Product Updates

Archie used to lose a PDF or image after a message or two and ask for it again. It can now reopen anything you uploaded earlier in the conversation.

Upload .md and .html files to Archie chat or Builder and they can read them.

• Checkbox labels: click a checkbox in a template to name its labels in a side panel, or give each label its own box.
• Multi-line text: text fields on a certificate grow a row each time you press Enter, and the PDF keeps your line breaks.
• A tidier picker: tables replace lists, filters sit at the top, and sampling plan variables are available.

Ask Archie what an item costs at a quantity. It returns total and per-unit cost, cost by category, whether a minimum production quantity raised the run, and the labor, machine and setup hours behind it. This also works through the Model Context Protocol (MCP).

The built-in viewer now opens compressed STEP files (.stpz), Solid Edge assemblies (.asm) and CATIA V5 parts (.CATPart), so more files open without leaving Fulcrum.

Operation defaults can now hold the same checkpoint settings as routing checkpoints, including how often a checkpoint happens and whether completion is allowed out of tolerance. The Operations IPT (in-process tracking) Defaults import and export carry the new fields, and new rows keep their stage.

Don't see this yet? Reach out to our support team or your account manager and we'll turn it on for your shop.

Prioritize nests by due date. Nest Planning has a new sortable Earliest Due column showing the soonest due date in each material and operation group.

The Create A Work Order grid has a sortable Status / Scheduled Start column showing each operation's own status and, for Pending and Ready operations, when it's scheduled to start. Unscheduled operations sort last.

Canadian QuickBooks Online companies can have purchase order updates sent in real time, following your existing real-time updates setting.

Reach out to our support team or your account manager and we'll turn it on for your shop.

Tired of updating parent items by hand after ordering? Turn on the new setting in System Data → Purchasing and Fulcrum will update parent items (and material weight prices) when a purchase order (PO) is marked Ordered.

Don't see this yet? Reach out to our support team or your account manager and we'll turn it on for your shop.

Teams that automate repeat quotes through the public API can now edit the sub-assemblies on a quote line's routing, not just bought items.

A customer with a contact who has no last name used to be impossible to save. Now only the first name is required, everywhere you add or edit a contact: customer page, quotes, sales orders, spreadsheet import, and Archie.

If your prices are rounded, the numbers on your PDFs and the numbers sent to your accounting system need to match. They now do. Set your decimal pricing preference in System Data → Sales settings. It works with QuickBooks Online, QuickBooks Desktop, Sero, Sage 300, Sage 50, Salesforce and Dynamics GP. It does not apply to NetSuite, Acumatica, Avalara, ShipStation or HubSpot.

Don't see this yet? Reach out to our support team or your account manager and we'll turn it on for your shop.

• Quote part lines now return their price breaks, and can read and set their own lead time.
• You can now change an existing item's Make/Buy.

Archie can now create, update and delete time entries for everyone with permission to edit their own job clocks. Your permissions and the rules Archie follows are unchanged.