Domain Settings
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Domain Settings
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Index of Domain Settings
Your website domain is your Steelhead environment. The many settings on this page will affect the way the site is used by everyone. Only administrative users should have permissions to access or modify Domain Settings. To learn how this is done, see the User Permissions FAQ page, or the more extensive User Permissions Index.
Company Contact Info
This menu interface on the top left of the page is where you can enter the phone number, email address, and business address of your company. Additionally, you can edit the domain name and avatar to customize the layout as preferred. This data can be displayed on Packing Slips, Invoices, and other documents.
Integrations and Downloads
This menu interface on the top right of the page is where you can enter connection information to other websites, for things such as your accounting software. The buttons on the bottom of the menu will allow you to View GL Accounts, Configure PDF Templates, Configure Document Numbers, View Tax Codes, View Tax Rates, View Sales Tax Schedules, and Unlock Devices.
Unlock Devices:
This button will allow you to master unlock any devices that have been saved to this domain, however this option will never show any devices that are always unlocked/logged in, like the screen showing the plant Dashboard.
Devices will temporarily lock when 5 incorrect pins or passwords are entered.
- The user must contact a manager who has access to Users and Domain to unlock the account or device.
- To unlock an account: Navigate to the Users page and click the “UNLOCK” button next to the user whose account is locked.
- To unlock a device: Navigate to the Domain page and click the “Unlock Devices” button and “UNLOCK” the device that is locked.
Device vs. User:
If your account is locked out, you will need to contact your admin and they will be able to unlock your account for you. If they go under the 'Users' module in Steelhead, they can find your name and select "unlock".
If it is a device that is locked out (if you are logging in using a PIN), they will need to go into the 'Domain' module and then select unlock devices.
Settings List
This is the full list of all Domain Settings on our site. They are organized into categories, and a search bar has been provided to navigate the long list.
Management
SMTP Settings
Allows you to override the default Simple Mail Transport Protocol for Email Servers. This allows you to send emails from Steelhead using your own email address & domain instead of the default update[at]orders.gosteelhead.com address.
Pin Login
Enables users to log into Steelhead with a Personal Identification Number. Should not be used on publicly available devices.
Hide Camera
Hides the QR scanner camera icon for all users on a Domain. This camera feature directly accesses your camera through the browser rather than using any outside program as a "middleman".
Time Clock Mode
Puts devices into time-clock mode. Cookies will need to be cleared from browser to revert device.
Customer Email Template
Choose a default template to use on Email Servers.
Customer Email Subject Line
Allows you to display a Work Order Number or a Purchase Order Number on email subject lines.
Enable Quality Management
Allows access to the integrated Quality Management System.
Force Logout After Inactivity
Allows you to force logout after a set period of time, either for a single device or for the entire domain.
Enable Workboard Labels and Workboard Folder Labels
Allow the assignment of Users to Workboards and Folders.
Customer Portal Access Link Expiration
Default is set to 120 days. If this is set to zero or not filled out, temporary access links to the Customer Portal will not be accessible unless the User is logged in.
Timers & Timesheets
Enable Timesheets for Hourly Users
Allows users to clock in and out on Timesheets if they are paid by the hour.
Work Times
A clock entry field useful for scheduling the workday. Work time settings allow for time aggregations to not compute elapsed time outside of work hours.
Which Product Group Should Be Used For TimeSheet Entries?
This drop-down menu is used to determine which product groups should be used on timesheet entries.
Define Pay Period
The calendar date selection menu in this Domain Setting is used to pick when the pay period will start, and the switch under that is used to pick whether the duration of this period should be one week or two weeks.
Define Overtime
The first option (the entry field) shown for this setting will allow you to set how many hours will be counted before work becomes overtime.
The second option (the drop-down menu) will be used to set the time period in which overtime is accrued, either daily or weekly.
Timesheets Requiring Review
Timesheet Break Times
Map Timesheet Segments To User Schedule When Clocking In And Out
Timesheets Rounding
Quotes
Default Quote Expiration Time
An entry field for setting the default length of time that Quotes will take to expire.
