Opportunity
Managers from Canadian stores requested their Tax Registration Numbers to be displayed on Invoice PDFs.
Solution
The Tax Registration Numbers have been added to invoice PDFs. To enable this feature, contact your Flyntlok consultant with the relevant Tax Registration Numbers for your stores.
Opportunity
Service Managers requested the ability to see information about the Service Request that a Work Order was generated from when looking at the Work Order.
Solution
We added a widget on the Work Order Dashboard under the Machine information widget that displays information about the Service Request:
Opportunity
Service Managers requested the ability to re-send Work Order Estimates to Customers, as these sometimes get deleted or go to spam accidentally. Previously, Service Managers had to create a new Estimate every time they wanted to re-send one.
Solution
We added the ability to re-send the WO Estimate.
Opportunity
Users needed more advanced filtering options to efficiently manage Work Orders on the Service Scheduler. Previously, they could filter scheduled work orders but lacked the ability to:
Solution
We’ve enhanced the scheduler with new and improved filters:
Opportunity
Users had difficulty locating specific Work Orders in the calendar view when many were displayed. They needed a clearer way to identify a selected Work Order from the filtered list.
Solution
Now, when users hover over a Work Order card in the filtered list on the left sidebar, the corresponding event on the calendar will be highlighted.
Opportunity
Service Managers reported that when adding Work Orders to the scheduler in Week view, the default start time was incorrectly set to 12:00 AM.
Solution
The default start time has been updated to 6:00 AM or the start of the business's configured hours.
Opportunity
Canadian users requested the ability for Flyntlok to automatically populate cities and provinces based on Canadian postal codes when filling in Customer information. We previously only supported US Postal Codes.
Solution
We now support postal codes for our neighbors up north/east!
Opportunity
Users were unable to edit the address of a CRM lead after it had been created. While addresses could be added during lead creation, they became uneditable afterward.
Solution
We have enabled the ability to edit addresses on existing CRM leads.
Opportunity
Accountants requested that bills generated in QuickBooks Online for Machine Purchase Order Vouchers have the Machine’s serial number set as the bill number, so that bills can be more easily tied to the machine they are for.
Solution
We introduced a setting to make this happen. Contact your friendly Flyntlok Consultant to have it enabled.
Opportunity
Purchasing staff needs the flexibility to break the core line link between Purchase Orders and Vouchers. This capability is essential in scenarios where vendors invoice the core separately from the part, requiring them to be received on separate vouchers.
Solution
A new option has been added to allow users to break the core line link directly within a PO or Voucher. This change does not impact Sales Order linking but enables treating the part and core as separate items on a case-by-case basis.
Opportunity
Purchasers mentioned that when using the Vendor Draft Purchase Order page, they found it cumbersome to have to switch to a saved layout that they preferred using every time the page loaded.
Solution
Your last used layout will now be loaded when using the Vendor Draft PO page.
Complaint: Sometimes when Substituting an item on a Receiving Voucher the new and substituted items would have order quantity set to 0.
Correction: Fixed.
Complaint: Parts Receivers reported that they would sometimes receive an error when trying to delete an attachment on a Receiving Voucher, but there would be no explanation of what the error was.
Correction: We now show specific error messages, such as when a User does not have permission to delete a file.
Complaint: When transferring parts to a different store location from the Sales Order page, users were able to leave the quantity field empty, resulting in transfers with no specified quantity after form submission.
Correction: Added validation to the form to ensure the quantity field is required.
Complaint: When replacing a machine on the Rental Dashboard, the search results were sometimes empty if all machines of the searched model had conflicts.
Correction: The searched Model now returns results even if all machines have conflicts.
Complaint: Users encountered an issue where the "Exclude All Zero-Qty" checkbox on Inventory Sprints would not persist after refreshing the page, requiring them to re-check it each time.
Correction: The "Exclude All Zero-Qty" checkbox now persists after being checked.
Complaint: When registering Stihl machines, sometimes Stihl would not include the selected Salesperson in the new registration.
Correction: Fixed. Flyntlok is now sending a different identifier for the Salesperson that should more reliably match in Stihl’s system.
Complaint: Sales Managers noted that Flyntlok’s CRM "Text Us" button on their marketing websites was not appearing on all pages.
Correction: Fixed.
Complaint: When receiving a part on a Receiving Voucher, the allocated quantities on the item dashboard would sometimes not update correctly.
Correction: Fixed. If you had a PO with items linked to a work order and merged that PO with another PO the item allocation went away.
Complaint: Service Managers noted that when applying filters in the Service Scheduler, the matching Work Orders were hidden behind the filters User Interface, leading to confusion.
Correction: Fixed. The filters UI no longer obstructs the list of results, ensuring all filtered Work Orders remain visible.
Complaint: When connecting a Flyntlok Item, Model, or Machine to a Shopify Product or Product Variant that was already linked to Flyntlok, nothing would happen to that new item.
Correction: Fixed. Flyntlok will now show any existing Flyntlok link below the Shopify Product or Variant and warn you that re-linking this Shopify Product will break that link.
Complaint: Users were able to enter a Clock-Out time earlier than the Clock-In time when manually inputting labor on a Work Order Job, leading to incorrect billable hour calculations.
Correction: Fixed the problems that would mess up the space-time continuum. Added validation to ensure Clock-Out time cannot be earlier than Clock-In time.
Complaint: Sometimes when adding a new Work Order Job Status users were getting an error on save.
Correction: Fixed.
Complaint: Salespeople noticed that the machine’s list price on a Quote generated from a Lead would not use the sale price if the machine had an active sale.
Correction: Fixed. Creating a Quote from a Lead with machines on it will now use the active sale price for any machine on sale.
January 29th, 2025 Release Notes
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