Product Updates_Compiled

2025

April 2025

04/29/2025

• New "Ignore Ship Via on Invoice Export" checkbox in the QBD Integration Configuration that automatically excludes 'Ship Via' values when syncing invoices
• Added a "Dashboard Mode" in Domain settings which allows devices to refetch data and carousel at selected intervals
• Added Domain device settings which allow the ability to choose to default hide/show the sidebar in Reporting and Maintenance pages
• Added an "Export to Excel" option to the heading in Reporting
• Added a "Finalize and Send" button for drafted certs, with the option to do so at cert creation as well
• Added the ability to search Journal Entries in Accounting by number, description or amount

04/28/2025

• Added a filtering system across all Insights with filter components located directly below the title bar
  • Ability to save filters as Filter Sets to use again
    • For more info, visit the Insights Overview article
  • Reports that return 25k rows or more have pagination

04/24/2025

• In some tables, the CSV download is now limited to 2,500 rows
  • If data exceeds 2,500 rows, download each chunk separately
• Added links to customer names in four different locations in receiving and all customer drop-downs
• Added export to CSV functionality for key financial reports:
  • Balance Sheet
  • Income Statement
  • Trial Balance
  • Statement of Cash Flows
  • Journal Entries (General Ledger) / Individual Journal Entry
  • Journal Entry lines
  • Journal Detail by Account

04/22/2025

• Part Number Process Node Instructions can now be created and/or edited from the Part Number Process Composer dialog
• CSV download for paid payrolls that can be used to create journal entries in accounting integrations.

04/18/2025

• Product Groups can now be exported as a class in QBO

04/17/2025

• A Payroll Notification Banner and Payroll Status tracker has been added to the Timesheets tile on the Home Screen
  • Notification Banner will appear when the Payroll is approaching the deadline
  • Status Tracker will display the Payroll with the soonest deadline
• Added candidate bank transactions to bank-to-bank journal entries in accounting making it easier to match the transactions
• Updates made to Outsourcing - See related Documentation or video for more information.
  • Outsourcing
  • Purchase Orders
  • Vendor Shippers
  • Receiving

04/14/2025

• Added an optional description box to the Journal Entry import feature.
• Added the ability to edit invoice numbers from the invoice page
  • Only available for users with Native Accounting enabled

04/11/2025

• Added an 'Export: CSV' permission that prevents or allows users to export CSVs

04/09/2025

• Added a feature that streamlines the complex process of setting up a company for Payroll

  • Automates the migration of existing company data to Check
  • Providing a guided interface for completing required setup steps
  • Ensures all necessary payroll components are properly configured
  • Reduces manual data entry and potential errors
  • Maintains data consistency between Steelhead and Check

• Multiple additions were made involving Part Number Inventory Items

  • Inventory item vendors will now display on the Part Number Inventory page (if purchasable)
  • Set an inventory item's Low Stock Threshold and (if purchasable) create/update/delete inventory item vendors from the Part Number dialog
  • Added part number inventory items to the Inventory Management page

• Added a new 'Write: Rack' permission

  • Users must have this permission to be able to create new racks

04/08/2025

• "Restrict Clocking In/Out To Timeclock Mode" Domain setting gives the ability to force users to clock in and out through only devices set up in Timeclock Mode
  • This makes it impossible for users to clock in from anywhere other than where the Timeclock Mode device is located

March 2025

03/30/2025

• Refreshed the look and functionality of Quotes
  • New customizable quote lines that seamlessly reflect as sales order lines
  • View updated documentation: Creating a Quote and Converting a Quote to a Sales Order

03/28/2025

• Utilize custom dimension values to sync invoice/bill line items to QBD classes

03/25/2025

• Updated the scanner pop-up dialog
  • All selected racks will appear on the same dialog when recording spec measurements
  • Sensor type spec fields will appear alongside all other spec field types when recording spec measurements
• Updated layers
  • Need to have a referenced spec field, an operating referenced spec field, and a spec field that compares the referenced and operating referenced spec fields

03/24/2025

• Replaced the word 'Traveler' with 'Job Tag' across the platform

03/21/2025

• Permissions can be now added to permission groups far more easily

03/20/2025

• Removed the Legacy Dashboard in Reporting and the ability to pin custom report charts
  • Upon opening Reporting, the topmost Dashboard will default open
• Added the ability to support invoices syned with Native Accounting in Insight's Invoicing Reports

03/19/2025

• Added notifications to the Timesheets requested time off
• Added paging abilities to AR/AP Payments and Memos, Purchases, and Deposits pages in Native Accounting
• Added warnings/ notifications to the Timesheets requested time off
• Added an Email setting with a Domain level, or a User level to disable reply forwarding, for the CRM users who would like for their Steelhead communications to stay within Steelhead

03/17/2025

• Updated the interface of the Vendor Transaction page
• Added an Internal/External field to Spec Fields
  • External Specs can have both Internal and External Spec Fields, making it possible to choose which ones will default on a Cert
• Added Scanner racking to Workboards
  • 'Enable Scanner Racking' in the Workboard Settings
  • Scan the Job Tag for the parts that are ready to be racked (if no parts are ready to be racked and the Scanner Racking Setting is on, then the 'Scan Parts to Rack' will not show up)
  • Rack parts as normal or scan a rack QR code
• Improved spec measurement entry
  • Clicking the keyboard 'Enter' key now works for every type of spec entry
  • Refocusing on an entry field to measure again is now more efficient

03/12/2025

• Added Super Rack columns to the Processed Parts and Rack Throughput (Digital) insights in Reporting

03/11/2025

• Native Accounting automatically creates reversing journal entries on voided checks and voided/archived bills

03/10/2025

• New "Spec Measurements" Insights report in Reporting along with a few other Reporting updates
  • Shows the first 100,000 spec value parts transfer accounts made within the selected date range
    • Included, but not provided in the default view, are a few context columns that may be configured: WO labels, WO completed at date, SO closed at date, shipping status
  • Added WO Labels column to Processed Parts insight report
  • Added Sensor (name) column to Maintenance Events insight report
• Add a new Spec Field type: Manual Timer
  • Allows spec timers to be entered manually rather than by starting/stopping them
  • Set the units of time to be recorded through the 'Manual Timer Settings' domain setting
• New "Vendor Transactions" page found under A/P in Accounting
  • Table displays Bills, Payments, Purchases, and Memos

03/09/2025

• By clicking into 'Archive BOM Item' or 'Archive Multiple BOM Items' you now have the option to exit parts off of their Work Order when archiving a BOM item on a Sales Order
  • Also allows for the option to remove Sales Order Lines where the archived item is the only associated part

03/07/2025

• Coupons can now be tracked
  • Feature must be enabled by Steelhead Support
  • Coupons are versions of Part Numbers that can be added to a rack and undergo the same process as the racked parts
  • When coupons are added to a rack, new coupon Work Orders are created
  • 'Drives Coupons' checkbox on a spec parameter determine which spec measurements are tied to coupons
  • Coupon Work Orders can be filtered on the main Work Orders table

03/05/2025

• Added Power Scheduling
  • Enable the Domain Setting "Power Tools: Enable Custom Scheduling Logic"
  • On a schedule board, use the Power Tools to create a custom logic for manipulating schedules (user must know TypeScript)
  • Once a logic is ready, click the "Run Power Tools" button in order for the schedule to adjust based on the custom logic
• Restyled the Tags and Units pages, making them more organized
  • Added a searchable table with pagination
  • 'Order By' options
  • Ability to configure columns

03/01/2025

• Updated the appearance of Audit Logs for a better understanding of changes

February 2025

02/25/2025

• Updated Native Accounting A/P memos
  • Ability to use a single memo to pay for multiple bills, or use multiple memos to pay for a single bill

02/21/2025

• Updated Native Accounting A/R memos
  • Ability to use a single memo to pay for multiple invoices, or use multiple memos to pay for a single invoice

02/19/2025

• Added the ability to paste from Excel into Journal Entries
• Multiple email additions and adjustments were made
  • Added an email setting that will filter contacts by address
    • Contacts will need to have an address in order to be auto-selected in the dialog
    • Billing address for invoices
    • Shipping address for shipping
  • Added a shipping email setting that allows for the ability to finalize and send packing slips with one click
  • Added an email setting for the inclusion of "Purchase Orders Included" for the following email types Invoice, Quality Hold, NCR and RMA
  • Added Email Settings link on Send Email dialog
  • Added toggle in email settings to maintain email status across packing slip stages
  • Moved Attach PDF domain settings to email settings
  • Allowed for Cert PDFs to be directly attached to Cert Report emails

02/18/25

• Added the ability to search for cuts and mixtures through the global search bar

02/14/25

• Added a new 'Show/Hide Composed Processes' toggle when composing a Part Number process
  • When enabled, users can search for composed processes in the dropdown; when disabled, composed processes will not appear
  • Additionally, a new 'View Composed' toggle has been added to the Processes tile
• New 'Select All Paged Customer's Quotes' button
  • This will automatically select all other quotes on the same page that belong to the same customer
• Added the ability to filter by multiple labels in watchtower

02/11/2025

• Added a yellow button on Workboards that allows a user to view a Work Order Review when parts are grouped by Work Order and a sign-off is needed
• Added an email setting to include the user name in the email sender name
• Added a User time off audit history, so many users can see who and when approved/rejected time off

02/10/2025

• Improvements to Email dialog
  • Set default messages for each email type
  • Add external attachments to any email
  • Re-use previous contacts for that email type per customer
• Added features for CRM
  • Steelhead email inbox
  • Email threads for easy organization
  • Email history for easy access to replies for each email type

02/07/2025

• Added date filters to the Bills table

02/06/2025

• Added date filters to the Bills table
• Added Price column to the Prioritization and Schedules table
• Added Employment Records and History

