Glossary

Steelhead cloud-based software is a comprehensive enterprise resource planning (ERP) platform designed primarily for metal fabrication, processing, and finishing operations. Steelhead was built to help job shops and manufacturers improve the eff...

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 "Using the Shipping Dashboard" for more information. Default Carrier: ...

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. Related Docume...

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 visual representations of workload in your shop. By providing an overview of where jobs are being worked in relation to one another, Dashboards can provide visibility into potential bottlenecks and delays as well as opp...

A Packing Slip is a document that includes the complete list of items included in a shipment. Packing Slips can be created from Sales Orders in the Shipping Dashboard modules, when you check the box next to the job you need a Packing Slip for:...

A Part Number is an alphanumeric text identifier for an item which may be entered on Quotes, Sales Orders, and so on. It designates a product or component. They are generally associated with a certain Customer, but can be created without one. Pa...

Power Tools Power Tools is found in many locations in Steelhead. Within Power Tools, there are 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 Too...

Processes Processes in Steelhead are blueprints for how Parts flow through your facility. They are made up of all the steps a Part must go through before it is completed. Every other aspect of Steelhead revolves around Processes. The more accura...

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 products or services that can be provided by your company. You can use the information already stored in Steelhead to rapidly create a Quote for Customers. Quotes can also be converted from ...

Sales Orders Sales Orders are records of the orders received 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 information...

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

Shippers are bundles of Parts that move through the shipping and invoicing processes together. They are the source of data for creating Vendor Shippers, Packing Slips, Bills of Lading, and printed Shipping Labels (see related documents for more in...

Tags A Tag can be added to a Process Node to give you the ability to reference that Process Node from other places within Steelhead. It acts as a digital bookmark. A list of existing Tags can be viewed on the Tags Dashboard, via the Configur...

A Treatment is any work performed or value added to Parts. Treatments are typically done at Stations, for example, a Treatment called "Blue Powder" could be added to a Part at a Station called "Powder Booth." Treatment names usually specify infor...

A Work Order is a record containing 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 C...

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 can be described as the places where the operators perform work, where Parts are located, and/or where an order is. Locations may be created, viewed, and edited by clicking the Locations Tile within the Configuration Section of the Homep...