Start with an empty database and finish with a priced, sent quotation for a real window.
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.
Two minutes here saves you twenty later:
the apps menu, the breadcrumb and the systray are the only
navigation you will ever need.
Everything downstream — the quotation, the
site survey, the invoice — hangs off this record, so it is worth
getting the address and contact right once.
An empty quotation is the workbench for
everything that follows.
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.
Glass is usually the largest single cost in
the opening — change it here and watch the line price respond.
Discounts belong in a pricelist, not in
typed-over unit prices — that is what keeps next month's margin
report honest.
The customer gets a branded PDF and a
link; you get a record of exactly what was sent and when.