Learn WindoorERP end to end

Your first quotation, in 20 minutes Start with an empty database and finish with a priced, sent quotation for a real window. 7 steps 20 min Sales engineer

1- First Time Log in System The first hour in a new WindoorERP database: get in, look around, then set up the company, its email, its people and their languages. 13 steps 77 min New administrator setting up the database 2- Setup Your Warehouse Turn an empty database into a working warehouse: the model behind it, the site itself, how goods come in and go out, and your real stock on the shelves. 6 steps 30 min Inventory manager or administrator setting up a new site 3- Setup CRM and Sales Configure the commercial side end to end: who sells, how the pipeline is shaped, how a price is reached, and what the customer finally receives. 19 steps 147 min Sales manager or administrator configuring the commercial side 4- Setup Your Product Catalogue and Designs Everything a quotation and a work order are built from: categories, attributes, units, the products themselves, and the first window designed on top of them. 11 steps 47 min Technical or product manager building the catalogue 5- Setup Purchase and Suppliers Decide who approves a purchase, what each supplier charges, and what the system should order without being asked. 8 steps 44 min Procurement manager or administrator setting up buying 6- Setup Production and the Factory Describe your factory to WindoorERP — the stations, the machines, the people and the quality gates — then push one real order through it. 14 steps 88 min Production manager or factory administrator 7- Setup Installation and After-Sales Everything that happens after the lorry leaves: crews and dispatch, what counts as finished on site, the snag list, the warranty, and the service that follows for years. 13 steps 83 min Installation or service manager setting up site operations 8- Setup Accounting and Invoicing Close the loop: the ledger everything posts to, progressive billing on long projects, chasing what you are owed, and the statements that tell you whether the year worked. 12 steps 89 min Finance manager or accountant configuring the books 9- Setup the Technical Office and Site Surveys The department between the salesperson and the saw: laser surveys, drafting queues, structural calculations and CAD submittals — set up as a department, not as a folder of drawings. 13 steps 71 min Technical office manager or chief draughtsman 10- Setup Your People, Skills and Hours Who works here, what each of them is certified to operate, and where their hours go — the link between a payroll number and the cost of a window. 8 steps 36 min HR or operations manager linking people to production 11- Setup the Channels Your Customer Touches The portal a contractor logs into, the WhatsApp number they actually message, and the website that produced the enquiry in the first place. 7 steps 32 min Marketing or customer-experience owner 12- Setup Your Documents and Printed Output The paper the job actually runs on: elevation diagrams and cutting plans for the floor, bilingual dossiers for the consultant, and compliant tax invoices for the auditor. 4 steps 32 min Anyone responsible for what leaves the building on paper 13- Read Your Factory: Reporting and Dashboards One number per department, in the order a window travels — and the one screen that puts them together for a Monday morning. 8 steps 44 min Owner, general manager or anyone who has to answer for the numbers 14- Administer and Secure WindoorERP The last journey, for one or two people only: who may see what, what runs on its own overnight, and how the system keeps teaching the next person who joins. 6 steps 51 min System administrator or the person who owns the database

From enquiry to installed job The whole route through WindoorERP: quote it, design it, make it, install it, invoice it, service it. 19 steps 71 min Anyone running a window and door business From order to shop floor For factory teams: turn an approved order into cut profiles, labelled pieces and tracked work. 5 steps 19 min Production manager

A survey, start to finish, from your phone From the job list in the van to a signed, submitted survey the office already has — without opening the backend once. 15 steps 28 min Site surveyor Keep the material flowing The stock work that happens every week: what gets reordered automatically, what waits for a signed order, and why the system has not raised the purchase you were expecting. 10 steps 43 min Store keeper or materials controller Pick, pack and deliver From the moment stock is reserved to the lorry leaving the gate: which units go, who picks them, and how a load is built for a site that can only take one delivery a day. 12 steps 35 min Warehouse supervisor or dispatch coordinator Know what your stock is worth How a bar of aluminium gets its cost, what freight and duty add to it, and the five reports that tell you where the money is sitting in your yard. 9 steps 42 min Finance, procurement or anyone answering for stock value