Plans

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When selecting an item unit of measure, keep in mind that some units measure multiple quantities at the same time. Items can be setup with multiple item links sending to different items throughout your job simultaneously.


Examples
Area = m2 and perimeter Lm.

Roof Area = m2 inclusive of pitch degrees. (no perimeter)


Vertical Area = m2 of wall vertically, and Lm of the wall (or plotted line).


Count = each, box, bag, pack, roll, sheet, etc…


Count (with Length) = Count with Lm per count. e.g. 8@3.6, 5@4.2, 17@5.4


Length = Lm (select supply increments to combine same sizes). e.g. 8@3.6, 5@4.2, 17@5.4


Length (with Heights) = Lm with vertical heights up or down.


Volume = m3


Item Name
The item name helps you find the item.

Category
A Category is a group of related items to be found easily.

Abbreviation
This is displayed on the plan to identify the measured items.

Hatch or Line
This identifies the measured item with its colour on your plan.

Colour
This identifies the measured item with a hatch or line type on your plan.

Show Lengths
This shows or hides the measured lengths for each length on your plan.

Add Item Link

Allows you to link this Item to other existing items in your quote template. Multiple links can be setup sending to multiple items locations throughout the quote simultaneously.


Edit Item Link

Opens the Item link to view or edit. Double-clicking on the item link also opens it.


Delete Item Link

Deletes the selected item link. Once deleted, it cannot be undone.


Item Link
Send Options

Item links can only be setup to items in your job with same units of measure.

Example

m2 to m2

Lm to Lm

m3 to m3

each to each, box, bag, pack, roll, sheet, etc…


Use your mouse to interchange and setup the options below for each Item Link.

= Include

= Exclude

= Override Existing QTY

= Deduct from Quote


Default Item
Save | Delete | Default Quote List

These options allow you to Save the Item as a Default, and add it to your Default Quote List if commonly used.