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November
14
,
2022
Production

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
Article ->
November
14
,
2022
Production

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
Article ->
November
14
,
2022
Warehouse

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
Article ->
November
7
,
2022
Sales

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
Article ->
November
7
,
2022
Purchasing

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
Article ->
November
7
,
2022
Purchasing

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
Article ->
November
7
,
2022
Sales

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
Article ->
November
7
,
2022
System

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
Article ->
October
31
,
2022
Production

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
Article ->
October
31
,
2022
Sales

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
Article ->
October
24
,
2022
Production

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
Article ->
October
24
,
2022
Production

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
Article ->
October
24
,
2022
System

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
Article ->
October
17
,
2022
Production

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
Article ->
October
17
,
2022
Production

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
Article ->
October
10
,
2022
Production

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
Article ->
October
10
,
2022
Sales

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
Article ->
October
10
,
2022
System

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
Article ->
October
3
,
2022
System

Customer Pricing Tiers

We’ve added a large new feature to allow for additional pricing strategies! With our new customer pricing groups (tiers), you’ll be able to set up groups or tiers of customers and assign them different pricing or discounts. This will allow you to set discounts or item-specific pricing by group (rather than by individual customer).

You’ll be able to view this feature on the Customer page. We are slowly rolling this out so if you don’t see it yet, you will soon. Reach out to your launch or success manager to learn more.

Customer Pricing Tiers
Article ->
October
3
,
2022
System

Set Fulfillment Status on Shopify Orders

Now your orders can now be automatically marked as fulfilled in Shopify based on the Fulcrum shipping status. With this feature, once a sales order in Fulcrum is marked as ‘fully shipped’, the associated order in Shopify will be set to ‘fulfilled’. This eliminates clicks and allows any additional non-Fulcrum Shopify integrations to be triggered.

To turn this on go to Business Setup > System Data > Integrations > Shopify to turn on this feature.

Set Fulfillment Status on Shopify Orders
Article ->
October
3
,
2022
System
Accounting

Default Price Breaks and Lead Times on Outside Processing Operations

You can now set up default vendors, price breaks, lead times, and accounting codes on outside processes. This will allow for more accurate quoting for oustide processing operations with fewer steps. By setting this information at the business setting level, the defaults will automatically pull through when a routing step is added. To use this feature go to Business Setup > System Data > Operations and select an outside process operation to add defaults.

Default Price Breaks and Lead Times on Outside Processing Operations
Article ->
October
3
,
2022
Production

Update to Cancelled Jobs View

On the Jobs page, you will now be able to view information for canceled jobs. This includes in-process tracking, scrap, and job costing data. This will allow you to review information about canceled jobs along with your other jobs.

Update to Cancelled Jobs View
Article ->
September
26
,
2022
Production

Shopify Integration Update

You can now set your Shopify integration to immediately sync inventory changes in On-Hand and Available from Fulcrum to your Shopify store. A faster, real time update will ensure items show in/out of stock to your shoppers as soon as inventory levels change. To take advantage of this change, go to your Shopify settings in Business Setup.

Shopify Integration Update
Article ->
September
26
,
2022
Sales

Editing Sales Orders in-Progress

To provide more flexibility to sales orders as details change in progress, we added functionality that allows you to edit and delete more line items like discounts, fees, and taxes.

Editing Sales Orders in-Progress
Article ->
September
26
,
2022
Production

Search the Job Tracker By Customer

You can now search the job tracker by customer! Similar to the search functions for jobs, we expanded to the ability to search with in Job Tracking. This makes it easier for you to locate a job or operation by the customer name.

Search the Job Tracker By Customer
Article ->
September
26
,
2022
Sales

Default Deposit Settings on Customers

You can now set default deposit settings for customers including if a deposit is required or not, % vs. $, the amount and the deposit accounting code. This allows you to set a default deposit requirement on a customer and have it carry over to any sales order for that customer. You can access this feature on the customer details page.

Default Deposit Settings on Customers
Article ->
September
26
,
2022
System

Default CC and BCC Email Addresses

You can now set default CC and BCC recipients for your emails, specific to each module (i.e., invoices and quotes could have different CC/BCC recipients). These can be set in Business Setup >System Data> PDFs & Email. Email addresses entered here will show up automatically when you send an email from Fulcrum.

Default CC and BCC Email Addresses
Article ->
September
26
,
2022
Accounting

Integration Error Notifications

Never miss a sync issue. You will now get integration notifications on invoicing and purchase order grids. This allows you to view all records impacted and resync all at once, right from the grid.

