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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Additional Custom Item Label Options


The following fields have been added as options on the custom item labels:


- Tags


- Material shape, dimension, etc info as entered on the Item’s page


- Accounting codes
- Lot quantity on hand



If you would like to opt-in for Custom Item Labels, reply to this post. It will go live to everyone at midnight on September 18.

Additional Custom Item Label Options


Purchase Order Uploads

You can now import Purchase Orders into Fulcrum!


Purchase Order Uploads

Custom Item Labels

The first iteration of our updated Item labels will go out with limited fields (pictured below). It will be turned on for new customers during implementation and any customers who opt in. Reach out to your Customer Support Manager if you'd like this turned on for your site.


Custom Item Labels

Accessing Schedule Data via Public API

We've updated the jobs endpoint on the public API to show scheduler information.

The exact changes to the endpoints are as follows:

  • Scheduled start time, scheduled end time, and scheduled equipment ID added to the job item-to-make operation List/Read endpoints
  • Deprecated the status field in favor of statuses in the request body schema for job List endpoint so that more than 1 job status can be filtered for at a time. status is Scheduled for removal EOD 2023-10-31.
  • Added the hasIncompleteOperations parameter in the request body schema to the job List endpoint to filter for jobs with incomplete operations.

Customers who want to access the schedule information exactly as seen on the schedule page can pass the following request body into the jobs list endpoint:


{ "statuses": ["scheduled", "inProgress"], "hasIncompleteOperations": true}

Accessing Schedule Data via Public API

Quickbooks Desktop V3 Enhancement

Previously if you synced a PO item receipt in QBD and then reverted it and received it again an error would occur because Quickbooks saw it as a duplicate receipt. Now for those on Quickbooks Desktop V3, reverted receipts are tracked, maintaining an accurate 1:1 relationship and eliminating the error.

Quickbooks Desktop V3 Enhancement

Shopify Integration Enhancement

Syncing Shopify orders to Fulcrum has always been one and done. Recent changes to the integration enables syncing updates from Shopify to Fulcrum which are inclusive of refunds, removing line items, adding new line items, removing line items and updating line item prices/quantities. You can also enable syncing of cancellations/deletes. This can be turned on with a simple toggle on the Fulcrum integration page.

Shopify Integration Enhancement

Public API Enhancement

External references have been added all over sales orders so you can relate back a line item to their source system. This will allow users to write integrations into our environment with assurance they can equate line items from disparate systems.

Public API Enhancement

Tooltip for Pricing Source

To eliminate confusion and save users time, we have released a new feature that allows you to check the source of the price on a Sales Order or Quote by hovering over an info icon located next to the Pricing header. All you have to do is hover over the icon to see the associated pricing information!

There are currently three variations of what the info icon will display when hovered on:

- The pricing came directly from the added item. (Review the Item's Sales tab)

- The pricing came from the operations (Review the Operations for the item)

- The pricing is custom. (The price was changed from its source of origin)

A note that if the item that was added does not have any pricing data associated with it, then the icon will not appear on the Pricing field on the Quote or Sales Order. Previously, there was no indication where the pricing data on a Sales Order or Quote was pulled from, leaving users having to guess or check other pricing sources.

Tooltip for Pricing Source

Custom Fields from Jobs to POs

When you create a PO from a job or an Outside Process PO is created for a Job, any matching custom fields from the Job will automatically copy over to the PO.

Custom Fields from Jobs to POs

Displaying Operations on Required Items

This feature makes operation associations visible on required Items to make it easier for our users to manage these associations.

This small update brings with it some performance improvements for the front end BOM editor that will make it less likely to freeze the browser on the largest of BOMs.

Displaying Operations on Required Items

Jobs and Operations in Time Management

Users will now be able to update the job and operation a timer is associated with from the time management page. This is to make it easier to correct timers started for the wrong job/operation. Job costs will recalculate accordingly as with other time management adjustments.

