Product Updates

We’ve made some key changes to the way Fulcrum recognizes customizations to items on sales orders and quotes that will help shops that use some customized components and some from stock.

Fulcrum now identifies the specific layer of the BOM/routing that was customized, allowing the system to give better “to make” recommendations on the job for the non-customized portions of the job.

The “to make” roll-up on a job looks at all of its subcomponents, existing inventory, and demand across other jobs, and comes up with a recommended quantity of the subcomponent to make.

The system now understands specifically which subcomponent was customized — meaning it cannot be pulled from stock — and which were not customized and could be pulled from stock. This will help streamline your review process and enable the system to give you better recommendations.

When quotes and sales orders are categorized as won or lost, the cost information is now locked at the time the BOM and routing information is locked. Before this update, the costing information would pull the most current pricing information with no historical data. This will give you an accurate, historical view of your quoting and sales order activities.

We’ve added a new function to mark items as single-use when creating a quote and a new indicator on the items page. Before this visual indicator, items would be archived once a sales order was closed without a way to identify that the item had historically been single-use. For our customers that are consistently using single-use items, this creates a cleaner view in the items grid.

Fulcrum users can now update their own company data within Business Setup. This means that you can make any changes to your company data directly through your Fulcrum site, rather than going through your launch or customer success manager.

We’ve added a feature to “Pick All” inventory for a job, as well as a warning when items have not been picked. This will help ensure that no items are missed during the operations and streamline the picking process.

We've made continued improvements to associated purchase orders directly to jobs. The grid now provides you with even more information including POs for outside processing steps and other POs created from the job, PO status, and received status. This will give you a more holistic view of purchasing related to specific jobs, and give more actionable information at a glance.

Fulcrum users can now create fully custom sized labels for items and jobs. Before, users had to select from three available size options, but now you can select any size that makes sense for your business. The free-form sizing can be found and updated in System Data, where you can set default sizing for small, medium, and large label sizes. This allows for more flexibility to fit your shop's specific needs.

We’ve added the option to copy in-process tracking steps to make them easier to duplicate within a job’s routing step, and you can also more easily re-order the steps. This should help create a more efficient flow when editing routing steps.

When using work orders, you can now pick materials related to a job rather than items tied directly to a routing step. In the Job Tracker, when job tracking against a work order, team members will now see the materials associated with the underlying jobs all organized by Job ID. The goal here is to create a more streamlined flow when setting up work orders and to make it easier for operators to efficiently pick the items that they need to complete it.

It can be difficult to accurately track scrap material for shops that have complex jobs with operations running over multiple days or weeks. To help keep track of scrap over these long-run operations, we added the ability to log any scrap for the operation while the job is being worked. This will give you a more accurate and timely view of how much is being scrapped and give you a chance to make any necessary changes.

This new option within Fulcrum allows you to enable a default setting to invoice only items that have shipped rather than the entire ordered quantity. This is particularly useful if you ship a lot of partial orders. This is an optional setting that can be turned on in App Settings.

Within Fulcrum setup, you can now add default units of measure and times to your operations. This will help to create efficiencies when creating BOM/Routing steps on items, allowing you to pre-fill from established defaults rather than manually entering each time.

With raw material pricing and the supply chain constantly in flux, we’ve added the ability to override material values when quoting. This new setting enables the use of current vendor pricing rather than the value of existing inventory, allowing you to plan for future jobs and not take the current inventory value into account.

The setting can be turned on by your Launch or Customer Success Manager.

You can now bulk export all documents associated with a job in a convenient zip file. This is particularly useful if you need to keep track of certifications. The bulk export will deliver all your underlying material certifications.

This new feature is designed to make it easier for Fulcrum users to tie purchase orders directly to a job, meaning the materials ordered for a specific job will be allocated specifically to it rather than entering general inventory. This adds a new level of visibility throughout Fulcrum by tying in the job ID to the purchase order and shows the associated job at time of receiving. Additionally, all purchase orders related to a job will now show on the jobs page.