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®
- Items and Configurators
- Product Configuration in Wheelhouse
Product Configuration in Wheelhouse
Updated
by Austin Beveridge
Product Configuration in Wheelhouse
The Wheelhouse Product Configurator is designed to efficiently manage the assembly and ordering process of products. It ensures that products are assembled correctly, reducing errors during the ordering process.
Wheelhouse Product Configuration Series
The Wheelhouse Product Configuration Series provides a step-by-step guide to setting up and customizing product configurators in Wheelhouse. Through these videos, you’ll gain a thorough understanding of the entire configuration process, covering:
- Creating and Organizing Item Structures – Build logical item hierarchies to support smooth, guided selections.
- Setting Up Visual Interfaces – Design user-friendly displays that showcase product options intuitively.
- Managing Order Displays – Structure displays to simplify customer interactions and streamline order processing.
- Defining Custom Rules – Implement intelligent rules that ensure accuracy and prevent configuration errors.
Part 1 - Introduction to Product Configuration
An introduction to creating Product Configurators in Wheelhouse.
Part 2 - Item Designer
A guide to creating products in Wheelhouse using the Item Designer.
Part 3 - Item Configurators
A guide to creating Product Configurators in Wheelhouse.
Part 4 - Rule Definitions
The final part of the Product Configuration Series, a guide to creating Rule Definitions for Product Configurators in Wheelhouse.
