How do I use Supply+Install/Supply-Only reporting and related quote functions?

Reporting > Supply+Install
​Reporting > Supply-Only

When you select Supply+Install, all labour AND materials are tallied, sorted and displayed on the Supply+Install dialog box. The title shows the current quote name and page being displayed.
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When you select Supply-Only, all materials are tallied, sorted and displayed on the Supply-Only dialog box. The title shows the current quote name and page being displayed - if set. It works in a similar manner to Supply+Install.

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The Labour and Materials or Materials only sub-totals are calculated, a MarkUp may be applied and the material cost per square metre/square foot, is calculated as a quick check that the results are correct according to your normal expectation.

Selecting either Supply+Install/Supply-Only may prompt you to open an existing quotation or recalculate a new quote:

It then leads you through a process of accounting for various quotation requirements, accounting for Stages, adding Extra items to include in the report and finally presents the proposed detailed quotation.
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Stages

The reporting accounts for stages defined using Stage Manager (for example - first storey, second storey, or roof material, F+G and trim). Report for each stage (for ordering materials or invoicing for that stage), or combined for all stages (the complete job).

Extra Items

The Extras process lets you add items (labour or material) that may be required on a job but aren't a function of roof size or type, including additional costs for the job quotation. Refer to Extras in the help files for setting up EXTRAS.

During calculation, the software checks for any EXTRA items defined with the [Prompted] option. If found, a dialog box displays all 'prompted' items before finalising the quotation.

Select required items and click OK. To select multiple items, hold CTRL and select all required items in the list.
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After some processing, the calculated costs are displayed as shown above.

Mark-Up/Rebate

The Labour and Material sub-totals are calculated, a MarkUp may be applied and the labour and material cost per square metre/square foot, is calculated as a quick check that the results are correct according to your normal expectation.

Spot Changes

Any changes may be made at this stage by simply 'double-clicking' in the required cell, and the new value typed. The table is automatically updated to reflect that change:

Price Adjustment

The final job price may be adjusted as required, the adjustment is shown as a Rebate or an Extra for accounting purposes.
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Full price:

​After adjustment:

Below the Total column is the Job Total field showing the total for the entire job, not just the current page if there are multiple pages.

Items may be grouped into categories (Roof/Wall Cover, Flashings/Fittings, Accessories, Fasteners) etc.

You can customise what appears in each category group by creating a "Categories.CSV" file in the ...\User folder.

A file external to the software “Categories.CSV” saved in the \User folder, can be defined which allows for modification of these items. See the example here opened in MS Excel.

The first 4 lines define Category Group names. Remaining lines define category names and which group they belong to. For example:

Takes you to the Quote Groups section showing prices for each quote group setup previously. Each group contains line items that will be 'aggregated' to create a single total cost for that group, allowing sub-total costs to be displayed on the quotation without showing individual line-item costs.
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Once a Quote Group is defined, you can create report templates incorporating Quote Group details using key text strings:

Note: Refer to Quote Groups in the help files for more details on how Quote Groups are setup.
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Exports costing screen details to a CSV file that can be read by your accounting system. The format includes each item as displayed in the costing dialog.

Similar to this layout:

Saves a text file in AppliCad's proprietary GRIM format, providing a method to export every piece of job information from material and labour costing to panel and trim cutting lists in a form that may be shared allowing for integration with other business systems.
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Refer to the help files for more details about the GRIM file output.

Displays the tile waste summary dialog box for modifying specific tile waste factors for the current job (applies to tile roofs only). When you click "Calculate", the Gross Qty updates with respect to waste percentage and round up values. Click "[OK]" to transfer the Gross Qty back to the Reporting dialog box.
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Allows you to change the supplier for each material line item.
Click the Set-Supplier button to set a range of line items, or click '...' to the right of individual line items.

Sets the finish for any or all material line items. Operates similarly to the Set-Suppliers command.

Sets the discount for all line items.

Adds a material item from any category in the material database. Select the material category, then select the required item to add to the material list for this job only. Added items don't relate to roof geometry.

Adds a new field to the end of the list allowing you to enter information into Category, Supplier and Description fields. Used for items that cannot be quantified as a function of roof geometry (site clean-up, crane hire, etc.).

Click Notes, then click the form report name you wish to attach a note to. For standard CAD template forms with a ###QQnote key-text-string, the relevant note will appear on that template form.

⚠️ Line breaks are ignored when formatting notes on reports. To force a line break, use the ^ (caret) character in the note text.

Save the current quote by entering a name. This allows you to create various pricing options for the same job.

Job details are saved in the Quotation Register and listed by date and time.

Changes are only saved with the current estimate if you select [Save].
Quitting the Supply+Install/Supply-Only dialog without saving loses any changes to the quotation.
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💡 Define a "QuotePresets.dat" text file to pre-set a series of pre-defined quote names for consistency and speed.

Load a previously saved quote for this job.

Print to any predefined reports. Select reports on the [Reports to Print] dialog box. Reports are pre-processed, generating individual orders for each supplier using the order number from the job details dialog.
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Double-click any line item description to change it for this quotation only (doesn't affect Materials definitions). Double-click any line item to modify the description and enter calculations into the field.

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When you select Supply-Only after saving quotes, you're presented with a list of existing quotes in the job. You can select an existing saved quote or select "***Re-Calculate quote***" to recalculate with latest values.

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The software automatically creates a register of all completed quotes in completion order, making it easy to return to previously saved quotations. The register opens the job database and model on screen.

The Quotation Register is saved as "QuoteRegister.CSV" in CSV format for use by other software like Microsoft Excel or business management systems.

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Quote Name,Database,Model,Date,Time,...

💡 Create a "QuoteRegister.GRT" template file to add extra information like job cost totals using key text strings.
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Example: ###QuoteName,###DatabaseFileName.DAB,###DatabaseModelName,###Today,###Time,Job Total is: $###JobTotal

In our example, a section of the Register would now look like this:

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Use File > Open Quote to present the full Quote Register list in chronological order. Select the quotation to open the correct Database and Model and access the quotation.
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Select the [=] button to display a box showing the job total price calculated by the software. This can be adjusted up or down, with the new value displayed in Job Total (ex tax) and a new line item showing the adjustment value.

This adjustment is saved as a Key Text called ###Rebate:

If Quote Groups are enabled with "Add in Pro-Rata % for Extra/Rebate", the adjustment amount is pro-rated back across respective Quote Group items so sub-totals make sense.

Sales tax is applied if defined in System Preferences, and the Total (including tax if applicable) is displayed for printing on the customer's quotation.

Additional lines show material cost per square metre (or square foot) rate for cross-checking job costs.

The [Job-Info] button allows you to change Job, Customer, and Installer details without exiting the dialog and recalculating costings.

The [Options] button takes you directly to Preference Settings related to the job costing dialog screen without exiting and recalculating values.

Export GRIM also creates separate files for materials from each supplier (Order-[Job Number]-[Index].GRO), a plot file in HPGL format (GrimOutFile.plt), and a TIFF bitmap image file (Job#.TIF or GRIMOUTFILE.TIF); plus a JSON format data file of all the same data is also created.