Understanding Order Flow in Wheelhouse

Understanding Order Flow in Wheelhouse

Order Management Guide

The steps of the order flow are outlined below. To jump ahead in the tutorial, click on a link.

1. Creating customers, quotes, and sales
2. Convert the Quote to a Sale (or Create a Sale) in Customer Service
3. Create a Job from the Sale in Job Scheduler
4. Create a Work Order for each sale item in the Job using Job Scheduler
5. Editing Labor Routings for the Work Order in Job Scheduler
6. Log individual times on Operations that are part of the Work Order using Shop Work
7. Complete the Work Order in Shop Work
8. Close the Work Order in the Work Scan App
9. Close the Sale in Customer Service

Next: Creating customers, quotes, and sales