Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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A commonly requested feature! We have added a setting that will prevent negative picking. When the setting is turned on, if the picked quantity input will result in a negative on-hand value, the pick button will be disabled. To turn on this feature go into System Data > Job Tracking Setup > Prevent Negative Picking.
Now in the job tracker, when you pick materials the locations will sort by the quantity of on-hand inventory. This will make the lots/locations with the most available inventory show at the top which should help in our goal to eliminate negative picking.
In the past, the minimum production quantity field did not influence the unit cost of an item. In some cases, there are cost savings when producing a higher quantity of an item if there are fixed costs that can be amortized across a higher quantity of units.
This new price will be reflected on the estimated costs on the BOM/Routing on quote, sales order, and items. This will allow you to have more accurate costs and reduce inflated pricing on items. You’ll also see a small note on the bom/routing cost breakdown indicating that a minimum production quantity is being used in the calculations.
Another thing to note with this change is that when an MPQ is set on an item and ‘make’ subcomponents used in that item will inherit the parent item MPQ unless the subcomponent already has an MPQ equal or greater to the parent.
There is now an option to create and schedule jobs when sales orders are created from ShipStation saving you clicks and time. This feature requires you to have the Auto-Create Jobs process app setting enabled.
Fulcrum obviously doesn't have a full RFQ module meaning most of you are likely managing RFQs outside of the system via email and other methods. We do plan to build out a robust RFQ feature in the future in order to kick off RFQs from the quoting process and elsewhere.
In the meantime, we've added a somewhat 'hacky' way to utilize the Purchase Order module to send an RFQ. You can now customize the PO PDF so that if the PO is in a 'draft' state the PO PDF will actually say 'RFQ' in the header.
Please note, there's no additional functionality on top of this to manage RFQs. You'll still need to go back and cancel/delete old draft POs (RFQs) in order to keep your data clean, but it should give some ability to manage this process inside of Fulcrum for those wanting to do so.
There is now an option to create and mark invoices as paid alongside created sales orders!
We’ve been working on some fixes to drag-and-drop scheduling to make it easier to use. Customers using drag-and-drop functionality will notice the following improvements:
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.
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.
Now you can select any equipment in the shop when editing the routing on the items, sales order and jobs page.
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!
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’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.
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.
