March 25th, 2020

Upcoming 🔮

*We anticipate these changes to be released in the next 10 days*

John Deere-Hitachi Integration

We are working directly in partnership with John Deere-Hitachi to stay on the cutting edge of their upgrades to the JDPoint, JDQuote, and JDWarranty services. As a result, you may notice some changes on those features in Flyntlok in the coming days, but we will do our best to keep you up to speed so you can continue to take advantage of those features.

More Security

JD’s upgraded system means Flyntlok no longer has to store your John Deere username and password in our system. This results in an overall more secure integration. This will also resolve the issue when an out-of-date JD-Hitachi password in Flyntlok results in your JD-Hitachi account getting disabled.

Warning

You cannot share JD-Hitachi credentials in our system. Every JD-Hitachi username/password pair may only be tied to one Flyntlok user.


Enhancements 💪

Logging

We hit the drawing board on our logging system. We took this opportunity to shift gears and change how we handle logging on the back end. That should give you a much smoother experience loading extensive logs, and improve application performance overall.

Flyntlok Equipment Dealer Management Software - Logs

Warning

You may notice a delay of up to 30 seconds before actions on a page will show up in the logs. Have no fear, the logs will appear!


Price File Notifications

We will now send out emails when we up date your parts prices from a vendor price file. If you would like to receive the emails, please reach out to your management team who can add you to the list.

Configuration

Managers, to add users to the price file notification list, go to your wrench on the top right of Flyntlok, go to Flyntlok, and then click Flyntlok Details. Here you can add the user’s email to the ‘‘price_update_notify’ field. Please separate email addresses with a comma.

Flyntlok currently receives price files from over 40 vendors, and we use these to keep your parts data up to date with the most current information from the vendor!


Service Dashboard

Popovers were added to the service dashboard to help explain each column. To get to the Service Dashboard go to your left-hand navigation, open the management drop-down, then click Service.

Flyntlok Equipment Dealer Management Software - service


Machine PO

When using the purchase request feature, the newly generated PO will respect the cost the requester enters on the form. This should prevent duplicate data entry and keep your purchasing department rolling like a well-oiled machine.

Flyntlok Equipment Dealer Management Software - PO


March 18th, 2020

Enhancements 💪

Accounting Logs *Accountants and CEOs*

We have added more logging to all processes that happen on the Flyntlok QuickBooks page. Next to the title of the transactions box, you will see a View All Logs link. This takes you to a report of all those processes, the time they were executed, and who executed them. This is still a work in progress. We do not show the logging for Sales Receipts, Invoices, Refund Receipts, or Credit Memos yet.

Flyntlok Equipment Dealer Management Software - Logs

This page may take some time to load, there are a lot of logs to report!


Price File Updates

We will now be sending emails when vendor price files get updated. If you would like to be notified when those get updated, please reach out to Flyntlok.


March 11th, 2020

Enhancements 💪

Accounting Accountants and CEOs

Accountants now have the ability to lock out sales orders from being reversed when they are ported into QuickBooks. This can be set up within the Flyntlok Details. If you need help with this, please contact us!

We have implemented a way for certain users to be able to reverse a sales order no matter the restrictions. Please contact Flyntlok to get this setup.

Flyntlok Equipment Dealer Management Software - reverse


We have also added a button to the Accounting page that will load customer balances from QuickBooks into Flyntlok.

Flyntlok Equipment Dealer Management Software - balance


Point of Sale

Split invoices will now retain the same salesperson as the original invoice.


Item Purchase orders

If an item is special ordered, we will show the reserved quantity on the receiving voucher.

Flyntlok Equipment Dealer Management Software - reserved


Vendor Dashboard

We've done a performance upgrade on the vendor information section of the vendor dashboard and added some new statistics. Also, we have added descriptions of the vendor dashboard statistics in our FAQ section. Follow this link to read about them! Vendor FAQ

Flyntlok Equipment Dealer Management Software - vendor


Permissions

We've revamped the access control page. This should be easier to understand now with a new layout and descriptions about each permission. If you would like help creating a new role or adjusting users' access, please contact Flyntlok.

