Product Updates

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.

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.

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 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.

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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 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.

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.

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

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.

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.

The Real Time Operations Grid now shows you quantity completed and quantity required for the job. Now you can use this data to compare with the timer and gauge progress.

We know that your customer’s often make changes to orders after they’re in progress. To make this easier for you to manage, we’ve added the ability to make changes to sales order line items after the order has been marked sent, as long as no job is associated with the items being removed. Now you can remove the item from the sales order or make changes as needed to the BOM and routing and then add it back to the sales order. The other option would be to make changes at the job level or delete the job and re-create it.

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.

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. 

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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.