Integration Error Notifications
Article ->
September
26
,
2022
Warehouse

Download Packlists and Attachments from the Shipping Grid

Now you can bulk print and download packlists and shipping attachments right from the shipping grid. This is especially helpful for customers who mass download or print other documents associated with shipments. It will download all attachments on the shipping record. 

Downloaded file names include shipping ID, customer, date, and attachment name, making it easy for you to sort the folder once downloaded. You'll be able to print multiple packlists at once, right from the grid. In addition to printing for previous shipments, you'll be able to print for shipments that are saved but not yet marked shipped.

Download Packlists and Attachments from the Shipping Grid
Article ->
September
26
,
2022
Production

Demand Planning Upgrade

Improved Demand Planning! This upgrade has been a huge effort toward optimizing the current algorithm, speeding up queries, adding new functionality, and making all data much clearer.

What to Expect:

The upgrade includes a cleaner look-and-feel, with improved performance. Expect new KPIs, improved search, and filters. Items on the grid will be automatically flagged as “finished good,” “subcomponent,” or both to help you prioritize your job creation. The grid automatically sorts to “production recommended,” giving you a high-level view of what items have demand. Demand is calculated using quantity on hand, required minimums, sales orders, and incoming POs. A details panel shows you where demand came from and a graph that shows expected supply over time.

New Functionality:

  • See what drives demand and view a graph of expected supply over time.
  • Custom items are now included in demand planning and will be shown as a separate row. Use demand planning to create custom jobs from sales orders. Or, if you have auto-generate jobs from sales orders workflow turned on, demand planning helps you double-check that nothing was missed.
  • Create multiple jobs for one item.
Demand Planning Upgrade
Article ->
September
26
,
2022
Production

Items Grid Upgrade

This has been coming for a while and we are so excited for you to use it! The upgrade includes a cleaner look (one line per item, clickable KPIs), better functionality (easier to view all sources of demand and edit inventory), and improved performance.

A new side panel gives you visibility into further item details and a new inventory adjustment component for quick inventory changes without leaving the page. New filter options include tags, locations, and whether the item has expired inventory and the entire grid is searchable. All these features were added to make it easier for you to see and edit your items.

Items Grid Upgrade
Article ->
August
22
,
2022
Accounting

New Field Added to Invoice Summary Report

We've added a new field to the Invoice Summary Report so that you can now see the total with tax added.

New Field Added to Invoice Summary Report
Article ->
August
22
,
2022
Accounting
Purchasing

Quickbooks Online Integration Sync Updates

One of our most requested features! Our Quickbooks Online integration will now sync updates to POs and Invoices when the price has been changed in Fulcrum. This means that changes made will sync into QBO when changes are made, simplifying your workflow. Previously, price changes would need to be made in both Fulcrum and QBO independently. To turn on this setting, go into your integrations settings (Business Setup > System Data > Integrations). This new setting will only apply to POs and Invoices created after the feature has been turned on.

Quickbooks Online Integration Sync Updates
Article ->
August
8
,
2022
Warehouse

Inventory Adjustment Notes

Now you can add a note when doing an inventory adjustment. This will give you additional visibility and records on inventory transactions and adjustments in the items page.

Inventory Adjustment Notes
Article ->
August
1
,
2022
Production

Real-Time and Scheduler Performance Enhancements

We've made some back-end improvements to the loading speeds on both the Real Time Operations Report and Scheduler. Additionally, improvements were made to the overall performance of the schedule. These updates will provide you with quicker load times so that you can get the information you need faster.

Real-Time and Scheduler Performance Enhancements
Article ->
July
29
,
2022
Sales
Purchasing

Improved Form Designs

Similar to our work on the grids throughout Fulcrum, we’re also working on updates to our forms that you’ll start to see throughout the site. This month we rolled out a fresh vendor and customer forms. Expect improved performance, zero ‘time-outs’, cleaner interfaces, as well as changes to optimize for fewer clicks.

Improved Form Designs
Article ->
July
29
,
2022
Production
Warehouse

Partial Receiving of Outside Processing Items

You can now partially receive items from outside processing to be added to inventory immediately, and can be used on the job. Before this update, partially received items weren’t accounted for in inventory and weren’t available to be used on a job. Now you’ll be able to begin work on a job while awaiting the remaining items.

Partial Receiving of Outside Processing Items
Article ->
July
29
,
2022
Sales
Accounting

Credit Limit Warnings

When creating sales orders, you can now see the customer’s outstanding balance and receive a warning when the sales order is sent and will push them over their set credit limit. This new warning will help everyone on your team have better visibility into your customers’ current standing when taking on new orders. 

