Deleting Assembies & Cost Items

How do I delete a large number of Cost Items and/or Assemblies?

Goldenseal construction estimating software includes several Starter Files, which including price assemblies for a wide range of construction work.

If you want to reduce the number of Assemblies and Cost Items in one of the Starter Files, follow these steps:

FIRST-- Make a Backup Copy

Before you make any big changes to your company file, make a backup copy! Then if you make a mistake, you can always go back to where you were at the beginning!

HINT-- Rename the backup so it has the date and time in the file name. Then you won't get confused about which file is which.

Next-- Remove Excess Templates

Follow these steps to remove any templates that don't apply to your business:

  1. Choose Templates from the Options menu.
  2. Take a look at the list of templates. If one is not useful to you, click on it, then click the Delete button.
  3. Repeat step 2 until you have removed all unneeded templates.
  4. Click the Done button.

Next-- Adjust the Estimates

Follow these steps to modify our Estimating templates to match your business:

  1. Choose Estimates from the Income menu.
  2. Take a look at the first Estimate, which is a template.
  3. If you don't need it at all, choose Delete Record from the Edit menu.
  4. If you want to change it, look through the items in the list, and add/remove/change items there.
  5. When you are finished, click the right side of the "book" browser control to go to the next record.
  6. Repeat steps 3 to 5 for each estimating template.

Next-- Adjust the Assemblies

After you have removed any unnecessary templates, you can delete any Assemblies that are not used in one of the templates. To easily check our Assemblies and delete the ones you don't need, follow these steps:

  1. Choose Inventory from the Reports menu, and choose Assemblies from the submenu.
  2. Click the Update button.
  3. Look through the list, and decide on the approximate number of items you'd like to delete. HINT-- If you think you may expand your business later, you may want to keep some items "just in case"!

If you are deleting just a few items, follow these steps:

  1. Look through the list. When you see an item you'd like to delete, double-click on that row in the report.
  2. You'll see the Assembly record.
  3. Choose Delete Record from the Edit menu. NOTE-- If the command is gray, that Assembly is used in an Estimate. You'll need to remove it from all Estimates before you can delete it.
  4. Repeat steps 1 to 3 for each Assembly you want to delete.

If you are deleting many items (but less than half), follow these steps:

  1. Look through the list. When you see an item you'd like to delete, double-click on that row in the report.
  2. You'll see the Assembly record. Click on the flag box in the lower left corner to mark it.
  3. Repeat steps 1 and 2 for each item you'd like to delete.
  4. When you are finished marking items to delete, choose Assemblies from the Costs menu.
  5. Choose Find from the Edit menu.
  6. Click on the flag box in the lower left corner so the checkbox is on.
  7. Click the Find button.
  8. Double check the Assemblies to make sure all the found items are ones you want to delete.
  9. Choose Security from the View menu, and choose Delete Multiple from the submenu.
  10. Goldenseal will remove all the items that you marked for removal.

If you are deleting more than half of the Assemblies, follow these steps:

  1. Look through the list. When you see an item you'd like to keep, double-click on that row in the report.
  2. You'll see the Assembly record. Click on the flag box in the lower left corner to mark it.
  3. Repeat steps 1 and 2 for each item you'd like to keep.
  4. When you are finished marking items to save, choose Assemblies from the Costs menu.
  5. Choose Find from the Edit menu.
  6. Click twice on the flag box in the lower left corner so the checkbox is off.
  7. Click the Find button.
  8. Double check the Assemblies to make sure all the found items are ones you want to delete.
  9. Choose Security from the View menu, and choose Delete Multiple from the submenu.
  10. Goldenseal will remove all the found Assemblies.

Next-- Adjust the Cost Items

After you have removed any unnecessary Assemblies, you can delete any Cost Items that are not used in any Assemblies. To easily check our Cost Items and delete the ones you don't need, follow these steps:

  1. Choose Inventory from the Reports menu, and choose Cost Items from the submenu.
  2. Click the Update button.
  3. Look through the list, and decide on the approximate number of items you'd like to delete. HINT-- If you think you may expand your business later, you may want to keep some items "just in case"!

If you are deleting just a few items, follow these steps:

  1. Look through the list. When you see an item you'd like to delete, double-click on that row in the report.
  2. You'll see the Cost Item record.
  3. Choose Delete Record from the Edit menu. NOTE-- If the command is gray, that Cost Item is used in an Assembly, Material Purchase or other record. You'll need to remove it from all other records before you can delete it.
  4. Repeat steps 1 to 3 for each Cost Item you want to delete.

If you are deleting many items (but less than half), follow these steps:

  1. Look through the list. When you see an item you'd like to delete, double-click on that row in the report.
  2. You'll see the Cost Item record. Click on the flag box in the lower left corner to mark it.
  3. Repeat steps 1 and 2 for each item you'd like to delete.
  4. When you are finished marking items to delete, choose Cost Items from the Costs menu.
  5. Choose Find from the Edit menu.
  6. Click on the flag box in the lower left corner so the checkbox is on.
  7. Click the Find button.
  8. Double check the Cost Items to make sure all the found items are ones you want to delete.
  9. Choose Security from the View menu, and choose Delete Multiple from the submenu.
  10. Goldenseal will remove all the items that you marked for removal.

If you are deleting more than half of the Cost Items, follow these steps:

  1. Look through the list. When you see an item you'd like to keep, double-click on that row in the report.
  2. You'll see the Cost Item record. Click on the flag box in the lower left corner to mark it.
  3. Repeat steps 1 and 2 for each item you'd like to keep.
  4. When you are finished marking items to save, choose Cost Items from the Costs menu.
  5. Choose Find from the Edit menu.
  6. Click twice on the flag box in the lower left corner so the checkbox is off.
  7. Click the Find button.
  8. Double check the Cost Items to make sure all the found items are ones you want to delete.
  9. Choose Security from the View menu, and choose Delete Multiple from the submenu.
  10. Goldenseal will remove all the found Cost Items.

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