WindoorERP Documentation 19.0

All documentation Guided journeys

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Guided journeys 5

1- First Time Log in System 13 stops
Your first quotation, in 20 minutes 7 stops
From enquiry to installed job 19 stops
From order to shop floor 5 stops
A survey, start to finish, from your phone 15 stops
All journeys

Browse the manual

How WindoorERP Fits Your Company 3

See which departments WindoorERP serves 3m
Follow a project from enquiry to handover 3m
Draw your own process map 3m

Getting Started 17

Log in to your WindoorERP account 4m

Find your way around WindoorERP 2m

Get help without leaving your screen 2m

Send feedback to the WindoorERP team 4m

Switch between English and Arabic 2m

Create your first customer 3m

Search, filter, and group records 10m

Move work through stages 7m

Schedule a follow-up activity 15m

Fill in a contact record properly 11m

Merge duplicate contacts 4m

Export records to a file 5m

Import records from a file 21m

Analyse data with graph and pivot views 6m

Format text with the rich-text editor 10m

Work faster with keyboard shortcuts 4m

Write a manual article 2m

Lead & Pipeline Management (CRM) 25

Sales Pipeline & Inquiries 4

Manage project inquiries, sales pipeline stages, and merge similar opportunities 2m
Convert incoming leads into qualified opportunities and link architectural accounts 2m
Schedule and coordinate lead site visits, surveys, and appointments on the calendar 1m
Analyze expected revenue, stage probabilities, and prorated manufacturing pipeline 1m

CRM Activities & Follow-up Workflows 5

Track personal opportunities, priority ratings, and next scheduled follow-up actions 1m
Manage team activity boards, phone call logs, site survey tasks, and overdue actions 1m
Coordinate team calendars, measurement schedules, and client showroom consultations 1m
Configure automated Activity Plans for standardized project onboarding workflows 1m
Define custom fenestration activity types, chaining rules, and automated mail templates 1m

Quotations & Client Estimations 5

Generate, customize, and send parametric fenestration quotations directly from opportunities 2m
Track quotation revisions, customer feedback, expiration dates, and conversion lifecycles 1m
Analyze quotation win rates, average deal margins, and sales rep estimation performance 1m
Maintain client profiles, architectural partners, sub-contractors, and account histories 1m
Locate nearby customer projects and construction sites using geo-radius search 1m

Sales Teams & Territory Allocation 3

Structure sales teams, assign team leaders, and define monthly invoicing targets 2m
Manage sales member capacities, lead limits, and workload distribution 1m
Configure geographic sales territories and postal jurisdiction rules 1m

CRM Configuration, Stages & Lost Reasons 4

Customize sales pipeline stages, probabilities, fold states, and automated milestone triggers 1m
Configure Lost Reasons, mark deals as lost, unarchive, and analyze win/loss trends 2m
Manage project classification tags and recurring service revenue plans 1m
Configure predictive lead scoring rules, mining requests, and general CRM settings 1m

Executive CRM Reporting & Analytics 4

Conduct Win/Loss pipeline analysis, conversion rates, and sales cohort performance 1m
Audit lead generation channels, marketing sources, unattended leads, and lead quality 1m
Audit sales rep activity velocity, completed calls, and site measurement productivity 1m
Build rolling sales forecasts and align manufacturing capacity with pipeline demand 1m

Sales, Quotations & Commercial Contracting 32

Create a quotation 2m

Quotations, Orders & Customer Submittals 5

Create parametric fenestration quotations, organize floor sections, and manage optional upsells 2m
Enforce quotation validity deadlines and track expiration dates on the sales calendar 1m
Analyze quotation pipelines, stage velocity, and conversion pivot matrices 1m
Manage confirmed Sales Orders, manufacturing releases, and contract revisions 1m
Track sales order fulfillment schedules, delivery deadlines, and order analytics 1m

Add a window to a quotation 3m

Order Lines, Margins & Line Items 3

Audit order lines, evaluate unit margins, standard costs, and discount thresholds 1m
Perform deep order lines analytics across product categories, profile finishes, and margins 1m
Audit sales team operations, team member targets, and executive revenue dashboards 1m

Choose glass for an opening 2m

Progressive Invoicing, Retentions & Upsells 4

Process Orders to Invoice, milestone progress billings, and downpayment deductions 1m
Audit progressive billing analytics, cash collection forecasts, and pivot metrics 1m
Identify orders to upsell, scope extensions, variation orders, and additional window units 1m
Manage contract retention releases and final defects liability period certificates 1m

