Product Updates

Whether you’re sending quotes, sales orders, purchase orders, or invoices, you can do it right from within Fulcrum thanks to a new email integration. Anywhere you see a pdf, you'll now see a new email button along with the download and print buttons you've always had. The email will come from your normal account and still show in your outbox, but now you’ll no longer need to save a PDF and then attach it within the standalone email program.

The system will use whichever email system you have set up, either as its own program or within your browser, and will automatically fill in a template for you to use, which can be customized to fit your business in the system data setup. The templates for the emails can be created in the system setup section of Fulcrum by anyone with access. Have no fear, you'll still be able to give it a last look before pressing send, so if you catch something you want to change, you can.

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On the schedule page, a cleaner grid makes everything easier to read, and late jobs are now labeled and have a red outer glow so you can easily see what needs special attention.

The redesigned schedule page flows beautifully and now offers tags for each priority level that are visible on the job cards, as well as an easy-to-read button with the percentage of jobs currently running late. Press the button to filter to late jobs automatically.

We continue to work to make the schedule as user-friendly as possible, so there’s more to come on this as well.

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The BOM should be everything you need for a job, but sometimes additional or different material is necessary. When that’s the case, you can now add different materials even after the job is closed to reflect the changes made and to help keep inventory counts accurate.

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Within the job scheduler, you can now display your most important item tags, allowing you to make sure that key characteristics about a particular job are readily available to everyone from the shop floor to the back office.

We also added the option to configure a tag on the scheduler page specifically for new jobs.  This is a great way to communicate on-the-fly that a job may take more time or has unusual steps involved.

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For your machines that need very little supervision or can run entirely on their own, we’ve updated our system to reflect the difference between operator time and machine time. You’ll now have the option to mark equipment, work centers, and operations as being able to run unattended in your system setup, then specify in routings whether the machine will run unattended during the production of this specific item. To help keep your schedules as accurate as possible, unattended work is then scheduled to start during regular shift hours, but can continue running after the end of normal shift hours.

This change will also change estimates in the job costing section to break out labor costs vs machine cost.

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You’re proud of your work and you stand behind its quality, now you can give your customers that same peace of mind. From both the specific job or the sales order section of Fulcrum, you can now create documents to certify the quality of your work.

Documents can be emailed as a PDF or printed off, signed, and included with a packing slip along with the goods. Either way the certification will stay with the job, making it easy to find later if necessary.

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The schedule page is all about showing you the information you need, right when you need it, so we made the schedule view more flexible. You can now search for specific jobs, machines, or virtually any other criteria and see just those results or filter your view to see only specific equipment and work centers.

Sometimes you want an in-depth look at your job schedule, but sometimes you just need to know top-level information like how many jobs are running late and how many are on-time. With the interface updates we’ve made, you’ll now be able to have the best of both worlds.

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When your team is signing out of the Fulcrum Job Tracker, they’ll now be presented with a pop up that gives them a sign out button and shows them which jobs they’re still clocked into.  This should eliminate supervisor time spent correcting missed clockouts.

Basically, it’s a great way to stop data problems before they ever happen.

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While you can upload images directly to job instructions, we realize there are situations that warrant viewing images that were already uploaded in other locations or the ability to link out to a 3D-image viewer. Now, you can! Links will open in a new tab so you don’t lose any of your previous work. This functionality will also work in the notes field as well.

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Sometimes you need to make alterations on the fly — machines break down, plans change, etc. — but whatever the issue is, sometimes jobs need to be moved from one piece of equipment to another. Now, you can make that change from within the job status page.

While our system has supported barcoding for quite some time, we were receiving feedback that many of you needed more barcodes at one time than the system could handle easily, like in receiving.

To make sure everything that needs a barcode has one, we’ve enabled the mass printing of barcodes. If you’ve got the stickers to print, we’ve got the data to print on them!

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Since a review of the order and item details sometimes happens when a sales order is entered into Fulcrum, we’re no longer requiring that same level of review when users go to turn that sales order into a job. You’ll now have the option to bypass the approval process and automatically schedule jobs after the sales order is confirmed, which should greatly speed up the approval flow and get your team back to business.

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While there isn’t much of a visual change to the inventory section, we built almost an entirely new back end architecture so that we can build a better, more capable system for you going forward.

The first element of that improvement is the lot tracking system we’ll introduce down below, but looking down the roadmap, this work had to be done before we got into serialization and other more complex inventory needs.

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We now support lot tracking both from an inventory standpoint as well as from production. So, if lot tracking or traceability is important in terms of the products you make, we can help you give your customers the certainty that they require from you. When used, the lot ID, will appear on your packing slip to customers.

For products you’re buying to use in-house, you can also trace the lot it was purchased from. This will help with any lot analysis you need to do as well as give you and your customers better visibility into the supply chain as a whole for a given product.

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Our new work order feature will help make your production more efficient by allowing you to group up similar work across different jobs, which decreases the amount of set-up time required during the day. Once the work is grouped, you'll be able to schedule and job track it together as one unit.

Production managers can now see which operations should be grouped for maximum efficiency and each job in the operation can be given its own instructions, attachments, and quantities, so everyone knows the precise details of what needs to happen and when.

We're excited to release this, it is fully ready for its debut, but we're already working on ways to make the groupings more robust and even to offer up suggested groupings based on the jobs in your system.

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