Troubleshooting Quotes

The vendor's email didn't auto-fill. Emails are matched from your vendor directory by the product's vendor name. A blank field means that vendor has no email on file. Fix it by adding an email to the vendor record (People → Vendors), or just type it into the RFQ before sending. Reps with an email show as selectable "Also send to" chips.

Some items landed under "Unassigned vendor." Those products have no Vendor set in the Library. Set a vendor on the products (so they group correctly) or type an email into the Unassigned group to send it anyway.

Product images look broken on the quote or vendor page. Images are pulled live from the catalog and refreshed every time a quote is opened, so this is resolved — including for quotes created earlier. If an item still shows no image, the product has no image in the Library; add one and it will appear.

"Fill from PDF" or "Parse with Walter" returned nothing. These tools use Walter (AI), which must be enabled on your account. If it isn't — or the PDF/message contains no readable pricing — nothing is filled and you can enter values manually. The vendor's PDF stays attached and downloadable.

A team member can't find Quotes in the menu. Quotes is hidden by default. Grant it under Settings → Permission Sets by enabling View quotes on the member's role. The account owner sees it automatically. (See Article 9.)

The vendor says their link expired. Links are valid 30 days from send. Create a new RFQ for those items to issue a fresh link.

The account number is blank on the vendor page. It comes from the account number field on the vendor's record. Add it in People → Vendors and it will show on their quote page.

The company header (logo/name) is missing on the vendor page. The header reads from your company settings. If the logo, name, email, phone or website is blank there, it won't appear on the vendor page — fill those in under company settings.

"Apply to Library" didn't seem to change anything. Apply writes to the linked Library product for that line. If the line has no linked product, or the vendor left the field blank, there's nothing to write. Confirm the item came from the Library and that the vendor entered a price.

I created POs but the vendor looks wrong. The PO vendor is resolved from the quoted vendor's name. If the name on the product's vendor differs from an existing vendor record, a new minimal vendor may be created. Standardize vendor names in your directory to avoid duplicates.

A quoted price shows no "vs Library" difference. The delta only appears when the Library item has a stored cost to compare against. Items with no cost on file simply show the quoted price with no comparison.

Quick glossary

• RFQ — Request for Quote; the request you send to vendors.

• Lead time — how long the vendor needs before the item ships.

• MOQ — Minimum order quantity the vendor requires.

• Extension (Ext.) — unit price × quantity for a line.

• Apply to Library — writing a vendor's quoted values into your catalog product.