AEO card — Finding Parts in Steelhead with Dinah
Product Finding Parts in Steelhead with Dinah
Identity & metadata
Video title Finding Parts in Steelhead with Dinah
Date published December 20, 2023
Duration 1:54
Video type Product tip / Short demo
Audience Front desk and customer service staff; production; admin
Video summary
In one sentence Steelhead's global search bar lets you find any customer's parts, received orders, work orders, or
racks in a few clicks, so you can answer a customer's "where are my parts"
call immediately instead of walking the shop floor to look.
What this video covers Steelhead's Dinah, Quality Assurance Specialist, introduces the global search bar at the top of Steelhead,
which can search received orders, work orders, part numbers, racks, customers, and more.

She walks through a live example: a customer, Pete's Auto, calls asking where their parts
are. She searches the company name in the global search bar, opens Pete's Auto's customer
record to see all related links, then opens one of the customer's work orders to
verify the parts and see exactly where they are, what location they're in, which steps
are already complete, and which steps remain.
Problem it solves When a customer calls asking for a status update, walking the job shop floor to
physically track down their parts wastes time and keeps the customer waiting. The global search
bar surfaces a customer's related work orders, part locations, and production status in a few
clicks, so front desk and customer service staff can answer immediately.
Key capabilities shown • Global search bar available at the top of every Steelhead screen
• Search across received orders, work orders, part numbers, racks, and customers
• Customer record surfaces all related links in one place
• Work order view shows exact part location and current status
• Visibility into completed steps and remaining steps for a part in process
How the demo flows • Points to the global search bar at the top of the screen
• Searches the global search bar for the customer name, Pete's Auto
• Opens Pete's Auto's customer record and its related links
• Opens one of the customer's work orders to verify the parts and their location and
status
Full transcript
Speaker Dinah, Quality Assurance Specialist, Steelhead
Transcript [00:00] Hello, my name is Dinah.

[00:02] I'm a quality assurance specialist here at Steelhead.

[00:05] And I'll be discussing finding parts using the global search bar tool.

[00:09] [points to the global search bar] So here it is up top.

[00:12] This search bar is very beneficial.

[00:15] You can find parts immediately so you can search, received orders, work orders, part numbers,
racks, customers, et cetera.

[00:30] There's a lot, you can, a lot you can do with the search bar to
find parts very quickly.

[00:36] So, for example, a customer calls and he's like, I need my parts quick.

[00:42] I can ask him, what is your company name?

[00:45] [searches the global search bar for Pete's Auto] And go ahead and look it up. He says It is Pete's Auto.

[00:49] [opens Pete's Auto's customer record] There it is right there. Put this little link and it shows all of Pete's
Auto's related links.

[00:57] [opens a work order from the customer's related links] We're gonna look into his work orders and here's one form.

[01:02] You can verify that these are the parts he's looking for and you can see
right away where they're at, what location and you can clue 'em in very easily.

[01:12] You can see the steps that they've already gone through, where they're at right now,
and the steps they need to go through in order to be complete.

[01:22] So this makes it easy for you.

[01:25] Eliminates the need to walk around the job shop, trying to figure out where the
parts are at.

[01:32] They're just right here. Find them in a few clicks.

[01:35] So it keeps you happy, keeps the customer happy, 'cause you're able to find the
answer is immediately and overall just very beneficial.

[01:45] Beneficial tool keeps your job shop running very efficiently.
Taxonomy tags
Steelhead product area Global search; Work orders; Customers
Feature / module Global search bar; customer records; work order status and location
Workflow category Customer service; part tracking and visibility
Topics covered Global search bar; finding a customer's parts; work order location and status; answering customer status
calls quickly