Creating New Part Numbers

    Creating New Part Numbers


    Article summary

    Creating New Part Numbers

    To add a new part number to the company software, it is best to make sure you aren't registering a part that's already there. Luckily, Steelhead provides a way to do both of these things at once:

    • First, press the Received Orders button on the homescreen
    • Then select the one you are using, or if needed make another
    • Then press the button that says "Add Parts (Table)" or "Save + Add Parts"
      • Both of these buttons lead to the same screen
    • Then on the Add Parts screen, type the name of the part needed into the entry field
      • This will search for matching part numbers, and you can select the part if it's there
      • Otherwise, read the rest of this page for help on how to make new Part Numbers

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    New Part Number Menu

    In the menu for creating new Part Numbers, you will find several dropdown menus and entry fields for specifying information about the part you want to create. The page is divided into three columns, the first for part data, the second for process data, and the third for measurement data. All three will be explained here in detail.

    Part Data Column

    Name

    This is the basic name for your new part. You can enter whatever the part is most often called.

    Accounting ID/Name

    This is the technical name for your part. It should be spelled out in full to avoid confusion with similarly named parts. This is the name that the part is invoiced and purchased under.

    Customer

    This is the buyer of the part. Similar to creating new parts you can search for a customer and will be shown an option to register a new one if no matches are found.

    Part Number Group

    This is the personalized collection that the part number will belong to.

    Description

    Here you can enter any details or notes about the part in question, anything that might be helpful to other workers should be recorded right here.

    Unit Price

    This is the price each individual unit of the part should cost.

    Tax Code

    Here you may select the tax code that your company will use for this part.

    GL Account

    Here you may select the General Ledger Account that should pay for and collect for this part.

    Cert PDF Template

    Here you may select the Certification PDF template that your company will use for this part.

    Upload Display Image

    Here you may add an image that your company will use for this part number.

    Process Data Column

    Compose Default Process

    This button opens a Process composer menu that allows you to specify details about processes
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    Select Process

    Here you may select the process that your company should use for this part. Unlike for Part Numbers and Customers, this dropdown does not allow you to make new Processes. This must be done on a separate page.

    Configure Opt-In/Opt-Out

    Here will be a list of node types in the selected process that you may opt in and out of. This will include options like Package, Ready to Clean, and Contract Review.

    Default Treatment Selections

    Here will be listed some dropdown menus for selecting desired treatments within the process.

    Measurment Data Column

    Square Feet

    Here you may enter the total Square Feet that this part will occupy. Please note that this selection may change after one or more treatment have been enacted.

    Container Type

    Here you may select the type of container that is best suited for holding this part. Please note that this selection may change after one or more treatment have been enacted.

    Beginning Gross Weight

    This will be the initial weight of the part before processing has started. Please note that this selection may change after one or more treatment have been enacted.

    FT/Part

    Per Part Count Unit Definition for specifying the desired amount of feet.

    LBS/Part

    Per Part Count Unit Definition for specifying the desired amount of pounds.


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