Product Updates 2023

2023

December 2023

12/29/2023

• Upgrades to Timesheets, including:
  • Time Off Allocations
  • Allocation Sets and Types
  • Scheduling Time Off

12/20/2023

• Native Reporting: Insights are Here!
  • The new “Insights” page is the home of Native Reports (as opposed to custom reports available in Reporting)
  • Insights offer improved performance, reliability, filtering, and graphs
  • 3 reports currently available - many more to be added in the coming months

12/19/2023

• Quoting payloads now associate super racks and their sub-rack quantities with rack types on a part number
• Treatment group prices are available alongside treatment prices
  • When there are no treatment prices, the treatment group prices are duplicated by the treatment price API
• Allowed users to filter part numbers on a variety of fields during both receiving and order entry
  • To begin, receive parts, edit a batch in receiving, assign received parts to a RO, or add parts to a RO
  • Then search for a part number for any of the part number inputs using the filter icon next to the part number select to add filters on specs, params, or part number groups

12/07/2023

• Altered the header for 'Archived Users' to make the page more distinct

11/27/2023

• Embedded timers into the parts transfer function

11/22/2023

• Creation time and creator of received batch are now available in work order Job Tag editor

11/16/2023

• Racking actions in Workboards will now show a more fine-tuned selection of parts

11/15/2023

• Increased speed of scanners

11/14/2023

• Default Lead times for individual Customers available

11/13/2023

• Added new recipe node edit button onto recipe trees
• Added image uploading function on racks

11/12/2023

• Launch of Watch Tower feature
  • Filtered search page listing all PNs in a plant
  • Accesible through icon on the Homescreen
  • Includes options to "View Production Report" and "View Inventory Report" for parts that appear in the filtered view

11/11/2023

• Contract Review option available for all Work Orders

11/10/2023

• Added refresh button to the invoicing page

11/9/2023

• Added Total Part Quantity readout to the Workboards
• Added option to Email packing slips from 'all packing slips' page
• Improvements to sending test emails
• Improvements to creating and signing certs

11/8/2023

• Added option to require completion of entire order before shipping
• Default contact selections for Customer Contacts

11/2/2023

• Moved the "Log out of account" button to the top of the Account screen

October 2023

10/30/2023

• Added Shipping Instructions to the shipping dashboard on the first 2 shipping nodes
  • Option available for all packing slips in the shipping dashboard

10/27/2023

• Added quote numbers to Packing Slips
• Added option to process node spec fields when copying process nodes
• Deployed the "All Uploaded Files" page
  • Icon is visible on the homepage to users with "READ ALL UPLOADED FILES" permission

10/26/2023

• Carrier Optimizations
  • Reworked the design of some carrier dialogs
  • Fixed issue where customer carriers could not be created without a clean address
  • Added account ID to customer carrier

10/24/2023

• Added a checkbox to the copy part number dialog to copy instructions

10/23/2023

• Activated "Create" option for Part Number of Recieving Dialog on iPad
• Enabled user to leave a comment in the quote history at any point in the quoting process
• Reversed the date sorting on the Quote History panel to read the latest at the top

10/20/2023

• Launch of Spec-Driven Processing
  • Can add specs to process node opt in outs.
  • Can now add a default process to a spec from either the create / edit dialog or the process manager section
  • Can now access a specific page for spec field params
  • Can now specify opt in / opt outs for nodes within a default process
  • Can now specify a default treatment for nodes within a default process
  • Can now specify a default station for nodes within a default process
• Changes to Part Number, Quotes and Recieving
  • Process section as well as opt ins and outs now show defaults from applied specs and params, as well as showing where they come from and any conflicts
  • Part number opt ins and opt outs can now be reversed
  • Quote line items now take spec and param defaults into consideration and shows any conflicts in the defaults
  • Creating a received order from receiving now takes spec and param defaults into consideration and shows any conflicts in the defaults
  • When a work order is created from adding parts to a received order, the recipe is created based on spec and param defaults
• Progress made toward overhauling "work parts page display"

10/15/2023

• Launched Native UOM in quoting and invoicing

10/12/2023

• Added shipping instructions to the shipping dashboard (on the 'Ready for Shipping' and 'Packing Slip Drafts' tables), and to the Create Packing Slip dialog

10/10/2023

• Added Master Certs to RO bundle

10/8/2023

• Enabled clients to send emails from their own email addresses, rather than the standard Steelhead email address
  • SMTP settings may be configured in Domain Settings
  • When activated, emails originating from Steelhead will use this configured account
  • Emails sent with user email addresses lose traceability (received, opened) in Steelhead

