[ { "content": "December 2025: Source Board Dumping Updates In the Source Board Dumping page, dumped \u0026 packed columns have been updated and new metrics added. All column data is based on each lot and what was dumped or packed since midnight. Columns: Dumped Quantity: Units of inventory/bins/pallets/ dumped into a source Dumped Weight: Weight of total units dumped Packed Quantity: Finished pallets/units produced from a production line from the same source \u0026 lot. Packed Weight: Finished pallets/units total weight produced from a production line from the same source \u0026 lot. %: Percentage of the “Dumped Quantity” for each lot that has been packed as finished goods “Packed Quantity” since midnight. December 2025: Packaging Default Rate Added Default rate for packaging has been added This is used for setting rates on the order when selling December 2025: Documents Save Button In the Order Documents print/email preview there is now a “Save” button so you no longer have to print or email the document to save it to the documents tab inside the order December 2025: Load Inventory From Inventory Report Inventory can now be manually loaded onto on order from the Inventory Report Filter down to the inventory you want to load Select all inventory with the same product Select the Options button then Load button Enter the order number (product name must match what’s on the order and qty. must not exceed the order) then press load December 2025: Shipper Documents Contacts The vendor contacts on an order now pull into the shipper documents contact list when emailing the document. Shipper Confirmation Single Shipper Confirmation Shipper Settlement December 2025: Order Status New Options There are 2 new Pending type of Order status options: Fulfillment \u0026 Review These function just like Pending, and include a red color for their label. December 2025: Product Of Country/State Split In an Order and the Load Details, the Product Of now splits out for Country and State. November 2025: User Restriction on Receiving Origin An admin can now set user restrictions to limit the ability to receive from a field or storage. In the receiving modal, when a user chooses their Load Type (ie: unfinished, raw, etc.), the next option is to choose the Receive From. If the user setting is restricted, it will automatically select the Receive From dropdown restriction and disable the other option. November 2025: Inventory Source Displayed The Source the inventory was produced from out of the Production Line now shows up in the Grower/Field Info tab in the inventory details. November 2025: On Hold Order Status Accept Option New Order status option of “Accept Order” when you put an order on hold to take it off hold. On-Hold Comment show on the order board in the status column. If the order is FOB and you accept it, it will go back to Booked status. If the order is not FOB and you accept, it will go to Booking status. Click to View examples November 2025: Auto Fees - Order Types, Company Groups, \u0026 Per Qty You can now set up an Auto Fee to trigger off of the different Order Types or a Company Group. In the Freight \u0026 Fee side you can now do Per Qty as a Per option. November 2025: New Shipper Settlement Document This document is fairly close to the shipper confirmation. Changes are that it displays each product line with qty and FOB as the money. Each product line displays each charge that is tied directly to that line, directly underneath it. Contact the Fusionware Sales Dept. to ask about customizing this document for your company. November 2025: New Freight \u0026 Fees Per Options New Freight/Fee items. Common use would be for commissions based on rates or freight item. % Freight Rate % of FOB % of Total Rate Click to View how they tie in October 2025: Inventory Board Future Days Loaded Option When an Order ships on a future date and has inventory loaded onto that Order, you now have the option to see the qty that’s loaded onto that future order in the new “Ld” column. This loaded qty deducts from the Ordered qty This is a switch we have to turn on for your company if you want it to appear. Please reach out to have us make the adjustment. There is no extra cost to access this feature. Click to View a Screenshot October 2025: Inventory Board Tool Tips When you hover over a column header on the Inventory Board, you will now see a tool tip to help explain the logic for that column. Click to View a Screenshot October 2025: Receiving \u0026 Inventory Ref Sync In the Receiving Items Ref #, when you update it, that now passes through and updates the Inventory Ref Number. This is a one way sync. Updating the Inventory Ref Number will not work back the other way and update the Receiving Item ref #. Click to View a Screenshot October 2025: Auto Fees - Product Cost You can now create auto fees based on products you add to orders. A grower/vendor is also required along with the product, at a minimum, to trigger the product fee applying to that product line. Click to View a Screenshot October 2025: Confirmation of Sale For customers shipping to Canada, and possibly other countries, we have created a new document called “Confirmation of Sale”. A template is available for your use in the documents dropdown for orders. This differs from the Sales Confirmation document used domestically. Please reach out to our sales team if you would like to make adjustments to it. Click to View a Sample September 2025: Inventory Board Produced On Manual Adjustment Users can now manually change Produced On values Click to expand The Produced On column autofills based on how much was produced for the date selected. If you produce that amount every day you can see it reflected in the Projected columns. Now you can manually adjust that amount, and it will highlight that row, indicating it was manually adjusted. It will update the Projected columns for every day as well. Select the “X” to remove the manual adjustment and go back to the default for the date selected. After selecting the X the highlight is removed. September 2025: Document Email Text Update In an effort to increase the odds that Fusionware order document emails will go to the receiver’s inbox and not spam, we have changed some language in the subject line and body of the emails. We now fully spell out “BOL” in the subject line. Added more text and who the email sender is. It is best practice to make sure receivers whitelist the Fusionware sending email address. September 2025: Inventory Board Display Weight You can now change the quantity display on the Inventory Board to display as weight. Click to expand Select the Display As Weight checkbox to toggle this on. It defaults to lbs. If you have the user setting “Show Weight Display Dropdown in Navbar” selected you can change the display weight in the upper right of your screen from lbs to another weight, like CWT. September 2025: Inventory Board Export There is now an Excel export option to the right of the Order Search and Print button. Click to expand September 2025: Mobile Notifications Due to text message limitations for notification texts, we have had to disable this feature. You are still able to receive Orders update notifications over email. August 2025: Mobile App Barcode Scanners We have calibrated the mobile app to better handle Bluetooth scanners in HID mode. This allows a mobile device (phone or tablet) to accept barcode scanning from a Bluetooth barcode scanner in HID mode. The benefit is it lets you utilize the Fusionware mobile app on a high quality mobile device, like an iPad, with an inexpensive pocket-size barcode scanner. Example of an inexpensive unit:\nAugust 2025: Companies Address Tabs Clean Up We’ve made changes to make company addresses easier to understand and use in the Customers, Vendors/Growers (Companies) section: Click to expand Billing Address: What was previously called “Physical Address” is now labeled Billing Address. This is the address used on documents by default. Mailing Address: If a Mailing Address exists, it will still appear but is now read-only. A Clear button lets you remove the old Mailing Address. Once cleared, the Mailing Address tab will disappear. What this means for you\nYou no longer need to worry about the difference between “Physical” and “Mail” addresses. Your Billing Address will be used automatically on documents. If you see an old Mail Address, you can remove it by clicking Clear and put it in the Billing Address Tab. The actual origin/destination physical address flows into documents from the location tied to the company on an order, like it always has. August 2025: Mobile App Order Additions Freight \u0026 Fees edit in orders on the mobile app now possible. Adding new Freight \u0026 Fees items is now possible. Click to expand Updated add and edit Buttons:\nThe new Freight \u0026 Fee add/edit screen:\nAugust 2025: Mobile App Inventory Enhancements You can now update these inventory items on mobile: Product Name Shipping Date Weight Quantity June 2025: Mobile App Updates Face ID or Touch ID Login (Pending Mobile app stores approval/release). You can enable or disable the option to use biometrics to login on your profile in the mobile app. This option is only visible on mobile devices and scanners with biometric capabilities. Bug Fixes Fixed the issue where some orders were being filtered out in the searches in the evening. June 2025: Auto Removal of Allocated Inventory When inventory is allocated to an order, and you do not load it onto that order the inventory is now removed and set to On Hand. This will occur once you: Mark the load as Loading Complete Or manually move it into the status of In-Transit Or if you Cancel or Delete the order. Previously, you had to manually Unallocate the inventory to put it back into On Hand status. June 2025: Support Site Mobile App Training Video The mobile app overview training video has been updated with the latest features. It is a complete walkthrough of how to use the mobile app from start to finish. You can click HERE to view the video. May 2025: Mobile App Updates Note: You need to download the new mobile app version from your mobile app store for the updates to show up. These new updates to the mobile app may not be live yet as we are waiting for app store approval. Click to expand Order Detail Page Redesigned with a Tab layout.\nScan the Order barcode to in the Load Truck screen directly:\nIf you have never had adjustments made to your Pick Ticket and are on the default document, then the barcode will show up. If it’s not showing, you will need to reach out to customer support. To scan the pick ticket, go into the load truck screen and a scan option now appears. At the top of Pick Tickets from Fusionware, they now contain a barcode that you can scan to take you directly into the order on the mobile app. This will help forklift drivers or those working off a Pick Ticket to better identify the correct order they are loading and also speed up their search for the order in the mobile app. Freight and Fees are now shown on the Order screen. The order details buttons are now in the More tab. Improved feedback when updating an Order’s product line. Order Detail dates are now saved with the correct assigned time. May 2025: More Spanish Translations Have added or enhanced Spanish translations:\nOrder Board Navbar Carrier Edit Settings Assets Settings User Profile April 2025: Lot Stacking Warning - Spanish Addition If a user has the Spanish language selected in their profile they will see the Spanish translation in the popup warning in the source board when they change/stack a lot. Click to expand How a user can change their language settings: How the lot change/stack warning will appear: April 2025: Order Pallet Tag (ASN/SSCC Tags) We have made changes to the order pallet tag process to comply with Walmart’s requirements. Instead of needing to load the product first, we now calculate tags based on the order quantity divided by the units per pallet. This allows you to print the order tags at any time. Units per pallet are set in the settings for a product and the misc. tab. If you only need or want just 1 tag to print then leave the units per pallet blank for the product. Video overview HERE of the new changes. April 2025: Storage Label on Products Added the ability to assign a storage to a product. March 2025: Shipping Modal Departed Time/Date Button Added a one-click button to time/date stamp the Departed input on the Shipping Modal. February 2025: Receivings Updates Added clarity and additional date options to Receivings. On the Receiving Board added Run Date, Harvest Date, and changed “Date” to show as “Created At”. The Created At date is the date when the receiving is created. It is not adjustable. In the Receiving Details we added a new date option for the Harvest Date. Changed the name “Date” to what it really is; “Dispatch Date” January 2025: Add Receiving Number As Lot Number on Unfinished Goods We have added the ability to use the receiving number on a receiving as the lot # for an unfinished goods pallet/bin tag. This must be turned on by Fusionware Customer Support. Please reach out to us if you are interested. January 2025: Inventory Board - All Locations Feature You can now view all inventory from all locations combined in the Inventory Board. A company admin will need to add this privilege to each user that wants to use it. Click to expand The new “All Location” tab with inventory all combined. A new “Split by Location” option has been added. When checked you can see the product breakdown by location. The other location tabs are still available to look at like normal. ", "description": "", "pagetitle": "", "sectiontitle": "2025 What's New", "tags": null, "title": "2025 What's New", "uri": "/whats_new/2025/" }, { "content": "October 2024: Trailer Number Added to Receivings In the Carrier Details section inside a receiving, we have added a Trailer Number field September 2024: Grower Settlements Delete. You can now delete Grower Settlements. September 2024: Multi-Factor Authentication (MFA) Click to expand You can now setup MFA for each user. Go to user settings and make sure there is a mobile number. Below the mobile number is the option to “Enable” MFA Once clicked a modal will pop up that will send you a passcode to the mobile number. Enter the passcode. Once enabled, every time you log back into Fusionware a security code will be sent to the mobile number to authenticate the login. August 2024: Mobile App Receiving Create Updates Click to expand Steps Description - Click on pictures to expand Create Receiving Button Select Create Receiving in the mobile app. Header Details 1. Select the pin to “pin” this page so when you create a receiving it keeps you here and doesn’t take you into the receiving. 2. If your device has a camera or scanner, you can scan location barcodes instead of selecting them. 3. The default is to receive from storage. Select the “field” toggle to receive from a field. Receiving Details 1. Select the Storage or Field. 2. Select the destination. 3. Select the lot number. 4. Select the truck number. Then select the “Create” button to create the receiving. Previous Receivings The most recently created receiving will show at the top of the list at the bottom of the screen. If you select one of the previous receivings, it will populate all of the details into the new receiving you are trying to create. July 2024: Speed Issues Addressed The team has been working on speed issues with the application. There are several causes, mainly around users running large reports repeatedly. Measures have been taken and are continually being worked on to keep the database running optimally. June 2024: Squashed Some Mobile App Bugs Continually refining the mobile app and squashing bugs. June 2024: Order Template Update Order Templates now look at live data. If you do not have valid/current companies, products, or other items in your template you will now get an error. June 2024: Mobile App Order Create You can now create orders in the mobile app. Make sure you have filled out every filled or the order will not create. Added the ability to create orders using the template function. This is the fastest and easiest way to create an order on the mobile app. April 2024: Run Profile Quick Add On the Production Board we have added a quick add option for creating a new run profile. The user profile must have the run profile settings privilege to access or create a run profile. March 2024: Order Traceability Tab Enhancements Added a hyperlink to the lot/field in the traceability tab on an order. If you have “auto incrementing lot numbers” for your production a new column will show up with “Production Lot #”. March 2024: Production Board Privileges An Admin can now restrict access to specific Production Lines on the Production Board The user must have the Source Location with the Production Lines they need access to Previously, if a user had the Source Location added to their user then they had access to all Production Lines and there was no way to restrict that An Admin can now go into Settings » Users » Sub-Privileges and then select Production Lines for the Type and for the Permission Type the name of the Production Line and select it. Add the permission with the green plus button. The user will now only see the Production Lines assigned to them in the Sub-Privileges. If you do not have any Sub-Privileges and they have Production Board permissions and the Source Location, they will still see all the Production Lines. February 2024: Order Details Edit Warning In an order, if you select the shortcut to edit the Customer, Origin, or Destination you will now see a warning that you are not changing the company or location for the order but editing the settings for those items Newer users mistaking think these shortcuts are how you change the Customer or Locations on an order and it changes the master information in the settings February 2024: Mobile App Dumping Into Source You can now dump into a source in the mobile app In the mobile app this functionality, located in the “Grade/Size/Pack” button, will allow you to use your phone camera or Android hand scanner to scan your pallets as you dump them into your production lines February 2024: Download Button Download buttons are changing throughout the app to a dropdown selection instead of a green button Here is what it looks like in the Booking Summary February 2024: Send Driver Signature Shortcut On the Shipping Board, in the modal pop-out on an order, we have added the send driver signature option. January 2024: Order Details Toggle Update We have updated the button option to change the layout inside of an order. It is now just a toggle that shows grey if you are in the default view and green if you are in the alternate view. January 2024: Bulk Order Origin Update Added the ability to bulk update the Origin on multiple orders on the Order Board. Select the check box next to the orders on the Order Board you want to bulk update the origins on and then select the options button. Select the Change Origins button. In the modal pop-up, type and select the origin you want to update to and press confirm. ", "description": "", "pagetitle": "", "sectiontitle": "2024 What's New", "tags": null, "title": "2024 What's New", "uri": "/whats_new/2024/" }, { "content": "December 2023: Manual Lot Selection on the Production Board You now have the ability to manually select a lot on the production board without having to receive inventory and assign or dump it into a source. The field the lot is under also has to be assigned to your packing shed location. DO NOT use this feature if you are trying to track your dumped or received weights. Go to the Production Board section of the support site HERE to learn more. November 2023: Pick Ticket Sent Icon Once you have printed and/or emailed a Pick Ticket a “PT” icon will show next to the order on the Order \u0026 Shipping Boards. November 2023: Order Log Additions Added Product Change Section to Order Logs to track users adding/deleting products Added Freight Fee Change Section to Order Logs to track users adding/deleting freight \u0026 fees November 2023: Order Board Bulk Date Updates Added the ability to bulk update ship and delivery dates on orders.\nSelect the orders you want to update. Select the blue options button and select either the change ship date or change delivery date option. Pick the date \u0026 time to update for all the selected orders. October 2023: Order Board speed improvements and backend improvements. September 2023 Webinar: Orders Tips \u0026 Transportation Integrations Webinar page on the support site HERE with the past webinar recordings and upcoming information. August 2023: Order Board Options Drop Up Menu The Order Board options button at the bottom of the Order Board now will always sit down lower on the page, regardless of the number of orders. The placement resolved an issue on the order board when you only have a couple orders showing and select the blue Options button on the lower left of the page that it cut off some of the options. August 2023: Bulk Order Updates In addition to bulk Delete and bulk Accept for multiple orders at a time on the order board, we have now added two other bulk order status change options: Paid In Full Cancel Orders On the order board select all the orders you want to bulk change. Select options in the lower left for the menu of options to show up. There may be a delay of a few seconds to process the change, depending on the number of orders you are changing the status on. If you don’t see the Options button you will need to have a company admin add this privilege to your user settings. August 2023: Carriers Page State/Country Columns The State/Country column is now separated into two separate columns You now can sort the page by either the state or country to just see carriers in a specific state or country August 2023: Auto Fees Settings Updated the Auto Fees add/edit to indicate what is required and what must be selected. Changed the layout into 3 columns and simplified the process. Auto Fees are found in Settings » Orders Dropdown » Auto Fees June 2023: Order Board Line When you sort the Order Board by the Ship Date, a black line now appears between the different ship dates. June 2023 Webinar: User Permissions \u0026 Settings Webinar page on the support site HERE with the past webinar recordings and upcoming information. June 2023: Country Code Check on Fax Numbers If you try to save a fax number to a company contact we now check for the country code for United States and Canada. If you try to save a fax number or send a document to a fax number and don’t have a prepending country code you will see this error: May 2023: Webinars We now have monthly webinars to cover trainings on specific aspects of Fusionware. We have a new Webinar page on the support site HERE with details on upcoming webinars, how to join, and past webinar recordings. May 2023: Rounding Precision In the Company Profile you can adjust the rounding precision on the order (admin rights required). Click to expand Go to: Settings » Company Profile Tool Tips have been added so you know exactly which numbers the rounding is affecting on the order.