Viewing Quoted Items or Totals
There are a few ways to check quoted items or totals on a Quote:
Line Items section
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The easiest way to check if your quote contains line items is the line items section on the Overview. Tap View Line Items (x) to go to the Quote Items screen. If your quote doesn't have items on it yet, you can add line items from here or set a quick total. See Add items to a quote, below for both of these options |
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Quote Totals overview
| The overall totals of the quote displays underneath the line items section. Tap an entry to go to the Items Total tab (see next tab). |  |
Items Total tab
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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 Inclusive box. Tap Edit Line Items to add or view line items.
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Add items to a quote
There are a few methods of adding items to a quote. Choose your preferred method below to learn more.
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. |  |
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’. |  |
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’. |  |
Add Line Items
There are a few ways to manually add line items to a quote:
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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Items Total tab
| Tap an entry in the Quote Totals overview to go to the Items Total tab, or simply tap Items Total > Edit Line Items and add items from the Quote Items screen. |
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Choose the type of line item to add:
See below for further instructions on each of these. |
From Quote Items screen From Quote shortcuts
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Add ad-hoc item
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Tap Ad-Hoc / New Line Item to manually enter the details of an 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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Multi-Search / Inventory
| Tap Multi-Search/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 |
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. |  |
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. |  |
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.
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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. |  |
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. |  |
Add items from supplier catalogues
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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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View and Edit Quote Items
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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 optionsYou may see the following option(s), depending on the inventory item's settings:
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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(percentage) button to select a 
(percentage badge) button to select a
Quoting in Linear Measures
You can quote for a service or item in m2 (squared), lineal metres, or m3 (cubed) to accommodate for jobs like painting a room or fencing a property.
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To quote in linear measures:
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Other Linear Measure Calculator Options
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(Duplicate) |
Tap  >  to add a new measurement line in the calculator with the same values as above it. |
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(Delete) |
Tap >  to delete the measurement line. |
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Tap Add Group to create a new group of measurements. This would be useful for breaking up a quote that might be for several rooms of a house or fencing on different parts of a property while maintaining a single line item. Tap the field above the measurements in each group that reads ‘Group’ to enter a name, then proceed from Step 2 above to complete more calculations. Groups can also be deleted or duplicated using the menu button |
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Tap and drag if you need to reorder a measurement line / measurement group. |
| Delete All | Delete all calculations. You'll be prompted to confirm this action as it cannot be reversed. |
View Measurements on a Layout
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Quote Details
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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. Close this section to return or Save 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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