Product Updates

You can now create single-use billing and shipping addresses on quotes and sales orders. 

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We’ve added even more customization to Fulcrum documents! Now when a dark color is selected for the document the font will automatically change to white.

The job tracking operations list now includes a material missing flag when an operation does not have the material required to complete it. This will only apply when the material is specifically for an operation. Additionally, if multiple operations require the same material the flag will not appear until available material has been picked on one of the operations. 

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This has been a highly requested feature! You’ll now be able to import routing steps and required items from another item’s BOM and routing. When you select a new item, you’ll see the additional steps added and can remove if needed.

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You can now manage customer returns through Fulcrum! You could already add a refund to the sales order, now when you are refunding an item, you can also indicate a return. This will create a receiving record for the item being returned. Check out the below video for a walkthrough of this new feature.

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It’s finally here! We’re launching the updated quotes interface to match our previously updated sales order page. With the update, you’ll see a cleaner UI and improved performance on the page.  When adding items to a quote, you’ll be able to see related attachments and make changes to the BOM/routing. The new quotes page also features auto-save functionality. 

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We’ve added a setting that will allow users to view their own time management! Users can access this through Live > Time Management to view. 

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If a discount is applied to a quote line item, the margin listed in the quote's KPI will update to account for the discount. The margin in the main pricing section will remain unaffected by discounts. 

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This feature will automatically add new equipment to the department shift(s) of the relevant work center. If the department has multiple shifts, the equipment will add to each non-overlapping shift.

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We’ve made some back-end performance improvements to the inventory transactions grid. 

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Users will now be able to add rework for operations on work orders. The rework will be specific to individual jobs within the work order. The button is on the details tab under each job specific dropdown and is available as long as the job is not completed.

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As part of our continued work on data exports, you can now download data from the Work Order and Time Management grids.

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Quotes and Sales Orders are now able to produce estimated completion dates! This new feature will look at the availability of the schedule at that moment and produce estimated completion dates based on the priority level of the job - taking into account the BOM and routings for all items on the quote or sales order.

We’ve done some work behind the scenes to improve the performance on work order picking. You should notice a faster experience when picking items for work orders.

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Users can now open and preview job attachments directly from the operations list in Job Tracking. Additionally, this list will now show the quantity to make and quantity completed. 

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