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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Outside Processing Certifications

You can now add certifications when receiving outside processing POs. Items must be lot tracked to add certificates. The certification will rollup to the job details certification tab, and to the item certification tab.

Outside Processing Certifications
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New Video Series - Fulcrum in 4

Check out our new video series Fulcrum in 4 where we'll highlight some of the most recent Fulcrum product updates! Watch our February wrap-up below where we dive into capable to promise calculations, live chat notifications, default margins, associated records on customers and vendors, new data downloads, and our public API.

New Video Series - Fulcrum in 4
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Mobile-friendly Job Tracking View

We’ve made some improvements to the Job Tracking interface for our mobile users. It is more user friendly, with this update focusing on the operation list and pick menu. 

Mobile-friendly Job Tracking View
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Multi-currency Updates

We’ve added more currency codes throughout Fulcrum for users that use multiple currencies in the site. You’ll now see currency codes on PO, sales order, quote, and invoice PDFs. This will also show on vendor price breaks and in the vendor details section. This will help add differentiation for currencies with the same symbols, like USD and CAD.  

Multi-currency Updates
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Select Vendor on Purchasing Planning POs

When POs are auto-generated, users will now be able to swap the vendor it is assigned to. The purchase order will still automatically pull the item’s default vendor - but you will now be able to select a different vendor as long as the PO is still in draft mode.

Select Vendor on Purchasing Planning POs
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Vendor Quality Scores

We’ve added new KPIs to the vendors page for vendor quality, including a quality score for each vendor. This score will be calculated on on-time percentage and rate of issues with the vendor. This will help you evaluate your vendors and choose the best partners for your business. 

Vendor Quality Scores
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Scheduler Capacity Visualizations

We now have capacity visualization for the scheduler! The graphs will look at the four-week period and show the backlog of each department showing late and on-time jobs, as well as unused capacity. 

Scheduler Capacity Visualizations
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Fixed Quantity Input on BOM

We’ve added an option when editing items on the BOM that will allow you to add a fixed quantity requirement per job that won’t scale with the number of items that you’re making. As an example, if you require a certain amount of material to start a job whether making one or 100, the BOM can now accommodate that fixed quantity amount. 

Fixed Quantity Input on BOM
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Sales Order Line Item Number on Packing Lists

We've added a new setting to packslip configuration to show the sales order line item number. If you turn this setting on, instead of numbering the  lines in the shipment by 1, 2, 3, etc, we will show the line item number from the sales order so that your customers can easily match up what's in the box to what they ordered. This can be turned on in System Data > PDFs & Email > Packing Slips.


Sales Order Line Item Number on Packing Lists
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Profile Pictures

Fulcrum users can now upload a profile picture that will show everywhere in Fulcrum. This feature will be particularly helpful in job tracking where we previously only showed user initials which could become confusing if multiple users had the same initials. Now users can add a unique image and help identify their own information faster. 

Profile Pictures
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Download Vendor Grid

You can now download data from the vendor grid to get a helpful list of all of your vendors used in Fuclrum.

Download Vendor Grid
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Outside Processing PO Improvements

When creating POs for outside processing vendors, you can now “select all” for line items for the same operations that you use that vendor for. This will allow you to save some time when issuing these types of purchase orders.

Outside Processing PO Improvements
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Associate Multiple Jobs to POs

Purchase Orders can now have multiple jobs associated. Additional jobs can be added to the PO from the details The purchase order grid, jobs page, and receiving grid have all been updated to show a list of related jobs.

Associate Multiple Jobs to POs
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Email and PDF Templates for Multiple Companies

This new feature is for customers who have multiple companies set up in Fulcrum. Now you’ll be able to configure your PDF and email templates for each company. 

Email and PDF Templates for Multiple Companies
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Default Margin Settings

Now you can enable a default margin setting for newly created items. This can be configured in Business Setup > System Data > Sales where you can enable the feature and set your default margin. The margin set here will also apply to price breaks on the item.  

Default Margin Settings
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Items Grid and Scrap Report Downloads

More downloadable data! You can now download data from the Items grid as well as download the scrap report.

