Product Updates

We're enhancing Fulcrum's handling of order changes by improving the link between Sales Orders and Jobs. Now, updating the quantity on a Sales Order Line Item will automatically update the linked job's quantity if the job is under review or in engineering status. We're working to expand this functionality further.

The “Associated Records” sections on the Sales Order page will now link to NCRs and CAPAs tied to that Sales Order.

Fulcrum sites using SQL can send automatic emails or Slack/Teams messages, now including NCRs and CAPAs. We're in the process of migrating all sites to SQL, but let us know if you'd like to migrate sooner to access this feature!

Operators are human, and sometimes forget to start a timer.  This is fixable by going to Live > Time Management > Add Record.  Previously, however, an exact start and end time was needed.  With this release, you can alternatively enter a start time and duration when adding new time records.

Oftentimes, you may not want or need to export the routing for all of your items; you may be focusing on a specific item.  Previously, you would have had to export all routings, then filter and delete the extra rows.  Now, from the ‘Production’ tab of a Make item, you can export the BOM and Routing for that item (and its subcomponents).

Include Missing BOM // Routings on Export: Previously, the BOM and Routing export excluded items without BOMs or routing steps. Now, the export includes these items, making it easier to identify and correct missing information.

“CopyFrom” Column on Routing Import: Fulcrum offers tools like the AI BOM Importer and SolidWorks Pack’n’Go for importing BOMs, but they lack routing step data. Previously, routing could only be copied in-app via right-click > import. Now, you can do this via import by adding a NumberAndRevision in the “CopyFrom” column on the routing tab to copy operations from another item.
Here's a video combining a couple of these new tools:

In this Fulcrum in 4, Jack walks through updates to Fulcrum over the last few months:

🏷️ Packing Labels

🔔 Email, Slack, and Microsoft Teams Notifications

⚙️ Updating BOM & Routings on multiple records

We’ve made it easier to manage your BOM and Routings. Previously, when you made a change to the BOM and Routing for an item, there was no easy way to apply those changes to existing orders and jobs. Now, when on the item page you’ll see an “Update Options” button. Clicking that will give you the opportunity to apply those changes to existing sales orders, quotes and jobs, so long as those records aren’t closed or in progress.

We’ve updated Fulcrum’s role and permissions editor. For the most part, things will work the same as before but with an updated appearance to be in line with the rest of Fulcrum. The biggest change is that now it will be much clearer which permissions are required by other permissions that you’ve granted to the role.

We’ve given the CAPA editor a brand new look. All of the existing functionality will still be present, but the UI has been updated to fit in with the rest of the Fulcrum system.

We’re rolling out our Bill of Materials (BOM) Importer to all customers next Tuesday, December 10th. This will allow you to upload a drawing file to automatically generate a BOM. Our goal with this is to help speed up quoting and item creation. Since the beta was released, we’ve made enhancements to the UI, moving it more center stage in the Quoting and Sales Order pages so you stay oriented / keep context of the work you’re doing.

To use this feature, select ‘Add New Item' from the summary dropdown and you’ll see the importer above the section where you create a new item. We list the compatible image and file types that you can drag in / upload and AI will then parse the file to create a bill of materials for that item. It will either create new items or match ones already existing in fulcrum and from there you can edit details, replace an item with one in your system, or detach items from ones we matched. Video for a workflow overview!

You can now update the customer on open Sales Orders. That change will also be reflected on any open shipments or unissued invoices. Shipped shipments and issued invoices will be left unchanged, but the system will display a notification when one of those documents has been opened.

We’ve updated the Non-Conformance Reports (NCR) page's interface to increase the ease of use and to lay the technical groundwork for future enhancements. We’ll be gradually rolling this change out to Fulcrum sites over the next few weeks

In order to streamline the Fulcrum onboarding process, we have added an option to sync QuickBooks Online customers to Fulcrum with just a click of a button!

New customers utilizing QBO can now bypass the Customer Import and instead choose to populate customers in Fulcrum by selecting the “Customer Sync” button, under the “Onboarding Tasks” section on the QBO Settings page.

You can now keep your COGS and inventory general ledger accounts in QBO automatically updated with job cost and inventory changes from Fulcrum. As job cost values flow through Fulcrum (from raw materials to work-in-progress, finished goods, and invoicing), Fulcrum will create journal entries in QBO nightly. These updates will ensure your COGS and inventory GL values in QBO match the data in Fulcrum for better reporting and simpler tax calculations.


For our beta release we will be only syncing material and outside processing costs to QBO but we plan on including labor and machine time soon.