Apply a pricelist or discount 2m

Products, Pricelists & Pricing Engines 5

Manage product catalog, attach technical PDF cut-sheets, and configure specifications 1m
Configure product variants across profile colors, glass thicknesses, and surface finishes 1m
Configure dynamic customer pricelists, contractor tiers, and currency rules 1m
Configure parametric Price Engines for automated area and perimeter window calculations 1m
Manage packaged architectural combo choices, hardware bundles, and product tags 1m

Executive Sales Reporting & BI Analytics 4

Conduct sales performance analysis, revenue trends, and gross margin audits 1m
Audit customer lifetime value, client retention rates, and contractor purchase volume 1m
Audit product sales velocity, profile series popularity, and fabrication mix 1m
Audit sales representative closing rates, average deal sizes, and commission metrics 1m

Send a quotation for approval 2m

Invoice a project progressively 2m

PDF Quote Builder, Templates & Global Settings 5

Design standardized Quotation Templates with pre-configured window lines and terms 1m
Configure PDF Quote Builder, dynamic PDF form fields, and architectural submittal packs 2m
Configure automated sales Activity Plans for standardized quote follow-up workflows 1m
Define specialized sales activity types, reminder actions, and automated templates 1m
Configure global Sales settings, custom email signatures, default validity, and margins 1m

Window & Door Design 4

Set frame dimensions and sashes 2m
Choose a profile series 2m
Add decoration bars to glass 1m
Understand automatic hardware selection 2m

Accounting & Financial Management 12

Customer Invoicing & Progressive BOQ Billing 2

Issue progressive customer tax invoices, BOQ progress certificates, and batch runs 1m
Process customer credit notes, register multi-currency receipts, and manage customer accounts 2m

Debt Collections, Disputes & Risk Scoring 2

Manage multi-level payment follow-ups, customer disputes, promises to pay, and write-offs 2m
Monitor aging analysis dashboards, customer risk score trends, and automated cash flow forecasts 2m

Vendor Bills, Supplier Payments & Refunds 1

Process extrusion and glass supplier bills, 3-way matching, payments, and vendor refunds 2m

General Ledger, Journal Entries & Fixed Assets 2

Record manual journal entries, manage multi-dimension analytic accounting, and lock periods 2m
Manage factory CNC machines, saw equipment, vehicle assets, and automated depreciation 1m

Financial Statements, Audit & VAT Compliance 2

Generate Balance Sheet, Profit & Loss, Cash Flow Statements, and Segmented P&L 1m
Audit General Ledger, Trial Balance, Partner Ledgers, and generate VAT Returns 2m

Smart Insights, Anomaly Detection & Scenario Planning 1

Leverage AI anomaly detection, duplicate bill alerts, industry benchmarks, and What-If financial models 2m

Accounting Configuration, Chart of Accounts & Taxes 2

Configure Chart of Accounts, VAT tax rules, journals, payment terms, and currencies 2m
Configure analytic plans, online payment gateways, payment tokens, and accounting settings 2m

Production & Factory Operations (MRP) 35

Factory Planning & Production Orders 4

Monitor factory production KPIs, throughput, and control alerts 1m
Schedule manufacturing batches and balance machine capacity with Factory Planner 1m
Track and execute manufacturing orders (MOs) for window and door openings 1m
Schedule fabrication deadlines and delivery milestones on the production calendar 1m

Launch production from a sales order 2m

Generate a cutting list 2m

Profile & Glass Cutting Optimization 4

Generate and execute linear 1D aluminium/uPVC profile cutting plans 1m
Track, barcode, and reuse aluminium profile offcuts to minimize scrap 1m
Optimize 2D flat sheet glass cutting layouts and double glazing runs 1m
Manage glass offcut inventory racks and reusable remnant sheets 1m

Optimize profile cutting 2m

Shop Floor Execution & Work Orders 7

Track work order progress across cutting, milling, crimping, and glazing 1m
Operate touchscreen Shop Floor Terminals for real-time station execution 1m
Scan barcodes for instant workpiece progression through assembly stages 1m
Record finished window and door frames and generate serial passports 1m
Track individual serial number WIP valuation, material consumption, and direct labor 1m
Bundle and package finished openings for job-site delivery and crane offloading 1m
Manage automated profile cutting and glazing barcode label print queues 1m

Operator Labour, Skills & Andon Alerting 4

Log operator attendance, setup times, and work order labour hours 1m
Manage active operator workstation logins and multi-user PIN badges 1m
Monitor operator productivity rankings and output efficiency 1m
Trigger and resolve visual shop floor Andon alerts for shortages and breakdowns 1m