Jobs and Operations in Time Management

Sales Order/Quote Invalid Flag

Users will now be prevented from moving forward with a Sales Order or Quote to other statuses if the order or quote is in an invalid state. You’ll now receive a warning icon that outlines what fields need to be updated in order to make the quote or order valid and move it through to the proper status.

  • What makes a Sales Order or Quote invalid?
  • An item has a quantity <=0
  • A price is negative
  • A required custom field is not filled out

While these requirements were all present before, they were not spelled out or visible to users. This gives users full insights into what fields may be missing for quicker fixes.

Sales Order/Quote Invalid Flag

Custom QR Code Size

With this update, you can control the size of the QR Code Size on Job labels by choosing how many pixels show.

Custom QR Code Size

Items Page Vendors Save

We’ve decided to expand on some of the changes that we’ve previously made to the Item vendors. You can now save your vendor to the Item without having to save the page again.

Additionally, we’ve released a bug fix for the top navigation bar on the Items page, which was occasionally not working when users clicked on it.

Items Page Vendors Save

Print Certifications When Shipping

To make it easier to pass on certifications, we’ve added the option to print certifications when shipping an order. A new "Certifications" button now appears next to "Pack List". This creates a PDF capturing certifications related to the sales order.

Print Certifications When Shipping

Displaying Order on Schedule Operation Cards

We now show the routing step number of an operation on the schedule. This can help those running the same operations on multiple steps of a job to easily see which card belongs to which routing step.

Displaying Order on Schedule Operation Cards

Custom Job Labels

Now you can create multiple custom job labels. Admins can customize job label fields and font sizes, similar to the receiving label capabilities. To make updates, go to Business Setup > System Data > Labels.

Custom Job Labels

Material Missing Visibility On Jobs Grid, Work Orders Grid and Scheduler

The jobs, work orders and scheduler pages will now flag any jobs/WOs/operations missing required subcomponents with the material missing tag. When you hover over the tag, you will be able to see the list of missing materials. A job/WO/operation is tagged as missing materials when the quantity required less any quantity picked exceeds the quantity available in inventory (availability is based on stock inventory plus reserved inventory earmarked for the job).

Material Missing Visibility On Jobs Grid, Work Orders Grid and Scheduler

Inline BOM Quantity Editing


You can now edit quantities of required items directly from the BOM parent view without opening the ‘Edit Items Modal’. This allows you to drag your items onto the BOM and edit quantity without having to open any modals. Editing will be disabled if you have a fixed quantity requirement or are using the "Creates X of parent" function.

Inline BOM Quantity Editing


Fulcrum in 4: Live Customer Portal, Job Labels, Audit Logs, & More

Join Josiah Bondy, Marketing Manager at Fulcrum, to see the latest enhancements to the system. The new updates fall into three main themes: a new way to connect with your customers, quality improvements, and upgrades to the user experience.

Fulcrum in 4: Live Customer Portal, Job Labels, Audit Logs, & More

Customer Portal

Connecting manufacturers is core to our mission at Fulcrum. As such, we’re excited to announce the initial version of our Customer Portal. This introduces a new way to build relationships and provide transparency to your customers by giving them secure access to live information about their orders.

What’s included:

  • The Info Your Customers Ask About. Order and Invoice Statuses, relevant dates, and line item details.
  • Secure and Easy Access. You control which customers have access and grant permission to individual orders/invoices separately. Your customers can log in using a basic link.
  • Administrator View. You’ll be able to see what your customers will see and be assured about what is visible.
  • Organized and Filterable Grids. The information can be searched and filtered similarly to your own grids, so customers can easily find the information they’re looking for.

Read more on our blog here or watch a YouTube video for a brief overview.

Customer Portal

Quickbooks Desktop V3 Enhancement: Customer Matching by Customer Name

QBD users will now have the option to match customers based on Company Name allowing more flexibility for customers who want to re-purpose the “Customer Name” field. You can turn this on with a toggle switch in the QBD V3 integration settings.

