Documentation 19.0
All journeys

Your first quotation, in 20 minutes

Start with an empty database and finish with a priced, sent quotation for a real window.

7 steps about 20 minutes written for Sales engineer

This is the shortest path to seeing WindoorERP do the thing it exists to do: turn an opening in a wall into a priced, sendable quotation. Follow it in order — each step leaves the system in the state the next one expects.

Before you start
  • A WindoorERP login with the Sales app
  • A profile series and a pricelist already loaded (both ship with the demo data)
By the end you will be able to
  • Find your way around any WindoorERP screen
  • Create a customer and open a quotation for them
  • Draw a window, choose its glass, and see the price move
  • Apply a pricelist or a discount without editing line prices by hand
  • Send a quotation for the customer's approval
Find your footing
1. Learn the three places everything lives
2 min

Two minutes here saves you twenty later:
the apps menu, the breadcrumb and the systray are the only
navigation you will ever need.

You are done when: You can move between two apps and come back
without using the browser Back button.
Read more on this step
2. Create the customer you are quoting
3 min

Everything downstream — the quotation, the
site survey, the invoice — hangs off this record, so it is worth
getting the address and contact right once.

You are done when: The customer appears when you start typing
their name in any Customer field.
Read more on this step
Build the quotation
3. Open a quotation
2 min

An empty quotation is the workbench for
everything that follows.

You are done when: A draft quotation exists, numbered, with
your customer on it.
Read more on this step
4. Draw the first window
5 min

This is the step that makes WindoorERP
different from a spreadsheet: you draw the opening and the
system works out the profiles, the cuts and the price.

You are done when: The quotation line shows a drawing, a size
and a price that changes when you change the size.
Read more on this step
5. Choose the glass
3 min

Glass is usually the largest single cost in
the opening — change it here and watch the line price respond.

You are done when: The line price moved when you switched
glass specification.
Read more on this step
Price it and send it
6. Apply the customer's pricing
3 min

Discounts belong in a pricelist, not in
typed-over unit prices — that is what keeps next month's margin
report honest.

You are done when: The discount shows in its own column, and
the unit price is still the list price.
Read more on this step
7. Send it for approval
2 min

The customer gets a branded PDF and a
link; you get a record of exactly what was sent and when.

You are done when: The quotation state is Sent and the message
appears in its chatter.
Read more on this step