WindoorERP Documentation 19.0

All documentation Guided journeys Process maps

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Guided journeys 21

Start here 1
- Your first quotation, in 20 minutes 7 stops
Set up your system 14
Run the business end to end 2
- From enquiry to installed job 19 stops
- From order to shop floor 5 stops
Work the day to day 4
All journeys

Browse the manual

How WindoorERP Fits Your Company 3

See which departments WindoorERP serves 8m
Follow a project from enquiry to handover 9m
Draw your own process map 3m

Getting Started 17

Log in to your WindoorERP account 6m

Find your way around WindoorERP 6m

Get help without leaving your screen 6m

Send feedback to the WindoorERP team 5m

Switch between English and Arabic 5m

Create your first customer 5m

Search, filter, and group records 16m

Move work through stages 15m

Schedule a follow-up activity 17m

Fill in a contact record properly 1

Fill in a contact record properly 11m

Merge duplicate contacts 5m

Export records to a file 9m

Import records from a file 23m

Analyse data with graph and pivot views 11m

Format text with the rich-text editor 14m

Work faster with keyboard shortcuts 9m

Write a manual article 3m

Lead & Pipeline Management (CRM) 26

Sales Pipeline & Inquiries 4

Work the sales pipeline: stages, won and lost, rotting deals, and merging duplicate enquiries 8m
Qualify leads and convert them into opportunities linked to the right customer account 8m
Plan follow-ups: schedule activities, read the leads calendar, and book meetings on a deal 7m
Forecast the pipeline: expected revenue, predicted probability, and prorated value by month 7m

CRM Activities & Follow-up Workflows 5

Work your own deals: the My Pipeline filter, priority stars and next actions 9m
Work the My Activities queue: what is due, one-click reschedule, and the activity board 10m
See the month ahead on the My Activities calendar 9m
Build activity plans: reusable step lists launched on an opportunity 6m
Define activity types: action, default summary, schedule and chaining 6m

Quotations & Client Estimations 5

Raise a quotation from an opportunity, and track it in My Quotations 5m
Follow a quotation after it is sent: revisions, expiration and follow-ups 14m
Total your own quotations in the pivot and graph — and where win rate really lives 9m
Look up a customer from CRM: the Customers directory, its counters and the account record 9m
Find every customer or opportunity within a distance of a point 7m

Sales Teams & Territory Allocation 4

Set up sales teams: leader, email alias, invoicing target and members 8m
Set member capacity, pause assignment and the two lead filters 7m
Map sales territories as circles and hand their opportunities to a team 7m
Automatically assign leads to sales teams and salespeople 9m

CRM Configuration, Stages & Lost Reasons 4

Design the pipeline: stage columns, the won stage, rotting thresholds and per-team stages 8m
Close a deal as lost: the Lost dialog, lost reasons, restoring a deal and win/loss reporting 7m
Tag opportunities and define recurring revenue plans 6m
CRM settings: predictive lead scoring, rule-based assignment and lead mining 8m

Executive CRM Reporting & Analytics 4

Analyse win/loss and pipeline performance in CRM Reporting 5m
Leads reporting: where enquiries come from, losses included 8m
Activities reporting: what the team finished, not what it still owes 4m
Forecast by expected closing month, weighted by probability 6m

Sales, Quotations & Commercial Contracting 32

Create a quotation 5m

Quotations, Orders & Customer Submittals 5

Build a quotation: customer, expiry, designed lines, sections and Confirm 8m
Quotation expiry: where the Expiration date comes from and what it actually blocks 10m
Work the Quotations list: its filters, its seven views, and what the pivot really counts 12m
Work a confirmed sales order: what Confirm changed and what you can still edit 17m
Track order deadlines and fulfilment status — and what the calendar actually plots 13m

Add a window to a quotation 5m

Order Lines, Margins & Line Items 3

Audit every order line in one list: quantities, delivered, invoiced and amount 13m
Analyse order lines in the pivot and the chart: which measures mean what you think 10m
Open a sales team's orders, invoices and Sales Analysis from its card 10m

