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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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New Job Tracking Dashboard

Introducing the new Job Tracking dashboard, redesigned to increase clarity and ease of use. This update features a new navigation tab bar for clear separation of operations by status, and a feature where recently viewed operations and searches appear when you click on the search bar. The enhanced omnisearch now filters operations by department, operation, and equipment.

The new operation card includes the ability to start/stop timers for jobs, removes the progress bar in favor of a total operation time timer, adds information about the previous operation and its status, and includes an 'Open NCR' tag. Users can set a default department, streamlining the process for operators who typically don't switch departments during their day. On mobile, a profile view has been added for functions like pausing timers, editing, viewing in-progress operations, department selection, and logout.

We've simplified the interface by removing filters and preset filters, reducing clutter and confusion from the previous implementation. The operation card has also been streamlined to add focus to what’s important. These improvements are designed to make Job Tracking more intuitive and efficient for everyone.

New Job Tracking Dashboard
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Picking Materials in Job Tracking

We have made improvements to our pick screen to simplify the picking process for operators. Notable changes include displaying suggested picks with detailed lot and location information by default, introducing a 'Select Lots' button for selecting multiple lots, and adding a 'Missing Materials' button for unavailable picks. The inventory is now prioritized based on job requirement, age, and quantity. To enhance clarity and efficiency, we have removed the 'items to make' input, reducing confusion and clutter for operators.

Picking Materials in Job Tracking
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Split Operations When Creating Work Orders

Now you can split operations from the work order creation page allowing for better clarity when using nesting software! When you split an operation, it allows you to divide the work into multiple parts — taking one operation and turning it into as many as you need to get that job done.  Simply tell the work order page how much you want to include and the work order will do the split for you. The part you want to nest is added to the work order and the remaining is still available to be worked as a standard operation or added to its own work order operation.

Here are the step to take advantage of this feature enhancement: 


  1. Make sure your operation is set to “can be split”.
  2. Assign material to the operation you’d like to split.
  3. When the sales order has been entered, move it to “In Progress”, and jobs created.  Head to Production - Work Orders and create a new Work Order.
  4. Identify the operations you would like to group per your nest.
  5. Select the operations to add them to the work order, than adjust the quantity from each job you would like to split from that original job onto the work order. Name the work order and select “Create Work Order.”
  6. You can now select the same operations for the remainder of the original job quantity to group on a separate work order for a different nest.From this point you will notice a few things. The operations at the job level will be split out based on how it was separated during the work order creation workflow.
  7. The quantity per operation should also correspond to the number added to each work order.
  8. As the work orders are completed, that split operation will be shown as complete at the job level and can be moved on through the remainder of the process.
Split Operations When Creating Work Orders
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Date Ranges on CoGS and Job Cost Downloads

Users will now be able to specify date ranges for the Job Cost download on the Jobs Grid and the Cost of Goods Sold download in Accounting Reports.

Date Ranges on CoGS and Job Cost Downloads
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BigCommerce Sync

The updated BigCommerce integration now includes a feature that lets you select a specific status to initiate synchronization with Fulcrum. This functionality is especially beneficial for those who do not receive payment instantly upon order placement.

BigCommerce Sync
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Shipping Backlog Download

The third of three new shipping downloads, the Backlog is a download of all sales order items that have yet to ship. The download includes a shipping backlog tab with one row per open line item and all the details as well as summary tabs by day, week, month, and customer that give the quantity and net value still to ship.

Shipping Backlog Download
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Easily associate items to operations

Previously, it took several clicks to open the routing and add or adjust required items. It was clunky and easy to make mistakes.

We’ve added a new feature that lets you associate items to operations, right inside the BOM & Routing editor. This lets you:

  • (A) Add an operation association directly from the BOM.
  • (B) Unlink an item from an operation.
  • Add an item to the BOM, go into the routing, and see those items listed as options to set as required for an operation.

We’ve also made updates to establish closer connections between items and operations.

Previously, you could end up in a situation where the BOM and required items for the operation did not match. If you delete an item from the BOM, the item will delete from the required items within the routing as well (and vice versa).

(C) We’ve added an indicator for the operation an item is associated with to make this connection clear and help avoid this mistake.

Easily associate items to operations
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New Shipping Downloads

The new On Time Ship download includes a raw data tab and additional summary tabs by day, week, month, and customer. It includes all part line items due to ship January 1, 2022 or later. The on-time percentage metric is based on the value of the items to ship.The Historical Data Shipping download includes a raw data tab of historical shipping info, with one row per line item on a shipment, including Customer Item Number, Order Date, and Delivery Due Date.

New Shipping Downloads
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Fulcrum in 4: Custom Labels, Accurate Job Costing, and UX Updates

Join Marketing Manager Carolyn Ring to see what's new in Fulcrum.

Fulcrum in 4: Custom Labels, Accurate Job Costing, and UX Updates
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Integration Sync Error Messages

Error messages that are related to Sales Order/Purchase Order receiving records will now be visible on:

  • the parent record (the SO/PO affected)
  • the receiving grid itself
  • on the PO grid listing.

Previously, in some cases, there were errors that showed on the integration configuration page but not on the associated record. This update should help call-out integration notifications/warnings related to receiving(s) without having to go to the Sync Warnings on the integration configuration page.

Integration Sync Error Messages
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Search Job Operations Panel

You can now search operations and materials on the Job Details page! This update is especially helpful if you have large BOM & routings. Operation search will filter on:

  • Item to make name & description
  • Operation name
  • Equipment name (includes equipment, multiple equipment, and scheduled equipment, which all influence the value you see in that field)

Additional usability improvements to this page:

  • You can now navigate to items from the operation and materials wherever you see them
  • Clicking on notes will auto-expand the operation panel (previously, this took two clicks)
Search Job Operations Panel
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Attachments in Job Tracking

With this update, attachments are presented by type, starting with the most specific and relevant attachments to the operation open (attachments tied to operation and subassembly) at the top. Users will now also have the option to toggle between a list view and a tile view for an at-a-glance or more detailed view.

Attachments in Job Tracking
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Drag & Drop Jobs Grid Columns

Now you can drag and drop columns on the Jobs Grid, making it easy to put what’s important to you right where you need it.

Drag & Drop Jobs Grid Columns
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Custom Receiving Labels

Now, you can generate custom receiving labels, just like for Item and Job Labels. Add multiple receiving labels for added flexibility when printing.

Business Setup > System Data > Labels

Custom Receiving Labels
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Creating Quotes & Sales Orders

Software should enable you to do more, not get in the way. We’re on a quest to find more ways to make using Fulcrum natural, starting with small but mighty changes like this one: We’ve removed a modal that popped up when creating a Sales Order or Quote and replaced it with a slide panel that lets you interact with the rest of the page, similar to other areas of Fulcrum, like Purchasing Planning. Keep out for more small but mighty experience updates like this in the coming weeks.

Creating Quotes & Sales Orders
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