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Applying install times and discounts
Setting up install times and discounts » Applying install times and discounts
How do I apply install times and discounts to a e-Catalogue part? Click on the ‘Disc%’ or ‘Hours’ column for a part you wish to apply an install time or discount. If you click ‘Disc%’ a dialog to edit the discount value will…
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…
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
Copying discounts to multiple parts
Working with parts » Copying discounts to multiple parts
Highlight a part whose supplier or discount you wish to copy. Click on the ‘Copy Disc’ button. Now select if you wish to copy supplier text and/or the discount%. Select if you wish to copy the supplier or discount to any number of parts, to all…
Dividing a project into Sections
Working with Sections (Items) » Dividing a project into Sections
How do I divide a project into Sections? A project is normally divided into Sections (also referred to as Items) such as Mains Distribution, Lighting, Heating, Testing etc. This helps you to organize all the material and different aspects of the project and will also…
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…
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…
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…
Assigning labour to a part
Working with parts » Using different labour types » Assigning labour to a part
The labour rate is used with the unit hours to work out the labour cost for every part. For example if the labour rate is £25 per hour with half an hour install time then the labour cost will be £12.50 How do I assign labour to a part? Move the highlight to the…
