You can tailor the information shown in your quote layouts by using data elements such as static data, dynamic data and tables.
The following tables describe the data elements that are currently available for quote layouts.
For instructions on how to customise a standard layout, please refer to Custom Layouts.
When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.
Static Data
Click here for static data, which is information stored within AroFlo
Element Group |
Description |
|---|---|
| Quoted Organisation Details | Data relating to your Client's details. This information can be modified by editing the Client card. |
| Quote Details | Data relating to the Quote worksheet. This information can be modified by editing the quote worksheet. |
| Organisation Details | Data relating to your Company and the Primary Contact. |
| Contact Details | Data relating to the contact details for your Company. |
| Location Details | Data relating to the Location card linked to the Quote. This information can be modified by editing the Location card. |
| Project Details | Data relating to the Project worksheet. This information can be modified by editing the Project. |
| Asset Details | Data relating to the individual asset linked to the task. This information can be modified by editing the Asset card. |
Dynamic Data
Click here for dynamic data, which is calculated data relating to the worksheet.
Elements |
Description |
|---|---|
| [Total Hours] | Total quantity of hours. |
| [Total Weekly Hours] | Total quantity of hours per week (based on user-defined Hrs/Week in Duration). |
| [Total Resources] | Total quantity of resources (based on user-defined Resource No. in Duration). |
| [Labour Rate] | Displays the quoted work type rate (for Simple quotes). |
| [Margin %] | The overall quote markup value as % |
| [Margin $] | The overall quote markup value as $ |
|
[Allowance] [Allowance (ex margin)] |
Total value of allowances excluding GST. Total value of allowances excluding margin and GST. |
| [Labour Total] | Total value of labour items excluding GST. |
| [Labour Total (ex margin)] | Total value of labour items excluding margin and GST. |
| [Material Total ] | Total value of material items total excluding GST. |
| [Material Total (ex margin)] | Total value of material items total excluding margin and GST. |
| [GST Total] | Total GST value. |
| [Sub Total (ex allowance)] | Sub total value excluding allowances and GST. |
| [Sub Total (inc)] | Sub total value including GST. |
| [Total] | Total value of all items excluding GST. |
Tables
Click here for tables, which are used to display information in a table format.
Table |
Description |
|---|---|
| Quotes Lines (child indent / no indent) | Displays standard line items only (with or without an indent). |
| Quote Line Incl. All Options (child indent / no indent) | Displays all line items including the optional items (with or without an indent). |
| Quote Line Incl. Options Only (child indent / no indent) | Displays the optional line items only (with or without an indent). |
| Quote Lines Excl. Options (child indent / no indent) | Displays the standard line items only (with or without an indent). |
| Quote Screen Layout (child indent) | Displays the standard line items as they appear on the Quote Worksheet (with an indent). |
| Quote Screen Layout Options Only (child indent) | Displays the optional line items as they appear on the Quote Worksheet (with an indent). |
| Quote Takeoff Sheets | Displays takeoff details including subtotal value and hours. |
| Quote BOM Quote BOM (with header lines) Quote BOM (by inventory) Quote BOM (by takeoff, inventory) |
Displays just the material line items on a quote, with grey headers, by inventory item, by take off and inventory item. |
| Allowances | Displays allowances on a quote (for Detailed quotes). |
| Labour Break-up | Displays labour break up information (for Detailed quotes). |
| Assets Table | Displays asset information and checklist details (for assets linked to the quote). |
| Task Notes | Displays task notes. Task note filter must be set 'Show Client' or 'Show All'. |
| Checklist Manual Checklist |
Displays checklists automatically or manually added to a quote/task. |
| Quote Checklist Quote Manual Checklist |
Displays checklists automatically or manually added to a quote. |
| Task Checklist Task Manual Checklist |
Displays checklists automatically or manually added to a task. |
| Task Documents (Images) | Displays images that have been uploaded to a Task. Document filter must be set 'Show Client' or 'Show All'. |
| Client Documents (Images) | Displays images uploaded to a Client card. Document filter must be set 'Show Client' or 'Show All'. |
| Location Documents (Images) | Displays images uploaded to the Client Location card. Document filter must be set 'Show Client' or 'Show All'. |
| Project Documents (Images) | Displays images uploaded to a Project. Document filter must be set 'Show Client' or 'Show All'. |
| Tax Component Breakdown | Displays the components that make up a tax code. |
To embed an image into a layout, you will need to ensure the document filter on the uploaded image is set to Show Client or Show All. All other filter settings will prevent the system from embedding the images into the layout when it is printed to PDF.