between the two systems. Less clicks!
When an Equipment Condition Report is attached and completed on a work order, we will now generate a segmented work order for the needed repairs.
1. After adding an ECR in the Associated Forms section, selecting it will allow you to edit the form.
2. Selecting **No, requires fix** will prompt the system to generate a work order for the repairs.
3. When all appropriate fields are filled out on the ECR, next to the form number, you will click the *Save* button and then the *Go to Work Order* button.
4. The auto generated work order will be created after the machine is checked out from the work order.
5. On the new work order, for everything that was marked as needing a fix, there will be a job for that repair.
!!! danger ""
None of the jobs that are auto generated will have a labor type set. Be sure to set this before clocking into the job.
!!! tip "Rental Check Ins"
A reminder that Flyntlok can auto generate work orders when a rental unit is checked in. The work order will already have an ECR form attached. This allows for rental units to be checked in, have their condition reviewed, and then a work order generated for any repairs needed. We can also create new condition options on the ECR that will create a work order for the customer of the rental if you choose to bill them for repairs. Please reach out to Flyntlok to get this configured!
We have removed alternate payment options when a customer type is internal. You can only use the Flyntlok generated payment in this case.
We have added an internal cost report for work orders. This report will break out your labor cost, parts cost, and labor entries by job.
With this data, we can also show you your profit, margin, estimated hours, and actual hours per job.
If the work order is not in an Invoiced Status, you will go to the Actions drop-down and select Print Internal to access the report.
If the work order is in Invoiced status, there will be a red Internal button next to the Print and Email buttons, where you can access the report.
!!! note ""
This document is currently in beta. Any feedback on layout or data would be greatly appreciated to help utilize this report!
!!! danger ""
The internal document only works for segmented work orders. You cannot view this report on simple work orders.
We now send notifications when a quote is set to expire. You will receive notifications when the quote is 7 days from expiring, 3 days from expiring, and the day of expiration. You will see a green notification that shows in the lower right of your screen.
And you will get a red banner on your dashboard.
When a quote hits the expiration date, we will now mark it as expired with a message indicating that it was rejected due to expiration.
We made a few enhancements to the auto-generating DMS work order feature.
1. When setting the location on the work order, we will first check the default manufacturing location of the item, then the default manufacturing location set in the Flyntlok Settings page, and if neither of those are set we will set the location based on the sales order location.
2. The end date of the work order will now reflect the date that is set in the *Due Date* field on the sales order.
3. The description of the item on the sales order will be copied into the work requested section of the work order. This allows for that description to be set per sales order for custom work requests.
4. The origin of the work order will be noted.
5. The public message on the sales order is set as a note on the work order.
6. The customer PO on the sales order is noted on the work order as well.
On the work order PDF, we will now show the tag number and work station that have been assigned. We also removed the date that is associated with the hours and miles on the machine.
From a variance report for a physical inventory sprint, you can create a journal entry for those item variances. When you are on a variance report, you will see a button in the upper right that will create the journal entry.
This journal entry will contain a debit and credit for every item that had a variance. An increase will result in a debit to the asset account for that item, while a decrease will result in a credit to the asset account of the item.
We will automatically assign the correct asset and expense accounts. We will first look for the part's asset account, and if that isn't set, we will use the vendor's asset account for that item. For the expense account, we allow you to select an expense account to be used in the Flyntlok Details admin editor.
!!! note ""
Go to the wrench in the upper right -> Flyntlok -> Flyntlok Details. You can find the Inventory Variance Expense Account field towards the bottom of the accounting section.
If that default expense account is not set, we will first look for the parts expense account, and if that is not, set we will use the vendor's expense account of that part.
!!! warning ""
We do not restrict the creation of multiple journal entries for one sprint.
Flyntlok now supports adding an account payment type with any other type of payment! To use this feature you will need to add an Item Reference to your payment types that is different from the account payment type item reference. This item reference is a QuickBooks item that will be used to create the invoice in QuickBooks with the payment line.
You can edit your payment types by going to the admin editors, hovering over Point of Sale, and selecting Invoice Payment Types.
