Drive Efficiency with Steelhead's Outsourcing Capabilities
inbound parts in one Steelhead hub
with quote-style PO lines and line items, reorder intelligence and quick PO creation from stock
risk, outsourcing status-to-PO flows, Vendor Shippers, Ship and Complete, Parts at Vendor under Receiving, multi-item
receiving on Inventory on order, and richer filters on Receivers.
on the Purchasing dashboard where Purchase orders, Outsourcing, and Inventory Control live in one place.
The PO section keeps familiar workflows while adding multi-line structure like sales orders and quotes—complex
pricing, accounting, and inventory behavior—with auto-fill from prior item entry, plus files and header details
like quotes, BOM links to line items, bills, pencil edits, and per-line plus controls for
products, price, quantity, and staging forward.
Inventory Control covers reorder points, alerts at critical levels, threshold and target columns, on-hand and
on-order, draft PO quantity, projected stock, Inventory Report drill-down, checkboxes for soon-to-run-out items, and PO
creation from selection or the plus control with vendor data from the last PO.
Outsourcing walks filters, awaiting PO, PO creation to Active, Vendor Shippers with Create Vendor shipper,
Save and ship versus awaiting shipment, Ship and Complete when outsourcing finishes a work order,
Shipped tab actions, and Parts at Vendor from Receiving with per-row Receive, receive-and-step, and move
or complete.
The close covers batch receive on Inventory on order and search and filters on Receivers.
receive it back. Bringing those flows under Purchasing with clearer PO structure and faster receive
paths reduces context switching and manual re-entry.
• PO layout aligned to quotes: files and top-of-PO context; BOM items, PO lines, bills; pencil
edits and line-level plus for line items
• Line and line-item model like sales orders and quotes for pricing, accounting, and inventory combinations
• Item auto-fill from earlier field values when adding lines
• BOM item linking for cost association and spend visibility
• Move PO to next stage back into purchasing when ready
• Inventory Control: reorder points, critical notifications, threshold, target, on hand, on order, in-draft PO quantity,
projected stock
• Inventory Report button; checkbox view for items projected to run out soon
• Create PO from selected lines or plus control; vendor prefill from last PO for that
item
• Outsourcing tab: status at a glance; filters including awaiting PO; create and activate PO from
a row
• Vendor Shippers: POs awaiting shipper; Create Vendor shipper; Save and ship or save to awaiting
shipment
• Ship and Complete when outsourcing is the final work order step; Mark as shipped
• Shipped tab: Parts at vendor toggle; receive, archive, or open Parts at Vendor
• Parts at Vendor on Receiving dashboard: Receive per line; receive quantity; receive and step in
one action; move or complete after receive
• Inventory on order: receive multiple selected items in one flow with quantities and details
• Receivers tab: additional filters and search
• Purchasing dashboard overview and PO tab with updated look
• Quote-style PO: lines, line items, expedite example, Save; BOM and bills; edits and plus on
lines
• BOM links, spend visibility, stage PO forward
• Inventory Control: stock health columns, draft and projected stock, report, low-stock selection, quick PO with
vendor carryover
• Outsourcing: list, filter awaiting PO, build PO to Active, Vendor Shippers workflow
• Ship and Complete; Shipped tab and Parts at Vendor entry point
• Parts at Vendor receiving actions and inventory movement choices
• Inventory on order multi-receive; Receivers filters
• Close: efficiency and single-interface positioning
[00:00] With Steelhead's continued effort to incorporate your valuable feedback, this powerful update will consolidate your
operations and drive efficiency through outsourcing, purchasing, shipping and receiving, saving you time, simplifying your
workflow and boosting productivity.
[00:13] Your new consolidated dashboard named Purchasing brings purchase orders, outsourcing, and Inventory Control together to
quickly access everything you need in one convenient location.
[00:22] [Purchasing dashboard, PO tab] The first thing you're going to see in this dashboard is purchase orders with an
updated look; you have mostly the same workflows and functionality here.
[00:29] With the addition being that you now have the ability to create lines and line
items similar to sales orders and quotes in Steelhead.
