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- Wheelhouse® Reports, Import, Exports, and Document Templates
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 People and Organizations in Wheelhouse
Admin List Views and Single Record Views
Understanding Order Flow in Wheelhouse
Document Categories
Logging In and Getting Started
Left Menu Navigation
Advanced Search Techniques
User Administration
Managing User Accounts: Adding, Editing, and Revoking Access
Defining or Adjusting Teams
User Profiles and Roles
Understanding Wheelhouse Login Types
Choosing a User Profile
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
Adding Dealer and Outside Rep Logins
Using Order Flags and the Flag First Configs Option
Closing a Sale
Creating customers, quotes and sales
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
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
Reports, Import, Exports, and Document Templates
Running Reports
In this article, we'll explain the process to run a report. From the Left Menu, navigate to Reports -> Custom Reports. Select a report to reveal a dropdown, fill in the Start and Through date fields,…
Creating Reports on Quotes, Sales, and Outside Reps
Finding the Quotes, Sales, and Commission Reports. From the left menu, select Custom Reports. If enabled on your system, the sales reports and quotes reports will be among the available reports. Ente…
Exporting to Excel
This article outlines the process for locating records and exporting them to Excel. Prerequisites : Administrative access to the relevant area of Wheelhouse containing the records of interest is requ…
Preparing Excel and Word Templates for Data Merge
Wheelhouse is capable of merging data into template documents created with Microsoft Excel and Microsoft Word. Once the merge is complete, the file may be exported to a PDF or left as the original fi…
