Glossary

A Bill of Lading is a detailed list of a shipment of goods. Usually it's in the form of a receipt given by the Carrier to the person consigning the goods. See Creating a Bill of Lading , Signing a Bill of Lading , and Sending Customers a...

Certifications, or Certs , are documents that verify that a product or part has met particular specifications . Certs often contain the results of testing performed as part of Quality Control of an individual batch of a product. See also: ...

Your Customers are people or companies that purchases products or services from your company. Customer information is organized in Steelhead as data for Quotes , Sales Orders , Shipments , Invoices , communication of workflow (like PDFs ...

Dashboards are configurable organized cards. Create dashboards to get a quick summary of where your Work Orders are. For example, you might create a "Plant Process Overview" dashboard for a high level overview of where orders are on your flo...

A Packing Slip is a document that includes the complete list of items included in a package. Packing slips can be added to Work Orders and digitally signed by your customers. They can be emailed to your customers at any step to update cu...

Part Numbers are unique identifiers for each type of part that is being tracked through Steelhead. They are generally associated with a certain customer, but can be created without one. Using part numbers allow you to: Organize your Work O...

Power Tools Power Tools is found in many locations in Steelhead. Within Power Tools, there is Current input values , Low code , history, and test runs. There is also the ability to change the theme of the dialog to Dark Mode. To reach Power ...

Processes Processes in Steelhead are blueprints for how parts flow through your facility. Every other aspect of Steelhead revolves around processes. The more accurately processes mirror what is happening on the plant floor, the more accurate Ste...

Products in Steelhead can be thought of as the types or categories of work that a business does. Products are flexible and can cover a very wide range of activities or services. Products serve two main purposes. They allow you to: Classify...

A Quote is a document that tells customers the cost of the products or services provided by your company. You can use the information already stored in Steelhead to rapidly create a Quote for customers . Data from Parts , Stations , Treatm...

Sales Orders Sales Orders are records of the orders you receive from your Customers . They show such details as Part Numbers, quantities, and prices; Customer Names, Addresses, and contact information; Terms of Sale; Deadlines; and other inform...

Recipes are very similar to Processes . The difference is that an individual recipe is generated from the process and assigned to the Work Order . This allows for making changes to the recipe on a single Work Order without affecting anythi...

Shippers are bundles of parts that move through the shipping and invoicing process together. Ultimately, the parts in a Shipper get their own Packing Slip and Bill of Lading , if needed. They are then packaged together and shipped out or ...

Specifications, or Specs , are requirements that must be satisfied by a material, design, product, or service to ensure a standard of quality. Specs are often defined by a published technical standard. Specs guide the manufacturing and processing...

Tags Tags can be added to a Process Node and give you the ability to reference Process Nodes from other places within Steelhead. Multiple Process Nodes can share the same tag. If a Process Node has a tag assigned to it, you can add that same P...

Treatments Treatments are abstract events that are performed that add value to a Part . Treatments can specify information about what work is to be done on a part. It is common for treatments to be named specifically so that they can be co...

A Work Order is a set of instructions ( Recipe ) for work being done on a plant floor with one or more parts. Work Orders include all the details about a specific job being performed. A Work Order can optionally have a Customer and a Part...

Rework is the process of correcting defective, failed, or nonconforming items after inspection. It may sometimes be necessary to return parts to a previous Process Node to be reworked. Creating a new Work Order for rework is a ...

Locations are physical places where operators may perform work. Locations allow you to track order progress, activity, inventory , and other information across different physical locations. Steelhead offers three basic levels of organization wi...