02/04/2025

• Created new Domain setting 'Invoice Date From Invoice Node'
  • When enabled, the date of the most recent part transfer into/past the invoicing node will pull into the 'Invoiced At' field on an invoice### 01/31/2025
• Added the Product filter to the Sales Order page
• Updated the Processes table

January 2025

01/30/2025

• Allows users to cascade their PN/Recipe Node files and descriptions to their process nodes, and vice versa
  • Also added the ability to cascade to other occurrences within the recipe/process
• Added a minimum effective param range on Spec Fields
  • Applies to Spec Field types Number, Sensor Number, and Timer
  • A value can be set which will prevent associated params to be made with ranges lower than the minimum
  • The minimum range is considered when racking multiple parts, by checking that the combined param ranges are not lower than the minimum effective param range
• Added the Product filter to the Sales Order page
• New Domain Setting (Enable Create Multiple Part Numbers) that allows for multiple part numbers to be created and customized from the Add Parts Table on a Sales Order
  • Ability to customize specs, process (including opt in/out and treatment selection), Part Number name, pricing, quantity, description, etc
• Moved the Trucks, Carriers, and Ship Methods Pages to Configuration section of the Shipping Page
• Introduced Layers
  • This feature adds a table input to compare part measurements across nodes and calculate differences
  • Introduces a new Geometry Type Spec Field Properties page for creating, editing, and archiving SF properties within the Geometry Type

01/28/2025

• Added the option to filter Scanner Workboard rack next station by location using the set device location
  • Also added the device locations gear icon on mobile devices on the Scanner Workboards

01/24/2025

• Added a Print Job Tags option for Racks on a Workboard card
• Cutting and Casting is available for those who have purchased the features
  • Assemblies and manufacturing trees have been improved
  • "Part Transforms" is now "Assemblies"
  • Cutting and Casting tiles were added
  • Multiple sections on each page, displaying cuts/casts to be worked on, being worked on, completed, etc.
  • Mixtures can be created for casting
  • Assemblies now can only have an output of one part (it is considered a cut if there is more than one output part)

01/22/2025

• Description and instruction markdown now helps with text customization
  • Ability to easily bold, italicize, strikethrough, make a header, insert a link
  • Includes a guide for Markdown with additional instructions for text customization
• Racking parts and assembling racks now considers the spec field params on the parts
  • This applies to Number, Sensor Number, and Timer spec fields
  • If the parts have a matching param, but the minimum/maximum ranges do not overlap, the parts cannot be racked together

01/20/2025

• Added the ability to have two spec field timers auto-start at the same time
• Enabled the ability to create unique Part Number Instructions for each occurrence of a node within a process

01/17/2025

• Added an indicator icon for Go-To Parent nodes within a Process Tree
• Added departments to timesheets for easy access
  • It was previously only accessible from Schedules
• Ability to add Custom Inputs to customer addresses
  • These custom inputs are visible on the create packing slip and create invoice dialogs
• Simplified navigation of the Contract Review tile
• Added multiple icons to the Recipe Tree within Contract and Work Order Reviews
  • Auto-complete node
  • Go-To Parent node
  • Shipping node
  • Staging node

01/16/2025

• New side-bar layout for the Treatments page
  • Additionally, 'Custom Inputs' is now a configurable column on the Treatments table

01/15/2025

• Added version tracking to saved report queries
  • New version is created if the query has been changed
  • Ability to compare versions with difference highlighting & restore previous versions
• Day column added to Timesheet Segments
  • Additionally, added user avatar to the table

01/09/2025

• Added the Truck filter to the Trucking dashboard
• Added metal exchange rates to display under the main Steelhead banner
  • Need feature bundle: Inventory
  • Also added the ability for Admin to select the domain home currency in Domain Settings, in order to have accurate metal exchange rates
• Moved the native refresh button to the Steelhead header
  • Allows a user to refresh their page from any scroll position
• New layout for the Steelhead Homepage
  • Includes key company statistics
  • Viewing of tiles and statistics is tied to related permissions
• Added the ability to create Semimonthly pay schedules
  • Approval of overtime is required on a weekly basis

01/07/2025

• Added the ability to filter by Truck in Shipping
• Added the ability to select and download invoices for multiple customers at once
  • Included a "Select All" button that will select all invoices on that current page
• Added the option to select a semi-monthly pay schedule

01/05/2025

• Added a back arrow on the Scan QR Code page

01/04/2025

• Added a date range filter to Insights and Custom Reports, with preset ranges and the option to customize (Note: This feature must be enabled for each custom report and the report query must be edited)

2024

December 2024

12/27/2024

• Customer portal requiring authentication is now available

12/23/2024

• Added the ability to connect quoted lines to existing Sales Order parts
• Added customer custom inputs to the Packing Slip page

12/18/2024

• Update to page view on Stations
  • Added a new collapsable side panel menu to allow quicker access to station features

12/13/2024

• Insights and Custom Reports were consolidated into the Reporting tile
  • Create, edit, and personalize dashboards
  • Organize dashboards in dashboard folders
  • Set default report configurations
  • Control which users see each Insight report using permissions
  • Customize report descriptions for other users to easily understand each report

12/12/2024

• Adds the user ability to assign labels to a customer & updated the customers page with the SH sidebar and tabs
  • Customer labels on: Quote, Customer page, Customers Table, Sales Order, Work Order, Carrier, Shipping: Packing Slips and Bills of Lading, Watchtower, Workboards, Work Parts Info, and Invoicing
• When creating/editing a treatment group you can now select/deselect as many stations as necessary to be able to assign/remove multiple stations from a treatment group at once
• Ability to expand/collapse all files in the Upload Files tile

12/05/2024

• Customer Portal now has "Part View" on the Customer Portal Work Order page
  • Lists all active parts individually
  • Part Progress is easily accessible when the 'View Progress' Customer Portal permission is enabled

12/04/2024

• Added a feature that allows the use of process composer when choosing a process for part transforms
  • Process composer has been modified to create non-auto-complete processes inside the part transforms page
• Added the ability to add/change Spec Field Parameters to multiple active Part Numbers at once using the new "Active Parts on Work Orders" table located at the bottom of a Spec Field Assignment page

12/03/2024

• Work Order Review is available in the Contract Review tile
  • All Part Numbers on a Work Order can be reviewed on a single page, rather than on individual Contract Review pages
  • Work Order Review Contract Sign Offs apply to all parts on the Work Order
• The look of Contract Review was adjusted in a few areas

12/02/2024

• Added the "Join Lines" and "Flat Price Lines" buttons to the Sales Order page
  • "Join Lines" creates one Sales Order Line with multiple Sales Order Line Items
  • "Flat Price Lines" (essentially the old "Merge Lines") creates one Sales Order Line with one Sales Order Line Item
• Added the ability to receive parts directly into containers
• Labels can be added to racks
• Advanced rack movement
  • 'Enable Advanced Rack Transfers' Domain Setting
  • Allows adjusting part count on rack movement
  • Allows unracking and moving parts in one step

November 2024

11/25/2024

• Added checkHQ payroll components to Timesheets
• Improved Timesheets UI/UX
• Added new user permissions
  • ADMIN: PAYROLL
  • READ: PAYROLL
  • WRITE: PAYROLL

11/22/2024

• Added Workboard Swipes to improve use for operators
  • On a touch screen: swipe right to move Parts and Racks to the next node, or swipe left to open the Work Parts/Racks dialog
  • On a computer: click, drag right or left, release
  • The Move Parts dialog will open up for the following instances:
    • Racks/Parts that require Spec measurements before stepping
    • Parts that are failing Contract Review
    • Parts are being racked or unracked
    • Parts have no selected Treatment or Station

11/20/2024

• Updated "Geometry Types" by adding dimensions, a copy function, and a new endpoint for saving
  • Dimensions were also added to Part Numbers
• A Specifications column has been added to the Unscheduled Tasks table in Schedules
  • This column can be filtered out by Spec Field or Parameter name, or by numerical or time value or range
  • To see Specifications in the column, Schedule by Field must be selected when creating or editing a Spec Field

11/19/2024

• Improved the search tool within the Integration tile, making it easier to search for and find items

11/17/2024

• Added a permission requirement "Read: Sales Orders" to view Sales Order files in the All Files dialog on a Work Order
• Enabled users to access "Watch Tower Sales Order Columns Display" and easily sort columns in ascending or descending order by clicking the column title
• Updated the Prioritization landing page
  • Displays a table showing all Stations, Global Priority, and sortable columns
    • Each row displays the number of prioritized/unprioritized Parts, details about the most recent update, who edited it, and a green highlight that extends across the row showing the percent of Parts prioritized
    • Click on the column header to sort by that column, click again to switch from ascending to descending
• Ability to easily remind customers of expired Quotes
  • Filter the Quotes table by "Quote Status: Needs Reminder"
    • This filter includes Quotes that are past their set Follow Up date
  • Use "Reminder Message" toggle when sending a Quote more than once
    • Your last reminder message will be stored as the default message
• Improved purchasing Part Number Inventory Items with multiple units
  • Received Goods with different units are converted to individual Part counts, allowing the Part Number Inventory to remain consistent

11/15/2024

• Update to Spec Supersessions to make them more flexible
  • Perform supersession immediately upon revising a Spec
  • Ability to use superseded Specs
  • Ability to keep copied Part Number/Treatment when copying to resolve supersession
  • Ability to manage all Part Number/Treatment Specs when copying to resolve supersession
  • Ability to manage process when copying Part Number to resolve supersession, when there is a need to replace a sub-process node due to the change in Specs and/or the process on the part number was composed already

11/14/2024

• Update to page view on Shipping and Racks dashboards
  • New side panel menu, collapsable by clicking on the Hamburger menu
• Added an Export CSV button on Prices Dashboard

11/10/2024

• Enabled users to associate Labels with a list of entities
  • This includes the ability to add Labels to Specs
  • Edit an existing Label on the Labels page (found in Domain Settings) or create a Label in any of the places where you can create a Label
    • In the new Associated Entities selector, add or remove entities from the selection
  • Note: Removing an entity from a Label will not remove the Label from any objects, instead it will simply no longer be available to add

