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Copyright 2010 Electrika Ltd. All Rights Reserved. Electrika Ltd, P.O Box 129, Manchester M22 4XG Tel: 0161 945 5124 Fax: 0161 945 3681 E-mail: info@electrika.com Website: www.electrika.com
Contents List
Intro
Cover Welcome To Electrika Running From Your Hard Disk Running From A Network Transferring To Another PC
Quoting
Creating, Saving, Opening Exporting Quotation Data Quotation Manager Entering Project Details Creating Your Own Customer List Site Details Database Setting Your Rates Creating Sections & Specials Cut, Copy & Paste Insert parts from Excel Quotation Sections List Inserting Past Quotes Costing Analysis Printing - Sell Summary Printing - Design Header & Footer Printing - Design Cover Page
Printing - Cost Summary
Tools
Using External Discount Files Set External Discounts Using Headings Set External Discounts Using Groups Applications Making Backups Quote Repair General Options
Catalogues
Browsing A Catalogue Selecting A Manufacturer Exporting Electrika data to PDF, Excel, CSV, Text Key Word Search Catalogue Number Search Where To Buy 3D Views Adding To The Local Database Wholesaler Discount Setup Using External Discount Files Setting Up Install Times
Ordering
Entering Ordering Details Creating An Order Inserting A Quote Into An Order Insert Excel Order Print Options Printing - Header & Footer Printing - Cover Page
Local Database
Local Database Creating, Importing & Exporting
Job Costing
Job Costing
Create Kits
Create Kits
Welcome! The Electrika DVD contains what all users of electrical and mechanical products have always wanted! Powerful but easy to use estimating, ordering and job costing software... computerised catalogues from leading manufactures... and all for FREE courtesy of the manufactures. To improve this service even more we need your active involvement. Please tell us what new features or improvements you would like to see in the software and which other manufacture catalogues you would like to see on the service.
Buttons instead of menus! We have made Electrika as intuitive and easy to use as possible by providing a Tab structure that allows you to quickly switch between any part of the program. This design also gives you full visibility of all Electrika's features via the buttons - nothing is hidden away. Help text is shown for each button when the mouse pointer is passed over it.
The Benefits Of Using Electrika
Standardised Quotation Procedures All you staff will produce high quality quotations, and new staff can quickly familiarise themselves with a standard approach to estimating Fast access to past contracts If a new contract is similar to an old one, then the old one can be recalled from disk and modified to produce a new quotation very quickly
Easy access to pricing and catalogue information for 1000s of products Using Electrikas computerised catalogues from leading manufactures
Faster quotations Information about all the material is stored in Electrikas databases, and the computer does all the calculations, so quotations are produced in a much faster
More accurate quotations By using pre-defined labour rates, and the pricing information contained in the databases, every quotation accurately specifies material and labour costs.
Collection of important contract data Clarifying all information with the client early on in the contract cycle reduces misunderstandings and verifies contractual obligations
Experimentation with different configurations Electrika allows you to experiment with materials from different manufactures or to use different labour rates, overheads and profit margins and immediately see the effect on price.
Transferring Your Files To Another PC & Making Backups To Backup or Transfer your Quotes, Kits, Local Databases and Job Costing files These can be backed up by backing up the folders shown below. To transfer them to another PC just copy the files from your current PC to the same folder on the destination PC. By default your Quotes, Kits, Local Databases and Job Costing files are found in the following folders: My Documents\Electrika\Quotes My Documents\Electrika\Kits My Documents\Electrika\Local Databases My Documents\Electrika\Job Costing Electrika will automatically select the last folder you used for Quotes and Kits, thereby allowing you to choose your own default folders for these files, which may not correspond with the above. To Backup or Transfer your Customer List, Supplier Discounts & Install Times, Suppliers List and Default Labour Rates and Markups Use the Backup options available in Electrika to create compressed WinZip backups of your data. To view Backup options: 1. Click the Tools tab at the top 2. Click the Backups Tab Every backup you create has the date and time added to the file name. Use the Restore button to bring back any of the backups. To transfer your data from one PC to another: 1. Create backups on the master PC and save them to a removable USB drive. 2. Put the USB drive in the destination PC 3. On the destination PC click the Restore button and locate the backups on the USB drive.