Items Grid and Scrap Report Downloads
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Fulcrum Public API

Our public API is live and available on our website. This is something that we’ve had requested a lot! You can access the API docs here

Fulcrum Public API
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Vendor Associated Records & Items

You can now view purchase orders and items by the vendor that they are related to. Two new tabs have been added to the Vendor page. 

You can now view purchase orders and items by the vendor that they are related to. Two new tabs have been added to the Vendor page to make it easier to see a record of all POs issued to a vendor, as well as the items associated with that vendor.

Vendor Associated Records & Items
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Additional Job Cost Reporting

We’ve added two new tabs to the job cost reporting download for operations and materials. Additionally building on a recently released feature, there’s now a download button on the costs tab from an individual job’s page. These new tabs will only be available on jobs created since December. 

Additional Job Cost Reporting
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Scrap Material from Job Tracking

Operators can now scrap raw material from Job Tracking. There is now a dropdown to select whether the scrap is related to the raw material on the job or the item being made. Data entered here will pull through on the Job’s page and the material cost will use the unit value that is calculated when it is picked. 

Scrap Material from Job Tracking
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Stock Take Now Includes Valuation

Another highly requested feature! Our Stock Take feature will now allow you to edit inventory values on upload. There are new columns on the template to accommodate this, and can be adjusted for a particular lot or location of material.

Stock Take Now Includes Valuation
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Scheduling Through Downtimes

Operations will now be scheduled up until the point of scheduled downtime, to continue once the downtime period has ended. Previously, an operation would be scheduled to start after the downtime period was over. 

Scheduling Through Downtimes
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Acumatica Integration Updates

Our integration with Acumatica can now support custom invoice and PO numbers!

Acumatica Integration Updates
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Create New Vendor on POs

You can now add a new vendor when creating a purchase order! This will help you work more efficiently in adding new vendors when you need them. 

Create New Vendor on POs
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Jobs Page Notification Center

As a next step in our enhancement of the realtime notes feature, we’ve added a notification summary to the Jobs page. This will alert you to unread notifications for unread notes for jobs on the first page of the grid. 

Jobs Page Notification Center
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Restyled Packlists

We’ve updated the design of our packlist to match the other documents that you generate within Fulcrum! This will give your documents a consistent look throughout the full Fulcrum experience.


Restyled Packlists
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Grid Exports - Purchasing Planning and Demand Planning

Now you can export data from the Purchasing Planning and Demand Planning grids within Fulcrum. This data can help you to review historical data for purchasing and demand, and even track trends over time! The permissions for data downloads can be found in Business Setup > Permissions.


Grid Exports - Purchasing Planning and Demand Planning
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New Grid Downloads - CAPA and Inventory

As we continue to expand our data downloads throughout Fulcrum, we’ve added new download functionality to the CAPA and Inventory Transaction grid. These downloads allow you to work with your data outside of Fulcrum!

New Grid Downloads - CAPA and Inventory
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Create new customers on quotes and sales orders

Now you can add new customers directly from quotes or sales orders! This gives you more flexibility within Fulcrum and makes it easier to quote quickly. 

Create new customers on quotes and sales orders
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Preview Attachments on Quotes and Sales Orders

The quotes and sales orders will now show a preview of file attachments - including 3D renderings! 

Preview Attachments on Quotes and Sales Orders
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Permission to edit your own time management

Users will now be able to have permissions to edit only their own time management instead of only being able to edit all or nothing. This is broken up into either ability to edit all of your own time clocks or edit just your own job clocks. These permissions can be configured in Business Setup > Permissions.

Permission to edit your own time management
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Related records on customer page

The customer page now includes an associated records tab which will show the quotes and sales orders for the customer. This will help you see the sales history for your customers. 

Related records on customer page
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Job Cost Tab

We’ve added new job cost information to the jobs page which will let you see cost breakdowns for the full job, as well as line item breakdowns. 

Job Cost Tab
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Schedule Material Associations

The schedule now takes material associations into account at the operational level, rather than at the job level. Previously, jobs would not start until all material had been received, regardless of where the operation requiring the material fell. This will allow for increased efficiency for jobs to move through production. 

