CRM Hub

Updated Leads System

The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!

 

Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.

Sales

Tracking Number Search- (Ticket# FD-796,  41797)
Opportunity:

Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.

Resolution:

You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.

Track Shipment      Tracking Number

Force Pick-  (Ticket#FD 537, 40715)

Opportunity:

We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok.  Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.

Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.

Solution:

We added a new icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.

Force Order- (Ticket#FD 874, 41813)

Opportunity:

We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.

Note- This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
Solution:

We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.

Purchasing

Allocation of Fees/Credits View- (Ticket#FD-728, 41303)

Opportunity:

You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking . You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.

Solution:

We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.

Customer PO on Purchase Order PDF- (Ticket#FD-873, 41805)

Opportunity:

On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.

Solution:

We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.

Customers

Export Owned Machines-(Ticket#FD-885, 41797)
Opportunity:

On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer.  The issue here is Flyntlok currently does not offer a way to export the list.

Solution:

We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.

Issues Resolved this Sprint

Hide Kit Items on Split SO- (Ticket#FD 872, 41791)

User Issue-

New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.

Resolution-

If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.

How do a make a model unavailable to sell- (Ticket#FD- 808, 41518)

User Issue-

When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.

Resolution-

After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.

Unfulfilling Machines- (Ticket# FD- 890, 41782)

User Issue-

When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.

Resolution-

After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.

Scheduling Work Orders-(Ticket#FD-897 ,41902 )

User Issue-

When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.

Resolution-

Fixed.

Above Cost-(Ticket #FD-888, 41862)

User Issue-

On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.

Resolution-

Fixed.

                     

SMS Files won't work-(Ticket#FD-878, 41867 )

User Issue-

When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.

Resolution-

Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.

Can't find Reserved Machine (ticket#FD 908)

User Issue-

When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.

Resolution-

Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".

Rental Invoice-(Ticket# FD 926, 41992)

User Issue-

When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"

Resolution-

We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.

Last Release Notes

May 31st, 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

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!

 

 

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

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

 

 

New 🆕

Shortage or Damaged PO Scenario

We now support the workflow for when you are shorted parts or are sent damaged parts. The shortage scenario is when a vendor doesn't send the total amount of requested parts but they still bill you for the total amount. They then send you a credit for the parts that weren't sent and require you to reorder the part or wait for a new one to be sent. The damaged scenario is when the vendor sends you a damaged item, which requires you to return that item, then wait to receive a new one, or create an order for a new one.

These two scenarios will need to be set up as PO exceptions. If your company runs into either of these situations, please reach out to Flyntlok, and we can help get you set up.

When you have the exceptions set up, this is what the exception report will look like:

Discount Methods

Flyntlok can now restrict discounts down to the item division, item department, and vendor levels or any combination of these. This allows for specific groups of parts to be discount at a certain rate for a customer.

We also support margin as a discount basis. When this is selected, it will calculate using cost/(1-%) (% = being the percentage of margin for the sale).

To edit or add these discount structures, head to the admin editors in the upper right, then Point of Sale -> Discount Structures.

Next week we will be releasing the editor that allows you to assign multiple different discount structures to a customer!


Enhancements 🙌

Flyntlok Journal Entry

We took another stab at how we are handling journal entries on the back end. This should correct issues where Flyntlok becomes unaware that a transaction has been deleted, and you get stuck in a dead-end.

Jobs on Labor Lines

When billing out a DMS work order, we now group the labor lines by the type of labor used and the job that it was billed on. Along with the technician names, we will show the job name the labor was clocked for.

DMS Work Order PDF

Only the first page will show the header with your company name, logo, and work order information. The information can be found in the footer on all pages.  This helps reduce paper waste and gives more space for the details of the work order. Save the trees!


Issues Resolved 🐛

Quick Transfer Logs

In the transactions for an item, we now distinguish regular item transfers from quick item transfers.

 

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

 

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

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