Default Quote Followup Time
An entry field to set a default follow-up time period for Quoting.
Default Quote Type
Select the default pricing type for Quotes.
Default Pricing Units
An entry field to select the default pricing units.
Default Power Tool Quoting On
An option to put Quotes in power tool mode by default.
Bulk Quote File Upload On
An option to add the capability to bulk create Invoices from a file.
Use Default Treatments In Quoting
Allows using default Treatments to edit the pricing of items in Quoting.
Select Treatment Later:
- However, users are able to select a Treatment while moving parts if the Treatment selection was left blank
- Users are also prompted to add Treatments prior to racking if Treatments are missing
Enable Quote Signatures
Allows for procurement of Customer and Company Representative signatures on Quotes.
Disable Default Request Quote Signature
Prevents the option to request a Quote signature from being automatically selected.
Disable Adding Unquoted Parts to Orders
Removes the "Add Parts" button from the Sales Order.
Default Sales Order Quantity to Null
Allows setting the [Sales Order] quantity to null.
Manually Run Quote Power Tools
Disable Missing Quote Info Warning On Add Parts
Prevents the Add Parts table from showing a warning message when a Quote is missing.
Use part number description in quotes by default
Always uses the Part Number description in Quotes.
Part Number Description:
There is a spot to add a description to a Part Number, if you go into a Part Number it will say 'Description : Edit'
- Once you add a description here, this description will attach to the Part Number
- You can also search by this description in the Part Numbers list
- It won't appear with the new description as the name of the part, but it will give you the part attached to that description
If you see a message like the one displayed below, that means the description can only be edited from the accounting software by someone with the appropriate permissions.
Custom Variables
These settings can be used for Quote power tools and other areas of Steelhead. There are options here for editing Form Names and Descriptions, and creating new elements and sections for a Form.
Attach Quote PDFs Directly To Email
Allows attaching Quote PDFs directly to email.
Notice:
This will disable tracking of Quote opening if users do not click the link as Steelhead does not have any way to tell if a PDF attachment has been downloaded
Invoices
Enable Power Invoices
Allows Power Invoicing.
Show CSV Export on Invoice Page
When this setting is enabled, an Invoice power tool button becomes available on the Invoicing page. It must be edited by someone knowledgeable of low code to download desired Invoices.
Attach Invoice PDFs Directly To Email
Attaches Invoice PDFs directly to email.
Notice:
This will disable tracking of Invoice opening if users do not click the link as Steelhead does not have any way to tell if a PDF attachment has been downloaded.
Enable Post Production Sales Order Review At Invoicing
Include Packing Slip on Invoice By Default
Adds Packing Slip(s) to the Invoice Line Item Description by default.
Include Part Number Name On Invoice By Default
Allows adding the Part Number name to the Invoice Line Item description by default.
PN name on Quickbooks Invoice:
To pull the Part Number into your QBs invoice, you will go into your Domain Tile and go to the Invoicing section and toggle on the Include Part Number Name On Invoice By Default and it will pull it over
Include Batch On Invoice By Default
Allows adding batch names(s) to the Invoice Line Item Description by default.
Include Part Number Description on Invoice By Default
Adds Part Number Description to the Invoice Line Item Description by default.
Include Work Order Notes on Invoice By Default
Adds Work Order notes to the Invoice Line Item Description by default.
Invoicing: Use GL Code From Process Product
- With this on, Steelhead will sync to your accounting software based on the Products from the Process.
- It is recommended for new domains to use this setting
- This is most useful if you would like the accounting software to be based on/sync by Product instead of Part Number
Invoicing: Hide Part Number Accounting
- When you are adding a new Part Number into Steelhead, this setting will populate a GL code for to sync to your accounting software.
- It is recommended for new domains to use this setting
- This is most useful if you would like the accounting software to be based on/sync by Product instead of Part Number
Enable Invoicing By Location
Enables location-based Invoicing.
