The Items Total tab gives you the overall totals of the quote. To view more information, such as labour hours, cost of materials, and overall markup, tap Details. See Edit a Quote - View Quote Totals for an explanation of these fields.
If you want to use tax-inclusive pricing on your quote, check the Tax Rate Included box.
Tap View & Edit Quote Items to add or view line items.
Simple Quotes only
You can only view and edit items for simple quotes. Click here to learn more about simple vs detailed quotes.
Add items to a quote
Tap the green plus button to add items to a quote and select the relevant option.
See below for instructions on how to use each option.
(optional) use the +or- buttons to adjust quantities, or simply enter a quantity in the box provided.
Tap the(blue arrow) to expand the list to view the items within the SOR list.
In this example we've expanded the assembly to view the items within it and we can see that adding a quantity of 2 would add 2 brackets, 30 cables, etc.
Using any of the above options, you can tap an item to view additional item details and/or access documents and photos attached to the item.
An alternative to the search box and the category search is the Advanced Search. This is ideal if you know some of the item's other details, e.g. the Identifier or Manufacturer. Tap (magnifying glass with text) to use Advanced Search. Switch between Inventory, Task Lists, SOR Lists, SOR Items, and Assemblies from the top section and fill out what information you want to search in the relevant field(s). Tap Search Item to display results. The following screen will display how many items match the criteria and labels will tell you what you searched. Tap the x on a label to expand your search. Tap the X at the top right to return to your inventory list.
If an item has already been added to the quote, a counter will display on the Add Item button when displayed in the list, to indicate this. This will save you from accidentally adding the same item to a quote.
Add selected items to Quote
Once you've finished selecting your items, you can either add them straight to the quote, or, you can review them first to double check your pricing and make any adjustments, etc, before adding them.
Save and close
The quickest way to add your items to the quote is to tap Save and close. The Selected items button will let you know how many line items (as opposed to item quantities) have been added so far. This will add the items to the quote and return to the Quote Items list (see below).
Note that this method will bypass reviewing items (as per next section).
Review selected items
To review what you have added so far, tap Selected items. This will display a list of the items you've added so far and a total. From here, review your quantities and prices. When you're ready, tap Add selected items to quote to return to the Quote Items list (see below).
If you've added Inventory Lists (Task specific lists, SOR lists, or Assemblies), these will appear in the grouped view, similar to above, and you can adjust quantities for the whole list or for each item.
To remove an item or list, make the quantity 0 (except for items within inventory lists).
Forgotten to add items?
If you press back < without making a selection, you'll be prompted to add your selected items to the quote, or remove them. Note that adding items this way will bypass reviewing them. If you want to review your items first, tap away from this prompt and tap Selected items.