[00:36] This models complex pricing, accounting, and inventory combinations, giving you more control and specificity.
[00:42] As you add items, any previous information you had filled in for that item will
auto-fill for you.
[00:46] Let's also add another line here.
[00:48] Let's say expedite just one for a hundred dollars.
[00:52] Unit is each and Save. Purchase orders are now set up similar to quotes with
your files and other information here at the top.
[01:00] Then your BOM items, purchase order lines, and bills; you can edit what's here with
the pencil, as well as within the purchase order lines, and click the plus button
on any line to add a line item—select your product, price, and quantity, and Save.
[01:15] You also have the ability to link to BOM items as needed to help you
associate costs to specific items and give you visibility into where each dollar is being
spent, and same as before.
[01:26] Once your PO is ready, you can move it to the next stage here, back
to purchasing.
[01:30] [Inventory Control tab] In the new Inventory Control tab, you can easily maintain optimal stock levels and prevent
stockouts by setting custom reorder points, receiving automatic notifications when inventory reaches critical levels.
[01:41] You can see critical information here about each inventory item at a glance, including your
threshold, stock, target, what's on hand and on order.
[01:49] In draft shows the quantity that is currently in the draft status of a PO.
[01:54] Then you also have the projected stock amount based on previous usage.
[01:59] Clicking on the Inventory Report button, you can pull up more information about each item.
[02:04] Clicking on the checkbox here, you can see that there are more inventory items that
are projected to run out soon, and it's quick and easy to click and create
a purchase order for any item you need—either select items using the checkboxes or click
the plus button.
[02:16] Then add the vendor and it pulls in details from the last purchase order created
for that inventory item.
[02:21] Change any details necessary and click Save.
[02:24] [Outsourcing tab] Now to the Outsourcing tab. Here you have a comprehensive view of all your outsourcing
activities.
[02:29] The intuitive interface allows you to quickly see the status of each service.
[02:33] You have some filtering options as well, and I'll filter this by awaiting PO.
[02:38] Select an item here and create a PO from it.
[02:40] I'll put in a quantity and a price and save to Active, and that will
move these parts over to this list.
[02:45] On the right, you can easily click over to Vendor Shippers.
[02:48] From here where your shipping person can see the POs awaiting shipper with the checkbox
selected, click Create Vendor shipper.
[02:55] You can change the quantity if you need to and then Save and ship.
[02:58] Or if you save from here, it will move this over to awaiting shipment.
[03:02] When outsourcing is the final step on a work order, use the new Ship and
Complete option to finish the process without needing to manually receive parts.
[03:10] If needed, you can click Mark as shipped, confirm here.
[03:12] Then clicking into the Shipped tab, you can toggle Parts at vendor to filter the
list, and you have the ability here to receive or archive, or head over to
the new Parts at Vendor page.
[03:21] Conveniently located within the Receiving dashboard, making it easier than ever for your receiving person
to track and manage incoming parts and inventory with an updated look and more intuitive
interface.
[03:31] Parts at Vendor has the addition of the Receive button on each individual item.
[03:36] Put in your receive quantity here.
[03:38] Then you can receive and step parts with one click, or if you just receive
parts, they'll show up here where you have the option of moving or completing one
or multiple parts.
[03:48] [Inventory on order tab] Moving on to a major upgrade in the Inventory on order tab, you can now
receive multiple items simultaneously.
[03:54] You can search or filter the list with these options here.
[03:57] Select any items and click Receive.
[03:59] Add the quantity of each item being received, fill in any other details, and then
Save.
[04:04] [Receivers tab] Then one more addition. Within the Receivers tab, you have multiple filters and search options
to help you filter the list and quickly find anything you're looking for.
[04:12] This update was designed to drive efficiency throughout all of your workflows.
[04:16] With Steelhead, you're not just managing operations, you're mastering them.
[04:20] Unlike traditional systems that require manual tracking or multiple platforms, Steelhead provides a single intuitive
interface and strives to give you the customization that you need.
on order; Receivers
and complete; batch receiving