Choose glass for an opening 4m

Progressive Invoicing, Retentions & Upsells 4

Work the Orders to Invoice queue: what lands there and how to clear it 9m
Find progressive billing and cash collection figures: there is no analytics screen for them 11m
Work the Orders to Upsell queue: what over-delivery really means here 8m
Release contract retention and invoice it 12m

Apply a pricelist or discount 5m

Products, Pricelists & Pricing Engines 5

Manage product catalog, attach technical PDF cut-sheets, and configure specifications 4m
Attributes and variants: when a choice becomes a stock item and when it does not 6m
Build pricelists: rules, price types, volume breaks and which rule wins 6m
Configure Price Engines: formula-driven pricing, conditional rules and amount distribution 27m
Combo choices: a menu of alternatives, one pick per choice 5m

Executive Sales Reporting & BI Analytics 4

Sales Analysis: measures, groupings and the two filters that are already on 5m
Rank customers by what they bought — and why this menu counts quotations too 4m
What sells by product — and why it cannot tell one window from another 4m
Measure salespeople — after you add the filter this screen leaves off 4m

Send a quotation to the customer 4m

Invoice a project progressively 4m

PDF Quote Builder, Templates & Global Settings 5

Quotation templates: lines, sections, validity, online signature and payment 6m
Wrap quotations in PDF headers and footers, and fill their form fields 6m
Build activity plans for quotations and sales orders 12m
Scope activity types to sales orders — and find the menu that lists them 11m
Sales settings: the features that unlock every other screen 6m

Window & Door Design 4

Set frame dimensions and sashes 4m
Choose a profile series 4m
Add decoration bars to glass 4m
Understand automatic hardware selection 5m

Accounting & Financial Management 16

Customer Invoicing & Progressive BOQ Billing 6

Ways to create customer invoices 4m
Create a standard customer invoice 5m
Send a pro-forma invoice 4m
Bill contract progress with a BOQ invoice 6m
Take a contract advance through a BOQ invoice 5m
Process credit notes, register customer payments, and manage customer accounts 7m

Debt Collections, Disputes & Risk Scoring 2

Chase overdue invoices: follow-up levels, promises, disputes, payment plans and write-offs 11m
Read the receivables dashboards: aging, risk grades, credit holds and the cash flow forecast 11m

Vendor Bills, Supplier Payments & Refunds 1

Process supplier bills, control what gets paid, and handle vendor payments and refunds 7m

General Ledger, Journal Entries & Fixed Assets 2

Record manual journal entries, split costs with analytic distribution, and lock the books 7m
Register factory machinery and vehicles as fixed assets and run their depreciation 6m

Financial Statements, Audit & Tax 2

Read the financial statements: P&L, balance sheet, executive summary and the planning reports 6m
Audit the ledger: general ledger, trial balance, partner ledgers, tax screens and daily books 6m

Smart Insights, Anomaly Detection & Scenario Planning 1

Use Smart Insights: statistical checks, trend analysis, what-if scenarios and benchmarks 9m

Accounting Configuration, Chart of Accounts & Taxes 2

Configure the chart of accounts, taxes, journals, payment terms and currencies 6m
Configure analytic plans, online payments, recurring templates and the accounting settings 9m

Production & Factory Operations 35

Factory Planning & Production Orders 4

Monitor the factory from the Overview dashboards 7m
Try factory layouts in the Factory Planner 5m
Work a production order 7m
See production commitments on the calendar 3m

Launch production from a sales order 6m

Generate a cutting list 6m

Profile & Glass Cutting Optimization 4

Read and issue profile cutting plans 6m
Track and reuse profile offcuts 9m
Nest glass onto sheets 8m
Keep track of glass remnants 7m

Optimize profile cutting 6m

Shop Floor Execution & Work Orders 7

Drive work orders through the routing 10m
Operate the Shop Floor Terminal 7m
Advance pieces by barcode 7m
Manage produced units and their serials 8m
Read the job cost of each finished serial 5m
Pack finished openings for dispatch 5m
Manage label print jobs 6m

