There are a few methods of adding items to a quote. Choose your preferred method below to learn more.
- You currently cannot add items to Detailed Quotes using AroFlo Field; simple quotes only.
- Quotes need to be in the In Progress status in order to add items to them.
Add a Quick Total
1 Tap Add Quick Total
| If your quote doesn't yet have any line items on it, tap Add Quick Total from the line items section. |  |
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2a Total Only
| Enter a quick total for the quote (Tax Ex but you can switch to Inc if necessary) and Save. This will enter a line item for this amount with the description ‘Works Requested’. |  |
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2b Material & Labour
| Alternatively, tap Material & Labour to enter individual amounts for materials and labour (switching to Tax Inc if needed) and Save. This will enter a line item called ‘Material’ and an item called ‘Labour’. |  |
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Add Line Items
Add line items to a quote from one of the following areas:
Quote shortcuts
The easiest way to add line items to a quote is via the Quote shortcuts button  > Add Line Items and choose the relevant option via the sub-menu. |
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Line items section
| You can also tap Add Line Items from the line items section to access these same options, or if your quote contains items, View Line Items (x) > to get to the Quote Items screen and add items from there. |
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Line Items tab
| Tap an entry in the Quote Totals overview to go to the Line Items tab, or simply tap Line Items and add items from there. |
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Choose the type of line item to add:
See below for further instructions on each of these. |
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From Inventory
| Tap From Inventory 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. | Show this |
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Search Tips
Barcode Scanner
If searching Inventory, you can use the barcode scanner feature within the search box. 
Categories
| Use the category search to display items within their categories and sub-categories. |  |
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Inventory
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Search your entire inventory list and add items to your quote.
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Task Specific Lists
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Easily insert inventory items from a task specific list to your quote.
View items Tap the |
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(blue arrow) to expand the list to view the items within the task-specific list.SoR Lists
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Insert SOR Lists to your quote.
View items Tap the |
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SoR Items
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Insert Schedule of Rates (SOR) items to your quote. Only inventory items that are marked as SOR items will display in the search results.
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Assemblies
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Search through your assemblies.
Tap the 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. |
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Item info
| 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. |  |
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Advanced Search
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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 |
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(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. |  |
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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
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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 tab). |
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Review selected items
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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). |
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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. |  |
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From a Quote
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Add items from existing quotes.
Search and Filter If necessary, use the search, search options |
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(e.g. search by quote number or task type) and filter options 
(filter by status or quote type) prior to displaying matching quotes.
From Supplier Catalogue
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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. |
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Add a new Option Group
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Create a grouping of items and select if you want the group type (multiple items or single item). See Quote Option Groups for more information. |
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New Line Item
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Tap New Line Item to manually enter the details of an item (ad-hoc item). Use this for items not in your inventory. This defaults to a Material type line item (e.g. a PVC Pipe). Tap Labour to enter a labour type line item (e.g. ‘Installing Pipe’).
Optional fields
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See Quote Items for information on interacting with items once they've been added
See also Measurement Calculator in AroFlo Field for instructions on quoting in Linear Measures