Using Embedded Search Bars
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Using Embedded Search Bars
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In addition to the Global Search Bar, many screens in Steelhead also have embedded search bars. These search bars allow you to search the specific screen you're on. Some pages also offer filtering options as well. See below for more information on the search options for each page.
Pages with embedded seach bars only
Vendors, Racks
These pages have embedded search bars that allow you to search for an item on the page.
- The search bar only returns results from the page, so you can use it to quickly find a record.
- Order your search results by choosing from the "Order By" drop-down list beneath the embedded search bar.
Pages with embedded search bars and custom filters
These pages include embedded search bars and Order By options. Additionally, on each of these pages, you can filter what is displayed using filter options:
- Quotes
- Shipping
- Timesheets
- Customers
- Part Numbers
- Stations
- Treatments
These pages have filter options below the embedded search bar, as shown here:
Processes
The Processes page allows you to filter processes by the Tags they are associated with, as shown here:
Pages with embedded search bars, custom filters, and preset slicers
These pages have all of the above search options. Additionally, they also feature preset slicers that allow you to quickly narrow down your results.
Sales Orders
The Sales Orders page allows you to slice your results by Active or Complete status, as shown below:
Work Orders
The Work Orders page allows you to slice your results by Staged, Active, or Complete status, as shown below:
Purchase Orders
The Purchase Orders page allows you to slice your results by Drafts, Issued, and Fulfilled Stages, as shown below:
Purchase Order Stage Tags:
- Drafts This is when you first create a new Purchase Order (PO); it is labeled as "In Draft."
- Issued After you create a draft for a PO, you can issue the PO to the Vendor and it will automatically move to the "Issued" Stage.
- Fulfilled After you receive the items on your PO, it will move to the Fulfilled Stage as the Purchase Order is considered complete/fulfilled once you get the items.
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