10/4/2023

• Added display image to Received Orders
  • Only enabled for stations set up with operation rates

10/3/2023

• Added option to input a reason when requoting

10/2/2023

• Master Cert Documents available for Work Orders with multiple parts
  • The listed parts are ran to the same spec and spec parameters as shown in the table
• Launched domain setting to force each recieved batch to its own work order
  • Helps with batch traceability to certifications
  • Allows different deadlines/pricing between recieved batches
• Added ability to put invoice data onto parts transfer ledger
  • This streamlines communication when something has or hasn't been invoiced

September 2023

9/30/2023

• Added option for users to confirm or edit the dwell time when parts are transferred

9/27/2023

• RO and Invoicing Emails may now be bundled rather than sent individually
• RO and Invoicing emails can now include attached files
  • Please note that the sending of emails sent between 10:58pm on 9/26/2023 and 1:00am 9/27/2023 may not have been tracked properly

9/21/2023

• Added column on the "Users" page to display the user's role
• Added time measurement in seconds for Billed Time on Racked Parts

9/20/2023

• Added a domain setting to force each new received batch to its own work order

9/18/2023

• Enabled nodes from different super nodes in the same process to be active on one super board
  • This allows for an auto line to be utilized twice in a workflow with different instructions

9/17/2023

• Improved accounting status display on Invoicing and Domain pages
• Improved in-progress Quoting save functionality
• Improved drop-down menu performance on mobile devices
• Added a domain setting checkbox to automatically request a signature when quote signatures are enabled
  • When active, the checkbox will not automatically be checked
• Added a domain setting to include PO number in email subject line
  • When active, packing slips with an associated PO number number will display it in the subject line and fall back on RO number otherwise
• Enabled users to add basic events to shipping calendar that are not shipments

9/15/2023

• Launch of Feature Accessibility
  • Modules can be displayed or hidden for any users
  • Under "Users," check or uncheck boxes next to "READ:" to show or hide modules in Steelhead

9/13/2023

• Equipment Labels available in the Maintenance module
• Added capitalization to the title on the Work Order page and the label for Part Transforms
• Added "created_by" field to all quotes page that includes hyperlink the the creator's profile

9/8/2023

• Deployed recieving updates surrounding quoting
  • Includes a warning for adding parts to an order without an associated quote
  • Managed with domain settings under "Quotes"

9/7/2023

• Maintainance Updates to Quoting
  • Part number information will now pull over to quotes from recieved parts
  • Added a link for "Recieve Parts Dialog" onto the RO screen which will automatically place all parts on the current RO
  • Parts added to RO no longer sit in auto-complete node
  • This should prevent part miscounting issues for parts moving between the "auto-complete" and "Recieving" nodes
• Pin Login now accepts the "Return" key
• Cert, Quote, Received Order, and Work Order Template Payload additions
• Work Order Labels can now be removed from Work Orders individually, rather than clearing all labels

9/6/2023

• Added "Prevent invoices from being synced to accounting" feature
  • To sync later, mark the invoice "ready to sync" once it has been reviewed
• Launch of Red Line Job Costing
  • To set up, set station to redline, create a super card, select red line, and select child node where you want the red line
  • Super nodes must be used for parent node
  • Includes Super WorkBoards support racks
  • Includes Permission options for Per-User Labor rates
  • Red Line timer can be run against multiple parts at once with cost ratio sliders shown
• Added Individual Labor rates option
• Updated shipper screen with arrangement of "ready to ship" option similar to Invoicing
• Allowed total gross weights to return back to the ready to ship table

9/5/2023

• Reduced size of the text on the buttons in the Ready to Ship table

August 2023

8/31/2023

• Added Treatment info to invoice item line

8/29/2023

• Archived Packing slips no longer shown

8/28/2023

• Deployed Reporting Variables
• Deployed option to move quote line items up and down
• Launch of Shipments
• Added option to reorder line items on Quotes

8/26/2023

• Treatment mode scheduling now available
• Improvments to Reporting performance

8/22/2023

• Top Banner is now blue in development testing versions of Steelhead
• Added option to delete user avatars

8/21/2023

• Added option to create sensor dashboards
  • Can be used to view/chart a sensor's historical recorded measurements
  • Also includes the ability to add sensors to maintenance plans

8/20/2023

• Work order PDF templates available
• Custom Inputs available when copying Quotes

8/18/2023

• Added ability to manually put customers on hold
• Added Drop Shipping capability
  • This can be enabled with a Domain Setting
  • Requires PDF templates for shipping and invoicing to be updated

