WindoorERP Documentation 19.0

Manage confirmed Sales Orders, manufacturing releases, and contract revisions

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Oversees confirmed commercial contracts and residential orders, triggering automated Manufacturing Orders (MO), warehouse reservations, and project accounting entries.

Before you start

  • Sales Administrator or Project Coordinator access.

Steps

Confirmed sales orders master catalog list

Sales orders kanban gallery by operational state

Sales order editor with linked manufacturing and delivery buttons

Sales orders activity timeline

Important

Confirming a sales order locks in material reservation in the warehouse, ensuring required profile bars and glass packs are committed to this project.

  1. 01
    Navigate to Sales › Orders › Orders to view all confirmed contracts.
  2. 02
    Open any confirmed Sales Order to inspect linked smart buttons: Manufacturing Orders (MO), Site Deliveries, and Customer Invoices.
  3. 03
    Review customer downpayment receipts before authorizing production floor cutting releases.
  4. 04
    Use Lock to freeze confirmed orders and prevent unauthorized scope or dimension changes.

Common mistakes

  • Releasing orders to manufacturing before the customer's signed contract or downpayment is validated.
  • Modifying order line quantities after cutting lists have been generated for the CNC saws.

Continue learning

Track sales order fulfillment schedules, delivery deadlines, and order analytics Monitors order fulfillment progress across delivery calendars, execution… Audit order lines, evaluate unit margins, standard costs, and discount thresholds Explains real-time margin tracking across quotation and sales order lines…

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