Shopping List Report Tutorial
Learn how to use the Shopping List Report to streamline the material purchasing process for your rehab projects.
The Shopping List Report is a powerful report that can be used to organize, manage and streamline the material purchasing process, which save you time and keep your material costs under budget.
The Shopping List report is a fully automated report, and automatically pulls over all material items along with the material descriptions, quantities, & unit costs from the Repair Cost Budgeter.
Changing Descriptions, Quantities or Costs
If you want to change any descriptions or quantities on the Shopping List report, you much change them on the Repair Cost Budgeter.
For our rehabbing business, we typically create a shopping list that we take it to Lowes or Home Depot to help organize the quantities of materials we need to purchase, and manage our budgeted unit costs and total budgets for each material item.
We will either go on line or head to the store to identify the materials and finishes that we want to use for the property and those SKU #s into the report.
Creating a Shopping List
We understand that when you are purchasing materials for your projects, you will likely make several shopping trips to Home Improvement store to buy specific items for specific stages of the project.
That’s why the report gives you the ability to create a Shopping List with specific material items, by simply placing an ‘x’ next to the items you are shopping for.
For this shopping trip, we are going to be purchasing the Doors, Trim, and Hardwood Flooring for the project.
Once you’ve placed an ‘x’ next to each shopping item, you will click the ‘Show Shopping List’ button at the top of the page, which will only show the selected shopping list items.
Once you’ve finalized your shopping list, you can print the report and take to the PRO Desk at Lowes or Home Depot and place a bulk order for your materials.
Designating an Item as Purchased
After you have purchased the materials for your project, you can place an ‘x’ next to the items that have been purchased.
Hiding Purchased Items
You can then use the ‘Hide Purchased’ button to hide previously purchased items, so you will know which materials you have left to purchase.
Resetting the Shopping List Report
If you would like to reset the Shopping List report sorting, you can click the Reset button in the upper right side of the page, which will reset the Shopping List to show all Shopping List items.
Printing the Shopping List Report
To print the shopping list report, you can print to a paper printer or you can print the report to a PDF using the standard Excel print settings.