Why use External Discount Files? A Wholesaler can quickly set up discounts for a customer and e-mail them a Discounts File. An Electrical Contractor can open this file under the Catalogues tab and instantly use the discounts in their quotations, orders and jobs. This feature will save a great deal of time for both Wholesalers and Electrical Contractors!
Using Discount Files In 4 Easy Steps Step 1 The Wholesaler sets the discounts The Wholesaler must run Electrika and click the Tools tab, then the Discounts tab. You can then choose whether to setup the Discounts using the Main and Sub Index headings or to use discount groups provided by the manufacturers by clicking the appropriate button. The Discounts Setup screen gives the Wholesaler the ability to quickly set discounts for all the products in the Electrika database and save a unique file for every customer. Step 2 Wholesaler e-mails file to Customer To e-mail the Discounts File the Wholesaler must click the attachment button from their e-mail (usually paper-clip icon) and browse to the Electrika\Discount Files or Electrika\Discount Files Groups folder to locate and attach a discounts file. The Electrika folder is usually either under My Documents or under Program Files. Step 3 Customer gets Discounts File When the customer receives the discounts file as an e-mail attachment it should be copied into the folder Electrika\Discount Files if it is a .dis file or Electrika\Discount Files Groups if it is a .dgr file. Step 4 Customer ticks Use Ext Disc option The customer selects the Catalogues tab and ticks the box for Use Ext Disc. The Open buttons next to the tick box can then be used to select and open one of the new discounts files. In this way customers can quickly swap between their own discounts setup (by un-ticking the Use Ext Disc box) or any number of external discount files.
Step 1 Browse the Electrika database to find the items you would like to assign discounts to. You can select a Manufacturer, Main Index and Sub Index, or search for a catalogue number
Step 4 Repeat steps 1-3 until you have assigned discounts for all the manufacturers products. Click the Save button to save the discount structure under a particular file name. You can then e-mail the discounts file to a customer.
Step 2 Select which group of items to apply the discounts. You can apply the discounts to whole groups of items at a time or to individual catalogue numbers.
Please note: When you save the discounts to a file only your Sell Discounts are saved. Your Buy discounts are never saved in the external discount files. They are only saved on your PC and only you can see them.
Step 3 Decide if you want to apply a Buy or Sell Discount, type in the discount and click an Apply button. Note: Discounts are assigned by Catalogue Number, so all items with the same Catalogue Number will have the same discount, even if they are in a different group to that selected in Step 2.
Step 1 Select a Manufacturer you would like to setup the discounts for.
Step 3 Repeat steps 1-2 until you have assigned discounts for all the manufacturers products. Click the Save button to save the discount structure under a particular file name. You can then e-mail the discounts file to a customer. Step 2 Type in the Buy or Sell discount for each group of
Please note: When you save the discounts to a file only your Sell Discounts are saved. Your Buy discounts are never saved in the external discount files. They are only saved on your PC and only you can see them.
Applications
Click the Applications Tab to install or run the software applications available.
Making Backups
You can make backups of your data by selecting one of the options and clicking Backup. You can also restore your data by selecting one of the options and clicking Restore.
Quote Repair
If you have a problem with a quotation file click the Quote Repair tab to view the procedures for fixing the errors.
General Options
In the Electrika programme certain columns can be repositioned. Click here to reset back to the default settings.
Browsing A Catalogue
Selecting a manufacturer Click on the manufacturer name or the button next to it to view the manufacturer selection window. Manufacturer Catalogue layout Where applicable up to three Trade prices may be shown. Trade1 is for quantities less than Qty2, Trade2 for quantities between Qty2 and Qty3, and Trade3 for quantities greater than Qty3. For items without a split-pack price only one Trade price is shown. The Unit Hrs column shows a default install time for each item (not always provided), and the Status column shows a D for discontinued items, which are displayed in purple. See below for a full description of all the buttons available
View the Main & Sub Index headings of the manufacturer currently selected
Switch between showing the data only or data and product images / PDF links. Allow you to set install times for any group of items Allow you to set supplier discounts for any group of items
Print the manufacturer data currently shown. You can select a range of pages to print by clicking the Printer Setup button on the Preview (spanner on printer symbol)
If the box is ticked you can use the drop down button to select an External Discounts File that has been created for you by a Wholesaler. (See Using External Discount Files for more information about this feature) If the box is un-ticked your own discounts setup is used.
