Product Updates

When you ask Archie to add a sales order line at a price you name, but the item is priced by quantity breaks, Archie now tells you it can't. Add the line without a price, then adjust its price breaks on the line in Fulcrum.

Update a purchase order (PO), its lines, a receipt or its lines by sending a plain JSON body with just the fields to change, instead of the JSON Patch format. To add a new external reference, keep using JSON Patch.

See whether a receipt is staged on the receive screen or already committed, and list staged receipts. The list's state filter takes committed (the default), staged or all. Listing staged or all also needs purchaseOrderIds or salesOrderIds.

Set a shipment's shipping charge and shipping cost. If the shipment belongs to a sales order, the order's Shipping Charges line updates to the total of its shipments, just as it does in the app. If your integration already sends shipping cost, that value is now saved.

Delete an item that is no longer used. Fulcrum applies the same checks as the item page, so an item with inventory, or one used on a quote, sales order, purchase order, invoice, job or routing, is still protected. Requires the Edit Item permission.

Sales order, purchase order, work center and equipment lists can include deleted records. Set includeDeleted to true, and each deleted record comes back with the date it was deleted.

Fetch a known set of customers, vendors, users or purchase orders in one call by passing their IDs in ids, instead of one request per record.

Add a new revision to a quote, the same as Add Revision in the app. Fulcrum saves the current quote document under the next revision letter. You can also move a part line to a new position on the quote.

Ask Archie which accounting code is on a purchase order line and it now answers directly.

Operators can now ask Archie questions without leaving Job Tracking. Open the Notes panel on an operation and switch from Chat to Archie. Archie already knows the job and operation you’re working on. You can also paste or attach the operation’s numerical control (NC) program and ask Archie about it.

Admins can upload machine and operator manuals as PDFs, or pick from Fulcrum’s reference library, under System Data → Archie → Equipment Manuals. Link each manual to a piece of equipment. Archie then looks things up in the manual for the machine the operation is scheduled on and cites the page, so operators can open the manual right there.

We’re opening this to a small group of shops in beta and want your feedback. Want to try it? Reach out to our support team or your account manager.

Scheduled export emails now come from the schedule's owner, for example "Jane Smith via Fulcrum", and replies go to that person. Each email ends with a Powered by Fulcrum footer.

Dates in workbooks exported from Builder pages now arrive as real Excel dates in your shop's time zone, instead of text, so you can sort and filter them in Excel. To pick this up on an existing page, ask Builder to update it.

The Grid location on a bubble prints on your first article inspection report (FAIR) and other inspection reports, so a typo there ends up in front of your customer. The Grid field now lists the drawing zones between the page's Grid Start and Grid End and only accepts a valid zone.

The Quality Plans grid now uses the same Filter button as other grids, with a removable Open Order filter above the search bar. Created and due dates show in the familiar format, such as 10/26/2026.

What you see in the annotator is now what prints. Bubbles in the annotator and in the Download Annotations PDF match in size and position, and a bubble that would overlap another in print moves aside, with an option to undo. A new setting under System Data → Quality → Settings lets you choose whether the PDF draws selection shading and leader lines.