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- Wheelhouse®
- Production Routing and Tracking Shop Work and QR Scanning
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
Shop Work and QR Scanning
Shop Work
This article covers the basic functions of the Shop Work app. Purpose Navigation The Layout of the Shop Work Application Navigating the Work Scan App Starting/Stopping/Completing a Work Order Adding…
Viewing/Adding/Resolving Work Order Issues
Viewing/Adding/Resolving Work Order Issues. Purpose of Work Order Issues. Issues may be used to log a problem or make a note about a Work Order. This may include items of concern or comments associat…
Shop Work: Priority Flags and Fixed Position
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. Whe…
Merge Line Items at a Certain Step (Stash & Merge Functionality)
The Stash & Merge functionality allows users to temporarily store or "stash" work orders at specific points in the production process until they're ready to be merged with other work orders. This doc…
Stopping Work Center or All Running Operations at the End of the Shift
Purpose of Function. To ensure accurate operation time tracking, Work Center managers should stop all operations at the end of each shift. Stopping operations does not complete them; it merely suspen…
Bin Locations
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…