We have added a field to your labor types that indicates if a labor type is active. This allows you to keep old labor types at their rates and cost so that they can still be accurately reported on. When doing a labor rate or cost change, you will need to create a duplicate of the labor type, adjust the cost and rate of that new labor line, then mark the old one as inactive. We will then remove that inactive labor type from being shown when selecting a labor type to clock into.
You can now review order confirmation and shipment information directly in Flyntlok. This data was previously only available on the Volvo Parts Online Portal. By line, you can review where the part is coming from, and get information such as the carrier and tracking number. This data is updated real-time from Volvo.
We now exclude quote status internal parts orders from showing on work order PDFs. Internal parts orders must at least be in draft status for them to be seen on the PDF.
When you go to edit a work order, you can now add, change, or remove tags and work stations.
Our quote system has been revamped to allow tracking of quote conversions and their reasoning. Through this we will be able to report on how many of your quotes are accepted vs rejected and your valuation of open quotes.
When you are on a quote, in the Payment tab you will now see three new options:
- Modify Quote: This will allow you to turn the quote back into a draft sales order and make changes.
- Reject: If a customer rejects the quote, clicking *Reject* will mark the current date as the date of rejection, and we will give you the option to categorize and explain the reason for the rejection.
- Accept: When the customer accepts the quote, selecting *Accept* will mark the current date as the date of acceptance and you will have the option to attribute that sale to a category.
!!! warning ""
When you turn a sales order into a quote, you can set the date of expiration. When this date is reached, we will mark the quote as expired.
!!! warning ""
When a quote is accepted, you will not be able to turn it back into a quote.
!!! warning ""
When a quote is rejected, it cannot be reopened.
We have created a few dashboard grids that report on the quote conversion statistics. These dashboards WILL NOT have legacy data. They will only contain quote data that is created from today and on.
!!! info ""
If you have current pending quotes, turn them into a draft sales order, then turn them back into a quote to start the conversion tracking.
We will have more reports in the future, and are open to any requests of reports that would be valuable to you or your company! The current options are:
- My Quote Stats YTD: Your quotes' valuations, broken out by month and quote status.
- My Quotes Expiring: Your quotes that are expiring within a week.
- My Quote Conversion: Your quotes' acceptance and rejected amounts.
- Company Quote Conversion: Quote acceptance and rejection by store location.
- Quotes by Sales Person: Quote counts by salesperson. (Note: This will only show users who are set to be Sales for their user type. This is set in the Users admin editor.)
!!! warning ""
You will need to talk to your management team to help get your dashboard configured if you are interested in the reports.
!!! Note ""
All the dashboard grids are YTD(Year To Date) information except for My Quotes Expiring.
When you charge a CC fee, we now link that fee to the CC charge that it is associated with. If the CC charge z-out is approved, the fee will move with that charge to approved, likewise, when it is disapproved, the fee will be marked as disapproved. This allows for you to remove CC fees from being queued up to post to QuickBooks until you approve the CC charge.
Happy Veterans Day
From all of us at Flyntlok, to all the veterans out there… we salute you! Thank you for your service and sacrifice!
We are in the process of creating a new way to track quote conversions and save old versions of quotes within Flyntlok. This will include the ability to accept, reject, and modify quotes. When modifying a quote, we will take a snapshot of that quote before it is modified so that you can see what changed and potentially what made the deal! This week we are releasing a few smaller features of the new quote system to start tracking quote success and rejection rates. You can read more about this week's quote features below.
We've revamped our quoting system to now track when a sales order is converted to a quote, and when that quote is accepted or rejected. When a quote is rejected, we give the salesman the opportunity to explain why the quote was rejected. Rejected quotes will show on your wins/losses report as a loss.
!!! info ""
The wins/loss report should be located under the Company tab on your left-hand nav. If you have difficulties finding or adding that menu, please reach out to Flyntlok!
- Category: This will help to categorize the reasons for a quote rejection.
- Lost To: You can name who the customer went with if there was competing sale.
- Reason: Here the salesman can add more relevant information as to why the customer rejected the quote.
When a quote is converted to a sales order, we mark that date as the successful quote conversion date.
You now have the ability to take overpaid amounts on sales orders and apply that amount to the customer's deposit. Instead of issuing a return transaction for the excess amount, you can select the Customer Credit payment option on the sales order to put that amount into the customer's deposit. As with regular deposit transactions, that amount will not show on the customer's dashboard until that payment line is approved and posted by your accounting department.
