Cut Order Entry Costs by Up to 80% with AI in Steelhead
Unlock efficiency and reduce entry costs by up to 80% with Steelhead's AI Order Entry and AI Receiving capabilities. Get parts to the floor faster with less errors and shorter lead times.
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Cut Order Entry Costs by Up to 80% with AI in Steelhead
Identity & metadata
Video title
Cut Order Entry Costs by Up to 80% with AI in Steelhead
Date published
Set at publish
Duration
5:38
Video type
Overview / Demo
Audience
Shop owners, plant managers, order entry staff, receiving teams, and admins
evaluating AI-powered intake tools
evaluating AI-powered intake tools
Video summary
In one sentence
Steelhead's AI Order Entry and AI Receiving Entry extract customer, part, and fee data
from uploaded POs and packing slips, route it through a human review screen, and
confirm it into sales orders and inventory — reducing data entry costs by up to
80% and getting parts to the floor faster.
from uploaded POs and packing slips, route it through a human review screen, and
confirm it into sales orders and inventory — reducing data entry costs by up to
80% and getting parts to the floor faster.
What this video covers
The video opens with a business case: order entry as a competitive advantage, not overhead,
with AI tools that improve margins, reduce lead times, and redirect saved time to
throughput.
The Sales Order Entry demo walks the AI Order Entry page in Steelhead: uploading files,
status tracking, the Manage Rules dialogue for shop-specific extraction rules, and the review screen
where customer, part lines, fee lines, and a summary are checked before confirming.
It then covers AI Entry Domain Settings — field visibility, Use Default overrides — before
moving into AI Receiving Entry: uploading packing slips and documents from the Receiving area,
reviewing extracted batches including matched quotes, confirming, and adding parts to a work order.
The close covers notification preferences and a call to get started.
with AI tools that improve margins, reduce lead times, and redirect saved time to
throughput.
The Sales Order Entry demo walks the AI Order Entry page in Steelhead: uploading files,
status tracking, the Manage Rules dialogue for shop-specific extraction rules, and the review screen
where customer, part lines, fee lines, and a summary are checked before confirming.
It then covers AI Entry Domain Settings — field visibility, Use Default overrides — before
moving into AI Receiving Entry: uploading packing slips and documents from the Receiving area,
reviewing extracted batches including matched quotes, confirming, and adding parts to a work order.
The close covers notification preferences and a call to get started.
Problem it solves
Manual PO and packing-slip entry is slow, expensive, and error-prone. Every line typed
by hand is payroll spent before a part hits the floor, and a
miskeyed quantity or part number creates downstream fixes that eat margin. AI-powered extraction with
human review cuts that cost and those mistakes at intake.
by hand is payroll spent before a part hits the floor, and a
miskeyed quantity or part number creates downstream fixes that eat margin. AI-powered extraction with
human review cuts that cost and those mistakes at intake.
Key capabilities shown
• AI Order Entry button in Sales Orders; pending-review badge count
• Multi-file upload with side-by-side processing and status tracking
• Manage Rules dialogue: name, customer scope, stage (Order Info or Line Items), directive
• Review screen: source file left, extracted fields right; Order Info, Part Lines, Fee Lines, Summary tabs
• Part lines: add, deselect, reorder, revert to AI-extracted value, match or create part numbers
• Fee lines: extracted charges such as sales tax and freight; rule-generated fees
• Customer matching: create new or link to existing; existing-order lock to prevent duplicates
• Confirm into sales order workflow; received parts and inventory match; save parts
• AI Entry Domain Settings: field visibility toggles and Use Default overrides for Sales Order Entry and Receiving
• AI Receiving Entry: upload packing slips and documents directly from Receiving; matched quote detection
• Per-file review, select, and confirm in Receiving; add parts to a Work Order
• Notification preferences: in-app banners and email alerts for completed jobs
• Multi-file upload with side-by-side processing and status tracking
• Manage Rules dialogue: name, customer scope, stage (Order Info or Line Items), directive
• Review screen: source file left, extracted fields right; Order Info, Part Lines, Fee Lines, Summary tabs
• Part lines: add, deselect, reorder, revert to AI-extracted value, match or create part numbers
