Sales & Quotations

Add a window to a quotation

3 min read Updated 2026-08-21 WindoorERP 19.0

What this does

Turns "three sliding windows, 1800 by 1400" into a real configured line: a drawing, a bill of profiles, glass, hardware, and a price the engine calculated rather than a person guessed.

Before you start

The product you pick must be a fabricated one — that is what puts the design buttons on the line.
Have the opening sizes as they were measured, and know whether they are structural opening or finished frame.

Steps

01
On the quotation, add a line and choose the fabricated product.
02
Click Create Design. The configurator opens in its own tab.
03
Choose the opening type — fixed, casement, sliding, folding — and set the frame width and height.
04
Split the frame into sashes and set which ones open and which way they hand.
05
Pick the profile series and the glass for each panel.
06
Save the design and return to the quotation.
07
Click Analyze Design to price it and produce the cutting and hardware data.
08
Set the Quantity — one design, many identical units.

What the analysis produces

The Design Analysis is the bridge between drawing and factory. Behind it sit the numbers everyone downstream uses:

Total Glass (m²) — per unit and for the line.
Hardware Sets (pcs) and Door Sashes (pcs) — what the store must issue.
Cut-to-Cut Length (mm) and Cut Angle per profile piece — what the saw needs.

Important

Editing a design after analysing it makes the analysis stale. Re-run Analyze Design before quoting or releasing to production, or the price and the cutting list describe the previous drawing.

Repeating a design

Two routes, and they are not the same:

Quantity on the line — identical units of one design. Use this for eight identical bedroom windows.
Duplicate the line — a separate design you can then vary. Use this when the eighth window is 100 mm narrower.

Warning

After duplicating a line, reload the order before editing the copy. The configurator opens in a new tab, and an order form left open from before the duplication does not know the new line exists — edits then appear to land on the wrong window.

Common mistakes

Quoting from the drawing without analysing it, so the price is the previous revision's.
Entering the structural opening as the frame size, and losing the installation clearance on every unit.
Using quantity for units that differ. One design means one cutting list; the odd one out gets built wrong.

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