!!! warning ""
This will only work for customers that do not have an account.
After marking a physical inventory plan as complete, you now have the ability to reverse that plan to make any necessary changes.
We have added more to the transaction lockdown feature when doing an inventory count. Previously, you could only prevent the *order* button from being clicked on the sales order. Now, you can also prevent parts from being received/returned on POs, inter-store transfers from being executed, and ERP work orders from being graded. If the lockdown is active, and there is an active plan being executed, the system will only lockdown for the location with the active plan. This allows for the rest of your company to continue working.
We recommend the lockdown to prevent transactions from happening while you are counting parts. If you don't lockdown, and transactions are created, it has the potential to negatively affect your reported QOH.
!!! info ""
To activate the lockdown, head to the admin editors->Flyntlok->Flyntlok Details. At the bottom of the accounting, section will be a check box called Lock Inventory During Counts.
The new Labor History report will give you a breakdown of your DMS work order clocked time vs billable time for the month. We give a summary at the top of the report that shows the hours by location with rates and costs of those hours.
You can schedule this report by going to the Report Scheduler within the Flyntlok admin editor.
We have added a new item type field that, when assigned to an item, will create a simple DMS work order to create the item. This can be used for selling predefined services like flat-rate service work, or for custom work with a set quoted price.
!!! tip "To utilize this feature, follow these quick and easy steps"
1. We have pre-generated a new item type for you called "Work Order Generator". (You can modify this on the item types editor)
2. Create a new item in Flyntlok. While filling out this form, ensure you set the item type to "Work Order Generator".
3. You will need to set the proper income, asset, and expense accounts on this item for recording purposes, but it is not required to test out the feature.
4. After creation of the item, create a new sales order and sell this item.
5. Once you have clicked order on the sale, a new DMS Work Order will have been auto-generated for you.
Upon closing this work order, we will update the cost of the item on the sale to be the sum of the parts costs on the work order. We will also update the MSRP of the item on the sale to the sum of the list price of the parts used on the work order. This is to give you an idea of how close you were to your set price for this work.
We have amped up the reporting of costs on MRP work orders. You will see more fields that report on costs within the details tab of work orders. Many of the new labor cost calculations will depend on the labor time and labor type being set on a per-item basis. (The labor time was released last week, check out the information below!)
??? info "MRP Labor Averages"
If you are an MRP customer, when editing an item, you will now see averages under the Labor Time input. These averages will show actual and billable times of the 10 most recent closed work orders for that item.
Just above the Labor Time field is the Labor Type field. This field will allow you to select one of your current labor types as a default for this item. The cost of the labor type selected and the labor time that is input will be used to find estimated labor times and cost or sub labor times and costs on work orders.
Here is an explanation of all the cost fields and how they are calculated:
- Expected Parts Cost: This will be the current cost of the item being built multiplied by the quantity being built.
- Actual Parts Cost: This is the cost of all the items on the BOM being multiplied by their needed quantity and summed together.
!!! warning ""
Your expected part cost should equal the actual parts cost. This will help to accurately reflect the cost of that item.
- Expected Labor Cost: We calculate this by taking what is set in the *Item Labor* field for the item being built, multiply it by the quantity being built, and then multiply it by the cost of the labor type that is set for that item.
- Actual Labor Cost: This will be the billable time that is set on the work order, multiplied by the labor types' cost that is used to record the billable time.
- Sublabor Cost: Using the labor time and labor type that are set for all item's on the BOM, we multiply the quantity needed of the item by the set labor time, and then multiply that result by the cost of the labor type.
- Misc.Cost: A miscellaneous cost can be set by item. This cost will include anything that is not a labor cost or subpart cost when building or purchasing the item. This will field will take the miscellaneous cost of the item being built and multiply it by the quantity being built.
- Subparts Misc. Costs: This will take all item's on the BOM, multiply the needed quantity to build by the amount set for Misc. cost of that item, and sum this result from all the items.
- Total Costs: This will sum subparts, sub labor, labor, and all miscellaneous costs to show how much this or these items cost to build.
- Expected Labor Time: This will be the time that is set in the *Labor Time* field of the item, multiplied by the quantity being built.
