WHEELHOUSE®

Using Order Flags and the Flag First Configs Option

It is often helpful to bring Certain Quotes, Sale Orders, or Invoices to the attention of certain users. Wheelhouse's Order Flags allows users to display a flag icon to other users. Wheelhouse also p…

Creating Reports on Quotes, Sales, and Outside Reps

Finding the Quotes, Sales, and Commission Reports. From the left menu, select Custom Reports. If enabled on your system, the sales reports and quotes reports will be among the available reports. Ente…

Build Types

Wheelhouse supports various build types and usage guidelines to streamline development and management workflows. The platform leverages structured processes to manage build configurations, providing…