Product Updates

We've added a new Purchasing Planning view for Outside Processing. The extends the seamless workflows and visibility from purchasing planning throughout other areas of Fulcrum to purchase smarter and faster. The grid will have filtering and KPIs to help you drill in to actionable items.

This is a report download that lives under the data dropdown on the jobs grid. It has one row for each job (in scheduled, in progress, or hold status) and gives some basic job details as well as the latest activity logged for that job and a timestamp. This will download all open jobs in alpha-numeric order.

‍

This new report is located under the Items & Inventory tab as “Inventory Value Report” and it will be able to pull the inventory values for any specified items at a specified date using inventory events. If no items or date are specified, the report will pull values for all items on the current date.

‍

You can now configure the labels that are generated at receiving. In System Data -> Label -> Receiving Label, you’ll see label variables like item name, description, job name, quantity, and more (A). You can also refine parameters including font size, bold text, and if the QR code should show (B). These labels are currently available for receiving from purchase orders.

‍

As a continuation of our rollout of job specific inventory, we've changed the way that inventory specific to sales orders is handled. It will now be treated as regular inventory, with a lot number automatically generated to distinguish it. This inventory will also have tags showing that it is reserved for a specific SO, and the tags will appear on shipping and picking.

‍

You’ll notice that item name changes are no longer possible in Fulcrum. Previously, you could change the name, but the updated name wouldn’t carry through to other areas. Going forward, we’ll be updating item edit functionality to provide more flexibility and continuity.

‍

You can now add certifications when receiving outside processing POs. Items must be lot tracked to add certificates. The certification will rollup to the job details certification tab, and to the item certification tab.

‍

Check out our new video series Fulcrum in 4 where we'll highlight some of the most recent Fulcrum product updates! Watch our February wrap-up below where we dive into capable to promise calculations, live chat notifications, default margins, associated records on customers and vendors, new data downloads, and our public API.

We’ve made some improvements to the Job Tracking interface for our mobile users. It is more user friendly, with this update focusing on the operation list and pick menu. 

‍

We’ve added more currency codes throughout Fulcrum for users that use multiple currencies in the site. You’ll now see currency codes on PO, sales order, quote, and invoice PDFs. This will also show on vendor price breaks and in the vendor details section. This will help add differentiation for currencies with the same symbols, like USD and CAD.  

‍

When POs are auto-generated, users will now be able to swap the vendor it is assigned to. The purchase order will still automatically pull the item’s default vendor - but you will now be able to select a different vendor as long as the PO is still in draft mode.

‍

We’ve added new KPIs to the vendors page for vendor quality, including a quality score for each vendor. This score will be calculated on on-time percentage and rate of issues with the vendor. This will help you evaluate your vendors and choose the best partners for your business. 

‍

We now have capacity visualization for the scheduler! The graphs will look at the four-week period and show the backlog of each department showing late and on-time jobs, as well as unused capacity. 

‍

We’ve added an option when editing items on the BOM that will allow you to add a fixed quantity requirement per job that won’t scale with the number of items that you’re making. As an example, if you require a certain amount of material to start a job whether making one or 100, the BOM can now accommodate that fixed quantity amount. 

‍

We've added a new setting to packslip configuration to show the sales order line item number. If you turn this setting on, instead of numbering the  lines in the shipment by 1, 2, 3, etc, we will show the line item number from the sales order so that your customers can easily match up what's in the box to what they ordered. This can be turned on in System Data > PDFs & Email > Packing Slips.

‍