Getting Started

Find your way around WindoorERP

2 min read Updated 2026-08-21 WindoorERP 19.0

What this does

Shows you the four places everything in WindoorERP lives: the apps menu, the breadcrumb, the systray, and the command palette. Learn these once and you stop hunting for screens.

Steps

01
Click the (apps) grid icon at the top left. Every installed application is listed there.
02
Open an app, then use the menus in its top bar — most follow the same shape: the working menu first, then Reporting, then Configuration.
03
Use the breadcrumb at the top of each screen to step back. It shows where you are: Quotations / SO0042 / Design.
04
Press Ctrl + K to jump anywhere by name without touching the menus.

The systray

The icons at the top right are the same on every screen:

Activities — every follow-up assigned to you, across all apps, with late ones first.
Messages — your inbox for chatter notifications.
User Manual — this manual, opened beside your work rather than instead of it.
Your avatar — preferences, language, and sign out.

Reading a form

Every record in WindoorERP is laid out the same way, which is why a storeman can find their way around a quotation:

Status bar at the top right — the stages this record moves through, current one highlighted.
Smart buttons under the title — related records: deliveries, invoices, designs, analyses.
Tabs in the middle — order lines, other info, and any tab an installed app adds.
Chatter at the bottom or the side — the full history of the record, and where you schedule activities.

Note

Unsaved changes are held in the form, not the database. The cloud icon beside the breadcrumb means "not saved yet" — click it, or press Alt + S.

Common mistakes

Using the browser Back button inside a form. Use the breadcrumb, or unsaved changes are lost without a warning.
Opening a second browser tab on the same record and editing both. The last save wins and the other person's work disappears.
Hunting through menus for a customer or an order when Ctrl + K finds it in two keystrokes.

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