QuoteGroups.csv stores your user-defined headings for Quote Groups within the software. It's best to create this file directly from within the software to ensure correct indices and labels are applied to the file structure.
Important: Proceed carefully - one formatting mistake can stop the entire system from working properly.
🧾 File Limitations
Maximum of 20 Quote Group definitions
Maximum of 50 items per quote group
🔧 File Format Structure
The file uses a specific format when viewed in MS Excel or text editor:
Component | Description | Example |
name | The quote group name | FasciaGutter |
key text String | Group identifier | ###QGroup1 |
inclusion flags | 0 = not included, 1 = included from primary list | 0 or 1 |
The index represents the location in the list of items in the input dialogue box, followed by the item name. Included items marked as [Yes] are also indicated by the X symbol in the dialogue box where you set up Quote Groups.
📋 Related Data Files
Several related files work together with QuoteGroups.csv:
QuoteGroups.dat
Saves the list of items available for Quote Groups option list (maximum 50 items). Contains items such as:
Note the use of END at the bottom of the list.
QuoteNumber.dat
Stores the starting number, prefix and suffix of your quote number. Typically configured within the software.
QuotePresets.dat
Allows you to pre-set a series of pre-defined quote names to ensure standard quote names are used or to speed up the quoting process. Once defined, these names appear when you select Save from the Supply+Install dialogue box.
💡 Best Practices
Always create QuoteGroups.csv from within the software rather than manually
Verify file formatting before importing
Keep within the 20 group and 50 item limits
Use the software's built-in tools to avoid formatting errors