Track work on the shop floor 2m

Print piece labels 2m

Quality Assurance & Non-Conformances 4

Perform dimensional, corner crimping, and water-tightness quality inspections 1m
Raise and resolve Non-Conformance Reports (NCR) and rework orders 1m
Enforce multi-level engineering and managerial approval matrices for rework and scrap 1m
Evaluate defect rates, scrap percentages, and root causes across profile series 1m

Work Centers, Machines & Maintenance 4

Configure work centers, CNC fabrication lines, and factory layouts 1m
Register double-head saws, corner crimpers, CNC routers, and required operator skills 1m
Schedule preventive machine maintenance plans and log breakdown repairs 1m
Configure barcode label templates and productivity loss reason categories 1m

Production Analytics & Performance Reporting 3

Analyze finished window unit output, daily completion velocity, and monthly volume 1m
Measure standard vs actual labour hours, machine downtime, and operator efficiency 1m
Monitor work order cycle times, backlog queues, and work center bottlenecks 1m

Project & Milestone Management 7

Architectural Projects & Contract Tracking 2

Manage master architectural projects, milestone schedules, and budget allocations 1m
Coordinate technical engineering projects, structural calculations, and CAD submittals 1m

Project Tasks, My Tasks & Workflows 2

Plan and supervise master project tasks across all departments and stages 1m
Manage personal tasks, track timesheets, and execute daily engineering deliverables 1m

Project Analytics, Task Reports & Customer Ratings 1

Analyze task velocity, project profitability, and customer satisfaction ratings 1m

Project Configuration & System Settings 2

Configure project stages, task workflows, project roles, activity plans, and tags 2m
Configure project templates, default analytical accounts, and visibility rules 1m

Purchase, Raw Materials & Sourcing 9

Requests for Quotation (RFQ) & Material Sourcing 2

Create Requests for Quotation (RFQ), manage supplier bidding, and compare vendor tenders 2m
Track procurement schedules, vendor response times, and RFQ analytical matrices 1m

Purchase Orders, Blanket Orders & 3-Way Matching 2

Manage confirmed Purchase Orders, blanket supply contracts, and 3-way matching control policies 2m
Audit purchase order fulfillment, supplier on-time delivery KPIs, and spend matrices 1m

Procurement Products, Variants & Reordering Rules 3

Manage purchasable raw materials, configure reordering rules, and automate replenishment 1m
Procure product variants across profile powder coatings, glass tints, and hardware sizes 1m
Configure vendor pricelists, tiered volume discounts, and supplier currency agreements 1m

Procurement Analytics, Spend BI & Global Policies 2

Conduct procurement spend analysis, raw material price variance audits, and purchase BI reporting 1m
Configure global Purchase settings, purchase order approval levels, and automatic warnings 1m

Vendor Pricelists & Metal Indexing 0

Technical Tasks & Site Survey 9

Technical Requests & Engineering Workflows 3

Monitor technical engineering queues, drafting cycle times, and team workloads 1m
Submit, assign, and track technical engineering requests and CAD drawing queues 1m
Execute assigned individual technical tasks and manage personal drafting queues 1m

Technical Analytics, Timesheets & SLA Reporting 1

Analyze overdue drafting requests, weekly delivery commitments, and engineering timesheets 2m

Site Surveys & Laser Measurement Operations 3

Manage pre-quote surveys, production manufacturing surveys, and survey approvals 2m
Process field portal observations, customer survey messages, and re-visit requests 1m
Analyze survey throughput, surveyor field performance, and monthly statistics 1m

Technical Configuration & Site Survey Options 2

Configure technical teams, request stages, request types, tags, and survey templates 1m
Maintain site survey master dropdown options for finishes, fittings, floors, locations, and site conditions 2m

Installation & Site Operations 14

Installation Overview & Project Dispatch 3

Monitor site installation KPIs, team velocity, and project milestones 1m
Manage installation projects, job cards, and floor progress milestones 1m
Schedule installation dispatch routes, mobile crews, and transport logistics 1m

Record a site survey 2m

Installation Items, Warranty & Snagging Management 2

Track serialized installation items, location tags, and multi-year warranties 1m
Log, assign, and rectify site installation snags and punch list items 1m

Plan an installation visit 2m

Field Tasks & Timesheet Execution 2

Manage master site tasks, technician assignments, and multi-view execution 1m
Execute individual technician tasks and log mobile site timesheets 1m

Hand over and sign off an installation 2m

Site Quality Control & Inspection Analytics 2

Conduct on-site window plumb, level, water-tightness, and anchorage QC audits 1m
Analyze Site QC first-pass yields, failure modes, rework costs, and tolerance measurements 2m

