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Add Parts to Sales Order
- Print
Add Parts to Sales Order
To add Parts which have not been Received or Quoted to a Sales Order, press the "ADD PARTS TABLE" button from within a Sales Order. In this dialog, you will see:
- Settings to select every detail about the parts to be added.
- Several options for adding additional parts:
- By using the "ADD ROW" button.
- By pressing CMD-I to generate a new row.
- By copying any line item (for further editing) with the "Copy" tooltip on the right side.
- By adding a row from another Sales Order.
- To enter multiple similar parts which will undergo the same processes, you can use the button to "Create Multiple Part Numbers" in one dialog as outlined below.
Part Number
The first drop-down list shows Part Numbers that have previously been saved. You can select from the list, or enter a unique Part Number (which may include any alphanumeric characters) and start from scratch.
- After you select a Part Number, there is a popup menu for viewing the details of your applied specs, and they can be edited to a high degree of precision in the Specs module linked on the Homepage.
Template part numbers
- Select “Is Template Part Number” on the creation dialog to make that part number a base/template for creating other part numbers.
- Adding a template PN to a quote/SO/WO/etc creates a copy, and edits to these copies will not affect the template.
- Quickly create & price a new part number on order entry & receiving.
2. Part Options
Next over from the Part Number column is the Part Options column that contains two checkboxes, one labeled "IS one-off Part #" and the other "Update Defaults".
- If you select that your part number is a one-off, this means it is not intended for repeated use and will not save in the drop-down menu in the Part Number column.
- Updating the Defaults is automatically selected, and it will tell the program to replace other information that has been entered for this product number in the past.
- This will also update the unit price if the Steelhead website has been selected as the source of truth for accounting data.
- This will also update the unit price if the Steelhead website has been selected as the source of truth for accounting data.
3. Quantity
The Quantity column is where you can choose the amount of parts to be treated.
- The entry field there can be changed to any amount needed.
- The button under this is to show or hide the inventory of parts that are available to be treated.
- Pressing "View Details" under the "Batch Id" column will open a new page called "PART NUMBER INVENTORY BATCH".
- This is also found through the "Part Numbers" button on the Homepage.
- It has choices for arranging and quoting parts.
- “Contract Total Part Count"
- Auto-populates with the number of parts entered but can be edited if more parts need to be on the contract.
Batches should not be confused with Part Number Groups. PN Groups are organizational groups for similar part numbers. Batches are groups of parts with the same part number. A batch in Steelhead usually corresponds to a container in the shop.
- They also should not be confused with part groups.
- These are created during a process to group instances of a part number together, so they all can be racked and treated at the same time.
- Part Groups are associated only with a specific WO and cease to exist when the work is completed.
Batches have their own subgroupings called containers, which are listed here on the inventory batch page:
4. Processes/Treatments
- The first drop-down list in this column is for how the part will transfer between treatment stations, with options like:
- The automatic "auto line".
- The "Scanner Line" that requires QR codes to be scanned.
- The next drop-down menus will be for other treatments (5) that change depending on which transfer process you use.
- There may be Blasting options, Powder coating colors, Primer, or others.
This section also contains an option to add part number instructions to nodes of the selected process:
6. Description
This column simply has an entry field for writing any notes or comments about the part being treated. Anything that might be of interest to station operators could go here.
The part number description should be used to write notes or information thay apply to every part listed by a part number. Information entered here adjusts the global part number description!
One way to edit this is to use the far right button in quoting that will "open the part number" and change the description in there.
If you want to enter instructions that are specific to the Work Order, use Work Order comments instead.
7. Work Order
- The drop-down menu here shows if there are multiple part numbers that have been entered for the selected part, and if so will allow you to select one.
- The button under the drop-down labeled "PART INFO" will bring up a full-screen menu with more data about the part.
- Like the different treatments, this depends on which part is chosen and has different options available for each.
