WindoorERP Documentation 19.0

Guided journey

Your first quotation, in 20 minutes

Start with an empty database and finish with a priced, sent quotation for a real window.

7 steps about 20 min Beginner Sales engineer
Start the journey Try it in the live demo

Journey complete

You have worked through every step. Keep the momentum — the next journey builds on what you just did.

All journeys

This is the shortest path to seeing WindoorERP do the thing it exists to do: turn an opening in a wall into a priced, sendable quotation. Follow it in order — each step leaves the system in the state the next one expects.

By the end you will be able to

  • Find your way around any WindoorERP screen
  • Create a customer and open a quotation for them
  • Draw a window, choose its glass, and see the price move
  • Apply a pricelist or a discount without editing line prices by hand
  • Send a quotation for the customer's approval

Before you start

  • A WindoorERP login with the Sales app
  • A profile series and a pricelist already loaded (both ship with the demo data)

The path

01

Find your footing

  1. 01 Learn the three places everything lives Two minutes here saves you twenty later: the apps menu, the breadcrumb and the systray are the only navigation you will ever need. 2 min Find your way around WindoorERP
  2. 02 Create the customer you are quoting Everything downstream — the quotation, the site survey, the invoice — hangs off this record, so it is worth getting the address and contact right once. 3 min Create your first customer
02

Build the quotation

  1. 03 Open a quotation An empty quotation is the workbench for everything that follows. 2 min Create a quotation
  2. 04 Draw the first window This is the step that makes WindoorERP different from a spreadsheet: you draw the opening and the system works out the profiles, the cuts and the price. 5 min Add a window to a quotation
  3. 05 Choose the glass Glass is usually the largest single cost in the opening — change it here and watch the line price respond. 3 min Choose glass for an opening
03

Price it and send it

  1. 06 Apply the customer's pricing Discounts belong in a pricelist, not in typed-over unit prices — that is what keeps next month's margin report honest. 3 min Apply a pricelist or discount
  2. 07 Send it for approval The customer gets a branded PDF and a link; you get a record of exactly what was sent and when. 2 min Send a quotation for approval

Running a window or door factory?

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