Documentation 19.0

Getting Started

Create your first customer

3 min read Updated 2026-08-21 WindoorERP 19.0

What this does

Creates the customer record every quotation, order, delivery and invoice will point at. Ten minutes here is what stops a window being delivered to a billing address six months later.

Before you start

  • Search before you create. A duplicate customer splits the history, the statement and the credit limit in two.
  • Have the tax registration number and the site address to hand if this is a company you will invoice.

Steps

  1. 01
    Open the Contacts app and click New.
  2. 02
    Choose Company for a developer, contractor or business; choose Individual for a private client.
  3. 03
    Enter the name exactly as it should appear on an invoice.
  4. 04
    Fill in phone and email — these are what the portal login and the order confirmations use.
  5. 05
    Enter the address, and set Language to the one this customer should receive documents in.
  6. 06
    Add a Tax ID if they are registered.
  7. 07
    Save.

Site addresses and contact people

A project rarely goes where the invoice goes. On the Contacts tab of the company, click Add Contact and choose the type:

  • Delivery — the site. This is the address that reaches the driver and the installation team.
  • Invoice — the accounts department.
  • Contact — a person: the site engineer, the procurement manager.

Example

A contractor has one company record, an invoice address at their head office, and three delivery addresses — one per tower. Each quotation picks the right delivery address, and the installation crew's paperwork carries it.

Terms that follow the customer

On the Sales & Purchases tab, set what should apply automatically to every future order: the Salesperson, the Payment Terms, and the Pricelist that decides their prices. Setting them once here beats remembering them on every quotation.

Common mistakes

  • Creating a second contact because a search for "Al Rayyan" returned nothing — try a phone number, a tax ID, or part of the email before clicking New.
  • Typing the site address over the invoice address instead of adding a delivery address. The invoice then goes to the site.
  • Leaving the language empty for an Arabic-speaking customer.
  • Putting a person's name on a company record, so the invoice is addressed to an individual who cannot pay it.

Continue learning

Create a quotation Starts the document every other step hangs off. A quotation becomes the sales or…

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