Product Updates

New “Select All” button on the create Work Order grid which will speed up the work order creation process. This added button will allow you to add all operations based on the filtered grid data. To view this feature go to Work Orders > Create Work Orders and filter to an operation.

You can now choose to include only the customer’s first name on email templates. While the contact's full name is still an option, being able to greet contacts using (only) their first name will allow for email templates that sound more personalized.

New negative inventory warnings! If the quantity input to pick from an item/location/lot in job tracking will result in a negative on-hand value, the pick button turns red (instead of the standard blue) as a visual warning that the pick will have negative consequences. This should bring more awareness to negative picking.

By popular request, we have added the ability to filter by status on demand planning so you can see “active” vs. “archived” or “draft” items. By default, you will see all items but can filter to display items in a way that is most useful for you.

You can now search on the items grid by the customer or vendor name for an item! This will make it easier to find items based on what the customer or vendor calls them.

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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 functionality to labels printing to allow for more rows. We were previously limiting descriptions on the labels to 2-5 rows depending on the label. Now the limit will be determined by your label height. This should allow for significantly more description rows for medium and large labels.

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The new functionality will allow you to customize your view of the schedule to match your workflow. You’ll be able to filter and create presets based on priority level, departments, work centers, and equipment. You will also be able to choose a default view that will be displayed anytime you go to the scheduler. 

All saved presets will be able to be shared/viewed by all your team members making it easier to collaborate. This is helpful to be able to segment and view a specific department's schedule. 

We’ll be gradually rolling this out over the next few weeks. So if you don’t see it next week in  your site, you’ll see it soon!

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.

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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.

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.

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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.

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.

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.

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.