Invoices

New Feature

Customer Supplied Item Number

If a customer has supplied an Item Number, this information will now be displayed on the sales order pdf line.

 

QuickBooks Payment Memo

From the Point of Sale, in the Details Tab, if the transaction has a Customer PO or an internal message, this information will now be viewable from the memo line of the QuickBooks Payment that is generated.

Purchasing

Enhancement

Invoice Date

Users will now be able to input the invoice date when attaching a vendor invoice to a receiving voucher.

Work Orders

Enhancement

Tech Clock-in Visibility

We have added more visibility to the Work Order you are clocked into. Along with the clock icon in the blue header bar, users will see the work order number.

Mobile Check In

When a user clocks into a job we will now prompt them to input all the original check in information. This combines the check in and clock in buttons, reducing the number of steps for the mobile techs to start their work. If the Work Order is in "New" status the first user to clock into a job will move the work order to "In Process".

 

Sparks Service Request

If a customer requests service for their machine via Sparks, Flyntlok will generate a Work Order in estimate status for the customer. Also, you can now subscribe to receive sparks service request notifications.

Rejected Quotes

We have addressed an issue where quoted parts on work orders were being included in the shop fee calculation. This would have affected work orders that had shop fees calculated from labor and parts totals.

Sales Orders

Enhancement

Trade In Quick Create

When accepting a Trade-In as a payment type, users will now have the option to create a new vendor from the Trade-In screen.

Customers

New Feature

Defaulting Customer Discounts

We now support a default discount structure that will be set on all existing and future customers added to Flyntlok. Please reach out to Flyntlok if you would like to set this up.

 

Rental

New Feature

Report Loss Rental

From the Actions drop down of the Rental Dashboard you will now be able to report a lost deal. This will allow users to document when a rental contract falls through and record the lost revenue.

Enhancement

All Contracts View

We have added a (View All) option on the machine and customer dashboard for the rental section. This link will bring users to a report that shows all historical customer and machine rental contracts.

Items

New Feature

Exclude Zero QOH

We have added an Exclude Zero Quantity option to the inventory sprint editor. This will exclude any items with a zero QOH from being added to a sprint plan.

Item Dimensions

When editing an item, you can now set fields for length, width, and height to capture the dimensions of items. This should support e-commerce platform integrations and help with shipping.

New Part Number for Superseded Items

Users will now have the ability to create a new part when setting a supersession.

Machines

Enhancement

Missing info Prompt

When quoting a new model from the point of sale, we will now prompt the user to input all required information in place of an error message.

Preferences

Enhancement

Notifications

With our recent notification update, we have consolidated notifications that show up on the bottom right of Flyntlok and the dashboard to show under the bell icon. You can update your preferences for each of these notifications here. Username->Preferences->Notifications

Last Release Notes

January 18th, 2022 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Notifications

New Feature

Notification Bell

We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.

 

 

CRM

New Feature

Create Linked Sales Order/ Work Order

Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.

Leads List Sorting

Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential  customers.

Status Color Coding

We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.

Lead List Searching and Filtering

We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.

CRM Lead on Customer Dash

We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.

Inbound Call - Create a Lead

If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number.  This will let you easily create a lead and ultimately a customer!

Add New Lead

Tag Management

Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags  from the CRM Hub.

                                                   

Point of Sale

New Feature

POS Scanning

If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.

Scan Mode

Default Invoice Source

We have added a new setting to allow managers to configure a default invoice source by user.  Previously, this was done at the company level.

To set or edit the default invoice source for a user, navigate to Wrench->Users->Users.  Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.

To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.

Work Orders

New Feature

Mobile Create Work Order Option

We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.

Copy/Paste Group Schedule

We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.

Enhancement

Work Order Deposits - Auto Apply to Final Invoice

We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.

Service Scheduler Permissions

Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.

Accounting

New feature

Accounting Period Cutoff Date

Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.

Item Purchase Orders

New Feature

Reopening a Posted Voucher

You can now restrict who is allowed to open a posted item voucher.  This will add an internal control that stops users from requesting a reversal of a bill.

New Feature

Duplicate Document Warning

You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.

Machine Purchase Order

New Feature

Generating Labels in Bulk

We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.

Item Searching

Enhancement

Omnisearch

We gave the Omnisearch results a freshlook.  It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.

Rental

New Feature

Recent Contracts

A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.

Sparks

New Feature

Sparks Request for Service

We have added machine hours and miles to the Sparks Request Service Form.

