Receiving Customer Parts

The Receiving Dashboard allows you to see received Part Numbers or Inventory in one location.

When parts are dropped off and it is unclear what customer or Sales Order they are intended for, the receiving dashboard functions as a digital holding bin that allows you to see what has arrived.

Receiving Customer Parts

When new customer parts arrive, you can use the receiving dashboard to "hold" them until they are assigned to a work order and ready to process. You can add more pieces of information to received parts as they become available.

• From the receiving page, click on the "Receive" button next to the "Customer Parts" header
• If you know the customer that the parts are for, choose an existing customer or create a new one
• If you know the part number for the received parts, enter it in or create a new one
  • A part number is needed to save the received parts
  • If you do not know the actual part number(s), you can create a new descriptive name

• Enter the quantity received
  • A quantity is needed to save the received parts
• If you know the Lot #, enter it in
• If you want to assign the part numbers a location, enter it in
• If you know the Sales Order for the parts, attach it
  • If you do not know the sales order for the parts at the time of receiving, it can be added later
• If there is a Quote for the received parts and you know what it is, enter it in
• If you want to create a QR label to print and attach to the received parts, check the "QR Code?" box
• Use the [ADD PART] button to receive multiple parts at once
• Click "SAVE"
• The parts will now appear under the "Customer Parts" section

Changing Part Numbers on Received Customer Parts

If the name of received parts needs to be adjusted, or if the parts already have a name in Steelhead, it is easy to edit the parts or change the part number to an existing one.

• From the receiving page, click on the "Work Parts" button on the row for the parts you want to adjust
• Choose "Edit Part Number" to adjust information for the new part, OR choose "Edit Batch" to change to an existing part
  • Choosing "Edit Batch" gives the option to archive the current part number; this should be done if a descriptive placeholder name was used
• SAVE and CLOSE when finished
• The batch tile should now show the adjusted part number information.

Adding Received Parts to a Sales Order and Work Order

Assigning customer parts to a Work Order moves them off of the receiving dashboard and into production.

• From the receiving page, click on the "Work Parts" button on the row for the parts you want to assign
  • If no SO is already assigned, click "+" under Batch Accounts / Sales Order to assign the parts to a new or existing SO
  • Choose the quantity of received parts to add to the SO
  • Provide any comments
• Then click the "Add Parts to Work Order" wrench icon
  • Choose some or all of the parts to assign to the new work order
    • Assign a location for the parts, if necessary
    • Click "Save"
• The parts are now added to a work order and are removed from the receiving screen

Delete Received Parts

If a customer returns to pick up parts that they dropped off, you can delete that item out of Receiving.

• Go the "Work Parts" screen and click the archive button on the top right

  • Check the box "Archive Received Batch"
  • You can also check "Archive Part Number" if a new one was created for that transaction
  • CONFIRM and CLOSE; notice that batch is removed from the Customer Parts list.

• Another quick way is to change the item's quantity to 0. This will erase it from the system.