Quick Start Guide

Get up and running fast — the essentials for day-one sales
WHIRLWIND FRANCHISE+ TRAINING

In This Guide

1 Looking Up Inventory & Pricing 2 Writing Up a Quote / Order 3 Converting a Quote to an Order 4 Request Product & Schedule Delivery 5 Taking Payment 6 Checking Delivery Availability
1
Sales

Looking Up Inventory & Pricing

Find the Product
1
Open the Product List

From the Dashboard, find the Quick Actions bar and click Product List. This opens the product search screen where you can look up any product with pricing and inventory details across all locations.

The Dashboard showing the Quick Actions bar with Start, Check Inventory, and Product List buttons.
The Dashboard Quick Actions bar — click Product List (highlighted) to open the product search.
2
Search by Brand, Category, or Size

Use the filter dropdowns at the top to narrow your search: Brand, Category (e.g., Mattress, Adjustable Base), Size, and Firmness. You can also type a model name or SKU directly into the search field.

The Product List search screen showing filter fields for Description, Brand, Category, Size, and Firmness with a Search button.
The Product List search screen. Use the filter fields — Brand, Category, Size, Firmness — to narrow your search, then click Search.
If you want to search in-stock only inventory, select the highlighted "In-Stock Only" checkbox at the bottom of the filter panel.
3
Read the Results

Results show each matching product as a card with the product name, brand, and SKU. The number on the right shows quantity in stock at your location.

Product List search results showing King Koil mattress product cards with pricing, inventory counts, and Specs buttons.
Search results for King Koil — each card shows the product name, SKU, inventory counts (OH, AVAIL, ALLO), and Our Price. Click Specs for full details.
Check Pricing
4
Open Product Specs

Click the green Specs button on any product card. The Product Specifications popup shows the full product name, SKU, brand, product type, color, and status.

The Product Specifications popup showing product image, name, SKU, brand, product type, and Pricing Information section.
The Product Specifications popup — shows the product image, name, SKU, brand, category, and pricing information.
5
Review Pricing

If more than one price is set up for the product you will see it in the search results screen on each model card.

Product List search results showing multiple pricing tiers displayed on each product card.
Search results with multiple price points shown on each card — Our Price, Web, and MAP are visible where configured.
2
Sales

Writing Up a Quote / Order

Build the Cart
1
Open the Shopping Cart

Click Sales → Shopping Cart (or use the Start quick action on the Dashboard). A new cart tab opens.

The Dashboard showing the Quick Actions bar with the Start button highlighted.
The Dashboard Quick Actions bar — click Start (highlighted) to open a new Shopping Cart.
An empty Shopping Cart screen showing cart tabs, the Add Product button, and action buttons at the bottom.
A new empty Shopping Cart — use the cart tabs at the top to switch between carts, and click Add Product/Service to start adding items.
2
Add Products

Click Add Product/Service to Cart. Use the filters (Brand, Category, Size, Firmness) to find the item and review results. Click on either the model number or the price chosen, and this will begin the process of adding the item to the cart. Set the quantity and price, then click Add to Cart.

The Search Product/Service Catalog screen with filter fields for Description, Category, Size, and Firmness.
The Search Product/Service Catalog screen — use the filters to find the product, then click it to add to your cart.
Inventory Results showing product cards with pricing tiers and an Adding to Cart loading spinner.
Inventory Results — click on the model number or a price button to begin adding the item to your cart.
The Product/Service Details screen showing model number, description, quantity, price, notes, and Add to Cart buttons.
Product/Service Details — confirm the quantity and price, add any notes, then click Add to Cart. Warranty and Protection Plans appear below for easy add-on.
3
Add Accessories

After adding the main product, the system shows recommended accessories (e.g., pillows, protectors, warranties). Review these with the customer and add any they want.

Create the Quote or Order
4
Review the Cart

Back in the cart view, confirm all items, quantities, and prices are correct. Check the Order Summary at the bottom for the total.

Shopping Cart with one item added showing Order Summary with Items in Cart and Item Total, and action buttons below.
The Shopping Cart with an item added — review the Order Summary, then click Create Quote or Create Order.
5
Select Quote or Order

Ask for the Sale! If the customer is not ready to commit, select Create Quote. If they are ready to buy, select Create Order. You will then be prompted to search for or add customer information.