Operator Labour, Skills & Andon Alerting 4

Capture shop-floor labour: logs, costs and payroll export 5m
Manage operator PINs, badges and terminal sessions 6m
Read the operator leaderboard: output, yield and cost per operator 4m
Answer Andon calls from the floor 5m

Track work on the shop floor 6m

Print piece labels 5m

Quality Assurance & Non-Conformances 4

Run quality inspections with QC points and checklists 7m
Resolve non-conformances with the right disposition 6m
Set up approval matrices and handle approval requests 6m
Find defect patterns in the quality analysis 4m

Work Centers, Machines & Maintenance 4

Configure production lines, work centers and factory layouts 9m
Register machines and operator skills 7m
Plan machine maintenance and log repairs 5m
Configure label templates and productivity loss reasons 6m

Production Analytics & Performance Reporting 3

Analyse finished output by stage and cost 4m
Analyse labour, work orders and quality in Production Reporting 5m
Measure work centers with the work order analysis 4m

Project & Milestone Management 7

Architectural Projects & Contract Tracking 2

Track a contract on its project record 4m
Follow the technical project behind an opportunity 3m

Project Tasks, My Tasks & Workflows 2

Work with project tasks and their stages 4m
Work your assigned tasks and log the hours 5m

Project Analytics, Task Reports & Customer Ratings 1

Analyse tasks and customer ratings in Project Reporting 6m

Project Configuration & System Settings 2

Shape the task workflow: stages, work status and roles 3m
Control how projects are created and shared 3m

Purchase, Raw Materials & Sourcing 9

Requests for Quotation (RFQ) & Material Sourcing 2

Run the RFQ pipeline: request, send, and confirm 5m
Plan and chase requests for quotation 4m

Purchase Orders, Receiving & Vendor Bills 2

Manage confirmed purchase orders: receipts, bills and locking 5m
Track purchase order arrivals and vendor reliability 3m

Procurement Products, Variants & Reordering Rules 3

Manage purchasable products and automatic replenishment 5m
Buy product variants at per-variant vendor prices 3m
Maintain vendor pricelists: prices, quantity breaks and lead times 4m

Procurement Analytics, Spend BI & Global Policies 2

Read Purchase Analysis: spend, prices and vendor performance 3m
Configure Purchase settings: approvals, locking and reminders 4m

Technical Tasks & Site Survey 9

Technical Requests & Engineering Workflows 3

Read the technical office dashboard 4m
Raise, assign and track technical requests 9m
Work your own request queue 3m

Technical Analytics, Timesheets & SLA Reporting 1

Watch the backlog: Overdue, This Week and the analysis views 4m

Site Surveys & Laser Measurement Operations 3

Run pre-quote and production surveys through approval 11m
Handle what comes back from site: field reports, re-visits and customer messages 7m
Analyse survey workload and area differences 3m

Technical Configuration & Site Survey Options 2

Configure the technical office: stages, types, teams and survey settings 8m
Maintain the survey master lists: floors, locations and dropdown options 5m

Installation & Site Operations 15

Installation Overview & Project Dispatch 3

Monitor installation from the dashboard and analysis views 5m
Run an installation project on site 4m
Dispatch installation crews and plan their site days 5m

Record a pre-quote site survey 26m

Record a production site survey 29m

Installation Items, Warranty & Snagging Management 2

Track installed openings, their serials, and their warranties 5m
Log, fix, and close site snags 4m

Plan an installation visit 3m

Field Tasks & Timesheet Execution 2

Manage installation tasks across every project 3m
Work your own task list and log site hours 3m

Hand over and sign off an installation 3m

Site Quality Control & Inspection Analytics 2

Set up and run on-site quality checks with Site QC 7m
Analyse Site QC results, failures, first-pass rate and measurements 6m

Installation Reporting, Timesheets & Settings 2

Report on installation progress and hours 3m
Configure the Installation app: actions, stages, tags and settings 5m

After-Sales & Warranty Services 6

Log a service request 11m

Service Orders & Maintenance Requests 2

Monitor after-sales service from the dashboard 5m
Handle a service order from complaint to close 4m