8/15/2023

• Added ability to un-archive PN instructions

8/14/2023

• Enabled evaluations for Spec Field Parameters on a Time Frequency
  • Can be used in combination with thickness evaluation to specify the time interval between instances of autocoating production
  • Visual Specs include a checkbox to evaluate the presence of abnormalities
  • Streamlines capacity to split a work order between multiple stations

8/13/2023

• Added PDF attachment to Quotes and Packing Slips

8/10/2023

• Updates to Reporting performance

8/9/2023

• Enabled users to create a recurring maintenance plan from a maintenance node
• Hid the "Complete Multiple" button on events created from nodes

8/7/2023

• Launch of Spec Types
  • Specs can be marked as "Internal" or "External", depending on whether they should be viewable to the end user of Steelhead-powered products
• Hid the "Invoiced" button for non-DK domains

8/4/2023

• Archived Spec fields no longer display in Quote creation
• Global Search now includes Vendors
• Quotes can now be signed from Quote emails or Quote PDFs
• Improvents to the saving of quote progress
• Treatments can now be created during Quoting process
  • Includes options for Paint Color, Stations and Treatment creation in the Process/Treatments column

8/2/2023

• Added prices to all products on invoice payload
• Added customer prices to invoice payload
• Added option to confirm or edit the dwell time when parts are transferred out of a station

8/1/2023

• Added domain ID to database tables

July 2023

7/31/2023

• Launch of Rack to Multiple
  • Appears automatically when one checkbox is selected anywhere parts are racked
  • Option are available for racking by part quantity or rack quantity
  • To use the new Unracking mode, select "Unrack Multiple" anywhere part racking is performed, and and move all the rack you want to unrack to the "Unrack" section
  • Rack types (small, medium and large) will be autoatically populated by the default part capacity of the type
• Added a permissions feature to issuing purchase orders
• In packing slip invoicing, the default amount of status filters is now zero
• Added vendor contacts to PO pdf payload

7/28/2023

• Added option for users to set the tax code on additional line items

7/27/2023

• Enabed Permission Groups to give users the ability to move parts

7/26/2023

• Added option to hide prices on the quote builder

7/25/2023

• Added option to create and use stages for purchase orders
  • These stages can be used in much the same way as Quote Stages
  • The feature allows users to more easily track where Purchase Orders are in their lifecycle
• Improved address editing on invoice when the length of an address is too long
• Added packing slip ids to certs
• Enabled Bulk Importing of Customer Contacts without needing to specify an address
• Enabled users to edit the custom inputs of a quote directly from the quote page
• If user tabs out of date picker field, it will now close

7/24/2023

• Added outsourcing link to home and sidebar

7/21/2023

• Enabled text on markup images
• Columns can now be configured by "Completed At" on the Recieved Order table
• ROs can be viewed and sorted by completed at date when "Complete" or "Invoiced" ROs are selected

7/20/2023

• Staging Variants under Quotes are now live
  • Press the plus or minus buttons in the "Configure Quote Stages" menu to add or remove variants
  • Switch the stage of a quote between "active" or "inactive" in the "Move Quote" menu
• Added ability to select/update treatment options for the rework work order on the fly
• Allowed users to configure their quote stages more effectively
  • This is done by allowing the creation of variants for any quote stage
• Added the ability to type on markup

7/19/2023

• Altered the width of the work part slideout
  • This is to make the workboard screen more user friendly

7/18/2023

• Paired the names of Received Orders with their corrosponding Work Order and vice versa

7/17/2023

• Enabled users to create a rework work from a work order directly within move parts dialogs
• Added option to show labels for selected group in the group parts dialog
• Added sub-dialog to show Racking page for parts transferred into Racking nodes

7/13/2023

• Improved Rework flow
  • Added option to create rework order from an existing process
  • Added option to create rework order by selecting a subset of the current recipe

7/12/2023

• Added hyperlink to invoices from shipping
• Steelhead website now keeps invoice filters upon switch to viewing (un)archived

7/11/2023

• Moved "Export CSV" button to filter bar above table
• Enabled users see intentional tasks in scheduling as a tab on priority

7/10/2023

• Update to Recieving to allow working many received parts at once
  • Arranged into new list format
  • Statuses now available for recieved batches
• Billed Labor Hours can now be grouped by station and user on the WO screen
• Billed Labor Hours can now be grouped by station, user, and work order on the RO Margin screen

