Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
Click the Info Tab to see a list of people that are clocked into a work order.
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.
When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.
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.
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.
If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.
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.
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.
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.
You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.
You can now see the last time a customer was surveyed on the customer's dashboard.
We have updated vendor searching from the search bar. It should be faster and show better results than before!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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.
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.
Don't receive this report? Reach out to consulting@flyntlok.com to get it set up.
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.
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.
When inspecting parts on ERP vouchers the below error would occur. This has been fixed on all vouchers created after 6/30/2021.
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!
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.
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.
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.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the newest updates to the Flyntlok Equipment Dealer Management System.
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.
When clocking into a DMS work order, you can now choose a job to clock into right away!
You will also see the option to clock in listed on the jobs as well.
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.
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.
We will now show you the amount that has been rejected in the top banner of the work order.
We have adjusted the DMS work order PDFs to now account for flat rate job pricing.
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.
We have added logging to the Flyntlok Journal Entry system.
Now, when receiving an item, you will be able to edit or set the bin location.
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.
If a job template does not have a default labor type, we will default for you.
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.
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.
We found a bug in notification settings where we were overriding your setting. That is fixed, and they should stick now!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We have added more notifications to be configured in your user settings!
We have defaults to send these notifications if you have not set your preferences. As soon as you set your preferences, we will send or not send the notifications accordingly.
At the top of the email Work Backlog report, there is now a summary box to give you an idea of the amount and value of your outstanding work orders.
We've made a few enhancements to the item type that generates a DMS WO.
When internal parts are billed out on a work order, we will now prevent that internal parts order from being reversed and edited even if that work order is not in invoiced status.
Learn More at Flyntlok Dealer Management System
Check out our YouTube channel for more highlights of the application! Flyntlok YouTube
