Documentation 19.0

Getting Started

Create your first customer

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Creates the customer record every quotation, order and invoice will reference.

Before you start

  • Have the customer's legal name and phone number to hand.

Steps

  1. 01
    Open Contacts from the apps menu.
  2. 02
    Click New.
  3. 03
    Choose Individual or Company.
  4. 04
    Enter the name, phone and address, then save.

Common mistakes

  • Creating a duplicate — search for the phone number first; the same customer entered twice splits their order history.

Continue learning

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