\nWhat the tool tips (question marks) reveal when you click on them:\nTotal Rounding Precision: The numeric value entered in this input will control the amount of decimal places the system will round and display for product profit, product total, and freight and fee totals.\" Qty Rounding Precision: The numeric value entered in this input will control the amount of decimal places the system will round and display for product line quantities, as well as quantities on freight and fee lines. Rate Rounding Precision: The numeric value entered in this input will control the amount of decimal places the system will round and display for product line FOB rate, product line freight \u0026 fees, product line total rate, and the rates on freights and fee lines. May 2023: Shipping Board Modal Updates In the modal in an order on the Shipping Board, in the “Adv.” section, we made some updates: Added “Trailer Tandems”, which is a calculated weight. Changed “Drives” to “Steers \u0026 Drives”. Changed “Axles” to “Drives” and changed it to a calculation. April 2023: Inventory Report Column Add Added “Order #” to the list of columns you can add/hide on the Inventory Report Answer: Click to expand April 2023: How do I add a Product to a Run Profile \u0026 Production Line Added the 3 steps to the FAQ page here permanently or find the details below: Answer: Click to expand April 2023: Order Level Inventory Management In the Traceability tab of an order you are now able to adjust pallet/inventory qty. at a Lot/Block/Storage level after the order has shipped. Click to expand Steps Description - Click on pictures to expand Order » Traceability Tab In the order details select the traceability tab to make inventory adjustments after you have shipped an order. Adjustment Qty Column Fill in the amount of items to remove from a pallet, based on Field Lot# / Bock Id /Storage. Multiple Pallets If there are multiple pallets/inventory items, and you fill in more to deduct then what is on a single pallet, the deduction will carry over to the next inventory item for that same Lot/Block/Storage. Products Line Adj. On the Product lines you will see the “Adj. Qty” is now updated to reflect the amount you adjusted on the inventory. This may require a page refresh. Error Issues If a pallet has 2 separate lots on it, like this inventory 17535235 does in red, the Adjustment Qty. input will be disabled for the two different lots and the Shipped Qty will show split up. Inventory Adj. Select the inventory id # and adjust the quantity for that pallet in the Inventory Details section. The amount will be divided between the two different lots based on how it was produced on the production line. February 2023: Mobile App - Pictures/Documents Orders Upload We have added the ability to upload images to an order through the mobile app. Click to expand Steps Description - Click on pictures to expand Document Button In the Orders section of the mobile app select the “Documents” button on the order you want to upload pictures to. Upload Option Select from your Camera and take a picture or upload from you Photo Library on your device. File Name Before uploading the picture you can rename the file. Select the “Upload” button. Documents Preview When in an order with documents or pictures you can select the Documents button and see the file names, upload dates and the submitting users. Web Application Documents On a web browser in an order if you select the “Documents” tab you can select on the file name and it will open the image. You also have the option to email, download, or delete documents/images from the web application of Fusionware. February 2023: General System Speed Improvements There have been numerous improvements made to speed up the system. If you have large amounts of inventory you will notice major speed improvements on the Inventory Board specifically. January 2023: Inventory Report Date Type There is now an option to select the date type for the filters on the Inventory Report This new filter will allow for more precise filtering and customization Click to expand Steps Description - Click on pictures to expand Date Type Inventory Report now shows what the date search is filtering on. The default is Pack Date. Date Options Filter by: Pack, Dump, Ship, or Delete Date. Example Say you want to look at a date range between 10/17/22 and 12/29/22 for all the Shipped inventory with a Pack Date in this time frame. This filter will allow you to do that instead of looking at just the Shipped Date like it did before. This means you can narrow down your date parameters and dial in your search criteria more precisely. January 2023: Pallet Tag Multi-Print Click to expand Create \u0026 Print up to 25 Pallet Tags from the Production Board at a time Please contact Fusionware Support to turn this permission on for your company Steps Description - Click on pictures to expand Select Label Enter the number of tags to create in the “# of Pallets” column and select the label to print. Confirm you want to print that quantity. White Pop-Up It could take several seconds for the print window to appear. Green Success Pop-Up Pallet Tag numbers will be listed once the tags have been generated. Print Pop-Up In the print window the number of pages will equal how many pallet tags you entered to be generated. Red Warning Pop-Up The maximum number you can create is 25 at a time. If you enter more than 25 at a time a red warning will appear and it will default down to 25 for the number to create. January 2023: Mobile App Order Management Feature Launched Click Here ", "description": "", "pagetitle": "", "sectiontitle": "2023 What's New", "tags": null, "title": "2023 What's New", "uri": "/whats_new/2023/" }, { "content": "December 2022: Mobile App Load Truck Feature Launched Click Here December 2022: Shipping Board Documents Condensed: Click to expand Documents are now combined on the Shipping Board into a dropdown The Shipping Manifest has been added as as document option. November 2022: New Inventory Report “All Active” filter: Click to expand You now have the option to select a new “All Active” filter that will exclude the Deleted or Dumped inventory. The tool tip shows what the “All Active” includes and excludes on the report. Like previously, if you click on the gray highlighted filter indicator box to de-select the filters then all inventory items will still display. November 2022: Sending Multiple Documents From an Order Click to expand Send multiple documents previously sent or saved, in one email to one or more recipients.\nSteps Description - Click on pictures to expand Order Details » Documents Tab Every time you print or email a document it saves a copy of that document. Go to the documents tab, select all the documents previously printed or emailed, select Options and then Email Select Recipients Select a Customer, Origin, or Destination contact. You can also manually type in a name and email for a new contact. Your user email will always show as an option to select as well. Click Send. Zip File The documents will then be emailed and attached as PDF files in a zip folder to all selected recipients. November 2022: PC Miler Integration Use PC Miler to calculate any mileage calculations in Fusionware instead of our built in Google Maps calculations. Additional charges may apply. Please Contact a Fusionware Support to get started. November 2022: Shipping Manifest Print On Shipping Modal You can now print the Shipping Manifest in the Shipping Board on the Shipping Modal November 2022: Drivers Lic.# Added to Shipping Modal On the Shipping Board in the Shipping Modal, the Driver’s Lic. # has been added. Users can now add/edit the Lic.# from here or the Order Details in the Order Board. “Driver” has now been added to the words “Mobile” and “Lic.#” to make it clear these belong to the Driver. October 2022: Locations Quick Add In Companies you can now do a quick add of Locations.\nClick to expand Previously it was required to go into Locations, create the location, then go into the Companies section and tie it back to the main parent/billing company.\nSteps Description - Click on pictures to expand Settings » Customers/Vendors/Growers Select A Company, Then Locations Tab Type in the new Location name that you want to add to that Company. Press the green plus sign. A prompt will pop-up to add the new Location. Select Yes. Add The New Location Data A new window will pop up to do a quick add for the basic Location information. Select Create at the bottom of the quick add window. Location Details A new tab will open in your browser and allow you to add all the additional Location details you need. The new Location is now added and tied to the Company. October 2022: New “Simple Production Board” Launched Create inventory in a new Simple way. Must be added to your Company by Fusionware Support and then a Company Admin can add it to each User. Click to expand Steps Description - Click on pictures to expand Go to the Boards Dropdown When turned on, the user will see “Advanced Production Board” for the original Production Board and will also have a new option for “Simple Production Board.” Simple Production Board Type or scan a Product in. To more fully automate the process, you can tie GS1 numbers from finished Products that have barcodes on their packaging. Then a user can scan the barcode and it will populate the product without typing. Verify Product Info \u0026 Adjust Quantity Select Create to produce a pallet of goods. Pallet Tag The print job will pop-up and you will see a success message that the inventory was created, in the upper right hand corner of the screen. You are then returned to the main screen ready to input a new product and create another pallet. October 2022: Driver Update on Carriers Fusionware users can now be auto filled into the Drivers section for a Carrier.\nClick to expand Steps Description - Click on pictures to expand Go to SeeCarriers Driver Tab Of A Carrier Add External Driver External driver is set by default. All fields are free form text. Toggle “Fusion User” Select the box to switch to finding a Fusionware user to add. Select the Fusion User Start typing their name and they will appear in the dropdown. Select the Fusionware user and their name and phone number will auto-populate the fields. Press the green plus button to add the Driver. Identifying Driver Types October 2022: Carriers \u0026 Drivers Linked on Orders Drivers are now linked in Orders to Carriers\nClick to expand Steps Description - Click on pictures to expand Add Drivers to a Carrier Add a Carrier to an Order If the Carrier has a Driver tied to it the Driver field becomes a searchable field. Start typing the Driver’s name and then select it. The Drivers phone number will auto populate. If the Carrier added to an order does not have a Driver tied to it the Driver field in an order will remain a free form text field and you can type in whatever name you want manually.\nSeptember 2022: Receiving Ticket User Signature A user that creates a Receiving on the web or mobile application can now have their user signature apply to the Receiving Ticket. This will need to be setup/customized for your company’s Receiving Ticket, please contact Fusionware to learn more.\nSeptember 2022: Order Board Suggested Rate Edit On the Order Board you can now update the Suggested Rate for hauling on an Order. A company admin will need to add the Privilege and Column Display to your user profile for this to show up:\nPrivileges tab: Order Board \u003e Edit Suggested Rate Column Display tab: Order Board \u003e Suggested Rate September 2022: Inventory Report Refresh Button On the right side of the page on the Inventory Report we have added a Refresh Button. This will allow you to refresh the inventory information without having to refresh the entire webpage and lose your filter selections.\nAugust 2022: “Single” Shipper Confirmation Document Added a new version of the Shipper Confirmation called “Single Shipper Confirmation”. This document can be produced when you have multiple destinations but want only one Shipper Confirmation produced with all the destinations and products on it.\nAugust 2022: Carrier Details “Shipment Type” update to Orders Inside an order in the Carrier Details section we now have a dropdown option for the Shipment Type. You can identify the carrier method as a “Single” driver, “Team” driver situation, or “Train” car. This can be useful when trying to identify estimated delivery dates and help identify certain shipping costs/methods.\nJuly 2022: Expanded Mobile App Receiving Features To Now Include Receiving From the Field Click Here\nJuly 2022: Added Asset Light Weight Default Click to expand You can now assign a light weight to an asset so that it will auto populate the light weight for that asset on a receiving. This must be turned on by the Fusionware Support team for your company’s Fusionware account This is designed primarily so you can assign a light weight to each of your trucks.\nStep Description - Click on pictures to expand Settings: Assets Select the Asset Enter the default light weight for the asset Add Receiving When creating a new receiving enter the Truck Number (the asset) and the light weight will automatically pull in June 2022: Added Mobile App Permissions: Permissions have now been added to the mobile app based on each user’s Privileges. Go to: Settings \u003e User Settings \u003e Privileges \u003e Mobile. Select the privileges needed for the user. The user will also need access to the different Boards that are tied to the area of the mobile app they are trying to access. For example, if a user needs to move inventory in the mobile app they will need to have access to the Inventory Board in their privileges.\nMay 2022: Added PO #’s to Order Search: Users now can type in an Order # or PO # into the Order Search and go directly into the order. May 2022: Fusion To Fusion Fusion to Fusion gives you the ability to automatically send or receive orders with another company that uses Fusionware. Currently, you can setup one vendor to receive orders from and one customer to send orders to. The Fusion To Fusion Support Page: Click Here Please contact Fusionware Support to get started\nApril 2022: Integrations Updates: TMS - My Carrier Packets Integration Click Here\nTMS - MacroPoint Integration Click Here\nFarm Planning - John Deere Integration Click Here\nScale Integrations Click Here\nApril 2022: Order Pallet Tag Walmart Update Click to expand Order Pallet Tag Steps Description - Click on pictures to expand In Order Details: Create Walmart Pallet Tag This is done AFTER you have loaded the truck and added all your inventory to the order Step 1 Setup the Customer you want the Walmart Pallet Tag Option for You can do that ahead of time in “Customers,Vendors/Growers” or simply select the Cust. button inside the order Step 2 Select the Order Pallet Label \u0026 select “Walmart” Step 3 In the Order Details Select Documents \u0026 “Order Pallet Tag Step 4 Print the Order Pallet Tag How it Works This does not interfere with your inventory pallet tags. This is simply based on the Order itself and the number of pallets that you have on your Pallet Layout. This order has 3 pallets so 3 labels were produced March 2022: Carrier Flag Click to expand Carrier Flag Updates Description - Click on video to play, click on pictures to expand 1 of 7 Carrier Flag added Is Carrier option to Add New Company section 2 of 7 Carrier Search Filters Added a “Is Flagged” filter in the Carriers section 3 of 7 Carrier Flag In the Carrier Board/section added a “Carrier is Flagged” exclamation point if the carrier is marked as Flagged 4 of 7 Carrier Flag Added exclamation point to the Order \u0026 Shipping Boards if the Carrier is Flagged 5 of 7 Carrier Flag In Order Details, if the Carrier is Flagged a warning pops out and the Carrier field stays red 6 of 7 Carrier Flag In Order Details Order Log, if the Carrier is Flagged it logs who placed the Flagged Carrier on the order 7 of 7 Carrier Flag In the Shipping Board on the Truck Check-In \u0026 Load Out modal, Carrier Name and box are red if the Carrier is Flagged Update Description - Click on video to play, click on pictures to expand Contract Mar. 2022 Update Moved the Contract dropdown to the bottom of Add Order modal. Also added the ability now to select an Advanced Contract, based off previously selected items in Add Order. Mobile App March 2022 Update Added Mobile App Page to Support Page Feb. 2022 https://support.fusionware.com/mobile/ Inventory Board Feb. 2022 Update https://share.vidyard.com/watch/hkozPuEC7zQvfGTqZ1jCAR? Update Description - Click on video to play, click on pictures to expand Support Page Reports Page 1/13/22 Update Added support information in Reports \u003e Custom on how to access Power BI reports and utilize the Recall Report. Support Page 1/3/22 Update Navigation Bar 9/21/21 Update ", "description": "", "pagetitle": "", "sectiontitle": "2022 What's New", "tags": null, "title": "2022 What's New", "uri": "/whats_new/2022/" }, { "content": "The Reports \u003e Adapter Summary screen is the queue of everything Fusionware is sending — or trying to send — to your connected accounting/ERP system. It isn’t a financial statement; it’s a troubleshooting view for the sync itself, showing what’s queued, what’s stuck, and why.\nThis page covers what an “adapter” is, what the report shows, how to resolve stuck items, and a general overview of what Fusionware sends to accounting systems and how it gets matched to the right accounts.\nOn this page:\nWhat Is an Adapter? The Adapter Summary Screen Resolving Stuck Items What Gets Sent to Accounting How Records Get Matched to Your Accounts Settings That Affect What Gets Sent Permissions What Is an Adapter? An adapter is the configured connection between your Fusionware account and one external accounting or ERP system — QuickBooks Online, QuickBooks Desktop, Microsoft Dynamics GP, Sage, Odoo, or a few other supported platforms. It’s set up once, during integration onboarding, and from then on Fusionware uses it to push financial activity out automatically (or on request) so you don’t have to re-key orders, invoices, or settlements into your accounting system by hand.\nEach customer account normally has one adapter, though AR (customer invoices) and AP (vendor/grower payables) can be routed to two different connections if your setup calls for it — see Settings That Affect What Gets Sent.\nThe Adapter Summary Screen Reports \u003e Orders \u003e Adapter Summary opens /reports/adaptersummary.\nThis screen lists every item currently in the outbound sync queue for your account — anything that hasn’t finished sending successfully yet, plus anything that’s stalled or failed.\nColumn Description Order Links back to the order on the Order Board, when the queued item is tied to one Type What kind of record this is — new order, customer invoice, grower/vendor settlement, adjustment, etc. (see What Gets Sent to Accounting) Status Where the item is in the sync process (see below) Message A short description of what happened — useful for spotting why something failed A search box at the top filters the list by order number or record type.\nStatus Meanings Status What It Means Not sent yet Queued, waiting to be picked up Running Currently being sent Item taking longer than normal It’s been running for a while without finishing — usually worth investigating Once an item sends successfully, it drops off this list — the report only shows items that are still pending or that failed, not your full sync history.\nRow Actions Action What It Does Resend Puts the item back at the front of the queue to try again Delete Removes the item from the active queue. This does not undo anything on the accounting-system side — use it to clear out an entry you don’t need retried, not to reverse a transaction. Resolving Stuck Items A typical scenario: an order was placed or invoiced, but it’s still sitting in Adapter Summary instead of showing up in your accounting system.