WindoorERP Documentation 19.0

Identify orders to upsell, scope extensions, variation orders, and additional window units

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Tracks contracts where additional window openings, secondary skylights, or upgraded glass specifications have been delivered beyond original contractual scope, requiring supplemental invoicing.

Before you start

  • Sales Representative or Project Coordinator access.

Steps

Orders to upsell master catalog list

Orders to upsell kanban overview

Orders to upsell activity schedule

Orders to upsell delivery calendar

Orders to upsell analytical pivot matrix

Upselling revenue trends bar graph

Important

Orders to Upsell flags contract scope creep immediately, ensuring every extra fabricated frame is billed.

  1. 01
    Open Sales › To Invoice › Orders to Upsell across List, Kanban, Activity, and Pivot views.
  2. 02
    Review projects where site variation orders (VO) or extra opening dimensions were recorded during installation.
  3. 03
    Open the Sales Order, adjust quantities or add supplemental variation lines, and generate the supplementary invoice.
  4. 04
    Deliver the variation order invoice with client site engineer signoff attached.

Common mistakes

  • Fabricating site variation openings without securing a signed Variation Order from the client.
  • Leaving variation order billings until the end of the project instead of invoicing upon site installation.

Continue learning

Manage contract retention releases and final defects liability period certificates Controls the tracking and final billing of 5% or 10% contract retention amounts…

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