Getting Started

If you’re new to Fulcrum, check out the Setup Guide under Onboarding in the left-hand navigation menu of your Fulcrum site. Start with Basic Information and work your way down.

Data Migration and Setup

• General

• Scheduling, Routing, and Job Costing

• Items and Materials

  Items & Inventory - Creating Items, BOM and Routing

• Customers and Vendors

Configuration

In this section you will find information to help you refine your workflows. Many of these settings you can find by navigating to **Business Setup** → System Data

System Data

System Data - Overview

System Data - PDF, Email Templates, SMTP

System Data - Labels

System Data - Margin Based Pricing

System Data - Tags

System Data - Jobs and Work Orders Settings

Continuous Flow

System Data - Custom Fields

System Data - Schedule Settings

System Data - In-Process Tracking

Data Retention

Other

Users

Permissions

External Notifications

Security

Customer Portal

Workflows

Now that you have some data in the site, start reviewing the workflow guides below. We would suggest starting with the Creating Items, BOM and Routing Guide as all of your processes start with the BOM.

Once you are comfortable, review the various module workflows to get familiar with taking an order from quote to invoice.

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Be sure to checkout the Configuration section for information on how to tailor the details of the workflow specific to your business.

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Sales - Quoting and Sales Orders, Returns

Nestimating

Vendor RFQs in Fulcrum

Purchasing

Raw Material Traceability Workflow

Production - Jobs

Production - Demand Planning

Production - Work Orders

Nest Planning

Production - Job Tracking

Scrap and Rework

Scheduling

Quality in Fulcrum (Quality Checkpoints, NCRs, CAPA)

Warehouse - Receiving

Warehouse - Shipping

Accounting - Invoicing

Customer Returns, Refunds, Reworking Parts

Accounting Flow in Fulcrum

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Download these Training Guides here for your team - https://drive.google.com/drive/folders/1C52Jcy2tSIRmMS5uZ522i06H5Ck6HmpZ?usp=drive_link

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Integrations

Fulcrum is likely not the only software you are using in your business workflow. Below you will find setup guides and overviews for our various integrations. If you’re not finding the one you need, reach out to your Launch or Account Manager.

• Quoting
• Accounting
• Automation
• CRM
• E-Commerce
• Shipping
• Other

Reporting and Dashboards

Report Builder Overview

Accounting Reporting

Built in Reports

Backlog Report

Live - Real Time Operations/Personnel

Live - Time Management

Go-Live

Hardware Recommendations

Inventory - Stocktake and Manual Adjustments

Adding Fulcrum Users

Workflow Checklist

https://drive.google.com/drive/folders/1C52Jcy2tSIRmMS5uZ522i06H5Ck6HmpZ?usp=drive_link

More Resources

Join our Fulcrum Tribe

https://fulcrum.tribeplatform.com/auth/join/5Q24seYmtXACSzw1dKgTH