Items Total
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.
| Option | Description |
|---|---|
| Multi-Search | Add items from Inventory, Task specific lists, SOR lists and items, or Assemblies. |
| Ad-hoc | Add an ad-hoc item (items not in your inventory) |
| Supplier Catalogue | Directly access your preferred online Supplier Catalogue. |
Add ad-hoc item
Tap Ad-hoc 
to manually enter the details of an item. Tap Save Items once finished to return to the Quote Items list.
Use this for items not in your inventory.
| Field | Description |
|---|---|
| Part No | Enter a part number (optional). |
Item | The name of the item. |
| Type | Select whether this item is a Labour or Material item. |
| Estimated Hours (Material items only) | Installation time (optional). |
| Quantity | Enter the quantity needed. |
| Cost Ex | The cost of the item exclusive of GST. |
| Markup | If you don't have a default markup for materials set in Site Admin, enter a markup percentage. |
| Sell Ex | The sell price of the item exclusive of GST. |
| Tax | Select a tax code (optional). |
| Tracking Centre | Select a Tracking Centre (optional). |
Multi-Search
Tap Multi-Search 
to add existing inventory items and inventory lists to your quote. Use the filter button to select which set of items you want to search.
Search tips
Use the search box to narrow down your search results. You can type in an item name or item number.
- If you're searching Inventory, you can use the barcode scanner
feature within the search box. Use the category search to display items within their categories and sub-categories. Hover here for a short animation.
Search your entire inventory list and add items to your quote.
- Tap Add Item
- (optional) use the + or - buttons to adjust quantities, or simply enter a quantity in the box provided.
Easily insert inventory items from a task-specific list to your quote.
- Tap Add Task List
- (optional) use the + or - buttons to adjust quantities, or simply enter a quantity in the box provided.
View items
Tap the 
(blue arrow) to expand the list to view the items within the task-specific list.
Insert Schedule of Rates lists to your quote.
- Tap Add SOR List
- (optional) use the + or - buttons to adjust quantities, or simply enter a quantity in the box provided.
View items
Tap the (blue arrow) to expand the list to view the items within the SOR list.
Insert Schedule of Rates items to your quote. Only inventory items that are marked as SOR items will display in the search results.
- Tap Add Item
- (optional) use the + or - buttons to adjust quantities, or simply enter a quantity in the box provided.
Search through your assemblies.
- Tap Add Assembly
- (optional) use the + or - buttons to adjust quantities, or simply enter a quantity in the box provided.
View items
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.
Advanced Search
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).
Inventory Lists
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.
Remove items
To remove an item or list, make the quantity 0 (except for items within inventory lists).
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.
Add items from supplier catalogues
Tap Supplier Catalogue 
to directly access your preferred online Supplier Catalogue.
Using this feature is useful for accurate material costs, as pricing is live from the supplier.
View and Edit Quote Items
Once items have been added to your quote, they'll appear in the quote items list. Tap the + or - buttons to adjust quantities, or tap x to remove them.
Tap an item if you need to edit it such as changing the part number, description, price, markup, estimated hours, or marking the item as optional. Tap Update Item to return to the Quote Items list.
| Field | Description |
|---|---|
| Cost | For items within an SOR list, you'll have an additional Options button, allowing you to select the relevant price level |
| Markup | Tap the |
| Sell | Tap the |
Changes will apply to this quote only and will not update your inventory items.
Once you've added all your items, tap Save Quote Items.
Tap the < (back arrow) at the top to return to the quote overview.
Quote Details
Tap Details at the bottom of the Quote Items page at any time to view the overall quote totals, such as the labour hours, overall markup, and cost of labour and materials.
This information can also be found on the Items Total tab . See Edit a Quote - View Quote Totals for an explanation of these fields.
Tap Close to close this section or Save Quote Items if you've made any changes.
Sending the quote to your client
For instructions on emailing or printing your quote from AroFlo Field, see Emailing and Printing.