7/8/2023

• Added support error messages in following "add parts" situations:
  • include count of parts in Receiving on an RO but not on a WO yet
  • Normal Add Parts Table
  • Add warning to RO
  • Editing the RO of parts in Receiving?
  • Add parts to WO
  • Adjust part count dialog on WO
  • Adjust part count dialog on RO
  • Add Quoted parts workflow

7/6/2023

• Part Number, Treatment, and Inventory Item tables can now be exported as CSVs
  • Filters and ordering active in Steelhead will be reflected in the CSV
• Parts cannot be moved directly to the "Packing Slip Created" node from outside the shipping dashboard, preventing shipping errors
• Improvements to Custom PDF templates
  • Multiple active template functionality is improved
  • Corrected an issue occasionally causing dollars to be reported as microdollars

May 2023

5/25/2023

• Uploaded images may now be marked up in the Steelhead App

5/23/2023

• Opt-in / Opt-out icons now appear on process nodes

5/19/2023

• Parts may be added from quotes on the Receiving Dashboard
• Details from quotes may be used when creating a new Received Order from a batch of received parts
• If multiple line items for the same part exist on the same quote, users can now select which received batch price to use
• Files may now be attached from within the receiving dialog

5/16/2023

• Copy Quote Line Item button now available for use on quote creation dialog
• Quote Summary Update available
• Instructions on quotes may be edited
• Load times on quote page improved

5/11/2023

• Sensor Measurements on workboard cards are displayed

5/10/2023

• EZ Edit Specs available

5/9/2023

• Quality Management System (QMS) available to enable in Domain settings
• Invoices may now be attached to invoice emails as PDFs
  • This is a domain setting and must be on or off for all invoice emails
  • Attaching the PDF as an invoice disables tracking of invoice opening

5/5/2023

• Report folders are now searchable
• Carriers as a native entity are now available

5/4/2023

• ROs are now searchable by "newest to oldest" and "oldest to newest"
  • "First Page" and "Last Page" options are now included

5/3/2023

• Part Transform Items may now be added to ROs
  • Part Transforms appear on the Receiving Dashboard
  • Each part number may be assigned a different shipping address that will follow through to invoicing

5/1/2023

• Folders for organizing Reports are available
• Number pad "enter" key triggers searches

April 2023

4/21/2023

• Sensor Specs are available

4/19/2023

• Ability to create invoices from completed packing slips on the "All Packing Slips" page
• Ability to create invoices from completed packing slips and bills of lading on the Shipping Dashboard
• Item selections on invoice creation are remembered for future use
• Custom Customer Input information is now visible on the Invoice Creation dialog
• Assorted updates and bug fixes

4/14/2023

• Ability to add labels to part groups from the grouping dialog
• Additional contact information for contacts is now displayed when sending emails
• The "Update Treatments" dialog is now offered when creating a new treatment from the "Add Parts" table

4/13/2023

• Spec input options are now available when moving racks
• Ability to deplete inventory on multiple Work Orders at once

4/4/2023

• Spec measurements are now able to be tied to recipe nodes
• Spec inputs are now available on supernodes
• Additional capabilities for:
  • Power Quoting
  • Power Orders
  • Power Inventory
  • Power Job Tags
  • Power Shipping

March 2023

3/31/2023

• Spec Fields now include a "Timer" option

3/30/2023

• Work Order Comments
  • Comments may be created from the work order page or the workboard
• Add quoted parts from the receiving dashboard
• The default reporting page is now the "Reporting Dashboard"
  • The edit reports page can still be accessed by clicking the the "Add/Edit Reports" button
• Improvements to the reporting page layout
• Report Folders - organize reports by type into folders for easier access

3/29/2023

• Work order pages now have a "touch inventory" button to mark that a batch was used on a work order without requiring a depletion amount
• Inventory Report on Add Parts table - view relevant inventory amounts during order entry
• Group or serialize parts using the Standard Pack feature
  • Allows for moving parts from pallets to boxes
  • Available on Workboards
• Power Documents - PDF documents are now able to be further customized using low code

3/25/2023

• Inventory Management Page - track and update inventory levels from one central location
• Inventory Batch Containers - allows the association of multiple inventory containers to a single batch

3/23/2023

• Invoicing 2.0
  • Improved speed
  • Displays the date and time of the most recent sync to accounting software
  • Drop down filter options
  • Results are sorted by "most recent"
  • Results are paged rather than infinitely scrollable
  • The option to void invoices is removed once the invoice has been synced to accounting (still available on the "View All Invoices" page)

3/21/2023

• Low Code Received Orders are now available

  • When adding a part to a Received Order, this setting allows for editing of treatment times, part pricing, parts per rack, and station routing
  • This setting must be enabled in the Domain Settings

