[ Fulcrum Reviews ](https://www.g2.com/products/fulcrum-fulcrum/reviews) [ Fulcrum Reviews ](https://www.g2.com/products/fulcrum-fulcrum/reviews) # Fulcrum Features ##### ## Planning (4) Identify Demand Calculate demand by consolidating data from multiple sources. Manage Resources Track resource availability for raw materials and production capacity. Production Plans Generate production plans based on demand and resource availability. Optimization Ability to improve production plans using historical data. Show More ##### ## Scheduling (3) Production Schedules Allowa supervisors to convert production plans into production schedules. Deployment Implement production schedules on the shop floor in multiple locations. Monitoring Track production schedules to identify issues and adjust accordingly. Show More ##### ## Front-Office (3) Contacts Provide customer contact management features or integration with CRM. Sales Helps salespeople create and manage quotes and sales orders. Service Includes service management features or integration with field service management. Show More ##### ## Manufacturing (9) Product Configuration Create and maintain product configurations using Bills of materials (BOMs). Work orders Generate work orders based on demand and assign them to employees. Scheduling Plan manufacturing activities based on product type, and employee or equipment availability. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Show More ##### ## Back-Office (3) Accounting Provide basic features for finance or integration with accounting software. Inventory Manage inventory or components, finished goods, and equipment. Purchasing Include functionality to create and manage purchase orders. Show More ##### ## Data Management (5) Aggregation Consolidate manufacturing information from multiple sources Data Models Structure data using hierarchies to make it easier to use and manage Propagation Ability to trasnfer data between shop floor systems and software products Data Collection Provide features for manual and automated data collection Cleansing Process manufacturing information to remove errors and duplicated data Show More ##### ## Analytics (3) KPIs Include standard KPIs to monitor manufacturing quality Real Time Deliver real time data on manufacturing operations and processes Dashboards Customizable dashboards display KPIs and metrics in real time Show More ##### ## Accounting (28) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Show More ##### ## Inventory & Warehouse (5) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Purchasing (4) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Quality Management (4) Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (3) Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## Sales & Marketing (6) Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Show More ##### ## HR (3) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Back Office (14) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Show More ##### ## Front Office (16) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Integration (3) Breadth of Partner Applications 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. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Show More ##### ## Logistics (10) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Show More ##### ## Platform (10) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability 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. Integration Delivers APIs and standard integrations with other software systems. Security & Privacy Complies with security and privacy regulations and standards. Mobile Access Allows users to access the software using mobile devices. Flexibility Facilitates software configuration without the need for technical experise. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Reporting & Analytics (3) Custom Reporting 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 Dashboards 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 Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Show More ##### ## Nonconformance (3) Conformance Records Allows users to create, track and maintain accurate, auditable conformance records. CAPA Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance Change Management Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions. Show More ##### ## Quality system (3) Document Control Allow users to centralize and archive documents for quality management Collaboration Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication Analytics and Reports Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports Show More ##### ## Risk Management (3) Assessments Allows users to determine potential risks that may impact employees or the environment Operational Risk Allows users to estimate the impact of EHS risks on the operations of the company Supplier Evaluation Allows users to evaluate suppliers using safety and environmental criteria Show More ##### ## Inspection Management (3) Templates Allows users to choose from templates for multiple types of inspections such as safety or quality Workflows Provides users with workflows to assign tasks for audit and inspections Corrective Actions Allows users to identify corrective actions to address incidents and accidents Show More ##### ## Compliance (3) Standards & Regulations Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA) Permits Allows users to track permits required for environmental and safety compliance Certifications Allows users to manage certifications to comply with regulations and standards Show More ##### ## Services (4) Implementation Assists customes through all the phases of the implementation process. Training & Learning Provides software users with training courses and learning content. Customer Support Delivers customer and technical support, directly or trough partners. Professional Services The vendor provides consulting services such as business process reengineering. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Production Control - Manufacturing Execution System (MES) (3) Scheduling Generate production schedules based on demand and inventory availability Dispatching Create work orders and dispatch them based on availability of personnel and work stations. Execution Deploy work orders on the shop floor to personnel and equipment. Show More ##### ## Production Monitoring - Manufacturing Execution System (MES) (3) Materials Movement Track the movement of raw materials and components between the warehouse and the shop floor. Quality Control Implement quality control checks to comply with industry standards and regulations. Operations Traceability Monitor work orders execution to identify non conformity with scheduling. Show More ##### ## Data Collection and Analysis - Manufacturing Execution System (MES) (4) Performance Analysis Analyze production operations to identify bottlenecks and opportunities for improvement. Machine and equipment Allow for bidirectional data transfers between the software and industrial equipment. Document Control Manage documents related to production and quality such as engineering drawings. Collect Manufacturing Data Gather manufacturing data from multiple sources (software, equipment, and sensors). Show More ##### ## Integration - Manufacturing Execution System (MES) (3) Machine and equipment Allow for bidirectional data transfers between the software and industrial equipment. Manufacturing Software Integrate with other manufacturing solutions such as ERP, quality management and asset management. Internet of Things (IoT) Synchronize manufacturing data with IoT networks and devices. Show More ##### ## Artificial Intelligence - Manufacturing Execution System (MES) (3) Predictive Analytics Use machine learning to predict production output or equipment downtime. Real-time Monitoring Identify deviations from optimal performance and recommend corrective actions in real-time. Adaptive Planning Generate intelligent production plans that can adapt to changes in real time. Show More ##### ## Agentic AI - Job Shop Management (2) Multi-step Planning Ability to break down and plan multi-step processes Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Advanced Planning and Scheduling (APS) (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Manufacturing Intelligence (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Manufacturing Execution System (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Discrete ERP (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More [ ![MIE Trak Pro](https://images.g2crowd.com/uploads/product/hd_favicon/1548805927/mie-trak-pro.svg "MIE Trak Pro") Sponsored MIE Trak Pro 4.3/5 (100) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Acumatica](https://images.g2crowd.com/uploads/product/hd_favicon/80c9c6ebe4de843e8176a22feb086a21/acumatica.svg "Acumatica") Acumatica 4.4/5 (1,914) ](https://www.g2.com/products/acumatica/reviews) [ ![Odoo ERP](https://images.g2crowd.com/uploads/product/hd_favicon/7eacde9f1d2aa561f0e430f6e26b5f2a/odoo-odoo-erp.svg "Odoo ERP") Odoo ERP 4.2/5 (312) ](https://www.g2.com/products/odoo-odoo-erp/reviews) [ ![SAP Cloud ERP (SAP S/4HANA Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/edf2d15ffc689390deffd10a34a9fc03/sap-cloud-erp-sap-s-4hana-cloud.svg "SAP Cloud ERP (SAP S/4HANA Cloud)") SAP Cloud ERP (SAP S/4HANA Cloud) 4.4/5 (939) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/fulcrum-fulcrum/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. 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