View products in 3D All the text information will be printed on a single page, together with the item description, info line product image.
Add the highlighted item to the active Quote, Order, Kit or Local Database
Export the manufacturer data into PDF/ Excel / CSV / Text format
Selecting A Manufacturer
As you click on a manufacturer's button the Main Index headings for their catalogue appear on the right hand side. You can select a manufacturer by double clicking on a manufacturer's button, or by double clicking on a Main Index heading. The manufacturers contact details and web site link appear under the Main Headings. Clicking on the web site link will automatically launch your web browser.
Click a tab to choose between electrical manufactures or Price Update. Click More Manufactures to request a new manufacturer
As you click on a manufacturer's button the Main Index headings for their catalogue appear here
You can select a manufacturer by double clicking on a manufacturer's button, or by double clicking on a Main Index heading
The manufacturers contact details and web link appear here. Click the web link to launch your web browser. Scroll down for postal address
Select an export format. Available options are: PDF, SYLK(Excel), CSV or Text
Important Note About The Excel Export To export to Excel you must export the file as SYLK format. These files end with .SLK and can be opened by Excel. After opening the file in Excel click Save and select No when prompted do you wish to retain the original file format. The file will then be saved as standard Excel format (.XLS).
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Select where to save the file. The default location for exported files is \Electrika\Exported Files After the file is exported you are asked if you would like to open the file. This will launch the default program for each file type e.g. Acrobat Reader for PDF, Excel for SYLK
Click here to locate a Main Heading in the Manufacturers Catalogue Choose to add the selected item directly into your Quote, Order or Kit by clicking here. Double clicking on the highlighted item will insert it into the section that has been highlighted in yellow.
As you start typing a catalogue number in the entry box Electrika starts to search all the manufacturers' data and displays the item with the nearest match
Choose to add the selected item directly into your Quote, Order or Kit by clicking here. Double clicking on the highlighted item will insert it into the section that has been highlighted in yellow.
Click here to locate an item in the Manufacturers Catalogue, where a picture and further technical details may be available
The details of a distributor can be copied across to your own Suppliers List by clicking here
As each distributor in the list is highlighted, their full details are displayed here
3D Views
A selection of 3D PDF files have been created to best illustrate the features/finishes of certain items. To view any of the PDF files just click on the thumbnail image which will open up Acrobat Reader and display the fully interactive models. (Only Acrobat Reader 7 or above will currently display the models)
ANIMATE
Click Hot Spots
ZOOM
Right Click & Drag
ROTATE
Left Click & Drag
MOVE
Both Click & Drag
You can either insert the item into your local database with the Main & Sub index from the manufacturers entry, or alternativley you can pick a section from one already created.
Step 1 Choose a supplier from your suppliers list to copy to discounts list
This is your list of Wholsalers (suppliers). Examples are initially provided and you should delete / add / edit the list so it contains all your suppliers details, such as contact name, address, telephone, fax etc. All columns
Step 2 Assign a discount to each of the suppliers in the discount list. Doubleclick on one or click the Set As Default Discount button to set it as default (shown in red)
Step 3 Choose how you wish to apply the discounts by selecting one of the options
Step 4 Click the Apply button When you exit this window move to other Main and Sub Index sections of the catalogue and click the % button to set up the discounts in other sections
Why use External Discount Files? A Wholesaler can quickly set up discounts for a customer and e-mail them a Discounts File. An Electrical Contractor can open this file under the Catalogues tab and instantly use the discounts in their quotations, orders and jobs. This feature will save a great deal of time for both Wholesalers and Electrical Contractors!
