How Steelhead Serves Fabricators With All-In-One ERP Software
cut plans, drops, and cut work orders from the Cutting dashboard
sales order and order-level BOM pricing, generates work orders, then runs a cut plan on the Cutting dashboard with inventory
depletion, drops as future cut stock, and batch-level traceability back to the sales order.
Component setup covers source operation (cut only versus cut and create blank), the cut stock flag for sheet-style feed
stock, creating materials and geometry types, dimensions and images, quantities per finished good, and the full process tree.
A sales order uses the Add parts to sales order shortcut with assembly name and autofill; the BOM on the order shows the
manufacturing tree, line pricing, and sales-order-only edits that do not change the global assembly.
Work order generation and a hop to the Cutting dashboard introduce parts to be cut filtered by material and geometry, cut
stock availability, open cut work, and completed cuts.
The cut plan walk creates sheet inventory with dimensions and batch, optional drop tracking, cut from plan or Cut parts,
saving a usable drop as inventory, and reviewing completed cuts with depletion and creation tied to batches and
purchasing. The close returns to the sales order tree to continue downstream work orders.
what to nest, what sheet or bar stock is eligible, and what drops are reusable. Without that linkage, cut lists,
stock designations, and order-specific tweaks drift apart from the work the floor actually runs.
process tree
• Sales orders: Add parts to sales order with assembly name and autofill; BOM tree on the order
• Order-only BOM edits and pricing without changing the master assembly
• Generate work orders from the sales order context
• Cutting dashboard: parts to be cut, cut stock, cut work orders, completed cuts; material and geometry filtering
• Cut plan: pick inventory, dimensions, units, batches, stock quantity, optional drop tracking
• Cut parts path without a plan when appropriate; cut from plan after saving
• Drops: optional new part number for reusable remainder stock
• Completed cuts: depletion versus creation with batch-level visibility and purchasing links
• Sales order: Add parts to sales order; BOM tree, pricing, order-only tweaks
• Generate work orders; open Processing treatments example then Cutting dashboard
• Cutting dashboard overview: filters, stations note, lists for demand and stock
• Select demand, open cut plan, build sheet inventory and batch, execute cut
• Drops and completed cuts; trace batch and purchasing
• Return to sales order tree for next operations
[00:00] In this video, I'll walk you through the cutting feature in Steelhead. So starting
in the assemblies dashboard, I'll create a new assembly. Put in your assembly name. Let's
call this Steelhead table demo. And if you don't give it a name, Steelhead automatically
assigns it a number.
[00:13] Select a part number for the assembly. Let's use steel table dash zero one.
Click create. If you haven't yet used this part number, then click save. Now add
the components here that make up this table. Again, start typing your part number and
create a new one if needed.
[00:27] Within this dialogue, there are some fields at the bottom here that allow you
to specify source operation, material, geometry type, and dimensions of the material. So under source
operation, you can choose to just cut or if you have machining to do on
the material.
[00:40] After cutting, choose cut and create blank. On save. This cut stock checkbox is
to say whether or not this part number will be used to create other parts.
So for example, a four by eight piece of sheet metal would be cut stock.
[00:52] Let's create a new material here under substrate carbon steel. You can put in
more details here as desired and click save. We'll create a new geometry type as
well. You can give it a description and specify which dimensions it has.
[01:06] Then upload an image and save and save. Put in your dimensions here. I
have four feet, four feet by one quarter inch. You can also upload an image
and fill in any other desired information in this box before clicking save and create
blank.
[01:26] Then save here, add another component, Steel table legs. Click create. For this one,
we'll create blank on save as well select the material Geometry type will be 1.5
inches round. This has a length and outer diameter. Click save. Then type your dimensions
here, select your units, then save and create blank and save.
[01:55] Put in the count. We have four legs per table with one tabletop creating
a completed table. Then click save. Click on your assembly name to open it up.
Scrolling down to the processes section. You can see the full tree. We'll take four,
one and a half inch steel rounds.
[02:10] Make them into four table legs, machine and tabletop. Then weld those together and
that creates our completed table. So now that our assembly is set up, let's go
create a sales order. New sales order. We'll call this Steelhead table dash zero one
and it's for A, B, C manufacturing.
[02:27] And click save. With this update, you now have a shortcut to add parts
to your sales order. Click add parts to sales order. And here's where you put
in the name of your assembly. Steel table dash zero one and your part number
will autofill.
[02:41] So let's say a B, C manufacturing wants to order three tables. We can
save that and right here on your sales order under BOM items, click the assembly.
Here you can see your manufacturing tree. You can add pricing on each piece of
the table, we'll just put in the final table price.
[02:57] Just click this edit pencil, add line item, add in your description, quantity and
unit price. Then save. And the price shows up here. And let's say you wanna
change some input on this process. Any changes will adjust only on the sales order.
[03:13] It'll not change the assembly at a global level. For example, we can click
on the table legs and make changes here, then save it. And this will not
affect any other orders using this assembly. So if you have any deviation sales order
by sales order specific and not at the global level, you can do that here.
[03:30] Now we'll generate all work orders at once. Add an assembly in here under
process treatments for the main assembly, and then we'll put machining here and save. Then
we can jump into the cutting dashboard, either directly from this page or from the
homepage.
[03:46] Click on cutting. You can also set up work boards for cutting in case
you have different stations like laser one, laser two, et cetera. But here we have
parts to be cut, which pulls a list based on current open sales orders and
unfinished work.
[03:59] The cut stock section holds all available part numbers that are designated as cut stock that we can use to cut these parts down here we have cut
work orders, some jobs that need to be completed. And here's a list of completed
cuts from previous jobs.
[04:13] Let's go ahead and select this table to cut it. Now this list will
automatically filter by part numbers that share the same material and geometry. This way you
can cut several jobs together for maximum efficiency. The cut stock also filters by the
same material and geometry type.
[04:29] Go ahead and click cut plan, select your inventory item, which will be used
to cut this part. Let's create a four by eight by quarter inch sheet. Add
in the dimensions and the units for each. Then click save. And here you can
add in a batch, put in a container name, net quantity, and save.
[04:47] Add in the count of stock that you need for this. Cut and save.
I'm gonna save without tracking drops for now. You could also go straight to cutting
instead of doing the cut plan by clicking cut parts or now that we did
create a cut plan for these, we can cut from here.
[05:01] So for the drop after cutting our three four by fours, we'll be left
with another four by four piece. And this checkbox here is to tell Steelhead to
create a new part number based on the information here. So if your drop is
going to be a unique shape that won't be used again, you can leave it
unchecked,
[05:15] but in this case we have a nice four by four piece, so we'll
save it for future use. So you can see here that we are taking these
two four by eight sheets of inventory, cutting it into three finished tabletops, and there's
one four by four piece of inventory left as a drop save here.
[05:30] Now you can see that shows up in our completed cuts and we have
two sheets, less of cut stock here and clicking on the cut number, you can
see what was depleted and what was created and track it to the batch level
which is related to purchasing information.
[05:43] So I can go up and down the chain and see how everything is
connected together. Going back to my sales order and opening up that manufacturing tree, you
can see the workflow of all the completed steps and we can open up the
planned work order for the other piece of our table
[05:57] and run those parts through their process to completion from this dialogue or inside
of the work order.