Frequently Asked Questions (FAQs)

There is not a pre-built report specific to active work orders. As an alternative, there are a few places to possibly find the desired data. View All Active Work Orders by Work Order Navigate to the Work Orders page OR the Watchtower Work Or...

Steelhead Pop-Up Alerts occasionally appear upon log in to inform Users of new or updated functionality in the app, or important announcements. The first time a User logs in to Steelhead during a window of time set by Steelhead to inform them of...

In Steelhead, to Archive is to remove a data record from active use while preserving historical data. In many modules, records can be Archived by clicking the down arrow file box icon on that record's line: Archiving a record does not delete...

The Steelhead User Interface (UI), User documentation, and Sonar AI Chat Bot (along with other features) are functional in English, Spanish, and many other languages. Full Translation Full translation may cause problems ...

Steelhead can be configured to display current exchange rates for precious metals in the header, for quick reference: Navigate to the Precious Metal Opt In setting in your Domain Settings. You will need to have at least one of the following Us...

Homepage Viewing Tile Control The Homepage of Steelhead has been upgraded! With the new update some changes have been made to how Homepage tiles are displayed. Instead of a hide and unhide icon, each tile is now controlled by a permission. If the ...

This message indicates that the Invoice was created in your accounting software without a due date. One possible cause for this is that when the Invoice was created in Steelhead, a due date was not set. 01.01.1970 is a generic default due date...

Packing Slips and Bills of Lading can not be created for Racked Parts because Parts must be Unracked before they can be packaged and shipped. To make sure that Parts are being processed properly, it is necessary to Unrack Parts first. To Unrack ...

A: If a part is in a station that has an auto start timer set up, deleting the part transfer is restricted because there is billed time attached to that part transfer. To delete the part transfer, first delete the billed time, and then you will be a...

A: Timers are attached to part transfers out of a station , rather than the times that the parts were transferred in. If you transfer parts into a station on Thursday at 3pm, pause the timer at 5pm, and then resume that timer on Friday from 7am t...

A: Customers in Steelhead sync to accounting software when they are invoiced. If a customer is created in Steelhead, and that customer does not already exist in accounting, the customer will not be created in the accounting software until they a...

A: When a Packing Slip is combined with another, the Master Packing Slip number shows up in the 'Description' on Invoices . However, you may only link the Packing Slip item to its original Packing Slip number. The description Packing Slip numbe...

How to Create a Spec Specs are created from the Specs Tile in the Quality & Compliance Section of the Steelhead Homepage. To create a Spec, open this Tile and press +NEW SPEC . A new Spec can also be created by copying an existing Spec. S...

Software Catalog Questions: For reference, here are the frequently asked questions on our page in the SourceForge software catalog : Q: What kinds of users and organization types does Steelhead work with? Steelhead works with these users and...

Recommended Web Browsers Because Steelhead is a cloud-based software, you will always need a web browser for it to run. Four common browser options that Steelhead recommends are: Google Chrome Mozilla Firefox Apple Safari Microsoft Edge ...

Default PDF templates should be active for every feature that supports PDF creation. If you select an option to print a PDF and your screen is not populated with the expected information, follow the instructions below to ensure that a default templa...