 

 

Last Release Notes

December 14th, 2022 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Machine Purchase Orders

New Features

Machine Adding

We've made it easier to sort and filter the list of machines when adding machines to a voucher.

Machine Creation

While adding new machines to the voucher, you can now designate a quantity of machines to create.

Label Printing

We have added label printing functionality to the bulk actions!  Don't forget - Flyntlok consultants can customize these labels to your business needs. Just submit a support ticket!

Permission for Completing a Voucher

We added permission that must be turned on if the user would like to complete vouchers.  You can also designate a user to receive a notification and pending action when a voucher is submitted for completion.

Auto-Calc Allocation Changes

We have removed the recalculate button and will recalculate the fees live.

Year Auto-fill

If you add a date and leave the year blank, we will assume that you would like to use the current year.

File Attachments

If a machine received on a voucher has files attached to it, you will see a voucher files section on the machine's dashboard. Remember, files attached to a machine using the detail view will be attached directly to the machine.

Bill.com Support

If you track your payables through bill.com, we have added the ability to set up a bill.com machine clearing account.  If this is set, we will offset the asset amount on the journal entry to this account.

 

Mobile

New Features

Login

If you log in from a phone, you will now be taken directly to the mobile view. If you want to return to the desktop version, click Return to Desktop at the bottom of the page!

Clocked-In Work Order & My Work

The work order you are clocked into will display at the top of the page. The My Work button will show you all of the work orders you have assigned to you.

Point of Sale

Enhancements

Card Error Messages

We've updated messages coming back from our card processor to make it more clear when a card has been declined or if there was an error during the payment process.

 

Rental

Beta Features

Improved Date/Duration Selection

We will be beta-ing a new feature with pilot dealers that should make it much easier for us to properly calculate your billing durations given a date range on a calendar. This should allow you to set up contract data in a much easier format and reduce the number of dates you need to manage for a rental contract.

Contract Interim Billing Cycle

We will be beta-ing a new feature with pilot dealers that allows you to set a default interim billing cycle for a contract. This should greatly reduce existing date adjusting when trying to create an interim invoice. This will also let us notify you when you have a contract due for billing, and in the future, offer us the chance to generate these bills automatically for you!

 

Enhancements

Location Selection

You can now select a location during the rental contract creation. Previously, we only allowed you to change it once the contract was created.

Address's

While entering an address on a rental contract, you can now click the Save to Customer box to save the address to the customer address book.

Consumables

Consumables can be configured in two different ways: Standard and Capacity-Based. Capacity-Based is better for fuel because fuel is measured in percentages, not quantities. Standard is better for renting out consumables that are measured in units.  Tire wear, cutting edge wear, and other specifically measure consumables should be setup with the Standard style.

Equipment Return Work Orders

When auto-generating work orders at rental check-in, we were using the machine's last known hours, not the hours at check-in. That has been fixed, so work orders populate with the machine's hours at check-in.

DMS Work Orders

Enhancements

Bug Fixes

We fixed a handful of bugs causing the work order error when you tried to save.  Some of the most notable are:

 

Notifications

Preferences

Notification groups should now be more clear in which aspect of Flyntlok they tie to.

Assigned Lead

Along with adding more categories of notifications, we added a new notification you can receive if a CRM Lead gets assigned to you.  You can configure how you would like to receive this notification by clicking your name in the upper right of Flyntlok and heading to preferences -> notifications.

QuickBooks Online Interface

Enhancements

Syncing / Not Syncing Accounting Contact & Email

We've added an option on the customer profile to decide if you keep the customer's accounting contact in sync with Quickbooks Online data or if the data you enter in Flyntlok should be the source of truth.  This is the email we use to auto-send invoices and receipts.  When this is on, we will always override what is in those fields with what is set in QuickBooks Online.  When it is off, the contact and email will remain whatever you enter under the customer profile in those fields.

 

Posting Customer Payments (Z-Out)

We were presenting you with some errors almost anytime you ran the end-of-day process to post customer payments. Those errors were erroneous in that the posting had gone through successfully.  We prevented those unnecessary errors from displaying going forward. Actual errors still display!

 

Last Release Notes

July 6th, 2021 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Purchasing

New Features

Machine Purchase Order Vouchers(Beta)

We are introducing Machine PO Vouchers! This update will make it faster to receive large quantities of machines and give you more control over machine data.

First, create a Machine Purchase Order. This process has not changed. Once a PO has been created and the machines have arrived, you are ready to begin the receiving process. Click the dropdown, then Create Receiving Voucher.

The first screen is where you will decide which machines need to be received. Select the lines that need to be received, then click Add to Voucher.