• Shipped "Truck Mode" limits visibility and functionality for screens used for packing slip and bill of lading signing

3/20/2023

• Invoices may now be archived from the "View All Invoices" page
  • Voiding invoices that have already synced to accounting does NOT void them in accounting

3/16/2023

• Parts may be grouped / regrouped / ungrouped from workboards
• Part number labels may now be printed from workboards
  • Mass label printing for part groups is also supported

3/14/2023

• Quick certificate creation option now available on the shipping dashboard

3/10/2023

• Default treatments may now be set in low code quoting (domain setting)
• Error screens now display a message and link to the support ticket form
• Part quantity on invoice creation now defaults to the quantity of parts at the invoicing process node

3/9/2023

• The first node in a process can now be set as an "autocomplete" node

3/7/2023

• Line scheduling is available
• Tax Codes can be marked as "hidden" to prevent them from displaying as options on invoice creation
• Invoices may be manually marked as "synced" to clear error notifications
• Rows on table pages are now clickable links
• Part group labels are now available throughout the platform

3/6/2023

• Reworked parts can now be sent to a "quarantine" where they can be evaluated and assigned a rework process later

3/5/2023

• Gross weight measurements can be modified and saved mid-process without the need to adjust part quantities
• Gross weights entered mid-process can be saved and imported into shipping documents

3/4/2023

• Low code invoicing adjustments
  • GL acccount updates
  • Price updates
• New password strength requirements
  • Cannot reuse portions of your email address
  • Cannot include your email address
  • Must be at least 8 characters
  • Must include 3 of the 4 of:
    • Upper Case letters
    • Lower Case letters
    • Numbers
    • Special Characters

February 2023

2/22/2023

• The Order Entry page ("Add Parts" on a new Received Order) now includes the option to "Save & Print Job Tag"; useful in cases where printing a Job Tag directly is desired

2/18/2023

• Ability to select and include Sales Tax codes on invoices

2/16/2023

• Ability to add node-specific pictures for part numbers directly from workboards
• Ability to move multiple parts on supercards
• Multi-Plant dashboards are now available - if a device is assigned to a location, only parts at that location are visible on the dashboard
• Scroll bars on dashboards

2/15/2023

• Prioritization page improvements
  • Filter based on tags
  • Ability to prioritize all active parts
  • Order priority list by deadline

2/9/2023

• Ready to Invoice and Partially Invoiced status bar visibility improvements on Invoicing Dashboard

2/8/2023

• Updates to scheduling pages

2/5/2023

• Inventory information is now available on certifications; allows for better tracking in case of inventory manufacturer recalls

2/3/2023

• Upload part number, work order, or receieved order files directly from workboards; includes the option to set a part number or work order display image

• Default Lead Times can now be set for processes### 1/31/2023

• Updates to Shipping and Billing addresses on shipping and invoicing dashboards

January 2023

1/30/2023

• "Copy Part" button now creates a new Part Group that is linked to the same customer (if a customer is assigned)

1/27/2023

• Add quoted parts to a received order
• Add part number files to quotes

1/25/2023

• Improvements to part distributions and locations from work orders

1/21/2023

• Spec fields may be reused with multiple specs; reduces the number of spec fields needed in a domain

1/20/2023

• Staging process nodes available
• Task scheduling calendar for individual stations; schedule tasks and/or maintenance on stations and avoid unexpected downtime

1/19/2023

• Receiving dashboard - receive customer parts that do not have a received order, or that the receieved order is not known for (raw part receiving)
• Various small updates and bug fixes

1/12/2023

• Work Order Photos - add pictures to work orders and flip through multiple pictures while working parts

1/11/2023

• Order entry tab stops adjusted to allow for selection of multiple processes / treatments

1/10/2023

• Update to "Add Parts" dialog box on order entry - tab stops adjusted to workflow use

1/9/2023

• Ability to rename uploaded files during uploading

1/7/2023

• Ability to override batch prices used in low code quoting
  • This update allows for the updating of inventory batch prices during order entry
  • New prices may be used in quoting instantly, preventing loss of revenue if quotes become active weeks or months later

1/6/2023

• Ability to bulk upload part numbers to received orders
• Customer Portal Improvements
  • Search for work orders, purchase orders, and part numbers now supported

1/4/2023

• Unit Price History page available for all part numbers - this shows all prices for part numbers on completed work orders

1/3/2023

• Vendor and Purchase Order information able to be synced to QuickBooks Online### 12/29/2022

• Updates to racking and timer behavior

• Updates to specs to allow datetime and text field types