Step 1 - Entering Your Project Details

Click the Quoting Tab then the Project tab. Entering the project details is

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

example details.

Complete the screen as above and move on to the next step

Click here to access the Customer List

Step-By-Step Guide To Creating Your First Quotation

Only 15 min to complete!Copyright © 2014 Electrika Ltd. All Rights Reserved

Clicking on the arrows of the Date Received and Date Due entries a useful calendar will pop up from

which you can select a date

The Status has a choice of options which can be

selected by clicking here

Click here to access your Sites List

Click here to create/view the list of customers the

quote will be sent to.

The notes box can be used to enter any details about the

project. As you enter more text the notes window scrolls to allow you

to type in more information

Step 2 - Adjusting Your Settings

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

NotesYou can define up to 26 labour rates labelled A to Z. Each labour rate can have a description under the Labour Type column, and you can specify the rate under the £/Hour column.

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

Complete the screen as above and move on to the next step

You can specify the Labour Rate under the

£/Hour column

When you define the settings that you use most

often click here to save them as Electrika defaults

You can decide whether to display quantities as whole numbers or to two decimal places

The Main Contractors Discount is defined as a percentage of the Tender

Sell price

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

Material & Labour markups can be assigned

here

Step 3 - Entering Items Into Your Quote

Add an item by typing a catalogue number directly into a quote

Add an item from a catalogue number search

Click the search button to display the Cat Number Search window.

A

Type in KQ125A12 and the item will be displayed.

B

Click the +Quo button here to add the item to your quoteC

Add an item from a Description search

A

Type METAL 6 WAY CONSUMER UNIT in the search box. This will search for all parts with

those words in the description.

B

Click the +Quo button here to add the first item to your quoteC

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

Type K2747WHI in the Cat Number Column and press enter.

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

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

default for this item so it appears every time you use it

Click the Add To Quote button to add

the item into your quotation

Click the search button to display the Cat Number Search window.

Add items from a manufacturer catalogue

Step A Step B Catalogue Browser window

Step DStep C Catalogue Selection window

Step E

Click here to display the Catalogue Selection

Window

Click here to display the Catalogue Browser window

Double click on part NHTN4MR to add it to your quote

You can enter any of the manufacture catalogues by clicking on one of their logos. Click the Wylex logo to

display the index in the column on the right. Double click NH Distribution Boards as highlighted

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

add the item into your quotation

Your screen should now look like the one below

Step 4 - Separating Your Quote Into Sections

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!

Dividing a quote into sectionsA 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 you called ‘Untitled Quotation Section’. Click the down arrow next to the quotation name to display the Quotation Sections window where you can add more sections or change the name of a section.

From here you can also create Kits from the sections by clicking the button

Click here to display the Quotation Sections Window

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

My First Section here

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

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

Material CostThe lower window shows the material build-up automatically sectioned according to the Product Group (Main Index) that each item belongs to.

1

Labour CostThe lower window shows the number of hours and cost for each labour type. You can alter the text and adjust the £/Hour for each labour type. Changes made here will also be shown in the Labour Rates under Settings. All prices will automatically be re-calculate and your quotation will be updated.

2

ExtrasExtras can be added and removed in exactly the same way as the Preliminaries

4

Tender SellThe lower window shows a totals summary, with each total shown both as a percentage of sell and as a percentage of cost.

5

Provisional SumsThese can be added and removed in exactly the same way as the Preliminaries. The Provisional Sums total is shown separate to the Tender Sell price

6

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

Step 5 - Costing Summary

3

PreliminariesYou can remove items from the default list by pressing <Del> or add your own items by going to the last entry and pressing <Down Arrow>. For each entry you can type in the Qty and Unit £, and Total £ is automatically calculated. You can click on the Save As Default button to save the settings as Electrika defaults (only the text will be saved with a default quantity of 1)

1

2

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The upper window displays the price build-up

The lower window changes according to

which item is highlighted in the upper window

The Main Contractors Discount can be

changed under under the settings tab

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

Try changing the Sort options and changing between Schedule of Rates and Cost Summary below to familiarise yourself with the different views available.

Step 6 - Analysis Of Your Quotation

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

Click here to select one of the available sort options:1. Quotation Section2. Source. This is the S column, which

represents the source of the item. A C indicates that the item came from a Catalogue, an L means it came from the Local Database and an S means it was typed in as a special.

3. Catalogue Number4. Manufacturer5. Supplier6. Product Group

When the Cost Summary button is clicked the columns relevant to the cost build-up are displayed

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

Click here to view only section names and sub-totals

AnalysisWhen this button is clicked the columns relevant to the sell price

build-up are displayed. The only adjustable columns are Material Overhead %, Material Profit %, Labour Overhead %,

Labour Profit % and Quantity

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

Step 7 - Saving & Printing Your Quotation

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

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

Click here to print your quotation

Step 3Click here to preview

your quote before printing.

Many options are available here for you to try out. For each option you can choose to print, preview or export the file

as a PDF document

Step 1Click here to edit the sell summary heading. Click

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

your quotes.

Step 2Choose if you want a

Header, Footer or Cover Page. These can be created through the

Header/Footer & Cover page tabs. You can also choose the sort order for

the items.

You can also specify whether you want to print the cover page and / or

the Project Details