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®
- Production Routing and Tracking
- Shop Work and QR Scanning
- Shop Work: Priority Flags and Fixed Position
Shop Work: Priority Flags and Fixed Position
Updated by Dale Mandeville
Shop Work Priority Options
Management often needs the ability to change the priority of work orders, put them on hold, or sort the work orders at a particular work center for optimal processing. Wheelhouse meets these needs with two distinct options: (1) Priority Flags and (2) Work Center Fixed Position.
This tutorial will explain both prioritization options, when to use them, and how they interact.
Priority Flags
Priority flags are visible to everyone using shop work, regardless of work center. They help management communicate the status of a work order and move prioritized work orders to the top of the processing queue, in order by the priority setting. Priority Flags are great for marking an order as "On-Hold", "High Priority", or any other flags you choose.
How to use Priority Flags
- With admin access, setup the Flag Selection List
From the menu, select: Make > Priority Type
Adjust the flags to meet your needs. - Set the flag on the work order in the Job Scheduler
In the Job Scheduler, edit an individual work order.
Set the flag in the work order header. - View the flag in Shop Work
The Priority Flag will be visible to everyone in shop work when the order is visible
If Work Center Fixed Position is being used simultaneously it will take precedence over Priority Flag Type
Work Center Fixed Position
Work Center Fixed Position allows a work center operator to force the jobs into a certain order based on management requests. Because it only applies to a single work center, Work Center Fixed Position is visible only when Shop Work is filtered to a specific Work Center.
How to use Fixed Position
- In Shop Work, filter to one Work Center
- Click the pin to set a fixed position for the work order and enter the position number
- To toggle ignore pins on/off, click the pin at the top of the pin column
- Remove a fixed position by selecting the position number and clearing the value.
- If Fixed Position is used in conjunction with Priority Flags, Fixed Positions take precedence