WHEELHOUSE®

Deploying A Configurator to Another Environment

Exporting the Configurator. 1. Exporting Item Bill of Materials. Navigate to the root item of the configurator that you would like to export (this is the item that you target with the configurator re…

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…

QC Non Conformance Reports (NCRs)

This article will guide you through the process of directly creating a Non-Conformance Report (NCR) or creating an NCR from a Quality Control Inspection Record (QCIR). It will also cover the process…