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.
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.
We have added additional information when searching for items that have alternates. You will now see a supersedes section with the QOH displayed.
When taking a credit card payment from the new Gravity payment system, the previously selected terminal will now default into the field.
When creating a new customer, from the Point of Sale, Flyntlok will now accept email addresses in an all-caps format.
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.
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.
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.
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.
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
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
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!
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.
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
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.
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.
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.
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
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.
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 OrdersWe 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.
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
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
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:
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!
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.
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.
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!
In the transactions for an item, we now distinguish regular item transfers from quick item transfers.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