Quickbooks Desktop V3 Enhancement: Customer Matching by Customer Name

Quotes Closed Dates

Quotes will now have a Closed Date on the parent record. This field is read-only, and set once a quote is marked Won or Lost. If reverted to Draft, it gets blanked out. 

Using the grid exports will allow customers to more effectively analyze won/lost rates over time. A note that this will only affect quotes going forward.

Quotes Closed Dates

PO Info on Outside Processing Operations

In an effort to enhance production manager workflows, we’ve added the ability to view associated purchase orders (POs) for outside processing operations in the operations drill down on the Jobs page. Now, when you expand an outside processing operation, it reveals the key details of associated POs directly, eliminating the need to navigate to the PO page. This is the first step in a series of upcoming updates, all aimed at consolidating key information in one place.

PO Info on Outside Processing Operations

Sales Order Audit Log

We have updated the Sales Order System to track the basic changes made to a Sales Order,  including when the Status changes. This is the first step in creating a comprehensive log of Sales Order changes and enables us to easily monitor all historical changes made to a Sales Order.

You can view the log through a link under the Sales Order number with the text "Last modified by". The route to the log page is https://{ your-domain}/ui/salesorders/{ your-sales-order-id}/audit-log. The log view of Sales Order modifications will save valuable time and ensures accuracy in the Sales Orders workflow.

Sales Order Audit Log

System Data Updates for Tags

When updating Tags in System Data, if the Tag belongs to an Item's Category, Shape, Material, Grade, Accounting Code, Accounting Code 2, Gauge, or one of the different item Tags that can be added, the updated tags will now appear on the Items page. This will make it easier to update Tags without having to go to the Item page and manually re-select the updated tag.

System Data Updates for Tags

Vendor Updates for Items

In Items, you will now have the ability to delete vendors, even if they are associated with an item. If the vendor is used on items, you will be warned before continuing with the deletion process. If you decide to continue with deleting the vendor, the vendor details will be removed from any Items where it's referenced. This prevents any manual clean-up needed before deleting a vendor.


Vendor Updates for Items

Quotes Grid Improvements

The Quotes grid now allows users to have more flexibility when viewing Quotes! Previously users could only filter by Status, but we have added more filters and additional KPIs for ultimate flexibility. Now, Quotes can be filtered by Status, Priority, Sales Person, Value, Created Date, Expiration Date, Due Date, Customer, or Company. The KPIs at the top of the screen have been expanded as well to include Draft, Needs Approval, Approved, Sent, Won, and Lost.

Quotes Grid Improvements

Customized Inventory

Now you can manage customized inventory just like reserved inventory! Previously, customized inventory lacked visibility into the item’s progress and location details. With this update, you can see the customized items created on the items details page and have greater control over how it is processed.

Note: Customized inventory is excluded from any on-hand counts, and when picking or shipping requires a custom item, you will only be able to select that specific inventory location.

Customized Inventory

Location Protections

If a location is in use (meaning that there is inventory in it), a user will no longer be able to delete the location from the location editor. This is to help prevent inventory inaccuracies.

Location Protections

Integration Associated Records

The Associated Records grid on Quotes and Sales Orders will now show connected records from integrated systems. Right now, only Pipedrive and Quickbooks Desktop records are going to appear, with plans to show more over time.


Integration Associated Records

Infinite-Capacity Shifts

Now you can mark a shift as “unlimited capacity” which will replace the Max Simultaneous equipment option. This allows users to repurpose shifts to be something like ‘equipment schedules’, in case you want to only allow the use of certain equipment within a given time window (e.g., only use these machines M-F between 8-5) without otherwise constraining how many machines can be given a time. This is especially useful when the machines attached to the shift have unlimited capacity, themselves since the shift will then not artificially constrain how many operations can go on the machine at once.

Infinite-Capacity Shifts

Edit Job Quantity

With this update, you now can make changes to quantities for in-process jobs. Hitting the “Edit Quantity” button will put the page in “edit mode”, allowing you to update the quantity to make for the total job and/or its subcomponents after the job has been approved (up until it is complete).

