User Guide
Table of Contents
User Guide
Welcome
Getting started
Starting a new quote
General project details
Linking companies to a project
Adding contacts to a company
Attaching your files
Adding internal and external notes
Working with Sections (Items)
Dividing a project into Sections
Opening a Section and adding parts
Adding, copying and deleting Sections
Renaming Sections
Switching between different views
Updating Section quantity and values
Setting Sections as optional
Reordering Sections
Working with parts
Adding parts
Adding your own parts
Adding parts from e-Catalogues
Searching for e-Catalogue parts
Filtering e-Catalogues
Adding parts between tools
Searching other tools for parts
Searching for parts by description
Adding a blank special
Inserting a heading
Deleting parts
Using cut, copy and paste
Using the clipboard
Using kits (assemblies)
Creating a Kit
Expanding and collapsing a Kit
Adding a Kit to the Kit library
Breaking a Kit into parts
Importing & exporting parts
Switching between different views
Switching to a different Item
Reordering parts
Updating part quantity and values
Adding notes to a part
Changing cat / local parts to specials
Assigning a supplier to a part
Using different labour types
Assigning labour to a part
Adding a new labour type
Editing the labour type
Deleting a labour type
Setting a default labour type
Setting a default labour types list
Copying discounts to multiple parts
Updating prices for cat / local parts
Locating cat / local parts
Your local database
How to create a local database
Import from excel into a local database
Setting up install times and discounts
Applying install times and discounts
Sharing install times and discounts
Price buildup
Understanding price buildup
Cost prices
Overhead and profit
Preliminaries, extras and MCD
Tender sell
Provisional sums
Creating and managing reports
Organizing reports
Customer and internal reports
Excluding certain pages
Including or excluding prices
Changing page size
Customizing the header with logo
Adding project site details
Customizing footer logo and text
Customizing the email signature
Adding Terms & Conditions
Including Tax or VAT
Printing and exporting reports
Emailing reports
Sending emails to multiple clients
Attaching files to emails
Managing email read notifications
Tracking report emails
Organizing folders
Adding, renaming, deleting folders
Moving folders
Repositioning folders
Sharing folders
Changing shared folder permissions
Removing users from shared folders
Organizing files
Opening a file
Copying files
Moving files to different folders
Exporting files
Deleting files
Import files from Electrika Desktop
Changing project status
Managing follow-ups notes
Searching for files
Organizing companies and contacts
Adding a new company
Adding a new contact to a company
Moving contacts between companies
Updating or deleting companies
Updating or deleting contacts
Setting up a default address column
Copying companies
Moving companies
Linking companies to a project
Setting a default company or contact
Importing and exporting contacts
Searching companies and contacts
Managing different currencies
Setting up your currency
Files with different currencies
Currency conversion
Download as PDF
Organizing reports
Customer and internal reports
Excluding certain pages
Including or excluding prices
Changing page size
Customizing the header with logo
Adding project site details
Customizing footer logo and text
Customizing the email signature
Adding Terms & Conditions
Including Tax or
VAT
Creating and managing reports
Customer and internal reports
Feedback
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