\nOpen Reports \u003e Adapter Summary and search for the order number. Check the Status and Message columns: “Not sent yet” with no message usually just means it hasn’t been picked up yet — give it a moment. “Item taking longer than normal” or an explicit error message means something needs attention. A common cause of failures is a missing mapping — a customer, product, vendor, or location on the order that hasn’t been linked to its counterpart in your accounting system yet. Add the missing link under Settings \u003e Order \u003e Mappings, or check Settings \u003e Order \u003e Unmapped for a record flagged as unresolved. Once the underlying issue is fixed (mapping added, account corrected, etc.), click Resend on the row. It goes back into the queue and tries again. If it keeps failing after the mapping looks correct, contact support with the order number and the message shown — it may point to a configuration issue on the adapter itself. What Gets Sent to Accounting Fusionware doesn’t replace your accounting system — it summarizes the financial side of each order and pushes it over so it doesn’t have to be entered twice. As a general rule of thumb, these are the kinds of entries that get queued and sent:\nEntry Type What It Represents New Order The order itself, once placed Customer AR The customer invoice for the order — accounts receivable Grower AP Grower settlement payables Vendor AP / Freight AP Vendor and freight payables tied to the order, one entry per vendor Freight Advance An advance payment issued to a carrier Customer / Vendor Adjustment Manual financial adjustments made against a customer or vendor Product Protest Quality-claim credits/adjustments The General Flow A financial event happens in Fusionware — an order is placed, a settlement is created, an adjustment is saved. Fusionware builds a package of the relevant lines: the AR side billed to the customer, and a separate AP block for each vendor or grower involved, along with the reference IDs your accounting system needs to recognize the customer, product, and vendor. That package is placed in the sync queue — the same queue shown on the Adapter Summary report. Your accounting system’s connection picks it up, creates the matching entry on that side, and reports back success or failure. On success, the entry drops off the Adapter Summary report and the order is marked as synced. On failure, it stays on the report with a message explaining what went wrong, and can be resent once resolved. When Entries Are Sent Fusionware doesn’t have a built-in “accrual” or “cash-basis” setting — there’s no toggle that changes timing based on your accounting method. What actually determines timing is the specific event each entry type is tied to, and that differs by entry:\nCustomer AR (the invoice) — Queued automatically at one specific point in the order lifecycle: when the order’s status changes to Invoiced (Pending → ... → Delivered → Ready to Invoice → Invoiced → Paid in Full). It is not sent when the order is placed, and not sent automatically at Delivered — Invoiced is a distinct, later step. It fires once per order this way; sending again after that requires a manual resend (Send to ERP on the order, or Resend on this report). Grower AP, Vendor AP, and Freight AP — Not tied to any automatic order-status event. Each is sent when someone clicks the corresponding button on the order’s Accounting Summary tab — Save Grower AP, Create Freight AP, or the per-vendor Send AP. Nothing about delivery, receiving, or order completion pushes these out on its own. Exception: if your adapter has AR/AP Separate turned on, any AP lines that haven’t been sent yet are automatically bundled in alongside the Customer AR entry the moment the order hits Invoiced — see Settings That Affect What Gets Sent. Freight Advances, Adjustments, and Product Protests — Same pattern as AP: each is sent when the corresponding action is taken (issuing the advance, saving the adjustment, recording the protest), not on any automatic schedule. If you book on an accrual basis, keep in mind:\nRevenue lands in your accounting system on a fixed schedule tied to the Invoiced step — not order date, not ship date. If your policy expects revenue recognized earlier (e.g., at delivery), expect a gap between delivery and when the invoice entry actually syncs, since Invoiced is a separate, manual/administrative step from Delivered. Expenses (grower/vendor/freight AP) depend entirely on when your team sends them — there’s no automatic trigger tied to receiving product or completing the order. Recording the liability as soon as it’s incurred depends on your team sending the AP entry promptly. Each entry carries both the original order date and the invoice date (see below), so your accounting system has both available — but which one it actually posts as the transaction/GL date depends on how your integration is configured on the accounting side, not on Fusionware. If a specific GL date matters, confirm that mapping with support for your adapter. What’s Included in Each Entry Every entry includes an order header block and one or more line items. Field availability varies slightly by accounting system, but in general:\nOrder Header\nField Notes Order Number, PO Number Customer Includes the customer’s mapped ERP account reference Origin / Destination Location name, address, and mapped ERP reference Carrier Name, SCAC, DOT number, and mapped ERP reference Sales Terms / Pay Terms Order Date The date the order was originally placed Invoice Date The date the order reached Invoiced status — set once, at that transition Load / Ship / Delivery Dates Salesperson / Booked By Commodity Line Items — Customer AR / Invoice Entries\nField Notes Product Mapped to your accounting system’s item/product reference and GL account Order Qty, Shipped Qty, Delivered Qty, Invoiced Qty Tracked separately — these can differ if quantities were adjusted after the order was placed Rate / FOB, Total Line Items — Grower/Vendor/Freight AP Entries\nField Notes Vendor Mapped to your accounting system’s vendor reference Product or Item Mapped to the item’s GL account Quantity, Rate, Total Quantities, rates, and totals reflect what’s on the order at the moment the entry is sent — if a line item is adjusted after an entry has already synced, that change doesn’t retroactively update the entry that already went out. A new adjustment entry is what carries the change over.\nHow Records Get Matched to Your Accounts Two things work together to make sure a Fusionware order lands in the right place in your accounting system:\nMappings (Xrefs) — translate a Fusionware customer, vendor, product, location, carrier, etc. into the matching record your accounting system expects. This is the same mapping system behind Settings \u003e Order \u003e Mappings; it’s what generates the “missing mapping” errors seen on the Adapter Summary report. ERP Account — a reference on a product or item record that ties it to a specific account in your accounting system, so revenue and cost from that product post to the right place. This is set on the product/item itself, separately from the Mappings screens. If either is missing for something referenced on an order, the sync for that order will typically fail with a message pointing at the missing link.\nSettings That Affect What Gets Sent These live on the adapter configuration itself (set up during onboarding — contact support to change them):\nSetting Effect Send to ERP Master switch — whether this adapter is allowed to receive pushes at all Manual Push Only When on, entries don’t queue automatically as events happen — someone has to manually send or resend them AR/AP Separate When on, customer invoices (AR) and vendor/grower payables (AP) are routed to two different accounting connections instead of one Permissions Permission What It Controls Reports \u003e Adapter Summary Access to the Adapter Summary report ", "description": "", "pagetitle": "Adapter Summary", "sectiontitle": "", "tags": null, "title": "Adapter Summary", "uri": "/reports/orders/adapter_summary/" }, { "content": "- Customers Vendors Growers ", "description": "", "pagetitle": "Customers, Vendors/Growers", "sectiontitle": "", "tags": null, "title": "Customers, Vendors/Growers", "uri": "/settings/companies/customers_vendors_growers/" }, { "content": " Frequently Asked Questions What Printers, Scanners, or Scales Should I buy Recommendations: Click to expand The Fusionware Team does not sell, service, or install printers, scanners, scales, and other equipment you might use with Fusionware. We do have recommendations on equipment based on what we have seen other facilities use. Printers Once you create a print job in Fusionware your print dialogue window shows up and you can select any printer to print to that is connected to your computer. We recommend finding a local printer sales and servicing company for your industrial label printers and label supplies. If you are looking for a pallet or PTI tag printer you will want something that prints at least 4\" wide \u0026 supports Windows/Mac printer drivers along with ZPL. Datamax, Zebra, and SATO “Industrial Thermal Printers” are popular brands that many of our customers use. You can do a Google search for new and used printers if you do not have a printer company you want to use. Scanners Hand scanners - These vary so it will depend on your setup and needs. You can do a Google or Amazon search for Barcode Scanners and there are lots of options. Android Scanners - There are a large variety of stand alone Android scanners that you can run our mobile application on. A minimum of a 5 inch screen and at least Android version 10 is recommended. They usually have a Zebra or some other scanning component attached to the device. Do a Google or Amazon search for “Android Barcode Scanners 5 inch”. Phones An alternative to buying a scanner is to use any iPhone or Android phone and scan with the camera while in the mobile app. Scales Fusionware can integrate with your truck or pallet scale. Please contact sales for pricing information.\nQualifications:\nYour scale must have the ability to do a constant output and have a serial port. How it works:\nWe connect a small computer, a Raspberry Pi, to your scale through the serial port. The Raspberry Pi needs access to power and the internet. Once connected to the scale and the internet, the Raspberry Pi communicates weights to Fusionware. How do I set up a Lot Answer: Click to expand Go to settings In the Farm column select Fields Select the physical field you want the lot to be tied to. At the bottom of the details in the green section put your lot in. How do I set up my Storages Answer: Click to expand Go to settings In the Farm column select Storages Select the “Add New Storage” button in the upper left. Add your details and select the create button. How do I empty out my storages Answer: Click to expand Option 1 Go to the receiving board in the boards dropdown. In the upper right select the “Add Receiving” button shaped like a file folder with a plus sign. Select storage as what you are receiving from and the load type. In the add receiving details, select the lot from the storage you want to move to a new destination. Add any other information then select create. Option 2 Go into settings, companies column, and then locations. Select the shed you will be packing product from. Go to the sources tab in the shed/location details. Add the storage as a source and make sure the “Type” is set as “Storage.” How do I set up a comment that I want to reoccur on orders Answer: Click to expand Go into settings, companies column, and then locations. Select the shed location you are creating orders for where you want the comments to show up at. On the right side of the screen in the “comments” tab add a new comment in the green section. When this location is selected as the origin on orders, the comments added will show up on every order in the order comments section automatically. How do I duplicate orders Answer: Click to expand In an order you 1st need to create a PO # for that order. Inside the order details select the blue options button near the top of the order and then the duplicate order option. Select how many total orders you want to create and then the new PO#’s for the duplicates (and the original) will display with the option to modify the PO# and the sequential number. The “duplicate total” number is how many total orders you want with the information you created with the original order. The duplicate orders will all have different order numbers and the PO#’s will be sequential You are able to select the blue options button on the order board and the duplicate order option is available there as well. How do I add a Product to a Run Profile \u0026 Production Line Answer: Click to expand ", "description": "", "pagetitle": "", "sectiontitle": "FAQ", "tags": null, "title": "FAQ", "uri": "/faq/" }, { "content": " Description Video Forms Introduction Forms Detailed ", "description": "", "pagetitle": "Form Builder", "sectiontitle": "", "tags": null, "title": "Form Builder", "uri": "/settings/misc/form_builder/" }, { "content": "\nOrder Board Details Order Board Order Board Image - Click The Image To Expand Order Board Page “No Orders Found”\nmeans you need to adjust your filters Magnifying Glass To see the filters hover over the magnifying glass. Click it to pin it to the top menu Filter Adjustments To see orders adjust the date filter to include order dates in Fusionware. You can also filter orders by typing in different order details in the Order Search Column Headers The blue arrow next to the “Order #” indicates the Order Board is being sorted by the Order # column (this is the default setting). Arrow down means smallest number to largest. Select the arrow to change to largest to smallest number. Select a blue dash in a different column header to sort by that column. The arrow will move to that column. Add/Remove Columns (In User Settings) Adding or removing columns can be done in the user settings. Please contact your company admin if you do not have access to adjust these column’s yourself Sort By Order Status Filter By Order Type Filter By Commodity Filter by Sales Type Filter by Sales Person Filter by Booked By Person Creating an Order Select the folder with the plus sign to create a new Order Order Details Organized in sections: Order Details, Carrier Details, Accounting Summary, Load Details, Products, and Freight \u0026 Fees ", "description": "", "pagetitle": "", "sectiontitle": "Order Board", "tags": null, "title": "Order Board", "uri": "/board/transactions/order-board/" }, { "content": "The Order Details page is the central hub for managing a single order in Fusionware. It surfaces every piece of operational, financial, and logistical information tied to a sale order, purchase order, or transfer.\nSelect a section below to learn how it works.\n# Section Description 1 Order Header Bar Order number, status badge, action buttons (Options, Documents, Force Status Change), Sale Type, Order Type, and Commodity Type 2 Order Details Panel Customer, PO#, Origin, Destination, Ship/Delivery dates, Confirmation #, Sales Person, and Booked By 3 Accounting Overview Real-time P\u0026L summary table showing Cost (AP), Sales (AR), Profit, and Profit % across Product, Freight, and Fees 4 Carrier Details Broker, Carrier, Driver, Tractor/Trailer numbers, Shipment Type, and distance to origin 5 Load Details Suggested rate, gross weight, pallets, temp recorder, trailer temp, seal numbers, LTL/TL, and custom fields 6 Products \u0026 Fees Product line items (SKU, contract, order/ship qty, FOB, cost, profit) plus Freight \u0026 Fee AR/AP lines 7 Locations Pickup and delivery stop addresses, multi-stop routing, and BOL stop sequencing 8 Comments User-authored notes and internal communication tied to the order 9 Documents Generated BOLs, invoices, confirmations, and uploaded file attachments 10 Log Immutable audit trail of every system-level change — who changed what and when 11 Traceability Lot-level upstream supply chain linkage for PTI compliance and food safety investigations 12 Accounting Summary Full AR/AP transaction breakdown, settlement status, invoice status, and net P\u0026L ", "description": "", "pagetitle": "", "sectiontitle": "Order Details", "tags": null, "title": "Order Details", "uri": "/board/transactions/order-board/order-details/" }, { "content": "The top bar identifies the order at a glance and provides quick-action controls.\nField Description Order # System-assigned identifier (e.g., Order #: 113418). Used as the primary reference across all related documents, logs, and communications. Status Badge Shows the current order state (e.g., Booked, Shipped, Invoiced). Badge color changes with status to provide a visual indicator of where the order is in its lifecycle. Options Dropdown menu for secondary actions: duplicate, cancel, manually change status, and more. Documents Opens or generates order-related documents such as BOLs, invoices, and confirmations. Force Status Change Allows authorized users to manually override the current order status, bypassing normal workflow triggers. Typically restricted to managers or admins. Sale Type Classifies the order (e.g., Sale Order, Purchase Order, Transfer). Determines which financial flows, document templates, and ledger entries apply. Order Type Defines the freight/pricing basis (e.g., FOB, Delivered, CFR). Affects how freight costs are calculated and who bears shipping risk. Commodity Type The top-level commodity classification (e.g., RUS – Russet). Drives commodity-specific defaults for quality, labeling, and reporting. ", "description": "", "pagetitle": "Order Header Bar", "sectiontitle": "", "tags": null, "title": "Order Header Bar", "uri": "/board/transactions/order-board/order-details/order-header-bar/" }, { "content": "The Reports \u003e Packaging link takes you to the packaging inventory screen — the same place packaging stock gets received and adjusted. This page covers that screen, the two ways packaging inventory gets into it, and the other reports where packaging quantities and costs show up.\nThe Packaging Inventory Screen Reports \u003e Packaging opens Settings \u003e Inventory \u003e Packaging (/settings/inventory/packaging).\nThis screen is organized by location tab and lists every packaging item with its Qty On Hand, Qty Received, Qty Issued, and Spent This Month.\nThere are two ways packaging inventory gets added here:\nWay 1 — Add It Manually Find the packaging item on the location tab you want to adjust. Enter a quantity in the input box next to it. Click one of the three action buttons: Green “+” — Adds inventory Red “−” — Removes inventory Yellow pencil — Removes inventory without adjusting price In the “Adjust Inventory” modal that opens, pick a Type (reason code) and add Notes, then confirm. Every adjustment is logged — click See This Month’s Packaging Logs on any item to see its running balance for the month. Use this method when packaging stock needs to be corrected or added without a formal receiving document.\nWay 2 — Receive It on a Finished Goods Receivable Go to Boards \u003e Receivables and click Add Receivable. Set the Type dropdown to Finished Goods. This switches the product picker to a general product search, so you can select a packaging item as the line item instead of a regular product. Fill in the receivable as normal — lot number, reference number, driver/truck, and receiving location. Check the receivable in. Because the receivable type is Finished Goods and the item is a packaging product, checking it in adds the quantity to packaging inventory at that location automatically. Use this method when packaging is arriving from a vendor and you want it tied to a proper receiving record.\nNote: These are the only two ways to create packaging inventory. General inventory-entry tools used for product inventory won’t accept packaging.\nWhere Else Packaging Shows Up in Reports Reports \u003e Inventory — Use the Inventory Type filter and select Packaging to filter the standard inventory report down to packaging rows only (lot, location, qty, weight, etc.). Reports \u003e Grower Settlements — Shows a Has Packaging column (marks products that have packaging assigned), a Packaging Rate column, and a Packaging Total line in the summary — reflecting the packaging cost deducted from the grower for packed inventory. Reports \u003e Shipped/Sold — Shows a Packaging Cost column (when your account uses default pack charges), subtracted from FOB to get the net price. Permissions Permission What It Controls Reports \u003e Packaging Access to the Packaging link in the Reports menu, and the Settings \u003e Inventory \u003e Packaging screen it opens ", "description": "", "pagetitle": "Packaging", "sectiontitle": "", "tags": null, "title": "Packaging", "uri": "/reports/misc/packaging/" }, { "content": "Packaging covers the boxes, trays, clamshells, pallet caps, and similar materials used to pack a product. This page covers two things: the catalog of packaging items itself, and how to assign those items to a specific product.\nThe Packaging Catalog Every packaging item used anywhere in the system — assigned to a product, added to a Packaging Templates template, or received into inventory — starts as an entry in this catalog.\nField Name Description Name The packaging item’s name Description A short description of the item Default Cost The default cost used when this item is assigned to a product or template Default Rate The default rate charged for this item Equivalence Factor Conversion factor used when this item’s quantity needs to be expressed in a different unit Deleting an item removes it from the active list (it’s soft-deleted, not permanently erased) so historical records that reference it stay intact.\nAssigning Packaging to a Product Once a packaging item exists in the catalog, it can be assigned to a specific product from the product’s Packaging tab (Packing Shed \u003e Products \u003e Products \u003e [product] \u003e Packaging). Once assigned, packaging inventory is automatically drawn down whenever that product is run through production — you don’t have to manually deduct it.\nThere are two ways to assign packaging to a product:\nMethod What It Does Add individual items Pick a packaging item directly and set its Per (Each or Flat) and Qty on the product’s line-item table Apply a Packaging Template Search for and apply an existing Packaging Templates template — this adds all of that template’s line items to the product at once You can mix both — apply a template and then add or adjust individual items on top of it.\nRelated Field: Packaging Weight On the main (non-Packaging) tab of a product’s edit screen, there’s a separate Packaging Weight field. This is just the tare weight of the product’s packaging, used to net out gross weight when it’s received — it has nothing to do with packaging inventory and doesn’t pull from the items assigned on the Packaging tab.\nPermissions Permission What It Controls Settings \u003e Packaging Access to this screen ", "description": "", "pagetitle": "Packaging", "sectiontitle": "", "tags": null, "title": "Packaging", "uri": "/settings/packing_shed/products/packaging/" }, { "content": "", "description": "", "pagetitle": "", "sectiontitle": "Products", "tags": null, "title": "Products", "uri": "/settings/packing_shed/products/" }, { "content": " ", "description": "", "pagetitle": "Source Board", "sectiontitle": "", "tags": null, "title": "Source Board", "uri": "/board/production/source-board/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Transactions", "tags": null, "title": "Transactions", "uri": "/board/transactions/" }, { "content": " The Users \u003e Settings tab (Settings \u003e Misc. \u003e Users) is the first tab on a user’s edit screen — sometimes referred to as the “User Settings” tab — and covers the account’s core profile, login, and role-based display fields. A handful of fields and flags below are only visible to editors with admin-level accounts (Company Admin or higher); a Company User editing another account may see a shorter list than what’s documented here.