Product Updates

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.

Users will now be prevented from moving forward with a Sales Order or Quote to other statuses if the order or quote is in an invalid state. You’ll now receive a warning icon that outlines what fields need to be updated in order to make the quote or order valid and move it through to the proper status.

• What makes a Sales Order or Quote invalid?
• An item has a quantity <=0
• A price is negative
• A required custom field is not filled out

While these requirements were all present before, they were not spelled out or visible to users. This gives users full insights into what fields may be missing for quicker fixes.

Users will now be able to update the job and operation a timer is associated with from the time management page. This is to make it easier to correct timers started for the wrong job/operation. Job costs will recalculate accordingly as with other time management adjustments.

Now you can create multiple custom job labels. Admins can customize job label fields and font sizes, similar to the receiving label capabilities. To make updates, go to Business Setup > System Data > Labels.

We now show the routing step number of an operation on the schedule. This can help those running the same operations on multiple steps of a job to easily see which card belongs to which routing step.

To make it easier to pass on certifications, we’ve added the option to print certifications when shipping an order. A new "Certifications" button now appears next to "Pack List". This creates a PDF capturing certifications related to the sales order.

We’ve decided to expand on some of the changes that we’ve previously made to the Item vendors. You can now save your vendor to the Item without having to save the page again.

Additionally, we’ve released a bug fix for the top navigation bar on the Items page, which was occasionally not working when users clicked on it.

You can now edit quantities of required items directly from the BOM parent view without opening the ‘Edit Items Modal’. This allows you to drag your items onto the BOM and edit quantity without having to open any modals. Editing will be disabled if you have a fixed quantity requirement or are using the "Creates X of parent" function.