Credit Limit Warnings
Article ->
July
29
,
2022
Production

Print Labels from Job Tracking

We’ve added the ability to print both raw material and job labels directly from Job Tracking. This will allow your operators to re-label materials that go back on the shelf when unused, as well as label items that are for a specific job so that you’ll always know what’s been made. 

Print Labels from Job Tracking
Article ->
July
29
,
2022
Production

Additional Options for NCRs

We’ve added options for Returns and Warranty as NCR types to give better visibility and help you track these processes within your shop.

Additional Options for NCRs
Article ->
July
29
,
2022
Sales
Purchasing
Accounting
Warehouse

Add Default Email Addresses to PDFs

We’ve added more options for the email addresses that show up on PDFs generated throughout Fulcrum, including Quotes, Sales Orders, Purchase Orders, Pack Lists and Certifications. You can have the email default to the creator of the document, or add a different default email address. To configure, go to Business Setup > System Data > PDFs & Email, select the template you’d like to update and choose an option from the dropdown menu.

Add Default Email Addresses to PDFs
Article ->
July
29
,
2022
Production

More Job Log Details

We’ve added even more data to the job log. Now the job log will capture status changes, as well as who changed the status and when the change was made. This will give you more visibility as the job progresses and once it is completed. 

More Job Log Details
Article ->
July
29
,
2022
Production

View Quantities in Real Time Operations

The Real Time Operations Grid now shows you quantity completed and quantity required for the job. Now you can use this data to compare with the timer and gauge progress.

View Quantities in Real Time Operations
Article ->
July
29
,
2022
Warehouse

Shopify Integration Updates

We’ve added more customization options to our Shopify integrations. You can choose to use “Available” rather than “On-hand” inventory when updating your Shopify inventory. Additionally, if you have multiple Shopify stores, you can choose to update each store separately using Fulcrum inventory locations. Both of these settings can be configured in your Shopify integration page. 

Shopify Integration Updates
Article ->
July
29
,
2022
Warehouse

ShipStation Integration Updates

We’ve added new settings to our ShipStation integration to allow you to specify the status of a sales order when creating via ShipStation. Now you can also mark sales orders complete after fully shipping them via webhook.

ShipStation Integration Updates
Article ->
July
29
,
2022
Sales
Production

Updating Sales Orders

We know that your customer’s often make changes to orders after they’re in progress. To make this easier for you to manage, we’ve added the ability to make changes to sales order line items after the order has been marked sent, as long as no job is associated with the items being removed. Now you can remove the item from the sales order or make changes as needed to the BOM and routing and then add it back to the sales order. The other option would be to make changes at the job level or delete the job and re-create it.

Updating Sales Orders
Article ->
July
28
,
2022
Warehouse
Purchasing
Production

More Updated Grids

As you saw in our last update, we’ve been rolling out updated grids throughout the site. This month we redesigned four more grids – NCR, CAPA, Receiving and Purchase Order grids. Expect improved performance, zero ‘time-outs’, cleaner interfaces, advanced filtering, and new key performance indicators at the top.

More Updated Grids
Article ->
July
18
,
2022
System

Fulcrum Community

We launched our Fulcrum community to a select group of users this month! This gives us the opportunity to hear directly from our users and gain valuable insights, as well as provides a place for our users to share information and best practices - both about using Fulcrum and the manufacturing industry as a whole. We'll be continuing to add Fulcrum users to this community as we grow. If you're interested in joining, reach out to your customer success manager!

Fulcrum Community
Article ->
June
19
,
2022
Sales
Accounting

Default Tax Codes

Now you can add a default tax code at the customer level, so when a quote or sales order is created for that customer the correct tax code will automatically pull through.

Default Tax Codes
Article ->
June
18
,
2022
Accounting

Accounting Data Downloads

We’ve added additional data downloads to help with month-end accounting needs. These reports can be found in the Accounting module, under Reporting.

Accounting Data Downloads
Article ->
June
18
,
2022
Warehouse

Packing List Updates

We’ve added an option to hide items with a quantity of 0 from the pack list that were included in a sales order, but haven’t shipped yet. This essentially gives you the option to display either all items from the order on the packing slip (even those that have not shipped), or display only the items being shipped in that particular shipment. This can be enabled through Business Setup > System Data > PDFs & Email > Packing Slips.

