🧾 Supply-Only
When you select Supply-Only, all the materials are tallied, sorted and displayed on the Supply-Only dialog box. The title on the dialog box describes the name of the current quote as well as what page is displayed.
➕ Prompted EXTRA items
In calculating the material and labour items required, the software pauses to check if any EXTRA items have been defined that are set with the [Prompted] option (refer to set of EXTRA items for details).
If any are found, then the dialog box is displayed showing all items setup to be prompted for, prior to finalising the quotation.
Select the required items for this job and click OK.
If multiple items need to be selected, hold down the CTRL key and select all required items in the list.
This process allows you to add items, labour or material, that may be required on a job, but not a function of the roof size or type.
It can include all sorts of additional costs that must be included in the job quotation.
🧱 Stage Manager
The Reporting for the job takes account of stages defined using Stage Manager such as first storey, second storey or roof material and trim.
Please refer to the detailed description of Stage Manager to know how this is applied.
📊 Columns in the Supply-Only dialog
Along the top you can see columns called Category, Supplier, Description, Qty, Rate, Subtotal, Discount and Total.
Each row represents a single material item ranging from the roof cover material to gutter brackets.
Supplier — This is the name of the supplier of the item
Description — This is the description which combines the description of the item and finish
Qty — This is the quantity of each item derived from the estimate process. The unit for the quantity is described in the table below.
Rate — This is the rate per item
Subtotal — This is the sum of the quantity and rate
Discount — This is the discount percentage you want to apply for that line item.
The default value is the discount associated with the selected customer. If the value is set to a negative number, a mark-up is applied. The Discount may be pre-set for each customer – set this in the Job Info > Customer section.
Total — This is the total for this line item after applying the discount.
Below the Total column is the Job total field which is the total for the job, not just for the page you are looking at, if there are multiple pages.
🧩 Category names and units
Category is simply a shorthand description of the type of item described in the following table.
Category Name | Type of material | Unit |
Straight | Straight metal roof material | M²/ft² |
Curved | Curved metal roof material | M²/ft² |
Ridge | A ridge flashing | M/ft |
Valley | A valley flashing | M/ft |
Fascia | A fascia flashing | M/ft |
Gutter | A gutter | M/ft |
Apron | An apron flashing | Mft |
Barge | A barge (rake) flashing | M/ft |
Step | A step flashing | M/ft |
Batten | A batten material | M/ft |
Flat Sheet | Flat sheet metal for custom flashings | Each |
Fabrication | The total fabrication cost of the custom flashing | Each |
Fasten | A fastener type | Boxes |
Clip | A type of clip for standing seam panels | Boxes |
Accessory | A flashing accessory item. | Each |
Membrane | A membrane material | Roll |
Roof tiles | Roof tiles | Each |
Ridge tiles | Ridge tiles | Each |
Hip starters | Hip starter piece | Each |
Apex tiles | Apex piece | Each |
Roof shingles | Roof shingles | Each |
Ridge shingles | Ridge shingles | Each |
Apex shingles | Apex shingles | Each |
Roof shakes | Roof shakes | Each |
Ridge shakes | Ridge shakes | Each |
Apex shakes | Apex shakes | Each |
Starter course | Starter course material for shingle and shake roofs | Each |
D Pipe | A downpipe | Each |
D Access | A downpipe accessory which could be a pop, offset, shoe or elbow. | Each |
Extra | An extra item read in from extras.dat | Each |
Insulation | An insulation material by the roll | Large or small |
Ccharge | The curving charge | One off |
Cflash | A curved flashing | Each |
User Length | A user length value (eg vermin proofing, bird stop etc.) | M/ft |
User | A user defined item | Each |
Misc | A user defined item from Misc-Item | Each |
Cartage | The number of items to deliver | Each |
🗂️ Customising category grouping
There’s currently no way to order the items within each group (Roof/Wall Cover, Flashings/Fittings, Accessories, Fasteners) in the Supply list dialog.
However, you can decide what appears in each category group, as well as the individual names of the groups. It requires you to define a category sort file.
A file external to the software “Categories.CSV” saved in the \User folder, can be defined which allows for modification of these items.
The first 4 lines define the names of the Category Groups in the Supply & Install dialog.
The remaining lines after these first 4 define category names and which category group they should be placed within.
The software has default options built into it, but in the example here you can see that by placing anything with a Category name of “Spout” into Group 2 (Accessories), anything with a category name of “Extra” into Group 1 (Flashings/Fittings) and anything with a category name of “Wall Insulation” into Group 0 (Roof/Wall Cover).