• Fee lines: extracted charges such as sales tax and freight; rule-generated fees
• Customer matching: create new or link to existing; existing-order lock to prevent duplicates
• Confirm into sales order workflow; received parts and inventory match; save parts
• AI Entry Domain Settings: field visibility toggles and Use Default overrides for Sales Order Entry and Receiving
• AI Receiving Entry: upload packing slips and documents directly from Receiving; matched quote detection
• Per-file review, select, and confirm in Receiving; add parts to a Work Order
• Notification preferences: in-app banners and email alerts for completed jobs
How the demo flows
• Hook: order entry as overhead vs. competitive advantage; three benefits (margins, efficiency, growth)
• Sales Orders → AI Order Entry page: upload, status, badge count
• Manage Rules: create a rule, customer and stage scope, directive, filter and archive
• Review: Order Info fields, Part Lines (match/create, revert), Fee Lines (rule-generated $150 fee), Summary
• Confirm → received parts → save
• AI Entry Domain Settings: field visibility and Use Default
• Receiving → AI Receiving Entry: upload documents, matched quote in review, per-file confirm
• Save; add to Work Order from filters or the sales order itself
• Notification preferences; close CTA
• Sales Orders → AI Order Entry page: upload, status, badge count
• Manage Rules: create a rule, customer and stage scope, directive, filter and archive
• Review: Order Info fields, Part Lines (match/create, revert), Fee Lines (rule-generated $150 fee), Summary
• Confirm → received parts → save
• AI Entry Domain Settings: field visibility and Use Default
• Receiving → AI Receiving Entry: upload documents, matched quote in review, per-file confirm
• Save; add to Work Order from filters or the sales order itself
• Notification preferences; close CTA
Full transcript
Speaker
Voice over / Host
Transcript
[00:00] Is order entry at your shop just overhead, or is it a competitive advantage?
[00:04] Welcome to Real Talk, featuring AI order entry and receiving in Steelhead, helping you unlock
efficiency and reduce data entry costs by up to 80%.
[00:12] With Steelhead's AI tools, you get improved margins — cut the hidden cost of
typing in POs and fixing human error.
[00:19] Efficiency — get parts to the floor faster with reduced lead times.
[00:22] And growth — redirect that saved time to throughput, customers, and the floor.
[00:26] Let's run through a quick demo of how easy this is to use and the
configurations available to best fit your needs. AI receiving is very similar. We'll look at
that next.
[00:35] [navigates to Sales Orders] So click into Sales Orders. Here, you'll see the AI Order Entry button.
[00:42] Sales orders entered using AI order entry are marked in the table. The bubble here
tells you at a glance how many items have been processed and are ready for
your review.
[00:51] [opens AI Order Entry page] Within the AI Order Entry page, filter by status, order by, toggle to view
archived. Table settings can be adjusted here. Then, when you're ready to import a new
order, upload your files.
[01:04] If needed, you can upload multiple and they will process side by side.
[01:08] Give it a few moments to run through all the information in your files. If
needed, you have the Archive button to cancel the processing, and the status will update
here.
[01:17] As you work with this process, the AI improves based on your workflows by customer.
[01:22] [opens Manage Rules] Use the Manage Rules dialogue to add rules and configure AI entry even more to
fit your shop's specific needs.
[01:28] These will likely be those little things you try to remember for next time, reminders
you might have put on a sticky note, or tribal knowledge that never really had
a place to live.
[01:38] Give the rule a name. If it's specific to a single customer, make your selection
here. Choose a stage, either order info or line items. You can apply it to
individual items or the order as a whole. Then, type in your directions. And create.
[01:53] Future orders will be checked against your list of rules to make sure they are
entered accordingly. Here, as always, you have filtering and archive options. Use these icons to
expand and collapse the list.
[02:04] [opens review screen] Now, let's click to review our import. If a new customer is detected, you can
let Steelhead create a new record, or click here to enter details yourself. If the
PO matches an existing order in Steelhead, it'll lock certain fields and match it to
that order so you won't have duplicate data.
[02:18] Here, you can check the other details and make changes as needed.