Packing List Updates
Article ->
June
18
,
2022
Production

Custom Fields on Job Tracking

You can now add custom fields to jobs through the details tab on the Jobs page. The added fields can be viewed in the Job Tracker under the details tab which will help you capture any custom fields added to quotes or sales orders to be visible to operators. To setup custom fields, go to Business Setup > System Data > Custom Fields and select Job as the module.

Custom Fields on Job Tracking
Article ->
June
18
,
2022
Production

Re-opening Closed Jobs

Users can now reopen jobs that were closed at a quantity of 0. Jobs can be reopened from the job tracker using the “Reopen Operation” button or from the Job’s page with a newly added “Reopen Job” option. This is currently limited to only jobs that were closed at a quantity of 0 as the downstream implications of cascading inventory adjustments is much more contained in this scenario. Future updates to come to allow more adjustments post job completion.

Re-opening Closed Jobs
Article ->
June
18
,
2022
System

Feedback Survey

In June, we launched our first ever in-app feedback survey to our customers! We received so much valuable feedback from our users, and are currently reviewing the feedback to identify areas for improvement. Stay tuned in the coming weeks to see some updates!

Feedback Survey
Article ->
June
16
,
2022
Purchasing
Warehouse
Sales

Updated Grids

We’ve made some enhancements to the look and feel of several grids throughout our site, including Customers, Vendors, Purchase Orders, Sales Orders, and Shipping. You'll see improved design and usability, enhanced performance, and some new functionality like key KPI information at the top and new ways to filter data. You'll see this same overhaul on several other grids over the next few weeks!

Updated Grids
Article ->
June
11
,
2022
Production

In-Process Tracking Enhancements

This update allows for multiple users to enter responses on the same In-Process Tracking checkpoint in the Job Tracker. Current default functionality allows for multiple users to enter responses on different checkpoints, but only 1 response can be logged per checkpoint and users can see each other's entries. This new setting allows responses to be recorded per user and are all available in the job log. The operators will also not be able to see each other’s responses in the Job Tracker. The different approaches here are really a business preference in how you want data logged when there are multiple people working on things together. This feature can be enabled through Business Setup > System Data > Job Tracking Setup. For any advice on setup or changes to your process, consult your launch or success manager. Check out our Loom video to see how this works!

In-Process Tracking Enhancements
Article ->
June
1
,
2022
Production

Update Material Requirements After Jobs Have Begun

It's not uncommon to need to make a change to the list or amount of required materials after the job has already started. We've made some updates to the job page to allow for adding and removing buy items from the required materials list for jobs that are in progress. This will ensure purchasing recommendations are correct and that operators are seeing the correct information in the Job Tracker.

Update Material Requirements After Jobs Have Begun
Article ->
June
1
,
2022
Production

Job Attachment Search

You can now search attachments on a job from within the operator view. This is helpful for users who have a lot of attachments for items, helping them find the exact attachment they need quickly. This search function uses the title of the attachment.

Job Attachment Search
Article ->
May
1
,
2022
Sales

Margin-Based Pricing

We’ve added a setting for margin-based pricing, which allows you to price based on your desired margins on the items page or at the item level within sales orders and quotes. When the cost of an item is updated, you’ll be prompted to recalculate the price. When margin-based pricing is set, your margin will stay the same and the price will update to reflect the change.

Margin-Based Pricing
Article ->
May
1
,
2022
System
Sales
Accounting
Purchasing

Email Editor

We had a lot of requests for this one, and it’s finally ready for you to use: Now you can send emails with attachments directly from Fulcrum! You’ll be able to customize your messages and attach documents generated by Fulcrum – like quotes and sales orders – as well as upload and attach additional files. This should help streamline the work for anyone that sends documents to customers or vendors.

You can also set up email templates specific to quotes, invoices, etc.

This functionality is available in the Sales, Purchasing, and Accounting modules.You can activate this new feature with our setup guide.

Email Editor
Article ->
May
1
,
2022
Production

Customer Supplied Material Availability Setting

We’ve added a setting to our scheduler functionality to account for customer-supplied material. Previously, the scheduler had a setting that would only account for purchased material. Now, with both settings enabled, jobs will not be scheduled until customer-supplied materials are received as well. This will be helpful to account for delays and also keep your schedule up-to-date and running efficiently. These settings can be enabled in Business Setup > System Data > Scheduling > Scheduler Settings.