11/09/2024

• Users can now select a Treatment while moving parts if the Treatment selection was left blank
• Users are now prompted to add Treatments prior to racking if Treatments are missing
• Added Part Priority numbers on Super Workboards

11/08/2024

• Updated the cascade functionality for Specs, Spec fields, and Spec field specs to be more efficient
• Users can now see archived Spec field specs on Work Order Specs, as long as Params exist for that Spec field spec
  • Create a Spec
  • Apply Spec fields and Params
  • Add to a Part Number and Work Order
  • Take values against a Spec field on the Spec
  • Archive a Spec field from the Spec and return to the Work Order
  • Users can view the data in Work Order Specs, Spec results, and Certs on that Work Order

11/07/2024

• Added a tooltip for the Accounting Integration Config action name
• Added a new Customer Success Center tile which opens a slide-out panel. With this new feature, users have the ability to:
  • See their Customer Success Manager and Sales Representative information
  • Quickly search the Docs site to find answers to Steelhead questions
  • Easily put in a Support Ticket
  • Give Steelhead feedback on how we can serve you better

11/06/2024

• “Write Financials” permissions are no longer needed for editing Part Number unit conversions
  • The “Read Part Numbers” permission will be used instead
    • Create a Part Number with a unit conversion
    • Add the Part Number to a Sales Order using that unit conversion
    • View the part on a Workboard without WRITE_FINANCIALS permission, but with READ_PART_NUMBERS permission
• Sales Order files are now visible in Contract Review
• From the “Split Received Batch” screen you can now:
  • Select and use Template Part Numbers
  • Edit Part Numbers
  • See Specs on Part Numbers

11/02/2024

• Added a “Divide Equally” button on the Rack to Multiple page
• There is now a timer Auto Start/Stop functionality that you can use when editing a Spec field
  • Spec Timers won’t need to be stopped manually every time you move parts

11/01/2024

• Several updates have been made to Steelhead Chat
  • Floating page channels have titles that are linked to the associated Steelhead page
    • Example: If Quote #123 channel is open, click the channel title to navigate to Quote #123
  • A user's currently opened page channels display in the 'Other Channels' section of the main Chat page
    • Ability to click on the 'Go to' icon to quickly access the associated Steelhead page
  • When a user is mentioned in a page channel, the channel is automatically pinned under 'Pinned Channels' for that user

October 2024

10/31/2024

• Added a button to delete a unit conversion

10/26/2024

• Enabled users to set non-linear sampling rates for their Params
  • These are based on minimum and maximum batch sizes
  • This should allow for more flexibility for sampling
• How to use this feature
  • Go to the Specs page
  • Click the Sampling link
  • Add new Sample set
  • Go back to Specs page
  • Create a Spec and apply some Number Spec fields
  • Apply your desired Params and choose the new Sample set
  • Apply Spec and Params to Part Number or Treatment
  • Create Sales Orders
  • Add parts to a Work Order
  • Step through to where the Param is
  • Notice Sampling requirements

10/25/2024

• In the Maintenance dashboard, dedicated QR codes can now be printed for equipment
  • Open Equipment page or Equipment Type page
  • Click Create QR Code

10/24/2024

• Work Order Count will now be shown in the Workboard Card title
• Enabled users to make edits to the Process Node, Location, and Geometry Type Spec Field for existing Parameters within a Part Number and a Work Order
• Added numerous chat enhancements, including
  • Inline chat popup
  • Linked chat channels
  • Link Current Page button
  • Formatting bar
  • Pinned channels
  • Archived channels
  • Main channel list

10/23/2024

• Enabled users to select Stations to prioritize Parts by
  • The table on the Stations page has a new column labelled 'Prioritizeable' which displays a checkbox
  • To set a Station as Prioritizeable, click the checkbox
  • New 'Prioritizeable' field with a checkbox added to the New Station dialog box
  • On an individual Station's page, there is a new 'Prioritizeable' field with a checkbox
• Enabled users to set a Spec field on a Spec to require a matching Geometry type Spec field on a Part Number in order to add it
  • Create a Spec
  • Add your Spec fields, at least one of which has the RequiresGeometryType boolean set to True
  • Create a Geometry type and add the Spec field you created which requires a Geometry type
  • Create a Part Number with a Geometry type and add the Spec there also

10/22/2024

• Added the ability to select a user when putting Billed Time on a Work Order
• Enabled users to edit a Recipe Tree directly from the Work Orders table on the Sales Order page

10/19/2024

• Added the ability to update Part locations on every Part Transfer
• Added Part Groups to the Global Priorities list
  • Allows users to separately prioritize groups of Parts on a Work Order
• Added a Select Similar button to the Ready to Ship and Packing Slip Draft sections on the Shipping dashboard
  • To use Select Similar in Ready to Ship:
    • Move containers into Ready for Shipping
    • From the Containers tab of Ready to Ship:
      • Select a Container
      • Click Select Similar
      • Other Containers that have the same Customer will also be selected
  • To use Select Similar in Packing Slip Drafts:
    • Select a Packing Slip
    • Click Select Similar
    • Other Packing Slips with the same Customer, Ship To, Bill To, and Customer Contact will also be selected
• Added new columns to Insight Reports, including:
  • “Week Of” column on most reports
  • “Customer” column on Invoices by Product
  • “Customer Created At” column on Sales by Customer

10/18/2024

• When racking parts, up to 50 rack options will load as suggestions
  • Use Search to find a rack that didn't populate
• Added filter-sensitive CSV export ability to Inventory items
  • To use this feature, apply desired filters and click the Export button

10/17/2024

• Updated the color of the bubble alert to green when the Spec measurements already recorded equal the Total Measurements required in order to move parts

10/15/2024

• Altered the shading contrast between for Passing and Failing in Contract Review
  • Yellow if Incomplete
  • Red if any Contract Sign-Off is Failing
  • Green if all Contract Sign-Offs are Passing

10/12/2024

• Added a domain setting to enable and disable Workboard Labels
  • With this setting, labels can be used to assign users to Workboards and Workboard Folders
  • Similar to the Workboard Cards they are on, you can hide labels from unauthorized users

10/11/2024

• Added an Auto Apply toggle for Sensor measurements when creating a Spec field
  • When a user transfers parts and there are still valid Sensor measurements, it will apply those measurements to the parts
  • When a Sensor measurement is taken, it will create a Spec field param value for the measurement for all Auto Apply Spec fields
  • It will then link the part transfer accounts of any Spec field params where the Sensor Valid Duration makes the Sensor measurement still valid
  • For an example, if one-at-a-time is false, and if the Spec field param must be "passing," then the Sensor measurement must also be "passing"
  • How to use this feature:
    • Create Spec fields linked to a Sensor type
    • Create sensor(s) at a given Station or location and set Auto Apply to True
    • Create Spec field params that use the Sensors
    • Add the Specs to parts
    • Create a Sensor measurement
    • Observe that the measurement was applied to all applicable parts
    • Move parts with applicable Spec field params into the station and observe that the measurement was applied to those parts

10/09/2024

• Added a “Search Modules” bar near the top of the Homepage
  • This allows you to easily locate tiles on the Homepage
• When selecting Specs to import Params from, it now displays the top 50 related Spec options
  • Open a Spec
  • Click + New Spec Field
  • Choose the field being added to spec
  • Select or search a Spec to import Params from

10/08/2024

• Added Vendor Item name into power invoicing and power quoting

10/05/2024

• Added specified minimum, target, and maximum times for Timer spec params to the Spec Summary dialog
• Enabled users to edit the minimum, target, and maximum times for Timer spec params on the Spec Summary dialog
  • Find a spec that has associated params that are the timer type
  • View Spec Summary dialog
  • Scroll and expand the params
  • View the associated minimum, target, and maximum times
  • Edit the minimum, target, and maximum times
• Added a warning to the Sales Orders page when the number of Parts in Production is greater than the Max Count on a blanket sales order
• Added the ability to view the Spec Summary dialog for the specific spec on the Customize Values dialog when creating a cert
• Added the ability to Select All and Deselect All spec fields on the Customize Values dialog when creating a cert
• Added a button on Workboards to scan a Work Order Job Tag to auto open/filter the parts on the Workboard
  • This will assist users in finding parts on crowded Workboards
  • If the QR code only matches ONE part on the Workboard, then the Work Parts page will auto open
  • If the QR code matches multiple parts, then the Workboard will be filtered to show only those parts

10/04/2024

• A warning icon will show up beside ‘Ship Via’ when creating an invoice for a part that has multiple shipping methods, and the user will be prompted to choose a method
• Updates to several areas of the Contact Review Interface:
  • Added a 'Contract Review' title to the top of the dialog
  • Added a tooltip next to ‘Recipe Tree’ containing information about moving through the tree using keyboard commands
  • Decreased size of the buttons for Edit Specs, Edit Work Order Recipe, and Edit Power Tools
  • New color-coded changes to the ‘Contract Sign Offs’ box:
    • If all Contract Reviews are signed, but one or more are failing, the box will turn light red
    • If all Contract Reviews are signed and passing, the box will turn light green
    • If any Contract Review is not signed off, the box will be light yellow
• Added part number geometries and part number geometry spec field params
  • Go to the part numbers page
  • Click the geometry types icon in the upper right-hand corner
  • Create a geometry type
  • Add spec fields to the geometry type
  • Choose a part number and set its geometry type

10/03/2024

• Added the ability to select multiple parts on a Workboard card and assign them to a location### 09/27/2024
• Moved Part Number user files to the All Files dialog
  • Changed display of some files to show file name instead of ID

September 2024

09/23/2024

• The receiving dashboard will now refresh when a received Batch is split
• Added a domain setting to allow users to email a Purchase Order as an attachment rather than a link

09/20/2024

• Many improvements were made to Specs and Certs
  • Certification at a Part Account level is now supported
  • Allows for more in-depth certification
  • Cert creation has been made more efficient with less buttons to click
  • The Spec Results page on Work Orders has been reorganized
  • New button has been added to Split and Reallocate spec measurements
  • Ability to certify Part Accounts straight from the Work Order page when parts are in process
  • "Collect Additional" measurements on a Part Account dialog box has been updated
  • If a Part Account has not been to a node, creating additional measurements requires creating a “stranded part account”
  • When resolving Failed Spec Measurements, the Resolution Comment now applies to ALL parts at once, rather than a unique comment for each part.

