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If everything looks good, you can download, print, or email the quote right from Fulcrum.

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Once you've \"Won\" the quote, change the status, and it automatically converts the quote to a sales order!

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Now Quote #1022 is Sales Order #1023! Here, you can edit any details before sending it to production.

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View all the records associated with the order.

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And get live order progress as the job is worked on.

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Fill in any shipping details so that the shipping department has what they need when it's time to ship.

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At any time, you can review the status and value of Sales Orders here on the grid. If you'd like to dive deeper into how Fulcrum handles Quoting, Sales, and Customer Management, schedule some time with a product expert.

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Welcome to Purchasing Planning! Here, Fulcrum helps simplify your purchasing by providing purchase recommendations to meet demand from upcoming orders.

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Filtering to Purchase Recommended gives you a list of all of the materials you need to purchase to avoid delays.

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Let's look at this item, DOMTU1-1/2X16, which is a steel tube.

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By clicking on the item, we can see the Expected On Hand Supply...

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How much of this item is currently on hand...

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And the source of demand for this material.

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You can also review your primary vendors and see what other vendor options are available...

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And if there are already Draft POs for this item, you'll see them here.

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All you have to do to start a PO is click the plus button!

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Fulcrum will automatically group items that need to be ordered from the same Primary Vendor. You can select all or choose which items you want to include in the PO, then click \"Create PO.\"

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Confirm the order details, and click \"Create PO\" to make a draft.

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On the draft, you can finalize any details necessary before sending it off.

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Now that you've created a PO, you can download, print, or email the PO to send it to the vendor.

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You've the sent the PO! Now, confirm that the materials have been received. Open RCV-PO1029...

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And mark the item as \"Fully Received\" to check the material into Inventory. Fulcrum will auto-generate a Lot Number.

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You can print a label so you know what this material is and what it's for.

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Now that you've received the material, let's head to Inventory. This is the Items grid where you can see all items that move in and out of the shop.

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Search to find any item in the system. Let's open the steel tube that we created a PO for...

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Manage all of the details for this item and get quick insights for inventory on-hand, availability, value, age, demand, and unit costs.

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Take a look at the transaction history, including RCV-PO1029, which we just received.

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The details you input here will share directly to the shop floor through the Job Tracking interface, so operators always know what to do on the job.

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In addition to adding time estimates and attachments, you can add In-Process Checkpoints. These create quality fields in the job tracker so that you can ensure all of your quality standards are met.

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After reviewing the details, click \"Approve\" to approve and schedule Job #10101.

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This is the schedule for your shop. Our algorithm schedules your jobs based on priority level and other factors, automatically updating as things change.

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Each column is equipment and each card represents an operation, with the next scheduled job at the top.

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Let's look at the routing steps for Job #10101. Jobs are scheduled by operations, so you'll see this Assembly operation appears on Assembly Station 1...

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The cutting operation on the Band Saw...

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And drilling on the Lathe. The Autoschedule knows these operations are sequential and arranges them accordingly.

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If you need to escalate a job, you can change the priority to High, and the Autoschedule will rearrange the order to prioritize that job.

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Now, Job #10101 shifts up in the Autoschedule and on the operator's job queue so everyone is aware of the new priority.

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Now that the job is in progress, you can see live updates:

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Live chat with operators on the job...

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Dive into costing details...

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And see more information in the job log, scrap log, and quality report.

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The cost KPIs at the top will update live as the job is in progress!

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Get a Full Demo

Select a date & time here to learn more about Job costing and the Autoschedule, or click \"Next\" to continue exploring!

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Welcome to Job Tracking

This is the shop floor interface in Fulcrum. Every day, machinists log in to see what to do for the day.

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Job List

Once logged in, machinists can see the Jobs to work on, with the most important job at the top.

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They can save the Operations or Equipment they work with to auto-filter the results to their role.

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If hot jobs come in causing updates in priority on the Autoschedule, this list shuffles to put the highest priority Job at the top.

Let's head into Job 19972 at the MX-330 PC10!

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Starting an Operation

To start tracking Setup time on this 5-Axis Milling step, just hit Play.

Timers sync to the rest of Fulcrum, so Job progress is shared live.

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Machinists can interact with CAD files...

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Review drawings...

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And see instructions and routing context.

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Picking

On the first operation in a routing, machinists pick the materials needed, deducting from inventory so everyone has a live view of how much material's available.

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In Process Checkpoints

If you have specific tolerances or quality standards you’re working to meet, you can set checkpoints to help machinists adhere to your process.

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Chat & Alerts

Operators can chat with questions, leave notes for future work, or send Alerts.

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Since most machinists use Fulcrum on a tablet, they can easily send images of parts that stay attached to the Job.

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Complete Operation

Before closing the operation, Job Tracking gives the machinist a quick overview of the Operation to highlight anywhere they may have missed a field.

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