---
title: "Understanding Order Flow in Wheelhouse"
description: "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. Creating customers, quotes, and sales.…"
url: "https://support.wheelhousemfg.com/article/rezm229y4m-understanding-the-order-flow-in-wheelhouse"
category: "Navigation and Definitions"
updated_at: "2025-06-11T18:42:58Z"
---

# Understanding Order Flow in Wheelhouse

### Understanding Order Flow in Wheelhouse

#### Order Management Guide

[Wheelhouse Order Management Guide](https://www.youtube.com/embed/PNTg-lsY43g?feature=oembed)

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](https://support.wheelhousemfg.com/article/lnj2pgxby2-creating-quotes-and-sales-real-thing)
2. [Convert the Quote to a Sale](https://support.wheelhousemfg.com/article/lnj2pgxby2-creating-quotes-and-sales-real-thing#converting_a_quote_to_a_sale) ([or Create a Sale](https://trestle.helpdocs.io/article/lnj2pgxby2-creating-quotes-and-sales#creating_a_sale_from_scratch)) in Customer Service
3. [Create a Job](https://support.wheelhousemfg.com/article/qovnecfmhm-creating-a-job) from the Sale in Job Scheduler
4. [Create a Work Order](https://support.wheelhousemfg.com/article/qovnecfmhm-creating-a-job#schedule_the_work_order_with_the_gantt_chart) for each sale item in the Job using Job Scheduler
5. [Editing Labor Routings](https://trestle.helpdocs.io/article/4sdvw044ux-job-scheduler-general-overview#editing_labor_routings) for the Work Order in Job Scheduler
6. [Log individual times](https://support.wheelhousemfg.com/article/6flbf3acw8-shop-work-general-navigation#starting_stopping_scanning_completing_a_work_order) on Operations that are part of the Work Order using Shop Work
7. [Complete the Work Order](https://support.wheelhousemfg.com/article/6flbf3acw8-shop-work-general-navigation#starting_stopping_scanning_completing_a_work_order) in Shop Work
8. [Close the Work Order](https://support.wheelhousemfg.com/article/6flbf3acw8-shop-work-general-navigation#starting_stopping_scanning_completing_a_work_order) in the Work Scan App
9. [Close the Sale](https://support.wheelhousemfg.com/article/kbirgd2okz-closing-a-sale-in-customer-service) in Customer Service

#### Next: [Creating customers, quotes, and sales](/article/lnj2pgxby2-creating-quotes-and-sales-real-thing)