Customer Supplied Material Availability Setting
Article ->
May
1
,
2022
System

Custom PDF Fields

Because every shop wants different information on their customer-facing documents, we’ve added a setting in Business Setup to allow custom fields to be added to PDFs. Custom fields can be set up in Business Setup > System Data > Advanced > Custom Fields. Here, you can add custom fields related to different sections of your Fulcrum site and add customized line items to PDFs such as Quotes, Sales Orders, Purchase Orders, and Packing Slips. You may need to work with your launch or customer success manager to activate custom fields for your site.

Custom PDF Fields
Article ->
May
1
,
2022
Accounting
Purchasing

Quickbooks Online Error Notifications

We have added error notifications specific to our integration with Quickbooks Online. These error messages will be triggered when there are problems with the sync between systems and will typically inform you how to fix the error.

Quickbooks Online Error Notifications
Article ->
May
1
,
2022
Sales
Production

Build Items to Stock

You now have the ability to flag certain items as “build to stock.” This will route job creation for this item to the demand planning section. If your site is configured to automatically generate jobs for every sales order line item, items with this flag will be excluded from that logic. Instead, the job for the stock items will be generated via the demand planning module.

Additionally, if an item is flagged as “build to stock” and is a subcomponent on a new job, the “to make” recommendation of that subcomponent will be set to 0, and a recommendation to make a new stock job will show up within the demand planning module.

This update is particularly useful when making customized subcomponents for an item. Items can now be created as “build to stock,” which will help keep the data our demand planning module needs clean and accurate.

Build Items to Stock
Article ->
May
1
,
2022
Production

Continuous Flow

We’ve added a continuous flow process for production. This flow allows items to move through production as they are individually completed, rather than waiting for a full batch to be done. This new feature will allow for items to move more efficiently through your shop, especially in cases where one work center is a bottleneck for downstream processes. The feature can be turned on in business setup.

Continuous Flow
Article ->
April
1
,
2022
Production

Machine Time Tracking and Costing

To help you see costs more clearly and quote more accurately, we’ve introduced a new method to break out machine, labor, and overhead rates within Fulcrum. Previously, work centers used a blended rate of machine and labor costs, but now users can see more detailed job-costing information by breaking out the labor and machine estimates. This way, you can track machine and labor time separately to ultimately arrive at more accurate job costs for complex jobs or for machines that can run lights out.To take advantage of this new feature, flag work centers and the associated operations that you’d like to track machine time against in your business setup. This will enable machine time estimates on the associated BOM/Routings and tracking of machine time in the job tracker.

Machine Time Tracking and Costing
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April
1
,
2022
Sales
Production

Item Customization and "To Make" Roll-up Logic

We’ve made some key changes to the way Fulcrum recognizes customizations to items on sales orders and quotes that will help shops that use some customized components and some from stock.

Fulcrum now identifies the specific layer of the BOM/routing that was customized, allowing the system to give better “to make” recommendations on the job for the non-customized portions of the job.

The “to make” roll-up on a job looks at all of its subcomponents, existing inventory, and demand across other jobs, and comes up with a recommended quantity of the subcomponent to make.

The system now understands specifically which subcomponent was customized — meaning it cannot be pulled from stock — and which were not customized and could be pulled from stock. This will help streamline your review process and enable the system to give you better recommendations.

Item Customization and "To Make" Roll-up Logic
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April
1
,
2022
Accounting

Data Downloads

We’ve added a feature to download reporting data from the Jobs, Sales Order, and Invoice pages. These downloads will provide you with year-to-date overviews in an Excel spreadsheet. The downloads can be found at the top of the pages for Jobs and Sales Order pages, while the Invoice report can be found within the Reporting section of the Accounting module. The downloads will be available to admin users.

Data Downloads
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March
1
,
2022
Sales

Freeze Costs in Quotes and Sales Orders

When quotes and sales orders are categorized as won or lost, the cost information is now locked at the time the BOM and routing information is locked. Before this update, the costing information would pull the most current pricing information with no historical data. This will give you an accurate, historical view of your quoting and sales order activities.

Freeze Costs in Quotes and Sales Orders
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March
1
,
2022
System

Edit Company Information

Fulcrum users can now update their own company data within Business Setup. This means that you can make any changes to your company data directly through your Fulcrum site, rather than going through your launch or customer success manager.

Edit Company Information
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March
1
,
2022
Sales

Single-Use Items

We’ve added a new function to mark items as single-use when creating a quote and a new indicator on the items page. Before this visual indicator, items would be archived once a sales order was closed without a way to identify that the item had historically been single-use. For our customers that are consistently using single-use items, this creates a cleaner view in the items grid.

