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Add/Edit Items for Estimate Template

Add an Item to an estimate

  • Click ‘Lookups’, then click ‘Estimate Templates’

    Lookups - Estimate Templates - Overview
  • Select your template from the drop-down.

    Lookups - Estimate Templates - Select
  • To add a new item, click on the ‘Insert Item’ button or start entering it in the last blank row.

    Lookups - ItemTemplates - Add Item

Edit an estimate item

  • To edit an item in a form or to create a composite Item Template that is calculated based on other items, click the ‘…’ cell

    Lookups - ItemTemplates - Edit Item
  • Edit the Item values and click ‘Ok’ to update the item.

    Lookups - ItemTemplates - Edit Item Ok

Please note that at this point the changes exist only on your computer, and they will be saved to the system when the whole Item Template is saved.

Create a Composite Item.

A composite Item Template combines several simple Item Templates into a bundle or a recipe.

  • Edit an Item and then click the ‘Composite’ checkbox.

    Lookups - ItemTemplates - Composite
  • In the ‘Items’ section click in the ‘Item’ cell to search for an item to add to your composite and set a quantity.

    Lookups - ItemTemplates - Composite - add item

All Items added to a composite need to exist within the current item template selected

  • Change the ‘Divide by total price by’ if required and check ‘ Round to 2 decimal places’ so the price is rounded to cents.

    Lookups - ItemTemplates - Composite - divide by

‘Divide by total price by’ allows you to divide the overall price based on how the items are purchased. For example, if you want to divide the price per 10 square metres of the turf area, you will input a 10.

  • Click ‘Ok’ to update the composite item.

Setup Configurable Items for a Composite.

Instead of selecting an item template to include in the current template, you can define a configurable item (a parameter) so that the item template for the line can be entered later when the composite rate is used in the estimate.

For instance, instead of defining a composite rate for each grass type, we can create a single composite rate for installed grass, and then select the grass type when using the composite rate in the estimate.

  • To add a parameter, click ‘Configurable Items’.

    Lookups - ItemTemplates - config item
  • Give the configurable item a Name and fill in the corresponding fields

    Lookups - ItemTemplates - config item setup

You will be required to have all configurable items under the same heading, as these will be the items shown when the Composite Item is added to your Job Estimate.

Organise Items and headings

  • To insert a new item above the current line, click the ‘Insert Item’ button.

    Lookups - ItemTemplates - insert item
  • To insert a new heading above the current line, click the drop-down next to ‘Insert Item’, then select ‘Heading’

    Lookups - ItemTemplates - insert Heading
  • To indent or outdent items or headings, select them and click the Indent or Outdent button in the toolbar.

    Lookups - ItemTemplates - indent

Delete Items or headings

  • To delete one or more lines, tick them and then click ‘Delete’.

Clone/Move items or headings

  • To move or copy one or more items, tick them, focus a cell in the row in front of which the items must be inserted and then click ‘Move’ or ‘Clone’.

    Lookups - ItemTemplates -CloneMove

Automatically generate codes

  • To automatically generate codes for new items and headings, click ‘Codes’ in the main toolbar and select ‘Auto’

    Lookups - Item Templates -Auto Codes
  • The system tries to find a pattern by analysing existing codes. If it cannot work it out, it uses a default code format.

    The codes on each level can be numbers or letters with any separators or without them, for example:

    1, 1A, 1A-a, 1A-b, 1B, 1B-a, 1B-b, 2, 2A, 2A-a, …

  • To re-generate codes for selected items and headings, click ‘Codes’ in the main toolbar and select ‘Regenerate’

    Lookups - ItemTemplates -regen
Updated on March 30, 2022

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