- Actual Labor Time: This will be the time that is clocked in on the work order.
- Sublabor Time: This will be the labor time that is set on each item of the BOM, multiplied by the quantity of that item needed to build.
Along with the new reporting, you can now update the cost and labor time of an item when the final grade is submitted.
When the final grader goes to sign off on the work order, they will get two comparisons.
- Unit Cost: will show what is currently set as the cost (Expected) vs what the subparts cost is per item (Actual).
- Unit Labor: will show what is currently set in the item labor field for the item (Expected) vs how much time was clocked on the work order per item (Actual).
Below both comparisons are checkboxes that default to not checked. Checking these will update their respective field for the item being built. If the work order is linked to a sales order, we will go out and update the cost of that item on the sales order.
We have added notifications when submitting electronic POs. We find this necessary on a few of the integrations we currently have as they do not provide an immediate response to the PO. Starting with our Volvo integration, when you submit a PO, you can expect a notification to come via the lower right pop-up and blue banners on your dashboard. You no longer should have to wait on the PO and constantly refresh the page hoping for a response from the vendor.
Just a reminder that we are still in the process of migrating over Flyntlok customers to the new Gravity portal. A Flyntlok consultant will reach out to you when we are ready to migrate your company onto the new keyed-in transactions system. If you have any questions, please reach out to Flyntlok if you have any questions!
We have released a new feature that allows you to create, edit, view, and schedule work orders on a calendar page at the week- and month-level. You can also filter by five separate criteria to find the exact set of work orders you're looking for.
Dragging and dropping is enabled, allowing work orders be moved around freely. This makes scheduling much quicker and more efficient.
To get to the work order scheduler, go to the *Service Overview* tab and select *Work Order Scheduler*.
!!! note ""
Please check out document to learn more about this feature!
[***Work Order Scheduler***]
!!! attention ""
This feature is being released in beta. Please let us know any issues you run into. Feedback is always welcome!
We have added the ability to lockout all sales order from moving out of draft status when your company is performing an inventory count. This will prevent the *Order* button from being clicked. If you would like this enabled when performing your count, please reach out to Flyntlok!
You now have the ability to make a PDF version of your variance reports for inventory counts. When you are on a variance reports page, click the pdf icon in the upper right!
We've added the ability to print PDFs of inventory plans. This allows you to print the plan, take the count, and log the adjustments later if you are not able to take the inventory count on a mobile device. You can find the link to print the PDF on the *Physical Inventory Sprints and Plans* report, next to the plan's name.
We now allow you to duplicate journal entries.
Copying a journal entry will retain all data except for the journal date, journal number, and any attachments.
If you are an MRP customer, when editing an item, you will now see averages under the Labor Time input. These averages will show actual and billable times of the 10 most recent closed work orders for that item.
!!! attention ""
In the near future, we will use this field to estimate your sub-labor costs per work order.
Now, when you add a comment to a pending action, that comment will be added for all associated actions as well.
We have added a new feature that will make doing your monthly, quarterly, or yearly inventory counts a breeze! This feature gives you the ability to create what we call an inventory sprint. Within a sprint, you can:
- Create plans that can have specific bins or ranges of bins assigned to them.
- Assign an employee to execute a plan.
- Set a date that the plan is due by.
Along with this, we have created reports that will show you how much inventory has been adjusted and how your inventory valuations have changed.
!!! note "None of the adjustments will affect inventory until all the plans have been marked complete and the sprint is marked complete"
We prioritized making this feature mobile friendly to give employees the opportunity to carry a smart phone or tablet through the warehouse and execute the counts.
!!! danger ""
We have a guide on creating, executing, and closing out these inventory sprints.
Flyntlok has been working in the background with Gravity Payments (previously referred to as Charge It Pro) to upgrade keyed-in credit card transactions to the newest and most secure platform provided. If you are currently utilizing Gravity as your payment processor, a Flyntlok consultant will be reaching out to you within the next two months when you are slated to upgrade.
!!! primary ""
Now when using the S? search action, you can search for split sales orders.
From the vendor dashboard, you can now access a date range report for the vendor's part order sourcing. This will show you the selling price of items from this vendor that are sold over the counter and on a work order between the dates that you input.