Single-Use Items
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February
1
,
2022
Production
Purchasing

Job Specific PO Tracking

We've made continued improvements to associated purchase orders directly to jobs. The grid now provides you with even more information including POs for outside processing steps and other POs created from the job, PO status, and received status. This will give you a more holistic view of purchasing related to specific jobs, and give more actionable information at a glance.

Job Specific PO Tracking
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February
1
,
2022
Production

Scrap Tracking

It can be difficult to accurately track scrap material for shops that have complex jobs with operations running over multiple days or weeks. To help keep track of scrap over these long-run operations, we added the ability to log any scrap for the operation while the job is being worked. This will give you a more accurate and timely view of how much is being scrapped and give you a chance to make any necessary changes.

Scrap Tracking
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February
1
,
2022
Production

Work Orders

When using work orders, you can now pick materials related to a job rather than items tied directly to a routing step. In the Job Tracker, when job tracking against a work order, team members will now see the materials associated with the underlying jobs all organized by Job ID. The goal here is to create a more streamlined flow when setting up work orders and to make it easier for operators to efficiently pick the items that they need to complete it.

Work Orders
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February
1
,
2022
Sales
Production

Label Size Options

Fulcrum users can now create fully custom sized labels for items and jobs. Before, users had to select from three available size options, but now you can select any size that makes sense for your business. The free-form sizing can be found and updated in System Data, where you can set default sizing for small, medium, and large label sizes. This allows for more flexibility to fit your shop's specific needs.

Label Size Options
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February
1
,
2022
Production

Rearranging In-Process Tracking Steps

We’ve added the option to copy in-process tracking steps to make them easier to duplicate within a job’s routing step, and you can also more easily re-order the steps. This should help create a more efficient flow when editing routing steps.

Rearranging In-Process Tracking Steps
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February
1
,
2022
Production

Pick All Inventory for Job Tracking

We’ve added a feature to “Pick All” inventory for a job, as well as a warning when items have not been picked. This will help ensure that no items are missed during the operations and streamline the picking process.

Pick All Inventory for Job Tracking
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January
1
,
2022
Purchasing

Connect Purchase Orders to Jobs

This new feature is designed to make it easier for Fulcrum users to tie purchase orders directly to a job, meaning the materials ordered for a specific job will be allocated specifically to it rather than entering general inventory. This adds a new level of visibility throughout Fulcrum by tying in the job ID to the purchase order and shows the associated job at time of receiving. Additionally, all purchase orders related to a job will now show on the jobs page.

Connect Purchase Orders to Jobs
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January
1
,
2022
Production

Export All Attachments from Jobs

You can now bulk export all documents associated with a job in a convenient zip file. This is particularly useful if you need to keep track of certifications. The bulk export will deliver all your underlying material certifications.

Export All Attachments from Jobs
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January
1
,
2022
System

Default Setup and Run-time for Operations

Within Fulcrum setup, you can now add default units of measure and times to your operations. This will help to create efficiencies when creating BOM/Routing steps on items, allowing you to pre-fill from established defaults rather than manually entering each time.

Default Setup and Run-time for Operations
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January
1
,
2022
Accounting

Show Only Shipped Quantities on Invoices

This new option within Fulcrum allows you to enable a default setting to invoice only items that have shipped rather than the entire ordered quantity. This is particularly useful if you ship a lot of partial orders. This is an optional setting that can be turned on in App Settings.

Show Only Shipped Quantities on Invoices
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January
1
,
2022
Warehouse

Stock Take

With the start of the new year, you're likely venturing into the warehouse to do a physical inventory check or stock take.That's why we pushed hard to make sure our stock take feature was ready for the spotlight as early in the year as possible.

Our new stock take feature allows users to download a simple spreadsheet of inventory as it stands in Fulcrum today, update the counts as necessary, and upload the revisions back into Fulcrum. The process is quick, clear, and ensures that what you see in the system perfectly matches what you've got in inventory.

Want to see it in action? Alex Troesch, our head of product, made a video to show you how to take advantage of this new feature.

Stock Take
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January
1
,
2022
Sales

Quote Jobs with Up-to-Date Vendor Pricing

With raw material pricing and the supply chain constantly in flux, we’ve added the ability to override material values when quoting. This new setting enables the use of current vendor pricing rather than the value of existing inventory, allowing you to plan for future jobs and not take the current inventory value into account.

The setting can be turned on by your Launch or Customer Success Manager.