A few caveats for which jobs will have the button available:

  • The job must have been approved in the past couple of weeks (jobs approved before then don’t have the necessary info in their records to support editing quantities)
  • Currently, Edit Quantity is unavailable for jobs in work orders, with fixed BOM materials, or split operations.
Edit Job Quantity

Fulcrum in 4: June 20

Join Emily Lupico, Product Manager at Fulcrum, in our latest Fulcrum in 4, where we discuss recent Fulcrum updates. These enhancements revolve around two main themes: our Autoschedule and general product improvements. As a focal point of our platform, the Autoschedule is instrumental in driving efficiency for our customers. Emily takes you through editing the due date and priority level directly in the production scheduler, changes to downtime visibility, a new alert for a stale schedule, and incorporated continuous flow details inside the operation cards.

Finally, we'll explore the Equipment Utilization Report, updated with new filters for better insight into the efficiency of each piece of equipment, thereby helping you understand and manage capacity better.

Fulcrum in 4: June 20

Autoschedule Continuous Flow

All jobs which have the 'continuous flow' checkbox enabled on their routings will now have their operations overlap in the scheduler. 
This will only happen when the operations fit into the restrictions outlined in the outside processing. Operations in a process group, for outside processing, or those with fixed run times (not per-unit) will not be allowed to overlap. All other operations on a job with continuous flow checked will overlap. This is a simple version of continuous flow we will continue to make adjustments to improve.


Autoschedule Continuous Flow

BOM Importer

You can now upload your Bill of Materials (BOM) with our new BOM Importer. This release includes the ability to import a line item from the BOM during the Sales Order or Quote workflow. Users who have "Edit Item" permissions will be able to use this feature. This will eliminate some manual data entry and make creating BOM and Routings easier. We plan to continue to add additional functionality to the BOM Import over time.


BOM Importer

Vendor Check

A check was added to see if a vendor is used on items before allowing the user to delete that vendor. It will also tell you how many items the vendor is being used on. This will eliminate issues caused when PO's are made for deleted vendors. Additionally, a banner was added to the top of the page for deleted vendors that allows users to more clearly tell if the vendor was deleted. If a vendor was deleted, you can now hit “Restore” and it will become available again.

Vendor Check

Quote to Sales Order: Line Item Transfer

You can now seamlessly transfer specific line items from a Quote to a new Sales Order, giving you more control over the items you want to include. This update will help you save valuable time and eliminate unnecessary line item deletions during the Sales Order creation process. Just pick the desired line items from the Quote that you want to go to a new Sales Order.

To do this, open a quote, set the status of the quote to "Won" and elect to convert the quote to a sales order. A new dialog window will appear listing all the line items on the quote. Each line item will be selected by default. Click on the switch next to the line item to unselect it.

You can convert the quote to a Sales Order as many times as you wish even after the quote is won.

Quote to Sales Order: Line Item Transfer

Previous Orders Grid on Quote Line Items

Similar to the Sales area of Fulcrum, you'll now be able to see previous orders in Quoting.

Previous Orders Grid on Quote Line Items

Faster Shipping Page Loading

Shipping in Fulcrum draws in a lot of different types of data and is constantly updating from Sales to the Warehouse. To help your workflows move even faster, we’ve made a series of improvements to the processing and display of shipping records. Specific results will depend on how you use the system, but in our testing with live customer data we’ve seen speed increase by up to 90%.

Faster Shipping Page Loading

Autoschedule Downtime Update

Now you can see placeholders on your schedule where there is upcoming downtime. For details on downtime, simply click on the card and you’ll see the timing and work center details. When multiple downtimes overlap, the schedule will show the full duration from the earliest start time to the latest end time. Click the card when there’s overlapping downtimes to see the details broken out for each time slot individually.