Create Invoices From Packing Slips
Allows Invoices to be created from Packing Slips.
Functionality:
This is the Domain Setting you can turn on that will allow you to sort the Invoicing screen by Packing Slips.
This is what it would look like for you then at Invoicing. You would have the option to pull up all orders that have a Packing Slip in Invoicing and be able to just sort through them.
Create Invoices From The Shipping Dashboard
Enable Creating Invoices For Packing Slips in the Shipping Dashboard.
Use Cases:
With this Domain Setting you can turn on to be able to invoice right from the Shipping Dashboard. When you are at Packing Slip Signed, you can complete shipping and create the Invoice right from there
Functionality:
This is the Domain Setting you can turn on to be able to invoice right from the Shipping Dashboard.
When you are at Packing Slip Signed, you can complete shipping and create the Invoice right from there.
Set Default Invoice Date To Shipping Date
Sets default Invoice Date to Shipping Date.
Enable Drop Shipments
Allow Packing Slips and Invoices to be Drop Shipped.
Address Max Length
An entry field to submit the maximum length that entered addresses should be.
Invoice For Parts Multiple Times
If toggled on, parts are only considered done invoicing if at/past Invoicing node. If toggled off, fully associated parts will be considered done invoicing regardless of location parts.
Enable Contact Override on Invoice
Allows for Contact to be Overriden on Invoice.
Sales Orders & Work Orders
Require Part Number for Parts on Work Order
Forces the selection of a Part Number when adding Parts to a Work Order.
Disable adding Part Number to Sales Order
Disables the ADD PARTS button on the Sales Order page that allows for creating Work Orders "Part Number first".
Disable Adding Parts to Begun Work Orders
Removes the ability to add parts to begun Work Orders in the "Add Parts" table.
Place Each Received Batch On Its Own Work Order By Default
Places each received batch on its own Work Order for traceability.
Place Each Received Batch On Its Own Work Order By Default
When enabled, this will automatically place each received batch on separate Work Orders for better traceability
Skip Pass Through Dialog In Receiving Work Flow
When enabled, this will auto-select the first matching Quote Line when parts are assigned to a Quote with multiple Quote Lines
Place Each Received Batch On Its Own Sales Order Line By Default
When enabled, this will place each received batch on separate Sales Order Lines for individual pricing
Set default lead time for orders
Defaults the deadline field to the calculated deadline based on this lead time setting in business days. Leave blank for no default.
Enable Power Tool Sales Orders
Allows power tool Sales Orders. Power Tools is our name for low code at Steelhead.
Often in various places you will see switches like this to enable this feature:
Default Work Order Product
Sets the default Product selected when creating a Work Order.
Configure Default New Purchase Order Payable Account
A drop-down Menu to select the account that should be paid for new purchase orders by default.
Enable Sales Order Types
Allows for selecting: "Make to Order", "Make to Stock", "Fulfill From Stock" at order entry.
Order Type Info:
- The build-to-stock order type is what indicates the parts, when finished will not be shipped or invoiced immediately but instead will be held in inventory.
- Creating a new Process for “mold to stock” and omitting shipping and invoicing from the Process will work.
- No changes to the Workboard will be needed if existing nodes are used to create the process.
- In this example, the build-to-stock order type will still need to be selected for the finished parts to hit inventory.
- A SO can be created without assigning a customer.
- A SO can be assigned as a Make-to-stock type.
- This removes Shipping and Invoice nodes from the Process Tree.
- An order that is completed without shipping or invoicing will be added to the Part Number inventory in Steelhead.
Block Partial Shipments
Blocks partial shipments by default when creating a Sales Order or Work Order.
Active Parts Table Default Collapsed
Packing Slip Creation Blocked Without Measurement
Default To Weight Parts Containers Individually On New Measurements
Default Serial-Type Part Groups To Internal
When enabled, this will assign Parts Groups to the Customers.
Transfer Quote Part Number Description to Work Order Part Number Description
- Turn on Domain Setting.
