Add items to a quote

Learn how you can add quote items in a few simple steps using AroFlo Field

Updated on October 24th, 2024

Table of Contents

There are a few methods of adding items to a quote. Choose your preferred method below to learn more.

Quotes need to be in the In Progress status in order to add items to them.

 

 

Add a Quick Total

Simple Quotes only

Unavailable for Detailed Quotes.

 

1 Tap Add Quick Total

If your quote doesn't yet have any line items on it, tap Add Quick Total from the line items section.
 
 
 

2a Total Only

Enter a quick total for the quote (Tax Ex but you can switch to Inc if necessary) and Save. This will enter a line item for this amount with the description ‘Works Requested’.
 
 
 

2b Material & Labor

Alternatively, tap Material & Labor to enter individual amounts for materials and labour (switching to Tax Inc if needed) and Save. This will enter a line item called ‘Material’ and an item called ‘Labor’.
 
 
 

 

Add Line Items

Add line items to a quote from one of the following areas:

Quote shortcuts

The easiest way to add line items to a quote is via the Quote shortcuts button > Add Line Items and choose the relevant option via the sub-menu.

Working on a detailed quote?

If on a Detailed Quote, you need to add items to takeoffs rather than the quote itself. Go to the Line Items tab, select a takeoff and add items from there. Alternatively, tap New Takeoff to create a new takeoff.

 
 
 
 

Line items section

If you're on a simple quote which doesn't yet have any items on it, you can also tap Add Line Items from the line items section to access these same options, or if your quote contains items, View Line Items (x) > to get to the Quote Items screen and add items from there.
 
 
 

Line Items tab

Tap an entry in the Quote Totals overview to go to the Line Items tab, or simply tap Line Items and add items from there.
 
 
 

Choose the type of line item to add:

Working on a detailed quote?

  • If on a Detailed Quote, you need to select a takeoff first and then add items to it. If your quote doesn't yet have any takeoffs, you can create one using the (green plus button) > New Takeoff and then tap it to add items to it.
  • The From a Quote and New Option Group options are currently unavailable for detailed quotes.
 
Option Description
From Inventory Add items from Inventory, Task-specific lists, SOR lists and items, or Assemblies.
From a Quote Add items from your existing quotes.
From Supplier Catalogue Directly access your preferred online Supplier Catalogue.
New Option Group Add a new Option Group.
New Line Item Add an ad-hoc item (items not in your inventory).

See below for further instructions on each of these.

 

From Inventory

Tap From Inventory to add existing inventory items and inventory lists to your quote.

See Adding items from Inventory for full instructions.

 
 
 

From a Quote

Add items from existing quotes.

  1. Tap a quote name
  2. Tap Select
  3. On the next screen, tap the check box beside each item you want to copy to your quote and tap Add Items.

Search and Filter

If necessary, use the search, search options (e.g. search by quote number or task type) and filter options (filter by status or quote type) prior to displaying matching quotes.

 
 
 
 

From Supplier Catalogue

Tap Supplier Catalogue to directly access your preferred online Supplier Catalogue.

Using this feature is useful for accurate material costs, as pricing is live from the supplier.

 
 
 

Add a new Option Group

Create a grouping of items and select if you want the group type (multiple items or single item).

See Quote Option Groups for more information.

 
 
 

New Line Item

Tap New Line Item to manually enter the details of an item (ad-hoc item).

Use this for items not in your inventory.

 

This defaults to a Material type line item (e.g. a PVC Pipe). Tap Labor to enter a labor type line item (e.g. ‘Installing Pipe’).

  1. Fill out the mandatory fields
  2. (optional) Tap Show More to access and/or fill out the optional fields
  3. Tap Add Line Item to record your entry.
Field Description
Description Name of the item.
Quantity Enter the quantity needed.
Sell Ex. Sell price of the item exclusive of tax.

Optional fields

Field Description
Part No. Enter a part number

Hours

(Material items only)

Installation time
Cost Ex. Cost of the item exclusive of tax.
Markup If you don't have a default markup for materials set in Site Admin, enter a markup percentage.
Sell Ex. Sell price of the item exclusive of tax.
Total Ex. Total cost of the item exclusive of tax (uneditable)

Tax Code

Select a tax code

Tracking Center

Select a tracking center
 
 
 
 
 

See Quote Items for information on interacting with items once they've been added

See also Measurement Calculator in AroFlo Field for instructions on quoting in Linear Measures