[02:22] [Part Lines tab] Then, you have the part lines with every line that was extracted from the file.
You can add new lines manually, deselect and select all, and reorder items as you
like. Each item's details are here — unit, quantity, price, description. If you change a
value, you have the option to revert it back to whatever the AI originally extracted.
[02:40] Again, any part numbers that match your current records will be matched, and new ones
can be created for you. Any items you don't want on the order, you can
deselect or archive.
[02:50] [Fee Lines tab] Here, any fee lines will be listed, such as sales tax, freight, or other prices
not associated with a part. You can see from the rule we just created, it
added a fee of $150.
[03:01] [Summary tab] Then here, you can look over the summary to see everything at once. When you're
satisfied with what you see, click Confirm.
[03:08] Here, Steelhead will list any received parts that may belong with this order. Click Continue
and save your parts.
[03:16] And there you have it — an order entered in a matter of minutes with
the file attached here, as well as the new customer and new part records all
in one easy workflow.
[03:28] [navigates to AI Entry Domain Settings] Jumping into configuration options to tailor the experience to your shop's needs. Under the
AI Entry Domain Settings, you have receiving and sales order entry options. Select or deselect
items as needed. For example, if you're not worried about pricing during order entry, uncheck
that box. Select Use Default for any items that you've set a default for to
override AI extraction of those items from uploaded documents.
[03:53] [navigates to Receiving] And now, if you want to easily track parts coming through receiving, you can use
the AI Receiving Entry button to upload any documents directly from here.
[04:02] These can be packing slips, POs, drawings, or any files that document those received parts.
[04:09] Allow for quick processing. Again, you can manage receiving rules here. Then, just click to
review.
[04:16] [review screen — receiving] Here, you can see there was a matching quote found in the system. You have
the same options as the sales order entry — edit, add, select, deselect, reorder items.
Then, click through to each file that was imported to review each one. Choose which
ones you want to import and confirm.
[04:37] Here, whatever you want to keep track of, you can add additional notes. You can
see the files are attached here. Then, save.
[04:44] With just a few clicks and checks, all those parts are documented in your shop,
and the next team can take it from there.
[04:51] The entry team can either use filters here to narrow the list, select all, and
add to a work order to send to production,
[04:58] or opening the sales order itself, you'll see that there are unassigned parts in receiving,
and it's easy to add those parts, fill in any last details needed for the
order, and save.
[05:10] [notification preferences] If you'd like to adjust your notification preferences, click on the bell here, the gear icon,
and adjust those settings as needed to view in-app banner messages and/or email notifications.
[05:22] AI order entry is built to power margin and growth in your shop. Reach out
to get started today.
[00:04] Welcome to Real Talk, featuring AI order entry and receiving in Steelhead, helping you unlock
efficiency and reduce data entry costs by up to 80%.
[00:12] With Steelhead's AI tools, you get improved margins — cut the hidden cost of
typing in POs and fixing human error.
[00:19] Efficiency — get parts to the floor faster with reduced lead times.
[00:22] And growth — redirect that saved time to throughput, customers, and the floor.
[00:26] Let's run through a quick demo of how easy this is to use and the
configurations available to best fit your needs. AI receiving is very similar. We'll look at
that next.
[00:35] [navigates to Sales Orders] So click into Sales Orders. Here, you'll see the AI Order Entry button.
[00:42] Sales orders entered using AI order entry are marked in the table. The bubble here
tells you at a glance how many items have been processed and are ready for
your review.
[00:51] [opens AI Order Entry page] Within the AI Order Entry page, filter by status, order by, toggle to view
archived. Table settings can be adjusted here. Then, when you're ready to import a new
order, upload your files.
[01:04] If needed, you can upload multiple and they will process side by side.
[01:08] Give it a few moments to run through all the information in your files. If
needed, you have the Archive button to cancel the processing, and the status will update
here.
[01:17] As you work with this process, the AI improves based on your workflows by customer.
[01:22] [opens Manage Rules] Use the Manage Rules dialogue to add rules and configure AI entry even more to
fit your shop's specific needs.
