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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
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…
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’…
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…
Changing cat / local parts to specials
Working with parts » Changing cat / local parts to specials
If you change an e-Catalogue or local part to a special you can then change the trade price to any value. *If you change a part to a special then its price will no longer be updated when you use the Update Prices feature. How do I change an e-Catalogue or local part…
Updating prices for cat / local parts
Working with parts » Updating prices for cat / local parts
How do I update e-Catalogue or local data trade prices? Click on the ‘Update Prices’ button. This will display a dialog with two options whether to update e-Catalogue parts, local data parts or both. Click on the ‘Update’ button…
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…
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…
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…
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…
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,…
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…
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…
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 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…
Starting a new quote
Getting started » Starting a new quote
How do I start a new quote? New quotes are created in the folder that is highlighted in the left hand window To start a new quote, click the ‘New’ Quote button. After clicking the ‘New’ button you will be redirected to the Project Details…
Creating a Kit
Working with parts » Using kits (assemblies) » Creating a Kit
A Kit consists of parts that you wish to group together, and can even consist of a complete project which represents a typical installation. There is no limit to the number of Kits you can create or the number of parts you can add to a Kit. Kits can be…
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…
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 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’…
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…
Searching for e-Catalogue parts
Working with parts » Adding parts » Searching for e-Catalogue parts
How do I add a part to a quote, local data or kit while staying on the parts list? Start typing a part number in the Cat Number Search edit box. As you start typing the part number, the system will suggest the relevant parts. You can select any one of the…
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…
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…
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…
Adding notes to a part
Working with parts » Adding notes to a part
How do I add notes to a part? Click on icon. This will display a dialog where you can type in the note regarding the part. Once the note is added, the icon will change too To view the note hover your mouse over the icon.
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…
Adding a new contact to a company
Organizing companies and contacts » Adding a new contact to a company
How do I add a contact person to a company? Click on the button on the company that you want to add the contact. At any time you can click on the Grid Expand button to see the contacts associated with the company.
Updating or deleting contacts
Organizing companies and contacts » Updating or deleting contacts
How do I update a contact? To update a contact, expand the company that contains the contact you wish to update. Click on the button. How do I delete a contact? To delete a contact, expand the company that contains the contact you wish to delete. Click on…
Updating or deleting companies
Organizing companies and contacts » Updating or deleting companies
How do I update a company? Click on the button. How do I delete a company? Select the company you wish to delete. Click on the ‘Delete’ button. Note *If the company is linked to one of the projects it cannot be…
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…
Moving contacts between companies
Organizing companies and contacts » Moving contacts between companies
How do I move a contact to another company? Click on to expand the company and view their contacts. Select the destination company where you want to move the contact. Click on the button on the contact that you wish to move.
Renaming Sections
Working with Sections (Items) » Renaming Sections
How do I rename a Section? Select the Section that you wish to rename by highlighting it. Click on the selected Section, this will display an edit box where you can type in the new name. Type the Section name and click or press the ‘Enter’ key…
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…
Updating part quantity and values
Working with parts » Updating part quantity and values
How do I update the values of a part? You can increase or decrease the quantity by clicking on or You can edit any cell by clicking on it and typing in the new value.
Updating Section quantity and values
Working with Sections (Items) » Updating Section quantity and values
How do I update the values of a Section such as Quantity, Markup and Overhead? You can increase or decrease the quantity by clicking on or You can edit any cell by clicking on it and typing in the new value.
General project details
Getting started » General project details
How do I enter general project details? To edit the details, click on the blank space and the edit box will appear. After typing the details you want, press Enter or click on to submit. To cancel, press Esc or click on .
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…
Searching for parts by description
Working with parts » Adding parts » Searching for parts by description
How to add parts by description search? Type in the search terms in the description search edit box. This will display a dialog box with the ten most relevant search results. Click the button to add a part to the parts list.
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’…
Tracking report emails
Creating and managing reports » Emailing reports » Tracking report emails
Once a report email has been sent you may want to know if the receiver has actually viewed the report. This would be particularly useful if you have opted to not send any read notifications via email. How do I track an email? Go to the File manager and click on 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…
Editing the labour type
Working with parts » Using different labour types » Editing the labour type
How do I edit the labour type? Click on the labour type ‘Name’ or ‘Rate/Hr’ you wish to edit. This will display a dialog to edit labour type ‘Name’ or ‘Rate/Hr’.
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…
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…
Customizing the header with logo
Creating and managing reports » Organizing reports » Customizing the header with logo
How do I add my company logo to the cover page? Click on the ‘Company logo’ link to browse for an image file and add to your cover page. Click on the ‘Preview’ tab to preview the cover page How do I add my company address to the cover…
Deleting a labour type
Working with parts » Using different labour types » Deleting a labour type
How do I remove a labour type? Click on to delete a labour type.
