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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Shopify Integration Update

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.

Shopify Integration Update
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Integration Error Notifications

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.

Integration Error Notifications
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New Field Added to Invoice Summary Report

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

New Field Added to Invoice Summary Report
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Quickbooks Online Integration Sync Updates

One of our most requested features! Our Quickbooks Online integration will now sync updates to POs and Invoices when the price has been changed in Fulcrum. This means that changes made will sync into QBO when changes are made, simplifying your workflow. Previously, price changes would need to be made in both Fulcrum and QBO independently. To turn on this setting, go into your integrations settings (Business Setup > System Data > Integrations). This new setting will only apply to POs and Invoices created after the feature has been turned on.

Quickbooks Online Integration Sync Updates
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Inventory Adjustment Notes

Now you can add a note when doing an inventory adjustment. This will give you additional visibility and records on inventory transactions and adjustments in the items page.

Inventory Adjustment Notes
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Real-Time and Scheduler Performance Enhancements

We've made some back-end improvements to the loading speeds on both the Real Time Operations Report and Scheduler. Additionally, improvements were made to the overall performance of the schedule. These updates will provide you with quicker load times so that you can get the information you need faster.

Real-Time and Scheduler Performance Enhancements
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Add Default Email Addresses to PDFs

We’ve added more options for the email addresses that show up on PDFs generated throughout Fulcrum, including Quotes, Sales Orders, Purchase Orders, Pack Lists and Certifications. You can have the email default to the creator of the document, or add a different default email address. To configure, go to Business Setup > System Data > PDFs & Email, select the template you’d like to update and choose an option from the dropdown menu.

Add Default Email Addresses to PDFs
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Improved Form Designs

Similar to our work on the grids throughout Fulcrum, we’re also working on updates to our forms that you’ll start to see throughout the site. This month we rolled out a fresh vendor and customer forms. Expect improved performance, zero ‘time-outs’, cleaner interfaces, as well as changes to optimize for fewer clicks.

Improved Form Designs
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More Job Log Details

We’ve added even more data to the job log. Now the job log will capture status changes, as well as who changed the status and when the change was made. This will give you more visibility as the job progresses and once it is completed. 

More Job Log Details
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Credit Limit Warnings

When creating sales orders, you can now see the customer’s outstanding balance and receive a warning when the sales order is sent and will push them over their set credit limit. This new warning will help everyone on your team have better visibility into your customers’ current standing when taking on new orders. 

Credit Limit Warnings
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Print Labels from Job Tracking

We’ve added the ability to print both raw material and job labels directly from Job Tracking. This will allow your operators to re-label materials that go back on the shelf when unused, as well as label items that are for a specific job so that you’ll always know what’s been made. 

Print Labels from Job Tracking
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Additional Options for NCRs

We’ve added options for Returns and Warranty as NCR types to give better visibility and help you track these processes within your shop.

Additional Options for NCRs
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ShipStation Integration Updates

We’ve added new settings to our ShipStation integration to allow you to specify the status of a sales order when creating via ShipStation. Now you can also mark sales orders complete after fully shipping them via webhook.

ShipStation Integration Updates
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Shopify Integration Updates

We’ve added more customization options to our Shopify integrations. You can choose to use “Available” rather than “On-hand” inventory when updating your Shopify inventory. Additionally, if you have multiple Shopify stores, you can choose to update each store separately using Fulcrum inventory locations. Both of these settings can be configured in your Shopify integration page. 

Shopify Integration Updates
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Partial Receiving of Outside Processing Items

You can now partially receive items from outside processing to be added to inventory immediately, and can be used on the job. Before this update, partially received items weren’t accounted for in inventory and weren’t available to be used on a job. Now you’ll be able to begin work on a job while awaiting the remaining items.

Partial Receiving of Outside Processing Items
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