Product Updates

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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