Autoschedule Downtime Update

Pending Schedule Alerts

We’ve updated the level of detail for alerts shown in pending schedules to indicate when a schedule has issues, unscheduled changes, or is ready to be scheduled. These updates will allow users to more easily see in advance what is preventing a job from being scheduled.

Pending Schedule Alerts

Scheduled Job Priority and Due Date: Easy Edit

For users with job edit permissions, you can now click on the priority or due date fields of a job operation card and edit those properties of the associated job. Note this applies to jobs that are not associated with work orders.

Scheduled Job Priority and Due Date: Easy Edit

Item Vendor Details and Vendor Price Updates from BOM

We’ve added a couple of features to the BOM editor to make quoting and updating buy item prices more convenient for our customers: When you click on the cost number for buy items in a BOM, the cost breakdown modal pops up and will now also show a vendor grid for that buy item. From this grid, you can edit vendor pricing or add new vendors and immediately see the cost of the buy item updated on the BOM! That means you no longer need to hop between the Item page for that buy item, update vendor information, go back to the Quote or Sales Order BOM and re-add the item to get the updated cost.There is a new 'Refresh Costs'  button added to the BOM to allow user to refresh the costs in the BOM in case a vendor price or other cost has changed outside the BOM since the BOM was created.

Item Vendor Details and Vendor Price Updates from BOM

Expanded Quote and Sales Order Custom Field Mapping

If you set up a custom field with the same type and name on an Item, Quote Part Line Item, and Sales Order Line Item, the value set for the custom field on the item page will now be carried over to the Quote or SO anytime this item is added to those documents.

  • The mappings today include the following, with more to follow:
  • Item -> Quote Line Item
  • Item -> SO Line Item
  • Quote -> SO
  • Quote Line Item -> SO Line Item
  • SO Line Item -> Job

Expanded Quote and Sales Order Custom Field Mapping

Updated Filters on Equipment Utilization Report

We’ve made some improvements to the Equipment Utilization Report to give you more options to customize how you view the report.

Updates include:

  • Display Filter: Group information by day, week, month, or year.
  • Date Range Filter: Select specific time periods.
  • Department Filter: Tailor your view by departments.
  • Sorting: Sort by utilization or equipment name.
  • Downloadable Reports: Download reports with selected filters intact.
  • New KPI: Track Average Equipment Utilization (current year to date)
Updated Filters on Equipment Utilization Report

Menu Accessibility Feature

It can be difficult to navigate to the right menu option on the Fulcrum page without having the menu itself close. So, we’ve introduced a new keyboard shortcut: ⌘U or Ctrl+U ⌘. or Ctrl+. (that's a period after the modifier). This shortcut will open the navigation bar and keep it open until the user closes it using the same command.

A few notes about this feature: This shortcut is not preserved between sessions and is closed when crossing the Blazor/Angular divide. Additionally, it behaves exactly like the current menu in that it will cover up some material. We will continue working to improve this functionality over time.

Menu Accessibility Feature

Item Unit Cost Summary

The Item Summary tab on the Job Cost report has been repurposed. Previously, it showed the sum of all job values related to that item, which was not a frequently used metric. We’ve updated the system so that it now shows the average unit cost information for each item instead.

This helps you understand, in the time frame selected, what you are estimating it will cost to make an item vs what it is actually costing you, and what is driving that variance (which could be labor, material, outside processing, machine costs, etc). The default summary shows the item rollup and the job breakout so that you can see if any particular job is skewing the data.

Item Unit Cost Summary

Detailed Cost Breakdown for Buy Items

We’ve added new details for the cost of raw materials listed in the BOM & Routing cost breakdown. You’ll now see piece counts and their distinct costs which will highlight variance from the materials from inventory or vendors.

This breakdown can be see through the Total Cost link on a buy item.