Installation Reporting, Timesheets & Settings 2

Evaluate overall installation productivity, labor timesheets, and task analytics 1m
Configure installation actions, project tags, task stages, and module settings 1m

After-Sales & Warranty Services 6

Log a service request 2m

Service Orders & Maintenance Requests 2

Monitor after-sales service tickets, first-response times, and customer satisfaction 1m
Process service tickets, diagnose defect root causes, and schedule technician visits 1m

Annual Maintenance Contracts (AMC) & Service Analytics 2

Manage Annual Maintenance Contracts (AMC) and recurring preventative site visits 1m
Analyze service ticket resolution velocity, warranty costs, and service categories 1m

Manage maintenance contracts 2m

General Settings 16

Install, upgrade, or remove an app 5m

Add and manage users 11m

Add a language for your team 2m
Set access rights for a user 15m
Understand what portal users can do 2m
Grant portal access to a customer 4m
Update a portal account's details 8m

Set up your company and its branches 6m

Work in a multi-company database 7m
Edit an email template 13m

Understand how WindoorERP sends and receives email 4m

Receive incoming email in the database 16m
Send outgoing email from the database 13m
Publish DNS records so your email is trusted 8m
Fix an email that did not arrive 14m

Autocomplete addresses as you type 4m

WhatsApp Business Integration 3

WhatsApp Live Conversations & Message Center 1

Manage multi-agent WhatsApp live chats, customer inquiries, and lead captures 1m

Automated Message Templates & Accounts Configuration 2

Design automated Meta-approved message templates for quotations, delivery notices, and invoices 1m
Configure business phone accounts, routing teams, and auto-reply bots 1m

Employees & Human Resources 3

Employee Directory & Organizational Departments 1

Manage employee master profiles, department rosters, work locations, and job roles 2m

Skills Matrix, Certifications & Training 1

Track technical certifications, fabrication skills inventory, and training attendances 2m

Onboarding, Working Schedules & HR Settings 1

Configure onboarding checklists, working shift schedules, departure reasons, and HR settings 1m

Inventory Management 62

Understand warehouses, locations, and stock 6m

Configure essential inventory and warehouse settings 1m
Set up a warehouse 4m
Create storage locations 5m
Configure an operation type 6m
Adjust stock after a count 16m
Schedule cycle counts by location 6m
Scrap damaged stock 7m
Allocate incoming stock to orders 9m

Browse and manage the product and materials catalogue 2m

Set up product attributes for profiles, colours, and glass 1m

Configure units of measure and material packaging 1m

Configure barcode nomenclatures for factory scanning 1m

Configure product categories for valuation, costing, and removal strategies 2m

Choose how stock gets replaced 4m

Set a reordering rule 17m
Order stock only when a job is sold 8m
Work the replenishment report 7m
Understand why an order was not raised yet 5m
Set lead times so dates are realistic 14m
Resupply one warehouse from another 6m

Inventory reports 8

Read the forecasted report 7m
Check stock and its value 6m
Find where stock is sitting 7m
Run the stock aging report to identify slow-moving material 1m
Trace every movement of a product 5m
Analyze stock movements and material consumption trends 1m
Watch warehouse performance on a dashboard 9m
Analyze scrap trends and fabrication waste by material 1m

Choose how goods come in and go out 6m

Build a route with push and pull rules 13m
Configure individual supply and movement rules 1m
Receive and deliver in one step 5m
Receive and deliver in two steps 8m
Receive in three steps with a quality check 5m
Deliver in three steps with packing 5m
Send arriving goods to the right shelf 5m
Limit what a location can hold 10m
Hold stock you do not own 6m
Ship straight from the supplier 4m

Charge for delivery on an order 4m

Create a delivery method 8m
Invoice the delivery charge 4m
Print delivery slips and labels 9m
Plan vehicle loads and dock slots 9m

Decide when stock gets reserved 4m

Reserve stock at confirmation 4m
Reserve stock by hand 5m
Reserve stock a few days before delivery 6m

Picking methods 3

Pick several orders in one trip 8m
Sort into order bins while picking 6m
Pick part of several orders as a wave 6m

Decide which units leave first 5m

Pick the oldest stock first (FIFO) 5m
Pick the newest stock first (LIFO) 4m
Pick what expires first (FEFO) 7m
Pick from the nearest location 4m
Open as few packages as possible 5m

Inventory valuation 4

Choose a costing method 5m
Add freight and duty to product cost 7m
Value stock lot by lot 7m
Account for scrapped goods 5m

