Product Updates

Improved Demand Planning! This upgrade has been a huge effort toward optimizing the current algorithm, speeding up queries, adding new functionality, and making all data much clearer.

What to Expect:

The upgrade includes a cleaner look-and-feel, with improved performance. Expect new KPIs, improved search, and filters. Items on the grid will be automatically flagged as “finished good,” “subcomponent,” or both to help you prioritize your job creation. The grid automatically sorts to “production recommended,” giving you a high-level view of what items have demand. Demand is calculated using quantity on hand, required minimums, sales orders, and incoming POs. A details panel shows you where demand came from and a graph that shows expected supply over time.

New Functionality:

• See what drives demand and view a graph of expected supply over time.
• Custom items are now included in demand planning and will be shown as a separate row. Use demand planning to create custom jobs from sales orders. Or, if you have auto-generate jobs from sales orders workflow turned on, demand planning helps you double-check that nothing was missed.
• Create multiple jobs for one item.

You can now set default deposit settings for customers including if a deposit is required or not, % vs. $, the amount and the deposit accounting code. This allows you to set a default deposit requirement on a customer and have it carry over to any sales order for that customer. You can access this feature on the customer details page.

One of our most requested features! Our Quickbooks Online integration will now sync updates to POs and Invoices when the price has been changed in Fulcrum. This means that changes made will sync into QBO when changes are made, simplifying your workflow. Previously, price changes would need to be made in both Fulcrum and QBO independently. To turn on this setting, go into your integrations settings (Business Setup > System Data > Integrations). This new setting will only apply to POs and Invoices created after the feature has been turned on.

We've added a new field to the Invoice Summary Report so that you can now see the total with tax added.

Now you can add a note when doing an inventory adjustment. This will give you additional visibility and records on inventory transactions and adjustments in the items page.

We've made some back-end improvements to the loading speeds on both the Real Time Operations Report and Scheduler. Additionally, improvements were made to the overall performance of the schedule. These updates will provide you with quicker load times so that you can get the information you need faster.

The Real Time Operations Grid now shows you quantity completed and quantity required for the job. Now you can use this data to compare with the timer and gauge progress.

We know that your customer’s often make changes to orders after they’re in progress. To make this easier for you to manage, we’ve added the ability to make changes to sales order line items after the order has been marked sent, as long as no job is associated with the items being removed. Now you can remove the item from the sales order or make changes as needed to the BOM and routing and then add it back to the sales order. The other option would be to make changes at the job level or delete the job and re-create it.

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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