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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…

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…

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’…

Exporting files

Organizing files » Exporting files

How do I export files? To export the files in Excel format, click on the ‘Export’ button

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…

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.

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.

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…

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,…

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…

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.

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 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 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 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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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’…

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…

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…

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…

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…

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…

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…

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…

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.

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…

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’…

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…

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…

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,…

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…