Flyntlok Equipment Dealer Management Software - perms


March 4th, 2020

Enhancements 💪

Item Searching

The 'CTRL+S' search function will perform like the search field on the point of sale. The search results will now indicate if an item has been superseded and show the parts it was superseded by. We will also show you alternates of the item you searched here as well.

Flyntlok Equipment Dealer Management Software - search

Inactive items will now be included in the search results when using 'P?' in the top-left search field.

Flyntlok Equipment Dealer Management Software - search

Lastly, the search field in Sparks was updated to function like the point of sale item searcher! This way Sparks customers can also see superseded and alternative items.

Flyntlok Equipment Dealer Management Software - search

Transfers

We updated the logic behind item transfers. Please take a look below to better understand this new process.

Flyntlok Equipment Dealer Management Software - transfer

All transfers that are in transit at the time of this release will use the updated process.

Also, you can no longer delete a transfer that has been "received".


Journal Entries

We now validate the name selected when the Account type is payable/receivable.

Flyntlok Equipment Dealer Management Software - Journal Entry


February 26th, 2020

Enhancements 💪

DMS Work Order

You now have the ability to add a new job when creating a work order! The job will not have any estimated hours, work requested, or labor type. You will have to set those on the work order.

Flyntlok Equipment Dealer Management Software - New Job

You also have the ability to add jobs directly from the work order dashboard.

Flyntlok Equipment Dealer Management Software - New Job

Service managers can add parts, edit, and delete jobs from work orders whenever they need to. Technicians can add parts, edit, and delete jobs when the work order status is new or estimate. Technicians can also take these same actions when they are clocked-in and the work order is outside of these two statuses.

All changes to invoices, jobs, and labor will update without refresh.

Flyntlok Equipment Dealer Management Software - Job

We added the ability to transfer sales orders to different jobs and work orders.

Flyntlok Equipment Dealer Management Software - Job

Sales orders can only be transferred when they are in draft status.

Enhanced logging will be added to keep a timeline of all actions taken on the work order

Flyntlok Equipment Dealer Management Software - Job


Work Order Job Templates

Templates can now be attached to a vendor and are no longer attached to a model. For example, if you create a job template for the vendor Bobcat and make the job mandatory, every time you create a work order for a bobcat machine that job template will be attached.

Flyntlok Equipment Dealer Management Software - Job

You can also attach files to work order job templates that will show up on the work order the job template is used on.

Flyntlok Equipment Dealer Management Software - Job

Flyntlok Equipment Dealer Management Software - Job


Broadcast

On your left hand navigation go to Documents. When you upload a file, you have the option to "Broadcast" the file. This will allow you to send a banner notification to your business. This works great for informing your employees about S.O.Ps!

Flyntlok Equipment Dealer Management Software - broadcast

Here's an example of the banner notification.

Flyntlok Equipment Dealer Management Software - broadcast


Parts Metrics

Previously, the parts metric calculation only ran during our nightly process. Now, you can run this calculation on demand per vendor.

Flyntlok Equipment Dealer Management Software - Job


Issues Resolved 🐛

Parts returns

Previously, we allowed you to make a return for a part with 0 quantity on hand. Now, a part must have at least 1 on hand and we limit the max quantity allowed for return to the part's quantity on hand.


Point of Sale

We removed the item merging feature on the point of sale.


February 19th, 2020

New 🆕

QuickBooks Journal Entries *Accountants and CEOs*

This week we are releasing a brand new feature that allows you to do the following:

Flyntlok Equipment Dealer Management Software - Journal Entry

To create a new journal entry go to your Admin Editors-> Accounting -> Journal Entries

Flyntlok Equipment Dealer Management Software - Journal Entries

You will have to log out and log back in to see this new menu item!


Enhancements 💪

QuickBooks Bills

For those of you who use Bill.com to post bills to QuickBooks Online, we will now autosend all vendor credits that are uploaded in Flyntlok to Bill.com. These can then be turned into vendor credits in Bill.com and in turn QuickBooks Online.

Please reach out to Flyntlok for more information


Issues Resolved 🐛

Dropshipping

When over receiving a dropship order, the over-received quantity doesn't hit your inventory.


The "Order" button is no longer disabled when the quantity on the sales order doesn't equal the ordered quantity.


February 12th, 2020

Enhancements 💪

Item Inventory

We rolled out a major enhancement to inventory management. We no longer include special order quantities in the item's 'Stock On Order' quantity when creating a stock order. Let us know if you have any questions!

Flyntlok Equipment Dealer Management Software - inventory


Machine Purchase Orders

You now have the ability to attach a file when adding a purchase request. The file will also be attached to the purchase plan as well as the purchase order!

Flyntlok Equipment Dealer Management Software - request


You can also add model options to the machine purchase order!

Flyntlok Equipment Dealer Management Software - request

For more information on model options Click here: Machines


The Vendor Invoice and Date Invoiced fields on the machine purchase order will now be transfered over to the machine dashboard!

Flyntlok Equipment Dealer Management Software - Vendor Info


Lastly, we added extra permissions around editing a machine purchase order. Please reach out to Flyntlok if you want to set this up!


DMS Work Orders

When filling out an Equipment Condition Report, the "Other Damages Additional Comments" will be added to the "Work Requested" field on the work order that's created to fix the damages listed on the Equipment Condition Report.

Flyntlok Equipment Dealer Management Software - ECR


Point of Sale

We enhanced the log details when a purchase plan is deleted that's linked to a sales order. Previously we displayed the item's internal ID, now we show you the item's name!

Flyntlok Equipment Dealer Management Software - POS


February 5th, 2020

Enhancements 💪

Point of Sale

The invoice margin calculation now considers the discounts applied to the invoice.

Flyntlok Equipment Dealer Management Software - item

Also, if an invoice is a Drop Ship, we will show you a "Dropship" badge on the invoice!

Flyntlok Equipment Dealer Management Software - drop


Machine Purchasing

When requesting the purchase of the machine, if the model is created in the purchase request, we will now require a description of the model being requested.


Rental Reversal

When a machine is checked in on a rental contract, you now have the ability to reverse that machine back to a checked-out status.

Flyntlok Equipment Dealer Management Software - Rental

The checked-in information will not be removed when the machine is checked back out. That information will need to be manually removed.


Stock Purchase Orders

You can now remove all items that have a recommended quantity of 0 when creating a stock order. Simply check the box on stock order creation to have all of those items removed.

Flyntlok Equipment Dealer Management Software - RecQty


January 29th, 2020

Enhancements 💪

Searching

Item searching on the point of sale has been completely revamped to help you find what you're searching for faster! The item searcher now does the following:

Flyntlok Equipment Dealer Management Software - item

We will continue to refine this over the next week. Any and all feedback is welcome!


Items

You can now control whether or not an item can be purchased! If the "Item can be purchased" field is un-checked, the item cannot be requested for purchase, and will not populate on recommended stock orders.

Flyntlok Equipment Dealer Management Software - item

Danger

If the item type still allows this item to be sold, we do not prevent you from creating special orders for this item.


You can now choose the item's quantity that is used in an item group. This can be done when editing the item. To learn more about item groups checkout our FAQs.

Flyntlok Equipment Dealer Management Software - item


Item Purchase Orders

When using the purchase order exception feature, you can select 'MinQtyOverride' to enter a minimum quantity that can be ordered. We will add the exception to the description on the purchase order as well as update the item's settings!

Flyntlok Equipment Dealer Management Software - Exception


The purchase order exception feature will now notify the user who requested the purchase by sending an orange banner on the user's dashboard. If the purchase order is linked to a sales order the salesperson who created the sales order will be notified of the exception! Here's an example of what the notification looks like:

Flyntlok Equipment Dealer Management Software - notify


Chosing the PO exception reason "Discontinued" will break the link to the sales order. After discontinuing the item, the item's description on the sales order will be updated with the following message: "Order cxld from PO". The salesperson who created the sales order will also receive the following notification:

Flyntlok Equipment Dealer Management Software - Notify


Tip

The PO exception feature will not alter a "Delivered" sales order on substitution. To close out a sales order you must reverse or remove the line from the sales order.