Detailed Cost Breakdown for Buy Items

Fulcrum in 4: May 19

Fulcrum Product Manager, Emily Ujifusa, shows us around recent updates to some of the most popular areas of Fulcrum, including:

  • Sales Order Bar Graph Filtering
  • Sales Order Status Deep Dive
  • Increased Operation Progress Visibility
  • Throughput, Equipment Utilization, Makespan, and Dwell Time Reporting
  • Ease of Use Improvements to Job Tracking
  • Data Import Templates and Uploads
Fulcrum in 4: May 19

Updated Operations Details for Jobs

In addition to an updated look and feel, the Operations Progress section now provides a couple of additional data points: the planned and actual time, as well as the planned and completed quantity. You can see these updates on each Job.

Updated Operations Details for Jobs

Open Operations Added to Latest Job Activity Report

The Open Operations Tab shows one row per open operation that gives status, quantity, and scheduling details. This gives production managers key info on everything that needs to be worked in one place.

Open Operations Added to Latest Job Activity Report

Sales Order Invoice Actions

We’ve updated the Sales Order Status page for invoices, and you can now use all the same actions that can be used from the Invoicing Grid on the SO Status page. You can create, follow-up, issue, deposit, and view invoices right from the Sales Order Status page without having to navigate elsewhere.

Sales Order Invoice Actions

Choose Payment Terms on Invoice

If an Invoice was created without any Payment Terms, you can now select “Payment Terms” to easily update and recreate the Invoice.

If no payment terms were selected at the time of Invoice Creation, there will now be “Edit Payment Terms” text to indicate a selection of payment terms. If payment terms already exist in your system, you can edit them and remove their name and due dates, save, and then you will be presented with 'Edit Payment Terms' text to get the lookup modal for payment terms again. A note that this will only be visible when the Invoice can still be edited. If the Invoice has already been issued, you will not see the Edit text.

Choose Payment Terms on Invoice

Makespan & Dwell Time

Makespan & Dwell Time reporting gives you a high-level view of your jobs’ active processing times and idle times, helping you to identify bottlenecks over time. The data shown populates when a job is completed and accounts for any time adjustments. To see a single month’s average makespan and dwell time, click on the bar of the corresponding month.

Makespan is the duration of a job, from the first clock into a job to when it’s completed.

Dwell Time is the total downtime within Makespan when a job has no operation running.

Makespan & Dwell Time

Job Tracking: Expanded Operator Visibility and Communication

We’ve redesigned the Job Tracking panel to help keep the right information at your fingertips:

A) Recent gives you a quick overview of everything you’ve been working on.

B) @Mentions help show you any time someone else mentions you in a note.

C) Notes gives you an easy way to keep up with new messages on jobs you’ve worked on.

D) Review Timer History or Sign Out by opening the three dot menu.

Job Tracking: Expanded Operator Visibility and Communication

Throughput Reporting Update: Monthly Lookback and More

We've introduced several enhancements to the throughput report:

1. You can now click select any of the months on the Year-To-Date chart to show details for that month (instead of the current month) in the KPIs and chart to the left.

2. Last-year comparison has been added for the selected month's Total Throughput KPI.

3. You can export month summaries for each month, this year and last year.

Throughput Reporting Update: Monthly Lookback and More

Additional Custom Field Mappings for QuickBooks Online

For customers using QuickBooks Online integrated with Fulcrum, we’ve added several more custom fields. For purchase order syncing, you can now map the Fulcrum Jobs to a custom field in Quickbooks. For invoice syncing, you can now map Fulcrum Packlist Number and Fulcrum Quote Number to a custom field in QuickBooks. The new fields can be configured in the QuickBooks settings page.

Additional Custom Field Mappings for QuickBooks Online

Shipment: Reserved Status and Prioritization

Now you can set how reserved inventory generates the shipment status in System Data!  This is a helpful update for those who rely on reserved inventory. When this setting is on, shipment statuses will exclusively use the inventory reserved for that sales order to generate shipment status. When off, shipment statuses will be generated the same as stock items, marking those with the highest priority as ready first, followed by those with the earliest ship by dates.

