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July 16, 2024
System

Import/Export Updates

BOM/Routing
Items
Customers
Vendors

To make it easier to manage your data, Fulcrum offers data downloads in Business Setup > Data Import > (new Import) > Data Downloads.

These downloads include your existing data in a format that can be edited and reimported to make bulk updates.  In this release, the following fields have been added to downloads to expand upon what can be edited, and provide helpful reference data.

Items

  • IsKitItem

Customers

  • Default Tax Codes
  • Deposit Type
  • Percentage Deposit
  • Fixed Deposit Amount
  • Deposit Accounting Code
  • Custom Fields

Vendors

  • Custom Fields

BomRouting (BOM tab - for reference only)

  • Parent Item Descriptions
  • Child Item Descriptions