Using Discount Files In 4 Easy Steps Step 1 The Wholesaler sets the discounts The Wholesaler must run Electrika and click the Tools tab, then the Discounts tab and the Discounts Setup for Wholesalers button. The Discounts Setup screen gives the Wholesaler the ability to quickly set discounts for all the products in the Electrika database and save a unique file for every customer. Step 2 Wholesaler e-mails file to Customer To e-mail the Discounts File the Wholesaler must click the attachment button from their e-mail (usually paper-clip icon) and browse to the Electrika\Discount Files folder to locate and attach the discounts file. The Electrika folder is usually either under My Documents or under Program Files. Step 3 Customer gets Discounts File When the customer receives the discounts file as an e-mail attachment it should be copied into the folder: Electrika\Discount Files Step 4 Customer ticks Use Ext Disc option The customer selects the Catalogues tab and ticks the box for Use Ext Disc. The drop-down list next to the tick box can then be used to select and open the new discounts file. In this way customers can quickly swap between their own discounts setup (by un-ticking the Use Ext Disc box) or any number of external discount files.
Step 1 Type in a heading or choose one from the drop down list.
Step 2 Type in a heading or choose one from the drop down list.
Step 3 Position the highlight under the Minutes or Hours column and enter the time it takes to install each unit of the item.
Step 4 Repeat steps 1-3 for rows 25 to create the other install options.
When you click here your set-up will be stored and the default time will appear next time you use the item
Step 5 Choose how you wish to apply the Install Time by selecting one of the options and then click the Apply button
To select items one at a time hold down the Control key and click an item To select a group of items select one first, then hold down the shift key and click another To select all items click the top left hand corner of the grid
Click here to import an Excel file into your Local Database. Put the column headings on the first row and arrange the columns in the order: Manufacturer, Cat Number, Description, Unit, Trade Price. Click here to rebuild the Index & Heading structure of the Local Database.
To export your local database select an export format here and click the Export button. To paste the items which have been either cut or copied from a section click here Click here to copy the marked items To make an exact copy of an existing item click here. To delete the marked items click here. If no items are marked the highlighted item will be deleted To cut the marked items click here. You can insert into the current section or into another section
Click here to save the current Local Database with a different name Click here to save the current Local Database Click here to open an existing Local Database which will display the standard Open Dialogue window To print the active Local Database click here
To export your Local Database select an export format here and click the Export button.
Important Note About The Excel Export To export to Excel you must export the file as SYLK format. These files end with .SLK and can be opened by Excel. After opening the file in Excel click Save and select No when prompted do you wish to retain the original file format. The file will then be saved as standard Excel format (.XLS).
Run Electrika and click the Local Data tab at the top & click the Import Excel button
Highlight your file. You should see a preview in the lower window. Check that each column is displayed in the correct place. If the layout is OK click the Import all items button.
Creating Kits
A Kit consists of items 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 items you can add to a Kit. The Catalogue Number, Description and Quantity of each item is stored in the Kit. When you come to putting the Kit into a quotation section each item is located from the Catalogues and the relevant price, install time and supplier discount are searched for and assigned. The latest price, discount and install time are therefore used regardless of when the Kit was created
Creating a new Kit To create a new blank Kit click on the New button. You can add items from a Catalogue to a Kit in exactly the same way as you would build up a quotation section. You can even save a quotation section as a Kit - see Dividing A Quotation Into Sections for more information.
To open an old Kit click here To create a new blank Kit click here To save the current kit click here To save the current Kit with a different name click here To print the current Kit click here To locate the highlighted item within the manufactures catalogue click here
To add an item from a catalogue click here. Click here to search for an item using Key Words Click here to display the Catalogue Number Search window
If you know the Catalogue Number of an item you can create a new blank entry at the end of the list and type the catalogue number in here and it will automatically be found
Click here to open an existing Quotation which will display the standard Open Dialogue window
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Select an export format. Available options are: HTML, SYLK(Excel), CSV or Text Select where to save the file. The default location for exported files is \Electrika\Exported Files After the file is exported you are asked if you would like to open the file. This will launch the default program for each file type e.g. Internet Explorer for HTML, Excel for SYLK
Important Note About The Excel Export To export to Excel you must export the file as SYLK format. These files end with .SLK and can be opened by Excel. After opening the file in Excel click Save and select No when prompted do you wish to retain the original file format. The file will then be saved as standard Excel format (.XLS).
Quotation Manager
The Quotation Manager tab displays details of all the quotes in the quotes folder and lets you sort them by Date, Estimator, Customer etc.
To open the highlighted quote click here or double-click one of the files
Click here to reset the quotes folder to the Electrika default folder
You can sort the column alphabetically by clicking the title at the top
You can preview the different sections from a quote before you open it by selecting from the tabs above.
This is usually the first step in every quotation. Fill in general project and client details. Use the text box at the bottom of the screen to write useful notes. A built-in database is included for storing all your customers details.
The Status has a choice of options which can be selected by clicking here
Clicking on the arrows of the Date Received and Date Due entries a useful calendar will pop up from which you can select a date
The Tender and Date Created are entered for you and cannot be edited
Click here to create/view the list of customers the quote will be sent to.
The notes box can be used to enter any details about the project. As you enter more text the notes window scrolls to allow you to type in more information
To search through your customer list type the company name here
The notes box can be used to enter any details about your customer. As you enter more text the notes window scrolls to allow you to type in more information Click here to repair the list if it seems to be corrupt
To import or export a customer list from Excel click here. This will take you to the screen shown below
To import all the contacts from the selected customer list click here
Click here to import only the highlighted contacts from the selected customer list
To search through your site list type the site name here
The notes box can be used to enter any details about your site list. As you enter more text the notes window scrolls to allow you to type in more information
To import or export a site list from Excel click here. This will take you to the screen shown below
To import all the sites from the selected site list click here
Click here to import only the highlighted sites from the selected site list
The Main Contractors Discount is defined as a percentage of the Tender Sell price, which is automatically recalculated
You can decide whether to display quantities as whole numbers or to two decimal places When you define the settings that you use most often click here to save them as Electrika defaults
Click either the section name or down arrow to display the Quotation Sections window Insert items or sections from a previous quote Click the Insert Kit button to display a list of all Kit files Click the Insert Excel button to insert parts from an Excel file To pick items from the manufacturer catalogue click here To pick items from your local database click here Click here to display the Catalogue Number Search window To locate the highlighted item within the manufactures catalogue click here If you select Price Based On Quantity then Trade1 will be used for quantities less than Qty2, Trade2 for quantities between Qty2 and Qty3, and Trade3 for quantities greater than Qty3. If you select Lowest Price then the lowest price will be used out of Trade1, Trade2 and Trade3 regardless of quantity
To add a Special item with your own description and price click here The order of items in the quotation section can be changed by clicking on the Up and Down arrow buttons
Click here to add the highlighted item to your local database You can copy a supplier discount% or supplier name to all items in a quotation section by clicking the Copy% button
To search the manufacturer catalogues using Key Words click here Click here to check trade prices against the latest manufacturers & local database.
To delete the marked items click here. If no items are marked the highlighted item will be deleted
To cut the marked items click here. You can insert into the current section or into another section
To paste the items which have been either cut or copied from a section click here
Summary Of Keys For Selecting Items To select items one at a time hold down the Control key and click an item To select a group of items select one first, then hold down the shift key and click another item To select all items click the top left hand corner of the grid To unselect all items click anywhere on the grid without pressing Control or Shift
Insert Excel feature - you can create a list of part numbers and quantities in Excel. You can choose whether to match up the latest descriptions and prices from the Electrika database or import all parts as Specials exactly as they appear in the spreadsheet. This feature is useful for creating parts lists in Excel that are priced up in Electrika, or for importing a bill of materials from another application.
Select the Excel file list you wish to import from here
Choose between matching the parts in the Electrika database or importing all the items as specials
Click here to insert all the items from your Excel file Click here to insert only highlighted items from your Excel file
To search through your part list type the catalogue number here
Dividing a quote into sections A quotation is normally divided into sections (Main Distribution, Lighting, Heating, Testing etc). The name of the active quotation section is displayed on the top left corner. When you start a new quotation a blank section is created for your called Untitled Quotation Section. Click either on the quotation name or on the down arrow next to it to display the Quotation Sections window where you can add more sections or change the name of a section. From here you can also create Kits from the sections or add sections to an Order Hint: Start each section name with a 3 digit number eg 001, 002, 003 etc. This will allow you to re-position the sections by changing the prefix.
