Part Number Inventories

To view the Inventory of parts available for a Part Number, select the hyperlink on the page for that Part Number. If there is no established inventory for it, you may create one and enter the initial amount of parts:

Adding Batches

Now that an Inventory has been made to hold them, it will be useful to add a few batches. These are the amounts of part within a Part Number that are received together.

Notice

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.

Fill out the popup menu to create your batch.

Batch Containers:

The list of Batch Containers is shown here in the Inventory Batch page:
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Batch actions

Various actions can be done with a received batch:

Change the quantity.

Add to a Sales Order.

Update its location.

Attach a quote.

Assign to a Part Group, which can run through a process as a singular unit.

View the QR code for the parts' Job Tag.

Edit the batch.

Rename.
Change part number (This moves the batch to that part number's inventory page).

Archive the batch, which removes its quantity from that part's total remaining inventory.

Split Batches:

Users can perform simple split operations on a batch of Work Order parts (part accounts).

Select the drop-down menu for a batch of parts on a WO.
Split Parts & select a quantity.
There should now be 2 separate batches of parts in the same location.

Rename Process:

When you are on the work order, scroll down to the process tree and click on the top node with the process name.

When you select the top node and then scroll up, you will see the box for the 'Recipe Node' (this is how you know it is for just this work order) if you select the edit pencil button, you can rename the process for this work order to whatever you need it to be.

Then once you rename, when you go into the work order again you will see the new process name. This name should then appear on your QR code when you re-print it.

Weight Per Part Count:

This setting is editable on the Part Number profile:

To manage this, you will need "Write: financials" enabled on the Domain Settings menu:

Part Number Inventories