You will be brought to the Machine Voucher Page.

The main sections of this page is the grid. You are able to edit information in the grid cells. In this case, lets add serial numbers to the machines.

Date fields will accept dates that follow any standard format. You can also click and drag the small box to auto-fill additional columns.

The accounting department will love this page because fees are much easier to handle.  Add a fee with the correct amount. Then choose to either capitalize the fee to the machines or book the fee to an account. In this case, we will select Capitalize to Machines. Then click Allocate to choose the allocation method.

In the example below, we would like to evenly distribute the $750 freight charge. To accomplish this, select Equal Distribution from the drop-down, and pick all three machines. Each machine will receive a $250 capitalized expense.

 

The other fee strategies that are available are Cost-Relative and Manual.

To save the voucher so that you can edit it later, click the Green Save Button. To que the voucher up to go to QuickBooks, click the Complete Voucher button.

If you find a mistake, you can always reverse the voucher by clicking Actions then Reverse.

If you would like to participate in the beta release of this new feature please submit a support ticket. We are putting together a migration schedule for companies using the old system. Once out of beta, we will reach out to schedule your migration.

Login

New Features

Multi Factor Authentication(MFA)

You may have noticed our new login page. This change was for more than just a new look. We now support Multi Factor Authentication(MFA) to help meet cyber insurance requirements. If you would like to enable MFA, please submit a support ticket.

If MFA is turned on, you will need to receive a login code. You can receive this code over email. SMS will be available in the coming weeks.

We will send you the code to input on the next page.

Work Orders

Enhancements

Accepted vs Rejected Jobs

You can see if a job was rejected or accepted on the work order PDF.

CRM Hub

Enhancements

Conversations Section

If you click on a phone number, the conversations tab will show you the ongoing conversation with the customer.

Lead Navigation

When you click on a lead it will open in a new tab. We found this makes it much easier to navigate the page.

Point of Sale

Item Price Updating

If the pricing changes for an item that is already on a sales order, we will display the gold icon below. Click the icon if you wish to update the pricing information to what is currently set on the item. This will update both list and cost.

If you have multiple lines that need to be updated, click the icon in the button bar at the top.

Last Release Notes

May 11th, 2021 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Point Of Sale

Invoice Customer Panel

We have restructured the customer panel to make it more space-conscious and moved the contact selector next to the customer selector.  Previously, the contact was selected in the details panel at the bottom of the page.

You can now designate the type of invoice and use that for reporting.

The type and location can also be encoded into the ID.  If you wish to enable this feature, please submit a support ticket.

Activity/SMS Panel

We have made it easier to add/edit notes and send SMS's from the point of sale by adding an activity panel on the lower right of the page.

 

When a customer responds, you will get a notification in the lower right of Flyntlok, and on your dashboard.

You can reply from the notification, customer dashboard, or right in the activity panel on the invoice.

Returning Dirty Cores

Previously when creating a return for a sale that includes cores, we were not populating the return sales order with the dirty core.  We updated that so you no longer have to add that manually when the customer returns with the dirty core.

Machine Owner / Bill To

We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.

Work Order

SMS Templates

You can now customize your own templates for SMS's sent from the work order system!  To configure your templates, please submit a ticket and a consultant will work with you to get them setup.

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel. Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Estimates - Icons

We have added icons to the estimate section to indicate when an estimate has been emailed to your customer, and when they respond.  Look for more updates to this feature in the coming releases!

Rental

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel.  Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Auto-Generated Work Orders for Rental Actions

Based on your company's settings, we will automatically create a work order at the first rental, and every subsequent check-in of a rental.  We updated this functionality to create these work orders as segmented.  In the coming release, you should be able to designate one or more job templates to be added to this style of work order.

Purchasing

Bulk Printing Labels

We moved the bulk printing of labels from the PO to the voucher.  This lets you print off a barcode label for each item you are receiving.

Accounting

Customer Accounting Settings

Previously we were updating the Accounting Email and Auto-Send setting on the customer when you re-loaded them. That caused confusion when QuickBooks Online had different data than what was set in Flyntlok. We will no longer automatically update those fields.

 


 

Last Release Notes

November 17th, 2021 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Work Order Updates

Work Order Machine Assignment

In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.

 

Then, you will be able to add a machine to each individual job.

Clocked in list

Click the Info Tab to see a list of people that are clocked into a work order.

 

Technician Notes

The customer will not see any notes that are added in the "Notes" section.  However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.

Work Order Sections Stay Closed

When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.

Parts Transfers

Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.

Work Order Permissions

Certain work order actions only need to be available to select users.  Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.