Quote Jobs with Up-to-Date Vendor Pricing
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December
1
,
2021
Production

Change Equipment While an Operation is Running

We’ve introduced the ability to change equipment while an operation is in progress. We know that production plans can change and that you need a system that can adapt as quickly as you do. If the equipment in an operation needs to change, it will now automatically update the scheduler with the new capacity.

Change Equipment While an Operation is Running
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December
1
,
2021
Warehouse

Update Shipment Information Before Shipping

When preparing to ship items, you can now make changes within the shipping records — including adding customer notes and updating packing slips — without actually shipping the item. This will allow users to have a smoother workflow within this module.

Update Shipment Information Before Shipping
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December
1
,
2021
Production

In-Process Tracking Validation in Job Tracking

This enhancement will allow you to require in-process checkpoints be completed prior to completing the operation as a whole. This removes a workaround where operations could be advanced without completing the prerequisite tasks. Fulcrum users will have better control over processes and can ensure operations are completed to their standards.

In-Process Tracking Validation in Job Tracking
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November
1
,
2021
Sales

New Items Page

Our newly redesigned items page is all about making life easier for manufacturers.

We started by completely rethinking the user interface, making it cleaner, organized more logically, and easier to navigate. Just like our jobs tracking and job costing page renovations, we focused on removing as much fluff as possible, giving you the information you need without overwhelming you.

Now, without a second glance, you’ll get key information like how many of an item you have, how many are not tied to specific jobs and available for use, how much the inventory is worth, and how many you’ll likely need to order soon.

You’ll be able to quickly change whether you stock a part to inventory, whether it’s made in-house or purchased from an outside vendor, whether it requires lot tracking and more with a quick swipe, meaning you have the flexibility to adapt to changing conditions in your shop or anywhere in your supply chain.

But we didn’t just reimagine what was there, we listened hard to how our current customers thought about items and what information they needed on the spot.

So we added new elements like showing all the other items that are using that item, its purchase history, sales and quote history.

And, to keep the most frustrating mistakes to a minimum, we’ve added a save warning to let you know if you’re navigating away from the page without saving the changes you’ve made.

The page is a look into the full life cycle of any specific item you have, from the moment it’s purchased to the point at which it leaves your shop in new form.

Take a look at the video below from Emily, one of our product managers, for a great walk through of what you can find on the new page and where to find it.

New Items Page
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November
1
,
2021
Sales

Customize and Auto-generate Lot IDs

To help you trace inventory, you can now autogenerate lot IDs based on configurable variables like date and purchase order ID. Head to the system setup to configure this feature.

Customize and Auto-generate Lot IDs
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October
1
,
2021
Production

Scrap Tracking

In an effort to both help you reach your sustainability goals and monitor your costs more effectively, we’ve changed the flow to record scrap material. Before, you had to show that rework was happening to record the scrap, but we know that’s not always the cause of scrap creation, so now operators can record it at the job level whether rework is happening or not.

Scrap Tracking
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October
1
,
2021
Purchasing

Purchase Materials Directly from Jobs

Our current purchasing planning algorithm looks across all jobs, your current schedule, inventory levels, minimum requirements, and incoming purchase orders to give you a recommendation on what to buy on a shop-wide basis. We’re hearing more and more that some teams prefer to order on a job-by-job basis, so we’ve made the necessary changes on our end to make that possible.

On the job level, you’ll now see how much is required, get a purchasing recommendation, and start creating purchase orders all from the job page — the recommendation will still take into account all the data it was using before, this is just a different workflow to get there. You won’t miss out on bulk discounts or end up with too much on order.

Purchase Materials Directly from Jobs
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October
1
,
2021
Warehouse
Production

Partially Complete Jobs to Stock

Sometimes you need to ship while some quantity of the job is still in progress. Now, on the final operation step, you’ll have the ability to add some portion into inventory in order to ship immediately. The rest of the job will stay open and running until it’s done, but you’ll be able to pick and pack what is ready to go. This is another feature that must be configured in the system setup. If this applies to you, head over to the system setup and turn this functionality on under 'job tracking setup'.

Partially Complete Jobs to Stock
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October
1
,
2021
Warehouse
Production

Pick Raw Materials When the First Operation is Outside Processing

In cases where a job has outside processing as the first or only operation, the system will show your shipping team all the raw materials needing to be picked, their locations, and give them the ability to pick the raw material. This change streamlines workflows so you don’t need to go into the job tracker to pick.

