I am loving the search ability within the takeoff. I had a few ideas to make this even more powerful
(1) It would be great if the user could generate a custom .csv export/takeoff based on these criteria.
(2) Giving the user the ability to add secondary parameters to the search would be fantastic. For example one might search for “screw” + “hinge” and then export this data. Or if there were perhaps “hinge” + “Mitre 10”, and then “hinge” + “Bunnings”.
This would make generating custom purchase orders and takeoffs an absolute breeze!
Thank you for the great suggestions, we really appreciate receiving this kind of feedback.
The ability to search for multiple items sound like it could be quite useful! I’ve taken the suggestions back to the development team for further discussion.
Another alternative to getting the result you’re after is to export saved reports for the different vendors & cost codes. I’ve outlined the steps to do this in the Exporting Saved Reports Steps section below.
Exporting Saved Reports Steps
After generating a takeoff, click the Generate Reports button.
Select the Vendor & Cost Code for the report, then click Generate. Note: These will need to be assigned for each item beforehand.
Click on the Saved Reports section tab.
Click on the Export all Reports button & save the file on your computer. Note: The file will be exported as a XLS file.
I was just talking with @Andrew & he raised a great idea, that what you’re requesting to do can be achieved by using the “takeoff via cost code” options in the takeoff.
Yes, takeoff by cost code enables you to filter the results. @brilliantbydesign However generating a purchase order by supplier is the correct answer. This enables you to filter cost codes by supplier and choose which cost codes you want to order. For example, bunnings will make multiple deliveries on a project.
Frame hardware (Dyna bolts, damp course)
Eaves (FC sheet joiners and mouldings)
Lock up (hinges locks and screws ETC.)
If you want to break this down into more granular items simply add another cost code Eg 17a 17a1
The above 3 items should have 3 different cost codes so the purchase order can be placed individually according to the job’s progress. My rule of thumb is that if the item requires a different delivery, it should have a variation of the cost code.
This is not required for taxation purposes in XERO or Quickbooks, yet in some cases, the builder wants to create reports to negotiate bulk buy prices on particular items.
