Product Updates

We’re rolling out our Bill of Materials (BOM) Importer to all customers next Tuesday, December 10th. This will allow you to upload a drawing file to automatically generate a BOM. Our goal with this is to help speed up quoting and item creation. Since the beta was released, we’ve made enhancements to the UI, moving it more center stage in the Quoting and Sales Order pages so you stay oriented / keep context of the work you’re doing.

To use this feature, select ‘Add New Item' from the summary dropdown and you’ll see the importer above the section where you create a new item. We list the compatible image and file types that you can drag in / upload and AI will then parse the file to create a bill of materials for that item. It will either create new items or match ones already existing in fulcrum and from there you can edit details, replace an item with one in your system, or detach items from ones we matched. Video for a workflow overview!

We’ve updated the Non-Conformance Reports (NCR) page's interface to increase the ease of use and to lay the technical groundwork for future enhancements. We’ll be gradually rolling this change out to Fulcrum sites over the next few weeks

You can now update the customer on open Sales Orders. That change will also be reflected on any open shipments or unissued invoices. Shipped shipments and issued invoices will be left unchanged, but the system will display a notification when one of those documents has been opened.

You’ll now be able to add fees to purchase orders even after they’ve been received, so long as those fees aren’t marked as receivable. This should make it easier to accurately account for things like shipping fees, which may not be communicated until the order is invoiced.

You can now keep your COGS and inventory general ledger accounts in QBO automatically updated with job cost and inventory changes from Fulcrum. As job cost values flow through Fulcrum (from raw materials to work-in-progress, finished goods, and invoicing), Fulcrum will create journal entries in QBO nightly. These updates will ensure your COGS and inventory GL values in QBO match the data in Fulcrum for better reporting and simpler tax calculations.


For our beta release we will be only syncing material and outside processing costs to QBO but we plan on including labor and machine time soon.

In order to streamline the Fulcrum onboarding process, we have added an option to sync QuickBooks Online customers to Fulcrum with just a click of a button!

New customers utilizing QBO can now bypass the Customer Import and instead choose to populate customers in Fulcrum by selecting the “Customer Sync” button, under the “Onboarding Tasks” section on the QBO Settings page.

As a part of the new shipping module, it is now possible to print labels for your shipment and your shipment line items. These labels are customizable within your Business Setup > Label settings, and available on the shipment Details tab (for shipment labels) and Pack List tab (for line items, once packed).



This feature is currently in testing. To be added to the beta please reach out to your account manager or launch manager.

When adding a material vendor to an item, or outside processing operation to a routing, we recommend adding a lead time for accurate scheduling. Previously, this needed to be done every time a vendor was added. Now you can add a default vendor lead time, which will auto-populate those values any time a vendor is added to an item or operation.

We’ve made a change to how the “Use Reserved Inventory Exclusively” setting works in our updated shipping module. Previously, a shipment would be ready if any inventory was available to ship. Now, with this setting turned on, if there is a job tied to the sales order that this shipment is for, then the status will only become ready once that job is complete. Before the job is complete, the shipment will stay in the “open” status and can still be shipped from standard inventory if needed.


This feature is currently in testing. To be added to the beta please reach out to your account manager or launch manager.

Fulcrum automatically closes out a Sales Order after it has been fully shipped and invoiced. Previously if you manually closed out the Sales Order, the shipments wouldn’t automatically close and would need manual clean up. In the new shipping module, when you manually close a Sales Order, any outstanding shipments will be canceled.

We’re rolling out some more changes to make it easier for you to manage your users. The user details page is getting a major face lift to bring the UI up to date with other parts of the site, but we’ve also added a view into user permissions so you quickly understand what they’re allowed to view and edit in the system. We’ve also added an ability to edit profile pictures directly from the user edit page - especially useful for setting the photo for users who only have access to Job Tracking.

We’ll be launching this new details page over the next couple of weeks.

We’ve made several updates to the invoice grid to enhance clarity and support more informed decision making:
- Future Invoice Indicator: New icon for future invoices indicates why they are needed.
- The Sales Order column now includes the Order Total for a clearer view of each order’s value.
- SO Balance Column: This column now displays a balance only if the row represents a future invoice, helping to easily identify outstanding amounts.
- Invoice Total Column: Displays the invoice total of existing or future invoices, without taxes, making invoice totals easier to track.
- Removal of Confusing Totals: We’ve removed the general Total column to reduce confusion around displayed values.

These enhancements directly support accurate calculation of Unissued and Needs Action KPIs directly from the values displayed on the grid.

You can now change the QR code that appears on item labels to encode different information to support your workflows. The first step is to upload a QR code as an image attachment to the item. Then, when printing a label for the item, simply select the QR code you want to include.

We’re beta testing this feature, so let your launch or account manager if you’d like early access.

Thank you to everyone who has been giving us feedback on our material database! We’re continuing to listen to what works and what doesn’t and one of the things that we’ve heard is that it feels like managing two inventory systems at once. We’ve taken a few steps toward bridging that gap. For most sites participating in the beta, you can now search for raw materials directly from the items grid and while adding items to a BOM and routing. Additionally, you can easily create particular cuts for a raw material directly from the items grid, making it even easier for you to work with our new database.

When things change in your shop you need to know about it. We’ve made it easier to stay on top of it all by adding Email, Slack, or Team notifications so that you can be informed even when you’re not in Fulcrum.

These notifications are set up in your Fulcrum user profile - you can choose to receive an email or to get notified via a Slack or Teams webhook when an event you subscribe to is triggered.

You can choose to get notified when a job or order is created or deleted by clicking on the bell on the matching grid. If you want to follow a particular order, there’s a bell there too. 


This feature is only available on Fulcrum sites that have been migrated to SQL. If your site is on SQL and you’re interested in joining the beta group for this new feature, let your launch or account manager know.