\nField Name Description General Fields (Left Side) Core profile, login, and display preferences for the account First Name Enter the first name of the user Last Name Enter the last name of the user Email The user’s login email address. Shown as read-only with an “edit” (pencil) button that opens a separate “Change Email” screen; only visible to admin-level editors Password Sets the user’s login password. Must meet your company’s configured password policy — the exact length, uppercase, and special-character requirements are shown in the tooltip next to the field; only visible to admin-level editors Mobile Cell phone number; required if the user is signing documents. Locked if the user has SMS-based multi-factor authentication enabled — contact support to update it in that case MFA Status Shows whether multi-factor authentication is set up for the user (“Setup,” “Enabled,” or “Not Enabled”). Admins can turn MFA off for the user directly from here Phone Number Enter the phone number of the user Type Sets the user’s role/permission level (e.g., Company Admin, Company Users). Shown as a read-only field to editors who aren’t a Company Admin or higher Default Location Sets the default location for the user on the inventory report User Status Marks a user as Active or Inactive Board Preference The board the user is in most frequently; used as their default board Default Source Pull Type Sets which section(s) of the Source Board (Receiving, Inventory, Storage, Manual, or All) are expanded by default when this user opens it Receiving Origin Type Locks the “Origin Type” field to Field or Storage whenever this user creates a new receivable, so they can’t create records against the other type. Leave on “– All –” to let them choose either Weight Display Type Sets which unit of measure this user prefers weights to be displayed in Receiving Scale Assigns the user’s default scale device, used to pull weight automatically when they create receiving records Flags (Right Side) Checkboxes that turn on account-wide roles and display behavior Manager Filters the AR/AP Report to the users this manager is in charge of. Only visible to admin-level editors; locked once the user being edited is themselves a Company Admin Sales Shows this user’s name inside the order details as the Sales Person Transportation Shows this user’s name inside the order details as the Booked By person Accounting Grants the accounting role: enables invoice date/time fields on orders, shows invoice-related columns and buttons in the product/freight-fee matrix, and unlocks several financial-adjustment actions that are otherwise blocked for non-admin users Show Freight And Fees Combined In Profit Matrix Combines the freight and fee rows into a single row on the order’s profit matrix instead of showing them separately Update Original Packed Date Lets the user edit the “Original Packed Date” field on an inventory record; otherwise that field is locked. Only visible to admin-level editors Vendor Marks the user as a vendor-type account, which hides most pricing, quantity, and internal comment columns and buttons throughout order screens. Only visible to admin-level editors Customer Marks the user as a customer-type account, which hides internal-only order details (documents, comments, driver mobile numbers, pricing columns) the same way the Vendor flag does. Only visible to admin-level editors Hide Chat Hides the chat icon in the top navbar for this user Read Only Settings Locks most Settings pages (Products, Locations, Storages, Carriers, Companies, and similar) into a view-only state for this user — they can see the data but can’t edit it Show PTI Labels on [Advanced] Production Board Adds a case-label/PTI-label selector column to the Production (or Advanced Production) Board for this user. The exact label shown depends on which board role the user has Show Weight Display Dropdown in Navbar Adds a weight-unit dropdown to this user’s top navbar so they can switch their displayed unit of measure on the fly ", "description": "", "pagetitle": "User Settings Tab", "sectiontitle": "", "tags": null, "title": "User Settings Tab", "uri": "/settings/misc/users/user_settings/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Production", "tags": null, "title": "Production", "uri": "/board/production/" }, { "content": " ", "description": "", "pagetitle": "Misc Boards", "sectiontitle": "", "tags": null, "title": "Misc Boards", "uri": "/board/misc_board/" }, { "content": " Boards Transactions Order, Shipping, Receiving, and Process Boards Production Source, Production, and Inventory Boards Misc. Boards Controller, Form, Quality, and Marketplace Boards ", "description": "", "pagetitle": "", "sectiontitle": "Boards", "tags": null, "title": "Boards", "uri": "/board/" }, { "content": "The left panel below the header captures the core commercial and logistical identity of the order.\nField Description Customer (Cust.) The buying party. Linked to the customer record, which carries default terms, contacts, and pricing contracts. The icon beside the name opens the customer card. PO# The customer’s purchase order number. Used to cross-reference orders with the customer’s own system. Origin The shipping point (e.g., a grower, pack shed, or warehouse). Controls which inventory pools are available to allocate product from. Ship Date / ETA The date and time product is expected to leave the origin. Used for scheduling and carrier dispatch. Destination The delivery location. Pulls defaults for unloading fees, distance calculation, and delivery windows from the location record. Del Date / ETA Expected delivery date and time at the destination. Drives delivery scheduling and customer notifications. Confirmation # Customer or broker confirmation reference number. Typically provided by the buyer for their own internal tracking. Del PO Delivery purchase order number, if the customer issues a separate PO for the delivery leg. Sales Person The internal rep responsible for the order. Tied to commission tracking and sales reporting. Booked By The Fusionware user who created or confirmed the order. Recorded for accountability and audit. Exclude from Auto Delivery When checked, this order will not be included in batch auto-delivery workflows. Useful for orders that require manual scheduling. ", "description": "", "pagetitle": "Order Details Panel", "sectiontitle": "", "tags": null, "title": "Order Details Panel", "uri": "/board/transactions/order-board/order-details/order-details-panel/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Orders", "tags": null, "title": "Orders", "uri": "/reports/orders/" }, { "content": "A Packaging Template is a reusable bundle of packaging items — useful when the same combination of box, tray, and cap gets applied to many products, so you don’t have to build the same line-item list on each product individually.\nField Name Description Template Name The name of the template Is Active Marks the template as active/available to apply Line Items A table of packaging items on the template, each with a Per (Each/Flat) and Qty Templates aren’t applied automatically — from a product’s Packaging tab (see Packaging), search for and apply the template you want. Applying it adds all of its line items to that product’s packaging list at once.\nPermissions Permission What It Controls Settings \u003e Packaging Templates Access to this screen ", "description": "", "pagetitle": "Packaging Templates", "sectiontitle": "", "tags": null, "title": "Packaging Templates", "uri": "/settings/packing_shed/products/packaging_templates/" }, { "content": " To manually change a lot on the Production Board without creating a receiving and adding it to the source, follow the steps below. ONLY DO THIS IF YOU DO NOT NEED TO TRACK YOUR WEIGHTS Manual Lot Change Description - Click The Image To Expand 1. Add Settings Make sure your company has this permission added to their account and then add it to each user you want to have access to it. 2. Field Locations For each lot you want to manually have access to select, you need to go into the Locations tab of its Master Field and add the shed location you are packing at. 3. Shed Location In your Shed Location you are packing at, select the source you want to be a manual lot selection and change its Type to “Manual”. Add that Source to a Production Line. 4. Production Board When you are on a Production Line and a Manual Source has been selected, you will now see a dropdown menu for that Shed with all the field lots tied to that location that are active. Reminder that you will not be tracking any receiving weights with this workflow ", "description": "", "pagetitle": "Production Board", "sectiontitle": "", "tags": null, "title": "Production Board", "uri": "/board/production/production-board/" }, { "content": " A board for shipping personnel to access order information and add loading/shipping information without any access to the accounting side of the order Shipping Board Description - Click to Expand Image Inside the Order Truck Check-In \u0026 Load Out Details Product Line Here you can adjust product line information or add additional products Truck Check-In \u0026 Load Out Here you can add all the loading and truck information, including heavy \u0026 light weights Document Comments Comments can be added here to show up on the BOL or Pick Ticket/Shipper Confirmation Button Details ", "description": "", "pagetitle": "Shipping Board", "sectiontitle": "", "tags": null, "title": "Shipping Board", "uri": "/board/transactions/shipping-board/" }, { "content": " Booking Summary ", "description": "", "pagetitle": "Transportation", "sectiontitle": "", "tags": null, "title": "Transportation", "uri": "/reports/transportation/" }, { "content": " ", "description": "", "pagetitle": "Inventory", "sectiontitle": "", "tags": null, "title": "Inventory", "uri": "/reports/inventory/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Misc. Reports", "tags": null, "title": "Misc. Reports", "uri": "/reports/misc/" }, { "content": " ", "description": "", "pagetitle": "Settlement", "sectiontitle": "", "tags": null, "title": "Settlement", "uri": "/reports/settlement/" }, { "content": " Build Custom Report Click to expand Power BI Reports Click to expand If you have the Power BI Fusionware add-on, you can access your company’s Power BI reports through: Reports \u003e Custom \u003e Power BI \u003e “Name of Report” If you are not an admin, you will need to be granted access to the specific report(s) you are trying to access Selecting the report name will open the report in a new tab on your browser This view is read only To export to Excel, you will need to be given the Microsoft Power BI login credentials that are setup for your company Please contact a company administrator to gain access If you are the main administrator for your company please contact Fusionware To give report access to non-administrators (administrators have full access to all reports) go to Settings \u003e Custom Reports\nThis page shows all the reports in Fusionware and through Power BI The Power BI reports have a long URL address Select your Power BI Report Select the Permissions tab and then check the options to give each non-administrator access to the report Power BI Reports Through the Microsoft Website Click to expand This will give you access to export or print the report based on your current filter settings Caution: do not edit this report without authorization You can adjust filters for the report to narrow or broaden your data Description Image - Select Image to Expand Login Page Select Report Excel Export Select Excel Export Format Power BI Recall Report Click to expand ", "description": "", "pagetitle": "FusionwareIQ", "sectiontitle": "", "tags": null, "title": "FusionwareIQ", "uri": "/reports/fusionwareiq/" }, { "content": "The financial summary table sits below the Order Details panel and gives an at-a-glance P\u0026L for the order. It updates in real time as products, freight, and fees are added or modified.\nRow Cost (AP) Sales (AR) Profit Profit % Product AP cost of goods AR billed for product Gross margin on product % margin Freight Freight cost paid out Freight billed to customer Freight margin % margin Fees Fees paid (AP) Fees billed (AR) Fee margin % margin Total Sum of all AP Sum of all AR Net profit Overall % Column Description Cost (AP) Accounts Payable — what Fusionware owes vendors and carriers for this order. Sales (AR) Accounts Receivable — what the customer owes Fusionware. Profit The difference between AR and AP. Profit % Calculated as (AR − AP) ÷ AR × 100. A row showing 100% means there is no AP cost booked for that line. ", "description": "", "pagetitle": "Accounting Overview", "sectiontitle": "", "tags": null, "title": "Accounting Overview", "uri": "/board/transactions/order-board/order-details/accounting-overview/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Order", "tags": null, "title": "Order", "uri": "/settings/order/" }, { "content": " Settings » Misc. » Users » Privileges\nThe Privileges tab controls exactly which pages, boards, buttons, and columns a given user can see in Fusionware. Each row below is one checkbox on that screen, listed alphabetically by section the way they appear on the page, with a plain-language explanation of what turning it on actually does.\nBold rows are section headers — some are a single standalone checkbox (e.g. Controller Board), others are a parent checkbox with numbered sub-privileges nested underneath it (e.g. Dashboard).\nAs of August 2026, the mobile app no longer has its own separate “Mobile” permission group — that group has been removed from this screen. The mobile app now checks these same privileges to decide what to show and enable, matching the web app.\nField Name Description Select All Use to select or deselect all the checkboxes Advanced Production Board Gives access to the Advanced Production Board, the full multi-line, multi-location console for tracking and editing active production runs in a pack shed 1. Advanced Production Board - End Run Adds an “End Run” button so the user can manually close out an active production run 2. Advanced Production Board - Manual Field Control Adds manual edit controls for a source’s field/lot details instead of relying on automated values 3. Advanced Production Board - Multiple Pallets Shows a pallet-count field so more than one pallet can be tracked per production entry 4. Advanced Production Board - Revert Automated Lot Number Adds a “Revert Auto Lot #” button to undo the last automatically assigned lot number Controller Board Gives access to the Controller Board, used to build grower settlement reports covering receiving, packout, expenses, and payment summaries Dashboard The main landing page when you login to Fusionware 1. Dashboard - Active Orders Shows the “Active Orders” summary panel on the Dashboard, tracking how many orders are currently open 2. Dashboard - Alerts Shows the Alerts panel on the Dashboard, flagging items that need attention 3. Dashboard - Available Trucks Shows the “Available Trucks” panel on the Dashboard, summarizing truck and carrier availability 4. Dashboard - Cook Sample Shows the “Cook Sample by Day” chart on the Dashboard 5. Dashboard - Power BI Shows an embedded Power BI report tab on the Dashboard so the user can view that live report 6. Dashboard - Raw Grade Shows the “Raw Grade by Day” chart on the Dashboard 7. Dashboard - Shipping Summary Shows the “Shipping Summary” table on the Dashboard, totaling shipments by commodity and origin 8. Dashboard - Total Loads Invoiced Per Month Shows the “Total Loads Invoiced Per Month” chart on the Dashboard 9. Dashboard - Total Loads Weekly Projection Shows the “Total Loads Weekly Projection” chart on the Dashboard Form Board Gives access to the Form Board, which lists submitted inspection and data-collection forms for a date range 1. Form Board - Allow Form Submissions Adds an “Add Form Submission” button so the user can fill out and submit a new form or inspection Inbox Gives the user access to the Inbox, used for internal messages and notifications Inventory Board Gives access to the Inventory Board, the main day-to-day view of on-hand product quantities by location and date 1. Inventory Board - Show All Locations Adds an “All Locations” view to the Inventory Board so the user can see combined inventory across every location at once 2. Inventory Board - Show Allocated Column Adds an “Allocated” column to the Inventory Board showing how much inventory is already committed to orders 3. Inventory Board - Show Arrived Column Adds an “Arrived” toggle and column to the Inventory Board for filtering to loads marked as arrived 4. Inventory Board - Show PO Column Shows or hides the Purchase Order (PO) column on the Inventory Board 5. Inventory Board - Show Projected Column Shows or hides the “Projected” quantity column on the Inventory Board Inventory Sales Board Gives access to the Inventory Sales Board, a sales-focused view of available inventory by product and location for checking stock against orders Load Truck Shortcut Adds a “Load Truck” quick-access link in the top navigation’s Misc. menu Modify Inventory Shortcut Adds a “Modify Inventory” navbar shortcut that lets a user scan or type a pallet tag to jump straight to editing that inventory item Order Board Gives access to the Order Board page. Also required for mobile access to Signatures (the tile, bottom tab, and drawer item) 1. Order Board - Add Order Lets the user create new orders, including the “Add Order” shortcut in the top navigation bar 2. Order Board - All Orders Lets the user view every order on the Order Board instead of only their own assigned orders 3. Order Board - Carrier Log Lets the user log and view carrier truck-availability entries in the Order Board’s scheduling tool 4. Order Board - Edit Customer Adds an edit control next to the customer name on an order so the user can change which customer it’s tied to 5. Order Board - Edit Suggested Rate Lets the user type in or edit the “Suggested Rate” and “Max Rate” fields on an order 6. Order Board - Force Order Status Adds a “Force Status Change” button on an order so the user can manually override its workflow status 7. Order Board - Freight Rates Shows the freight-rate breakdown, suggested rate, and trailer-type columns on the Order Board grid 8. Order Board - Load Truck Adds a “Load”/“FIFO Load” button on each order row that jumps straight to loading that order’s truck 9. Order Board - LTL Module Turns on Less-Than-Truckload (LTL) shipment features for orders on the Order Board 10. Order Board - Order Templates Lets the user pick a saved order template to auto-fill fields when creating a new order 11. Order Board - QC Button Adds a “QC” button on each order row to open its quality-control data-entry screen 12. Order Board - Show Contract Checkbox Shows a “Contract” checkbox column on an order’s product lines, marking items tied to a grower or customer contract 13. Order Board - Update Product Line Weight From Loaded Lets the system update an order’s product line weight to match the actual weight loaded onto the truck if it differs Orders A set of order-lifecycle permissions separate from the Order Board view itself, covering ERP sync, grower pricing visibility, EDI restrictions, inventory allocation, and e-signatures 1. Orders - Company Signature Adds a button to request the customer’s electronic signature for an order 2. Orders - External/EDI Orders Only Restricts the Order Board so the user only sees orders that came in through EDI or another external system integration 3. Orders - Inventory Allocation Adds an “Allocate Inventory” button on each order product line to reserve specific inventory lots against it 4. Orders - (Re)send to ERP Adds a button to (re)send that order’s transaction to the connected ERP system 5. Orders - View Grower Pricing In Order Shows grower cost and pricing details within an order’s traceability screen Process Board Gives access to the Process Board, a ticket-style list of grower and processor loads with freight, weight, deduction, and pricing details Production Planning Board Gives access to the Production Planning Board for viewing and managing scheduled, forward-looking production plans 1. Production Planning Board - Bill of Materials Adds a Bill of Materials view showing the component requirements for each planned item 2. Production Planning Board - Planner Turns on Planner mode, letting the user create and edit the production plan 3. Production Planning Board - Production Shows the day-of Production view of actual output, for users who aren’t Planners Receiving Board Gives access to the Receiving Board 1. Receiving Board - Delete Receiving Adds a delete button on receiving records on the Receiving Board 2. Receiving Board - Edit Lot Number After Inventory Created Lets the user edit the lot number on a receiving record even after inventory has already been created from it Reports Turns on the Reports menu in the top navigation; without it, none of the individual report pages below are reachable 1. Reports - Accounting Opens the “Accounting” report page 2. Reports - Active/Profit Summary Opens the “Active/Profit Summary” report page 3. Reports - Adapter Summary Opens the “Adapter Summary” report, showing EDI/ERP adapter activity 4. Reports - Adapter Summary - Deletion Adds a delete action within the Adapter Summary report 5. Reports - Aging Opens the “Aging” report, showing outstanding order balances by age 6. Reports - Binned Inventory Report Opens the “Binned Inventory” report 7. Reports - Binned Packout Report Opens the “Binned Packout Report” under settlement reports 8. Reports - Booking Summary Opens the “Booking Summary” report, summarizing booked orders 9. Reports - Build Custom Report Opens the “Build Custom Report” tool for creating an ad-hoc report 10. Reports - Commodity Sales Opens the “Commodity Sales” report page 11. Reports - Create Orb Report Opens the “Create Orb Report” tool 12. Reports - Daily Pick Sheet Opens the “Daily Pick Sheet” report page 13. Reports - Farms Opens the “Farms” report page 14. Reports - Field Opens the “Field” report, filterable by grower 15. Reports - Grower Settlements Opens the “Grower Settlements” report/list page 16. Reports - In-Transit Summary Opens the “In-Transit Summary” report, showing loads currently in transit 17. Reports - Inventory Opens the