Contents x
      07-2023
        • Print
        Contents

        07-2023

          • Print
          Article summary

          7/31/2023

          • Launch of Rack to Multiple
            • Appears automatically when one checkbox is selected anywhere parts are racked
            • Option are available for racking by part quantity or rack quantity
            • To use the new Unracking mode, select "Unrack Multiple" anywhere part racking is performed, and and move all the rack you want to unrack to the "Unrack" section
            • Rack types (small, medium and large) will be autoatically populated by the default part capacity of the type
          • Added a permissions feature to issuing purchase orders
          • In packing slip invoicing, the default amount of status filters is now zero
          • Added vendor contacts to PO pdf payload

          7/28/2023

          • Added option for users to set the tax code on additional line items

          7/27/2023

          • Enabed Permission Groups to give users the ability to move parts

          7/26/2023

          • Added option to hide prices on the quote builder

          7/25/2023

          • Added option to create and use stages for purchase orders
            • These stages can be used in much the same way as Quote Stages
            • The feature allows users to more easily track where Purchase Orders are in their lifecycle
          • Improved address editing on invoice when the length of an address is too long
          • Added packing slip ids to certs
          • Enabled Bulk Importing of Customer Contacts without needing to specify an address
          • Enabled users to edit the custom inputs of a quote directly from the quote page
          • If user tabs out of date picker field, it will now close

          7/24/2023

          • Added outsourcing link to home and sidebar

          7/21/2023

          • Enabled text on markup images
          • Columns can now be configured by "Completed At" on the Recieved Order table
          • ROs can be viewed and sorted by completed at date when "Complete" or "Invoiced" ROs are selected

          7/20/2023

          • Staging Variants under Quotes are now live
            • Press the plus or minus buttons in the "Configure Quote Stages" menu to add or remove variants
            • Switch the stage of a quote between "active" or "inactive" in the "Move Quote" menu
          • Added ability to select/update treatment options for the rework work order on the fly
          • Allowed users to configure their quote stages more effectively
            • This is done by allowing the creation of variants for any quote stage
          • Added the ability to type on markup

          7/19/2023

          • Altered the width of the work part slideout
            • This is to make the workboard screen more user friendly

          7/18/2023

          • Paired the names of Received Orders with their corrosponding Work Order and vice versa

          7/17/2023

          • Enabled users to create a rework work from a work order directly within move parts dialogs
          • Added option to show labels for selected group in the group parts dialog
          • Added sub-dialog to show Racking page for parts transferred into Racking nodes

          7/13/2023

          • Improved Rework flow
            • Added option to create rework order from an existing process
            • Added option to create rework order by selecting a subset of the current recipe

          7/12/2023

          • Added hyperlink to invoices from shipping
          • Steelhead website now keeps invoice filters upon switch to viewing (un)archived

          7/11/2023

          • Moved "Export CSV" button to filter bar above table
          • Enabled users see intentional tasks in scheduling as a tab on priority

          7/10/2023

          • Update to Recieving to allow working many received parts at once
            • Arranged into new list format
            • Statuses now available for recieved batches
          • Billed Labor Hours can now be grouped by station and user on the WO screen
          • Billed Labor Hours can now be grouped by station, user, and work order on the RO Margin screen

          7/8/2023

          • Added support error messages in following "add parts" situations:
            • include count of parts in Receiving on an RO but not on a WO yet
            • Normal Add Parts Table
            • Add warning to RO
            • Editing the RO of parts in Receiving?
            • Add parts to WO
            • Adjust part count dialog on WO
            • Adjust part count dialog on RO
            • Add Quoted parts workflow

          7/6/2023

          • Part Number, Treatment, and Inventory Item tables can now be exported as CSVs
            • Filters and ordering active in Steelhead will be reflected in the CSV
          • Parts cannot be moved directly to the "Packing Slip Created" node from outside the shipping dashboard, preventing shipping errors
          • Improvements to Custom PDF templates
            • Multiple active template functionality is improved
            • Corrected an issue occasionally causing dollars to be reported as microdollars
          Was this article helpful?
          What's Next