WindoorERP Documentation
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Learn how to quote, design, manufacture, install and support windows and doors with WindoorERP.
Popular tasks
Generate a cutting list
Produces the list the saw works from: every profile piece in the job with its le…
Record a site survey
Records the measurements taken on site, so the factory builds to the opening tha…
Plan an installation visit
Plans the visit: who goes, when, what they take, and what they are expected to c…
Log a service request
Logs a customer's problem against the unit it concerns, so the visit is prepared…
Create a quotation
Starts the document every other step hangs off. A quotation becomes the sales or…
Add a window to a quotation
Turns "three sliding windows, 1800 by 1400" into a real configured line: a drawi…
What are you working on?
Window & Door Design
Configure dimensions, profiles, glass, hardware and opening options.
- Set frame dimensions and sashes
- Choose a profile series
- Add decoration bars to glass
- Understand automatic hardware selection
Production
Release orders, generate cutting lists, optimize material and track production.
- Launch production from a sales order
- Generate a cutting list
- Optimize profile cutting
- Track work on the shop floor
Installation & Site Work
Record site measurements, schedule installation and complete handover.
After-Sales & Service
Manage service requests and maintenance contracts.
Sales & Quotations
Create customers, build quotations, configure openings and send proposals.
- Apply a pricelist or discount
- Send a quotation for approval
- Invoice a project progressively
- Create a quotation