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Order Management

​Creating customers, quotes and sales

Order Management Guide.. This article covers: Creating a Customer Creating a Quote Converting a Quote to a Sale Creating a Customer. Order Management From the left menu Navigation Bar, select Order M…

Updated by Austin Beveridge

​Closing a Sale

This article reviews how to close a Sale. Close Work Orders Convert the sale to an invoice Close Work Orders. There are multiple ways to close a Work Order, we recommend using the Work Scan App to co…

Updated by Austin Beveridge

Order Management Guide

Order management isn't just about processing transactions - it's the heartbeat of your business operations in Wheelhouse. Whether you're converting opportunities into quotes or transforming sales int…

Updated by Austin Beveridge

Adding Dealer and Outside Rep Logins

This article explains how to add logins that allow a dealer agent access to a certain dealer account. Prerequisites. To add logins to contacts, you must be logged into a system that has Dealer Access…

Updated by Austin Beveridge

Using Order Flags and the Flag First Configs Option

It is often helpful to bring Certain Quotes, Sale Orders, or Invoices to the attention of certain users. Wheelhouse's Order Flags allows users to display a flag icon to other users. Wheelhouse also p…

Updated by Dale Mandeville

External Agent Access Levels

Wheelhouse system owners may allow limited access to Wheelhouse for their External Agents such as Manufacturer's Representatives and Dealer Agents. Depending on the options selected, External Agents…

Updated by Dale Mandeville

Printing and Emailing Quotes and Sales

Finding Quote/Sale Print and Email Functionality. NOTE: This functionality requires a SendGrid Account. Wheelhouse will need to be provided with your SendGrid API key in order for the email functiona…

Updated by Scott Cahill

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