Shopping Cart with Create Quote and Create Order buttons highlighted.
Click Create Quote or Create Order at the bottom of the cart to proceed.
Search Customer List screen with search field and New Customer button.
The system prompts you to assign a customer — search by name, ID, address, or phone. Click New Customer if they are not in the system yet.
Search Customer List showing matching customer cards with names, addresses, and phone numbers.
Customer search results — click the matching customer card to assign them to the quote or order.
New Quote form showing Customer, Bill To, Ship To, and Order Details sections with Continue to Quote button.
Review the customer info, Bill To/Ship To addresses, and Order Details (Sales Rep, Location, Tax Group, Delivery, Pay Terms). Click Continue to Quote (Orders will look/act similar).
6
View Created Quotes / Orders

The system will then create a quote/order document with a unique number. You can print or email this to the customer.

A completed Quote showing the quote number, customer details, and Products and Services section.
The completed quote — showing the quote number, customer details, and the products added. Use the top tabs (Customer, Products, Details, Summary, Target, Deliveries, Action Log) to navigate.
Quote screen with Email and Print buttons highlighted in the top toolbar.
Use the Email and Print buttons (highlighted) in the toolbar to send or print the quote for the customer.
7
Set a Target Date

On the quote screen, click the pencil icon next to Target Date and set a follow-up date. Set reminders (e.g., 6, 4, 2, 1 weeks) so the system alerts you to make sure the customer's order is on track for when they need the item(s), and if a quote, before the quote goes cold.

The Target tab showing Target Date, Reminders with week intervals, and Deliveries section.
The Target tab — set the Target Date and enable Reminders at week intervals (6, 4, 2, 1) to stay on top of the order or quote.
A good practice is to set the target date 7–14 days out and call the customer a day or two before to check in.
3
Sales

Converting a Quote to an Order

Convert the Quote
1
Open the Quote

Find the quote in Sales → Sales Organizer or use Doc / Model / Part Search to look it up by quote number. Click to open it.

2
Convert the Quote

On the quote detail screen, click the Manage button in the top right and select Convert Quote. Choose "Convert this Quote into a Customer Order?" to convert it into a live sales order. The badge changes from purple (QUOTE) to green (ORDER).

The Manage dropdown menu showing Email, Print, Convert Quote, and Delete Quote options.
Click Manage in the top right, then select Convert Quote from the dropdown.
The Convert Customer Quote dialog with options to convert to order, create order and keep quote, create new quote, or cancel.
The Convert Customer Quote dialog — select "Convert this Quote into a Customer Order?" to proceed.
4
Sales

Request Product & Schedule Delivery

Request Product
1
Request or Attach Inventory

On the order screen, each line item shows two buttons: Request and Attach Inventory. Click Request to notify the purchaser that the product needs to be ordered — the Target Date you set earlier helps them know when it needs to arrive. Add any comments for the order personnel and click OK Continue. If the product is already physically in your store's inventory, click Attach Inventory to select the specific unit.

Order screen showing Request and Attach Inventory buttons on a line item.
Each line item shows Request (to notify purchasing) and Attach Inventory (to select product already in stock) buttons.
Request Information dialog with comments field, Target Date and Delivery Dates note, Location dropdown, and OK Continue button.
The Request Information dialog — add comments for the purchasing/warehouse team, confirm the location, and click OK Continue. Target Date and Delivery Dates are automatically shared with order personnel.
Order screen showing the line item with an ON REQUEST badge after submitting the request.
After submitting, the line item shows an "ON REQUEST" badge — the purchasing team has been notified and the item is in their queue.
2
Schedule the Delivery

On the order, you will see the option to schedule delivery. Click on it and it will bring you to a calendar view of your delivery schedule.

The Target tab showing the Deliveries section with a Schedule Delivery button highlighted.
Click Schedule Delivery on the order to open the delivery calendar and select a date.
Delivery Schedule calendar view for April 2026 showing available, limited, and full delivery days.
The Delivery Schedule calendar — Green = available capacity, Yellow = limited space, Red = truck is full. Click on a truck to schedule your delivery.
3
View Delivery Map

Click the "eye" icon on the day the customer is desiring delivery. This will pull up a map of all deliveries scheduled for that day. From this screen you can also view a date range of deliveries that are scheduled.