[01:28] These will likely be those little things you try to remember for next time, reminders
you might have put on a sticky note, or tribal knowledge that never really had
a place to live.
[01:38] Give the rule a name. If it's specific to a single customer, make your selection
here. Choose a stage, either order info or line items. You can apply it to
individual items or the order as a whole. Then, type in your directions. And create.
[01:53] Future orders will be checked against your list of rules to make sure they are
entered accordingly. Here, as always, you have filtering and archive options. Use these icons to
expand and collapse the list.
[02:04] [opens review screen] Now, let's click to review our import. If a new customer is detected, you can
let Steelhead create a new record, or click here to enter details yourself. If the
PO matches an existing order in Steelhead, it'll lock certain fields and match it to
that order so you won't have duplicate data.
[02:18] Here, you can check the other details and make changes as needed.
[02:22] [Part Lines tab] Then, you have the part lines with every line that was extracted from the file.
You can add new lines manually, deselect and select all, and reorder items as you
like. Each item's details are here — unit, quantity, price, description. If you change a
value, you have the option to revert it back to whatever the AI originally extracted.
[02:40] Again, any part numbers that match your current records will be matched, and new ones
can be created for you. Any items you don't want on the order, you can
deselect or archive.
[02:50] [Fee Lines tab] Here, any fee lines will be listed, such as sales tax, freight, or other prices
not associated with a part. You can see from the rule we just created, it
added a fee of $150.
[03:01] [Summary tab] Then here, you can look over the summary to see everything at once. When you're
satisfied with what you see, click Confirm.
[03:08] Here, Steelhead will list any received parts that may belong with this order. Click Continue
and save your parts.
[03:16] And there you have it — an order entered in a matter of minutes with
the file attached here, as well as the new customer and new part records all
in one easy workflow.
[03:28] [navigates to AI Entry Domain Settings] Jumping into configuration options to tailor the experience to your shop's needs. Under the
AI Entry Domain Settings, you have receiving and sales order entry options. Select or deselect
items as needed. For example, if you're not worried about pricing during order entry, uncheck
that box. Select Use Default for any items that you've set a default for to
override AI extraction of those items from uploaded documents.
[03:53] [navigates to Receiving] And now, if you want to easily track parts coming through receiving, you can use
the AI Receiving Entry button to upload any documents directly from here.
[04:02] These can be packing slips, POs, drawings, or any files that document those received parts.
[04:09] Allow for quick processing. Again, you can manage receiving rules here. Then, just click to
review.
[04:16] [review screen — receiving] Here, you can see there was a matching quote found in the system. You have
the same options as the sales order entry — edit, add, select, deselect, reorder items.
Then, click through to each file that was imported to review each one. Choose which
ones you want to import and confirm.
[04:37] Here, whatever you want to keep track of, you can add additional notes. You can
see the files are attached here. Then, save.
[04:44] With just a few clicks and checks, all those parts are documented in your shop,
and the next team can take it from there.
[04:51] The entry team can either use filters here to narrow the list, select all, and
add to a work order to send to production,
[04:58] or opening the sales order itself, you'll see that there are unassigned parts in receiving,
and it's easy to add those parts, fill in any last details needed for the
order, and save.
[05:10] [notification preferences] If you'd like to adjust your notification preferences, click on the bell here, the gear icon,
and adjust those settings as needed to view in-app banner messages and/or email notifications.
[05:22] AI order entry is built to power margin and growth in your shop. Reach out
to get started today.
Taxonomy tags
Steelhead product area
Sales Orders; Receiving; AI Entry; Domain Settings
Feature / module
AI Order Entry; AI Receiving Entry; Manage Rules; AI Entry Domain Settings; Use Default; part number matching; fee lines; work order creation
Workflow category
Order intake; receiving and inventory; configuration and setup; production handoff
Topics covered
AI-powered order entry; PO extraction; packing slip processing; human review; reduce data entry costs;
part number matching; fee lines; extraction rules; field visibility settings; Use Default overrides;
matched quotes; work order creation; notification preferences; margin and throughput
part number matching; fee lines; extraction rules; field visibility settings; Use Default overrides;
matched quotes; work order creation; notification preferences; margin and throughput