09/19/2024

• Added a link onto Sales Orders and Work Orders to the All Files dialog
  • This will show files for associated SO, WO, quote, invoice, receiver, BOL, packing slip, and spec field files in the same menu
• Enabled users to enter Spec measurements for multiple parts on one panel
• Enabled users to temporarily group parts on a Workboard Card and enter measurements for all parts that need measurements
  • 1. Find/Create a Workboard
  • 2. Find/Add a Card with numerous parts that have Spec requirements at this stage
  • 3. Select either Group Like Parts or Toggle Multiselect on the Card or in Global Filters
  • 4. Observe that the parts are now in collapsed drop-downs with one at the top that says: "More Measurements Required"
  • 5. Click on the "Enter Specs" button
  • 6. Enter the Spec measurements for the parts. Once you close the panel, the parts should be moved into other groupings and be ready to move
  • Repeat steps 1-4
  • 7. Use the multi-select toggle to select multiple parts
  • 8. Click on the "Enter Specs" button in the red section at the top of the Card
  • Repeat steps 6-7
• Enabled users to see a summary overview for individual Specs
  • When a user is looking for all the information associated with a Spec, they are able to see it all condensed in one place
  • Information displayed in this dialog includes:
    • Spec name, revision #
    • active or archived
    • external description
    • internal or external type
    • custom inputs
    • internal description
    • associated part numbers
    • associated treatments
    • process definition: opt-in/opt-outs, associated spec fields and their associated spec params and process definitions
  • Steps to use this feature:
    • Select the Spec tile on the Homepage under the Configuration section
    • Select a Spec Number from the list
    • Click the three dots in the upper right corner
    • Select Spec Summary

09/18/2024

• Added an “Upload Part Numbers File” link to the top right side of the Part Numbers page to avoid scrolling all the way to the bottom of the page
• Enabled users to select Tags in the Create or Edit Workboard Card dialog and to view a list of associated Process Nodes
• Select nodes to associate them by Tag to the Workboard Card

09/16/2024

• Added two new warning messages to all Move Parts menus when trying to move Unracked parts out of a Racking node
• Added Rack Parts button to all Move Parts dialogs, so users can rack the parts easily
  • Move parts into a Racking node
  • Try to move the same parts out of the Racking node
  • You should see two warnings before being able to move the parts out of the Racking node
• Users can now copy default Spec parameters over to a new Spec along with a Spec Field
• Updates to the Shipping dashboard to improve efficiency
  • Enable the domain setting "Use Loading for Shipments"
  • Create a Shipment and add packing slips
  • Open the Load Shipment dialog
    • Added ability to scan a packing slip or container on a packing slip to add it to shipment
    • Ability to mark/unmark packing slips as Loaded
  • Open the Edit Shipment dialog to search for and add packing slips to the shipment
• Enabled many packing slips to be finalized at once if they share the same billing address, shipping address, and customer contact
  • Select packing slips and click the Finalize button

09/13/2024

• Enabled users to see statuses of parts on the Outsourcing dashboard that are awaiting PO and awaiting shipper

09/12/2024

• Enabled users to assign spec field params to specific nodes on the spec default process
• Collapse/Expand All button was added to workboard cards
  • Button will display if Group Like Parts or Toggle Multiselect on a workboard card is being used
  • Collapsed drop-downs have titles that correctly represent the contents of each group
  • When you expand a drop-down, all the parts in the group will display
• Enabled users to make claims against items on purchase orders
  • Allows attaching sales order part numbers to purchase orders
  • Allows users to view who they were purchasing their inventory for
  • Can assist with margins and costing
  • Steps to use this feature:
    • Select a purchase order with an inventory item
    • Click the Add/Edit Claims icon in the Actions column of the item
    • From the claims dialog, you can add or edit claims
    • Inventory alert banner on sales order/work order page includes claim details
    • When a PO is received, claims can be fulfilled at a container level
    • Toggle switch to close claim, this cannot be undone
    • Claims can be fulfilled partially in multiple containers
• Moved the display Sales Order files to make the Sales Order layout more organized
• Added a file upload option to the top of Sales Orders and Quotes
  • In top right corner, click the three dots to find the option

09/10/2024

• Added revision numbers to specs on both the add parts table and the Quote parts table
• Added a link from the PO page to the Receiving page
• Added a confirmation for adding parts to a sales order with missing treatment information
• Added a button on the sales order page that is used for adding parts to work order, and adds some UI cleanup and displays current part counts
• Added 'Inventory Usage: Predicted vs. Actual' report to insights that allows comparison of predicted inventory usage and inventory depletions
  • Make Part Transfers through nodes that have inventory item treatments associated with parts that have predicted inventory usage set for that treatment
  • Deplete inventory on work orders that shares the inventory item treatment
  • See how your predictions/reality match up and ability to adjust predictions for future use
• Added filters for “Sync Status” to the list of filters on the Bills page

09/09/2024

• Added inventory item description and inventory type as a tooltip on the inventory item on a PO
  • Hover mouse curser over the inventory type

09/04/2024

• Enabled users to easily filter Parts between Tags and filter by Routed parts in Prioritization
  • New "Workflow Control" button on the Schedule Board page and Station page
  • This can be helpful if you want to only schedule parts that are routed
  • Tags can be set up on process nodes### 08/29/2024
• Added archive/void to V4 integrations
• When a packing slip becomes finalized but not signed, you still have the option to go back and edit your PDF by clicking the Regenerate PDF button
• Boolean Spec Measurements now have a Pass/Fail button instead of a checkbox
• Enabled users to view if an email has been sent for a Purchase Order
  • They may also email POs from the Outsourcing screen
• Enabled users to search for Parts with empty/blank location in Watch Tower
  • In Watch Tower - click Filters, Part Locations (not Sales Orders)
  • A new 'No Location' filter checkbox will display
• Added the ability to add Specs and Params to the Work Order from the Recipe Composer. This lets you resolve errors in Specs and Recipes at the same time when using spec-driven processing.
  • Go to a Work Order
  • Add a Node and choose a Spec
  • Select Child Specs to add their processes as well
  • Fill out Treatment selections
  • Choose to add the Spec to the Part Numbers on the Work Order
  • Choose the Part Numbers you'd like to add, and add the Spec to them
  • Save Recipe changes
  • View Specs for all Part Numbers you adjusted

August 2024

08/21/2024

• A message asking if you are sure you would like to delete will now appear when you try to archive a Priority Version in Prioritization
• Added a domain setting to enable Invoicing for Shipments
  • There is also a corresponding Shipping tab on the Invoicing dashboard

08/20/2024

• Added location and Batch Name/Lot # columns to existing Inventory reports
• Added Invoice Reconciliation report to Insights
  • This allows users to see all Inventory Transfer history

08/19/2024

• Added a CSV export button to the vendors page
• Users may now add new part number work orders onto existing purchase orders in the outsourcing menu
• Enabled users to select all racks in the Work Parts/Racks slide out panel.
  • Move multiple racks with parts on them to a racking node
  • In the Work Racks slide out panel, find the 'Racks Ready To Be Assembled' section
  • Select the Select All button underneath the table to select All Available Racks

08/15/2024

• Added an info popup menu to Sales Order Lines to display links for Part Number and Work Order

08/14/2024

• When creating an invoice, Sales Tax will be pulled in from the default Ship To address, if there is one.

08/13/2024

• Inventory Insights

  • New Expiration Date column on Inventory Reports in Insights (Inventory Over Time and Inventory on Hand).

• Invoiced margins for a Sales Order will now be logged and displayed

  • You can find these shown in the Sales Order margins

08/09/2024

• Enabled users to create a packing slip per container on the create packing slip dialog
  • Have containers in ready for shipping
  • Select containers, click Create to create packing slip
  • Click 'Save Multiple' on the create packing slip dialog

08/08/2024

• Sales Order Audit Log Includes Timestamp
  After closing a Sales Order Line Item, a timestamp within the Audit Log will show the date and time it was closed, giving a more comprehensive line item history.
• New domain setting: "Timesheets Rounding"
  • Able to set time frames in which clock in/out times can be rounded to match scheduled shifts
  • Authorized users can round everyone's time segments together or individually
• History of Time segments
  • There is now a historical look up of all changes made to time segments
  • Ability to archive/unarchive time segment history
• Enabled spec field params to be distinct per process node occurrence, making differing params on shared node possible:
  • Create a part number with a default process from either itself or spec driven processing
  • Add specs and specify which process nodes the params go on
  • Create a sales order and add the part number to the work order
  • View the specs on the work order
  • Edit a part number and manage specs
  • Edit a part number and compose a process using specs with spec driven processing
• Accounting Integrations for Quick Books Online will now be viewed by clicking a bank icon instead of an ID number
  • This will load a menu where many integration settings can be accessed directly from the Steelhead program itself

08/07/2024

• Added CSV export button to the bills page
• You can now update part number units without the "Write: Financials" permission
• Added blanket SO to SO columns as well as filtering by blanket SO
• NCR Overview received a dump of custom inputs to increase utility
• Added "Invoice Date" column to the Bills table
• Future station priorities will show on workboard cards without assigned stations
• Comments on part transfers can now be edited
• Updated the watchtower viewing options to show tabs for each saved filter at the top of the screen
• Replaced the sales order blanket description with a Steelhead green banner
  • This will notify users that the sales order is a blanket sales order
• Maintenance was updated for a better user experience
  • Added columns to the Equipment page
  • Added "Equipment Stations" column to Active Maintenance Events and Recurring Maintenance tables
  • "Complete Multiple Nodes" button is now in more convenient spot

