06-2024

06/29/2024

• Enabled users to add files to sales order acknowledgements
  • Create a Sales Order Acknowledgement
  • Click the attach files button
  • Select existing files from the sales order, work order, or upload new files
  • Click Save
  • Send the Sales Order Acknowledgement email

06/28/2024

• Altered the UI of specs on work orders for easier viewing of specs, spec fields, and spec field parameters applied to the PN

06/26/2024

• Added the ability to filter out archived entries in a duckDB query
  • Go to Reporting2 in steelhead (duckDB)
  • Click Manage DBs
  • If database is not updated, click Regenerate Database
  • You should now have an 'archived_at' column in the timesheet_segment and user tables
• Audit logs added to the “Purchase Orders” and “Bills” pages
• Can select drop ship customer & address on sales orders and packing slips when drop ship domain setting is on
  • Contacts distinguished between original & drop ship customer
  • BOL 3rd party freight charges can be billed to the customer

06/25/2024

• Packing slips should now load faster than before
• Added the ability to create a quote for a price on a part (you can create quotes of the same part for many different customers if you leave the customer blank on the part and select it in the dialog while creating it)
  • Click on the three dots next to a price on a part that is not currently on a quote
  • Choose the 'Create Quote for Price' option in the dropdown to lead you to the create quote dialog
  • Choose a customer for the price if there is not a default Customer set from the Part Number

06/24/2024

• Enabled users to view payouts and added another more in-depth view to transactions
  • View payouts, can be found in banner on invoices page
  • View detailed payments breakdown by clicking the successful payment icon on an invoice

06/22/2024

• Steelhead now shows the specific inventory item name in the inventory batch dialog
  • This lets the user know what item they are adding the batch to

06/21/2024

• Sales Order and Watch Tower lists will retain their selected list display sizes for the current session
• Large Update to the way Specs and Recipes work together
  • This will tie Specs much more deeply with recipes​
  • PNs that need spec adjustments must now be updated on the WO​
  • Adjusting specs within Specs, Part Numbers, or Treatments is still available, but will only apply to future WOs​
  • Contract Review is a recommended feature for those using and adjusting specs regularly​
  • Spec Results, measurement recording, certifications, will remain the same​
  • Adjusting Specs on PNs at order entry will remain the same
• New [EDIT SPECS] button available on WOs and in Contract Review​
  • This button can be used by those with the "Archive: Spec Measurements" user permission​
  • Use the [EDIT SPECS] button to review specs, spec fields, and params​
  • View, add, and archive specs​
  • View, add, archive, and edit spec field params​
  • Filter by Recipe Node, Location, and Quick Params​
  • Create location-based spec field params​​

06/20/2024

• Enabled users to begin typing in a search bar without clicking on it in any tile with a search bar
• Removed the columns 'Finalized At', 'Sync Status', and 'Void/Archive' columns from the archived invoices table
• Added the column 'Voided At' to the archived invoices table

06/19/2024

• Steelhead now displays to user when duckdb recompute encounters errors
• Added new designs for several icons on the home screen
• Mark part accounts as done invoicing during invoice creation to prevent associating another invoice line with that part account in the future
• Invoice Terms Payment Required to Ship option
  • Warning “Payment Required” displays on the shipping dashboard for orders with these terms
  • Filter Payment Required to Ship on invoicing dashboard
    Useful for Call-on-demand orders
• New Sales Order setting: Is Blanket Sales Order
  • Blanket SOs will not close when their line-items are closed; they can only be manually closed
  • In addition, Sales Order Lines with a null quantity on a blanket order will not auto-close upon invoicing
• Added 6 new insights reports:
  • Processed Parts
  • Rack Throughput (Analog)
  • Rack Throughput (Digital)
  • NCR Overview
  • Shipped Parts
  • Quoting Winrates
• Three new domain settings
  • Define “Shipped” date as bill of lading created
  • Define “Shipped” date as shipment created
  • Default Parts Processed Tag
• Changed the definition of “Shipped” in dock to dock report
• Added timestamp for “data current as of:” in both insights and reporting
• Added the ability to apply net discounts on invoices
  • Update a term to have a discount
  • Create an invoice with the terms
  • Review the payment window
  • You will see a coupon applied for the percentage off if the discount isn’t expired

06/18/2024

• When creating or editing workboard cards, a toggle switch has been added that will change whether or not the full part location path will be shown
• Added a drop down in shared nodes to that automatically hides the shared nodes list
• Enabled users to bulk send quotes to a customer
  • Select group of quotes with common customer (should not allow multiple customers to be selected)
  • Click bulk actions
  • Click send email

06/17/2024

• Enabled users to see what the customer paid and what they are receiving in the payments tooltip
  • Issue payment
  • After success, you will see the paid and received in dollars on the tooltip

06/14/2024

• New rack type “Container”
  • Add a “Containerize” process node before shipping
  • Containerize any parts that are going to the same address at containerize node
  • Create packing slips from containers to ship as a single unit
• Loading status for shipments
  • Turn on domain setting to enable loaded/unloaded status indicators on shipments
  • Click the indicator or scan the relevant QR code to change status to “loaded”
  • Use packing slip or container QR codes
• Rack PDF template now available
  • Template includes rack name, ID, and QR code by default.
  • Quick-print buttons for individual racks
  • Mass print for groups of racks

06/13/2024

• If you send an invoice preview via email, the contacts you select will now be selected the next time you go to send an invoice preview to that customer
• “Invoice Preview” renamed to “Sales Order Acknowledgement”

06/11/2024

• Added direct-to-browser camera support to Steelhead
• Allowed domain administrators to set the default position of "update defaults" when adding parts to work order, and to disable the feature to prevent use if desired
  • In domain settings, under parts/processes, there are two new domain settings
  • One sets the default position of "update defaults" (on or off)
  • The second new domain setting disables the feature when on the add parts page

06/07/2024

• Enabled users to search customers by phone number or partial phone numbers
• Enabled users to save custom configurations on insights reports
  • Users don't have to re-configure the report views every time they return to them, they can just select them from the list of options created for each component
  • Use the perspective viewer to configure the data as desired, then save the configuration
  • Configurations can be created, overwritten, and deleted
  • Each component can be reset back to saved configurations after changes

06/03/2024

• Merged Saled Order lines will now automatically be named along with the part number included on them
• Removed internal notes from displaying in the customer portal
• Added customer facing notes for work orders that will display in the customer portal
• Added initial response deadline to Corrective Action Report CSV export
• Added a Hidden Parts notification on workboards
  • This will show how many parts are hidden due to filtering and hidden PN labels
• Added "Part Number Label" to the filter options when in receiving
  • Click on filters, then part number labels

06/02/2024

• New Integrations module for managing online integrations
• New Sage Intacct integration