Items Total
The Items Total tab (
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. |
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Add items to a quote
Tap the
See below for instructions on how to use each option.
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Add ad-hoc item
Tap Use this for items not in your inventory.
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Multi-Search
Tap
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Search Tips
Barcode Scanner
If searching Inventory, you can use the barcode scanner feature within the search box.
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Categories
Use the category search to display items within their categories and sub-categories.
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Inventory
Search your entire inventory list and add items to your quote.
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Task Specific Lists
Easily insert inventory items from a task specific list to your quote.
View items Tap the
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SoR Lists
Insert SOR Lists to your quote.
View items Tap the |
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SoR Items
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
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
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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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
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
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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Add items from supplier catalogues
Tap
Using this feature is useful for accurate material costs, as pricing is live from the supplier. |
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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. Show this![]() Markup options
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. |
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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
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. |
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