08/01/2024

• Notifies users on the Shipping dashboard whether or not a payment has been received prior to shipping
  • These notifications only apply to Sales Orders that have COD terms
• Added part number description and custom inputs to instructions page in scanner work boards
  • The custom inputs are defaulted to 'hidden' with an arrow drop-down to conserve some space on the page
  • Neither should show if they are empty/ not configured

July 2024

07/31/2024

• Enabled users in receiving to print off a list of part batches with one click in the ‘Receive Parts from Customer’ dialog, instead of saving and manually printing off each 'part number batch' PDF
• Updated input handlers in various components, to replace non-digit characters, ensuring accurate data entry
  • The main notable effect of this is that you can no longer input negative values on the part transfer billed time dialog

07/30/2024

• Billing status switch on the Purchase Order search menu will now default to “open”
  • An option for showing “All” within the chosen status has also been added

07/29/2024

• Added a space to enter a Customer Facing PN Description that customers can view in their customer portal
• You can now attach user files to Bills of Lading
  • Enables adding, editing and moving user files attached to Bills of Lading
  • Has the same functionality as other user files and shows in 'Uploaded Files' page along with the bill of ladings (and BoL on shipping dashboard) page
  • There is also the ability to click a checkbox to attach the file(s) to an email

07/28/2024

• Enabled selection of payroll start time to payroll period
  • Enabled filtering by team from timesheet segments and payroll report

07/26/2024

• Stations that users have selected with remain selected when the scheduling page is refreshed
• Enabled users to change multiple parts' location
• Added Part Group, Recipe, Station, Rack column to the Work Order Parts table on Location page
• Added ability to group parts by location on workboard card
• Added ability to assign location to parts that are grouped by location and/or moveable forward on workboard card
• Added ability to assign location to different work order parts on a rack
• Added QR code scanning capabilities on the move parts dialog from workboard

07/25/2024

• Added “Process” as a filtering option on workboards

07/23/2024

• Multiple updates to invoicing by packing slip
  • Packing Slip tab in Invoicing:
    • Packing slips cannot be invoiced for when there are no open sales order line items
    • Added unpriced parts (will only appear if other lines on the packing slip are open)
  • All Packing Slips page:
    • Added filters to allow better insight into part invoicing status
    • Created part invoicing status dialog to move packing slip part accounts to done/not done invoicing
  • Part Accounts Page:
    • Added a Related Invoices section

07/20/2024

• A column for processes has been added to the “All Quality Holds” page
• Timesheets and Payroll updates
  • Approve payroll from payroll report
  • Labor Codes have replaced product codes and the related domain setting was removed
  • Create shifts and define the typical hours worked
  • Create user schedules

07/18/2024

• Enabled users to add comments on sensor measurements
• Added treatment group to invoice line item directly based on defaults set in new domain setting toggle
• Added ability to copy part number prices
  • Making a template part one-off does not auto-archive
  • You can also select prices to copy, and copy customer

07/17/2024

• New setting for racks processed tag
  • The time a rack is considered processed may differ from when parts are considered processed depending on workflows, this allows for distinct points to be defined
  • Rack Throughput reports now use this setting instead of parts processed tag
    • Create tag or use existing tag to set as the rack processed tag
    • In insights settings, select it in the corresponding drop-down
    • Tag recipe node with the racks processed tag
    • View rack throughput reports

07/16/2024

• Default Timezone domain setting suggests your browser's timezone
• Enabled users to upload multiple files at the same time
  • Currently this works for Quotes, Quote Part Number, Work Orders, Sales Orders, Part Numbers, Inventory Items, and File Manager

07/15/2024

• Purchase orders will now appear in global search results
• Enabled purchase orders to be exported in CSV format

07/12/2024

• Added buttons to switch between active and non-active work orders on each SO page
• Domain settings for Insights will now be found directly in the Insights page
  • They can be accessed by selecting the gear icon on the top right

07/11/2024

• Enabled users to print quote PDFs directly from the quote page
• Rework certs can now be made for rework work orders that have finished their rework
• User counts will be tracked
  • If a domain exceeds the contracted user counts, they will be notified that they will be up charged

07/10/2024

• Added “Invoiced At” and “Due Date” to all invoices
• Sales tax is now editable on invoices
• Added Receiver PDF, a document that can display information related to the receiver/received batches
  • Signable & emailable
  • Usable as a Statement of Repairs
  • Includes images attached to receiver
  • Access it through:
    • Receiver page
    • Sales Order documents
    • Packing slip (when domain setting is on)
• Enabled users to update the default part price of a whole batch at once
  • From quotes, select a quote
  • Click the popover menu to the right of "Move Stage/Request Changes"
  • Select set prices as defaults
  • From there, unselect part numbers that you would not like to update default pricing on, and then click update defaults to make the change
• Users will be alerted if they have a recurring maintenance plan due for maintenance
• Rows on the maintenance dashboard will be green if a recurring maintenance plan has an associated active maintenance event
• Active maintenance events will now be listed in a column on the recurring plan
  • These will have options for for editing events, uploading files, and archiving events

07/09/2024

• Added CSV download button to the page for racks and a filter to download CSV for one rack type at a time
• Added a DuckDb column received_order_part_transform.archived_at
• Updates the labels on purchase orders, adding the labels ‘Fulfilled On Time’ and ‘Fulfilled Behind Time’
  • ‘Fulfilled’ means the PO was fulfilled and there was no set deadline
  • ‘Active’ means the PO status was manually set
  • ‘Fulfilled Behind Time’ means the PO was fulfilled after the deadline
  • ‘Expired’ the PO is no longer active

07/08/2024

• “Use Tolerance” on the part number spec page will no longer need to be turned on separately for each time it is used
• Users may now edit Work Order deadlines from the Edit Sales Order page

07/07/2024

• Enabled Process Composer users to copy over spec driven processing info for faster access when creating a new process for a PN
  • Use process composer on a part number with specs that have opt ins or defaults on them
  • Click yes on the confirmation dialog
  • View the defaults in the part number page

07/03/2024

• Enabled some descriptions boxes to be expanded to give a better view of entered text

07/02/2024

• Enabled users to upload files to Equipment in the Maintenance page, images will be displayed on the Maintenance Events
• Enabled containerization of parts that do not have a ship-to address

07/01/2024

• Added icon to Work Parts button on work boards to notify where PN instructions/instruction files or recipe node description/recipe node files are present
• Added indicator on the instructions button on scanner work boards when the parts have PN instructions, spec field description, PN spec field param description, or recipe node description
• Extra open Sales Order Lines will close when the Sales Order is closed
  • Those same lines will open when the Sales Order is reopened
• Enabled users to copy the default price from a matched part number on quote import
  • By default this is set to false
• Can now add files to invoices and packing slips, & can attach these files to invoice/packing slip emails just like quotes
• View all invoice/packing slip user files from the 'Uploaded Files' page
• Enabled users to add a one-time mail recipient for purchase orders, like they can do with quoting
  • This will allow you to send purchase order to a contact not configured as vendor contact for that purchase order
  • Add email address to line, click add, then send

June 2024

06/29/2024

• Enabled users to add files to sales order acknowledgements
  • Create a Sales Order Acknowledgement
  • Click the attach files button
  • Select existing files from the sales order, work order, or upload new files
  • Click Save
  • Send the Sales Order Acknowledgement email

06/28/2024

• Altered the UI of specs on work orders for easier viewing of specs, spec fields, and spec field parameters applied to the PN

06/26/2024

• Added the ability to filter out archived entries in a duckDB query
  • Go to Reporting2 in steelhead (duckDB)
  • Click Manage DBs
  • If database is not updated, click Regenerate Database
  • You should now have an 'archived_at' column in the timesheet_segment and user tables
• Audit logs added to the “Purchase Orders” and “Bills” pages
• Can select drop ship customer & address on sales orders and packing slips when drop ship domain setting is on
  • Contacts distinguished between original & drop ship customer
  • BOL 3rd party freight charges can be billed to the customer

06/25/2024

• Packing slips should now load faster than before
• Added the ability to create a quote for a price on a part (you can create quotes of the same part for many different customers if you leave the customer blank on the part and select it in the dialog while creating it)
  • Click on the three dots next to a price on a part that is not currently on a quote
  • Choose the 'Create Quote for Price' option in the drop-down to lead you to the create quote dialog
  • Choose a customer for the price if there is not a default Customer set from the Part Number

06/24/2024

• Enabled users to view payouts and added another more in-depth view to transactions
  • View payouts, can be found in banner on invoices page
  • View detailed payments breakdown by clicking the successful payment icon on an invoice

06/22/2024

• 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

06/21/2024

• 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​​

06/20/2024

• Enabled users to begin typing in a search bar without clicking on it in any tile with a search bar
• Removed the columns 'Finalized At', 'Sync Status', and 'Void/Archive' columns from the archived invoices table
• Added the column 'Voided At' to the archived invoices table

06/19/2024

• Steelhead now displays to user when duckdb recompute encounters errors
• 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
• Added the ability to apply net discounts on invoices
  • Update a term to have a discount
  • Create an invoice with the terms
  • Review the payment window
  • You will see a coupon applied for the percentage off if the discount isn’t expired

06/18/2024

• 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

06/17/2024

• 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

06/14/2024

• 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

06/13/2024

• 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”

06/11/2024

• 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

06/07/2024

• 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

06/03/2024

• 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

06/02/2024

• New Integrations module for managing online integrations
• New Sage Intacct integration

May 2024

05/30/2024

• Added audit logs to user profiles
• Logs include:
  • User data
  • Failed login attempts
  • User lock/unlocks
• 9 more Insights reports
• Reports added:
  • Production Days
  • Customer Churn
  • Invoices By Product
  • Invoices By Sector
  • Sales By Product
  • Sales By Customer
  • Inventory On Hand
  • Inventory Operations Summary (previously inventory creations, now coupled with inventory depletions)
  • Inventory Over Time
• Lost Customer Definition domain setting
  • Customer inactivity threshold
  • The new Customer Churn report will consider a customer “lost” if they haven’t had any Sales Orders within the specified number of months.

