Tutorial Your Customer Portal: Easy Access to Quotes, Orders & Docs in One Place
Identity & metadata
Video title Your Customer Portal: Easy Access to Quotes, Orders & Docs in One Place
Date published Set at publish
Duration 2:43
Video type Tutorial / Overview
Audience Customer portal users; buyers; outsourced-order contacts
Video summary
In one sentence Steelhead's customer portal puts part progress, documents, RFQs, quality,
shipping, invoices, and AP in one place—like tracking a package—with filters,
search, and mobile access so you skip status calls.
What this video covers It compares everyday package tracking to following parts inside Steelhead, then walks the
tutorial dashboard—which can differ by user and supplier.

You tour the homepage, vendor tabs when you multi-source, Parts with real-time status and filters,
global search, and related PDFs.

You see RFQs: submit requests, monitor active or converted RFQs and quotes, certs and revision
history, then Quality (RMAs, nonconformance reports, holds), Shipping docs, invoicing linked to POs,
and AP balances including pay-from-portal.

It closes on mobile access and learning more.
Problem it solves Waiting on phone or email for "where's my parts?" slows everyone down.
A single portal mirrors self-service shipment tracking—you open one hub for status, paperwork,
and next steps anytime.
Key capabilities shown • Customizable homepage (logo in upper-right, Edit layout, Save or Reset)
• Contact info and notices; optional multi-vendor side tabs
• Parts: real-time progress, filters, Hide details, Search, Order By, detail view, PDF download
• Top search bar with toggles for quick lookups
• RFQs: prefilled forms, Submit, tracker for active / converted / declined and linked quotes
• Certs with revision history and linked documents
• Quality: RMAs, nonconformance reports, quality holds (live data)
• Shipping: details, packing slips, bills of lading
• Invoices and linked PO line items, due dates; AP balances, statements, pay-in-portal
• Full experience on mobile
How the demo flows • Hook: deliveries you already track + same idea for parts in Steelhead
• Disclaimer: dashboards vary by account
• Homepage layout, notices, reorganize tiles; vendor tabs
• Parts list: filters, search, sorting, drill-in, downloads
• RFQ request and lifecycle; certs
• Quality → Shipping → Invoices → AP
• Mobile + wrap-up
Full transcript
Speaker Voice over / Host
Transcript [00:01] You already track your packages and deliveries in your everyday life.

[00:04] With Steelhead, you can now track your parts the same way.

[00:08] This is a quick guide to your customer portal.

[00:10] Keep in mind sections and options are a little different for each user, as this
dashboard is tailored to what's relevant to your account.

[00:16] So don't worry if what you see isn't identical to this.

[00:19] [views portal home] So here's home base. Everything is organized into sections.

[00:21] Contact info is along the top. Important notices may display here.

[00:28] If you'd like to reorganize your homepage, just click on the logo in the
upper right corner, Edit, move things around, then Save or Reset if needed.

[00:36] And if you have access to other vendors on Steelhead, you may see extra tabs along
the side. Easily jump between vendors to access information on other orders you may
have outsourced.

[00:45] [Parts section] The Parts section shows real-time progress, where parts are at, and
an idea of when they'll be ready. No back-and-forth phone or email updates.

[00:53] It's just like checking in on an online order to get answers at any time.

[00:57] Hide details, use the filters to narrow down your list, search with the box here,
and use Order By to further configure your views.

[01:08] Click either of these buttons to get back to the main page. You can always
use this search bar at the top with the toggles as needed to easily locate anything.

[01:15] You can see full details and other documents related to this one, and if you
need to download anything, just open up any PDF and download from there.

[01:27] With access to RFQs from the portal, requesting a quote is quick and easy. General
info auto-fills.

[01:31] Just fill in some details here, select your parts and quantity, processes, treatments,
any relevant files, and click Submit.

[01:42] And this is where to track whether RFQs are active, converted, or declined, as well
as jump to the quote attached to any RFQ once that quote is created.

[01:51] If you have certs, cert revision history is located here.

[01:54] Again, any relevant docs are connected, and go ahead and click to download what
you need.

[02:00] [Quality section] The Quality section holds RMAs, nonconformance reports, quality
holds, all pulling current real-time information.

[02:07] [Shipping section] In the Shipping section, shipping details, packing slips, bills
of lading, documents that can be accessed at any time.

[02:13] And here, invoices and linked POs with line items, due dates, and further details.
The AP section contains outstanding balance, payment history, memos, statements, and some
invoices can be paid right from here.

[02:27] And the whole thing works on your phone, so you can check in from anywhere.

[02:32] That's your customer portal. Everything in one place, whenever you want it.

[02:36] And if you're interested in seeing more about how Steelhead works, click the button
to learn more.
Taxonomy tags
Steelhead product area Customer Portal; Ordering; Quality; Shipping
Feature / module Customer portal; Parts progress; RFQs; certificates; Quality (RMA, NC, holds); Shipping documents;
Invoices & POs; Accounts payable self-service
Workflow category Self-service visibility; quoting; documentation; fulfillment; payments
Topics covered Portal navigation; tailored dashboards; Parts tracking; RFQ submission and status;
certs & documents; Shipping & invoicing; mobile access