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Adding Specials
Creating Sections &
used for quantities less than
,
for quantities
between and , and
for quantities greater than
If you select
then the lowest price will be used
out of
,
and
regardless of quantity
Qty2 Trade2
Qty2 Qty3
Trade3
Qty3.
Lowest Price
Trade1 Trade2
Trade3
If you select
then
will be
Price
Based On Quantity
Trade1
To add a Special item with your
own description and price click here
The order of items in the quotation
section can be changed by clicking
on the Up and Down arrow buttons
Click here to add the highlighted
item to your local database
You can copy a supplier discount%
or supplier name to all items in a
quotation section by clicking the
Copy% button
Click the
button
to display a list of all Kit
files
Insert Kit
To locate the highlighted
item within the
manufacture’s catalogue
click here
manufacturers & local
database.
Items not found and not
updated are shown with a
grey background.
Dividing a quote into sections
Quotation Sections
Typing in the catalogue number of an item directly
Other ways to add items to a quotation
A quotation is normally divided into sections (Main Distribution, Lighting, Heating, Testing etc). The name of the active quotation
section is displayed on the top left corner. When you start a new quotation a blank section is created for your called ‘Untitled
Quotation Section’. Click either on the quotation name or on the down arrow next to it to display the
window
(see next page for details) where you can add more sections or change the name of a section.
From the Catalogues tab by double-clicking on an item or clicking the +Q button
From the Catalogue Number Search window (displayed by clicking the binoculars button)
From Kits
From other Quotations by clicking the Insert Quo button
If you know the Catalogue Number of an item you can type it in and Electrika will automatically do a search for you. First add a
blank item to the quotation section by going to the last entry in the quotation section and pressing
. Type in a Catalogue Number in the
column. The Manufacturers and Local Database will be searched
and if an exact match is found the item is copied into the quotation and you are taken to the column. If an exact match is not
found you are taken to the
window where Electrika has located the nearest match.
You can add Specials by clicking the Specials button on the toolbar or by typing S under the S column of a new blank item. When
an items is a Special you can change all the columns of the item. You can also edit the details of an item that has been brought in
from a manufacturers Catalogue by typing S under the S column to make it into a special. Labels or headings can also be added
as specials.
<Down Arrow> on your
keyboard
Cat Number
Qty
Catalogue Number Search
Adding your own specials