main “Inventory” report, including viewing and splitting individual inventory records 18. Reports - Inventory - Load Adds a “Load Inventory” bulk action to the Inventory report’s Options menu 19. Reports - Inventory Allocate Lets the user allocate and unallocate inventory in bulk from the Inventory report’s Options menu 20. Reports - Inventory Change Date Dumped Opens the “Inventory Change Date Dumped” report page 21. Reports - Inventory Delete Lets the user delete, restore, duplicate, or hold/unhold inventory records from the Inventory report 22. Reports - Inventory Undump Adds an “Undump” button to un-dump previously dumped inventory in the Inventory report 23. Reports - Inventory Update Lets the user edit the lot number when viewing an inventory record from the Inventory report 24. Reports - Invoice Summary Opens the “Invoice Summary” report page 25. Reports - Orders By Customer(AR/AP) Opens the “Orders By Customer (AR/AP)” report, breaking down receivables and payables by customer 26. Reports - Packaging Adds a “Packaging” link in the Reports menu that opens the packaging settings page 27. Reports - Production Opens the “Production” report page 28. Reports - Rate Quote Log Opens the “Rate Quote Log” report, tracking freight rate quotes 29. Reports - Receiving Opens the “Receiving” report, filterable by driver, grower, lot, location, user, receiving type, field, and truck number 30. Reports - Receiving - Grower Settlement Adds a “Grower Settlement” view within the Receiving report 31. Reports - Sales Opens the “Sales” report page 32. Reports - Shipped/Sold Opens the “Shipped/Sold” report, showing settlement and expense data tied to shipped or sold inventory 33. Reports - Storage Opens the “Storage” report page 34. Reports - Trace Recall Opens the “Trace Recall” report, used to trace lots for recall investigations 35. Reports - Transfer Inventory Opens the “Transfer Inventory” report page 36. Reports - Transportation Opens the “Transportation” report page Send External System Alerts Lets a user’s account be used by connected external systems (ERP/EDI integrations) to send them alerts when an integration fails Settings The umbrella switch that shows the Settings menu in the navigation bar; without it, none of the settings pages below are reachable 1. Settings - Admin Bulk Inventory Lots Update Lets the user bulk modify or update input lots on existing inventory records 2. Settings - Admin Bulk Inventory Update Lets the user bulk modify or update existing inventory records 3. Settings - Assets Lets the user manage company asset records such as trucks, trailers, and equipment 4. Settings - Auto Charges Lets the user manage automatic order fee and charge rules 5. Settings - Blocks Lets the user manage “block” subdivisions within a grower’s fields 6. Settings - Button Labels Lets the user customize the button label text shown on production lines 7. Settings - Carrier Is Approved Lets the user toggle whether a carrier is marked “Approved” on the carrier record 8. Settings - Carrier Is Approved for Advances Lets the user toggle whether a carrier is approved to receive freight advances 9. Settings - Carriers Lets the user view and edit trucking carrier company records 10. Settings - Chemicals Lets the user manage chemical application records 11. Settings - Colors Lets the user manage product color options 12. Settings - Commodities Lets the user manage commodities, varieties, and variety groups 13. Settings - Company Groups Lets the user manage groups of related companies 14. Settings - Contracts Lets the user view the list of grower and customer contracts 15. Settings - Contracts Admin Lets the user edit contract details, beyond just viewing them 16. Settings - Custom Reports Lets the user build and manage custom reports 17. Settings - Customer Is Approved Lets the user toggle whether a customer, vendor, or grower is marked “Approved” for credit 18. Settings - Customers,Vendors/Growers Lets the user view and edit customer, vendor, and grower company records 19. Settings - Drivers Lets the user manage driver records — name, license, and contact info — under a carrier 20. Settings - Edit Customer QC Data Lets the user edit customer-entered quality-control fields on an order 21. Settings - Edit Ref Number on Inventory Item Lets the user edit the reference number field on an inventory record 22. Settings - Enter Calbee Order Data Lets the user enter and upload Calbee’s required order data 23. Settings - Enter Campbell QC Data Lets the user enter and upload Campbell’s required quality-control data 24. Settings - Enter Frito QC Data Lets the user enter and upload Frito-Lay’s required quality-control data 25. Settings - Enter HEB Data Lets the user enter and upload HEB’s required quality-control data 26. Settings - Enter McCain’s Data Lets the user enter and upload McCain’s required quality-control data 27. Settings - Enter Shearer’s Data Lets the user enter and upload Shearer’s required quality-control data 28. Settings - Factoring Companies Lets the user flag which companies act as factoring companies for accounts-receivable factoring 29. Settings - Farm Planning Lets the user access farm planning tools for planting and harvest scheduling 30. Settings - Fields Lets the user manage farm field records 31. Settings - Form Builder Lets the user build and manage custom digital form templates 32. Settings - Inventory - Grower AP Direct Edit Lets the user directly view and edit a grower’s accounts-payable data on an inventory record 33. Settings - Inventory Reason Codes Lets the user manage inventory adjustment reason codes 34. Settings - Items Lets the user manage the master list of order items 35. Settings - Labels Lets the user manage product labels and label groups 36. Settings - Locations Lets the user view and edit facility and location records 37. Settings - Mapping Lets the user manage EDI/ERP data mappings between external and internal records 38. Settings - Mapping - Quick Add Adds a “Quick Add” button on the unmapped-items screen to create a new mapped record without leaving the page 39. Settings - Order Templates Lets the user manage reusable order templates 40. Settings - Packaging Lets the user manage packaging type records 41. Settings - Packaging Templates Lets the user manage packaging templates 42. Settings - Product Sizes Lets the user manage product size options 43. Settings - Product Styles Lets the user manage product styles and style groups 44. Settings - Products Lets the user manage products, including product grades and attributes 45. Settings - Products Edit ERP Ref Lets the user edit the ERP reference field on a product record 46. Settings - PTI Labels Lets the user manage PTI traceability label formats for different retailers 47. Settings - Quality Control Lets the user manage quality-control reference lists such as defects and sizes 48. Settings - Receiving Template Lets the user manage receiving templates 49. Settings - Regions Lets the user manage the growing regions used on product records 50. Settings - Remote Printers Lets the user manage remote label printers — host, port, and print-and-apply settings — at a location 51. Settings - Run Profile Lets the user manage production line run profiles 52. Settings - Sale/Pay Terms Lets the user manage available sale and payment term options 53. Settings - Scales Lets the user manage scale devices used for weighing 54. Settings - Service Failure Lets the user manage the trouble/service-failure reference list 55. Settings - Source - Add Inventory Lets the user add inventory directly from a source record 56. Settings - Storages Lets the user manage storage location records 57. Settings - Users Lets the user manage user accounts and their sub-types Shipping Board Gives access to the Shipping Board 1. Shipping Board - Change Order Quantity Lets the user edit the order quantity field in the Shipping In/Out screen 2. Shipping Board - Edit Carrier Lets the user edit the Carrier Name field in the Shipping In/Out screen 3. Shipping Board - Edit CWT Lets the user edit the CWT (hundredweight) rate-basis field in the Shipping In/Out screen 4. Shipping Board - Edit Delivery Date/Time Lets the user edit the delivery date and time fields in the Shipping In/Out screen 5. Shipping Board - Product Admin Shows the Vendor column and lets the user add new product lines in the Shipping In/Out screen 6. Shipping Board - Send Driver Signature Adds a button to text the driver a signature-pad link for capturing their signature Simple Production Board Gives access to the Simple Production Board, a streamlined scan-based screen for quickly creating production pallets 1. Simple Production Board - Set Created Date Lets the user manually set a pallet’s created date and time instead of using the current time Source Board Gives access to the Source Board 1. Source Board - Manual Sources Shows the “Manual Sources” section on the Source Board 2. Source Board - View Inventory Sources Shows the “Inventory/Dump Sources” section on the Source Board 3. Source Board - View Receiving Sources Shows the “Receiving Sources” section on the Source Board 4. Source Board - View Storage Sources Shows the “Storage Sources” section on the Source Board ", "description": "", "pagetitle": "Privileges", "sectiontitle": "", "tags": null, "title": "Privileges", "uri": "/settings/misc/users/privileges/" }, { "content": " In short, Production Planning is designed for facilities that pack to meet orders This is an alternative to the Production Board. This allows a manager to assign and prioritize order fulfillment for each order. Once an order has been created, but has no inventory assigned to it, it shows up on the Production Planning screen. Each order can be assigned to a Production Line. Each order can be given a priority for fulfillment. This could be used to manage floor personnel so they always know what is to be produced next. Each order can then have inventory created and assigned to it. Finally, the inventory simply needs to be loaded inside the order, on the Order Board, or on the Shipping Board, to complete the order fulfillment. ", "description": "", "pagetitle": "Production Planning", "sectiontitle": "", "tags": null, "title": "Production Planning", "uri": "/board/production/production-planning/" }, { "content": " Receiving Board Description - Click to Expand Image Adding A Receiving Select the folder with the plus sign to create a new receiving. Load type: Unfinished Goods = Creating 1 or more pallet tags. Raw Goods = Receiving product with no pallet tag created, usually bulk product. Receiving Details: Raw Goods You have the option to assign Raw Goods to a source in the receiving details once you create a receiving. Receiving Details: Unfinished Goods To create the pallet label number(s) for Unfinished Goods and receive them into inventory you need to print the labels or select “Receive Only”. This can be done in the Summary or Receiving Items tabs. Receiving Details: Unfinished Goods If you receive product as Unfinished Goods you have the option to create 1 or more pallet tags. You can print them all at once or one by one. ", "description": "", "pagetitle": "Receiving Board", "sectiontitle": "", "tags": null, "title": "Receiving Board", "uri": "/board/transactions/receiving-board/" }, { "content": " Reports Orders Orders by Customer AR/AP, Aging, Adapter Summary Transportation In-Transit Summary, Booking Summary, Rate Quote Log Inventory Binned Inventory, Inventory, Storage, Field Misc. Packaging, Receiving Settlement Shipped/Sold, Packout Report, Grower Settlements, Production Report FusionwareIQ Enhanced Reports ", "description": "", "pagetitle": "", "sectiontitle": "Reports", "tags": null, "title": "Reports", "uri": "/reports/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Packing Shed", "tags": null, "title": "Packing Shed", "uri": "/settings/packing_shed/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Companies", "tags": null, "title": "Companies", "uri": "/settings/companies/" }, { "content": " Fields Click to expand Storages Click to expand Description Video Storage Setup Moving Product from Field to Storage Receiving Unfinished Goods Into Storage ", "description": "", "pagetitle": "", "sectiontitle": "Farm", "tags": null, "title": "Farm", "uri": "/settings/farm/" }, { "content": " ", "description": "", "pagetitle": "", "sectiontitle": "Misc.", "tags": null, "title": "Misc.", "uri": "/settings/misc/" }, { "content": " Overview ", "description": "", "pagetitle": "", "sectiontitle": "Users", "tags": null, "title": "Users", "uri": "/settings/misc/users/" }, { "content": " Settings » Companies » Assets\nTo add a new Asset select the Add New Asset button.\nField Description Asset Name Identifying label for the asset. Minimum 2 characters. Make Manufacturer of the asset. Minimum 2 characters. Model Specific model of the asset. Minimum 2 characters. Year Production year of the asset. Minimum 2 characters. VIN Vehicle Identification Number. Minimum 2 characters. Description Additional details about the asset. Minimum 2 characters. Asset Type Select the asset type from the dropdown. Asset types are created in Settings » Assets » Asset Types. Owner Search and select the company (customer, vendor, or grower) that owns the asset. ", "description": "", "pagetitle": "Assets", "sectiontitle": "", "tags": null, "title": "Assets", "uri": "/settings/companies/assets/" }, { "content": "The right-side panel manages the transportation and dispatch information for the load.\nField Description Broker The freight broker arranging the carrier. Can be set to “Customer Truck” if the buyer is self-hauling. The icon beside the name opens the broker record. Carrier The trucking company physically moving the load. Separate from the broker when a broker is used. Contact / Phone Primary contact at the broker and carrier for dispatch coordination. Driver Name / Mobile The driver assigned to this load. Mobile number is used for dispatch communications and driver check-in. Lic # Driver’s commercial license number. Used for compliance and traceability. Dispatched / Dispatched From Records whether dispatch has been confirmed and from which origin point. Distance to Origin Auto-calculated distance (in miles) from the carrier’s location to the pickup point. Populated via Google Maps integration. Tractor # / Lic # Tractor unit identifier and license plate. Trailer # / Lic # Trailer identifier and plate. Critical for BOL generation and traceability. Shipment Type Classifies the shipment (e.g., Single, Multi-stop). Affects BOL format and freight calculation. Type Trailer type (e.g., Reefer, Dry Van, Flatbed). Used for load compatibility checks. ", "description": "", "pagetitle": "Carrier Details", "sectiontitle": "", "tags": null, "title": "Carrier Details", "uri": "/board/transactions/order-board/order-details/carrier-details/" }, { "content": "\n", "description": "", "pagetitle": "Custom Reports", "sectiontitle": "", "tags": null, "title": "Custom Reports", "uri": "/settings/misc/custom_reports/" }, { "content": " Tools \u0026 Search Features Description - Click The Image To Expand Dropdown Dropdown box shows the days ahead you want to look at, up to 7 days. Search Narrow down the product list by Product and or Order search Tools The printer icon allows you to print your Inventory Board so you can have a hard copy. The question mark is a shortcut to this support page section. The refresh button will update your totals so you do not have to refresh your browser and lose any filters you may have applied. Inventory Headings Description - Click The Image To Expand PO Orders This allows you to show and hide product coming in on a purchase order. Arrived Only This allows you to only show what is needed for the trucks that have already arrived. Fulfilled This will show or hide the orders that have already been fulfilled. Lot Numbers This shows the detail of the product by lot and pack date. On Hold Inventory This shows or hides the inventory that has been put on hold. Select Groupings This allows you to group the products by the different Product settings (Commodity, Variety, Size, Style, Grade, Label) Columns Description - Click The Image To Expand “Ord” Ordered Shows the orders shipping for each product for each day. You can select the numbers in blue and a modal will pop up so you can see all the orders with that product shipping that make up that total. Ship Shows what products have shipped today. This only shows for toady and for products that have been loaded onto an order that has a ship date of today. This ignores the order status. Inv. Bal The Inv. Bal (Inventory Balance) column takes the Onhand inventory amount plus the amount coming in on the PO, minus the Ord and Ship amounts. For 02/29/24 you can see the totals that are in the black, indicating there is enough product to fulfill the orders for that day for that product. The negative numbers in red show how much product is required for that day to fulfill the orders shipping on that day. There is enough product to fulfill the orders for 02/29/24 for the 10/5 Russets and 16/3 Red Onions. However, for Friday 03/01/24 there are additional orders that put the product inventory into the red. To expand the number of days (up to 7 days ahead) select the number of days you would like to see projected in the dropdown at the top of the screen. “Proj” Projected The Proj (Projected) column is a production estimation that allows you to select any day you produced products and project out what that will do for your upcoming week if you produce that same amount each day. In this example, the Produced On is set for a day that the 10/5 Russets produced 50 units. It then is projected that you are going to produce that same amount for today. It is then added to your current inventory totals for today in the Proj column. Every day of the week the Projection is that you will produce 50 units of that product every day and it is then added to the Proj total. If there are orders shipping on that day it will deduct those totals from the projected amount. This will help you to estimate how much of each product you will need each day based on a previous day that you ran. It can be especially helpful to use the “Select Grouping” to group similar sized products together. An example here would be to group all your 10/5 Russets, instead of just the Walmart label, to project what you can produce for all your 10/5 labels. ", "description": "", "pagetitle": "Inventory Board", "sectiontitle": "", "tags": null, "title": "Inventory Board", "uri": "/board/production/inventory-board/" }, { "content": " Process Board Description - Click to Expand Image Add Process Order Select the folder with the plus sign to create a new process order. Process Order Details The Process Order Details section is designed similarly to the Orders Details section. ", "description": "", "pagetitle": "Process Board", "sectiontitle": "", "tags": null, "title": "Process Board", "uri": "/board/transactions/process-board/" }, { "content": " Settings Order Orders, Mappings Packing Shed Products, Production Line, Receiving Templates, Inventory Companies Customers/Vendors/Growers, Locations, Carriers, Assets Farm Blocks, Fields, Storages, Farm Planning, Chemicals Misc. Form Builder, Quality Control, Traceability, Custom Reports, Import, Company Profile, Admin, Users ", "description": "", "pagetitle": "", "sectiontitle": "Settings", "tags": null, "title": "Settings", "uri": "/settings/" }, { "content": " Users \u003e Sub-Privileges tab (Settings \u003e Misc. \u003e Users) is primarily used to give a Vendor or Customer read-only user account access to their own orders — scoped down to just their own company or location, rather than everything on the board.\nTo grant access:\nSelect a Type (Vendor, Customer, etc.) Select the specific company or location from the Permission list Click the green + button to add it When added, it shows below the form, and can be removed individually at any time.\nFields Field Name Description Type The category of record this grant restricts the user to Permission The specific record to grant — a company, location, or similar, depending on the selected Type. Options are searched live from that Type’s underlying list + (green button) Adds the selected Type/Permission pair as a new grant for this user Type Options Type Where It Applies Description Vendor Order Board, Shipping Board, Fields Restricts the user to orders, shipments, and field records tied to the selected vendor company Customer Order Board, Shipping Board, Customers/Vendors/Growers list Restricts the user to orders, shipments, and company records tied to the selected customer Location (Origin or Destination) Order Board, Shipping Board, Inventory Report, Inventory Sales, Storages, Mappings (Unmapped), Custom Reports Restricts the user to records tied to the selected location, whether it’s used as an origin or a destination Grower — Not developed yet Pack Line — Not developed yet ", "description": "", "pagetitle": "Sub-Privileges", "sectiontitle": "", "tags": null, "title": "Sub-Privileges", "uri": "/settings/misc/users/sub_privileges/" }, { "content": " Settings » Misc. » Users » Column Display\nThe Column Display tab controls which columns show up in the grid for a given board when this user views it. Unlike the Privileges tab, these checkboxes don’t unlock a page — they just show or hide one column on a board that the user can already access. Columns are grouped by board and listed in the same order they appear on the page.