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Item Validation settings
Item Validation settings

How to configure the Item Validation settings so your quotes don't have items with insufficient details.

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Written by Ashok P
Updated over 5 months ago

With Supplier-Provided pricing enabled on Cloud, products in your catalog have their unit cost, unit price, and MSRP updated by the supplier. You have the option to change this based on discounts you get from the supplier or discounts you want to offer to your customers.

If you are not familiar with Supplier-Providing pricing, check out this article.

Cloud also provides labor recommendations for products via the "Category Rules" feature, so you don't have to add labor for items individually. Category rules allow you to let Cloud add the labor along with the item when you add the item to the quote or suggest a labor estimate that you can accept in the item's side panel.

Check out this collection of articles for more details about Category Rules.

If you prefer to import products manually, your catalog may have items that do not have cost, price, and labor details. In such a case, you will need a way to identify items that do not have all the details.

Cloud has an "Item Validation" feature to ensure the items have cost, price, MSRP, and labor details when added to the quote. Once this feature is enabled, Cloud checks every item added to every quote and displays an alert next to the item when it does not pass the validations.

Configure Item Validation settings

Item Validation settings are listed under "Settings > Quote > Item Validation." Currently, there are 6 settings, and by default, all are enabled.

If you want to enable or tweak these settings from within a quote, go to the 3-dot menu of the quote and click "Settings > Item Validation Settings." This will open a modal with the settings. You can make the changes here.

The changes you make to the Item Validation settings apply to all Open and In-Progress quotes from all users in your Cloud account and to the new quotes added.

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