Documentation Getting Started Updated 2026-08-21 Copy link Print In this section Find your way around WindoorERP Shows you the four places everything in WindoorERP lives: the apps menu, the bre… Get help without leaving your screen Opens this manual next to whatever you are doing, filtered to the screen you are… Switch between English and Arabic Changes the language of your own account. Menus, buttons, printed documents and … Create your first customer Creates the customer record every quotation, order, delivery and invoice will po… Search, filter, and group records Cuts a long list down to the records you actually want. The search bar at the to… Move work through stages Stages are the columns of a pipeline: the ordered steps a card — an opportunity,… Schedule a follow-up activity An activity is a follow-up task attached 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 and… Export records to a file Takes any set of records out of WindoorERP as a spreadsheet — for an analysis th… Import records from a file Loads contacts, products, prices, opening balances or any other records into Win… Analyse data with graph and pivot views Turns a list of records into an answer. Most apps have a Reporting menu, and beh… Format text with the rich-text editor The same editor runs in every rich-text field in WindoorERP — description fields… Work faster with keyboard shortcuts Keeps your hands on the keyboard for the things you do fifty times a day: create… 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
