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    Preparing your Quantities for export in AroFlo Format
    • 23 Aug 2023
    • 4 Minutes to read
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    Preparing your Quantities for export in AroFlo Format

    • Updated on 23 Aug 2023
    • 4 Minutes to read
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    Article Summary

    To be able to to download the quantites in an Aroflo-compatible format, you'll need to configure your AroFlo integration.

    Once you have finished counting, measuring, adding additonal parts and adding additonal labour to your project, you will need to click on to the AroFlo Tab.

    Understanding the AroFlo Tab

    The AroFlo tab previews the information that will show in your AroFlo quote. These include the part name, assembly name, quantity, value, sell, unit rate, and total hours.

    GP Aroflo - Preparting Qts_v7.19_the Aroflo Tab

    Before generating a final import file for AroFlo, you can adjust the value, sell and unit rate on inventory items, Inventory list elements and one-off items. And once you're ready, you can easily download all in a CSV file, ready to be imported into your AroFlo quote.

    Reading the breakdown

    Project Pricing and Unit Rates

    If you update the pricing and unit rates of your inventory items or Inventory assemblies in AroFlo, you need to manually re-sync your connection in Groundplan in the Aroflo setup page.

    image.png

    Syncing AroFlo and Groundplan, will not automatically update the pricing or labour values in any of your existing projects. You'll have to go to the Aroflo tab of your projects to refresh newly-synced Aroflo data

    GP Aroflo - Preparting Qts_v7.19_Refreshing items

    Assemblies & Inventory lists

    Assemblies & Inventory lists are displayed as the Assemby name, with the inventory items displayed individually below.
    GP Aroflo - Preparting Qts_v7.19_Task List

    The Inventory list totals are not calculated on this tab

    The totals will be displayed after importing the downloaded CSV file into an AroFlo quote.

    Items within assemblies may have a quantity greater than zero when the Assembly total is Zero: AroFlo will not add these items to your totals until you add an assembly quantity.

    GP Aroflo - Preparting Qts_v7.19_Assembly qty at 0

    For items within assemblies that have a quantity of zero when the Assembly total is greater than Zero: This means the imported Inventory list item had a quantity of 0, so the item formula is 0.

    Inventory items and One off items

    Inventory items and one-off items are displayed as a single line.
    GP Aroflo - Preparting Qts_v7.19_Inventory Items

    📝 Inventory items with Detailed pricing "Enabled" will not show the Unit Rate in Groundplan .

    When importing your measurement totals into your AroFlo Quote, the Unit rate will be populated.
    To see Unit Rates within Groundplan Project, you would need to use an Assembly (Inventory List.)

    Additional Labour

    The additonal labour you've added in Groundplan will appear as a single non-editable line item with no pricing as pricing is set in AroFlo.
    GP Aroflo - Preparting Qts_v7.19_Addl Labour

    Labour pricing from items created in Groundplan won't come across to AroFlo

    The best practice for this is to use the Unit rate field on each item by adding unit rates to AroFlo inventory items and to one-off items added into the measurements in Groundplan.
    GP Aroflo - Preparing Qts_v7.19_Labour from GP

    Refreshing data of Aroflo items in your project

    After updating pricing and unit rates on your AroFlo Inventory Items or Inventory Assemblies, you will need to manually sync your data in Groundplan by going to the Aroflo setup page.

    Resyncing Aroflo

    Once you have synced your updated Aroflo data to Groundplan, you can refresh the value and sell of your inventory items. Additionally, you can also refresh the unit rate of the inventory items in the assemblies.

    1. Scroll or use the Jump to stage dropdown to select your stage;
    2. Locate the inventory item line. This can be either a stand alone item or it could within an assembly;
    3. To the right of the Total Hours, click the blue refresh circle button.

    GP Aroflo - Preparting Qts_v7.19_Resyncing Items and assemblies

    📝 Please note:
    1. If you have adjusted the value, sell or unit rate on an Inventory item within an Assembly the "adjusted value" will be overridden by the new value after refreshing the data.
    2. If you have adjusted the value or sell on a standalone Inventory item the "adjusted value" will be overridden by the new value after refreshing the data, but not the unit rate.
    3. When refreshing an inventory item, this will only update the line reflected.
      It will not affect the inventory item:
      • Within the same Inventory List in another measurement or on another stage;
      • Within other Assemblies or Inventory lists;
      • Within other measurements.

    GP Aroflo - Preparting Qts_v7.19_refreshing data

    Adjusting the "Value"

    Where required, you can adjust the Value (cost) of an Inventory Item or a one-off item before exporting your quantites.

    1. Scroll or use the Jump to stage dropdown to select your stage;
    2. Locate the item line. This can be either a stand alone item or it could be within an assembly;
    3. Click into the Value box;
    4. Type in the new value;
    5. Click out of the box;

    The new value subtotal will now show in the Value Subtotal column.

    Adjusting the "Sell"

    Where required, you can adjust the sell price of an Inventory Item or One-off item before exporting your quantites. To do this:

    1. Scroll or use the Jump to stage dropdown to select your stage;
    2. Locate the item line. This can be either a stand alone item or it could be within an assembly;
    3. Click into the Sell box;
    4. Type the new value;
    5. Click out of the box;

    Adjusting the "Unit Rate"

    Where required, you can adjust the Unit Rate of an Inventory Item or One off item before exporting your quantites.

    1. Scroll or use the Jump to stage dropdown to select your stage;
    2. Locate the item line. This can be either a stand alone item or it could be within an assembly;
    3. Click into the Unit Rate (Hrs) box;
    4. Type the new value
    5. Click out of the box

    The new total hours will now show in the Total Hrs column.

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