Click here to copy the section you are currently highlighting To insert a new blank section click here
Click here to save a section as a Kit, allowing you to import it into other sections
Costing
The costing screen is split into two windows. The upper window always displays the price build-up, and the lower window changes according to which item is highlighted in the upper window as follows:
Material Cost The lower window shows the material build-up automatically sectioned according to the Product Group (Main Index) that each item belongs to.each item belongs to.
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The Main Contractors Discount can be changed under under the settings tab This window changes according to which item is highlighted in the upper window
Labour Cost The lower window shows the number of hours and cost for each labour type. You can alter the text and adjust the /Hour for each labour type. Changes made here will also be shown when the Labour Tab is selected. All prices will automatically be re-calculate and all the items in your quotation which use an adjusted rate will be updated
Preliminaries You can remove items from the default list by pressing <Del> or add your own items by going to the last entry and pressing <Down Arrow>. There is no limit to the number of entries. For each entry you can type in the Qty and Unit , and Total is automatically calculated. The totals in the upper window are also re-calculated. You can click on the Save As Default button to save the settings as Electrika defaults (only the text will be saved with a default quantity of 1)
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Extras Extras can be added and removed in exactly the same way as the Preliminaries
Tender Sell The lower window shows a totals summary, with each total shown both as a percentage of sell and as a percentage of cost.
Provisional Sums These can be added and removed in exactly the same way as the Preliminaries. The Provisional Sums total is shown separate to the Tender Sell price
Click here to view only section names and sub-totals Click here to assign the highlighted margin to a group of items
Click here to select one of the available sort options: 1. Quotation Section 2. Source. This is the S column, which represents the source of the item. A C indicates that the item came from a Catalogue, an L means it came from the Local Database and an S means it was typed in as a special. 3. Catalogue Number
Important information about the price calculations 1. The Tender Sell price under Costing may differ slightly from that under Analysis and on the Sell Summary printouts. This can be due to 2 reasons: (a) Prelims, Extras and MCD are spread equally across all the items and the difference may occur due to the adding together of individual values which have been rounded off to 2 decimal places. (b) If decimal quantities are used. This is due to rounding off which occurs when the Quantity is multiplied by the Unit Rate. If Prelims, Extras and MCD are all zero and the quantities used are all integers there will always be an exact match between the selling price under Costing that under Analysis and on the Sell Summary printouts. 2. On the Labour Cost selection under Costing the /Hour multiplied by Total Hrs may not be exactly equal to what is under the Cost column. This is because the total labour cost is calculated by adding together the labour cost calculated for each individual item and rounded off to 2 decimal places. 3. Changing the quantity in analysis can bring about a slight change to the selling price of all the items. This is because Prelims, Extras and MCD are spread equally across all the items in the Oth Unit column, which gets re-calculated every time the quantity changes. If Prelims, Extras and MCD are all zero then changing the quantity will only change the selling price of the highlighted item, and will have no effect on the other items. 4. Maximum limits have been assigned to many of the column entries to reduce the risk of calculation overflow, which should never occur under normal use. However, if calculation overflow does occur you are advised to double check all calculations.
Step 1 Click here to edit the sell summary heading. Click the Save As Default button if you want it to be the default heading for all your quotes.
Step 2 Choose if you want a Header, Footer or Cover Page. These can be created through the Header/Footer & Cover page tabs. You can also choose the sort order for the items. You can also specify whether you want to print the cover page and / or the Project Details
Step 3 Choose what to print here. For each option you can choose a button for printing, previewing or exporting as a PDF document
Printing
Design Header / Footer
Step 1 Insert Your company logo here by clicking the open logo file button and selecting your
Step 2 Edit your company details here. Your office address and contact details are stored as a file, so you can store as many different versions as you
Step 2 Select if you want to include the header & footer You can use the Editor to change font type, size, colour or modify paragraphs
Step 4 Print or preview the cover page by clicking one of these buttons
Step 3 You can edit the main body of the cover page here. You can also open old text files or save the current one by clicking the appropriate button
Step 2 Choose between the different sort options of the cost summary here Step 1 Edit the heading for the cost summary page by typing here. Click the Save As Default button if you want it to be the default heading for all your quotes.