\nField Name Description Order Board Controls which columns appear in the user’s Order Board grid 1. Order Board - Delivery PO Number Shows the customer’s delivery purchase order number column 2. Order Board - Freight Number Shows the freight invoice number column; only appears for customers billed on external freight 3. Order Board - Carrier Shows the assigned carrier’s name column 4. Order Board - Ship Date Shows the scheduled ship date column 5. Order Board - Origin Shows the shipping origin location column 6. Order Board - Destination Shows the delivery destination column 7. Order Board - Del Date Shows the scheduled delivery date column 8. Order Board - Net Weight Shows the net product weight column 9. Order Board - Freight Rate Shows the freight cost rate column 10. Order Board - Suggested Rate Shows the system-suggested freight rate column 11. Order Board - Trailer Type Shows the required trailer type column 12. Order Board - Product Shows the product/commodity column 13. Order Board - Sum Shows the order’s total dollar amount column 14. Order Board - Comm Shows the order comments column 15. Order Board - Sales People Shows the assigned sales rep column 16. Order Board - Booked By Shows the column naming the user who booked the order 17. Order Board - Custom Field 1 Shows the first customer-configurable custom field column 18. Order Board - Custom Field 2 Shows the second customer-configurable custom field column 19. Order Board - Custom Field 3 Shows the third customer-configurable custom field column Shipping Board Controls which columns appear in the user’s Shipping Board grid 1. Shipping Board - Delivery PO Number Shows the customer’s delivery purchase order number column 2. Shipping Board - Freight Number Shows the freight invoice number column; only appears for customers billed on external freight 3. Shipping Board - Carrier Shows the assigned carrier’s name column 4. Shipping Board - Customer/Destination Shows the combined customer name and destination column 5. Shipping Board - Arrived Shows the checkbox column marking whether the load has arrived at origin 6. Shipping Board - Docked Shows the checkbox column marking whether the trailer is docked and ready to load 7. Shipping Board - QC Shows the quality-control status column for the shipment 8. Shipping Board - Shipped Shows the checkbox column marking whether the load has shipped 9. Shipping Board - Product Shows the product/commodity column 10. Shipping Board - Ship Date Shows the scheduled ship date column 11. Shipping Board - Tracking Shows the carrier tracking number/link column 12. Shipping Board - Arrive ETA Shows the estimated arrival time column 13. Shipping Board - Departed Date Shows the date/time the load actually departed 14. Shipping Board - Depart By Shows the deadline time the load needs to depart by 15. Shipping Board - Del. Date Shows the scheduled delivery date column 16. Shipping Board - Origins Shows the shipping origin location(s) column 17. Shipping Board - Ship Qty Shows the quantity being shipped column 18. Shipping Board - Weight Shows the shipment weight column 19. Shipping Board - Contract Shows the checkbox column marking whether the shipment is tied to a grower/customer contract 20. Shipping Board - Comments Shows the internal comments column for the shipment 21. Shipping Board - Custom Field 1 Shows the first customer-configurable custom field column 22. Shipping Board - Custom Field 2 Shows the second customer-configurable custom field column 23. Shipping Board - Custom Field 3 Shows the third customer-configurable custom field column Inventory Report Controls which columns appear in the user’s Inventory report grid 1. Inventory Report - Order # Shows the linked order number column, if the inventory is tied to an order 2. Inventory Report - Field Name Shows the grower field the product was grown in 3. Inventory Report - Ref Number Shows the ERP reference number column for the inventory record 4. Inventory Report - Product ERP Ref Shows the product’s ERP reference code column 5. Inventory Report - Product Xref Shows the product’s cross-reference code column, used to map to an external system’s product code 6. Inventory Report - Printer Shows which label printer is assigned to the inventory item 7. Inventory Report - Grower Shows the grower/vendor the product came from 8. Inventory Report - Packed At Shows the date/time the product was packed 9. Inventory Report - Original Pack Date Shows the item’s original pack date, preserved even if the inventory record is later split or moved 10. Inventory Report - Destination Shows the intended delivery destination column 11. Inventory Report - Product Variety Shows the product variety column 12. Inventory Report - Product Commodity Shows the product’s top-level commodity type column 13. Inventory Report - Current Location Shows the item’s current storage location column 14. Inventory Report - Production Line Shows which production line packed the item 15. Inventory Report - Pallet Type Shows the pallet configuration type column 16. Inventory Report - Dispatch Date Shows the date/time the item was dispatched for shipment Receiving Board Controls which columns appear in the user’s Receiving Board grid 1. Receiving Board - Created At Shows the date/time the receiving record was created 2. Receiving Board - Ref # Shows the receiving ticket’s reference number column 3. Receiving Board - Run Date Shows the date/time the load was run through receiving 4. Receiving Board - Dispatch Shows the date/time the load was dispatched from the field 5. Receiving Board - Harvest Date Shows the date/time the product was harvested 6. Receiving Board - Lots Shows the lot number(s) created from this receiving 7. Receiving Board - Field Block # Shows the grower’s field/block number the product came from 8. Receiving Board - Growers Shows the grower company column 9. Receiving Board - Location Shows the receiving/storage location column 10. Receiving Board - Commodity Product Shows the commodity/product type received 11. Receiving Board - Qty Shows the quantity received column 12. Receiving Board - Weight Shows the weight received column 13. Receiving Board - Truck # Shows the delivering truck’s number column 14. Receiving Board - Driver Shows the driver name column 15. Receiving Board - Foreman Shows the harvest crew foreman’s name column ", "description": "", "pagetitle": "Column Display", "sectiontitle": "", "tags": null, "title": "Column Display", "uri": "/settings/misc/users/column_display/" }, { "content": " Integrations NoteFusionware can integrate with various software and hardware systems to send and/or receive data\nAccounting Software QuickBooks Etc. Barcode Scanners Almost any barcode scanner will work with scanning tags into/out of Fusionware Some have Android or iOS operating systems built in Some have web browser capability The least expensive are connected to a computer directly or wireless Please contact your scanner supplier to determine the best scanners for your needs Farm Planning Software Fusion To Fusion Printers Fusionware generates PDF images that can be sent to any printer your computer can connect to Most printers are compatible Please speak with your printer supplier to determine the best printer for your needs Fusionware Print Server A Fusionware print server can be installed onsite to allow for enhanced printing and functionality to allow for print and apply applications. There are other benefits as well to this integration. Please contact Fusionware Support for more information. Scales Fusionware can receive weight from truck scales and most digital scales with an electronic indicator that broadcasts weight over ethernet or serial port We use a small computer that needs to be located on your network to help your scales talk to Fusionware What is needed for the small computer to work: Power source Ethernet connection to your internet/network Direct connection to your scale TMS: Transportation Management Systems My Carrier Packets MacroPoint PC Miler Etc. ", "description": "", "pagetitle": "", "sectiontitle": "Integrations", "tags": null, "title": "Integrations", "uri": "/integrations/" }, { "content": "The Inventory Sales Board is a single grid showing what’s on hand, by location and product attribute, alongside what’s already been committed to open orders — so you can see real availability at a glance and sell straight off of it without leaving the page.\nThis page covers what the board shows, how to read a size cell, how the filters change the numbers, and how to attach inventory to an order (new or existing) directly from the grid.\nOn this page:\nThe Inventory Sales Board Screen Reading a Size Cell Filters Sorting Selling From the Grid Working With an Active Order Keeping the Data Current Permissions The Inventory Sales Board Screen Boards \u003e Inventory Sales opens /boards/inventory/sales.\nEach row is a unique combination of Location and product attributes (Variety, Style, Master Style, Grade, Label, Storage, Region, Special Instructions — plus Commodity, if your account tracks it). Each column past those attributes is a size, and the board only lists sizes that actually have inventory or open order quantity somewhere in the data.\nThe bottom row of the grid is a sticky totals row that sums every size and the grand total across all currently visible rows, so it stays in view as you scroll.\nReading a Size Cell Every size cell that has inventory or order activity shows up to three stacked numbers, color-coded to match the legend at the top of the page:\nColor Label What It Means Blue On Hand Total inventory quantity currently at that location for that product/size Green Available (+) On Hand minus open order quantity — there’s more than enough on hand to cover what’s already committed Red Available (-) Same calculation, but open orders exceed what’s on hand — this size is oversold Purple Aged The portion of On Hand that’s older than the Aged filter setting A cell that has any open orders against it (visible via its Available number) is bolded and shows a pointer cursor — it’s clickable to view or edit those orders. See Selling From the Grid.\nFilters Filter What It Does Days Out Only counts open orders whose load date falls within this many days from today (0–90) when calculating Available. Orders loading further out than this window aren’t subtracted from availability yet. Aged Sets the cutoff, in days, for the purple Aged number — inventory received longer ago than this many days (0–90) is counted as aged. Location Restricts the board to a single location. Leave blank to see every location you have access to. Search Filters rows by Location, Variety, Style, Master Style, Grade, Label, Storage, Region (and Commodity, if shown). Requires at least three characters before it starts filtering. Changing Days Out, Aged, or Location re-fetches the data immediately. Search filters the data already loaded in your browser, so it’s instant.\nSorting Click any column header to sort by that attribute — click again to reverse direction, and a third click clears the sort. The arrow next to the header name shows the current direction.\nSelling From the Grid Clicking a size cell behaves differently depending on whether that cell already has open orders against it:\nNo Open Orders on That Cell Clicking opens the standard Create Order flow with the product and origin location pre-filled from the row you clicked — the product picked automatically if only one product matches those attributes, or a dropdown if more than one does. Fill in quantity and rate as normal to create the order.\nCell Already Has Open Orders Clicking opens a modal listing every order currently drawing from that size cell. For each order you can:\nAdjust the quantity or rate/FOB on an existing product line Switch a product line to a different matching product Add a brand-new product line to that order, using the product/qty/rate fields at the top of that order’s table Closing the modal refreshes the board automatically if anything changed.\nWorking With an Active Order The Active Order field (top right) lets you point the whole board at one order so every cell click adds inventory to it directly, instead of opening the create/add modal each time:\nType or paste an order number into Active Order and it resolves to that order (a green “order set” confirmation appears, or a warning if the number isn’t found). With an active order set, clicking any size cell adds that product/quantity to the active order right away — the grid header and rows get a highlighted “active” style as a reminder. The link icon next to the field opens that order on the Order Board in a new tab. Click the circle-remove button to clear the active order and go back to the normal per-cell create/add behavior. This is the fast path for building out one order across many locations or sizes without repeatedly reopening the order modal.\nKeeping the Data Current The board doesn’t auto-refresh. Two things tell you when it might be stale:\nLast updated (top right of the grid) shows how long ago the data was pulled, and updates every 30 seconds. “New data available” appears next to it if another user adds or changes an order line that affects inventory while you’re on the page. Click the refresh button next to the Active Order field to reload the grid at any time.\nPermissions Permission What It Controls Inventory Sales Board Access to the Boards \u003e Inventory Sales screen ", "description": "", "pagetitle": "Inventory Sales", "sectiontitle": "", "tags": null, "title": "Inventory Sales", "uri": "/board/production/inventory-sales/" }, { "content": "The load details section captures temperature, weight, and operational specifics for the physical shipment.\nField Description Suggested Rate / Max Rate The recommended freight rate and the ceiling rate for this lane/load. Used as a guide during carrier negotiation. Gross Weight Total weight of the load in pounds. Auto-calculated from product quantities or manually entered. Miles Distance from origin to destination, pulled from the Google Maps integration on the order. Pallets In/Out Number of pallets being loaded and unloaded. “None” means pallets are not being tracked for this load; otherwise enter counts for reconciliation. Temp Recorder Indicates whether a temperature recorder device is required for the shipment. The Req. checkbox flags this as mandatory. Unloading Fee The fee structure for unloading at the destination. Selected from a dropdown of predefined fee types; dollar amount entered separately. Trailer Temp The required trailer temperature setting (°F) for reefer loads. Seal #1 / Seal #2 Trailer seal numbers applied at the origin. The Req. checkboxes indicate whether seals are required for this load. Product Of Country and state of origin for the product. Required for phytosanitary and regulatory compliance on certain shipments. LTL/TL Indicates whether this is a Less Than Truckload (LTL) or full Truckload (TL) shipment. Affects freight pricing and carrier eligibility. Custom Field 1 / 2 / 3 Configurable free-text fields for customer-specific data, internal reference numbers, or specialized tracking (e.g., broker rep name, special instructions). ", "description": "", "pagetitle": "Load Details", "sectiontitle": "", "tags": null, "title": "Load Details", "uri": "/board/transactions/order-board/order-details/load-details/" }, { "content": " QuickBooks Desktop To add the QuickBooks Desktop Integration to your Fusionware account please contact a Fusionware representative.\nClick to expand Step Image - Select Image To Expand 1 of 12 Must be logged in as a Fusionware Company Admin and QuickBooks Admin to proceed! - Settings \u003e Company Profile \u003e Integrations 2 of 12 Select Setup 3 of 12 Input QuickBooks Account Names and Info. Select “Submit and Download” to Proceed 4 of 12 Verify the File Has Downloaded, It Will Be a QWC File 5 of 12 Download QuickBooks Desktop Web Connector from their Website. You can open the QWC file you downloaded or open the Web Connector and select “Add An Application” ADMIN LOGIN WARNING - If you are not logged in as the main QB “Admin” the next step will cause an error in QB 6 of 12 Select the QWC file from where you downloaded it to your computer and press “Open” 7 of 12 Make Sure QuickBooks is Running in the Admin login and Select Ok to Authorize New Web Service 8 of 12 Go to Quickbooks and select the “Yes, always: allow access…” button. On the next line, if you are in multi-user mode select a user with admin access from the dropdown. Select continue and return to the Web Connector 9 of 12 The Fusionware User Name/Email and Password you are logged into should auto populate in the Web Connector. If you need to update the password you do it here 10 of 12 Setup/Modify how often you want the Web Connector to Auto-Run 11 of 12 To test the connection select Update Selected (make sure the box is checked on the far left) 12 of 12 You can hide or minimize the Web Connector and it will run in the background, this needs to be running at all times to send Orders into the Adapter Queue Error/Status Image - Select Image To Expand 1 of 4 Error result 2 of 4 To determine the error, go to - Reports \u003e Adapter Summary In the Adapter Summary is the Adapter Queue with current and past Orders that have been sent to QuickBooks. Check the Status Column to find ones with errors 3 of 4 The account name does not match between Fusionware and QuickBooks. Correct the name and save. Select the Re-Send button in the Adapter Summary and then Re-run the Web Connector Example Error: You must have a correct Fusionware admin user login \u0026 password entered into the Web Connector Example Status: If the status “No data exchange required” appears that means there is nothing in the Adapter Queue to send to QuickBooks. An Order must be in “Invoice” status to go into the Adapter Queue ", "description": "", "pagetitle": "Accounting Software", "sectiontitle": "", "tags": null, "title": "Accounting Software", "uri": "/integrations/accounting/" }, { "content": " The Fusionware Team does not sell, service, or install printers, scanners, scales, and other equipment you might use with Fusionware. We do have recommendations on equipment based on what we have seen other facilities use. Hand scanners - These vary so it will depend on your setup and needs. You can do a Google or Amazon search for Barcode Scanners and there are lots of options. Android Scanners - There are a large variety of stand alone Android scanners that you can run our mobile application on. A minimum of a 5 inch screen and at least Android version 10 is recommended. They usually have a Zebra or some other scanning component attached to the device. Do a Google or Amazon search for “Android Barcode Scanners 5 inch”. Phones An alternative to buying a scanner is to use any iPhone or Android phone and scan with the camera while in the mobile app. ", "description": "", "pagetitle": "Barcode Scanners", "sectiontitle": "", "tags": null, "title": "Barcode Scanners", "uri": "/integrations/barcode_scanners/" }, { "content": " John Deere Software Click to expand Step Image - Select Image to Expand 1 of 10 Select Settings, Company Profile, and then Integrations 2 of 10 Contact Fusionware Support to proceed further if you see this instead of just a “Connect” button 3 of 10 Select the Connect button 4 of 10 Sign Into John Deere in the pop-up 5 of 10 Select the “Allow Access” button in the John Deere pop-up 6 of 10 Select the “Connect” button in the status column to connect each John Deere organization you want to sync with Fusionware 7 of 10 Verify that in your John Deere profile that you have selected the John Deere organization you want connected to Fusionware \u0026 select Save 8 of 10 Verify that your organization is connected to Fusionware in the John Deere profile 9 of 10 Verify that inside Fusionware you get the connection notice with John Deere 10 of 10 Verify the John Deere organizations sync preference ", "description": "", "pagetitle": "Farm Planning Software", "sectiontitle": "", "tags": null, "title": "Farm Planning Software", "uri": "/integrations/farm_planning/" }, { "content": " Fusion to Fusion gives you the ability to automatically send or receive orders with another company that uses Fusionware. Currently, you can setup one vendor to receive orders from and one customer to send orders to. Please contact Fusionware Support to get started.\nFusion To Fusion Image - Click To Expand Settings \u003e Company Profile \u003e Integrations Customer \u0026 Vendor Configurations Once Fusionware support has setup your customer or vendor configuration this is where you can see the configuration PO# The receiver of an order in Fusion To Fusion will receive the order as a new order with the sender’s own order numbers as the PO#. Unmapped Items Notification This occurs when you have unmapped items related to Fusion 2 Fusion. When an order comes in from a vendor and they have items not mapped to your system, you will need to map these items. Settings \u003e Mappings \u003e Unmapped Unmapped List The list of unmapped items will show up and you will need to select the + sign to expand the unmapped details Unmapped Details This shows there are 2 items to be mapped for this item and the external reference # tied to the data you are trying to receive Select The Fusion Item In this scenario it is the vendor you want that needs selected in the “Fusion Item” field so every time this specific company in the Master Data column, along with its External Reference, comes in on an order it will be mapped to your selected Fusion Item. Press “Save Mapping”. Mappings To see the entire list of items previously mapped go to Settings \u003e Mappings \u003e Mappings Mappings List The 4 columns in the Mappings list. ", "description": "", "pagetitle": "Fusion To Fusion", "sectiontitle": "", "tags": null, "title": "Fusion To Fusion", "uri": "/integrations/fusiontofusion/" }, { "content": " To get started using a Fusionware print server please contact Fusionware Customer Support. Additional equipment, a Raspberry Pi in most cases, will be required to be connected onsite to your network and PTI label printer.