We have revamped the old labels and added new ones! All of these labels now contain QR codes. When you scan the QR code with a smartphone camera, you will get a notification that will take you to the entity that the label was printed for. There are five different locations that these labels can be found:
1. On the item dashboard, under the actions drop-down, there is a Print Label option. This label will contain the item number, bin location, vendor, and list price, along with a QR code that takes you to the item's dashboard.
2. On the item purchase order, the far-right column has a printer icon that, when clicked, will generate a label. This label will contain the PO number, item number, quantity received, and if the item is a special order, you will see the sales order number and customer. The QR code on this label will take you to the purchase order when scanned.
3. From a sales order, there is a new barcode icon in the upper right that will generate a sales order label. This label will contain the sales order number, customer PO, ready date of the sales order or the date that the label was printed, customer of the sales order, and the selected contact information or the contact information for the customer. The QR code here will take you to the sales order.
4. From a DMS work order, in the Actions dropdown, the bottom option of the *Informational* section is Print Label. This will print a label for the work order that will have the work order number, machine, customer, and contact info for the customer. This QR code will take you to the work order.
5. From an ERP work order, in the Actions dropdown, the second to last option is Print Label. This will print a label for the work order that will have the work order number, item, department, priority, due date, quantity, and reference if it is linked to a sales order. This QR code will take you to the work order.
When you print a purchase order, if there is an account number associated with that vendor, it will show in the Vendor box of the purchase order pdf.
On the strategic sourcing report, we have updated it to follow our rules of only being able to set metric override or metric override date when the other is also being set or is already set. We have also added the ability to update the metric override type on this report!
??? info "What is the strategic sourcing report?"
Strategic Sourcing is used as a quick view for vendor stock orders. At the top of the page, you can select a location and vendor that you want to pull the stock order report for. This makes it easier for viewing multiple different vendors' suggested stock orders instead of creating draft stock orders for each vendor. We also allow you to update an item's reorder point, metric override, metric override date, and metric override type from the report. Strategic Sourcing will be located under the purchasing tab on your left nav. If you don't see the report there, please reach out to Flyntlok to get it added!
On the vendor dashboard, we have added a link to a report that lets you view all items that were received for the vendor between a specified date range. The link is located at the top of the Most Recent Purchase Orders box, next to the View All option.
We have added a hotlink for purchase orders on manufacturing work orders. This link will take you directly to the Flyntlok purchase order that is input.
On vendor purchase order drafts, we have added sold 180 and sold 180i columns.
!!! warning ""
- Sold 180: This will be the quantity of the item sold in the last 180 days.
- Sold 180i: This will be the total number of sales documents that the item was sold on in the last 180 days.
When a warranty type customer is set as the customer on a sales order, the machine search field will now search through all machines associated with your company.
When a standard or tax-exempt customer is set as the customer on a sales order, the machine searcher will now search through machines owned by the customer and machines that are part of the company's machine inventory.
When editing a vendor, you can now search for revenue, asset, and expense accounts by account number and view the number of each account.
Weekly Sales Report
We have revamped the weekly sales report that is sent out on Saturdays. This report recaps the past week for your salespeople and provides them with data on their weekly sales, top 10 customers, machine sales for the week, reservations, work orders, and more! If you're interested in seeing the report and getting it sent to your salespeople, please contact Flyntlok.
Escalated Issue Emailing
We recognize that sometimes its tough for the help desk to communicate to users that don't spend a lot of time in the application (looking at you Management & Accountants). Email notifications will now be sent out to users when an issue gets assined to them and the status gets updated to Escalated, OnHold, AccountingHold, or ManagementHold.
New Tag Field
You can now add a tag number when creating a work order Please submit an issue if you need this added to any reports!
We are working on adding this to the work order editor still
Effective Labor Rate and Cost
We have enhanced the Service Dashboard (Management -> Service) by adding some metrics around your labor rates. You can view your utilization, effective billable cost, and effective billable rate.
What is the effective rate?
The effective rate is the (billable hours X rate) / clocked hours.
What is the utilization rate?
The utilization rate is the billable hours / clocked hours.
This data comes from time entries on DMS Work Orders and the work labor types you have configured.
Bulk Data Exports
We have relocated the button for doing bulk exports. It is now next to all the other buttons on reports. Previously, there was a button that said download dump.
