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Import files from Electrika Desktop

Organizing files » Import files from Electrika Desktop

If you have been using Electrika Desktop for years you may have hundreds of files on your local machine. To use them in Electrika Cloud you need to use the Electrika Uploader. How do I import or bring files from Electrika Desktop? First upload files using Electrika…

Setting up your currency

Managing different currencies » Setting up your currency

How do I change my currency? Click on ‘My Profile’ under your email sign in. This will redirect you to your profile page where you change the currency.

Setting up install times and discounts

In the section will cover setting up and sharing of installation times and discounts. Applying install times and discounts Sharing install times and discounts

Setting up a default address column

Organizing companies and contacts » Setting up a default address column

You can add upto six lines for the address details. To keep the contacts list short and clear only one address column is displayed when you are browsing the companies, and this is called the ‘default address column’. The default address column is also used…

Setting Sections as optional

Working with Sections (Items) » Setting Sections as optional

Optional Sections are excluded from the total price of the project and can be displayed separately on the reports. They can also be left out of the reports. How do I set optional Sections? Click on the link in the column with the heading ‘Optional?’ the…

Setting a default labour type

Working with parts » Using different labour types » Setting a default labour type

The default labour type is used whenever a part is added from the Electrika e-Catalouges. How do I set default labour type? Click on the radio button on the labour type row.

Setting a default labour types list

Working with parts » Using different labour types » Setting a default labour types list

The default labour types list is used whenever a new file is created. Any changes made to the labour types list stays with that file, so the labour rates can be set separately for each project. How do I set a default labour types list? Click on the ‘Save as…

Setting a default company or contact

Organizing companies and contacts » Setting a default company or contact

You can link multiple companies to a project but one of them must be set as the default that will appear on the report cover page. Similarly a company can have multiple contacts but only one of them can be set as the default and their details will appear on the…

Organizing companies and contacts

Companies and contacts can be linked with projects and are organised in very much the same Quotes, Orders, Invoices, Local Data, and Kits. A company can have multiple contacts, as well as contacts having multiple links to different companies. Adding a new…

Managing different currencies

For the benefit of our international users, we have included the ability to use Electrika in any desired currency. If you would like to use any currency other than GBP you would first need to setup your preferred currency. In the following links you’ll find…

Getting started

In this section will cover the basics of setting up a project, assigning companies and contacts, attaching project files and adding internal and external notes. Starting a new quote General project details Linking companies to a project Adding contacts to a…

Using different labour types

Working with parts » Using different labour types

Labour comes in many forms, and Electrika gives you the ability to create as many labour types as you wish, this could be for a group of people like apprentices or even for an individual. Assigning labour to a part Adding a new labour type Editing the labour…

Working with Sections (Items)

Most projects are divided into different sections with a subtotal for easier reading for the client. For example, a new housing electrical rewire might consist of sections with following names – living room, kitchen, landing, bathroom, bedroom 1 and bedroom…

Working with parts

To build a quote you can either add parts directly from our 160,000 parts database, add your own parts or import data from another source such as a manufactures trade price list. Adding parts Deleting parts Using cut, copy and paste Using the clipboard Using…

Organizing reports

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 &…

Organizing files

All of your Quotes, Orders, Invoices, Local Data, Kits and Contacts. are held as files and are stored in the pre-mentioned folders. Some options may or may not be available depending on the type of file you are working on. The example images in this guide or be…

Adding parts

Working with parts » Adding parts

There are many ways to add products to a quotation, this section will guide you through this process. Adding your own parts Adding parts from e-Catalogues Searching for e-Catalogue parts Filtering e-Catalogues Adding parts between tools Searching other tools…

Price buildup

Understanding the breakdown of your quotation is important to ensure accuracy. Electrika gives a breakdown of material, labour, overhead and profit as well as preliminaries. Understanding price buildup Cost prices Overhead and profit Preliminaries, extras and…

Organizing folders

Managing hundreds of quotes or “files” can sometimes be a difficult task in itself, Electrika gives you a powerful way to take control of your workflow and help with folders. Folders work the same throughout the whole of the application including Quotes,…

Emailing reports

Creating and managing reports » Emailing reports

Sending reports using Electrika, allows you to track click thoughts to your quote, invoice or order to gauge interest. When you send your e-mail from Electrika it will in fact look as if it’s from your own email address, and any replies will come directly back…

Creating and managing reports

Electrika has powerful and customizable reporting tools for quotes, invoices and orders. These reports give you the option to track e-mail and it for you once your report has been read. Organizing reports Printing and exporting reports Emailing…

Using kits (assemblies)

Working with parts » Using kits (assemblies)

Kits are a very powerful tool that allow you to combine items together to allow for quick creation and scalability to your quotations. for example – switch back box, faceplate and wiring x 5. Creating a Kit Expanding and collapsing a Kit Adding a Kit to the…

Your local database

Although the Electrika product catalogue is fairly comprehensive, you may many reasons want to build your own product database. You can do this in Electrika by creating a local database and either adding parts manually or by importing from excel. How to create a…