Timesheets & Labor Tracking 2

Timesheets Tracking & Task Allocations 1

Log employee project hours, fabrication time entries, and review company-wide timesheets 1m

Timesheets Analytics & Billing Configuration 1

Analyze timesheet utilization by employee, project, task, billing type, and configure rules 1m

Contacts & Partner Directory 2

Contacts Directory & Partner Taxonomy 1

Manage unified master contacts directory, customer tags, and industry sectors 1m

Partner Bank Accounts & Regional Localization 1

Configure partner bank IBAN accounts, financial banks, countries, and federal states 1m

Momentum Productivity & Insights 1

Momentum Productivity Hub & Gamification 1

Boost team performance with daily inspiration, achievements, leaderboards, and productivity insights 2m

Documents, Reports & Submittals 3

Engineering & Fabrication Production Reports 1

Print elevation diagrams, profile cutting optimizations, glass cutting lists, and work order travelers 2m

Commercial Quotes, Site Dossiers & Logistics Slips 1

Generate bilingual PDF quotations with CAD drawings, site survey reports, and delivery slips 2m

Financial Invoices, Corporate Layouts & HR Badges 1

Print ZATCA electronic tax invoices, BOQ progress certificates, purchase orders, and employee badges 2m

Customer & Mobile Field Portal 2

Customer Self-Service Web Portal 1

View live orders, approve quotes, track milestone invoices, and submit service requests 1m

Mobile Field Operations & Site Survey Portal 1

Execute mobile site surveys, installation checklists, quality audits, and surveyor tracking 2m

Website, CMS & Digital Experience 2

Public Marketing Pages & Architectural Solutions 1

Explore public portal homepage, industry solution pages, interactive pricing, and lead forms 2m

Content Management, Visitors Analytics & SEO Settings 1

Manage website pages, visitor telemetry, analytics reporting, navigation menus, and redirects 2m

UTM Link Tracking & Marketing Attribution 1

UTM Link Tracking & Marketing Attribution 1

Create tracked campaign links with UTM Source, Medium, and Campaign parameters 1m

Custom BI Spreadsheets & KPI Dashboards 1

Custom BI Spreadsheets & KPI Dashboards 1

Build executive spreadsheet dashboards, custom KPI cards, and live business telemetry 1m

Apps & Module Management 1

Apps & Module Management 1

Install addons, update app list, import zip modules, and apply scheduled upgrades 1m

Calendar Scheduling & Personal To-Do 1

Calendar Scheduling & Personal To-Do Tasks 1

Manage team calendars, meeting reminders, personal checklists, and activity feeds 1m

Knowledge Architecture & User Manual Engine 1

Knowledge Architecture & Documentation Engine 1

Author articles, design interactive process maps, manage guided journeys, and analyze telemetry 2m

System Engineering, Hardware & Parametric CAD 2

System Engineering, Hardware & Parametric Glass 1

Configure aluminum profile series, glass layups, hardware brands, handles, and RAL powder colors 2m

Design Analyses, CAD JSON Mapping & Settings 1

Execute WebCC design analyses, discover JSON mapping parameters, and configure system drawings 2m

Settings, Technical Architecture & System Administration 5

General Settings, Multi-Company & Languages 1

Configure company profiles, multi-branch structures, user accounts, and language localization 2m

ORM Database Structure, Models, Fields & Parameters 1

Audit database models, custom fields, decimal accuracy, system parameters, and sequences 2m

Actions, UI Views, Menus & Report Formats 1

Manage window actions, server actions, QWeb views, menu hierarchies, and paper formats 2m

Security, Access Rights, Record Rules & Devices 1

Enforce model access rights (CRUD), row-level record rules, trusted devices, and privacy logs 2m

Automation Crons, Email, SMS & Discuss Infrastructure 1

Configure scheduled crons, mail servers, email templates, SMS gateways, and live chat backend 3m

Discuss, Team Channels & Live Collaboration 4

Channels, Groups & Real-Time Chat 2

Collaborate across public channels, private project groups, direct messages, and pinned chatter 1m
Configure Canned Responses and keyboard shortcuts for rapid customer and team messaging 1m

Voice & Video Calls, Screen Sharing & WebRTC 2

Host voice and video meetings, share CAD architectural drawings, and audit call history 1m
Configure notification policies, channel moderator roles, and desktop push alerts 1m

Documentation

WhatsApp Business Integration

Updated 2026-08-28

In this section

WhatsApp Live Conversations & Message Center Automated Message Templates & Accounts Configuration

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