Schedule Material Associations
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Adjust the Quantity to Make when Printing Job Labels from Job Tracking

You can now adjust the quantity to make on job labels from Job Tracking. This is to accommodate continuous flow, so operators can print a label that travels with a subset of the total quantity to make.

Adjust the Quantity to Make when Printing Job Labels from Job Tracking
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Job Tracking UI Improvements

We’re continuing our work on improved picking in job tracking. Now, in job tracking we’ve added indicators to show if the correct amounts have been picked.

Job Tracking UI Improvements
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Job Specific Inventory

This has been a highly requested feature within Fulcrum! Now when a job has subcomponents, if the subcomponents are in stock they will be reserved for the job. An indicator will appear both on the item page. Additionally, you’ll see in job tracking if the inventory is reserved for another job it will have an indicator in the pick menu that the inventory is reserved. 

Job Specific Inventory
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Lot tracking defaults on all item creation

We’ve added a setting to automatically turn on lot tracking for all newly created items. When enabled, the item creation will have the Lot Tracking toggle turned on. Additionally, we’ve added the lot tracking toggle to items created on quotes and sales orders.  

Lot tracking defaults on all item creation
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Real time notes and unread status indicators

We’re enhancing our in-app notes to be real time. This allows for real-time communication to the shop floor. The notes are available through job tracking and the jobs page and will have indicators when new messages are received. This is a great feature to help save time and improve communications within your shop! 

Real time notes and unread status indicators
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Custom Addresses on Quotes and Sales Orders

You can now create single-use billing and shipping addresses on quotes and sales orders. 

Custom Addresses on Quotes and Sales Orders
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Dark custom colors for PDFs

We’ve added even more customization to Fulcrum documents! Now when a dark color is selected for the document the font will automatically change to white.

Dark custom colors for PDFs
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Material Missing Flag in Job Tracking

The job tracking operations list now includes a material missing flag when an operation does not have the material required to complete it. This will only apply when the material is specifically for an operation. Additionally, if multiple operations require the same material the flag will not appear until available material has been picked on one of the operations. 

Material Missing Flag in Job Tracking
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Import BOM/Routing from Another Item

This has been a highly requested feature! You’ll now be able to import routing steps and required items from another item’s BOM and routing. When you select a new item, you’ll see the additional steps added and can remove if needed.


Import BOM/Routing from Another Item
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Returns workflow

You can now manage customer returns through Fulcrum! You could already add a refund to the sales order, now when you are refunding an item, you can also indicate a return. This will create a receiving record for the item being returned. Check out the below video for a walkthrough of this new feature.

Returns workflow
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New Quotes Page

It’s finally here! We’re launching the updated quotes interface to match our previously updated sales order page. With the update, you’ll see a cleaner UI and improved performance on the page.  When adding items to a quote, you’ll be able to see related attachments and make changes to the BOM/routing. The new quotes page also features auto-save functionality. 

New Quotes Page
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View Own Time Management

We’ve added a setting that will allow users to view their own time management! Users can access this through Live > Time Management to view. 

View Own Time Management
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Line Item Discount Margins

If a discount is applied to a quote line item, the margin listed in the quote's KPI will update to account for the discount. The margin in the main pricing section will remain unaffected by discounts. 

Line Item Discount Margins
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Automatically add new equipment to shifts

This feature will automatically add new equipment to the department shift(s) of the relevant work center. If the department has multiple shifts, the equipment will add to each non-overlapping shift.

Automatically add new equipment to shifts
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Inventory transactions grid improvements

We’ve made some back-end performance improvements to the inventory transactions grid. 

Inventory transactions grid improvements
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Create rework for operations on a work order

Users will now be able to add rework for operations on work orders. The rework will be specific to individual jobs within the work order. The button is on the details tab under each job specific dropdown and is available as long as the job is not completed.

Create rework for operations on a work order
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New Grid Exports

As part of our continued work on data exports, you can now download data from the Work Order and Time Management grids.

New Grid Exports
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Capable to Promise

Quotes and Sales Orders are now able to produce estimated completion dates! This new feature will look at the availability of the schedule at that moment and produce estimated completion dates based on the priority level of the job - taking into account the BOM and routings for all items on the quote or sales order.