Deliveries Mapped for a single day showing the truck and map.
Click into a single day to see that day's truck and delivery stops on the map.
Deliveries Mapped view showing a date range with delivery dates listed and a map.
Click into a single day to see that day's truck and delivery stops on the map.
4
Schedule the Delivery

Click the + Schedule button on the truck to create a new delivery. Fill in the Delivery Details — select the delivery type (Delivery, Direct to Consumer, or Pickup), set the zone, payment terms, and time window. The customer's address will auto-populate from the order.

Delivery Details screen showing delivery date, truck, delivery type dropdown, zone, payment terms, and customer address.
Delivery Details — select the delivery type, confirm the customer address, and set the time window.
5
Set the Delivery Time

Click the Start Time field to set the delivery window. Choose AM Delivery (8:00 AM – 12:00 PM) or PM Delivery (12:00 PM – 5:00 PM), select the hour and minutes, and set the duration. Click OK to save.

Start Time picker showing AM/PM delivery options, hour and minute selectors, and duration buttons.
Set the delivery start time — choose AM or PM, select the hour and minutes, and set the duration.
6
Add Items to the Delivery

In the Order Items section, select the items to include on this delivery by checking the boxes next to each item, then click Add Selected to Delivery. The item status will change from "Not Scheduled" to "On This Delivery."

Order Items section showing a Not Scheduled item with checkbox and Add Selected to Delivery button.
Select the items to add to this delivery — check the box and click Add Selected to Delivery.
Order Items with item checked and Add 1 Selected to Delivery button highlighted.
Item selected — click Add 1 Selected to Delivery to confirm.
Order Items showing the item now marked as On This Delivery with a green highlight.
The item is now confirmed "On This Delivery" — shown in green.
Always confirm the delivery address and phone number with the customer before they leave. The delivery team will use this to contact them on delivery day.
5
Sales

Taking Payment

1
Open the Payment Screen

On the order detail screen, click the Payment or Take Payment button. This opens the payment entry form.

Order screen showing Take Payment and Apply Payment buttons highlighted.
Click Take Payment (highlighted) on the order to open the payment screen.
2
Enter Payment Details

Select the payment method (credit card, cash, financing, etc.), enter the amount, and process the payment. You can take a deposit now and collect the balance on delivery, or take the full amount upfront — follow your store's policy.

Customer Payment dialog showing options for Cash/Check/Financing, Payment WITHOUT device, and Changed my Mind.
Choose your payment method — Cash, Check, or Financing payment, or enter a payment without a device.
Payment Details screen showing Payment Type, Reference Number, Amount, Date, Employee, comments, and Save Payment button.
Enter the payment details — Payment Type, amount, and any comments. Click Save Payment to record it.
Payment Details screen showing Credit Card as Payment Type with amount and Save Payment button.
Credit Card payment example — confirm the amount and click Save Payment.
3
Confirm the Order

Once payment is recorded, verify the order summary: items, delivery date, and payment status. The order is now live and in the fulfillment pipeline.

Order summary showing Paid amount matching Total, Due at zero, and Payment History with credit card payment recorded.
Payment confirmed — the Paid amount matches the Total, Due shows $0.00, and the Payment History shows the recorded payment.
6
Sales

Checking Delivery Availability

1
Open Delivery Routing

From the left sidebar, click Sales → Deliveries Mapped. This opens the delivery calendar and routing view.

Deliveries Mapped screen showing the map view with delivery stops and the Deliveries Mapped menu item highlighted.
Click Deliveries Mapped (highlighted) in the Sales menu to open the delivery map view.
2
Check Available Delivery Dates

The calendar view shows which dates already have deliveries scheduled and how many stops are on each day. Look for dates with open capacity — days that are not full and that cover the customer's delivery area.

3
Confirm with the Customer

Based on available dates and the customer's location, give them 2–3 date options. Once they choose, you will set this date when writing up the order (covered in section 4 above).

WhirlWind Franchise+ — Quick Start Guide