Product Updates

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.

The jobs, work orders and scheduler pages will now flag any jobs/WOs/operations missing required subcomponents with the material missing tag. When you hover over the tag, you will be able to see the list of missing materials. A job/WO/operation is tagged as missing materials when the quantity required less any quantity picked exceeds the quantity available in inventory (availability is based on stock inventory plus reserved inventory earmarked for the job).

Join Josiah Bondy, Marketing Manager at Fulcrum, to see the latest enhancements to the system. The new updates fall into three main themes: a new way to connect with your customers, quality improvements, and upgrades to the user experience.

Connecting manufacturers is core to our mission at Fulcrum. As such, we’re excited to announce the initial version of our Customer Portal. This introduces a new way to build relationships and provide transparency to your customers by giving them secure access to live information about their orders.

What’s included:

• The Info Your Customers Ask About. Order and Invoice Statuses, relevant dates, and line item details.
• Secure and Easy Access. You control which customers have access and grant permission to individual orders/invoices separately. Your customers can log in using a basic link.
• Administrator View. You’ll be able to see what your customers will see and be assured about what is visible.
• Organized and Filterable Grids. The information can be searched and filtered similarly to your own grids, so customers can easily find the information they’re looking for.

Read more on our blog here or watch a YouTube video for a brief overview.

We have updated the Sales Order System to track the basic changes made to a Sales Order,  including when the Status changes. This is the first step in creating a comprehensive log of Sales Order changes and enables us to easily monitor all historical changes made to a Sales Order.

You can view the log through a link under the Sales Order number with the text "Last modified by". The route to the log page is https://{ your-domain}/ui/salesorders/{ your-sales-order-id}/audit-log. The log view of Sales Order modifications will save valuable time and ensures accuracy in the Sales Orders workflow.

In an effort to enhance production manager workflows, we’ve added the ability to view associated purchase orders (POs) for outside processing operations in the operations drill down on the Jobs page. Now, when you expand an outside processing operation, it reveals the key details of associated POs directly, eliminating the need to navigate to the PO page. This is the first step in a series of upcoming updates, all aimed at consolidating key information in one place.

Quotes will now have a Closed Date on the parent record. This field is read-only, and set once a quote is marked Won or Lost. If reverted to Draft, it gets blanked out. 

Using the grid exports will allow customers to more effectively analyze won/lost rates over time. A note that this will only affect quotes going forward.

QBD users will now have the option to match customers based on Company Name allowing more flexibility for customers who want to re-purpose the “Customer Name” field. You can turn this on with a toggle switch in the QBD V3 integration settings.

The Quotes grid now allows users to have more flexibility when viewing Quotes! Previously users could only filter by Status, but we have added more filters and additional KPIs for ultimate flexibility. Now, Quotes can be filtered by Status, Priority, Sales Person, Value, Created Date, Expiration Date, Due Date, Customer, or Company. The KPIs at the top of the screen have been expanded as well to include Draft, Needs Approval, Approved, Sent, Won, and Lost.