06-2024

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Steelhead now shows the specific inventory item name in the inventory batch dialog
- This lets the user know what item they are adding the batch to

Sales Order and Watch Tower lists will retain their selected list display sizes for the current session
Large Update to the way Specs and Recipes work together
- This will tie Specs much more deeply with recipes
- PNs that need spec adjustments must now be updated on the WO
- Adjusting specs within Specs, Part Numbers, or Treatments is still available, but will only apply to future WOs
- Contract Review is a recommended feature for those using and adjusting specs regularly
- Spec Results, measurement recording, certifications, will remain the same
- Adjusting Specs on PNs at order entry will remain the same
New [EDIT SPECS] button available on WOs and in Contract Review
- This button can be used by those with the "Archive: Spec Measurements" user permission
- Use the [EDIT SPECS] button to review specs, spec fields, and params
- View, add, and archive specs
- View, add, archive, and edit spec field params
- Filter by Recipe Node, Location, and Quick Params
- Create location-based spec field params

Enabled users to begin typing in a search bar without clicking on it in any tile with a search bar

Added new designs for several icons on the home screen
Mark part accounts as done invoicing during invoice creation to prevent associating another invoice line with that part account in the future
Invoice Terms Payment Required to Ship option
- Warning “Payment Required” displays on the shipping dashboard for orders with these terms
- Filter Payment Required to Ship on invoicing dashboard
  Useful for Call-on-demand orders
New Sales Order setting: Is Blanket Sales Order
- Blanket SOs will not close when their line-items are closed; they can only be manually closed
- In addition, Sales Order Lines with a null quantity on a blanket order will not auto-close upon invoicing
Added 6 new insights reports:
- Processed Parts
- Rack Throughput (Analog)
- Rack Throughput (Digital)
- NCR Overview
- Shipped Parts
- Quoting Winrates
Three new domain settings
- Define “Shipped” date as bill of lading created
- Define “Shipped” date as shipment created
- Default Parts Processed Tag
Changed the definition of “Shipped” in dock to dock report
Added timestamp for “data current as of:” in both insights and reporting

When creating or editing workboard cards, a toggle switch has been added that will change whether or not the full part location path will be shown
Added a drop down in shared nodes to that automatically hides the shared nodes list
Enabled users to bulk send quotes to a customer
- Select group of quotes with common customer (should not allow multiple customers to be selected)
- Click bulk actions
- Click send email

Enabled users to see what the customer paid and what they are receiving in the payments tooltip
- Issue payment
- After success, you will see the paid and received in dollars on the tooltip

New rack type “Container”
- Add a “Containerize” process node before shipping
- Containerize any parts that are going to the same address at containerize node
- Create packing slips from containers to ship as a single unit
Loading status for shipments
- Turn on domain setting to enable loaded/unloaded status indicators on shipments
- Click the indicator or scan the relevant QR code to change status to “loaded”
- Use packing slip or container QR codes
Rack PDF template now available
- Template includes rack name, ID, and QR code by default.
- Quick-print buttons for individual racks
- Mass print for groups of racks

If you send an invoice preview via email, the contacts you select will now be selected the next time you go to send an invoice preview to that customer
“Invoice Preview” renamed to “Sales Order Acknowledgement”

Added direct-to-browser camera support to Steelhead
Allowed domain administrators to set the default position of "update defaults" when adding parts to work order, and to disable the feature to prevent use if desired
- In domain settings, under parts/processes, there are two new domain settings
- One sets the default position of "update defaults" (on or off)
- The second new domain setting disables the feature when on the add parts page

Enabled users to search customers by phone number or partial phone numbers
Enabled users to save custom configurations on insights reports
- Users don't have to re-configure the report views every time they return to them, they can just select them from the list of options created for each component
- Use the perspective viewer to configure the data as desired, then save the configuration
- Configurations can be created, overwritten, and deleted
- Each component can be reset back to saved configurations after changes

Merged Saled Order lines will now automatically be named along with the part number included on them
Removed internal notes from displaying in the customer portal
Added customer facing notes for work orders that will display in the customer portal
Added initial response deadline to Corrective Action Report CSV export
Added a Hidden Parts notification on workboards
- This will show how many parts are hidden due to filtering and hidden PN labels
Added "Part Number Label" to the filter options when in receiving
- Click on filters, then part number labels

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