Search
Related topics are listed below.
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…
Organizing files
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…
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…
Exporting files
Organizing files » Exporting files
How do I export files? To export the files in Excel format, click on the ‘Export’ button
Deleting files
Organizing files » Deleting files
How do I delete files? To delete files, select one or multiple files and click on the ‘Delete’ button. These files are then moved to the ‘Recycle Bin’ folder. To delete the files permanently select files from ‘Recycle Bin’…
Attaching your files
Getting started » Attaching your files
Sometimes it can be useful to attach some files with the project for reference. For example, an Auto Cad drawing file, Excel or PDF document. How do I attach files to a project? Click on the ‘Browse for files’ button to browse for files you want to…
Searching for files
Organizing files » Searching for files
Searching could be particularly useful once you have a lot of files and folders. How do I search for a file? Select the field to search by from the list as marked in blue. Type in the search terms and click on ‘Search’ button. To clear the search…
Attaching files to emails
Creating and managing reports » Emailing reports » Attaching files to emails
How do I attach other files to the report email? To attach other files to the report email click on the ‘Browse for files’ button.
Files with different currencies
Managing different currencies » Files with different currencies
How do I add files of different currencies? Change to the currency of your choice. Start a new file.
Moving files to different folders
Organizing files » Moving files to different folders
Sometimes you may want to move a file to a different folder to organize your files. How do I move files? Select a file and click on ‘Move’ button. Then select a destination folder of your wish and the selected file will be moved in the destination…
Removing users from shared folders
Organizing folders » Removing users from shared folders
How do I remove a user from a shared folder? Click on the shared folder to select it and then click on the ‘Share’ button. This will show a dialog with the list of users sharing the folder. Click to remove a user from the shared…
Adding parts from e-Catalogues
Working with parts » Adding parts » Adding parts from e-Catalogues
How do I to add parts to a quote, local data or kit from the catalouges? Select the parts that you wish to add to your quote, local data or kit from any of the catalogues. Click the ‘Add To Local’, ‘Add To Kit’ or ‘Add To Quote’…
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…
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…
Organizing folders
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,…
Getting started
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…
Managing different currencies
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…
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…
Working with parts
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…
Your local database
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…
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 companies and contacts
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…
Working with Sections (Items)
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…
Price buildup
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…
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…
Creating and managing reports
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…
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…
Setting up install times and discounts
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
Welcome
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…
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…
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.
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 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…
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…
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 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…
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…
Adding, renaming, deleting folders
Organizing folders » Adding, renaming, deleting folders
Adding a folder How do I add folders? To add a folder, select the folder called ‘General’ or any subfolders and click the ‘New’ button. You cannot add folders to ‘All Files’, ‘My Files’, ‘Recycle Bin’ or…
Using cut, copy and paste
Working with parts » Using cut, copy and paste
You can copy and paste parts between all files and all tools. For example, you can copy parts from local data or kits and paste them into quotes or vice versa. How do I cut or copy parts? Select parts you wish to cut or copy and click on the ‘Cut’ or…
Importing and exporting contacts
Organizing companies and contacts » Importing and exporting contacts
You can import from Excel files in .xls or .xlsx format. The companies and contacts are exported in .xlsx format. To import companies with multiple contacts the company details must repeated alongside the contact details for each the different contacts. To clearly…
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…
Customizing the email signature
Creating and managing reports » Organizing reports » Customizing the email signature
How do I add an email signature? Click on the ‘Email Signature’ link. This will display a dialog box where you can enter your email signature. How do I add logos to my email signature? Click on the ‘Add footer logo’ link in 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…
Using the clipboard
Working with parts » Using the clipboard
The clipboard is useful for checking parts that were copied or cut earlier. If you have copied a lot of parts but wish to paste only a selection of them, then this can be done using the clipboard. How do I use the clipboard? Click on the ‘Clipboard’…
Assigning a supplier to a part
Working with parts » Assigning a supplier to a part
How do I assign a supplier to a part? Click on a cell in the ‘Supplier’ column. This will display a list of Suppliers. These suppliers are the list of companies in the ‘Suppliers’ folder in your contact manager. To assign a…
Searching companies and contacts
Organizing companies and contacts » Searching companies and contacts
How to search for a contact? Select the column you wish to search from the drop down menu. Type in the search terms and click on the ‘Search’ button. To clear the search result click on the ‘Clear’ button to revert back to the orignal…
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…
Changing project status
Organizing files » Changing project status
Project status lets you know the status of the project whether it is won, lost, in-progress etc. How do I change status? Click on the status button. A dialog will appear where you can choose from and change the status.
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…
Expanding and collapsing a Kit
Working with parts » Using kits (assemblies) » Expanding and collapsing a Kit
How do I view the kit parts? Click on to view the kit menu. Click on the ‘Expand / Collapse kit’ link from the menu to expand or collapse the kit to be able to view the parts. The part marked in red below is the kit header that summurizes the…
Switching to a different Item
Working with parts » Switching to a different Item
You may want to switch between different Items or sections while staying on the parts list page. How do I switch to a different Item or section? Click on the active Item drop down to display the list of Items in the file. How do I start a new Item or section…
Locating cat / local parts
Working with parts » Locating cat / local parts
Locating parts can be useful if you wish to see where the part is located within the e-Catalogues or local data. How do I locate a part from the quote? Select an e-Catalogue or local data part that you wish to locate. Click on the ‘Locate’…
Linking companies to a project
Getting started » Linking companies to a project
You can link any number of companies that are related to a project. This can include the main client and also wholesalers for purchasing the materials, sites or any other related addresses. How do I link a company to a project? To link companies to the project,…
Filtering e-Catalogues
Working with parts » Adding parts » Filtering e-Catalogues
You may want to restrict or filter the suggestions to certain manufacturers only. How do I filter search suggestions to certain manufacturers only? Click on the button, to display a list of manufacturers and un-select the ones that you wish to exclude from the…
Adding parts between tools
Working with parts » Adding parts » Adding parts between tools
How do I add parts between quotes, local data and kits? Here we will assume that you want to add parts from the local data to a quote. Select the local data parts that you wish to add to a quote. Click on the ‘Add to Quote’ button to add the selected…
Preliminaries, extras and MCD
Price buildup » Preliminaries, extras and MCD
The preliminaries, extras and Main Contractors Discount are spread across all the material and labour to form a unit rate for every part and create a Schedule of Rates. For each of the costs you can choose whether to spread them over material, labour or both. The…