Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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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
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!
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.
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.
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.
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.
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.
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.
You can now filter by company on the sales order grid making it easier to see all sales orders for one company!
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.
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!
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.
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.
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.
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.
