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      Frequently Asked Questions (FAQs)
      9 Articles  in this category
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        Contents

        Frequently Asked Questions (FAQs)

        9 Articles in this category

          Home Page Viewing Tile Control

          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 ...

          Invoices Syncing to Accounting With a Date of 01.01.1970

          A: 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 ...

          Creating Packing Slips for Racked Parts

          A: 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 unra...

          Part Transfers Cannot Be Deleted

          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...

          Time Sheet Graph Displays Starting Times Earlier or Later than Business Hours

          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...

          Customers Created in Steelhead Syncing to Accounting

          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...

          Adjusting Part Quantities on Quotes

          There are two Quote types: 'TOTAL PRICE' and 'UNIT PRICE'. A 'UNIT PRICE' Quote is designed for parts that will be run many times, at a flat rate for every time that part goes through the shop. 'TOTAL PRICE' Quotes are the standard. Total pric...

          Packing Slip Number on Invoice Description is Different From Packing Slip Number

          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 and Apply a Spec

          How to Create a Spec Specs are created in the "Specs" tile on the Homepage of Steelhead. To create a spec, go to this tile and press "New Spec". A new spec can also be created by copying an existing spec. Steelhead specs can also track revisio...