What is a purchase list and why would I use it?

The first part of interior design is the creative and visual “moodboarding” stage and the second part becomes more “technical”. The actual procurement and purchasing of products proposed on the moodboard happens after the moodboard design is created, presented and approved by the client. This is called the Purchase List.

Some designers choose to create moodboards using items from popular retail vendors and provide the final moodboard including a separate purchase list to their client to handle the details (also known as ‘shop the look yourself’). This option has become a standard e-design service offering for many of our customers.

Traditional interior designers still handle the FF&E (Furniture, Fixture and Equipment) purchasing. It simply means purchasing all the approved goods on behalf of the client, and this is only logistically possible if you reside in the same area as your client.

In both scenarios having a Purchase List attached to the moodboard is a must and with SampleBoard this time-intensive steps has been streamlined for you!

In this article we will show you:

  1. How to create your purchase list

  2. How to preview the purchase list

  3. How to export your purchase list


How to create your purchase list

The Details tab is where the Purchase List (a detailed list of the product items used on your moodboard) is generated from. The Details tab is specific to the product image on the canvas, and is not connected or related to the image within your image library.

The information supplied by you in the Details tab will save to the product photo, onto the canvas, and automatically generate a Purchase List that you can export and save to your computer.

The details tab enables you fill in the following information associated with a product image:

  • Product name

  • Description

  • Vendor

  • Dimensions

  • Currency: specify your currency - USD, AUD, $, £, ZAR etc.

  • Unit/Client price: The amount you are buying it at, and the amount you are selling it to your client

  • Quantity: how many of these products to add to your purchase list

  • Markup: for your own information, this shows the markup percentage of the item

  • Link enabled: choose to show a mouse hover to allow to click on the product image and be taken to the hosted URL page

  • Product link: add the URL link to the store


How to add product detail to a product photo

  • Select the product photo on your canvas by clicking on it

  • The Image Editing tab will open automatically. If it does not, you can manually open it by clicking << icon on the right-hand side toolbar.

  • Open the [DETAILS] tab by clicking on it

  • Fill in the details in the text boxes provided

You can continue filling in all product item details you want to showcase in your Purchase List.


How to preview the purchase list

Once done, you can preview your Purchase List by clicking the [VIEW PURCHASE LIST] button at the bottom toolbar.

The purchase list preview will open:

Once you’re satisfied with the purchase list information, you can:

  • Add your company logo to create a professional brand by clicking the 'add company logo' and uploading your logo from your computer


How to export your purchase list

Along with your moodboard that showcases the complete proposal in one cohesive proposal.

  • Export to your computer as an Excel document, to edit further,

  • PDF document, ready to present to your client, online or offline.

  • The cost of the moodboard items will auto-magically add up and total your purchase list price for you.

*Only available to Professional and Agency subscribers


Resources:


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