WindoorERP Documentation 19.0

Follow a project from enquiry to handover

3 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Walks the standard fabrication project the way WindoorERP runs it: five phases, four payments, and a named owner on every step — from the first enquiry to the closed financial account.

The Project Workflow — Aluminium & Wood map draws the same route. Open it in User Manual › Process Maps and read this article beside it.

The five phases

  1. 01
    Sales — the enquiry is captured, surveyed and costed; the offer is priced, discounted if approved, and signed into a contract.
  2. 02
    Project management — the project record opens: schedule, project log and cost log. Final measurements are taken and the technical office issues shop drawings.
  3. 03
    Production — the plan is launched, stock is checked, what is missing is purchased, and the factory cuts, assembles and inspects.
  4. 04
    Installation — units are delivered to site, fitted by the site team under the project manager, and reported on daily.
  5. 05
    Closing — final quantities, final offer, final invoice; the project log and the financial account are closed together.

The four payments

  • Advance payment — on contract signing. Nothing starts before it lands.
  • Second payment — released by the client's approval of drawings and material samples.
  • Third payment — on delivery to site.
  • Final payment — against measured final quantities after installation.

Where aluminium and wood differ

Both project types share the whole route and split only at installation:

  • Aluminium is fitted in two phases. Frames go in first, the technical office raises the glass purchase request against the installed opening, and glazing follows in phase two.
  • Wood arrives finished and glazed from the factory, so the site work is a single phase.

The hand-offs that go wrong

  • Survey to technical office. Production must build to the final measurements, never to the ones used for pricing.
  • Technical office to production. A cutting list printed before the last drawing change is the most expensive piece of paper in the building.
  • Production to site. Units leave against a delivery form and a project — not "on the truck that was going anyway".
  • Site to finance. The signed handover is what unlocks the next invoice.

Important

Every rework loop on the map — repricing, drawing notes, failed quality checks — goes back to the step that owns the decision, not to the beginning. Sending a rejected unit back to sales is how a week disappears.

Common mistakes

  • Starting production against an unsigned contract or an unpaid advance.
  • Ordering glass before the aluminium frames are installed and measured.
  • Leaving the project log open after the final invoice, so nobody can tell finished projects from live ones.

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