electrika step by step guide

7/28/2019 Electrika Step by Step Guide

http://slidepdf.com/reader/full/electrika-step-by-step-guide 1/8

Click the Quoting Tab then the Projecttab. Entering the project details is

usually the first step in every quote.Use the guide below to fill in some

example details.

Click here to access the

The notes box can be used toenter any details about the

project. As you enter more text thenotes window scrolls to allow you

to type in more information

Click here to accessyour Clicking on the arrows of the

and entries auseful calendar will pop up from

which you can select a date

The has a choice of options which can be

selected by clicking here

Click here to create/viewthe list of customers the

quote will be sent to.

Step-By-Step Guide To

Creating Your First Quotation

Only 15 min to complete!Û´»½¬®·µ¿



The next step is to setup the labour rates and markups. You can always comeback to this page at the end of a quote to make adjustments, and everythinggets re-calculated.

You can define up to 26 labour rates labelled A to Z. Each labour rate can havea description under the column, and you can specify the rateunder the column.

When you initially run Electrika you will see that the first labour rates A to F havebeen defined for you as examples. You can change a labour rate at any timeduring a quotation and Electrika will automatically update all items with the newrate and re-do all calculations.

You can decide whether to display quantities aswhole numbers or totwo decimal places

When you define thesettings that you use most

often click here to savethem as Electrika defaults

You can define up to 26labour rates labelled A to Z

The

is defined as apercentage of theprice

You can specify the

Labour Rate under thecolumn

Material & Labour markups can be assigned

here



Type K2747 WHI (put a space betweenthe number and the WHI) in the CatNumber Column and press enter.

Type 20 in the Discount box,and 2 in the Unit Hrs box.

Click the search button to displaythe Cat Number Search window.

Type in KQ125A12 and the

item will be displayed.

Click the +Quo button here toadd the item to your quote

You can click here if you wantthe Unit Hrs to be set as the

default for this item so it

appears every time you use it

Click the Add ToQuote button to add

the item into your quotation

The highlight will automatically move to theQuantity column. Type 10 here & press enter

Click the Key Words button to displaythe Key Word Search window.

Type CONS in the Key Word 1 box and METALin the Key Word 2 box and then click Run

Search. This will search for all parts with the 2key words in the description i.e. Metal

Consumer Units

Click the +Quo button here toadd the first item to your quote



Click here to display the Catalogue Browser window

Click here to display theCatalogue Selection

Double click on item20101800SX to add it to your

quote

You can enter any of the manufacture catalogues byclicking on one of their logos. Click the Vent-Axia logoto display the index in the column on the right. Doubleclick Hand Dryers/Air Filters/Plate Fans as highlighted

Type 15 in the discount box, and 1 in the UnitHrs box, then click the Add To Quote button to

add the item into your quotation



Click here to display the Quotation Sections Window

The names of the sections can beedited by typing in here. Type 001

My First Section here

The Material, Labour Hours and Lab Costs fromeach section are shown here

Click here when you want to create another blank section. Thenclick here to select the new section

The sections are always displayed in alphabetical order, so start each section name with a 3 digit number e.g.

001,002,003 etc. This will allow you to change the order of the sections by changing the number at the beginning.

Tip!

A quotation is normally divided into sections (Main Distribution, Lighting,Heating, Testing etc). The name of the active quotation section is displayed onthe top left corner. When you start a new quotation a blank section is createdfor you called ‘Untitled Quotation Section’. Click the down arrow next to thequotation name to display the window where you can addmore sections or change the name of a section.



1

2

34

56

The lower window shows thematerial build-up automaticallysectioned according to the ProductGroup (Main Index) that each itembelongs to.

1

The lower window shows the number of hours and cost for eachlabour type. You can alter the text and adjust the £/Hour for eachlabour type. Changes made here will also be shown in the

under Settings. All prices will automatically be re-calculate andyour quotation will be updated.

Labour Rates2

Extras can be added and removed in exactly the sameway as the Preliminaries

4

The lower window shows a totals summary, with eachtotal shown both as a percentage of sell and as apercentage of cost.

5

These can be added and removed in exactlythe same way as the Preliminaries. The

total is shown separateto the price

6

The upper window displaysthe price build-up

The lower windowchanges according to

which item is highlightedin the upper window

The Main ContractorsDiscount can be

changed under under the settings tab

The costing screen is split into two windows. The upper window alwaysdisplays the price build-up, and the lower window changes according towhich item is highlighted in the upper window as follows:

3

You can remove items from the default l ist bypressing or add your own items by going

to the last entry and pressing .For each entry you can type in the and

, and is automatically calculated. Youcan click on the button to savethe settings as Electrika defaults (only the textwill be saved with a default quantity of 1)



This powerful feature brings together all the items from all the quotationsections into just one list, with headings automatically inserted.

Try changing the Sort options and changing between Schedule of Ratesand Cost Summary below to familiarise yourself with the different viewsavailable.

Analysis

When this button is clicked the columns relevant to the sell pricebuild-up are displayed. The only adjustable columns are

, , ,and

When the button is clicked thecolumns relevant to the cost build-up are displayed

(which are the same as those shown under theQuotation Tab). This is for viewing purposes only,therefore none of these columns can be edited

Click here to view only section namesand sub-totals

Click here to locate an item in the catalogueClick here to Export your quote as an Excel file.

Click here to select one of the available sortoptions:

. This is the column, whichrepresents the source of the item. Aindicates that the item came from a Catalogue,an means it came from the Local Databaseand an means it was typed in as a special.



Before you can print your quote you must first save it. This isshown below

Save your quote as “My First Quote” by typing here,then click the save button

Click here to save your quotation, this will display the standard Windows save screen.

Click here to edit the sellsummary heading. Click

the ‘Save As Default’button if you want it to bethe default heading for all

your quotes.

Choose if you want aHeader, Footer or Cover

Page. These can be

created through theHeader/Footer & Cover page tabs. You can alsochoose the sort order for

the items.

You can also specifywhether you want to printthe cover page and / or

the Project Details Acrobat Reader V6 or above allows you to e-mail the PDF

quotation files you have created using the options above. Clickhere if you are running Windows XP and wish to download the

latest version

Click here to previewyour quote before

printing.

Many options areavailable here for you to

try out. For each optionyou can choose to print,preview or export the file

as a PDF document

Click here to print your quotation

electrika step by step guide

Documents