Navigation and Definitions
Understanding Order Flow in Wheelhouse
Understanding Order Flow in Wheelhouse. The steps of the order flow are outlined below. To jump ahead in the tutorial, click on a link. Creating customers, quotes, and sales. Convert the Quote to a S…
Logging In and Getting Started
This is article #1 in a series of articles providing an introduction to operations and order flow in Wheelhouse™. Scroll to the bottom of this article for links to the next article. Logging In. Login…
Understanding People and Organizations in Wheelhouse
This article explains the relationships and types of people and organizations in Wheelhouse. Parties fall into 2 categories: People or Organizations. An organization is a method of representing group…
Admin List Views and Single Record Views
In this article, we'll explain the general functions of the list view and single record view which are found throughout Wheelhouse for Managers and Administrators. This article does not apply to Outs…
Document Categories
This article explains the different high-level categories of documents found in Wheelhouse. Archive Document Documents that have been moved out of the main document categories and into an archive. Co…
Left Menu Navigation
The left menu provides the user with navigation throughout Wheelhouse. It is always present on the left side of the screen. Click on a menu header and select a menu item to navigate. Modes. By clicki…
