Product Updates

We’ve rewritten the users grid to make it easier to manage who has access to your Fulcrum site and how they can access it. In addition to a general update to the overall look and feel, the new grid hides inactive users by default and makes it easier to filter by role or status. We’ll be rolling out this new version of the user grid over the next couple of weeks.

We’ve created a new tool to help you track how users are accessing the system. You can find a record of who logged into the system and the method they used by clicking on “Logins” from the users grid.

You can now link from the Jobs page directly to Job Tracking. This will be handy whenever you want to quickly drill into details on quality, correct picking information, create rework, or take care of anything else you can only do from Job Tracking. The link can be found under the three dot menus on the details page.

For shops that use our automated lot generation feature in job tracking, we’ve added a new variable to capture the lots of items that were picked when handling the job. This will make it a little easier for you to track your input material to your finished product.

In this Fulcrum in 4 video, Adele highlights some of the key updates to Fulcrum over the last few months:

⇢ New BOM & Routing Editor

🌟 Beta: Grouping Jobs with Work Orders & AI Nesting Imports

𝌡 Beta: Custom Report Builder

We’ve made two improvements to provide more flexibility when creating work orders.

For Fulcrum sites that are configured to allow for customizing work order names, you can now edit the name of a work order after it’s been created if it is in review status. This should make it easier to create work orders from the jobs grid.

You can also now create a work order directly from a sales order. For shops that group work at the sales order level, this will reduce the number of clicks you need to get your work set up. If there are jobs that you’ve already created from the Sales Order page, simply click “Create Work Order” to group them up. We’re beta testing this feature, so let us know if you’re interested in giving it a test drive.

We’ve added a new field to the vendor details for items to make it easier to link to your vendor for purchases. When you set that field, the link will be available on the purchase order to speed up the next time you need to buy that material.

You can now create jobs from the production tab of the item page.

We’re updating the look and feel of the operation editor, scheduling setup editor, PDF & email editor, tag editor, and the job settings editor. We’ve optimized for reducing clicks and producing a more unified experience.

We’ve made several enhancements to custom fields to give you more options for customizing the flow of data through the system. Outside Processing line items now support custom fields and matching custom fields on the job will flow into matching fields on the line items.

Matching custom fields will also now flow from customers to quotes and sales orders, from vendors to purchase orders, and from items to part line items.

The new shipping module now supports printing certifications. The certifications that can be included are those directly attached to the job, the associated sales order, or any certifications attached when receiving material or outside processing work that was used for the job.

This resolves one of the last significant functionality gaps between the old and new shipping modules and so we’ll be looking to migrate additional shops to the new version over the next few weeks.

You can now define labor rates for each operator on their user setup page. If set, user-level rates prevail and are used in actual job cost calculations. If an operator does not have a user-level rate defined, we use the existing workcenter rates (current behavior). If multiple operators work on a job and have different user-level rates, the rate displayed in the actual costs will reflect a blended (weighted average) rate. Estimates will still be based on work center rates.

We’ve made a few improvements to our in-app downloadable reports. The inventory transaction grid download will now include value breakdowns by type (material, labor, machine, or outside processing), accounting codes, and custom fields. The sales order detail download now includes estimated unit costs and estimated margin rates for open orders.

We're excited to introduce a new Report Builder! Once enabled, you will see a new menu icon on the navigation bar that will take you to the Report Builder page where you will be able to view and use the underlying data that powers Fulcrum to create visualizations and export the raw data to tinker with as you see fit.

When released, we will have curated datasets and sample reports ready for you to start working with, but you have access to change, pivot, aggregate, and segment the raw data in many different ways to build whatever view into your shop you want to look at.