Product Updates

As a next step in our enhancement of the realtime notes feature, we’ve added a notification summary to the Jobs page. This will alert you to unread notifications for unread notes for jobs on the first page of the grid. 

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We’ve updated the design of our packlist to match the other documents that you generate within Fulcrum! This will give your documents a consistent look throughout the full Fulcrum experience.

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Now you can export data from the Purchasing Planning and Demand Planning grids within Fulcrum. This data can help you to review historical data for purchasing and demand, and even track trends over time! The permissions for data downloads can be found in Business Setup > Permissions.

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As we continue to expand our data downloads throughout Fulcrum, we’ve added new download functionality to the CAPA and Inventory Transaction grid. These downloads allow you to work with your data outside of Fulcrum!

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Now you can add new customers directly from quotes or sales orders! This gives you more flexibility within Fulcrum and makes it easier to quote quickly. 

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The quotes and sales orders will now show a preview of file attachments - including 3D renderings! 

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Users will now be able to have permissions to edit only their own time management instead of only being able to edit all or nothing. This is broken up into either ability to edit all of your own time clocks or edit just your own job clocks. These permissions can be configured in Business Setup > Permissions.

The customer page now includes an associated records tab which will show the quotes and sales orders for the customer. This will help you see the sales history for your customers. 

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We’ve added new job cost information to the jobs page which will let you see cost breakdowns for the full job, as well as line item breakdowns. 

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The schedule now takes material associations into account at the operational level, rather than at the job level. Previously, jobs would not start until all material had been received, regardless of where the operation requiring the material fell. This will allow for increased efficiency for jobs to move through production. 

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You can now adjust the quantity to make on job labels from Job Tracking. This is to accommodate continuous flow, so operators can print a label that travels with a subset of the total quantity to make.

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We’re continuing our work on improved picking in job tracking. Now, in job tracking we’ve added indicators to show if the correct amounts have been picked.

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This has been a highly requested feature within Fulcrum! Now when a job has subcomponents, if the subcomponents are in stock they will be reserved for the job. An indicator will appear both on the item page. Additionally, you’ll see in job tracking if the inventory is reserved for another job it will have an indicator in the pick menu that the inventory is reserved. 

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We’ve added a setting to automatically turn on lot tracking for all newly created items. When enabled, the item creation will have the Lot Tracking toggle turned on. Additionally, we’ve added the lot tracking toggle to items created on quotes and sales orders.  

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We’re enhancing our in-app notes to be real time. This allows for real-time communication to the shop floor. The notes are available through job tracking and the jobs page and will have indicators when new messages are received. This is a great feature to help save time and improve communications within your shop! 

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