Welcome

Introducing Electrika Cloud Welcome to Electrika Cloud, providing you with powerful and flexible cloud-based tools for estimating, invoicing and ordering. You can now produce your quotes on any device and easily share quotes, orders, invoices, local data, kits and…

Import from excel into a local database

Your local database » Import from excel into a local database

How do I add parts into a local database section? Parts can be added as Blank Specials, from Catalogues, Local Data and Kits using the search tools or by importing from Excel. How do I import from excel into a local database? Importing from excel is the…

How to create a local database

Your local database » How to create a local database

How do I create a local database? Select the “Local Data” button on the top bar and then use the folder navigation on the left to break your database of products into smaller chunks e.g Lighting > Emergency Lighting With the preferred folder…

Sharing folders

Organizing folders » Sharing folders

You can share your folders with any Electrika Cloud user, and you can give them ‘Can Read’ or ‘Can Edit’ permissions. How do I share folders? To share a folder highlight it and click on the ‘Share’ button. This will bring…

Searching other tools for parts

Working with parts » Adding parts » Searching other tools for parts

The search bar at the bottom of the parts list is very powerful and it is worth spending some time familiarizing yourself with how it works. It not only allows you to search the Electrika e-Catalogues but also lets you search any other tool. How do I search the…

Adding your own parts

Working with parts » Adding parts » Adding your own parts

How do I add my own parts? If the Electrika e-Catalogues are not suitable for your industry, or they do not have all the parts you require, there are a number of ways to add your own parts. In the longer term you should build your own local database. In the short…

Adding a new company

Organizing companies and contacts » Adding a new company

In Electrika Cloud you must first create a company and then add contacts to that company. In this way you can have multiple contacts grouped together under the same company. How do I add a new company? To add a new company, click on the ‘New’ button, to…

Adding a blank special

Working with parts » Adding parts » Adding a blank special

A blank special is a custom part that you can add if the part is not present in any of the Electrika e-Catalogues or your local data. For a blank special part all the columns can be edited including the trade price. How do I add a blank special part? Click on the…

Adding a Kit to the Kit library

Working with parts » Using kits (assemblies) » Adding a Kit to the Kit library

You may create a kit in a quote and want to reuse it for other files in the future. How do I add or copy a kit to the kit library and active kit folder? The kit library is way for you to organize your kits and make them available to other tools such as the local data…

Copying files

Organizing files » Copying files

Electrika Online has two ways of copying a file: Copy as new revision or Copy as new quote. Copy as new revision will automatically increment a reference on the filename, to easily keep track of updated revisions of the same quote. Copy as new quote will create a new…

Importing & exporting parts

Working with parts » Importing & exporting parts

If you have a parts list in Excel format you can import them into the active parts list. How do I import parts? Click on the ‘Import Excel’ button. This will display an upload dialog. Browse for the Excel file to import and click the…

Sharing install times and discounts

Setting up install times and discounts » Sharing install times and discounts

How do I share install times and discounts? Click on the ‘Share Install Times & Discounts’ button. This will display a dialog box where you can type in the email address of another Electrika Cloud user and click ‘Share’ Once the…

Managing follow-ups notes

Organizing files » Managing follow-ups notes

Follow-ups are used to keep track of all the follow-ups regarding some quote. It helps you keep notes about particular customers or specific jobs. How do I add Follow-up notes? To add Follow-up notes, click on This will display a dialog where you can get…

Repositioning folders

Organizing folders » Repositioning folders

How do I move folders up or down? Click on the folder to select it and then click on the ‘Up’ or ‘Down’ buttons to move the folder up or down.

Reordering parts

Working with parts » Reordering parts

How do I reorder parts or move parts up or down? Select the parts you wish to move Click on ‘Up’ or ‘Down’ button.

Understanding price buildup

Price buildup » Understanding price buildup

The final tender price is made up of material, labour, plant and equipment, subcontract and spread costs. Material, labour, plant and equipment and subcontract costs can all have overhead and profit markups. Spread costs are made up of preliminaries (eg.…

Reordering Sections

Working with Sections (Items) » Reordering Sections

How do I to rearrange or reorder Sections? Select the Section you wish to move and click on the ‘Up’ or ‘Down’ buttons.

Tender sell

Price buildup » Tender sell

The Tender sell includes all the costs, markups and spread costs. Adjustment Value The preliminaries, extras and Main Contractors Discount are spread across the material and labour to create an itemised Schedule of Rates. This creates a rounding difference because…

Currency conversion

Managing different currencies » Currency conversion

If you have set up a currency other than GBP you might want to add parts with trade prices converted to your currency value. Create a file with currency other than GBP Now add parts to the parts list. If your default currency is something other than GBP, a dialog…

Customizing footer logo and text

Creating and managing reports » Organizing reports » Customizing footer logo and text

How do I add a footer logo to my cover page? Click on the ‘Add footer logo’ and browse for up to three logo image files. You can remove the logos by clicking on the button. How do I add the footer text to my cover page? Click on the…

Changing shared folder permissions

Organizing folders » Changing shared folder permissions

When a folder is shared it is set with ‘Can Edit’ persmission by default. Users with ‘Can Edit’ access to a folder can open and edit any file within that folder. Users with ‘Can Read’ access cannot open the files but can view PDF…