WindoorERP Documentation 19.0

WindoorERP Platform Map

Every department WindoorERP serves, and what each one does inside it.

WindoorERP Sales & CRM Sales manager, sale engineers
  • Pipeline & follow-up
  • Quotation with drawings
  • Signed order
 Leads & pipeline Quotation from a drawing Pricelists & discounts Send & confirm the order Design & Estimation Designers, estimators
  • Window drawing
  • Bill of materials
  • Cut length estimate
 Draw the window Profiles & series Glass & hardware sets Dimensions & decoration Technical Office Technical office manager
  • Shop drawings
  • Material list
  • Quantity estimation
 Shop drawings & cut list Material list Quantity estimation Glass purchase request Project Management Project manager
  • Project schedule
  • Project log
  • Cost log
 Schedule & milestones Project log Cost log Client approvals Procurement Purchasing officer
  • Purchase request
  • RFQ
  • Purchase order
 Purchase requests RFQ & supplier prices Purchase orders & receipts Inventory Store keeper
  • Material delivery form
  • Stock valuation
  • Count sheets
 Raw material store Production store Ready products store Counts & valuation Production Production manager
  • Production plan
  • Cutting list
  • Piece labels
 Production plan Cutting & optimization Labels & traceability Shop floor progress Quality Control QC inspector
  • Quality inspection form
  • Snag list
 Incoming material In-process & final Site QC & snags Logistics & Installation Site team, PM
  • Delivery form
  • Installation schedule
  • Daily report
  • Signed handover
 Deliver to site Installation schedule Daily site reports Handover & check list After-Sales & Service Service coordinator
  • Service request
  • Warranty claim
  • Maintenance visit
 Service requests Warranty & claims Maintenance contracts Finance & Accounting Finance manager
  • Advance payment bill
  • Progress invoice
  • Closed financial account
 Advance & progress billing Payments & collection Cost against budget Final account & closing Management Owner, CEO
  • Approval trail
  • Dashboards
  • Access rights
 Approvals Dashboards & reporting Users & rights Companies & branches

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