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!
Flat Rate Jobs
You can now create flat-rate job templates and flat-rate jobs on work orders! When adding a job to a work order, you can indicate that it will be a flat rate job and input the amount that it will be billed out for.
When creating a template for a job, you can indicate that it is a flat rate and the amount that it will be billed for. When this job is added to a work order, that amount will follow.
When invoicing the work order, the flat rate job will be its own line on the invoice. The description will be populated with the work that was done on the job. All the labor and parts that were used to complete the flat rate job will show as bullet points under that job.
New Notifications Controls
We have added notification settings for machine moves and purchase order exceptions. To manage these, click your name in the upper right of Flyntlok and choose preferences. From there, click View Notification Settings.
Here is a quick link to get you there: My Preferences
Cancel Voucher Reversal Widget
Admins can now cancel the reversal of a voucher. Admins can find this in the widgets section of Flyntlok. Click the Wrench ->Flyntlok -> Widgets.
Part Sales Dashboard Charts
We added a parts sales by location and part sales by person chart to the dashboard options.
Please reach out to Flyntlok if you are interested!
This information is cached and updated once daily.
Better visibility on Electronically Submitted PO's
POs electronically submitted to your vendor by Flyntlok are shown in the information sections of the purchase orders. Flyntlok currently has these integrations with John Deere, Hitachi, Stihl, Volvo, and Epiroc.
For item purchase orders:
For machine purchase orders:
Coates Power Equipment (Walker) is excluded from this due to the nature of that integration. If you are not currently submitting electronic PO's to Coates Power Equipment, we highly encourage you to reach out to them!
Added Mexico States to Shipping Addresses
When choosing Mexico as the country for a shipping address, you can now select the appropriate state.
Most Common Parts on POS
We fixed a bug with the option for adding your customer's most common parts to a sale. You can now click the wrench next to the customer and add the most common parts they purchase from you in a breeze!
Saving a Customers Credit Card from the Customer Dashboard
There was an awkward popup on Google Chrome when you store a credit card from the customer's dashboard. We made some changes on our end to prevent that from happening again!
