Product Updates

We launched our Fulcrum community to a select group of users this month! This gives us the opportunity to hear directly from our users and gain valuable insights, as well as provides a place for our users to share information and best practices - both about using Fulcrum and the manufacturing industry as a whole. We'll be continuing to add Fulcrum users to this community as we grow. If you're interested in joining, reach out to your customer success manager!

Now you can add a default tax code at the customer level, so when a quote or sales order is created for that customer the correct tax code will automatically pull through.

Users can now reopen jobs that were closed at a quantity of 0. Jobs can be reopened from the job tracker using the “Reopen Operation” button or from the Job’s page with a newly added “Reopen Job” option. This is currently limited to only jobs that were closed at a quantity of 0 as the downstream implications of cascading inventory adjustments is much more contained in this scenario. Future updates to come to allow more adjustments post job completion.

We’ve added additional data downloads to help with month-end accounting needs. These reports can be found in the Accounting module, under Reporting.

In June, we launched our first ever in-app feedback survey to our customers! We received so much valuable feedback from our users, and are currently reviewing the feedback to identify areas for improvement. Stay tuned in the coming weeks to see some updates!

We’ve added an option to hide items with a quantity of 0 from the pack list that were included in a sales order, but haven’t shipped yet. This essentially gives you the option to display either all items from the order on the packing slip (even those that have not shipped), or display only the items being shipped in that particular shipment. This can be enabled through Business Setup > System Data > PDFs & Email > Packing Slips.

You can now add custom fields to jobs through the details tab on the Jobs page. The added fields can be viewed in the Job Tracker under the details tab which will help you capture any custom fields added to quotes or sales orders to be visible to operators. To setup custom fields, go to Business Setup > System Data > Custom Fields and select Job as the module.

We’ve made some enhancements to the look and feel of several grids throughout our site, including Customers, Vendors, Purchase Orders, Sales Orders, and Shipping. You'll see improved design and usability, enhanced performance, and some new functionality like key KPI information at the top and new ways to filter data. You'll see this same overhaul on several other grids over the next few weeks!

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This update allows for multiple users to enter responses on the same In-Process Tracking checkpoint in the Job Tracker. Current default functionality allows for multiple users to enter responses on different checkpoints, but only 1 response can be logged per checkpoint and users can see each other's entries. This new setting allows responses to be recorded per user and are all available in the job log. The operators will also not be able to see each other’s responses in the Job Tracker. The different approaches here are really a business preference in how you want data logged when there are multiple people working on things together. This feature can be enabled through Business Setup > System Data > Job Tracking Setup. For any advice on setup or changes to your process, consult your launch or success manager. Check out our Loom video to see how this works!

It's not uncommon to need to make a change to the list or amount of required materials after the job has already started. We've made some updates to the job page to allow for adding and removing buy items from the required materials list for jobs that are in progress. This will ensure purchasing recommendations are correct and that operators are seeing the correct information in the Job Tracker.

You can now search attachments on a job from within the operator view. This is helpful for users who have a lot of attachments for items, helping them find the exact attachment they need quickly. This search function uses the title of the attachment.

We’ve added a setting for margin-based pricing, which allows you to price based on your desired margins on the items page or at the item level within sales orders and quotes. When the cost of an item is updated, you’ll be prompted to recalculate the price. When margin-based pricing is set, your margin will stay the same and the price will update to reflect the change.

Because every shop wants different information on their customer-facing documents, we’ve added a setting in Business Setup to allow custom fields to be added to PDFs. Custom fields can be set up in Business Setup > System Data > Advanced > Custom Fields. Here, you can add custom fields related to different sections of your Fulcrum site and add customized line items to PDFs such as Quotes, Sales Orders, Purchase Orders, and Packing Slips. You may need to work with your launch or customer success manager to activate custom fields for your site.

We had a lot of requests for this one, and it’s finally ready for you to use: Now you can send emails with attachments directly from Fulcrum! You’ll be able to customize your messages and attach documents generated by Fulcrum – like quotes and sales orders – as well as upload and attach additional files. This should help streamline the work for anyone that sends documents to customers or vendors.

You can also set up email templates specific to quotes, invoices, etc.

This functionality is available in the Sales, Purchasing, and Accounting modules.You can activate this new feature with our setup guide.

We have added error notifications specific to our integration with Quickbooks Online. These error messages will be triggered when there are problems with the sync between systems and will typically inform you how to fix the error.