How to Make Jobs for Future Demand

In this video, Fulcrum's customer success manager, Dan Morrissey, demonstrates the Demand Planning tool, a powerful feature within Fulcrum's manufacturing software. This tool allows manufacturers to create jobs based on future demand, giving them increased visibility into potential issues with order timing and production. By leveraging live data, Fulcrum's Demand Planning tool helps businesses stay on track and deliver products on time.

Key Performance Indicators for Demand Planning

The Demand Planning tool is filterable by a set of Key Performance Indicators (KPIs) that include Timing Issue, Below Minimum, Production Recommended, and High Priority. These KPIs help businesses identify areas where they need to take action to ensure a smooth production process.

Aggregating and Updating Demand Across Jobs and Sales Orders

Fulcrum's Demand Planning tool aggregates demand from all open jobs and sales orders, providing a comprehensive view of the current production plan. This is particularly useful for manufacturers that build a product or shared sub-components, as the tool is constantly updating based on new orders, completed jobs, and shipped orders — all creating on-hand inventory changes.

Visualizing On-Hand Supply and Upcoming Demand

The tool provides a graph of expected on-hand supply, charting inventory levels into the future based on scheduled start and end dates for jobs and orders that will consume items. This visual representation allows businesses to anticipate any potential issues and make informed decisions about production.

Creating Jobs to Keep Up with Demand

One of the standout features of Fulcrum's Demand Planning tool is its ability to create jobs directly from the platform. Users can adjust job quantities, production due dates, and priorities, as well as approve and schedule jobs. This seamless action streamlines the production process and helps businesses stay on top of their workload.

Filtering and Searching for Specific Items

Fulcrum's Demand Planning tool offers an easy-to-use filtering system that enables users to search for specific items, view their status, item origin, item tags, and item type. The Timing Issue KPI is particularly useful for monitoring potential late orders and addressing them before they become a problem.

To learn more about Fulcrum's Demand Planning tool and other manufacturing software solutions, visit Demand Planning.


Hi, I'm Dan and we're going to take a look at a feature in Fulcrum called demand planning. This is really one of those decision-making spots in Fulcrum where we're pulling together a ton of information across the system to help you make decisions on when to put things into production. 

The KPIs at the top are learning new things to take action on, and this list will automatically filter into items where production is recommended.

Let's take a look at how some of this is calculated. If we look at this camera mount as an example, we can see that on hand, we have 1954 pieces. We can see that there is a minimum of 150 on hand. 

You can set your minimum stock levels that impact our production recommendations, so we tell you when you're going to dip below your minimums and need to create a job.

The demand for the camera mount is 2838 pieces. We can see that there is one incoming. Fulcrum recommends production of 1033 pieces for the camera mount. Demand is being aggregated across all your open jobs and sales orders, so this is a great tool if you build shared sub-components.

 It's also constantly updating as new orders come in, jobs are completed, and orders are shipped. Jumping into an item further, you can see here are expected on-hand supply charts. 

This is actually graphing out your expected inventory level into the future based on your scheduled start and end date of jobs that are already in the system, as well as orders that will consume this item.

Taking a look below, we can see that on hand, we have 1954. We can see that there's one incoming purchase order or job. We can see that our demand of 2838 is broken out into 13 different sales orders and jobs. You can see the quantity change of those along with the status, the date, and the expected number. A great feature from demand planning is the ability to create jobs. 

If we navigate to this tab, you can see that we can change the quantity to make the production due date, the priority, and you can approve and schedule jobs directly from demand planning. If we navigate back to the grid, we have the ability to search for items, and you can filter starting with status, item origin, item tags, and item type. 

Another important filter is this timing issue KPI. This is a great check if there were ever any potential late orders. This would allow you to easily check in on those to see where all this live information comes from. Check out our videos about job tracking and sales.

This transcript and summary were written with the help of Ai.

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