Add Job

Change Status

Revert To Estimate

Delete Job Note

Edit Labor Line

Edit General Fields

Create WO From Estimate

Add Files to Jobs


Check In

Delete Job

Edit Job Billing Style

Edit Job Labor Type

Edit Machine Fields

Send Customer SMS

Add Forms to Jobs

Check Out

Remove File From Job

Edit Job Category

Change Job Machine

Mark Job Complete

Start Paccar Warranty Claim

Add Labor Lines to Jobs

Clock Into Job

Remove Form From Job

Edit Cause

Edit Job Name

Mark Job Incomplete

Transfer Job Between WO's

Add Parts Invoices to Jobs

Clock Out Of Job

Delete Labor Lines

Edit Complaint

Change Job Technicians

Create Partial Invoice

Update Customer & Contacts

Add Recommended Jobs

Create Template From Job

Delete Text Expansion

Edit Correction

Edit Job Type

Post Comment

Delete File From WO

Cancel Work Order

Create Text Expansion

Add Job Note

Edit Job Estimate

Edit Customer Fields

Reorder Jobs

Delete Form From WO

Setting Permission Access

New Rental System Updates

If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.

Rental Contract E-Signing

From a rental contract, select "Request Signature" from the actions dropdown.

Then input the customers' email on the pop-up.

The customer will receive an email prompting them to e-sign the contract.

Then, the customer can sign the contract.

 

Rental Kits

Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.

 

Remember, only items that are marked rentable will show in the searcher.

Delivery And Pickup Information

If you leave the box blank, the rental delivery fee will show TBD instead of $0.  This allows you to bill the customer after the delivery has occurred.  In this case, we recommend having your rates listed in the terms of the contract.

Associated Salespeople

You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.

Flyntlok Surveys

You can now see the last time a customer was surveyed on the customer's dashboard.

Vendor Searching

We have updated vendor searching from the search bar. It should be faster and show better results than before!

 

Last Release Notes

August 11th, 2021 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

BETA Work Order Updates

By request, we have been moving users over to the new work order system. Thank you for all the great feedback! Please submit a ticket if you would like to start using the new system.

Recommended Jobs for John Deere and Hitachi

After creating a work order for a John Deere or Hitachi machine, we will look for open PIPs. If any are found, they will be listed just below the Add Job button in the new Recommended section of the work order.

Once you select a recommended job, we will pull information directly from John Deere like the PIP title, type, and even the items needed for PIP. If you choose to create the job, we will also create the internal parts order with the required parts for the job.

Job Templates

In order to save you time on creating templates for common jobs, you can now create a job template directly from a job you have on a work order.

Complaint, Cause, Correction

In our new work order, we have moved away from work requested and work done on jobs to a complaint, cause, and correction structure. This gives the opportunity to input the customer's complaint, then the technician's analysis of what caused the problem. The correction field will be used to communicate the work done. Only complaint and correction are required.

Disabled Actions Labels

Description labels appear when a button is disabled to give insight as to why the button is disabled.

Banners

Banners are back! After getting a new look, banners are being reintroduced to update you on important information.

BETA Rental Updates

We will soon be adding more customers to the new rental system. Here are some of the new features that will be available!

Rentable Items

We now support renting out items. To make an item rentable, you will need to edit the item and check the Item Can Be Rented box.

While you are there, you can add rent schedules to cover all of your pricing structures.

Rental Kits

A rental kit consists of one machine and a group of items that must be rented together. An example of this is renting a serialized air compressor with a hose and pressure regulator. The air compressor is the serialized machine, while the air hose and pressure regulator are optional items. When adding the machine to the rental, you can choose the amount of each item you will rent with the machine. These items will then be pulled from inventory when checked out, then added back to inventory when checked in.

Flyntlok Surveys

Customizable Email Templates

We now support customized email templates on each survey template that you send out. If you are interested in adjusting your email template or learning more about our survey system, please reach out to consulting@flyntlok.com!

Store Specific Surveys

If you are a multi-store company, you can now configure your surveys to only send when the sale is closed at a certain store.

 

July 28th, 2021 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!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Allocation on Receipt

When stock orders are received, Flyntlok will help find where they will be used best. If you have outstanding special orders for the same part; you will be able to move the stock order part onto the special order from the receiving pop-up.

Required Drivers License Information

Flyntlok now automatically checks to see if your rental customers' licensing is up to date. You can continue with the rental on a case-by-case basis.

 

To implement this check at your business go to the Wrench->Flyntlok->Flyntlok Details. Then under the rental section make sure "Require Valid License for Machine Checkout"  is selected.