What is the difference between bulk exports and regular exports?
Regular exports will only export the data you have on your screen. When you see a bulk export, it is often the full data set for whatever entity you are looking at. For example, if you head to the customers (all) report, you will see the button to do a bulk export. This will include the entire dataset Flyntlok houses for customers.
Vendor Volumes
We have added a View More option to the Volume section on the vendor dashboard. This report can be used to look at a specific vendor's volume between a set date range.
Reports
Most reports in Flyntlok have been adjusted to fit data to the screen better and prevent unreadable crammed columns. Some things you may notice:
Work Order Scheduler
We have created a highly requested feature to schedule work orders. Soon, you will be able to view your work orders on a calendar where you can plan, filter, and edit them! Stay tuned for the release date!
PO Location Changing
We have created a widget that allows you to change the location of an item purchase order. If you have access to the admin editors, you will go to the Flyntlok option, and then select the widgets tab. The bottom left widget will be the location changer. You will need to put the number of the PO that you want to change and the location that you want to change it to.
The PO must by in New or Ordered status to change locations.
Sales Order Signatures
When a customer provides a signature for a sales order, we now show the ledgible version of their name and the date that it was signed next to their signature on the sales order.
Work Order Banner
When a work order is invoiced, you will see a new layout for the banner that appears on the work order.
Machine List
At the bottom of the model information page, we will show a list of every machine that has been linked to the model. If the machine is sold, we will show the owner of that machine as well.
User Management
We now allow you to enable users that were previously disabled. This can be helpful if you have an employee return to your business.
Timecard Importing
We now let you import timesheets for employees that no longer work at your business.
Stock Take
We are putting together a fresh, new way to do a stock take (a.k.a. physical inventory count). Be on the lookout for this new feature in the coming weeks!
Voiding Machine Purchase Order Lines
You can now void a machine on a purchase order line. This lets the purchase order continue down its lifecycle without requiring any other input about that machine. You must provide reasoning for the void. The reason provided is added to the audit log of the machine purchase order.
This does not delete the machine from the system. That must be done manually by you.
Tip
You can still receive that machine, but you will no longer be able to use the quick editor. To edit the machine information, you must navigate to the machine dashboard and click Simple Actions -> Edit
Special Order Link Warning
When a special order item is deleted from a sales order, we now show a warning on the purchase order that the part has been unlinked from its associated sales order. To fulfill these parts, the sales order will need to be reversed so the item can be pulled from QOH.
Faster Item PO Posting
You may have noticed this week that posting item purchase orders is faster. We made a few optimizations earlier in the week, but will soon be releasing changes that will greatly increase the speed that item POs are posted. Be on the lookout!
MRP Work Order Quantity Change
When the quantity to build is changed on a work order, we will now reflect the updated quantity in the Ordered column on the item's dashboard.
MRP Work Order Transactions
We have resolved an issue with item transactions being created for all the items on the BOM of a work order that was edited. Now, when a work order is edited, we will only run transactions for the part being built, not for all items on the BOM.
Inventory Valuation Report
We were previously calculating the units for cost incorrectly. Cost is now calculated based on the units that the item is purchased in. Also, we fixed an issue of certain item's accounts not showing up on the report.
Volvo Purchase Orders
If a Volvo purchase order is rejected from Volvo, you will now receive a 'Revision Required' message. This message includes the error displayed on the purchase order page, either below the order status for document wide errors or in the comments field for errors about particular items.
We will also update the status of the purchase order to 'New', so you can re-submit.
Vendor Dashboard
We added a total row to all of the vendor widgets!
We also added a 'View More' tab to view more work orders for that vendor.
Consignment Locations
You can now search items when auditing a consignment location. This should speed up your audit process!
You can search using qty, bin, vendor, item no, description and whether or not the item has been audited.
Stock Orders
When creating a stock order from a vendor's dashboard and selecting the "Filter list down to items with an inventory history" option, we will show you items that have a metric override set even if they do not have inventory history.
Reservations
You now have the option to reserve a machine for one day using the preset 'Day' button!
DMS Work Order
We used to make a note and a log every time a work order or work order job was edited which was causing some redundant notes on the work order report. Now, we only create a log when a work order or work order job is edited.
