Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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There is now an option to create and schedule jobs when sales orders are created from ShipStation saving you clicks and time. This feature requires you to have the Auto-Create Jobs process app setting enabled.
Fulcrum obviously doesn't have a full RFQ module meaning most of you are likely managing RFQs outside of the system via email and other methods. We do plan to build out a robust RFQ feature in the future in order to kick off RFQs from the quoting process and elsewhere.
In the meantime, we've added a somewhat 'hacky' way to utilize the Purchase Order module to send an RFQ. You can now customize the PO PDF so that if the PO is in a 'draft' state the PO PDF will actually say 'RFQ' in the header.
Please note, there's no additional functionality on top of this to manage RFQs. You'll still need to go back and cancel/delete old draft POs (RFQs) in order to keep your data clean, but it should give some ability to manage this process inside of Fulcrum for those wanting to do so.
There is now an option to create and mark invoices as paid alongside created sales orders!
We’ve been working on some fixes to drag-and-drop scheduling to make it easier to use. Customers using drag-and-drop functionality will notice the following improvements:
You can now navigate through in-process tracking steps in job tracking using the arrow keys. This update allows you to move through the steps more quickly and efficiently.
We have made some improvements to the shipping status so that it takes into account sales order ship by date and priority.
Previously, if there were 100 pieces in inventory available to ship and three sales orders needed 100 of that item, the shipping grid would show all three SO as ready to ship even though you really only had enough inventory to ship one. Now, the shipping status will take into account priority and ship by date, so that the only SO showing as ready to ship will be the one with the highest priority and closest ship-by date.
This should give your shipping team a clearer picture of what is ready to ship. We’ve also added tooltips, including one on the shipping status of records where there is technically enough inventory but it isn’t showing as ready because another shipment is higher priority.
Now you can select any equipment in the shop when editing the routing on the items, sales order and jobs page.
More updates for Shopify customers! You can now sync Shopify inventory against custom field mappings instead of just the default of fulcrum number -> shopify sku.Let us know if you have any comments or questions!
This was a big effort to improve the UI of the Sales Order page. The new Sales Order page features a clearer look and design and improved performance. The upgrade allows for faster and easier data entry, condensed information, better visibility into job status, and overall more intuitive interactions. It will be rolling out to some early Beta group users this week and then gradually released from there. Let us know if you’re interested in opting in for an early release!
New Functionality and Notable Changes
Autosave: The Sales Order page will now autosave to prevent you from losing important data.
Visual Jobs Status: More information on the amount ordered, produced, and shipped per job from the SO page.
Ability to edit price/quantity/margins directly from a new summary grid.
We’ve added a new way to export purchasing data from Fulcrum! You’ll see a new button on the purchase order grid to allow exporting either an open PO report or your Grid Results. This exports an excel file of the current grid results (max 10k rows). If you have any filters applied to the grid, these will be applied to the exported results as well. We plan to continue to roll this type of data reporting/downloads out to other areas.
This will be available on the new Sales Order page only. With the new feature, you'll be able to move job inventory directly to real inventory once a job is completed (instead of waiting for it to be fully shipped with excess availability). When you do want to ship, you'd be able to ship from the location that this job inventory went to or if there are other jobs for this partline ship from that as well.
Another big revamp! We have updated the purchase planning grid to align with much of what you saw in the new Demand Planning Grid.
This upgraded page features the cleaner look and design and improved performance you’ve seen in other upgraded pages. You’ll notice new KPIs, better search and filter functionality, and more! The page will automatically sort to ‘Purchase Recommended’ to give you a high-level look at what items need to be purchased to meet demand and required minimums. A details panel will show what jobs are driving purchase recommendations and show you the expected on-hand supply for a given item.
New Functionality and Notable Changes
A call out for ‘timing issues'. Specifically, this KPI looks for any item in which there’s incoming supply but the receive date is after the expected need date of the item based on the schedule.
- A details panel displaying what jobs are driving the purchase recommendations as well as a graph that shows expected supply over time.
- Aggregate all POs from a given vendor and create them right from the Purchasing Planning page
- Top-level KPI’s to keep you on track of what’s needed
You can now define price breaks for customers at the tier level to be applied to all customers tagged to that tier. Additionally, this feature now supports multi-currency!
Previously, when an item created on a job is associated to a sales order we lock in a few areas of shipping where we can no longer use regular inventory. This adjustment allows for shipping to pull from both regular and job inventory when an item is not custom. We'll also give an indication that there's a job pending when shipping and warn if a user tries to ship from inventory when there's an incomplete job associated.
Customized items will still need to be shipped from the associated job.