Capable to Promise
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Performance Improvements - Work Order Picking

We’ve done some work behind the scenes to improve the performance on work order picking. You should notice a faster experience when picking items for work orders.

Performance Improvements - Work Order Picking
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Job Tracking Operations List Updates

Users can now open and preview job attachments directly from the operations list in Job Tracking. Additionally, this list will now show the quantity to make and quantity completed. 

Job Tracking Operations List Updates
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Reporting Permissions

We’ve added permissions settings for existing reports and grid downloads. The permissions can be set at a page level. You can set the permissions in Business Setup > Permissions and then grant access by user role. 

Reporting Permissions
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In Process Tracking Report

You can now download a report with in process tracking data! This report will pull data from the previous year. The report can be downloaded directly from the jobs grid or from the Quality tab of a specific job. 

In Process Tracking Report
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Salesforce Integration

A new Salesforce integration is available. The integration allows the creation of sales orders or quotes in Fulcrum to create accounts and opportunities in Salesforce. 

Salesforce Integration
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Schedule Setting - Make Item Availability

This new setting for the schedule will take into account jobs that make subcomponents to stock when scheduling any jobs that consume them, and schedule accordingly. Operations that require a made to stock subcomponent will be scheduled after the expected completion date of enough required subcomponents. This is a schedule setting that can be enabled in Business Setup > System Data > Scheduling > Scheduler Settings.

Schedule Setting - Make Item Availability
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Adjust “To Make” Quantity from Pick Menu

This new feature will allow production to change the quantity of items to make from the pick menu in Job Tracking. This will automatically update the quantities that need to be picked. This allows for more flexibility and ease on the shop floor. 

Adjust “To Make” Quantity from Pick Menu
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Unschedule Operations in Freeze Window

Users with schedule editing permissions can now unschedule operations that are in the freeze window. This change applies to operations that are not currently running, and will allow them to be rescheduled. This feature gives you more control and helps you to have a more accurate schedule.

Unschedule Operations in Freeze Window
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Job Tracking Update

The details tab has had some design updates and now shows the quantity to be made. This update will make it easier for your production team to view the information they need. 

Job Tracking Update
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Performance Updates for Job Tracking

We’ve made performance improvements to the Pick All function in Job Tracking.

Performance Updates for Job Tracking
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Send All Related Attachments from Sales Order

We continue to improve our email feature! You can now include attachments from any related record when emailing a sales order. You already saw SO attachments as options when emailing – you will now also see attachments from any related record (jobs, items, etc.) to attach when sending the sales order.

Send All Related Attachments from Sales Order
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Refund Items

From the sales order you can now refund all line items, including taxes and fees. Previously, you could only refund the item, but you can now refund other costs for a smoother workflow.

Refund Items
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View Associated POs on Sales Order

You will now see Purchase Orders in the Associated Records of a Sales Order. This will help you to view all relevant POs for a SO to have a better understanding of their status, and to have better visibility overall into everything that impacts your Sales Order.

View Associated POs on Sales Order
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Updated Lead Time Options for Sales Orders

We’ve added more options to the lead time dropdown on quotes to fit your needs.

Updated Lead Time Options for Sales Orders
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Reopen a Job

Users will now be able to reopen jobs and operations that were recently closed! Previously when closing the last operation of a routing sequence, there was no way to reopen the job to continue or make adjustments from the job tracker. 

This ability will still have a few exceptions so that we can maintain costing and inventory transaction integrity. Basically, you can reopen a job if there hasn’t been a subsequent inventory transaction consuming the job that you’re attempting to reopen.

  1. Jobs specific to a sales order cannot be reopened if there have been any shipments against the item.
  2. For jobs not derived from a sales order, the job cannot be reopened if there have been any inventory events against the specific inventory, location, and lot since the job was completed.

Reopen a Job
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Job ‘Hold’ Status

We have added the option to put a job on hold from the status drop-down on the jobs page. When a job is placed on hold it will be pulled out of the scheduler and job tracker but will remain in the purchase and demand planning calculations.  

When you put a job on hold it updates the job's status and wipes the scheduled times for any operations that have not yet started (even if they are in the freeze window). Removing a hold puts the job back in its original status and allows those operations to be rescheduled on the next run.

