Estimate Room Locations

Feature

Goldenseal estimating software now allows you to enter room locations for each line item in an estimate. When you enter a room, Goldenseal will fill in the calculated quantity, based on measurements for that one room.

This feature will allow you to create true "room by room" estimates, with detailed specs for each room.

NOTE-- This new feature is different from the current Location column, which shows stock locations that you enter via Costs--Location Setup--Locations.

Suggested By

This one has been on our to-do list for a long time.

How to Use

To add a column showing room locations, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
2. Enter Estimates into the Transaction popup field at upper left.
3. Enter Items into the Layout popup field.
4. Click in the report table.
5. Choose Add Column to Table from the Edit menu.
6. Choose Room from the list of available fields.
7. Click OK.
8. Close the layout and save changes.

To set up Assemblies so they will fill in an amount when you choose a room for that item, follow these steps:

1. Choose Assemblies from the Costs menu.
2. Locate the assembly you want to change.
3. Click the Sales Setup button.
4. Enter a value into the new Suggested Room Quantity field. If you'd like to use a calculated amount, turn on the Calculated checkbox next to the clairvoyant field.
5. Click OK.

NOTE-- Right now this feature is still in "beta" form. It works OK in our testing, but there may be minor problems or design flaws that will be fixed in future updates. If you try this feature, please let us know of any problems! We will also be adding Suggested Room Quantity values for our current assemblies, in some future version.

Technical Details

Programmer note-- code changed in CEstItemBreakdownTable::FillSuggestedQuantity and elsewhere.