05/28/2024

• Added work order, part number, and part group labels to unpriced parts in invoicing.

05/24/2024

• Deplete Inventory to a station. This allows one to track the active inventory in a station at a time
  • (ex. what acid was in tank 1 at time x)
• Supports adding more (topping off) and draining and refilling a station with an inventory item
• The “active” inventory in the station is all the depletions that have occurred in the station
• Added some limited support for deleting inventory transactions
  • This will allow deleting accidental depletes to station and other inventory transactions.

05/17/2024

• Added 7 new reports to Insights
• Converted Dock To Dock to perspective
  • Some perspective fields have links

05/16/2024

• Enabled users to quickly set an operation rate for all stations within a location
• Create time off plans which can quickly provide employees with the proper time off allocation per type. This will phase out single-year allocations sets to support features like:
  • Plan start dates support mid-year allocations for new hires & employee life events
  • Add multiple allocation periods to a plan to support employee tenure
  • Detailed editing of accrual intervals and time periods
  • Set carryover and accrual limits per allocation period
  • Less/simpler management of new hires, beginning of year
• Assign start dates to users for use with time off plans
• Choose which time off types are requestable by employees
  • Employee’s account pages will only show requestable time off types
  • (i.e. cannot request holidays)

05/14/2024

• Enabled filtering work orders and sales orders by date created

05/11/2024

• Enabled users to filter out failed measurements for spec field params after they have been resolved
  • Go to Quality Management
  • Scroll down to All Active Failing Spec Field Param Values
  • Select the create resolution button
  • Make a comment and save
  • The failed spec will be removed from this table

05/10/2024

• Adding CSV export capabilities to Quality Holds, NCRs, CARs, and RMAs
• Added the 'Valid Until' Date to Quoted Parts Dialog on Sales Orders
• Users can now set different default treatments for different occurrences of the same node within a process
  • This will allow more precise control of all work order and sales orders
  • It will also improve the use of features like opt-ins/opt-outs, and the process composer

05/09/2024

• Several upgrades to part planning, including easier tracking and part transforming abilities
• Added a tab onto the watchtower that shows part locations by sales order
  • Simply switch to Sales Orders view using the buttons below the filter to activate

05/08/2024

• You can now add specific times for a Maintenance Plan to recur multiple times within a day
  • Maintenance will be due at the next soonest time after the Start time
  • This only works with Fixed Schedule recurrence

05/03/2024

• Devices will now temporarily lock when 5 incorrect pins or passwords are entered
  • The user must contact a manager who has access to Users and Domain to unlock the account or device
  • To unlock an account: Navigate to the Users page and click the “UNLOCK” button next to the user whose account is locked
  • To unlock a device: Navigate to the Domain page and click the “Unlock Devices” button and “UNLOCK” the device that is locked

05/02/2024

• You can now search for a previously entered addresses when creating a cert

05/01/2024

• Enabled users to enter gross/tare amounts in receiving to calculate net quantity / part count
• Every batch received at the same time now gets linked to a "receiver" which you can upload documents to, add custom inputs to, and sort by in receiving

April 2024

04/29/2024

• Enabled users to perform simple split operations on a batch of Work Order parts (part accounts)
  • Select the drop-down menu for a batch of parts on a WO
  • Split Parts & select a quantity
  • There should now be two separate batches of parts in the same location

04/26/2024

• Added a sensor measurement page for easily sorting/paging/filtering measurements
• The table on Sensor page now shows the five most recent listings, along with a hyperlink to new Measurements page
  • Navigate to Sensor Dashboard
    • See the five most recent measurements
  • Click the "Sensor Measurements" hyperlink
    • These are filterable by sensor and creator
• Major update to Part Number Pricing
  • See all pricing history and methods from the Part Number page and determine the default price to use when entering Sales Orders
  • View complete quoting price history from the Part Numbers page
  • Fully support pricing in units other than "each"
  • Multiple prices per part number are available; default prices can come from:
    • Accounting software
    • Quoted prices
    • Prices based on units, for part numbers that can be priced based on multiple units
  • Each part number can have a default price that will auto-populate during order entry
    • A new "default pricing unit" domain setting can be used to set the standard unit to include on Sales Orders for parts with multiple price/unit combinations, if a part number default price is not set
    • Only part number defaults or quoted prices can be set as defaults
    • Sales-Order specific prices are not included in Part Number Pricing history

04/25/2024

• Cert PDFs can now show the WO descriptions and the shipping method

04/23/2024

• When archiving a Work Order, all the parts that are still on the Work Order will be automatically exited
  • Also occurs if archiving a sales order
• When archiving a Work Order all part number work orders on that work order will be archived
  • This means the WO no longer says “shared pricing” when a part on an archived work order references the same contract line

04/21/2024

• New sections added into the quality management dashboard
  • There is now a section for failed spec measurements that are either "must be resolved" or "must be passing”
  • There is also a section to see all failed spec measurements
• Add comments to resolve failing measurements
  • For example, a supervisor may now comment on an etch time that is out of spec in SH with "the parts were not dirty, so the parts didn't need as much time in the tank."
• If specs are set up correctly, they can now block a part from moving forward when there is not a passing measurement:
  • Edit or Create a Spec Field Param
  • Check the “Failure Requires Resolution” to require resolutions for all failing measurements
  • When you move parts on a Workboard, you may find them blocked because they have failing spec field param(s). To solve this, you can:
    1. Resolve the failing measurement with a comment
    2. Archive the failing measurement and enter in a passing measurement
  • To resolve with a comment, open the failing spec and click the icon to add a resolution comment
  • This can be done directly from the Workboard or from the Parts Failing Specs section of the Quality Management dashboard
  • Use Work Parts or Work Racks to find the failing measurement needing a resolution.
• On the Quality Management tile you will see the amount of failed params marked in red
• The wand in the Parts Failing Specs section of the QM dashboard allows for failing measurement(s) on multiple parts on a rack to be mass resolved

04/19/2024

• Part number images will now display in workboard cards
• Added new/clarified existing progress indicators on invoicing
  • This includes an information dialog and tooltips
  • All this show clearly where parts are in relation to invoicing
• These tooltips give some explanation for terms:
  • Percent Ready to Invoice: ($”At/Past Invoicing” - $Invoiced) / $Total Sales Order
  • Percent Invoiced or Closed: $Invoiced / $Total Sales Order
  • Parts between receiving & invoicing/Total Expected
  • Parts at or past invoicing process node/Total Expected
  • If no invoicing node, = completed parts

04/17/2024

• Added job title to customer contact form when adding a customer
• Added filters for customer contact type and displays them in the table
• CSV download includes contact types
• Default-select appropriate contacts on email sending dialog
• Added Bill of Lading info to Invoice PDFs
• Added custom input ability to Inventory Batch PDFs
• Replaced the “move parts” button with a “close” button in the contract review tile

04/16/2024

• Added ability to filter parts on quality hold in QMS dashboard:
  • by whether they have been scrapped
  • and whether they are returning to customer

04/15/2024

• Filters will now be saved when you bookmark on the Insights page

04/11/2024

• Scheduling now displays the total expected time for all unscheduled tasks & for routed tasks only
  • This works with filters too
• You can now re-prioritize many scheduled tasks in the Priority table by selecting Treatment Mode
  • In a Schedule Board, schedule tasks that have the same treatment can be combined into a single entity on the priority table and the calendar
  • Click the Treatment Mode button in the upper right-hand corner of the page
  • Scroll down to the Priority Mode section and click the Priority table
  • Sequential tasks with the same treatment will now be grouped together for easy viewing/editing

04/10/2024

• New Bills feature (available from Homepage tile)
  • This can be used to manage your payments to vendors
  • Bills can be created, edited, linked to Purchase Orders, and synced to accounting software
• Margin reports are now sorted by part number instead of work order and more details are displayed for better insights on margins
• Margin report is now displayed when pricing parts from the Un-Priced Parts page
• Closed some old sales orders that should not have been open, and added a button for manually closing a whole sales order
  • Closing the last line item on a sales order should close the whole contract unless it has extra parts that are unpriced
  • Button to manually close or reopen a whole Sales Order
  • Some changes to sales order filtering
• Enabled users to have nothing pre-selected in the default work order
  • Select a default work order product in domain settings
  • Clear the selected WO product
  • You will now have no work order product selected when creating a new work order

04/09/2024

• Selecting a customer when receiving customer parts on a mobile device is now more efficient

04/08/2024

• Added description to Scanner Workboard spec Dialogs
• You can now set a default ship method and carrier for each customer
  • Default carriers will autofill when creating a Bill of Lading
  • Default ship method will autofill when creating a Sales Order

04/05/2024

• Recipe nodes assigned to a param value can now be edited in the “edit param value” menu

04/02/2024

• Sales by Sector report now available in Insights
  • Setup sectors on your customers or specific sales orders
  • Go to Insights, Sales tab, and then Sales By Sector to view data on total sales (using SO price) for each sector

March 2024

03/29/2024

• Updates to the way specs are shown on the process they are attached to
  • Attach a Spec Field to a default process by clicking its slashed circle icon on the Spec page
  • View spec fields attached to the default process by clicking link icons near the process tree
  • View process nodes attached to a spec field by clicking the link icon on the Spec page
  • Add Spec Fields to a Process Node by selecting them directly or using the spec search
  • On a Process Node with a Spec Field, click the Spec Field row to view more information
• New options for creating and viewing time off allocations
  • Request and view time off from user account page
  • Color-coded Calendar view with requested, rejected, and approved time off
  • Select events in calendar to edit or drag them around to change dates
  • Selecting the calendar brings up auto-fill time-off menu
  • You can now create many allocation sets at one time and repeat sets on long intervals
  • Ability to filter each page by supervisor