Shipment: Reserved Status and Prioritization

Accounting Code Descriptions

You can now set up Accounting Code Descriptions in System Data > Tags for the 'Item Accounting Codes' category. Descriptions set up here will be available when picking an accounting code for an item on the Items page, Sales Order, Quote, Purchase Order, and Invoice.

Accounting Code Descriptions

Sales Order Graph

The 'Sales Order Value by Status' graph on the Sales Order grid was updated to be more interactive and dynamic. You can now click into the different datasets and filter the grid based on the status and time frame selected on the graph.

Sales Order Graph

Job Tracking Filter Presets

Now you can generate and save filters in Job Tracking for yourself or team members. When a user logs in, the filters apply automatically so your team can see exactly what they need to work on. The “Create Filters” permissions in Business Setup enables users to create job tracking filters for other users.


Job Tracking Filter Presets

Attachments for Associated Records

You can now select “Attach to Associated Records” to have files from Sales Orders also appear on associated records including Quotes, Jobs, Shipping records and more.

Attachments for Associated Records

Purchase Order API Updates

You can now change a single field on the PO in the API without having to send the entire PO. Users can now also pull in an entire list of line items on the PO in summary format instead of having to call each line item separately.

Purchase Order API Updates

Cost Breakdown Refresh Button

On any Sales Order or Quote, a cost breakdown is calculated when an Item is added or the quantity is updated. This cost breakdown will not reflect changes to material costs that happen in between adding the line item to the SO and receiving new material at a different cost in inventory. If this were calculated with every material cost change across large BOMs, it would potentially slow down the system for some users. Knowing the true real-time cost breakdown is important of course, so we added the Refresh button. This will pull all the latest cost information while not slowing down performance.

Cost Breakdown Refresh Button

Upload Updates: Business Setup, Items, Vendors, Sales Orders, Customers

We’re excited to bring you a new way to import data into Fulcrum! As you may have seen during implementations, data templates are a helpful way to organize and import data into Fulcrum. In this update we've expanded the functionality and visibility of the upload process in your Business Setup. We have several templates available, including Business Setup, Items, Vendors, Customers, and Sales Orders.

Upload Updates: Business Setup, Items, Vendors, Sales Orders, Customers

Default Fees

You can now add and modify default fees within your Sales setup. (A) Simply set the name, description, currency, tax, and accounting codes and you'll see the default options when adding a fee on a Quote or Sales Order. (B) Note that you'll only see fees that match the currency. You can override anything you want on the fly too, so if the fee amount saved in system data isn't what you want for this particular order, you can update it on the order but leave the default as is.

Default Fees

Stop All Timer

Remembering to stop Job Tracking timers can get overlooked at the end of a long day. To help, we added a "Stop All" button on Real Time Personnel that lets you bulk-stop all setup and labor timers. This is the latest update for several upgrades to make job tracking even more seamless in your workflows.

Stop All Timer

New Report: Shop Throughput

The new Shop Throughput report shows monthly totals and averages for throughput as well as the number of jobs completed. You can see month-to-month trends, and this report is interactive, so you can click on a month and get a breakdown of what was Started, Added, Completed, and Ending in that month.

For current Fulcrum customers, contact your Launch or Customer Success Manager to turn on this report.

New Report: Shop Throughput

Jobs Details at a Glance: Operations, Items Completed, and Status Updates

From the list of Jobs we've added three critical pieces of information at a glance. First, you can now see which operation a job is on, as well as a count of how many operations are finished compared to the total operations. Second, you'll see the quantity of items completed on each job compared to the total needed. Third, the status bar now shows how many hours a job has been worked on, the percentage complete, and the total hours from the estimate.

All of this data is pulled live from job tracking so you'll have a current view of what's happening, now with even more critical data in one view.

Jobs Details at a Glance: Operations, Items Completed, and Status Updates

Sales Order Status Details

The new Sales Order Status tab provides a full interactive view of any records associated with your Sales Orders. See the progress of associated jobs, whether purchase orders have been received or late, whether invoices have been issued or paid, and shipping status all in one intuitive place.

