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
- External Agent Access Levels
External Agent Access Levels
Updated
by Dale Mandeville
Wheelhouse system owners may allow limited access to Wheelhouse for their External Agents such as Manufacturer's Representatives and Dealer Agents. Depending on the options selected, External Agents may be able to see their dashboard, create quotes and sales, convert quotes to sales, or edit adjust access for other external agents or their Dealership.
Allowing Access to External Agents (Reps and Dealers)
In order for an External Agent to access the Wheelhouse Outside Sales Application, they must be listed as Dealer Contact in the Outside Sales Application and must have an Access Level other than None. The following table explains the system access granted to each type of External Agent.
Access Levels
- None: Block contact's access for the location
- Non-Login, Notifications: Block contact's access for the location but allow notifications emails to be sent to the user.
- ReadOnly: View all quotes & sales for the location
- OwnedRecordsOnly: View and Edit Owned quotes & sales for the location
- OwnedRecords: View and Edit Owned quotes & sales they created for the location PLUS View all quotes & sales for the location
- Standard: View and Edit all quotes and sales for the location
- Admin: View and Edit all quotes and sales for the location PLUS Add contacts for the location
This table explains the access granted to each type of Contact/External Agent in more detail.
Access Level | Purpose | Unowned Records | Owned Records (Records they created) | Customer Fields |
None | Block contact's access for the location | No Access | No Access | No Access |
Non-Login, Notifications | Associate contact's email address with the location without providing login access. | No Access | No Access | No Access |
ReadOnly | View all quotes & sales for the location Allow the contact to view the records associated with the dealer to which they have access. Does not allow editing of the records. | ReadOnly | ReadOnly | ReadOnly |
OwnedRecordsOnly | View and Edit Owned quotes & sales for the location Allow the contact to view and edit only the records that they created or for which they have been given ownership. | No Access | Create/Read/Write | ReadOnly |
OwnedRecords | View and Edit Owned quotes & sales they created for the location PLUS View all quotes & sales for the location Allow the contact to view the records for the dealer(s) to which they have access while only allowing editing of the records that they own. | ReadOnly | Create/Read/Write | ReadOnly |
Standard | View and Edit all quotes and sales for the location Allow the contact to edit all records for the location. | Create/Read/Write | Create/Read/Write | ReadOnly |
Admin | View and Edit all quotes and sales for the location PLUS Add contacts for the location Allow the contact to edit all records for the location and add contacts for the location. | Create/Read/Write | Create/Read/Write | Limited Editing |