- Create Quote with a Part Number that contains a Quote Part Number Description.
- Confirm when creating Sales Order + adding parts that 'Part Number on Work Order Details' is populated from the Quote Part Number Description.
Inventory
Power Tools: Enable Predictive Inventory Usage
Enables Predictive Inventory Usage Power Tools.
Disable Inventory Alerts On Order Entry
Disables Inventory Alerts On Order Entry Pages/Dialogs.
Show Inventory Status Report On Add Parts
Adds a button to add parts table to view Inventory status of selected Treatments.
Force Undefined Work Order On Inventory Depletions
Notice:
This would effectively disable Inventory Costing on Work Orders!
Disable Add From Recent Work Orders On Inventory Depletion
Adds a button on depletion dialogs to find/select Work Orders based on recent Parts Transfers.
Limit Clear Batch Price Override to Higher Priced Batches
Changes behavior of batches, only clearing your batch price overrides if a new batch is created with a higher unit price, rather than when any new batch is created.
Set Inventory Batch QR Code Label Size
A numerical entry field for the height and width selection of QR Code Label Sizes on Inventory Batches.
Carry Over Purchase Order Item Surcharges By Default
If there were surcharges on the last issued Purchase Order for the item, these will be auto-added to the next Purchase Order.
Hide Part Numbers In Purchase Order Item Options
Prevents selecting Part Numbers for Purchase Order items.
Attach Purchase Order PDF Directly to Email:
This is a Domain Setting to allow the user to email a Purchase Order as an attachment rather than a link.
There are similar setting available for:
Insights
Define "Shipped" Date As Packing Slip Created.
Defaults to Packing Slip created versus Packing Slip signed.
Define "Shipped" Date As Bill Of Lading Created.
Defaults to Bill of Lading created versus Bill of Lading signed.
Define "Shipped" Date As Shipment Created.
Defaults to shipment created versus shipment shipped.
Parts Received Tag
Select the default tag for parts received.
Parts Processed Tag
Select the default tag for parts processed.
Lost Customer Definition
Enter the number of months since the last active sales order before a customer is considered lost.
Part Numbers, Processes, & Treatments
Enable Splits and Joins of Parts
Allows splitting/joining parts. For example, you might split 1 Car into 2 Axels and 4 Wheels.
Archive PN by Default
Sets the default value of the PN 'Archived' Check Box when creating new Part Numbers.
Disables Update Defaults When Adding Parts
Disables the "Update Defaults" check box when adding parts to a Work Order.
Default State Of Update Defaults
Sets the default value of the "Update Defaults" check box when adding parts to a Work Order.
Labels
Add and edit Labels for your domain. This setting contains a button to open the labeling interface.
Allow Workboard Labels
A domain setting to enable and disable Workboard Labels
- With this, labels can be used to assign users to Workboards and Workboard Folders
- You can also hide them from unauthorized users
Copy Prices When Copying Part Numbers
This offers the ability to copy Part Number prices
- Making a template part one-off does not auto-archive.
- You can also Select prices to copy, and copy customer.
- Can also be switched on in the copy Part Number dialog.
Copy Part Number:
You can copy an existing Part Number in Steelhead by selecting the the box icon with the dotted line behind it.
Technically each Part Number is 'unique' since you do have to create a new one in Steelhead
- This is because you are not able to assign multiple Customers to one but it is also still the same Part Number.
- A very helpful point is that you can copy it and use the same Part Number for a different Customer.
Ask for Racking Info
Ask for racking information on Part Number creation.
Disable Racking Info Sub-Dialog On Add Parts
Disables racking information sub-dialog on Add Parts table.
Ask for Timing Info
Ask for Treatment timing information on Part Number creation.
Disable Timing Info Sub-Dialog On Add Parts
Disables Treatment timing information sub-dialog on Add Parts table.
Skip Treatment Details Dialog
Skip details on Treatment Creation.
Show Routes Page
Show create Routes page by default after parts table creation.
Show Priorities
Show an icon on Dashboards and Workboards to indicate the priority.