The 5 most recent notes are now included on the receiving voucher PDF.

Flyntlok Equipment Dealer Management Software - Note


There's a new Invoice Date field on the receiving voucher that we will use to post to QuickBooks. If this date is not set, the most recent receive date will be used.

Flyntlok Equipment Dealer Management Software - date


Stock orders can now be used to fulfill special orders. If there is a stock order already created with the item that's on the "pending" sales order, then we give you the option to "Merge" on the "To be Ordered" page.

Flyntlok Equipment Dealer Management Software - merge

Tip

You will only be able to do this one time per line on a stock order.


Point of Sale

The ability to refund a customer's deposit has been added to the point of sale. First, create a sales order then add a negative amount payment line.

Flyntlok Equipment Dealer Management Software - payment

Now you can click the "Refund Deposit" button to refund the customer's deposit.

Flyntlok Equipment Dealer Management Software - refund

Tip

The customer's deposit balance will not reflect the refund until the refund is processed by accounting.

For more information on how to create a refund checkout Point of Sale.


Rentals

We added the following message to the rental PDF: "Fees below reflect estimated rent costs. Actual cost will be determined at check-in." This should help clear up some confusion for your rental customers.

Flyntlok Equipment Dealer Management Software - rental


DMS Work Orders

The work order job name is now visible in the Public Message text box of the internal sales order linked to the DMS work order.

Flyntlok Equipment Dealer Management Software - work


Machines

You can now change the date sold when editing a machine.

Flyntlok Equipment Dealer Management Software - date


Machine Purchase Orders

You now have the ability to add a machine comment that will be added to all machines on the purchase order when placing the order.

Flyntlok Equipment Dealer Management Software - comment


You can now upload files directly to the machine dashboard from the machine purchase order. To do this, click on a machine line, click edit, then click the 'Add New' link next to "Attached Files".

Flyntlok Equipment Dealer Management Software - file


The machine's serial number can be seen on the machine purchase order, specifically on the machine's link.

Flyntlok Equipment Dealer Management Software - SN

Why can't I see my S/N's on the main machine PO page?

Since you can now have multiple quantities per line, we can only show you the serial number by clicking the gear icon, and opening up the details of the line.


We added a notes section on the bottom right of the machine purchase order!

Flyntlok Equipment Dealer Management Software - Note

Tip

These notes will not show up on the machine purchase order PDF. All fields lockdown after machine PO is closed, you still have the ability to edit the machines from the machine dashboard.


Accounting

You can now control whether or not files attached to receiving vouchers are sent to Bill.com.

Flyntlok Equipment Dealer Management Software - bill.com

Important

Head to your company's Flyntlok settings (Wrench -> Flyntlok -> Flyntlok) to configure your Bill.com settings if you are using that service to manage your payables.


When accepting a customer deposit/account payment, the Credit Card Service Charge is not included in the dollar amount that hits the customer's deposit/account. The Credit Card Service Charge will book separately.

Flyntlok Equipment Dealer Management Software - bill.com

Important

The item used to book Credit Card Service Charges must have an Income and Expense account assigned to it in order for us to book these charges properly.


Vendor Dashboard

The "Most Recent Purchase Orders" list on a vendor's dashboard will now include both machine and item purchase orders!

Flyntlok Equipment Dealer Management Software - po list


Sparks

When clicking view all orders, there is now a section to filter by the customer's PO number.

Flyntlok Equipment Dealer Management Software - list


Issues Resolved 🐛

Point of Sale

When adding an address the state is no longer required for shipping addresses, unless the United States is the country chosen!

Flyntlok Equipment Dealer Management Software - pos


You can no longer enter a fulfilled quantity that's greater than the quantity ready on the sales order.

Flyntlok Equipment Dealer Management Software - pos


Machine Purchase Order

We now auto set the vendor to the model's vendor when converting a purchase plan to a purchase order. Previously, you had to manually update the vendor!