E-mail as Username
E-mail addresses can now be used as usernames for Flyntlok accounts. Current users can log in with their e-mail address or their username; however, new Flyntlok accounts created must use their e-mail address as their username.
Please reach out to Flyntlok if you are creating an account for a user who does not have an e-mail address, we can handle these on a case-by-case basis.
Vendor Labor Rates
Labor rates can be set on a per vendor level. To set a labor rate for a vendor, go to the vendor edit page and scroll down to the 'Default Labor Type' field.
When a technician clocks-in to a work order linked to a machine, the machine's vendor labor rate will be used even if the technician has a labor type assigned to their account. Remember, the labor type can be edited when clocking-in to the work order.
Inventory Reconciliation Report
The inventory reconciliation report will now be sent out at month-end.
This report can be scheduled using the Report Scheduler.
Proposal Worksheet PDF
We fixed the naming convention of the proposal worksheet.
The file name will be much cleaner when saving and e-mailing.
We also fixed the issue with HTML leaking onto the worksheet.
Sales Order Searching
You can now find sales orders via the shipping tracking number using "S? tracking number".
The tracking number must be exact!
Volvo Electronic Purchase Orders
How do I submit a part purchase order to Volvo?
Please allow 1-2 minutes for this order to be received by Volvo. After the 7 minutes, please log in to your Volvo account to review your purchase order.
You can now submit part purchase orders to Volvo!
ERP Work Order Report
We fixed an issue that prevented your company's logo and address from being displayed on the ERP work order report.
HTML
We are still finding HTML in a few places around Flyntlok. We can fix these issues rather quickly, so please let us know if you notice anything.
Please submit an issue report if you notice any HTML throughout Flyntlok.
Inventory Reconciliation Report
We are updating the inventory reconciliation report. More information on the updates will be released in the coming weeks!
Security Upgrades
Once again, we are continuously improving Flyntlok's security system to meet industry standards. These updates will impact every page in Flyntlok, so please let us know if you notice anything odd.
This is the last security iteration.
Security Upgrades
We are continuously improving Flyntlok's security system to meet industry standards. These updates will impact every page in Flyntlok, so please let us know if you notice anything odd.
Please submit an issue report if you notice any HTML throughout Flyntlok.
Invoice E-mails
This only impacts invoices with an account payment.
Invoice ID Issue
We apologize for the issue some of you experienced this morning regarding the invoices that began with '999'. Thank you for your patience while we fixed the issue!
Internal Asset Report
We fixed the issues with the "sold by" section and the warranty date section on the internal asset report found on the machine dashboard.
Packing Slip
We fixed the issue with the pack slip footer being being illegible.
File Attachments
You can now attach files to issue reports!
Screenshots and images can help consultants troubleshoot issues!
You can also attach files to issue reports from the issue dashboard!
Microsoft Edge
You can now use Microsoft Edge as a web browser when using Flyntlok.
ERP Work Orders
We updated the layout of the new erp work order creation form.
Multi-file Uploads
You now have the option to upload multiple files at a once from a DMS work order dashboard.
Bin Locations
Item receive vouchers retain the item's bin location at the time the item is received. This means that you can reference past receive vouchers to see what their bin location was at the time the item was received even if the item's bin location has changed.
Scrapping Parts
You have the option to add comments when scrapping parts.
These comments will be visible on various reports throughout Flyntlok, including the "Review Transactions" report.
Stock Orders
Stock orders now include the item's metric override types (min, max, exact).
Salvage Percent
We fixed an issue that prevented the machine's salvage percent field from saving.
Date Manufactured
We no longer pre-fill the machine's date manufactured field with the machine purchase order's creation date.
Attached Machines
If you change the location or responsibility of a parent machine, the location and responsibility of the attached machines change as well.
Password Policy
We've made a number of upgrades to Flyntlok's password policy:
We upgraded our password policy to align with industry standards; furthermore, stricter password requirements protect your dealership's data from unauthorized access.
Password Reset Process:
Please check your Spam folder if you don't receive the e-mail within 30 seconds
Please follow the new password policy explained above
Security Upgrades
We've made substantial security upgrades to the file upload system in Flyntlok.
Sidebar Menu Editor
You now have the option to copy sidebar menu templates. You can also assign sidebar menu templates to users.