Sales Order Status Details

Certificate Uploads on Items

Now in addition to adding certificates for items as they are received, you can add certs directly to Items. You'll now have the option to add a cert to an existing lot from the item's page directly, or create a Purchase Order and add the cert when the item is received.

Certificate Uploads on Items

Equipment Utilization Heat Map

The new Equipment Utilization heat map view gives you a live, clear visualization of how much a piece of equipment is being used. This report is included in an expanded reports section of Production in Fulcrum.

Equipment Utilization Heat Map

Fulcrum in 4: April 17

Key focuses here: ease-of-use, quality, and reporting! In this edition of "Fulcrum in 4," Product Director Alex Troesch walks us through all that's new, including: 

  • Outside Processing Purchasing Planning
  • Custom Fields on Labels
  • Inventory Value Report
  • Item Audit Logs
  • Sales Orders Live Reports
  • Drag and Drop BOM & Routing
  • User @ Mentions in Chat

Fulcrum in 4: April 17

User @ Mentions in Chat

Now you can make your chat and notes in Fulcrum even more conversational with @ mentions. When adding a note in the Job Tracker, simply type @ and the user's name, select the person you want to tag and enter your message. The person that is tagged will see the mention count in Job Tracking (A) and in the Jobs view (B).

User @ Mentions in Chat

Drag and Drop BOM & Routing

Creating and updating BOM & Routing just got easier! Now you can search for items and operations and drag them directly into the BOM & Routing editor. You can also drag and drop to re-order operations and update  When you save, your costs and material availability summaries will update too.

Drag and Drop BOM & Routing

Sales Order Key Metrics and Graphs

The updated key metrics for Sales Orders show your top customers and sales people by dollars sold. We've also added an at-a-glace view of your Sales Order value and status for upcoming months.

Sales Order Key Metrics and Graphs

Item Audit Logs

With new Item Audit Logs, you can now review the changes made to any Item, including who made the change, what was changed, and when. Please note that at this time, we are capturing audit data with technical bits of code in them as well, so work with your Launch or Customer Success Manager if you need help translating what you see.

Item Audit Logs

Outside Processing Purchasing Planning

We've added a new Purchasing Planning view for Outside Processing. The extends the seamless workflows and visibility from purchasing planning throughout other areas of Fulcrum to purchase smarter and faster. The grid will have filtering and KPIs to help you drill in to actionable items.

Outside Processing Purchasing Planning

Latest Job Activity Report

This is a report download that lives under the data dropdown on the jobs grid. It has one row for each job (in scheduled, in progress, or hold status) and gives some basic job details as well as the latest activity logged for that job and a timestamp. This will download all open jobs in alpha-numeric order.


Latest Job Activity Report

Inventory Value Report

This new report is located under the Items & Inventory tab as “Inventory Value Report” and it will be able to pull the inventory values for any specified items at a specified date using inventory events. If no items or date are specified, the report will pull values for all items on the current date.


Inventory Value Report

Customized Receiving Labels

You can now configure the labels that are generated at receiving. In System Data -> Label -> Receiving Label, you’ll see label variables like item name, description, job name, quantity, and more (A). You can also refine parameters including font size, bold text, and if the QR code should show (B). These labels are currently available for receiving from purchase orders.


Customized Receiving Labels

Sales Order Reserved Inventory

As a continuation of our rollout of job specific inventory, we've changed the way that inventory specific to sales orders is handled. It will now be treated as regular inventory, with a lot number automatically generated to distinguish it. This inventory will also have tags showing that it is reserved for a specific SO, and the tags will appear on shipping and picking.


Sales Order Reserved Inventory

Item Name Changes

You’ll notice that item name changes are no longer possible in Fulcrum. Previously, you could change the name, but the updated name wouldn’t carry through to other areas. Going forward, we’ll be updating item edit functionality to provide more flexibility and continuity.

Item Name Changes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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