Step 3 Choose between printing or previewing an abbreviated or a full layout of your cost summary
Printing Costing
Print / preview the project information or create a PDF file from here
Print or preview the various options for the costing page here
Printing Setup
This is usually the first step in every order. Fill in general Supplier and Delivery details. Use the text box at the bottom of the screen to write useful notes. Built-in databases store all your details regarding suppliers, customers and sites.
Click here to access the Customers list Click here to access the Sites list
Click here to add the details shown to the Customers or Sites list
Clicking on the arrows of the Order Date and Payment Due Date entries and useful calendar will pop up from which you can select a date The notes box can be used to enter any details about the order. As you enter more text the notes window scrolls to allow you to type in more information
Creating An Order
Typing in the catalogue number of an item directly If you know the Catalogue Number of an item you can type it in and Electrika will automatically do a search for you. First add a blank item to the order by going to the last entry and pressing the <Down Arrow> key on your keyboard. Type in a Catalogue Number in the Cat Number column. The Manufacturers and Local Database will be searched and if an exact match is found the item is copied into the order and you are taken to the Qty column. If an exact match is not found you are taken to the Catalogue Number Search window where Electrika has located the nearest match. Adding your own specials You can add your own Specials by typing S under the S column of a new blank item, allowing you to change all the columns of the item. You can also edit the details of an item that has been brought in from a manufacturers Catalogue by typing S under the S column to make it into a special. Labels or headings can also be added as specials. Other ways to add items to an order From an existing quote (see next page for full details) Click the Catalogues button to bring up the Catalogues Browse window. You can add an item to an order by double-clicking on an item or clicking the +Ord button Click the Local Data button to bring up the Local Database Browse window. You can add an item to an order by double-clicking on an item or clicking the +Ord button From the Catalogue Number Search window (displayed by clicking the binoculars button) From Kits
Click here to insert a past kit in to your order Click here to insert a past quote in to your order
Click the Insert Excel button to insert parts from an Excel file
To export your Order select an export format here and click the Export button.
To move items up and down click here. To increase the number of places to move the item in your order click here To add the highlighted item into your local database click here Click here to check trade prices against the latest manufacturers & local database. Items not found and not updated are shown with a grey background.
The total value of your order (Excl Carriage & Vat) is displayed here
Click here to insert a section from the selected quote into your order
To view all the items in your quote click here. You can double-click on any item to insert into you order.
You can enter items only from a specific Manufacturer by clicking here.
Insert Excel feature - you can create a list of part numbers and quantities in Excel. You can choose whether to match up the latest descriptions and prices from the Electrika database or import all parts as Specials exactly as they appear in the spreadsheet. This feature is useful for creating parts lists in Excel that are priced up in Electrika, or for importing a bill of materials from another application.
Select the Excel file list you wish to import from here
Choose between matching the parts in the Electrika database or importing all the items as specials
Click here to insert all the items from your Excel file Click here to insert only highlighted items from your Excel file
To search through your part list type the catalogue number here
Step 2 Choose if you want a Header, Footer or Cover Page. These can be created through the Header/Footer & Cover page tabs. Step 1 Click here to edit the Order You can also choose whether to display the carriage and Vat, and to enter a value for carriage
If you want to print on letter headed paper make sure the Include header option is un-ticked and adjust your margins here
Step 3 Choose how to view your order here. You can choose between printing, previewing or to export as an acrobat file.
Acrobat Reader V6 or later allows you to e-mail the PDF order files you have created using the options above. Click here if you wish to download the latest version
Step 1 Insert Your company logo here by clicking the open logo file button and selecting your image.
Step 2 Edit your company details here. Your office address and contact details are stored as a file, so you can store as many different versions as you wish, and easily switch between them.
You can use the Editor to change font type, size, colour or modify paragraphs
Step 3 You can edit the main body of the cover page here. You can also open old text files or save the current one by clicking the appropriate button
Step 4 Print or preview the cover page by clicking one of these buttons
Job Costing
Click here to open an existing Job File which will display the standard Open Dialogue window
To add a new entry line into your Job click here. Click here to save the current Job file To export the active Job file click here
To filter the selected field click here Click here to create a new blank Job file
Use the buttons on this toolbar to search for material to add to the Job