Before building BOMs or creating jobs, you must set up two core data structures in Fulcrum

Materials

Standardized raw goods tracked in inventory. Sourced from the Fulcrum Materials Database.

Review the Materials Guide to understand how to activate materials within Fulcrum

Items

Part-specific records used in quoting, BOMs, jobs, and purchasing. May be built, bought, or supplied by customers

Shop Setup

Departments, Work Centers, Equipment, Operations will need to be established in your System Data in order to add operations to your parts and assemblies.

Shop Setup


Item Types

Make Items

Make Items in Fulcrum are any parts or assemblies that you produce. These items require material, purchased components and operations to produce. Jobs will be created for these make items to fulfill your sales demand or replenish stock inventory.

Buy Items

These are items you purchase. It can be anything from raw material to hardware to any other type of component needed for your parts and assemblies you produce.

Material Items

Material Items are one type of”buy” item but are created directly from material found within your material database.

Customer Supplied

This is material supplied by the customer.