Feature help (ⓘ buttons) & asking the assistant “how do I…”
Small ⓘ buttons across OpenJanela explain what a screen, field or button does, without leaving the screen. The in-app assistant can also tell you how to do a task, step by step. Where the ⓘ buttons appear In the toolbar, next to the screen title — explains the whole screen. Next to a field or […]
The Egress indicator
Every window and door item shows one Egress badge for the whole unit. It is informational only: saving, pricing and validation are unchanged. Badge Meaning MET At least one opening of the unit meets egress. NOT MET The unit has evaluated operable sashes and none meets egress. (hidden) Not applicable: not a window or door […]
DXF export of an item
An order item can be exported as a DXF drawing for CAD. The DXF is drawn by the same code that paints the item on the designer canvas, so it always matches what you see on screen. What the DXF contains Two views side by side, each with a title: the outside view and the […]
Reading window & door drawings
Shop drawings (hand-sketched or CAD) describe a unit so it can be re-built in OpenJanela. This chapter covers how to read the symbols and dimensions on a drawing. What a drawing must convey Series — which product line to build in. (If absent, the series selected on screen is used.) Internal dimensions — overall internal […]
Discount levels and customer Discount / Factor (discount factor levels, Use discount factor levels)
Discount levels replace the order’s single % / $ discount with numbered levels. Each level holds a discount and a standard commission per series or part family. Turn them on in Administration and Setup → Company Preferences with Use discount factor levels (group Pricing & rounding). There is no screen to edit the level table […]
Item types — what each one lets you edit
Every order item carries a design type, chosen on the item selector (the radio buttons Custom Design, Std Design, Std Size, Editable Std Product, Std Product). The type is saved with the item and is applied again every time the item is reopened. It decides which tools the item designer offers; the geometry engine itself […]
Customer types and customer statuses (Type, Status, hold, inactive, pending, prospect, sundry)
Every customer has a Type (what kind of business it is) and a Status (whether you may trade with it now). Both are chosen on the customer’s More pane in Customer Service → Customer Management. There is no screen to edit the type or status lists today; your OpenJanela administrator sets them up. Customer types […]
Customer Pricing Group screen (customer line discounts, group line discounts, partner groups, parts family)
The Pricing Group screen holds a customer’s line discounts plus several company-wide pricing lists. Open it from Customer Service → Customer Management, pick the customer, then press the Pricing Group button. It has five collapsible panes. Only two of them belong to the customer you opened; the other three are global lists shared by every […]
Customer record: terms, tax, currency, type, status, group, sales rep, route, discount, factor, credit limit, deposit, lead time
The customer record holds the defaults that every new quote or order for that customer starts with. Open it in Customer Service → Customer Management, select the customer, open Details and click Edit. The form has the panes Details (name and main contact), More, Main Address, Financials, Dealers and Notes. Changing a field here affects […]
Currency, exchange rates, payment methods, ship routes and drops, weekends and holidays
These lists feed combos on the customer form (Customer Service → Customer Management): Currency and Payment on the Financials pane, Route and Drop on the Ship To address. There is no screen to edit any of these lists today, nor the country or company weekends and holidays; your OpenJanela administrator sets them up. Currency and […]