General Settings
Install, upgrade, or remove an app
What this does
Adds an application to your WindoorERP database, updates it, or takes it out again — all from the Apps dashboard.
Before you start
- Only an administrator can change the installed apps.
- Apps have dependencies: installing one may pull in other apps that are technically required, even if nobody opens them.
- Adding apps changes how much of the database you use. If your WindoorERP plan is close to its limits, ask info@windoorerp.com before installing a large app.
- Test unfamiliar apps on a copy of your database first — never on the live one.
Steps
By default the dashboard shows applications only. To search technical modules as well, add the Extra filter from Filters.
If the app you need is not listed at all, activate developer mode, go to Apps › Update Apps List and click Update.
Install, upgrade and uninstall any needed apps and modules from the Apps dashboard.
By default, an Apps filter is applied. To search for modules too, select Extra from the Filters.
Warning
Adding or removing apps can significantly affect other apps in the database and modify subscription costs. Consider carefully or test the changes in a staging environment before proceeding.
- Administrators manage the database: The administrator of the database is responsible for its usage, as they know best how their organization works.
- WindoorERP apps can have dependencies: Installing some apps and features with dependencies may also install additional apps and modules that are technically required, even if database users do not actively use them.
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01
Open the Apps dashboard from the apps menu.
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Search for the app by name, or scroll the list to find it.
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Click Activate on the app's card.
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Wait for the page to reload — the new app appears in the apps menu.
Install apps and modules
From the main WindoorERP dashboard, open the Apps app, then click on the search bar to find the app to be installed or scroll to find it. From here, click Activate on the app's card.
Note
If the app or module to be installed is not listed, update the app list by activating developer mode, and then go to Apps › Update Apps List, and then click Update.
Upgrade apps and modules
With each new WindoorERP release, new improvements or app features are added. Upgrade the app to use these new improvements and features.
Go to Apps and then on the app to upgrade, click the (vertical ellipsis) icon and select Upgrade.
Uninstall apps and modules
Warning
Uninstalling apps also deletes their database records. Test uninstalling apps on a duplicated database before removing apps on a production database.
Note
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app may uninstall multiple apps and modules.
Go to Apps and then on the app to uninstall, click the (vertical ellipsis) icon and select Uninstall to open the Uninstall module pop-up window.
The Apps to Uninstall section lists the applications to be uninstalled.
Tip
Select the Show All checkbox to display all module dependencies.
The Documents to Delete section lists the database records to be deleted.
To proceed with uninstalling the app, its dependencies, and all related database records, click Uninstall.
Example
The Restaurant app requires the Point of Sale app to function, so uninstalling the Point of Sale app will also uninstall the Restaurant app, and any related records.
Upgrade an app
Upgrading re-applies the newest version of an app that is present on the server: new fields, views, and menus are loaded into your database. WindoorERP ships those new versions to the server for you, so use this when support asks you to, or after a new release is announced.
Go to Apps, click the ⋮ (vertical ellipsis) icon on the app's card, and select Upgrade.
Remove an app
- Go to Apps, click the ⋮ (vertical ellipsis) icon on the app's card, and select Uninstall.
- Read the Apps to Uninstall section — it lists every app that goes with it. Tick Show All to see the module dependencies too.
- Read the Documents to Delete section — those database records are deleted, permanently.
- Click Uninstall to confirm.
Common mistakes
- Uninstalling to "clean up" a live database — uninstalling deletes the app's records with it, and no undo exists. Try it on a copy first.
- Removing an app another one depends on: uninstalling Sales, for instance, takes everything built on top of it with it.
- Assuming an app is broken because it is missing from the list — update the apps list first.
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