Product Updates

You can now filter by company on the sales order grid making it easier to see all sales orders for one company!

We’ve added a large new feature to allow for additional pricing strategies! With our new customer pricing groups (tiers), you’ll be able to set up groups or tiers of customers and assign them different pricing or discounts. This will allow you to set discounts or item-specific pricing by group (rather than by individual customer).

You’ll be able to view this feature on the Customer page. We are slowly rolling this out so if you don’t see it yet, you will soon. Reach out to your launch or success manager to learn more.

You can now set up default vendors, price breaks, lead times, and accounting codes on outside processes. This will allow for more accurate quoting for oustide processing operations with fewer steps. By setting this information at the business setting level, the defaults will automatically pull through when a routing step is added. To use this feature go to Business Setup > System Data > Operations and select an outside process operation to add defaults.

‍

Now your orders can now be automatically marked as fulfilled in Shopify based on the Fulcrum shipping status. With this feature, once a sales order in Fulcrum is marked as ‘fully shipped’, the associated order in Shopify will be set to ‘fulfilled’. This eliminates clicks and allows any additional non-Fulcrum Shopify integrations to be triggered.

To turn this on go to Business Setup > System Data > Integrations > Shopify to turn on this feature.

On the Jobs page, you will now be able to view information for canceled jobs. This includes in-process tracking, scrap, and job costing data. This will allow you to review information about canceled jobs along with your other jobs.

‍

You can now set default deposit settings for customers including if a deposit is required or not, % vs. $, the amount and the deposit accounting code. This allows you to set a default deposit requirement on a customer and have it carry over to any sales order for that customer. You can access this feature on the customer details page.

Improved Demand Planning! This upgrade has been a huge effort toward optimizing the current algorithm, speeding up queries, adding new functionality, and making all data much clearer.

What to Expect:

The upgrade includes a cleaner look-and-feel, with improved performance. Expect new KPIs, improved search, and filters. Items on the grid will be automatically flagged as “finished good,” “subcomponent,” or both to help you prioritize your job creation. The grid automatically sorts to “production recommended,” giving you a high-level view of what items have demand. Demand is calculated using quantity on hand, required minimums, sales orders, and incoming POs. A details panel shows you where demand came from and a graph that shows expected supply over time.

New Functionality:

• See what drives demand and view a graph of expected supply over time.
• Custom items are now included in demand planning and will be shown as a separate row. Use demand planning to create custom jobs from sales orders. Or, if you have auto-generate jobs from sales orders workflow turned on, demand planning helps you double-check that nothing was missed.
• Create multiple jobs for one item.

You can now search the job tracker by customer! Similar to the search functions for jobs, we expanded to the ability to search with in Job Tracking. This makes it easier for you to locate a job or operation by the customer name.

‍

Now you can bulk print and download packlists and shipping attachments right from the shipping grid. This is especially helpful for customers who mass download or print other documents associated with shipments. It will download all attachments on the shipping record. 

Downloaded file names include shipping ID, customer, date, and attachment name, making it easy for you to sort the folder once downloaded. You'll be able to print multiple packlists at once, right from the grid. In addition to printing for previous shipments, you'll be able to print for shipments that are saved but not yet marked shipped.

You can now set default CC and BCC recipients for your emails, specific to each module (i.e., invoices and quotes could have different CC/BCC recipients). These can be set in Business Setup >System Data> PDFs & Email. Email addresses entered here will show up automatically when you send an email from Fulcrum.

This has been coming for a while and we are so excited for you to use it! The upgrade includes a cleaner look (one line per item, clickable KPIs), better functionality (easier to view all sources of demand and edit inventory), and improved performance.

A new side panel gives you visibility into further item details and a new inventory adjustment component for quick inventory changes without leaving the page. New filter options include tags, locations, and whether the item has expired inventory and the entire grid is searchable. All these features were added to make it easier for you to see and edit your items.

To provide more flexibility to sales orders as details change in progress, we added functionality that allows you to edit and delete more line items like discounts, fees, and taxes.

You can now set your Shopify integration to immediately sync inventory changes in On-Hand and Available from Fulcrum to your Shopify store. A faster, real time update will ensure items show in/out of stock to your shoppers as soon as inventory levels change. To take advantage of this change, go to your Shopify settings in Business Setup.

Never miss a sync issue. You will now get integration notifications on invoicing and purchase order grids. This allows you to view all records impacted and resync all at once, right from the grid.

We've added a new field to the Invoice Summary Report so that you can now see the total with tax added.