To access this page: 'Wrench Icon'->'Flyntlok'->'Navigation'
PDF reports
We updated the part purchase order pdf report to display a cleaner look. We also support displaying terms and conditions on a separate page!
We updated the Internal Asset Report (BETA), which can be accessed by clicking the green 'Management' link on the machine dashboard.
Epiroc Part PO
We fixed an issue that prevented part purchase orders from being sent to Epiroc.
Searching
You can now find sales orders via the shipping tracking number using "S? tracking number".
The tracking number must be exact!
Metric Override
You can now set the metric override to Exact, Min, or Max from the item dashboard.
Item Purchase Orders
If you increase the quantity to an item that is being special ordered, the increased quantity will now be included on the "Stock on Order" column when creating a stock order.
This happens when the package quantity is more than what the customer ordered as well as when you receive more of an item than was ordered.
This update will impact all changes to purchase orders going forward!
Pending Actions
Flyntlok now supports adding comments to pending actions.
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
Be on a lookout for our new password policy that will be released within the next few weeks!
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".
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.
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.
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.
Application Status
We will now send out the following notifications when Flyntlok is under maintenance.
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. Once you get to the Admin Editors FAQ, scroll down to the 'Flyntlok' drop-down to find a step-by-step tutorial.
Be on a lookout for future enhancements to dashboards.
Item Return Information
You can now see return information directly on the item dashboard.
Shop/Environmental Fees
We updated the performance of the Shop and Environmental Fee calculator.
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.
Machine Income Statement
We fixed an issue with data on the machine income statement.
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'.
Now, click the green plus button and choose the report you want to schedule.
Next, choose when you want to send the 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.
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
You can see a list of reports being sent under "Schedule Report", you can also click the calendar icon to see a calendar view.
Dashboards
We are continually upgrading the performance of dashboards. You should notice increased load speeds across all dashboards.
Be on a lookout for future enhancements to dashboards.
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.
Next, select the Order Type, Requested Ship Date, Requested Delivery Date, and Shipping Level. Click Submit.
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.
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.
Invoice
We solved a rounding issue that was preventing sales orders from being moved into "Delivered" status.
DMS Work Orders
The attachment filenames can be edited on the work order dashboard.
Item Dashboard
The actions drop-down list is now in alphabetical order.
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.
Invoice
The location on the bottom of the invoice will update when the invoices's location is changed.
When an account payment is used, the PDF will show "Order Confirmation" until the invoice is pushed to "Delivered" status.
Sparks
The customer's "Requires PO" setting is now recognized in 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.
Accounting Accountants and CEOs
Posting $0.00 invoices will no longer fail.
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!
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
.XLS, .XLSX, .CSV, .TSV files are all accepted
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".
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.
"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.
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.
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.
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
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.
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.
Loading Customer Balances
Accountants and CEOs
Loading customer balances no longer overrides the customer's accounting contact, e-mail, and auto-send preferences.
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.
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!
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.
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.
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!
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.
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":
From the MRP Work Order click the '-' icon, which will only be visible when the user is clocked into the work order:
Here you can select the location, quantity being scrapped, and reason for scrapping.
The Scrap will show up on the "Recent Orders Containing This Item" section.
Menu Badges
Badges have been added to the new left-hand menu.
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.
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.
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.
JD Warranty & PIPS
Flyntlok machine dashboards now load warranty information immediately as long as your login credentials are correct!
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!
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.
Pinned Favorites
If you find yourself clicking the same menu item, pin it to the top of the menu for ease of use.
Tip
Navigate back to the original place of the pinned tab and uncheck the blue pin icon to un-pin menu items.
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!
Rental Dashboard
We've added color to the machine searcher to allow you to easily see the status of the machines.
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.
No updates this week, be sure to check in next Wednesday to see what new features are released!
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.
Pinned Favorites
If you find yourself clicking the same menu item, pin it to the top of the menu for ease of use.
Tip
Navigate back to the original place of the pinned tab and uncheck the blue pin icon to un-pin menu items.
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!
Tip
Click the 'Use Old Sidebar' button to use the old sidebar.
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.
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
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.
Next, enter the following information and click 'Submit'.
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.
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!
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)
