Product Updates

You can now partially receive items from outside processing to be added to inventory immediately, and can be used on the job. Before this update, partially received items weren’t accounted for in inventory and weren’t available to be used on a job. Now you’ll be able to begin work on a job while awaiting the remaining items.

We’ve added more customization options to our Shopify integrations. You can choose to use “Available” rather than “On-hand” inventory when updating your Shopify inventory. Additionally, if you have multiple Shopify stores, you can choose to update each store separately using Fulcrum inventory locations. Both of these settings can be configured in your Shopify integration page. 

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We’ve added new settings to our ShipStation integration to allow you to specify the status of a sales order when creating via ShipStation. Now you can also mark sales orders complete after fully shipping them via webhook.

We’ve added options for Returns and Warranty as NCR types to give better visibility and help you track these processes within your shop.

We’ve added the ability to print both raw material and job labels directly from Job Tracking. This will allow your operators to re-label materials that go back on the shelf when unused, as well as label items that are for a specific job so that you’ll always know what’s been made. 

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When creating sales orders, you can now see the customer’s outstanding balance and receive a warning when the sales order is sent and will push them over their set credit limit. This new warning will help everyone on your team have better visibility into your customers’ current standing when taking on new orders. 

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We’ve added even more data to the job log. Now the job log will capture status changes, as well as who changed the status and when the change was made. This will give you more visibility as the job progresses and once it is completed. 

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Similar to our work on the grids throughout Fulcrum, we’re also working on updates to our forms that you’ll start to see throughout the site. This month we rolled out a fresh vendor and customer forms. Expect improved performance, zero ‘time-outs’, cleaner interfaces, as well as changes to optimize for fewer clicks.

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We’ve added more options for the email addresses that show up on PDFs generated throughout Fulcrum, including Quotes, Sales Orders, Purchase Orders, Pack Lists and Certifications. You can have the email default to the creator of the document, or add a different default email address. To configure, go to Business Setup > System Data > PDFs & Email, select the template you’d like to update and choose an option from the dropdown menu.

As you saw in our last update, we’ve been rolling out updated grids throughout the site. This month we redesigned four more grids – NCR, CAPA, Receiving and Purchase Order grids. Expect improved performance, zero ‘time-outs’, cleaner interfaces, advanced filtering, and new key performance indicators at the top.

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We launched our Fulcrum community to a select group of users this month! This gives us the opportunity to hear directly from our users and gain valuable insights, as well as provides a place for our users to share information and best practices - both about using Fulcrum and the manufacturing industry as a whole. We'll be continuing to add Fulcrum users to this community as we grow. If you're interested in joining, reach out to your customer success manager!

Now you can add a default tax code at the customer level, so when a quote or sales order is created for that customer the correct tax code will automatically pull through.

Users can now reopen jobs that were closed at a quantity of 0. Jobs can be reopened from the job tracker using the “Reopen Operation” button or from the Job’s page with a newly added “Reopen Job” option. This is currently limited to only jobs that were closed at a quantity of 0 as the downstream implications of cascading inventory adjustments is much more contained in this scenario. Future updates to come to allow more adjustments post job completion.

We’ve added additional data downloads to help with month-end accounting needs. These reports can be found in the Accounting module, under Reporting.

In June, we launched our first ever in-app feedback survey to our customers! We received so much valuable feedback from our users, and are currently reviewing the feedback to identify areas for improvement. Stay tuned in the coming weeks to see some updates!