Opportunity
Dealers needed a consistent way to handle serialized items, from receiving through invoicing, without losing serial number tracking. Previously, serialized items in Flyntlok could only have their serial numbers entered at the point of sale. This meant that dealers had to manage serials outside the system when receiving or transferring items. As a result, internal tracking was cumbersome, warranty cores were difficult to manage, and there was no reliable way to know which serial numbers were available to sell.
Solution
We’ve overhauled serialized item handling and implemented a generalized workflow that provides clean serial capture during receiving and sales. The new process works like this:
This means serials are now tracked from the moment they enter your business until the moment they leave it.
Configuration
To start using serialized items, you will first need to create or configure an Item Type for serialized items.
Receiving
When receiving a serialized item on a voucher, Flyntlok now prompts you to enter the serial numbers during receive. This ensures inventory has accurate, traceable serials right away.
If a receive is undone, any serial numbers created in that process are also automatically removed, keeping inventory clean.
Sales
On Sales Orders, serialized items can now be fulfilled by picking from the available serial numbers in stock. For faster workflows, a Scan Mode option has been integrated into workflow so counter staff can scan serials directly at checkout.
Ownership of the serialized unit updates as soon as the sale is completed.
Management
Serialized items can also be managed directly from the Item Dashboard using the Serialized Units Widget. This provides a quick way to review, add, or manage serials without going through receiving or sales.
Opportunity
When searching Vendors on the Part Purchase Order page, if a search returned no results, the user would be prompted to create a new Vendor. Managers requested more control over their users' ability to create one on this page, to prevent unintentional or unauthorized creation of duplicate Vendors.
Solution
A new permission is available on our Access Control page. Under the "Vendor" section, a permission labeled "Allow Vendor Creation on Purchasing Pages" will toggle the user's ability to create a new Vendor while creating or editing a Part Purchase Order.
Opportunity
Dealers often order the same part from multiple distributors, which leads to duplicate item records and makes inventory tracking and receiving confusing. Users needed a way to receive a purchased part into stock as a different part and to find lines using alternate numbers on POs and vouchers.
Solution
We’ve added a new “Receive As” option on the item edit page. This lets you designate a main part that all other versions should be received as. For example, if you set Part A to “Receive As Part B,” any purchase order for Part A will automatically be received into stock as Part B.
In addition, searching on purchase orders and vouchers has been improved so that if you enter an alternate part number, the system will still pull up the correct line.
To configure, edit a part and look for the "Receive As" field in the Purchasing section of the page:
Opportunity
Salespeople requested the ability to specify individual line items to be drop shipped, instead of the entire Invoice as a whole.
Solution
Added a dropship option on the Pick / Order behavior editor. Clicking the gear icon on the Invoice detail under the quantity column will show these options.
Saving this selection will cause the line to be marked as “Drop Ship”. When the Invoice is processed, a Purchase Order will be generated for the part, which will be shipped to the customer’s address. Other items on the invoice will still be ordered or pulled from stock like normal.
The original drop ship button under the Shipping Methods tab has been renamed to “Drop Ship All To Customer.” Checking it will work as before, and mark all lines on the invoice to be drop shipped.
Opportunity
Managers setting up Work Orders noticed the name of the customer’s address was not displayed when choosing an on-site address for the Work Order. They requested to see the address’ name as it is the primary way they identify their addresses.
Solution
The address’ name is now presented when selecting an on-site address on the Work Order. Furthermore, you’ll also see customer address names when selecting an address for pickup or delivery.
Opportunity
Technicians using the mobile view needed an easier way to return to the main Work Order page from a Job page. The back button often left them stuck on the previous page they had visited instead of the Work Order page, creating confusion during navigation.
Solution
A direct Work Order link has been added at the top of the Job view in mobile, giving technicians a quick and reliable way to return to the main Work Order page.
Opportunity
Sales and Rental Managers wanted to be able to see Reservations marked as open-ended on the Customer Dashboard.
Solution
These reservations are now visible in the “Active Reservations” widget.
Opportunity
Users reported that during peak hours, emailed documents and notifications could be delayed, slowing down communication with staff and customers. Timely delivery of these messages is critical for smooth daily operations.
Solution
We’ve made (and continue to make) behind-the-scenes improvements to our email system to increase speed and reliability. Our aim is to reduce delays during busy times so your staff and customers receive their messages more quickly and consistently.
Complaint: Internal Work Order PDFs were displaying fee prices instead of fee costs, and total costs were being calculated using prices rather than actual costs.
Correction: Updated Internal Work Order PDFs to display fee costs and use them in total cost calculations.
Complaint: Sales Orders containing kits could remain stuck and not move into the Delivered status. This happened when receiving the kit parent, if any sub-items had a quantity of 0, their received quantity was not updated, leaving the order in a broken state.
Correction: Fixed the kit fulfillment logic so that sub-items with a quantity of 0 are properly updated when the kit parent is received.
Complaint: Salespeople reported that in some cases, the PDF receipt of a Sales Order would display the subtotal as one cent off from the actual Sales Order.
Correction: Fixed.
Complaint: Service Managers reported that the billable total in the Job Finances section of the Work Order Dashboard Performance Tab would sometimes be different than the sum of the lines.
Correction: Rejected jobs billed by estimated hours were being included in the total calculation. These have been filtered out.
Complaint: Sales Orders paid using saved credit cards were sometimes having duplicate credit card surcharges applied, causing customers to be charged twice.
Correction: Fixed.
Complaint: Accountants reported that their Sage Intacct credit accounts would sometimes not populate on the generated Machine Deprecation Journal Entry.
Correction: Fixed.
Complaint: When returning a final Work Order Invoice, job lines from the original Work Order invoice were incorrectly carried over and displayed on the return.
Correction: Fixed.
Complaint: Users reported that they were unable to group columns on the Upcoming Maintenance Schedules page.
Correction: Fixed.
Complaint: Managers noted that all users were able to preview a machine's margin calculation while selling a Machine. Toggling the "View Internal Pricing Info" button did not toggle this field.
Correction: Fixed. Additionally, for those with the permission enabled, we have made the toggle button available on the "Sell Machines" pop up so users do not have to close it to reveal margin information.
Complaint: Managers noticed the customer’s name they’re searching for does get used as the name in the “Create New Customer” form on the New Work Order page like it does on a Sales Order.
Correction: The name typed into the Customer Searcher on the New Work Order will now be used to prefill the name in the Create New Customer form, just like on Sales Orders.
September 17th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