\nPTI Print And Apply Basics Click to expand Print \u0026 Apply Basics Click The Image To Expand Production Board Go to the Production Board and select the production line you want to use the print and apply printer on. Product \u0026 Case Label Select the Product you wish to put on the label and then select the appropriate Case Label. Send Print Job Select the “Send new print job” button and then press the “Yes” green button. The print job is sent to the label printer and will print and apply this label until it is changed. Fusionware Print Server Setup \u0026 Maintenance Click to expand Fusionware Print Server Click The Image To Expand Adding Printers Go to Settings \u003e Locations \u003e Shed Location and then the Printers tab. Then put in the name, host address of the printer you want the print jobs to go to. Put in the port number and if it is a print and apply printer select “Yes” from the dropdown if this is for a print and apply printer. Test Connection Select the blue “Test Connection” button to determine if the printer is setup correctly. If the connection fails a red dot will appear and if the connection is successful it will be a green dot. Printer List Once you have selected the green + sign the new printer will be added to your printer list. Production Lines Select the Production Lines tab and go to the PTI Printer column and the production line you want to add the PTI Printer to. Select the appropriate printer name from the dropdown Trouble Shooting If there is a print failure, please check that the Raspberry Pi is connected to your network via the ethernet port. Also verify that there is power to the Raspberry Pi unit. There should be an indicator light that is active. If the unit loses power it will automatically restart once power is restored. Finally, the ZPL printer must be viewable on your network for the Raspberry Pi to talk to it. Print Job Workflow User sends a print job to the PTI printer through the Production Board in Fusionware. The message goes to the Raspberry Pi that then sends the print job to the printer. The print job is then stored local on the printer until the job is overwritten. ", "description": "", "pagetitle": "Printers", "sectiontitle": "", "tags": null, "title": "Printers", "uri": "/integrations/printers/" }, { "content": " To integrate truck or production line scales with Fusionware please contact Customer Support\n- Fusionware can receive weight from truck scales and most digital scales with an electronic indicator that broadcasts weight over ethernet or serial port\n- We may need to install a small piece of hardware, depending on your scale and network\nScale Settings Image - Click To Expand Settings \u003e Customers,Vendor/Growers \u003e Scales Scales Settings: Truck Scales \u0026 Production Line Scales Scale Name Edit Option Test The Get Weight Function: If there is weight on the scale it will show up Receiving Scales Image - Click To Expand User Setup: To use the scale function in Receivings, the scale must be added to the user’s profile Location Scale Setup: (1) Go to Locations and select the Destination with a scale. (2) Select the Scales tab. (3) Select the scale add with the green plus. Add Receiving: If the Receiver/Destination has a scale tied to it, the Get Weight function will show up on the receiving Receiving Details: The Get Weight function also will show up in the receiving details after the receiving has been created Shipping Scales Image - Click To Expand Shipping Truck Check-In \u0026 Load Out: In the Shipping Board, when looking at an order, you have the option to get weight from a scale Adv. Button: Allows the option to get weight for Steers, Drives, or Axle weights Production Line Scales Image - Click To Expand Using Production Line Scales: Go to Settings \u003e Production Line \u003e Run Profiles Select the Run Profile: Then assign the pallet scale to that profile On The Production Board: When creating inventory it will create inventory with weight from the scale. If the weight on the scale is 0 or negative you will have the option to enter the weight manually ", "description": "", "pagetitle": "Scales", "sectiontitle": "", "tags": null, "title": "Scales", "uri": "/integrations/scales/" }, { "content": " My Carrier Packets Please contact a Fusionware Representative to get started\nClick to expand Overview Description - Click on pictures to expand Settings \u003e Company Profile \u003e Integrations My Carrier Packets \u003e Modify Enter Login for My Carrier Packets Carrier MC# \u0026 DOT# If you have existing Carriers in Fusionware, please verify that all have both the MC# \u0026 DOT# put in. After starting the My Carrier Packets Integration you will enter all new Carriers into My Carrier Packets and then they will sync with Fusionware. If a duplicate MC# or DOT# exists in Fusionware it will only update the existing Carrier. If the MC/DOT # does not exists in Fusionware it will create a new Carrier. Data Imported Company information, Contacts, Documents and Insurance information will import from My Carrier Packets Flags If My Carrier Packets updates the Carrier as Flagged a flag will appear in multiple places if that Carrier is on an order. You will also be prevented from adding that Carrier to an order. A Flagged Carrier If My Carrier Packets flagged the Carrier there will be Carrier Notes. You can add/modify carrier notes as well. Factoring Company If a Carrier Uses Factoring that Factoring Company information will import into Carrier Notes from My Carrier Packets. It is advised that you create a Carrier with that Factoring Company information inside Fusionware. Approved Carriers AFTER A CARRIER HAS BEEN PULLED IN FROM MY CARRIER PACKETS, THEY MUST BE MARKED APPROVED TO ADD TO AN ORDER The “Is Flagged” must be unchecked as well. The User that checked “Approved” will be recorded. Carriers Section You can easily see in your Carriers list those that are Approved and flagged. You can also filter by Carrier status as well. MacroPoint Please contact a Fusionware Representative to get started\nClick to expand Overview Description - Click on pictures to expand Settings \u003e Company Profile \u003e Integrations MacroPoint \u003e Modify Enter/Edit Credentials \u0026 Settings for MacroPoint Origin/Shipping Location Timezone In the MacroPoint setup you can select the default timezone. You can also adjust the timezone for each shipping location Origin. If no Timezone is selected on the Origin location MacroPoint will use the default selected in the previous step in the MacroPoint setup inside Fusionware. Order Carrier Information Add a Broker/Carrier inside an order and you must enter driver information of Mobile #, Tractor #, or Trailer # Select MP In The Order Sending to MacroPoint notification will appear A Successful Connection New Driver Text Message If the driver is new to MacroPoint and not registered, MacroPoint will send them sign up \u0026 download information if their number is inside the Order The 3 MacroPoint Statuses MP \u0026 blue when not active, MP Active \u0026 green when active and prior to delivery, MP Complete when load marked as Delivered Order \u0026 Shipping Boards In-Transit View Filter by In-Transit to see the Tracking comments option for all orders being tracked by MacroPoint. Tracking Comments Selecting the Order Tracking Comments on the Order Board will display the Order’s Tracking Comment log. This will also display the messages from MacroPoint. PC Miler Please contact a Fusionware Representative to get started\nUse PC Miler to calculate any mileage calculations in Fusionware instead of our built in Google Maps calculations. Additional charges may apply. ", "description": "", "pagetitle": "TMS", "sectiontitle": "", "tags": null, "title": "TMS", "uri": "/integrations/tms/" }, { "content": "Mobile App June 2025 mobile app overview: Click “Watch on Loom” to see the chapter headings, the summary, and transcript. Fusionware in the Apple Store Fusionware in the Google Play Store Getting Started Description Login After downloading the app on your mobile device, login with your Fusionware email and password Forgot Password? Please reset it on the web application on a computer Mobile App Permissions Click to expand As of August 2026, the mobile app no longer has its own separate “Mobile” permissions. It now uses the same permissions as the web app to decide what to show and enable.\nGo to: Settings \u003e User Settings \u003e Privileges. Give the user the same Board and permission access there that you’d give them for the equivalent feature on the web app — the mobile app will show and enable the matching parts of the app for them.\nFor example, if a user needs to move inventory in the mobile app, they need access to the Inventory Board in their privileges — same as on the web.\nSignatures — Access to Signatures (the tile, bottom tab, and drawer item) requires the Order Board or Order Get permission. Signing from an Order and setting your own signature from Profile are unaffected.\nCarrier field — The Carrier field on Receiving \u003e Details is now visible to everyone, matching the web app.\nBarcode Scanner Settings Click to expand Step Description - Click on Pictures to Expand More Button Select the “More” button in the lower right of the mobile app and select the “Has Scanner” or “No Scanner” to toggle the scanning settings. Has Scanner If your device has a built in scanner toggle the button to Has Scanner and when in barcode scanning sections of the app this is the display you will see. Make sure the curser is in the “Scan Inventory” field before pressing your scan gun trigger. No Scanner If your device just uses its built in camera, toggle the button to “No Scanner” and when in barcode scanning sections you will see your camera’s viewfinder in the scan inventory field. Camera Scanner What scanning with a camera looks like. Tip If you are trying to scan on a screen or through shrink wrap, using a camera to scan works best. A barcode scanner that projects a solid red line will not read a barcode on a screen or through shrink wrap, typically. A barcode scanner that uses a larger scanning field beyond a solid single line will work usually as well. Receiving From Storage/Field Click to expand Step Description - Click on Pictures to Expand 1 of 7 Select Receiving 2 of 7 Select Create 3 of 7 Toggle for Field or Storage 4 of 7 Select Field or Storage 5 of 7 Select Lot 6 of 7 Select Destination 7 of 7 Add Weights, Signature, Etc. Moving Inventory Locations Click to expand Step Description - Click on Pictures to Expand 1 of 6 Select Inventory 2 of 6 Select Scan/Search Button, Upper Right, 3 of 6 Scan or Search \u0026 Select Pallet Tag 4 of 6 Verify Scan, Select Move 5 of 6 Scan or Search \u0026 Select Location 6 of 6 Confirm New Location For Inventory Order Management Click to expand If you do not see the Orders icon please contact your company admin to add Order Board access to your user account — the mobile app uses the same permissions as the web app now. If you are a company admin and don’t see the option to add that permission, please contact Fusionware Support.\nStep Description - Click on Pictures to Expand Orders Button Select Order Order Details Order Products Swipe/scroll down to show Product Line details Order Button Options Driver Sign: Capture a drivers signature for the order. Forms: Pull up a Order Form to fill out. Load Truck: Load product onto the order Load Truck Click to expand If you do not see the Load Truck icon please contact your company admin to add Order Board access to your user account — the mobile app uses the same permissions as the web app now. If you are a company admin and don’t see the option to add that permission, please contact Fusionware Support.\nStep Description - Click on Pictures to Expand Load Truck Icon Search Orders The ship date must have a current ship date (within a few days) to show up as an order select option. The system assumes you only are going to be loading orders with a recent or soon to ship date. Scan Pallet Tags This is the camera scanner view. To toggle on a scan gun on your device go to the main page and select “More” and click the “No Scanner” button and it will change to “Has Scanner”. Pallet layout and inventory/pallet info will display at the bottom of the screen once loaded. Split Pallet Select “Split” to split the next tag you scan. Split Pallet Screen Type in the number of units you are removing from a pallet to create a new pallet. Select “Split” to load the new amount onto the order. Pallet Layout The split pallet has been added to the order and a new pallet # created for the split pallet. Remove Pallet To remove a pallet from an order select the “X” on the inventory item. If it was a split pallet then a warning will pop-up to ask if you want to rejoin the pallet with its parent. You only have the option to re-join this pallet with its parent pallet. To keep it separate and remove it from the order, you will need to do this on the web application because a new tag will need to be printed for it. Stack Pallets Select the “Stack” option to stack one pallet on another. Typically done with a stack and split combination. It will stack on the most recent pallet you have previously loaded on the order. Stacked Pallet Layout A stacked pallet will show up in blue. You must remove this stacked item before removing the pallet underneath it. Loading Complete Once the order is fully loaded, you can select the “Loading Complete” button and it will move the Order into “In-Transit” status. You can still edit the inventory if needed after selecting this button. ", "description": "", "pagetitle": "", "sectiontitle": "Mobile App", "tags": null, "title": "Mobile App", "uri": "/mobile/" }, { "content": " Settings » Misc. » Users » Notifications\nFor order notifications to work the user needs to be the Booked By OR Sales Person on the order to receive the notifications. The notifications can be sent by email or mobile. The user must have an email and/or mobile number entered on their profile to receive email or mobile notifications.\n", "description": "", "pagetitle": "Notifications", "sectiontitle": "", "tags": null, "title": "Notifications", "uri": "/settings/misc/users/notifications/" }, { "content": "The Products \u0026 Fees tab is where the actual line items of the order are built. It has two sub-sections: Products and Freight \u0026 Fees.\nProducts Each row represents a product line on the order.\nColumn Description Origin / Vendor / Destination The source location, the vendor supplying the product, and where it ships to. These can differ per line on multi-origin orders. PU # (Pickup #) The associated pickup or source order number for this product line. Bal. (Balance) Checkbox indicating whether this line is in balance — quantity allocated matches quantity ordered. Contr. (Contract) Checkbox indicating whether this line is tied to a vendor or customer contract. Product The specific product SKU/item. Each entry includes a system ID for precise inventory traceability. Vend Cont / Cust. Cont Vendor contract and customer contract dropdowns. Selecting a contract pulls in pre-negotiated pricing and terms automatically. Order Ordered quantity in the unit of measure shown (e.g., Lbs or cartons). Ship Quantity actually shipped. Can differ from ordered if a short ship or overage occurs. FOB The FOB price per unit charged to the customer for this line. Alloc Quantity allocated from inventory. The difference between ordered and allocated surfaces shortage risk. Rate The cost rate (AP) paid to the vendor per unit for this product. Cost Total AP cost for this line (Rate × Ship). Profit Gross profit on this line ((FOB − Rate) × Ship). Total Total AR amount billed for this line (FOB × Ship). Lbs/Unit Weight per selling unit. Used to calculate gross weight for the load. Charges Opens a charges detail popup for this product line (e.g., assessments, PACA fees). Freight \u0026 Fees This sub-section lists all AR and AP freight charges and ancillary fees on the order.\nColumn Description AR/AP Indicates whether the line is a receivable (billed to the customer) or a payable (owed to a vendor/carrier). Description The fee type (e.g., Chep Pallet, Temp Recorder, Fuel Surcharge). Pulled from the system-configured fee library. Customer / Vendor The party being charged (AR) or paid (AP) for this fee. Per The pricing basis: Flat, Per Unit, Per Cwt, etc. Qty Quantity the fee applies to (e.g., number of pallets, number of recorders). Rate The fee rate per unit or the flat amount. Totals Calculated total for the line (Qty × Rate). Del. AP Checkbox to include this AP fee in the delivery AP settlement. Inv Checkbox to include this fee on the customer invoice. Rate Calculator Opens a freight rate calculation tool to estimate carrier costs for the lane. The AR Total and AP Total lines summarize all fees by direction and roll up into the Accounting Overview at the top of the page.\n", "description": "", "pagetitle": "Products \u0026 Fees", "sectiontitle": "", "tags": null, "title": "Products \u0026 Fees", "uri": "/board/transactions/order-board/order-details/products-and-fees/" }, { "content": "The Locations tab manages the geographic stops on the order — origin pickup(s) and destination delivery points.\nFeature Description Stop List Each stop is listed with its address, contact information, and stop type (pickup vs. delivery). Multi-Stop Support Multiple origin or destination stops can be added for split loads or multi-stop deliveries. BOL Routing Stop sequence feeds directly into Bill of Lading generation to ensure accurate multi-stop routing. Distance Calculation Distances between stops feed into mileage totals and freight rate suggestions displayed in Load Details. ", "description": "", "pagetitle": "Locations", "sectiontitle": "", "tags": null, "title": "Locations", "uri": "/board/transactions/order-board/order-details/locations/" }, { "content": " Settings » Misc. » Users » Source Locations\nTo see and access inventory, along with accessing other features around inventory, users must have the Source Location (Shed) added that is tied to that inventory.\nExample 1: A user is trying to load a truck but has errors when they try to add the inventory. In user settings under the Source Locations tab add the location of where the inventory was created at. Any “Shed” location can be added. In the picture above “Packing Shed” is where the user needs to access the inventory to load the truck. Example 2: A user goes to the Production Board to print tags but nothing shows up. In user settings under Source Locations add the shed location of where the inventory is located. ", "description": "", "pagetitle": "Source Locations", "sectiontitle": "", "tags": null, "title": "Source Locations", "uri": "/settings/misc/users/source_locations/" }, { "content": " Tutorial Videos Fields, Storages, \u0026 Creating Orders Click to expand Field to Orders Setting up a Field all the way to Creating Orders 1. Field Setup 2. Storage Setup 3. Field to Storage 4. Unfinished Goods To Storage 5. Storage to Packing Facility 6. Creating Orders 7. Order Board Summary Forms \u0026 Reports Click to expand Forms \u0026 Reports Forms Introduction Forms Advanced Building Reports Admin Helps Click to expand Admin Tools User \u0026 Sytem Settings User Setup User Signature Setup Customers, Vendors, Growers, Locations Setup Order Notifications Setup Different Run/Packing Methods Click to expand Overviews Run \u0026 Packing Methods Setting Up Run Profiles Bulk Process Overview Packing From Storage Sources Repacking Product FIFO Method Alfalfa Process ", "description": "", "pagetitle": "", "sectiontitle": "Videos", "tags": null, "title": "Videos", "uri": "/videos/" }, { "content": "The Comments tab provides a free-text communication log scoped to the order.\nFeature Description User Notes Any team member with access to the order can add a time-stamped note. Notes are visible to all users who can view the order. Distinct from the Log Comments are user-authored. The Log tab records system-generated events. Comments are for human communication; the Log is for audit. Common Uses Special handling instructions, communication with carriers or customers, internal notes from sales or ops teams. Not Printed by Default Comments do not appear on customer-facing documents (BOLs, invoices) unless the document template is specifically configured to include them. ", "description": "", "pagetitle": "Comments", "sectiontitle": "", "tags": null, "title": "Comments", "uri": "/board/transactions/order-board/order-details/comments/" }, { "content": " Settings » Misc. » Users » Signature\nA signature is required for users that are sending documents to be signed by a driver.\nMethod 1: A signature can be added in the Signature tab under the user settings. The user will need a mobile number added to their user settings to receive a link to set their signature.\nMethod 2: In the Fusionware mobile app a user can go to their profile name and select it in the menu to create a signature in the mobile app.