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…
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…
Printing and exporting reports
Creating and managing reports » Printing and exporting reports
How do I print a report? Go to the Preview tab and click on the ‘Print’ button. How do I export a report to PDF, Excel or Word format? Click on the ‘PDF’, ‘Excel’ or ‘Word’ button. This will display a…
Adding, copying and deleting Sections
Working with Sections (Items) » Adding, copying and deleting Sections
How do I add a new Section? Click on the ‘New’ button to add a new Item to the end of the list. How do I copy a Section? Select the Section that you wish to copy by highlighting it and then click the ‘Copy’ button. How do I delete…
Breaking a Kit into parts
Working with parts » Using kits (assemblies) » Breaking a Kit into parts
Breaking a kit separates the kit out into individual parts. How do I break a kit? Click on to view the kit menu list and then click on ‘Break Kit’ link.
Adding contacts to a company
Getting started » Adding contacts to a company
Each company can have multiple contacts, one of which is designated the default contact. How do I add contacts to a company? To add contacts to a company, click .
Excluding certain pages
Creating and managing reports » Organizing reports » Excluding certain pages
You may not want to print or email all the report pages. For example, you may want to skip the cover page or the terms & conditions page. How do I include or exclude the cover page? Check / Uncheck the ‘Include cover page’ checkbox. How do I include…
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…
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…
Moving folders
Organizing folders » Moving folders
To organize your folder structure you may want to move your folder to a new location i.e. under a different parent folder. How do I move a folder to a new location? Select the folder you wish to move and then click on the ‘Move’ button. A message…
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…
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 Terms & Conditions
Creating and managing reports » Organizing reports » Adding Terms & Conditions
How do I add my own Terms and Conditions? Click on the ‘Edit Terms & Conditions’ link. This will display a dialog where you can edit your Terms and Conditions.
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.
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.
Moving companies
Organizing companies and contacts » Moving companies
How do I move a company to a different folder? Select the companies you wish to move. Select a folder where you wish to move the companies. If you wish to cancel the move simply click on the ‘Cancel’ button.
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…
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…
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…
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…
Adding project site details
Creating and managing reports » Organizing reports » Adding project site details
How do I add site details to the report? You have to link a company to your project in order to add it as a site. Once you have associated a company with your project click on the ‘Site details’ link. This will display a dialog showing the…
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’…
Linking companies to a project
Organizing companies and contacts » Linking companies to a project
Any number of companies can be linked to your project including customers, sites and suppliers. The companies are linked to a project (not copied) and so any changes made within the project will be reflected in the contact manager and vice versa . How do I link a…
Cost prices
Price buildup » Cost prices
Material cost The material cost is the total net price after discount for all the parts in the project. The material cost for the project are broken down by product group as shown below. Labour cost The unit labour cost is the unit labour rate (£/hour)…
Opening a file
Organizing files » Opening a file
To open a file click, on file reference or project name.
Provisional sums
Price buildup » Provisional sums
Provisional sums are extra costs that are not included in the tender price but may be required at some stage of the project.
Sending emails to multiple clients
Creating and managing reports » Emailing reports » Sending emails to multiple clients
How do I email my report to multiple clients? Type in the email addresses separated by a comma.
Deleting parts
Working with parts » Deleting parts
How do I delete parts? Select the parts that you wish to delete and click on the ‘Delete’ button.
Adding a new labour type
Working with parts » Using different labour types » Adding a new labour type
How do I add a new labour type? Type in the labour type label in the edit box and click ‘Add New’.
Exporting files
Organizing files » Exporting files
How do I export files? To export the files in Excel format, click on the ‘Export’ button
Changing page size
Creating and managing reports » Organizing reports » Changing page size
How do I change the report page size format? By default, reports are in A4 paper size format. Select A4 or Letter to change the page size format.
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.
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.
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.
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.
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.
Including or excluding prices
Creating and managing reports » Organizing reports » Including or excluding prices
How do I include or exclude price or discount? You can choose whether to display Item prices and / or part prices and also whether to show the tender price on the cover page by ticking the check boxes as shown below.
Overhead and profit
Price buildup » Overhead and profit
Overhead and profit markups% can be applied to individual parts or at Item (section) level to material, labour, plant and equipment and subcontract. The accumulated overhead and profit for all the parts is totalled here for material, labour, plant and equipment and…
Adding internal and external notes
Getting started » Adding internal and external notes
Notes could be crucial to explain certain details, either for customers or other colleagues. Customer notes are printed on the reports, whereas the internal notes are not. To add notes to a project, click on the the memo field for internal notes or customer…
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…
Switching between different views
Working with parts » Switching between different views
Views is a powerful feature that allows you to focus on one part of the pricing at a time and keeps the display clean and simple. This is particularly used for devices such as tablets that have limited screen size. How do I switch views? To switch between different…
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 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…
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…
Opening a Section and adding parts
Working with Sections (Items) » Opening a Section and adding parts
How do I open a Section to add parts? Click on the ‘Open’ link on the Section you wish to open. The section will be opened and become the Active section. You will be taken to the Active tab where you can then proceed to add…
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…
Switching between different views
Working with Sections (Items) » Switching between different views
How do I switch views? Views is a powerful feature that allows you to focus on one part of the pricing at a time and keeps the display clean and simple. This is particularly used for devices such as tablets that have limited screen size. To switch between different…
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…
Inserting a heading
Working with parts » Adding parts » Inserting a heading
It is sometimes useful to insert headings within the parts list to make the layout clearer for your client. How do I insert a heading in the parts list? Move the highlight to the row where you wish to insert a heading. Click on the ‘Heading’ button and…
