WHEELHOUSE®

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…

QuickBooks Online (QBO) Integration Overview

✅ QuickBooks Online (QBO) Integration Overview. Wheelhouse provides a robust integration with QuickBooks Online (QBO) to streamline your purchasing, invoicing, and accounting workflows. The integrati…

Tablet and Computer Requirements

To Use Order Management (Dealers and Customer Service), the minimum specifications are: Phone or computer with internet access and a supported web browser. Browsers Supported: Edge, Chrome, Firefox.…