Product Updates

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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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’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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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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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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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 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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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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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.

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

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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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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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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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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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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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