Documentation Getting Started Updated 2026-08-31 Copy link Print In this section Log in to your WindoorERP account Signs you in to your company's WindoorERP database, so every quotation… Find your way around WindoorERP WindoorERP puts every screen in the same frame. Once you know the four parts of… Get help without leaving your screen Opens this manual next to whatever you are doing, already filtered to the… Send feedback to the WindoorERP team Sends a private message — with screenshots, files or a voice note — straight to… Switch between English and Arabic Changes the language of your own account. Menus, buttons, field labels, this… Create your first customer Creates the customer record every quotation, order, delivery and invoice will… Search, filter, and group records Every list, kanban board, calendar and report in WindoorERP is fed by the same… Move work through stages A stage is a column on a board: one of the ordered steps a card passes through… Schedule a follow-up activity An activity is a follow-up task pinned to a record: call this customer, chase… Fill in a contact record properly The contact record is where a customer's addresses, payment terms, pricelist… Export records to a file Takes a set of records out of WindoorERP as a spreadsheet: for an analysis the… Import records from a file Loads contacts, products, price lists, opening balances or any other records… Analyse data with graph and pivot views A list answers “which records?”. A report answers “how much, and which way is… Format text with the rich-text editor One editor runs in every rich-text field in WindoorERP — the Notes tab of a… Work faster with keyboard shortcuts Keeps your hands on the keyboard for the things you do fifty times a day… Write a manual article The house rules for writing manual articles people actually find and finish. Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo