Wheelhouse®
QuickBooks Online Integration
Custom Fields and Forms
System Administration
Troubleshooting Checklist
Document Auto Number Format
Sale Shipment Records and Tracking Information Emails
Peripherals and Equipment Requirements
Navigation and Definitions
Understanding Order Flow in Wheelhouse
Understanding People and Organizations in Wheelhouse
Admin List Views and Single Record Views
Document Categories
Logging In and Getting Started
Left Menu Navigation
Advanced Search Techniques
User Administration
User Management: Adding, Editing, and Revoking Access
User Profiles and Roles
Choosing a User Profile
Defining or Adjusting Teams
Understanding Wheelhouse Login Types
Reports, Import, Exports, and Document Templates
Running Reports
Creating Reports on Quotes, Sales, and Outside Reps
Exporting to Excel
Preparing Excel and Word Templates for Data Merge
Quality Mangement
Adding QCIR Templates
QC Non Conformance Reports (NCRs)
Adding Quality Control Inspection Records (QCIR) in Shop Work
Order Management
Creating customers, quotes and sales
Order Management Guide
Adding Dealer and Outside Rep Logins
Using Order Flags and the Flag First Configs Option
Closing a Sale
External Agent Access Levels
Printing and Emailing Quotes and Sales
Production Routing and Tracking
Shop Work and QR Scanning
Shop Work: Priority Flags and Fixed Position
Merge Line Items at a Certain Step (Stash & Merge Functionality)
Stopping Work Center or All Running Operations at the End of the Shift
Bin Locations
Shop Work
Viewing/Adding/Resolving Work Order Issues
Production Scheduling
Labor Routings
Production Definitions
External Connections - API
Items and Configurators
Product Configuration in Wheelhouse
Item Overrides: Name, Pricing, and Discounts
Public Item Selector AKA Public Display Categories
Deploying A Configurator to Another Environment
Item and BOM Import Action
Wheelhouse Change Log
Table of Contents
Dino Script® Language Reference
Appendix A: Trestle®/Dino Script® Integration
A: Table of Contents
A: Commands
A: Dynamic and DynamicProxy
A: Advanced Command Arguments
A: Introduction
A: Files
A: Direct Links - URLs and Downloads
A: Running SQL Queries
A: NPOI and Excel, DocX and Word
A: Embedded Apps with MS Access Files
A: Returning JSON Data
A: Host and Target
A: Command Arguments
A: Creating/Running a Command
Adding New Functionality with Dino Script XCommand™
Introduction
Dino Script™ Table of Contents
Operators
Concepts
Syntax
Expression Types
Keywords
Variables
Blocks and Scopes
Built-In Functions
Custom Functions (defs)
Anonymous Functions
Conditional Statements
The Context Object
FAQ
Dino Cookbook
Sandbox In-Depth
Functions as Delegates
Style Guidelines
Native Types
Aliasing
Other Dino Scripts
- All Categories
- Wheelhouse®
- Order Management
- Printing and Emailing Quotes and Sales
Printing and Emailing Quotes and Sales
Finding Quote/Sale Print and Email Functionality
From the left menu, select Sales > Customer Service. Once loaded, select and edit the Quote, Invoice, Sale Order or RMA you would like to email or print.
Sending Quote/Sale Paperwork via Email
- After loading a specific Quote, Invoice, Sale Order or RMA record, click on the Print icon and select 'Email/Print from Template'
- Select options for PDF Template, Email Template and Additional Options before clicking next. The 'PDF Template' controls the template used to for creating the PDF attachment that is sent to the customer. The 'Email Template' controls the template used to pre-populate the values on the next screen. Neither the 'PDF Template' or 'Email Template' needs to be selected. The system will select the default template.
- After clicking on 'Run' from the previous screen, the next screen will be pre-populated with values based on the 'Email Template' selected. The 'Email To' field will be pre-populated with the customers email address and/or any contact in the system who has been marked as 'purchasing' for that particular customer. Make any changes that may be required and click 'Run' in order to send the email.
- After a successful send. The response you will get is as follows. If an Error is received from SendGrid when trying to send the email, an error message will be presented to the screen and this process will need to be repeat again from Step 1.
- Sending an email to a customer also automatically saves a hard copy of both the email content and print template to the associated Quote, Invoice, Sale Order or RMA record. This is visible under the 'Files' tab.
Printing Quote/Sale Paperwork
- After loading a specific Quote, Invoice, Sale Order or RMA record, click on the Print icon and select 'Print Quote'
- Select the desired options from the 'Print As', 'Template' and 'Additional Options' dropdowns. The 'Print As' controls the template used to for creating the PDF/Excel file that will be download on the next screen. The 'Template' field can be ignore as it is not used. The 'Print As' does not need to be selected. The system will select the default template.
- If you would like to save a Hard Copy of the PDF or Excel file to the associated Quote, Invoice, Sale Order or RMA record, please ensure the 'Save PDF hard copy to record' is selected under 'Additional Options'
- After clicking on 'Run', the next screen will display a download link, where the file can be downloaded and printed from your local computer.
- If you selected 'Save PDF hard copy to record' in Step 3, you will find this file under the 'Files' tab for the associated Quote, Invoice, Sale Order or RMA record.