Pick Raw Materials When the First Operation is Outside Processing
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October
1
,
2021
Production

Confirm Jobs Have the Right Quantity Completed

To prevent jobs from being accidentally marked complete before they’ve actually fully run, we’ve added a second prompt to make sure there wasn’t an accidental press of the button.

Confirm Jobs Have the Right Quantity Completed
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September
1
,
2021
Warehouse

Fulfillment

More than ever, consumers are looking for a way to buy products online, even in B2B settings with industrial goods. To ensure your business is ready to sell and deliver whatever your customers want to buy, however they want to buy it, we’re introducing fulfillment as a way to easily ship a high volume of goods either produced custom or shipped directly from inventory.

Just as with production, jobs are automatically balanced between fulfillment stations for a smooth workflow, and the user interface makes it easy for the fulfillment team to see what has been packed and what still needs to be added to the box before it goes out. When everything is green, it’s good to go!

Best of all, there’s seamless flow between inventory, production, fulfillment, and shipping as well as integrations with ecommerce providers like Shopify, BigCommerce, and WooCommerce and shipping options like ShipStation and Shippo.

Whether you’re already shipping a high volume of goods and want to smooth out your workflow or you’d like a better sense of how fulfillment might fit into your current process, talk to your launch team member and they can walk you through the set-up and get you up and running in no time.

Fulfillment
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August
1
,
2021
Sales
Purchasing

Multi-Currency Support

We made a major push to support currency conversions across the entire application. For anyone that needs to account for multiple currencies in their business, we’ve added the ability to set default currencies for your customers and vendors.

Once you set their currency of choice, it will automatically show up on quotes, sales orders, purchase orders, and invoices, but be converted back to your home currency on all reporting and grids. Best of all, we’re converting currency in real-time based on live exchange rates, so you’ll never have to manually calculate it again!

This feature requires some quick setup from your launch team member, so please reach out to them if this interests you.

Multi-Currency Support
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August
1
,
2021
Warehouse

Receive Material Quickly and in Your Vendor's UoM

For businesses that receive a lot of the same item from the same vendor, now you can store their UPC code for the item within Fulcrum. This update will make scanning items in when they arrive even quicker and decrease the likelihood of receiving the wrong item into the system.

Since the purchase order that began the receiving process likely had the vendor’s preferred unit of measurement on it, we’ve made it possible to also receive in the same UoM. This will keep the back end of the system nice and tidy while giving the employee scanning in received material one less thing to worry about.

Receive Material Quickly and in Your Vendor's UoM
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August
1
,
2021
Warehouse

Navigate Shipping with Fewer Clicks

At the other end of the manufacturing process, when things are ready to ship out, we’ve added several quality of life updates to the shipping module. You can now add locations to the line items within the shipping interface, sort locations alphabetically, scan the item to open the line item and mark fully shipped, and scan in the lot to pick specifically from that lot.

As with the receiving changes, these were implemented to speed up the process while decreasing the likelihood of any errors creeping.

Navigate Shipping with Fewer Clicks
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August
1
,
2021
Production

Change the Status of Multiple Jobs at Once

To make moving jobs forward quick and painless, we’ve added a multi-select option on the jobs page as well as the ability to change the status of multiple jobs at once.

Whether you’re approving a big batch of orders or putting a bunch of new jobs on the schedule all at the same time, now you can do it without going into each individual job, saving time.

This is the first implementation of this type of mass update functionality that we plan to expand across the application. Expect more of this to come!

Change the Status of Multiple Jobs at Once
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August
1
,
2021
Production

Updated Jobs Page

We continue to take a deep dive into every single segment of Fulcrum, working to make sure that each section contains the right data and that anyone using it can get the information they need quickly and without digging.

The goal with the new layout of the jobs page was to condense the most critical information together for easy viewing and to connect it to our real-time engine to ensure that the data is as accurate as possible at the exact moment it's needed.

We believe this will give production managers and those looking at job progress a level of insight they haven't had before and with no additional work on their part.

Alex Troesch, our head of product, has once again put together a quick tutorial on what's new and how it all works.

Updated Jobs Page
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August
1
,
2021
Warehouse

Returns and Refunds

We’ve added workflows throughout the system to better handle returns and refunds both in terms of what gets brought back to you and what you send back to vendors and suppliers, including financial reconciliation and reason codes to better keep track of issues. We also added a workflow in the invoicing section to ensure the refund you issue is accounted for in the system. Our goal is to give you the most complete picture of your shop’s flow as possible and while returns and refunds aren’t a huge component of that, they are a critical one both from a financial standpoint and a quality management perspective.

Returns and Refunds
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