WindoorERP Documentation
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Learn how to quote, design, manufacture, install and support windows and doors with WindoorERP.
Popular tasks
Generate a cutting list
**What this does** Produces the list of profile cuts — lengths, angles and count…
Record a site survey
**What this does** Captures the real opening sizes on site, per position, before…
Plan an installation visit
**What this does** Schedules an installation team against finished goods, so the…
Log a service request
**What this does** Opens a service case against the original order and position,…
Create a quotation
**What this does** Creates the quotation that, once confirmed, becomes the sales…
Add a window to a quotation
**What this does** Opens the window designer from an order line, so the drawing,…
What are you working on?
Window & Door Design
Configure dimensions, profiles, glass, hardware and opening options.
- Set frame dimensions and sashes
- Choose a profile series
- Add decoration bars to glass
- Understand automatic hardware selection
Production
Release orders, generate cutting lists, optimize material and track production.
- Launch production from a sales order
- Generate a cutting list
- Optimize profile cutting
- Track work on the shop floor
Installation & Site Work
Record site measurements, schedule installation and complete handover.
After-Sales & Service
Manage service requests and maintenance contracts.
Sales & Quotations
Create customers, build quotations, configure openings and send proposals.
- Apply a pricelist or discount
- Send a quotation for approval
- Invoice a project progressively
- Create a quotation