Product Updates

You can now change the QR code that appears on item labels to encode different information to support your workflows. The first step is to upload a QR code as an image attachment to the item. Then, when printing a label for the item, simply select the QR code you want to include.

We’re beta testing this feature, so let your launch or account manager if you’d like early access.

We’ve made several updates to the invoice grid to enhance clarity and support more informed decision making:
- Future Invoice Indicator: New icon for future invoices indicates why they are needed.
- The Sales Order column now includes the Order Total for a clearer view of each order’s value.
- SO Balance Column: This column now displays a balance only if the row represents a future invoice, helping to easily identify outstanding amounts.
- Invoice Total Column: Displays the invoice total of existing or future invoices, without taxes, making invoice totals easier to track.
- Removal of Confusing Totals: We’ve removed the general Total column to reduce confusion around displayed values.

These enhancements directly support accurate calculation of Unissued and Needs Action KPIs directly from the values displayed on the grid.

We’re rolling out some more changes to make it easier for you to manage your users. The user details page is getting a major face lift to bring the UI up to date with other parts of the site, but we’ve also added a view into user permissions so you quickly understand what they’re allowed to view and edit in the system. We’ve also added an ability to edit profile pictures directly from the user edit page - especially useful for setting the photo for users who only have access to Job Tracking.

We’ll be launching this new details page over the next couple of weeks.

We've been laser-focused on developing new features for sheet metal fabricators. A critical and unique step in fab shops is the cutting step, where parts from different jobs and sales orders can be nested together and cut.

We aim to seamlessly integrate this nesting workflow into Fulcrum, making it easier to identify what needs to be nested across orders and jobs. This will streamline the creation of Work Orders for cutting, with better filtering by material, thickness, and due date—plus, even suggest additional parts to nest in a given work order.

After creating the work order, you can quickly export all .DXF files to nest the parts in your preferred nesting software. Once the nest is created, upload the setup sheet back to the work order in Fulcrum. Our AI then extracts key details—such as machine run time, part sizes, material, and repetitions. This allows us to automate material picks, remnant creation, and deliver precise material costing for job costing in Fulcrum.

We're looking for customers interested in joining the beta for this new feature - let your launch or account manager know if you're in!

We’ve created a new tool to help you track how users are accessing the system. You can find a record of who logged into the system and the method they used by clicking on “Logins” from the users grid.

We’ve rewritten the users grid to make it easier to manage who has access to your Fulcrum site and how they can access it. In addition to a general update to the overall look and feel, the new grid hides inactive users by default and makes it easier to filter by role or status. We’ll be rolling out this new version of the user grid over the next couple of weeks.

You can now search purchase planning by sales orders and jobs. The added search functionality works similarly to item search: enter the SO number or job number in the search bar. Adding the ability to search purchase planning by job and sales order number helps reduce friction by allowing you to purchase efficiently without having to click into each individual line item to see where the demand is coming from.

For shops that use our automated lot generation feature in job tracking, we’ve added a new variable to capture the lots of items that were picked when handling the job. This will make it a little easier for you to track your input material to your finished product.

You can now link from the Jobs page directly to Job Tracking. This will be handy whenever you want to quickly drill into details on quality, correct picking information, create rework, or take care of anything else you can only do from Job Tracking. The link can be found under the three dot menus on the details page.

In this Fulcrum in 4 video, Adele highlights some of the key updates to Fulcrum over the last few months:

⇢ New BOM & Routing Editor

🌟 Beta: Grouping Jobs with Work Orders & AI Nesting Imports

𝌡 Beta: Custom Report Builder

We’re updating the look and feel of the operation editor, scheduling setup editor, PDF & email editor, tag editor, and the job settings editor. We’ve optimized for reducing clicks and producing a more unified experience.

You can now create jobs from the production tab of the item page.

We’ve added a new field to the vendor details for items to make it easier to link to your vendor for purchases. When you set that field, the link will be available on the purchase order to speed up the next time you need to buy that material.

We’ve made two improvements to provide more flexibility when creating work orders.

For Fulcrum sites that are configured to allow for customizing work order names, you can now edit the name of a work order after it’s been created if it is in review status. This should make it easier to create work orders from the jobs grid.

You can also now create a work order directly from a sales order. For shops that group work at the sales order level, this will reduce the number of clicks you need to get your work set up. If there are jobs that you’ve already created from the Sales Order page, simply click “Create Work Order” to group them up. We’re beta testing this feature, so let us know if you’re interested in giving it a test drive.

Matching custom fields will also now flow from customers to quotes and sales orders, from vendors to purchase orders, and from items to part line items.