03/28/2024

• Added a Dock-to-Dock Time report for Insights, which shows the average time parts take to complete each process in a shop
  • Found under the "PRODUCTION" tab in Insights
  • New Insights domain setting "Parts Received Tag" that can be configured to define when parts are received
  • The report has a description at the bottom to further explain its functionality
• Allowed users to invoice for generic line items when invoicing from a packing slip
  • Generic (i.e. not tied to a part being processed) Sales Order lines now appear when creating an invoice for a packing slip
  • Invoice for packing slip on Invoicing or Shipping dashboard
  • Any generic line items from the SO appear when you create an invoice from a packing slip, and every line has a checkbox on the left to select which lines to invoice for
  • Leaving a line out allows it to be invoiced in the future, such as on other packing slips related to that SO
• Added a "Skip Execution" option on a maintenance node
  • While in "simple execution mode", the node defaults to showing all steps at once, but they can still be completed in any order

03/27/2024

• Allows users to search by accounting id/name, which is useful when there are multiple customers with identical names but different accounting IDs
  • Anywhere there is a customer select drop-down (e.g. create new quote)
  • Customers will appear if their accounting ID or name matches the search term
  • The search term text will be highlighted in each of the results
• Insights has received an update to better handle end-of-month deliveries
  • These report results will now look different, the new numbers may not match old ones
• Enabled Power Invoicing to make alerts or error messages on create invoice page
• Added Process Composer when creating a rework WO to create an entirely new recipe, and cleaned up Generate Recipe From Process to make clear what is selected.
  • Create rework work order and use process composer to determine process
  • From generate recipe screen use newly created process to determine work order recipe

03/26/2024

• Introduced a full-screen dialog for adding specifications to part numbers
• Added functionality to edit part number specifications that are in contract review directly from their Workboards
• Reduced number of clicks and enabled easy copy/pasting of spec field params values when setting specs on a quote part
  • Add a spec to a part number or click 'Set Specs on Part Number' from a quote line
  • Use the new UI to edit spec field params min, target, max values. Toggle to use tolerance at the column header.
  • Lines highlighted blue have changes that are ordered appropriately and can be saved.
  • Lines highlighted yellow have changes that can’t be saved because the target is not in the min & max.
  • Click Save Changes on the bottom banner and ensure spec field params are saved
• Enabled users to edit the Sales Order Lines at time of invoicing
  • Open invoicing
  • Click the edit pen on the sales order line
  • You will be able to edit the items within that sales order
• Several enhancements made to Sensor Dashboards
  • "Show Spec Markers:" checkbox to turn on and off chart bounds
  • Added units of measure to sensor dashboard listings and the chart Y axis
  • Added the ability to hide sensors from the chart
  • Added the ability to set a spec field param as "active" for a dashboard listing (this will make it the single source for status calculations and chart bounds)
  • Added the ability to enable "active" spec field param bounds to display in the chart
  • Added "graph mode", which displays a graph-only view of the dashboard in a full-screen dialog (refreshes every 5 minutes)

03/21/2024

• “Unrack + Step" and "Strip + Step" unracking buttons will give you errors when moving the rack forward is not allowed due to underlying circumstances
• Work Order comments and files can now be shown when invoicing for a WO
  • Add work order comments and files to a work order
  • Invoice for the work order
  • Click the Work Order number to display this information
• You can now quickly merge, archive, and unarchive all sales order lines on a Sales Order
  • Use the "Merge Lines" button above the SOL table to create a flat price for all lines
  • Use the "Archive All Lines" button above the SOL table to archive all listed lines
  • Use the "Un-Archive All Lines" button above the archived SOL table to unarchive all listed lines
• New errors and blocks have been added for instances where an invoice should not be created
  • When the invoice amount is less than 0
  • When the quantity is less than or equal to 0
  • When there are no line items on invoice
  • Note: Negative subtotals are allowed (just no negative invoice totals)
• Added CSV exporting to specs
  • Go to specs page
  • Press export to export all listed specs

03/20/2024

• Uplifted pages within the Maintenance tile
  • Added the creator of maintenance events to the “Maintenance Dashboard” table
  • Added the name of the equipment to the “Complete Maintenance Nodes” dialog
  • Added paging, limiting, ordering, and filtering to many maintenance tables
• View the total price per unit when there are multiple invoice line items
• Scheduled tasks that are undergoing the selected treatment are now highlighted

03/19/2024

• Enabled users to email customers when parts are on a quality hold
  • In the Quality Management dashboard, click the email icon next to the part(s) on hold
• A column for deadlines has been added to the Priority table in Scheduling
• New domain setting will enable you to transfer quote part number descriptions to Part Number Work Order description
  • Turn on domain setting 'Transfer Quote Part Number Description to Work Order Part Number Description' and refresh the browser
• You can now easily verify a part number total price when invoicing for gl breakdowns
  • Create invoice lines with multi-invoice line items
  • Look for a total invoice line rate on the invoice line

03/18/2024

• New error message for trying to create/edit an invoice without a part number or product

03/15/2024

• Users will now be able to update Sales Order Lines at Invoicing:
  • Turn on domain setting "Enable Post Production Contract Review At Invoicing" and refresh browser
  • If a Part Number count is updated in production and not on the Sales Order, you will be prompted to update the Sales Order part count upon invoicing the parts
• New “Copy Schedule” button added:
  • Go to the Schedules page
  • Scroll down to the Schedules table
  • Click the Copy Schedule button for the schedule that you would like to copy

03/13/2024

• Added part number instructions to nodes of the selected process
• When editing or creating a new spec param, you can now input a Target Value and Tolerance to have Minimum and Maximum Values auto calculate
• Part Group Labels are now available on the workboard Work Parts menu
  • Easily add labels to a Part Group from a Work Order part details section, or a Work Parts page
  • Part Group labels are organized from Part Number labels in Watch Tower, Workboards, Work Orders

03/12/2024

• Received batches can now be shown in the descriptions for Invoice line items:
  • Turn on the domain settings called “config Include Batch” and “Invoice By Default”
  • Create an Invoice for a sales order line item that has part numbers with batch associations
  • This way, if there are batch associations they will be included
  • You should still be able to enter view or edit mode by clicking on the grey text
• Added a new part transfer type “scrap”:
  • Ability to track scrapped parts in steelhead
  • Scrap parts from Move Parts dialog to exit from the WO and track as scrap.
  • Scrap is tracked on the SO, WO, and invoicing
  • Select mark as scrap when creating a quality hold to scrap the parts if they do not get re-entered into the WO
  • Users will need "Write parts transfers of type scrap" permissions to scrap from "Move Parts" dialogs, and "Write quality" permissions to scrap from QMS.

03/11/2024

• Serialize multiple parts when parts are being received.
  • Use the Root field for any letters, numbers, or special characters that come at the beginning of all the desired serial numbers
  • Use the Start Digit field for the sequential digits that come after the root of the serial numbers
  • “SAVE AS SEPARATE BATCHES” button will split all serialized parts into a batch of their own
  • “SAVE AS ONE BATCH” button will create one batch for all serialized parts

03/08/2024

• Allowed users to create recurring maintenance plans for individual equipment
  • Enables users to modify "last completed" date for a recurring plan by quick-completing or modifying the last event on the plan
  • Added the ability to mark recurring plans to recur from a fixed date or from their last completed maintenance event date
  • Added the ability to attach files to maintenance events

03/07/2024

• Added an option to filter by supervisor in Users, Timesheet Segments, and Payroll Report pages
  • Employees’ hours are sometimes approved by multiple supervisors, so this is a good way for supervisors to view the users’ segments they need to approve

03/05/2024

• Files can now be uploaded to Specs
  • The interface for this can be found at the bottom of a spec page

03/02/2024

• Labels can now be added to Part Numbers
  • The selection is found in the left-most column of the Edit Part Number dialog, above Description
  • Selected labels appear in Quoting, Sales Order, Work Order, Workboard, Shipping, and Invoicing
  • All of this should make it easier to annotate similar part numbers and prevent operator confusion
• There is now a “Used For Measurement” column on Units main page table
  • Check “Used For Measurement?” box on a unit to make periodic measurements of that unit on parts
  • Can create/update current part measurements (e.g. weight) on Work Parts, Work Orders, Shipping, and Invoicing
  • Part Transfers page reworked so that columns are less confusing
  • View measurement history on parts transfer accounts on the Part Transfers page
• Time off allocation recurrence can now be set to weekly as well as monthly

03/01/2024

• New domain setting "Include Part Number Name on Invoice By Default"
  • Adds Part Number Name to the invoice line item description by default

February 2024

02/29/2024

• Added the ability to quote and price unpriced parts
  • This can be accessed through the Un-Priced Parts tab in Invoicing, as well as on the parts table on Sales Orders

02/28/2024

• Enabled users to schedule multiple station tasks at a time
  • Set a station task to repeat at an interval / for a count during creation
  • Intended to relieve operators from scheduling tasks that occur at the same time every day
  • An auto-scheduled station task deletes when its adjacent work tasks are deleted

02/27/2024

• Ability to switch between active and completed Work Orders in Customer Portals
• Filter Work Order table by Order Type
  • This is good for filtering for rework work orders
• "View All Invoices" button now available on the Invoice Report in Insights to reach all invoices quickly
• Part Number PDFs
  • Set a Part Number PDF as active, open a part number, and click the "OPEN PDF" button
  • The provided PDF includes the details: Part Number, Customer name and customer profile image, Part Number files, Process Info, Specs, Unit Conversions, etc.