- The button next to the drop-down will add a new work order for the part number if available.
To put Work Order parts onto a Sales Order Line Item if they don't have one, follow these steps:
- Select Add Quoted Lines.
- Enter the number of the quote that the parts belong to.
- Select the desired parts from the quote line items.
To prevent accidental closing of sales order line items, quantities on sales order line items can only be changed if the line items themselves are NOT being closed.
Steps to find best results with this:
- Change parts associated.
- Check box to 'close SO Line' should be deselected.
To learn more about all this, visit this page.
Add Through Sales Order Parts Table:
If needed, there is a button on the sales order page used for adding parts to work order, accesible by highlighting the sales order parts table:
8. Price/Unit
- The button under this column allows the Quote information for the sales order to be viewed.
- If this has not been connected to quoting, there will be an orange alert notifier that says "Existing Line!"
- Since no quote is selected in this case, the system will try to add the information to an existing line.
- "CONTRACT" button (9) that allows Contract Line Items to be added/edited.
If Part prices have not yet been determined, there will be no Sales Order lines for parts on the Sales Order. There are a few ways to set pricing.
Different Methods:
- Manually create a Sales Order Line, add, line information then select
to assign the information to a Sales Order Part.
- Select "+Part To Sales Order" to add a part to the Sales Order. From here either assign a Quote line item, create a Quote, or manually create a Sales Order line.
- Navigate to the Invoicing screen and select "Un-Priced Parts". From here all Parts without Sales Order lines/pricing will appear.
- Create Quote/Pricing on the Sales Order screen itself. This will give the opportunity to Quote all unpriced Parts on the Sales Order. From here, the Sales Order lines will be generated based on quoted information.
You can quickly flatten the prices of Sales Order Line Items:
- Go to the page for your Sales Order.
- Create lines for multiple parts on a Sales Order.
- Click the "Merge Lines" button above the SOLI table and confirm.
- Add a price to the new line and click save.
10. To Node
This column is for directing the transfer of parts, with a drop-down menu for both "from" and "to".
- The first menu will be automatically populated with the current node, if applicable.
- The second menu (11) will need to be specfied for part to reach the correct destination.
Tags are a way to organize and differentiate your Process Nodes. Once a Process Node is tagged, you can add that Process Node with "Add Existing Node". This adds a Shared Node, meaning it is the same Node. Any changes made to a shared node will be reflected in all processes that share that node.
For example, if three processes share the "Abrasive Blast" node, changing any information on the node will change the information on all three processes.
Actions
- The actions column has just two icons:
- One is for deleting the part row (12).
- The other is for copying it to be under the original part row (13).
- If there is only one part row present on the "Add Parts to Sales Order" screen, deleting it will still work without closing the menu.
More Row Options
These are a few extra master options you can use while adding parts:
- "ADD ROW" to put a new empty row onto this sales order (14).
- "ADD ROW FROM SALES ORDER" to add parts that are already on the contract (15).
- "SAVE" button saves the parts to the sales order (16).
- "SAVE & PRINT" allows you to run both of these actions at the same time (17).
Create Multiple Part Numbers in One Dialog:
To create a number of similar new parts in a Sales Order, you can turn on the "Enable Create Multiple Part Numbers" toggle in your Domain Settings and follow these steps at order entry:
- Create a Sales Order and open the "Add Parts" table. Choose the "Create Multiple Part Numbers" button.
- Add the specs, process (select opt in/out choices and/or default treatments as applicable), and number of distinct new Parts to be created, saving after each step.
- Add quantities, descriptions, and prices, and click "Finish."
- You then have the opportunity to make any changes to the new parts individually in the "Add Parts" table.
- Clicking the "Assign Unique Names" button will give each unnamed Part Number a unique name.
- Activating the "One-Off Part Numbers" toggle will make all the newly created Part Numbers one-off (meaning that those numbers won't appear later in drop-down lists at order entry).
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