Product Updates

With this update, attachments are presented by type, starting with the most specific and relevant attachments to the operation open (attachments tied to operation and subassembly) at the top. Users will now also have the option to toggle between a list view and a tile view for an at-a-glance or more detailed view.

Now you can drag and drop columns on the Jobs Grid, making it easy to put what’s important to you right where you need it.

Now, you can generate custom receiving labels, just like for Item and Job Labels. Add multiple receiving labels for added flexibility when printing.

Business Setup > System Data > Labels

Software should enable you to do more, not get in the way. We’re on a quest to find more ways to make using Fulcrum natural, starting with small but mighty changes like this one: We’ve removed a modal that popped up when creating a Sales Order or Quote and replaced it with a slide panel that lets you interact with the rest of the page, similar to other areas of Fulcrum, like Purchasing Planning. Keep out for more small but mighty experience updates like this in the coming weeks.

You can now import Purchase Orders into Fulcrum!

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The following fields have been added as options on the custom item labels:


- Tags


- Material shape, dimension, etc info as entered on the Item’s page


- Accounting codes
- Lot quantity on hand



If you would like to opt-in for Custom Item Labels, reply to this post. It will go live to everyone at midnight on September 18.

We've updated the jobs endpoint on the public API to show scheduler information.

The exact changes to the endpoints are as follows:

• Scheduled start time, scheduled end time, and scheduled equipment ID added to the job item-to-make operation List/Read endpoints
• Deprecated the status field in favor of statuses in the request body schema for job List endpoint so that more than 1 job status can be filtered for at a time. status is Scheduled for removal EOD 2023-10-31.
• Added the hasIncompleteOperations parameter in the request body schema to the job List endpoint to filter for jobs with incomplete operations.

Customers who want to access the schedule information exactly as seen on the schedule page can pass the following request body into the jobs list endpoint:

{ "statuses": ["scheduled", "inProgress"], "hasIncompleteOperations": true}

The first iteration of our updated Item labels will go out with limited fields (pictured below). It will be turned on for new customers during implementation and any customers who opt in. Reach out to your Customer Support Manager if you'd like this turned on for your site.

External references have been added all over sales orders so you can relate back a line item to their source system. This will allow users to write integrations into our environment with assurance they can equate line items from disparate systems.

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Syncing Shopify orders to Fulcrum has always been one and done. Recent changes to the integration enables syncing updates from Shopify to Fulcrum which are inclusive of refunds, removing line items, adding new line items, removing line items and updating line item prices/quantities. You can also enable syncing of cancellations/deletes. This can be turned on with a simple toggle on the Fulcrum integration page.

Previously if you synced a PO item receipt in QBD and then reverted it and received it again an error would occur because Quickbooks saw it as a duplicate receipt. Now for those on Quickbooks Desktop V3, reverted receipts are tracked, maintaining an accurate 1:1 relationship and eliminating the error.

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This feature makes operation associations visible on required Items to make it easier for our users to manage these associations.

This small update brings with it some performance improvements for the front end BOM editor that will make it less likely to freeze the browser on the largest of BOMs.

When you create a PO from a job or an Outside Process PO is created for a Job, any matching custom fields from the Job will automatically copy over to the PO.

To eliminate confusion and save users time, we have released a new feature that allows you to check the source of the price on a Sales Order or Quote by hovering over an info icon located next to the Pricing header. All you have to do is hover over the icon to see the associated pricing information!

There are currently three variations of what the info icon will display when hovered on:

- The pricing came directly from the added item. (Review the Item's Sales tab)

- The pricing came from the operations (Review the Operations for the item)

- The pricing is custom. (The price was changed from its source of origin)

A note that if the item that was added does not have any pricing data associated with it, then the icon will not appear on the Pricing field on the Quote or Sales Order. Previously, there was no indication where the pricing data on a Sales Order or Quote was pulled from, leaving users having to guess or check other pricing sources.

With this update, you can control the size of the QR Code Size on Job labels by choosing how many pixels show.