Exceptions: job must be open and not in needs review status; no timers can currently be running for the job (paused timers are fine); no open operations can be part of a work order

Job ‘Hold’ Status
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Job Tracking Attachment Improvements

You can now render 3D images in Job Tracking that are not operation specific. Previously we required a direct association between the rendering and the operation within the BOM. Now you can render any 3D file stored on the job within the job tracker by clicking them in the attachment section of the job tracker like a normal image. 

We have also updated the default background image when you click into an operation. Priority will go 

  1. Operation rendering attachment
  2. Operation image
  3. Item attachment
  4. Job attachment

If the default background image is a CAD file, it will render automatically instead of having to click the thumbnail. 

Job Tracking Attachment Improvements
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Customer/vendor filters in the items grid

Filters for customers and vendors have been added to the items grid so users may now filter to be able to see all items with a certain specified customer or vendor. One example of a good use case for this is for easily finding all items from a specific vendor to be able to update costs.

Customer/vendor filters in the items grid
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Quality -> Scrap Report

One of our goals over the next few months is to add more visualization and decision-making tools to the quality data that we’re already capturing. This is a big step in that direction! 

This new scrap report allows you to see the amount and value of scrap over time by equipment or operator in a heatmap form so you can easily narrow in on problem areas.

You can access this under Quality > Scrap report.  This is rolling out slowly so if you don’t see it yet you will soon!

Quality -> Scrap Report
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Create NCR from Job Tracking

New functionality to Create an NCR from the job tracker. Once clicked the NCR will be created with the job with the following fields prepopulated:

  • Operation
  • Work Center
  • Department
  • Scheduled Equipment
  • Job
  • Any associated sales order/customer
  • Quantity made

New fields/changes to the NCR page:

  • Scheduled Equipment
  • Operator
  • Actual items available for the job (instead of free text field)
  • Customer is no longer a required field for NCRs

We are rolling this out slowly so if you don’t see it yet you will soon!

Create NCR from Job Tracking
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Performance Improvements: Job/Job Tracking

We have made a bunch of large speed improvements to the jobs page and job tracking. You should notice a much faster experience when loading the jobs log, completing final operations, adding items to inventory, and searching the job tracker.

Performance Improvements: Job/Job Tracking
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System Setting to Prevent Negative Picking

A commonly requested feature! We have added a setting that will prevent negative picking. When the setting is turned on, if the picked quantity input will result in a negative on-hand value, the pick button will be disabled. To turn on this feature go into System Data > Job Tracking Setup > Prevent Negative Picking.

System Setting to Prevent Negative Picking
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Ability to Rotate PDF’s

We have added the ability to rotate pdfs from directly within the job tracker. This function is already available for some of the other attachment types but was missing for PDFs. This will alleviate a big pain point for some of our operators.

Ability to Rotate PDF’s
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Minimum Production Quantity Updates

In the past, the minimum production quantity field did not influence the unit cost of an item. In some cases, there are cost savings when producing a higher quantity of an item if there are fixed costs that can be amortized across a higher quantity of units.

This new price will be reflected on the estimated costs on the BOM/Routing on quote, sales order, and items. This will allow you to have more accurate costs and reduce inflated pricing on items. You’ll also see a small note on the bom/routing cost breakdown indicating that a minimum production quantity is being used in the calculations.

Another thing to note with this change is that when an MPQ is set on an item and ‘make’ subcomponents used in that item will inherit the parent item MPQ unless the subcomponent already has an MPQ equal or greater to the parent.

Minimum Production Quantity Updates
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Pick Lot Location Sorted by On Hand Quantity

Now in the job tracker, when you pick materials the locations will sort by the quantity of on-hand inventory. This will make the lots/locations with the most available inventory show at the top which should help in our goal to eliminate negative picking.

Pick Lot Location Sorted by On Hand Quantity
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Customer Grid Downloads

The customer grid is now able to be exported! 

