Fulcrum

Open Fulcrum on a Monday morning and start with the work that matters. Import items, bills of materials, and routings from spreadsheets or your legacy system, then define work centers, calendars, and shift patterns. Set up locations and bins, choose units of measure, and enable barcode or QR scanning. Invite your team, assign roles (planner, buyer, operator, accountant), and pin a home dashboard that shows orders due, available capacity, late purchases, and cash position. Attach drawings, specs, and work instructions to each operation so the floor sees the latest revision on any device.

Turn sales demand into a realistic plan in minutes. Pull confirmed and forecasted orders into the planning board, click auto-schedule to apply constraints (machine, tooling, labor), and let Fulcrum arrange jobs by priority and due date. Drag jobs on the interactive timeline for quick what‑ifs, view the impact on lead time and utilization, then release to the floor with one action. Operators start/stop jobs from tablets, record time, scrap, and downtime, and capture inspection results as they go. Status updates flow back instantly, so supervisors can rebalance workloads, split operations, or add overtime before bottlenecks form.

Keep materials flowing without firefighting. Use the planning run to generate buy and make suggestions, convert them into purchase orders, and email suppliers with one click. Compare vendor quotes, track confirmations, and receive goods with label printing and put‑away to the right bin. Manage lots and serials for traceability, issue materials to jobs with backflush or scan-by-scan control, and spot shortages early with color-coded alerts. Run cycle counts by location, trigger reorders from min/max or lead-time rules, and use shelf‑life and quarantine flags to prevent mistakes on the floor or at shipping.

Close the loop from quote to cash. Build estimates with labor, materials, and markups, send a branded quote, and convert to an order when the customer approves. Reserve inventory, create pick lists, ship, and invoice—then track payments, aging, and cash flow without leaving the system. Use CRM to manage leads and follow-ups, and log service calls tied to serial numbers for warranty history. Review capacity and demand with forward-looking charts, compare plan vs. actual by job, and export data to BI if needed. Fulcrum runs on leading clouds such as Microsoft Azure and Amazon Web Services, with role-based access, audit trails, and monitoring so your team can move fast without sacrificing control.