Flyntlok Equipment Dealer Management Software - vendor


DMS Work Orders

When a workorder is in invoiced status, the internal parts orders can not be reversed or returned. You must roll back the final invoice for the work order to make any changes to the internal parts orders.


Core Transfers

When transferring an item that has a core the core will be automatically added to the transfer list with the item. If the transfer is linked to a sale, both the core and the main item being transferred will be linked appropriately.


Items

The Metric Override data can now be removed when editing an item. This can be found under the "Store Specific Information" at the bottom of the item edit page. Sorry!

Flyntlok Equipment Dealer Management Software - item


January 22nd, 2020

New 🆕

Machine Purchase Order

This week we released our new machine purchase order system! Please check out the video below for more information.

Enhancements 💪

Machine Purchase Order

The order quantity on the machine purchase order will default to a model's "Minimum Order Quantity". If the order quantity is below the "Minimum Order Quantity", Flyntlok will display a red box "Below Min".

Flyntlok Equipment Dealer Management Software - below


Invoice Picklist

From the sales order, under the details tab, you can now generate a pick list of all unfulfilled items on the sales order.

Flyntlok Equipment Dealer Management Software - pick


Trade-Ins

When creating a trade-in machine from the sales order, there is now a field to link that trade into a previous machine in Flyntlok. Linking these machines will give you a link on the previous machine's dashboard to the newly traded in machine.

Flyntlok Equipment Dealer Management Software - trade


Problem Customers

When inputting a customer on a sales order, if the customer is marked as Problem Customer, we will give you a warning.

Flyntlok Equipment Dealer Management Software - Problem


QuickBooksOnline Default Accounts

You can now see the default accounts that are connected to QuickBooks Online within Flyntlok.

Flyntlok Equipment Dealer Management Software - QuickBooks


Issues Resolved 🐛

Rental Machine Hours

When checking a machine out on a rental, updating the hours out will update the total hours on the machine.


January 15th, 2020

New 🆕

Future Feature

Flyntlok will be releasing a new machine purchase order feature next week. Be on the lookout for a video explaining the new feature!

Flyntlok Equipment Dealer Management Software - machine po


Enhancements 💪

User Access

We created a new user permission that manages who can edit the customer's account and primary salesperson.

Flyntlok Equipment Dealer Management Software - permissions


Machine PO - BETA

You can now edit machine details directly from the purchase order.

Flyntlok Equipment Dealer Management Software - Edit


Issues Resolved 🐛

Tax Calculations

The tax calculator has been revamped to handle return sales orders.


Duplicate items on POS

When you add the same item that has already been added to a sales order, we will update the quantity of the original item added.

Flyntlok Equipment Dealer Management Software - Dupe


Issues on Vendor PO Page

All issues on the vendor purchase order should be fixed after this release!


January 8th, 2020

New 🆕

New Vendor Stock Order

Flyntlok has a new stock order page! This will replace the old stock order page. Please check out our new Release Radar video to learn more.

Enhancements 💪

Item Dashboard

We made some small changes to the Item Information section on the Item Dashboard. You will see most of the item's information without having to go to the item edit page. Click the Flyntlok Equipment Dealer Management Software - arrow to view more information related to that section.

Flyntlok Equipment Dealer Management Software - info

Flyntlok Equipment Dealer Management Software - minfo


Item's Average Cost

On the item dashboard, under the Location and Quantity On Hand section, you will now see an item's average cost for each store location.

Flyntlok Equipment Dealer Management Software - acost


Cost of Labor and Parts on Work Orders

DMS work orders now also show the cumulative parts and labor costs at the top of the work order.

Flyntlok Equipment Dealer Management Software - cost


Work Order Invoice Number

We now show the final invoice number on the blue banner of invoiced work orders.

Flyntlok Equipment Dealer Management Software - WOI


Clickable Links

There are many clickable links across Flyntlok, some of them open in new tabs, and others open on your current tab. We are currently working on making all links open in the same tab to keep it consistent across the board. When you see Flyntlok Equipment Dealer Management Software - icon next to a clickable link, that link will open in a new tab. If you want to open a link in a new tab that doesn't have the icon next to it Ctrl+Left Click on the link.

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