Customer Grid Downloads
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Drag-and-Drop Scheduling Updates

We’ve been working on some fixes to drag-and-drop scheduling to make it easier to use. Customers using drag-and-drop functionality will notice the following improvements: 

  • The current day will now show more consistently 
  • Previously, the “End of freeze window” indicator would sometimes appear multiple times for those using drag-and-drop in the scheduler - this has been resolved and the duplicates won’t show. 
  • It used to be difficult to drag and drop things from the past into the current day. The logic for this has been tightened up so this should generally be easier and more consistent.
Drag-and-Drop Scheduling Updates
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Shopify Integration Updates

There is now an option to create and mark invoices as paid alongside created sales orders! 

Shopify Integration Updates
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Custom PO PDF Title

Fulcrum obviously doesn't have a full RFQ module meaning most of you are likely managing RFQs outside of the system via email and other methods. We do plan to build out a robust RFQ feature in the future in order to kick off RFQs from the quoting process and elsewhere. 

In the meantime, we've added a somewhat 'hacky' way to utilize the Purchase Order module to send an RFQ. You can now customize the PO PDF so that if the PO is in a 'draft' state the PO PDF will actually say 'RFQ' in the header. 

Please note, there's no additional functionality on top of this to manage RFQs. You'll still need to go back and cancel/delete old draft POs (RFQs) in order to keep your data clean, but it should give some ability to manage this process inside of Fulcrum for those wanting to do so.

Custom PO PDF Title
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Shipstation Updates

There is now an option to create and schedule jobs when sales orders are created from ShipStation saving you clicks and time. This feature requires you to have the Auto-Create Jobs process app setting enabled.

Shipstation Updates
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Added Functionality when Editing Routing

Now you can select any equipment in the shop when editing the routing on the items, sales order and jobs page.

Added Functionality when Editing Routing
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Shipping Status Update

We have made some improvements to the shipping status so that it takes into account sales order ship by date and priority.

Previously, if there were 100 pieces in inventory available to ship and three sales orders needed 100 of that item, the shipping grid would show all three SO as ready to ship even though you really only had enough inventory to ship one. Now, the shipping status will take into account priority and ship by date, so that the only SO showing as ready to ship will be the one with the highest priority and closest ship-by date.

This should give your shipping team a clearer picture of what is ready to ship. We’ve also added tooltips, including one on the shipping status of records where there is technically enough inventory but it isn’t showing as ready because another shipment is higher priority.

Shipping Status Update
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In Process Tracking Hot Keys

You can now navigate through in-process tracking steps in job tracking using the arrow keys. This update allows you to move through the steps more quickly and efficiently.

In Process Tracking Hot Keys
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Purchasing Plan Upgrade

Another big revamp! We have updated the purchase planning grid to align with much of what you saw in the new Demand Planning Grid.

This upgraded page features the cleaner look and design and improved performance you’ve seen in other upgraded pages. You’ll notice new KPIs, better search and filter functionality, and more! The page will automatically sort to ‘Purchase Recommended’ to give you a high-level look at what items need to be purchased to meet demand and required minimums. A details panel will show what jobs are driving purchase recommendations and show you the expected on-hand supply for a given item.

New Functionality and Notable Changes

A call out for ‘timing issues'. Specifically, this KPI looks for any item in which there’s incoming supply but the receive date is after the expected need date of the item based on the schedule.

- A details panel displaying what jobs are driving the purchase recommendations as well as a graph that shows expected supply over time.

- Aggregate all POs from a given vendor and create them right from the Purchasing Planning page

- Top-level KPI’s to keep you on track of what’s needed


Purchasing Plan Upgrade
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Job Specific Inventory - Adjust inventory amounts prior to shipping

This will be available on the new Sales Order page only. With the new feature, you'll be able to move job inventory directly to real inventory once a job is completed (instead of waiting for it to be fully shipped with excess availability). When you do want to ship, you'd be able to ship from the location that this job inventory went to or if there are other jobs for this partline ship from that as well.

Job Specific Inventory - Adjust inventory amounts prior to shipping
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Export Purchase Order Data

We’ve added a new way to export purchasing data from Fulcrum! You’ll see a new button on the purchase order grid to allow exporting either an open PO report or your Grid Results. This exports an excel file of the current grid results (max 10k rows). If you have any filters applied to the grid, these will be applied to the exported results as well. We plan to continue to roll this type of data reporting/downloads out to other areas.