Annual Maintenance Contracts (AMC) & Service Analytics 2

Manage Annual Maintenance Contracts (AMC) and recurring preventative site visits 5m
Analyse after-sales workload and history 3m

Manage maintenance contracts 3m

General Settings 16

Install, upgrade, or remove an app 5m

Add and manage users 5

Add and manage users 6m

Add a language for your team 5m
Set access rights for a user 7m
Understand what portal users can do 3m
Grant portal access to a customer 5m
Update a portal account's details 8m

Set up your company and its branches 2

Set up your company and its branches 6m

Work in a multi-company database 8m
Edit an email template 14m

Understand how WindoorERP sends and receives email 4

Understand how WindoorERP sends and receives email 5m

Receive incoming email in the database 7m
Send outgoing email from the database 7m
Publish DNS records so your email is trusted 8m
Fix an email that did not arrive 6m

Address autocomplete: what it would do, and why it is off here 3m

WhatsApp Business Integration 3

WhatsApp Live Conversations & Message Center 1

Answer WhatsApp conversations as a team 4m

Automated Message Templates & Accounts Configuration 2

Get your WhatsApp message templates approved by Meta 4m
Connect your WhatsApp Business number and organise teams 4m

Employees & Human Resources 3

Employee Directory & Organizational Departments 1

Build the employee register: people, departments and locations 5m

Skills Matrix, Certifications & Training 1

Record skills, certifications and training 4m

Onboarding, Working Schedules & HR Settings 1

Set the shifts, the onboarding plans and the HR policies 5m

Inventory Management 62

Understand warehouses, locations, and stock 8

Understand warehouses, locations, and stock 5m

Configure essential inventory and warehouse settings 4m
Set up a warehouse 5m
Create storage locations 11m
Configure an operation type 5m
Adjust stock after a count 5m
Schedule cycle counts by location 4m
Scrap damaged stock 4m
Allocate incoming stock to orders 4m

Browse and manage the product and materials catalogue 5m

Set up product attributes for profiles, colours, and glass 4m

Configure units of measure and material packaging 4m

Configure barcode nomenclatures for factory scanning 4m

Configure product categories for valuation, costing, and removal strategies 5m

Choose how stock gets replaced 6

Choose how stock gets replaced 4m

Set a reordering rule 6m
Order stock only when a job is sold 4m
Work the replenishment report 5m
Understand why an order was not raised yet 4m
Set lead times so dates are realistic 15m
Resupply one warehouse from another 4m

Inventory reports 8

Read the forecasted report 4m
Check stock and its value 4m
Find where stock is sitting 4m
Run the stock aging report to identify slow-moving material 5m
Trace every movement of a product 4m
Analyse stock moves and their values 9m
Watch warehouse performance on a dashboard 4m
Analyse scrap trends and waste 8m

Choose how goods come in and go out 10

Choose how goods come in and go out 5m

Build a route with push and pull rules 13m
Configure individual supply and movement rules 11m
Receive and deliver in one step 5m
Receive and deliver in two steps 11m
Receive in three steps through quality control 9m
Deliver in three steps with packing 9m
Send arriving goods to the right shelf 9m
Limit what a location can hold 10m
Hold stock you do not own 8m
Handle a supplier-to-site delivery without dropshipping 6m

Charge for transport on an order: shipping methods are not enabled here 4

Charge for transport on an order: shipping methods are not enabled here 9m

Create a delivery method 2m
Invoice the delivery charge 7m
Print delivery slips and labels 4m
Dispatch Management System (vehicles, docks and load building) 2m

Decide when stock gets reserved 3

Decide when stock gets reserved 4m

Reserve stock at confirmation 3m
Reserve stock by hand 3m
Reserve stock a few days before delivery 4m

Picking methods 3

Pick several orders in one trip 2m
Handle several deliveries in one picking trip 9m
Pick part of several orders as a wave 2m