Show Racks Related To Parts
Show Racks with Part Number overrides on dialog by default.
Shipping: BOL-only Mode
For the shipping module, only use Bills of Lading.
Filter Out Location Types In Location Selection
Do not show location types in location selection drop-downs. This is useful if you follow 'type.entity.type.entity..' naming convention in locations.
Enable Print Travelers Option On Adding Parts
Adds an option to save and print WO travelers immediately after adding parts.
Toggle Station Based Scheduling on Homepage
Shows Station Scheduling on Homepage.
Part Number Accounting ID/Name Max Length
An Entry Field for submitting the maximum length of Part Number Accounting IDs and names.
Accounting ID/Name Illegal Characters
An Entry Field for submitting the characters that are forbidden from being included in Part Number Accounting IDs and names.
Customer Accounting ID/Name Max Length
An Entry Field for submitting the maximum length of Customer Accounting IDs and names.
Default Treatment Group Displays
Some drop-down Selection Entry Fields for editing the Treatment Groups that you would like to display on your Packing Slips and Invoices.
- By using the switch, these will appear in Invoice Line Items automatically.
Product Name Max Length
An entry field for submitting the maximum length of Product names.
Financial
Auto Archive
An option for selecting if marking data inactive in the accounting software automatically be archived in Steelhead.
Auto Unarchive
An option for selecting if marking data active in the accounting software automatically be unarchived in Steelhead.
Default Sales Tax
A drop-down Menu for selecting the default sales tax.
Default Tax Code
A drop-down Menu for selecting the default tax code, tax or non-tax.
Configure Default New Charge Revenue Account
A drop-down Menu for selecting which account should be connected to new revenue charges by default.
Configure Default New Expense Expense Account
A drop-down Menu for selecting which expense account should be connected to new expenses by default.
Configure Default New Invoice Receivable Account
A drop-down Menu for selecting which receivable account should be connected to new Invoices by default.
Configure Default New Purchase Order Payable Account
A drop-down Menu for selecting which payable account should be connected to new Purchase Orders by default.
Configure Default New Product * Account
Some drop-down Menus for selecting which account should be connected to new Products by default.
Configure Default New Service * Account
Some drop-down Menus for selecting which account should be connected to new services by default.
Configure Default New Consumable * Account
Some drop-down Menus for selecting which account should be connected to new consumables by default.
Certifications
Create Certs on Packing Slip
Automatically attach Certs to Packing Slips.
Create Certs on Bill of Lading
Automatically attach Certs to Bills of Lading.
Work Parts Instruction Panel
Default Image Size
Option to pick the default image size, between small, medium, and large.
Auto Scroll Images On Work Parts Pages
Automatically pages through images on the Work Parts page.
Hide Inventory Section On Work Parts Pages
Hides Inventory section on Work Parts pages on Workboards/Work Orders.
Scanner Workboard
QR codes for Scanner Workboard
Some tucked-away functionality buttons for Scanner Workboards.
Extra Use Info:
This offers Part Number Description and Custom Inputs to instructions page in Scanner Workboards.
- The Custom Inputs are defaulted to 'hidden' with an arrow drop-down to conserve some space on the page.
- Neither should show if they are empty/not configured.
Shipping
Use Loading For Shipments
Allows shipments to be marked as loaded/not loaded.
Packing Slips
Attach Packing Slip PDFs Directly To Email
Attaches Packing Slip PDFs directly to email.
Scheduling Time Settings
This setting defines how you view time within scheduling.
The Hours, Minutes, and Seconds toggle defines how you view your time inside of scheduling.
Example: If you choose seconds as your default, part numbers that take 3 minutes will show up as 180 seconds.
Steelhead defaults time as minutes unless otherwise defined here.
If you can process 10 parts in 1 minute
Parts Over Time: would be viewed as 10 parts / minute
Time Over Parts: would be viewed as 0.1 minutes / part
Reporting
Default To Reporting V2
TimeZone
Default TimeZone
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