Fulcrum Features

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Generate production plans based on demand and resource availability.

Ability to improve production plans using historical data.

Allowa supervisors to convert production plans into production schedules.

Implement production schedules on the shop floor in multiple locations.

Track production schedules to identify issues and adjust accordingly.

Provide customer contact management features or integration with CRM.

Helps salespeople create and manage quotes and sales orders.

Includes service management features or integration with field service management.

Create and maintain product configurations using Bills of materials (BOMs).

Generate work orders based on demand and assign them to employees.

Plan manufacturing activities based on product type, and employee or equipment availability.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Provide basic features for finance or integration with accounting software.

Manage inventory or components, finished goods, and equipment.

Include functionality to create and manage purchase orders.

Consolidate manufacturing information from multiple sources

Structure data using hierarchies to make it easier to use and manage

Ability to trasnfer data between shop floor systems and software products

Provide features for manual and automated data collection

Process manufacturing information to remove errors and duplicated data

Include standard KPIs to monitor manufacturing quality

Deliver real time data on manufacturing operations and processes

Customizable dashboards display KPIs and metrics in real time

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app.

Notifies field service workers of their upcoming assignments.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Delivers APIs and standard integrations with other software systems.

Complies with security and privacy regulations and standards.

Allows users to access the software using mobile devices.

Facilitates software configuration without the need for technical experise.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Allows users to create, track and maintain accurate, auditable conformance records.

Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance

Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.

Allow users to centralize and archive documents for quality management

Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication

Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports

Allows users to determine potential risks that may impact employees or the environment

Allows users to estimate the impact of EHS risks on the operations of the company

Allows users to evaluate suppliers using safety and environmental criteria

Allows users to choose from templates for multiple types of inspections such as safety or quality

Provides users with workflows to assign tasks for audit and inspections

Allows users to identify corrective actions to address incidents and accidents

Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)

Allows users to track permits required for environmental and safety compliance

Allows users to manage certifications to comply with regulations and standards

Assists customes through all the phases of the implementation process.

Provides software users with training courses and learning content.

Delivers customer and technical support, directly or trough partners.

The vendor provides consulting services such as business process reengineering.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Generate production schedules based on demand and inventory availability

Create work orders and dispatch them based on availability of personnel and work stations.

Deploy work orders on the shop floor to personnel and equipment.

Track the movement of raw materials and components between the warehouse and the shop floor.

Implement quality control checks to comply with industry standards and regulations.

Monitor work orders execution to identify non conformity with scheduling.

Analyze production operations to identify bottlenecks and opportunities for improvement.

Allow for bidirectional data transfers between the software and industrial equipment.

Manage documents related to production and quality such as engineering drawings.

Gather manufacturing data from multiple sources (software, equipment, and sensors).

Allow for bidirectional data transfers between the software and industrial equipment.

Integrate with other manufacturing solutions such as ERP, quality management and asset management.

Synchronize manufacturing data with IoT networks and devices.

Use machine learning to predict production output or equipment downtime.

Identify deviations from optimal performance and recommend corrective actions in real-time.

Generate intelligent production plans that can adapt to changes in real time.

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives