Products

Products in Steelhead can be thought of as the types of work that a business does. Products are flexible and can cover a very wide range of activities or services.

Products serve two main purposes. They allow you to:

1. Classify what type of work a Work Order is.

   • For example, you can use "coating," "heat treat," or "E-coat" products to identify that a work order is a particular type of work.
   • This function helps you to track how much work of each type is being done. It also allows for grouping of jobs for reporting.

2. Store common line items to add to Quotes / Orders / Invoices / etc.

   • If you offer expedited jobs at a higher rate, you may choose to add an "Expedite" product.
   • Other common line items may include:
     • Shipping
     • Packing Fees
     • Environmental Charges
     • Minimum Lot Surcharges
     • Large Part Surcharges
     • Custom Packaging

Creating a new Product

Create new products to categorize work or add common line items to invoices.

• On the "Products" page, click the "New Product" button. Give the product a descriptive name. Click "Save."
• Click on the new product name. On the product's page, click the "Add Price" button to set up the new product. Enter in the specifications for the price.
  • You can create prices specific to customers by selecting a customer from the drop down list.
  • You can create prices specific to certain Part Numbers by selecting a part number from the drop down list.
  • You can choose to set a flat price for your price, or set a rate.
    • If you set a rate, you can also enter in the units per (per minute, per hour, per part, etc.)
    • If you choose flat price, the "amount" will be the amount of the flat price. If you choose "rate," the amount will be the amount per the unit you entered in the last step (e.g. dollars per hour).