Product Updates

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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This has been a highly requested feature! You’ll now be able to import routing steps and required items from another item’s BOM and routing. When you select a new item, you’ll see the additional steps added and can remove if needed.

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As part of our continued work on data exports, you can now download data from the Work Order and Time Management grids.

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Users will now be able to add rework for operations on work orders. The rework will be specific to individual jobs within the work order. The button is on the details tab under each job specific dropdown and is available as long as the job is not completed.

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We’ve made some back-end performance improvements to the inventory transactions grid. 

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This feature will automatically add new equipment to the department shift(s) of the relevant work center. If the department has multiple shifts, the equipment will add to each non-overlapping shift.

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If a discount is applied to a quote line item, the margin listed in the quote's KPI will update to account for the discount. The margin in the main pricing section will remain unaffected by discounts. 

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We’ve added a setting that will allow users to view their own time management! Users can access this through Live > Time Management to view. 

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Quotes and Sales Orders are now able to produce estimated completion dates! This new feature will look at the availability of the schedule at that moment and produce estimated completion dates based on the priority level of the job - taking into account the BOM and routings for all items on the quote or sales order.

Users with schedule editing permissions can now unschedule operations that are in the freeze window. This change applies to operations that are not currently running, and will allow them to be rescheduled. This feature gives you more control and helps you to have a more accurate schedule.

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This new feature will allow production to change the quantity of items to make from the pick menu in Job Tracking. This will automatically update the quantities that need to be picked. This allows for more flexibility and ease on the shop floor. 

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This new setting for the schedule will take into account jobs that make subcomponents to stock when scheduling any jobs that consume them, and schedule accordingly. Operations that require a made to stock subcomponent will be scheduled after the expected completion date of enough required subcomponents. This is a schedule setting that can be enabled in Business Setup > System Data > Scheduling > Scheduler Settings.

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A new Salesforce integration is available. The integration allows the creation of sales orders or quotes in Fulcrum to create accounts and opportunities in Salesforce. 

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You can now download a report with in process tracking data! This report will pull data from the previous year. The report can be downloaded directly from the jobs grid or from the Quality tab of a specific job. 

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