Decide which units leave first 5

Decide which units leave first 4m

Pick the oldest stock first (FIFO) 3m
Pick the newest stock first (LIFO) 8m
Pick what expires first (FEFO) 2m
Pick from the nearest location 8m
Open as few packages as possible 7m

Inventory valuation 4

Choose a costing method 7m
Add freight and duty to product cost 4m
Value stock lot by lot 5m
Account for scrapped goods 5m

Timesheets & Labor Tracking 2

Timesheets Tracking & Task Allocations 1

Log hours against projects and review the company's timesheets 4m

Timesheets Analytics & Billing Configuration 1

Read utilisation and decide which hours are billable 4m

Contacts & Partner Directory 2

Contacts Directory & Partner Taxonomy 1

Keep one contact record per company, person and site 4m

Partner Bank Accounts & Regional Localization 1

Record bank accounts, countries, states and country groups 4m

Momentum Productivity & Insights 1

Momentum Productivity Hub & Gamification 1

Turn on the Momentum hub: focus, achievements and insights 5m

Documents, Reports & Submittals 3

Engineering & Fabrication Production Reports 1

Print elevation diagrams, profile cutting optimizations, glass cutting lists, and work order travelers 7m

Commercial Quotes, Site Dossiers & Logistics Slips 1

Print quotations with drawings, survey reports, and delivery documents 8m

Financial Invoices, Corporate Layouts & HR Badges 1

Print invoices, purchase orders, employee documents, and company branding 8m

Customer & Mobile Field Portal 2

Customer Self-Service Web Portal 1

View live orders, approve quotes, track milestone invoices, and submit service requests 6m

Mobile Field Operations & Site Survey Portal 1

Measure on site from the surveyor's phone 7m

Website, CMS & Digital Experience 2

Public Marketing Pages & Architectural Solutions 1

Put up the public pages that produce enquiries 5m

Content Management, Visitors Analytics & SEO Settings 1

Run the website: pages, visitors, menus and redirects 5m

UTM Link Tracking & Marketing Attribution 1

UTM Link Tracking & Marketing Attribution 1

Tag campaign links so won orders trace back to the money 4m

Custom BI Spreadsheets & KPI Dashboards 1

Custom BI Spreadsheets & KPI Dashboards 1

Read and share the built-in dashboards 5m

Apps & Module Management 1

Apps & Module Management 1

Manage apps: install, upgrade, and uninstall modules 7m

Calendar Scheduling & Personal To-Do 1

Calendar Scheduling & Personal To-Do Tasks 1

Book meetings, set reminders, keep a personal checklist 6m

User Manual & Knowledge Base 1

Authoring, journeys and federation 1

Author the manual: articles, journeys, shelves and federation 6m

System Engineering, Hardware & Parametric CAD 2

System Engineering, Hardware & Parametric Glass 1

Set up the profile, glass and hardware catalogue 5m

Design Analyses, CAD JSON Mapping & Settings 1

Run design analyses and map the designer's JSON 5m

Settings, Technical Architecture & System Administration 5

General Settings, Companies & Languages 1

Configure General Settings, company details, languages, and Quick Feedback 9m

Database Structure, Parameters & Sequences 1

Audit database models, custom fields, decimal accuracy, system parameters, and sequences 9m

Actions, UI Views, Menus & Report Formats 1

Manage window actions, server actions, QWeb views, menu hierarchies, and paper formats 9m

Security, Access Rights, Record Rules & Devices 1

Understand access rights, record rules, user devices, and privacy tools 9m

Automation, Email, SMS & Discuss 1

Configure scheduled actions, email templates, SMS logs, and Discuss infrastructure 14m

Discuss, Team Channels & Live Collaboration 4

Channels, Groups & Real-Time Chat 2

Talk in channels, groups and direct messages 4m
Store canned responses and insert them with a shortcut 4m

Voice & Video Calls, Screen Sharing & WebRTC 2

Hold a voice or video call, and share your screen 4m
Control Discuss notifications, and use roles to reach a whole team 5m

Documentation

Custom BI Spreadsheets & KPI Dashboards

Updated 2026-08-31

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Custom BI Spreadsheets & KPI Dashboards

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