02/26/2024

• Added a file upload menu onto customer profile pages
  • Intended for easily storing of associating a file with any given customer
  • Includes size preset options for any images attached
• When there is a power tools error when creating an invoice, an error message now tells the user to contact support

02/25/2024

Major updates to Quoting, Received Orders, Receiving, Invoicing, etc.

• Received Orders are now Sales Orders
• Sales Order Lines and Sales Order Line Items have been added
  • These are designed to correspond to invoice line items
  • They should allow invoices to be controlled more directly
• New invoicing status bars give good insight on Sales Orders' invoicing status
• Unlocked multiple job shop work flows!

The full changelog for this update can be read here

02/23/2024

• Ability for users to export invoice data
  • Go to the "All Invoices" page
  • Apply filters if necessary
  • Click the "EXPORT CSV" button

02/19/2024

• “EXPORT CSV” button added onto the timer dashboard
  • Select date range that needs to be saved
  • Click button to download data table as comma separated values
  • Table includes columns such as Customer, User, Supervisor, WO, Station, Start and End times, Duration, Part Count, and Process

02/15/2024

• “Order by Label Priority” switch to toggle on and off how the workboard labels are sorted
  • Switch on: Labels are ordered by how they are ordered in “LABEL SETTINGS”
  • Switch off: Labels are ordered by Work Order deadline

02/09/2024

• When using mobile devices, popups will now display full screen
• Custom Inputs now available on Specs
• Optional Identifier field was added to the popup box when creating and editing Customer Addresses
  • Used to organize addresses and allows for easier search when selecting Ship To and Bill To addresses

02/07/2024

• Insights updates

  • Customer names are highlighted
  • Explanation of report found at the bottom of each

• Download Customer Contacts information

  • Navigate to View All Contacts in the Customers tile and click "EXPORT CSV"
  • Information includes: ID, Name, Email, Created At, Creator, and Customer Name

• Download User information

  • Navigate to the Users tile and click "EXPORT CSV"
  • Information includes: ID, Name, Supervisor, Role, Email, Pin Set, Hourly, and Permissions

• "EDIT LOW CODE" button available for those with the "Write: Power Tools" user permission

  • This is used to export Bill of Lading data
  • Must be set up properly with low code

02/06/2024

• Insights updates in Deliveries tab
  • Charts to show trends over time
  • Delivery lists per customer and vendor
  • Table and chart download
• Maintenance updates
  • Default sorting by due date and completed date to eliminate scrolling
  • Maintenance Events comments
• Quotes updates
  • Improved speed and performance
  • "HIDE PARTS" - This button hides all parts entered on the quote so that it's easier to reach features found beneath the parts table. This is useful for quotes with large numbers of parts.
  • "Line #" - A new column on the parts table which identifies the line item for the parts. This is a crucial piece that will enable a seamless workflow between Quoting, Sales Order, and Invoice line items.
  • "CLEAR ALL" - This button clears all Price Builder items.
  • "Jump to Line" - Command + J + [line number] will allow you to instantly jump to any quoted line item without having to scroll.

02/03/2024

• Timesheet Enhancements
  • Missed Clock Entries
  • New Timesheet Domain Settings
    • Timesheets Requiring Review - timesheet segments that are over or under the times set are flagged in Payroll Report
    • Timesheet Break Times - timesheet segments are now assigned shifts
  • Ability to add breaks in timesheet segments on Payroll Report
  • User specific Allocation Time Off Sets

View all Timesheet Documentation to see all enhancements and how they are integrated with the previous version of Timesheets.

• Workboard Dormant Mode
  • After five minutes of inactivity on a workboard, this mode is entered to make other features of the software run faster

January 2024

01/31/2024

• Force Logout Now Available
  • Inactive sessions can be timed out either by device or globally for your account
  • When a user is active in Steelhead, the timer is reset, preventing logout on active sessions
  • Configured in Domain Settings

01/29/2024

• Increased speed of pin login
• The "product" field on the process composer has now been populated

01/28/2024

• Increased speed of dashboards

01/26/2024

• Configure columns on table for Part Numbers and Invoices
  • Enable, disable, or move columns to desire
  • Configurations are specific to device browser

01/23/2024

• CSV download for Part Locations in the Watchtower tile
  • Adds header and csv download for Part Locations
  • Disables tile view button on Production report
  • Adds some info to parts location list view

01/20/2024

• CSV exports for Quotes, Customers, Received Orders, and Work Orders
• Sub-Process Type on processes to eliminate unwanted processes in process selection drop-downs
• Super children station options hidden on routing

01/17/2024

• Option to select all or deselect all referenced specs when copying a part number

01/16/2024

• Option to exclude specs when copying a part number
  • Check the box to copy the specs, uncheck to not copy

01/15/2024

• Cut off Parts Transfers on date before generation starts
• Device login sessions now expire after 30 days
  • Users will be required to log in with email and password or PIN after their login session expires

01/14/2024

• Contract Review updates
  • Contract Review Users can be assigned to nodes for sign-offs
  • Contract Review tile - includes Contract Reviews and Work Order Reviews
  • In Work Order Review, part number spec parameters can be edited/added before a part reaches the node
• A Part Number column can be added to table on Received Orders page
  • The column can be moved to desired location on the table

01/10/2024

• Added an edit button in shipping to change part units
• Set Power Tools tax code default so it saves correctly
  • Please make sure a default is set for low-code-generated in-memory tax codes
• Updated the Customer Portal to have more settings and information, allowing interaction throughout a process
  • Configure permissions to control what customers are able to view and edit
  • All included customer Email logs are updated automatically

01/05/2024

• Upgrade to Timesheet Power Tools
• Added part number unit pricing to work instruction payload
  • Allows for calculating parts per hook on an auto line based off of the needed revenue per hook and the unit price of parts being added

01/04/2024

• The invoice creation dialog now provides a warning when invoicing a taxable customer without a sales tax selected

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

2022

December 2022

12/28/2022

• Station Calendars - allow scheduled time on station calendars to support capacity planning, scheduling, and improving lead time length and accuracy

12/27/2022

• Multi-Plant Capability

• "View Next" and "View Previous" buttons on workboard pages to allow easier navigation between workboards

  • 

• "Add Parts" button is now visible at the bottom of the quote screen to assist ease in adding parts to quotes with many part numbers

  • 

• In-app deployment resource updates

• Workboards now include the option to hide unlabelled work orders; this allows operators to see only work orders with specific labels if they choose

• Various bug fixes

12/22/2022

• Ability to pull customer addresses and contacts into custom reports
• Allow multiple GL codes on quoting / invoicing

12/21/2022

• Enabling treatment-specific specifications for all part numbers undergoing specific treatments; if a part number has a different spec identified, the part number spec overrides the treatment spec

12/20/2022

• Custom inputs now available for PO, Invoice, and Bills of Lading PDFs
• Units are available for individual inventory items rather than only inventory types

12/16/2022

• In-App Support Updates - product updates, announcements, and documentation links now visible from Homepage tiles
• Searchable and filterable columns on pages including tables now shows a filter icon to allow filtering by that column on the table
  • 

12/15/2022

• Quoting low code capabilities updated
• Part Transfer Types now restricted based on user permissions (default permissions grant existing access; may be adjusted in user permissions)
• Bug fix - moving multiple parts no longer incorrectly autocompletes nodes

12/14/2022

• Part Number images - In the part number profile, select "is display image" to allow the picture to appear on Job Tags, workboard side screens, and work orders

12/12/2022

• Invoice Terms now includes drop-down menu
• Invoice due date field added
• Invoice due date field populates with a date per the selected Invoice Terms

12/9/2022

• Specifications and Certifications - set custom specifications per customer requirements and collect measurements needed to generate certifications
• Part Locations - assign a location to part numbers when creating a Work Order so that they can be easily found
• Various UI updates and bug fixes

12/8/2022

• Ability to transfer parts to other work orders with the Move Multiple Parts button is restricted; this may now only be done with the Received Order (+/-) button

12/7/2022

• Number of Active Work Orders appears on the top right of the Homepage

12/6/2022

• Received Order parts table now includes a (+/-) icon to adjust part quantities; can also be used to transfer parts from one Work Order to another
• Document numbers can be started at custom values
• Ability to deplete inventory in units other than the defined inventory unit (e.g., deplete in grams from inventory stored in lbs)
• Inventory location QR codes available to print when receiving an inventory order
• Scan an inventory QR code from the move batch / create batch / receive Purchase Order item screen
• Part Number Margins page shows "no data" message if that part number has no completed Work Orders
• Option to create an inventory item from within the "Create Purchase Order" dialog
• Add or edit vendor address and "Ship Via" information on a Purchase Order
• Edit Received Order line item from "Create Invoice" dialog
• Select a specific price from all available prices for a Product
• Add custom price items under the Part Number Quotes tab
• Ability to split prices into two distinct categories called "treatment prices" and "product prices"
• Additional features and improvements to the Customer Success page
• Various other UI updates and bug fixes

12/5/2022

• Work Order global priority shows on workboards, if enabled in Domain settings

12/2/2022

• Bulk Data Uploading - allows for the initial bulk uploading of existing customer, vendor, part number, and inventory information
• Invoice status changes from blue to green, with an open envelope icon, when invoices have been viewed by a customer

12/1/2022

• Additional units for Part Count - allows for counting parts by mass or quantity### 11/18/2022

• Outsourcing - includes the ability to nest and track process nodes within a tree for outsourced work

• Sage 50 2023 Connector available

November 2022

11/17/2022

• Opt-in / Opt Out fix: child nodes not available to select if parent node is not selected

11/16/2022

• "Short Name" field is now visible on Customers Page (for use with accounting integrations)
• Process Nodes now include option to identify a Default Station

11/15/2022

• "Copy Row" Button on Received Order Add Parts Table
• "Edit All Treatments" Button on Received Order Page
• Capability to edit Pins on Users Page

11/10/2022

• Margin Trends feature on Part Numbers Page