Export Purchase Order Data
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Sales Order Page Upgrade

This was a big effort to improve the UI of the Sales Order page. The new Sales Order page features a clearer look and design and improved performance. The upgrade allows for faster and easier data entry, condensed information, better visibility into job status, and overall more intuitive interactions. It will be rolling out to some early Beta group users this week and then gradually released from there. Let us know if you’re interested in opting in for an early release!

New Functionality and Notable Changes

Autosave: The Sales Order page will now autosave to prevent you from losing important data.

Visual Jobs Status: More information on the amount ordered, produced, and shipped per job from the SO page.


Ability to edit price/quantity/margins directly from a new summary grid.

  • We really wanted to optimize for a quick tab through style entry wherever possible. You’ll still have the ability to jump into a full detail view for an item but can also edit key data for the line item from the new summary area.
Sales Order Page Upgrade
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Shopify Custom Field Mapping for inventory Sync

More updates for Shopify customers! You can now sync Shopify inventory against custom field mappings instead of just the default of fulcrum number -> shopify sku.Let us know if you have any comments or questions!

Shopify Custom Field Mapping for inventory Sync
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Shipping from both SO job Inventory and Regular Inventory

Previously, when an item created on a job is associated to a sales order we lock in a few areas of shipping where we can no longer use regular inventory. This adjustment allows for shipping to pull from both regular and job inventory when an item is not custom. We'll also give an indication that there's a job pending when shipping and warn if a user tries to ship from inventory when there's an incomplete job associated. 

Customized items will still need to be shipped from the associated job.

Shipping from both SO job Inventory and Regular Inventory
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Customer Tier Pricing with Multi-Currency and Price Breaks

You can now define price breaks for customers at the tier level to be applied to all customers tagged to that tier.  Additionally, this feature now supports multi-currency!

Customer Tier Pricing with Multi-Currency and Price Breaks
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Negative Inventory Warnings

New negative inventory warnings! If the quantity input to pick from an item/location/lot in job tracking will result in a negative on-hand value, the pick button turns red (instead of the standard blue) as a visual warning that the pick will have negative consequences. This should bring more awareness to negative picking.

Negative Inventory Warnings
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Contact First Name Added to Email Template

You can now choose to include only the customer’s first name on email templates. While the contact's full name is still an option, being able to greet contacts using (only) their first name will allow for email templates that sound more personalized.

Contact First Name Added to Email Template
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Select All Operations on Create Work Order

New “Select All” button on the create Work Order grid which will speed up the work order creation process. This added button will allow you to add all operations based on the filtered grid data. To view this feature go to Work Orders > Create Work Orders and filter to an operation.

Select All Operations on Create Work Order
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Vendor/Customer Item Name Search from the Items Grid

You can now search on the items grid by the customer or vendor name for an item! This will make it easier to find items based on what the customer or vendor calls them.

Vendor/Customer Item Name Search from the Items Grid
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Archived and Draft Items in Demand Planning

By popular request, we have added the ability to filter by status on demand planning so you can see “active” vs. “archived” or “draft” items. By default, you will see all items but can filter to display items in a way that is most useful for you.

Archived and Draft Items in Demand Planning
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Persistent and Shareable Schedule Filters

The new functionality will allow you to customize your view of the schedule to match your workflow. You’ll be able to filter and create presets based on priority level, departments, work centers, and equipment. You will also be able to choose a default view that will be displayed anytime you go to the scheduler. 

All saved presets will be able to be shared/viewed by all your team members making it easier to collaborate. This is helpful to be able to segment and view a specific department's schedule. 

We’ll be gradually rolling this out over the next few weeks. So if you don’t see it next week in  your site, you’ll see it soon!

Persistent and Shareable Schedule Filters
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Increase Capacity for Label Printing

We’ve added functionality to labels printing to allow for more rows. We were previously limiting descriptions on the labels to 2-5 rows depending on the label. Now the limit will be determined by your label height. This should allow for significantly more description rows for medium and large labels.

Increase Capacity for Label Printing
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Company Filter on Sales Order Grid

You can now filter by company on the sales order grid making it easier to see all sales orders for one company!

Company Filter on Sales Order Grid
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