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
Bin Locations
Updated by Dale Mandeville
Setup of Areas, Bays, and Bin Locations
Bin Numbering Logic
Wheelhouse helps minimize inventory search time by using a formal bin numbering system that connects Area, Bay, and Bin Location to give an exact position in the facility. The diagram below shows a single Bay with several Bin Locations.
The Bin Location is in the format AREA.BAY.SHELF POSITION
• Up to 99 positions per shelf
• Physical widths of bins are irrelevant. The position (count) is the only factor.
• Multiple items may be assigned to one bin location (not recommended)
Setting Up Bin Locations
- Open Production > Setup > Area ( or Inventory > Setup > Area )
- Open an Area
- Select the Bays tab
- Click (+) to add a Bay.
- Name the Bay. We suggest using numbers 10, 20, 30, etc, since the Bay Number will be part of the Bin Location. For example, AREA.10.201. Also, skipping from 10 to 20 allows for the insertion of a new bay without re-numbering, for example, adding AREA.15.
- Save the Area
- Open the Bay to edit
- Select the Item Bins tab
- Add the highest bin location to get a visual of your bay quickly. This is the top right shelf since shelves are numbered from bottom to top, left to right.
- Select the item to put in that location and click the link button.
- Click on empty locations to add additional items. Click on existing bin locations to remove or edit them.
Connecting Bays to a Work Center
Associating a bay with a Work Center tells Wheelhouse that the bay is in close proximity to the Work Center. This is helpful for inventory picking and Work Order Stash locations.
- Open Production > Setup > Work Center
- Select a Work Center to edit
- Verify that the Work Center is in the same Area as the Bay(s) you're connecting.
- Select the Bays tab and use the (+) button to find and add the associated Bays.
- Save and Exit