Duplicate Item Warning

Flyntlok now displays a warning if you add a duplicate item to a sales order. Choose to either combine the item with an existing line item or create a new line item.

Updated End Of Day Report

We expanded the End of Day report to further break down the data. We Added 2 columns in the parts sold section:

Don't receive this report? Reach out to consulting@flyntlok.com to get it set up.

Fleet Price Verification(PACCAR)

Flyntlok will now verify fleet pricing on work orders. Add the customer's fleet number during work order creation or from the edit screen to take advantage of any discounts. We are continuing to further automate this process.

Change Discount

When a customer is changed on an existing sales order, any discounts will be recalculated. This will ensure every customer is charged the correct amount.

ERP Voucher Inspection Fix

When inspecting parts on ERP vouchers the below error would occur. This has been fixed on all vouchers created after 6/30/2021.

Voucher Lock on Close

After a Voucher has been closed it will be "locked down". Users will not be able to add or delete attachments, edit attachment values, or make changes to fees and credits. We remove the buttons altogether, see below!

Rental Duration Default

Flyntlok will assume you are inputting days when a number is typed into the rental duration text box. You can still use "w" after a number to set weeks and "m" to set months.

Rental Contract Default Salesperson

Flyntlok had been setting the default salesperson to the first person shown in the dropdown; which is ordered alphabetically. The default first salesperson will now automatically be set to the user that is signed in.

Sales Order Beta Contact Email Fetching

The beta work order dashboard was not filling the Recipient(s) dropdown with customer emails. Flyntlok will automatically fetch emails associated with the company listed on a sales order. The system will then show the emails in the Recipient(s) dropdown on the "Email Report" page. This will make it faster to email quotes and receipts to customers.

 

Last Release Notes

June 23th, 2021 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!

Printable Link: QOH Cheat Sheet

 

Make sure you turn on landscape print!








Printable Link: PO vs. RO QOH Cheat Sheet

 

Make sure you turn on landscape print!

 










Printable Link: Work Order Status Cheat Sheet

 

Make sure you turn on landscape print!

 

Check out the newest updates to the Flyntlok Equipment Dealer Management System.

New 🆕

Volvo Extended Offer

We are now integrated with Volvo Extended Offer. When you order extended offer parts from Parts Linq, Flyntlok will receive order confirmations and shipping confirmations for these orders' styles.

Volvo plans to let you place these orders from your business system in Q3/4 of 2021.  We will add that functionality when it is available.

Enhancements 🙌

DMS WO - Clock Directly Into Job

When clocking into a DMS work order, you can now choose a job to clock into right away!

Flyntlok Equipment Dealer Management System

You will also see the option to clock in listed on the jobs as well.

 

Part Transfers

We made some small adjustments to the form for requesting parts transfers.  The first field in the form is now the "From where?" section.

We also now show you the QOH at the location in the dropdown.

 

Multi-Discounts for Customers

You can now give a customer multiple discounts. To do this, navigate to the customer editor. In the "Accounting" section, you can set the discounts.

These discounts must be pre-defined by an administrator at your business.

Reject Quantities on MRP Work Order

We will now show you the amount that has been rejected in the top banner of the work order.

Flyntlok Equipment Dealer Management System

PDF Flat Rate Jobs

We have adjusted the DMS work order PDFs to now account for flat rate job pricing.

New Vendor Notification

We have added a new task that will get created for one user, set at the company level when a new vendor is added. This will allow for the vendor's accounting configuration to be double-checked and prevent any incorrect postings.

Journal Entry Logging

We have added logging to the Flyntlok Journal Entry system.

Updating Bin Location

Now, when receiving an item, you will be able to edit or set the bin location.

 

Resolutions 🐛

DMS WO Clock Icon

The clock icon on the list of open DMS work orders will now be highlighted if any tech is clocked into the work order. Previously, it was only if the technician assigned was clocked in.

DMS WO - Template Labor Types

If a job template does not have a default labor type, we will default for you.

DMS WO - Template Parts

We found a bug that prevented draft parts orders from being created when adding a job template to a work order.  That is fixed, and adding a template to a work order that contains parts will create a draft order of those parts.

Incorrect Core Location

We've tracked down and resolved an issue with cores being added to purchase orders with incorrect purchasing locations. Occasionally, when an item was being purchased with a core, the core added to the purchase order was for the incorrect store location.

Notification Setting

We found a bug in notification settings where we were overriding your setting. That is fixed, and they should stick now!

 

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