\nVideo on creating a signature and requesting signatures from drivers for documents: ", "description": "", "pagetitle": "Signature", "sectiontitle": "", "tags": null, "title": "Signature", "uri": "/settings/misc/users/signature/" }, { "content": " What’s New Sign Up HERE To Receive Fusionware Website Updates \u0026 Announcements August 2026: Mobile App Now Uses Web Permissions The mobile app no longer relies on its own separate set of “Mobile” permissions — it now checks the same permissions used on the web app to decide what to show and enable. The Carrier field on Receiving \u003e Details is now visible to everyone, matching the web app, which has never restricted this field. Access to Signatures (the tile, bottom tab, and drawer item) now requires the Order Board or Order Get permission instead of a separate mobile-only signature permission. If a user only had the old mobile signature permission, they’ll need Order Board or Order Get to keep seeing Signatures — signing from a Order and setting your own signature from Profile are unaffected. All other mobile screens and features continue to work the same for users whose permissions haven’t changed. August 2026: Mobile App - Generate \u0026 Send Order Documents Orders in the mobile app now have a Documents dropdown, matching the option already available on the web app. Selecting a Document title generates the document and lets you send it by email directly from your device, with the document attached — the same as generating and sending it from the web app. This is the first phase of bringing document generation to mobile — receiving documents (such as scale tickets) are planned for future development. August 2026: Mobile App - Error Messages for Failed Saves \u0026 Deletes The mobile app now shows a visible error message when a save or delete fails, instead of silently doing nothing or reverting your change. This covers changing the Truck or Driver on a Receiving, creating a Company, creating a Contact, creating an Order, and deleting a Receiving. If deleting a Receiving fails, you’ll now see an error and stay on the receivable — a “Successfully Deleted” message only appears when the delete actually succeeds. August 2026: Mobile Receiving - Terminology \u0026 Carrier Sub-Privileges The Destination label on the mobile receiving add screen has been standardized to Receiver/Destination, matching the label already used on the receiving edit screen and the web app. Carrier is now a sub-privilege controlled field in mobile receiving edit — users with carrier sub-privileges will only see and select carrier values they have access to. Users without carrier access see a clear empty state instead of an unrestricted list of carriers. August 2026: Order Documents - New Permission to Hide A new User Settings permission now controls whether a user can see the Documents access points on orders — this permission is checked on by default, so nothing changes unless it’s turned off for a user. Turning the permission off hides the documents dropdown option on the Orderboard, the green Documents button inside the Order and the Documents tab for that user. Users with the permission continue to see and use the Documents options as they do today. August 2026: Forms Button on Field Lot Details The Fields Details page now shows a Forms button for field lots for customers who have permission to tie forms to field details. The button is located on the far right of the lot line next to the delete button. August 2026: Support Site Full-Site Search The search bar on the Support Site now searches the entire site — every page, section, and article — instead of only what’s currently on screen. Start typing and a dropdown appears with matching results as you go, along with a short preview of where each match was found. Results are ranked so exact page and section name matches show up first, with matches found only in the body text showing further down. Selecting a result opens it in a new tab, so the page you started on stays right where you left it. July 2026: Mobile App - Receiving Post Create Flow \u0026 Label Update After creating a receiving in the mobile app (with Pinned not selected), you’re now taken directly into the receiving detail screen to enter Heavy/Light weight, instead of having to close out and search the list for the ticket you just created. If Pinned is selected, you’ll stay on the create receiving screen, and can still open the recently created receiving from the list at the bottom. The “Destinations” label on the first screen has been renamed to Receiver/Destination to match the terminology already used once a receiving is opened, and on the web app. Tool tip text has been added below the pin to help clarify which option you have selected. July 2026: Mobile App - Delete Button on Inventory Pallet Tags Added a Delete button to the inventory pallet tag page in the mobile app. Delete only appears when the pallet is On Hand and not linked to a receiving. If the pallet came from a receiving that’s still active, an Edit Receiving button shows instead, taking you to that receiving where it can be deleted — the same behavior as on the web app. Deleted pallets will show as deleted on the Inventory Report on the web app. July 2026: Foreign Currency Support Companies can now display foreign-currency amounts alongside your home-currency values on orders — this is presentation-only and does not change your books or ERP exports. This feature must first be turned on for your company by Fusionware. Contact support to have it enabled. Once enabled for your company, your user must also be granted two permissions before the new setting is visible: Settings \u003e Exchange Rates and Settings \u003e Exchange Rates \u003e Edit. A Fusionware super admin sets these on your company’s permission list, and they also need to be checked on your individual user (Settings \u003e Users). With permissions in place, turn it on from Settings \u003e Company Profile: set your Home Currency and switch Use Exchange Rates to Yes. Home Currency can only be set once. Once enabled, a new Exchange Rates page appears under Settings \u003e Orders \u003e Exchange Rates, where rates are fetched automatically each day or can be entered/overridden manually. Set a Default Currency on a company (Settings \u003e Companies) to see foreign amounts on orders with that company — a grey second line appears under FOB, Total Rate, Cost, Profit, Total, and Freight showing the converted amount, with the rate and date shown on hover. July 2026: Confirmation Prompt for Order Number \u0026 PO # Changes Editing the Order Number on an order now prompts to confirm updating the pickup number on all product lines and in the Locations Tab to match. Editing the PO # now prompts to confirm updating the Delivery PO # in the Locations Tab to match. Choosing “No” keeps the existing pickup numbers / Delivery PO # unchanged. If Delivery PO # is blank, entering a PO # will autofill it with no prompt. Please note we are working on a setting to turn this new feature on/off July 2026: Mobile Receiving - Weight Display Preference Mobile app receiving now respects the user’s Weight Display type setting from the web app, instead of always showing pounds. This applies to the main receiving weight display, the Heavy/Light/Net weight modals, and the Receiving Items tab. Weights are still saved in pounds behind the scenes — this only changes how they’re displayed and entered. June 2026: Mobile App - Order Status Change A new Order Status change option has been added to orders in the mobile app. Manually updating of the order status is available to users with order edit privileges. Click Here to View June 2026: Bulk Apply Payments A new $Payments option has been added to the navbar for users with the “Accounting” box checked on their user settings. Click Here to View Clicking it opens the Bulk Apply Payments modal where you enter a check number and amount, then filter invoiced orders by date range and customer. The system automatically pre-selects orders from the top down to consume the full check amount — you can adjust the selection and the remaining balance updates dynamically. The Apply button stays disabled until the full check amount is allocated ($0.00 remaining). Once applied, fully covered orders are marked Paid in Full and partial payments are recorded on the remaining orders. Click Here to View May 2026: Shipper Flag Support in Auto Fees You can now set a Shipper Flag directly from an Auto Fee rule. This option is only available on rules configured as AP type — the flag option is disabled for all other rule types. Select “Is Shipper” in the freight and fees section on the auto fee to enable. When an AP rule with a Shipper Flag is applied to an order, the flag will be automatically set or cleared based on the rule configuration. April 2026: Update to Freight \u0026 Fees Calculations Starting May 1st, we are updating how negative AR values are handled in the Freight \u0026 Fees section on orders.\nPreviously, negative values were treated the same as positive values. Moving forward, they will be applied as true negatives. Here’s how allocations will behave:\nWhen FOB is toggled on the product lines: Positive allocation increases the total rate Negative allocation decreases the total rate When Total Rate is toggled:\nPositive allocation decreases the FOB Negative allocation increases the FOB This change ensures allocations behave more accurately based on their actual value.\nThis will only change orders Dated May 1, 2026 or after. Older orders will not be affected.\nApril 2026: Inventory Pool Tracking Now Flows Through Production We’ve added support for Pool tracking when dumping inventory into a source, so this data now carries all the way through your production process on Finished Inventory.\nClick to View how it works What’s New\nInventory created with a Pool will now retain that Pool when: Dumped into a source Moved through the source queue Processed on production lines Created as finished goods How It Works\nWhen inventory is created on a receiving and assigned a Pool When that inventory is dumped into a source, the Pool is now stored with that source data As production runs, the Pool flows through just like: Lot Storage Lot The final produced inventory will carry the correct Pool value Why This Matters\nMaintains full traceability from unfinished inventory to finished goods Keeps Pool data consistent across your entire workflow Reduces manual tracking and potential data gaps This is now built into the standard inventory and production flow once Inventory Pools are added.\nInventory Pools are created in Settings » Inventory » Inventory Pools April 2026: New Company Country Default When creating a new company (customer, vendor, grower) the Country defaults to United States instead of being blank. April 2026: Receivings Inventory Pool ID’s (Inventory Pools are created in Settings » Inventory » Inventory Pools) Pool id’s can be assigned to a receiving. This is to tie all the related inventory to that pool/receiving. Updating the pool id on a receiving will update all receiving inventory items on that receiving. You can still go change individual receiving inventory pool id’s but any change to the main receiving pool id will override individual inventory pool id’s on that receiving that might have been changed. April 2026: Inventory Pool ID’s on Orders (Inventory Pools are created in Settings » Inventory » Inventory Pools) Inventory added to an order with a pool id, will now show that id in the Traceability tab. The pool id can be adjusted here, on the inventory details, or all the way back on the original receiving it came from. Updating the pool id from the receiving will update it all the way down to the order level in the traceability tab. Updating the pool id in the traceability tab or on an individual inventory item will not update the receiving’s main pool id. April 2026: Mobile App Bugs Addressed There were several bugs (new and old) that have been addressed in the mobile app. iOS and Android fixes have been sent to the app stores, please make sure you are using the latest version for your device. April 2026: Password Reset Email Update When doing a password reset from the login page, the email now comes from: no-reply@identity.fusionware.com March 2026: Label Groups We have added the option to create a Label Group in the Product Settings. The Label Group has also been added as an option in the Auto Fees. You can assign several labels to a label group. When you add that group to an Auto Fee, as long as a product with one of those labels is on an order, it will apply that label group Auto Fee trigger. March 2026: Variety Groups We have added the option to create a Variety Group in the Product Settings. The Variety Group has also been added as an option in the Auto Fees. You can assign several varieties to a variety group. When you add that group to an Auto Fee, as long as a product with one of those varieties is on an order, it will apply that variety group Auto Fee trigger. March 2026: SSCC # Barcode Scanning Added the option to turn on SSCC barcode scanning in the Load Truck section. Select the “Scan SSCC#” checkbox and then scan the pallet tag like normal. A new modal will pop after scanning the pallet tag to scan the SSCC# barcode before loading the pallet. The SSCC# must match whats on the pallet tag. March 2026: Order Product Line Zero Quantity Highlights Zero quantity in each product line will highlight yellow when past that order status An example would be if an order is In-Transit and the Ship qty. is still zero, the zero qty will be highlighted yellow. February 2026: Company Groups Can group companies together under one group name. Added the ability to add companies directly in the Company Group edit section and also review/delete companies off the list. February 2026: Auto Fees Updates Order Type (FOB, Delivered, Etc) added as a variable when setting up an auto fee. Company Groups added to auto fees as well Vendor Groups added to auto fees as well (Vendors that are part of a Company Group, search by Company Group.) February 2026: Mobile App Forms Update You can now view and edit previously submitted forms, along with the existing functionality of creating forms. The user must have the forms permissions turned on for their user to see the new forms buttons. February 2026: Receiving Report Updates Added a new column “Field Lot”, the lot name, from the Receiving to the report Fixed the “Field” column to be the actual field name from the Receiving. February 2026: Receiving Weight Bug Fix Fixed receiving weights on the heavy weight \u0026 light weight fields to update the Product Weight live, without a refresh. February 2026: Receiving Details Weight Edit logic Fixed Adjusting receiving weight details manually, is only available when heavy weight and light weight are set to zero. February 2026: Shipped Sold Allocated Inventory Inventory that has been allocated to an order now shows up on the Shipped Sold report. January 2026: Create New Transfer Orders from Service Failures On orders with a service failure and inventory loaded on that order, there is a new button to transfer the service fail items to a new order. Click to View how it works Fill in the new form and transfer the items. A new order will be linked to this order with the failed inventory tied and loaded onto it. The new order created will always be a transfer order. The original order’s destination will be the origin on the new order as a transfer location. A transfer location can now be used as the origin if the order is a transfer order. January 2026: Product Style Groups We have added style grouping to the products settings, below Styles, called “Style Groups”. Click to View how it works This allows you to group multiple Styles to one Style Group. Go to Settings » Products » Style Groups to add a new Style Group name. Go to Styles and you can edit an existing style or when you create a new one add the Style Group. January 2026: Orders Inventory View Modal On the far right of the product line in an order is a new button to give a view of the current available inventory associated with that product. Click to View how it works Once clicked, this new modal will give a view of available inventory and locations. Inventory displays are based on broad product categories that you select in the top section. You can update the origin location or product line qty in the modal. This will update those parameters on the order when you press submit. On the bottom row you can see what inventory would be left at the selected locations with the current order. Hover on each location line to see specific filtered product category variations. January 2026: Orders Product Line Column Adjustment In an order, several columns on the product lines are now dynamic. This will help to reduce the need to side scroll. Currently, a refresh is required for the column width to adjust January 2026: Multi-Dump on Add Inventory to Source There is now an “All” select option for available inventory to dump. After scanning and dumping the first tag in a new lot, the other available tags to dump will show up for that same lot. Once one or more boxes are selected, the “Scan Multiple Tags” button shows up. Select it to dump all selected tags. Manual check/uncheck can be done as well. ", "description": "", "pagetitle": "", "sectiontitle": "What's New", "tags": null, "title": "What's New", "uri": "/whats_new/" }, { "content": "The Documents tab is the central repository for all files and generated documents attached to the order.\nFeature Description Generated Documents BOLs, invoices, purchase confirmations, and packing lists can be generated directly from this tab based on current order data. Uploaded Attachments External files (PDFs, photos, inspection reports, signed documents) can be uploaded and attached to the order record. Document Status Each document can carry a status (draft, sent, signed, void) to track where it is in the approval workflow. Email / Send Documents can be emailed directly from this tab to customer or vendor contacts on file. ", "description": "", "pagetitle": "Documents", "sectiontitle": "", "tags": null, "title": "Documents", "uri": "/board/transactions/order-board/order-details/documents/" }, { "content": " Workflows These workflows are designed to assist users in seeing an overview of how Fusionware software flows. We have broken the software down into 3 Modules: Farm, Warehouse \u0026 Sales\nModule Select Image To Expand Workflow Module Overview Farm Module Warehouse Module Sales Module Custom Features ", "description": "", "pagetitle": "", "sectiontitle": "Workflows", "tags": null, "title": "Workflows", "uri": "/workflows/" }, { "content": " Customer Webinars Webinars are available to all Fusionware users live through Google Meet or by phone\nUpcoming Webinars: TBD Google Meet joining info Video call link: https://meet.google.com/hwg-ypqq-rdz Or dial: ‪(US) +1 605-653-3535‬ PIN: ‪870 417 925‬# Add the Fusionware Webinar Calendar to your own calendar by CLICKING HERE Previous Webinars: September 2023 Webinar - Orders Tips \u0026 Transportation Integrations July 2023 Webinar - Receivings \u0026 Storages Overview June 2023 Webinar - User Permissions \u0026 Settings May 2023 Webinar - Run Profiles \u0026 Mobile App Overview ", "description": "", "pagetitle": "", "sectiontitle": "Webinars", "tags": null, "title": "Webinars", "uri": "/webinars/" }, { "content": " Fusionware System Updates \u0026 Alerts System notifications and updates in the event of an outage or system wide issue\nRefresh Page Last refreshed: September 11th, 2026 Fusionware Outage 0755 MST: Issue Resolved Fusionware is back up and fully stable. The disruption was caused by an unusually high volume of automated search requests that overloaded our database. We’ve blocked that traffic and rolled out additional monitoring so we can catch and stop this kind of spike automatically before it affects service.\n0711 MST: Issue Discovered Fusionware experienced a service disruption caused by a spike in system usage. Our team identified the cause and began mitigation immediately.\nFebruary 19th, 2026 AWS Outage 1020 MST: Issue Resolved Appears to be an AWS issue that disrupted traffic to our servers. Fusionware is back up.\n0951 MST: Issue Discovered Fusionware is down, the team is working to discover and fix the issue. Updates will be posted here.\nNovember 18th, 2025 Internet Outage 0805 MST: Issue Resolved Cloudflare came back online and Fusionware is also back up.\n0545 MST: Issue Discovered Fusionware is running but the internet is down for many websites.\nApril 23, 2024 Printing Pallet Tags and Other Inventory related pages 2:01 PM MDT: Issue Resolved\n1:40 PM MDT: Issue Discovered Having issues printing pallet tags and loading the Inventory Board. The team is working on a resolution.\nApril 08, 2024 PTI/Case Label \u0026 Order Pallet Tag Label Outage 10:41 AM MDT: Issue Resolved The printer library is back up and running.\n9:11 AM MDT: The Fusionware team has been working to find alternate solutions for a temporary fix until the printer library service is back online. No eta.\n7:59 AM MDT: Issue Discovered The printer library (an external service we use that supports PTI and Order Pallet Tag label) has an outage. We have contacted the company, Labelary, and do not have an eta when it will be back up.\n", "description": "", "pagetitle": "", "sectiontitle": "System Alerts", "tags": null, "title": "System Alerts", "uri": "/system-alerts/" }, { "content": "The Log tab provides a complete, immutable audit trail of every system-level change to the order.\nFeature Description What’s Recorded Every log entry captures: timestamp, user, action type, and what changed (old value → new value). Coverage Covers field edits, status changes, document generation events, and API-triggered updates. Immutable Unlike Comments, log entries are system-generated and cannot be edited or deleted. Common Uses Dispute resolution, compliance audits, tracking who changed a price or status and when. ", "description": "", "pagetitle": "Log", "sectiontitle": "", "tags": null, "title": "Log", "uri": "/board/transactions/order-board/order-details/log/" }, { "content": "The Traceability tab links the order to the upstream supply chain — from harvest and field through packing and into the outbound shipment.\nFeature Description Inventory Lot Linkage Shows the inventory lots, packing runs, and source records that were allocated to this order. PTI Compliance Supports Produce Traceability Initiative (PTI) compliance by capturing lot-level data for every product line on the order. Upstream Chain Traces each product line back to its origin: grower, field, harvest date, and lot number. Common Uses Food safety investigations, recall responses, and customer audit requests requiring lot-level documentation. ", "description": "", "pagetitle": "Traceability", "sectiontitle": "", "tags": null, "title": "Traceability", "uri": "/board/transactions/order-board/order-details/traceability/" }, { "content": "The Accounting Summary tab provides the complete financial picture of the order in one view, broken out by transaction type. Used by accounting teams to verify order financials before closing.\nFeature Description AR Transactions All invoiced amounts billed to the customer, including product AR and fee AR lines. AP Transactions All cost records owed to vendors and carriers, including product AP and fee AP lines. Settlement Status Whether AP items have been matched to a vendor settlement or are still open/pending. Invoice Status Whether AR items have been included on a customer invoice and whether payment has been received. Net P\u0026L The summarized profit/loss for the order factoring in all posted transactions. Common Uses Verifying order financials before closing, identifying unmatched AP, and confirming invoicing completeness. ", "description": "", "pagetitle": "Accounting Summary", "sectiontitle": "", "tags": null, "title": "Accounting Summary", "uri": "/board/transactions/order-board/order-details/accounting-summary/" }, { "content": "", "description": "", "pagetitle": "", "sectiontitle": "Categories", "tags": null, "title": "Categories", "uri": "/categories/" }, { "content": "Fusionware Support Home This support website has been organized similar to the Fusionware website menus.\nSign Up HERE To Receive Fusionware Website Updates \u0026 Announcements\nSupport Page Intro Video FAQ Frequently Asked Questions Boards Using the Fusionware Boards Reports Helps for building reports Settings Company, User, and system settings Integrations System Integrations Mobile App Using the Android or iOS App Videos Fusionware tutorial video library What’s New New Fusionware Updates Workflows Visual Fusionware Overviews System Alerts Live updates during outages or other technical issues ", "description": "", "pagetitle": "", "sectiontitle": "Home", "tags": null, "title": "Home", "uri": "/" }, { "content": "", "description": "", "pagetitle": "", "sectiontitle": "Tags", "tags": null, "title": "Tags", "uri": "/tags/" } ]