🧾 Quote-Groups
This button takes you to the Quote Groups section showing you the prices for each quote group setup previously.
Each group contains the line items that will be ‘aggregated’ to create a single total cost for that group of items so that a sub-total cost for this group can be displayed on the quotation, thus not displaying each line item cost in the quotation.
The example below has five Quote Groups – Fascia and Gutter group is displayed.
🧩 Using Quote Groups in report templates
Once a Quote Group is defined, you can then create a report template that incorporates the Quote Group Details using key text strings for that group individually or as a table.
Key text string | Description |
| Sub-total of Materials for specified Quote Group name |
| Sub-total of Labour for specified Quote Group name |
| Total of Materials and Labour for specified Quote Group name |
For example for the FasciaGutter quote group described above you would use:
###QGFasciaGutter-MatSubTotal###QGFasciaGutter-LabSubTotal###QGFasciaGutter-Total
Refer to Key Text description for more details.
✏️ Changing displayed values
Double click the line item description allows you to change the item description for any of the items listed.
The change you make is relevant to this quotation only and does not effect the definitions previously set under Materials. Change as required.
Any line item displayed in the Supply and Install list can be modified by double clicking the line item. The description can be changed and a calculation can be typed
into the field.