Sample quote with made-up companies and prices. Nothing you do here is saved.

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Try a sample quote

This is the review screen with a made-up manufacturer's quote already read. Change anything, run the checks, approve it and download the CSV. The checks are the same ones your own quotes get.

  1. 1Compare what was read with the quote
  2. 2Fix what's flagged
  3. 3Run the checks
  4. 4Approve and download the CSV

Pick a sample quote

What was read

Quote HQ-24152

Needs review · 2 to check
Vendor
Halverson Furniture Group
Quote number
HQ-24152
Quote date
2026-10-27
Lines
4 · 9 options

Hover a value to see where it was printed.

Try this. Line 2 prints 9 × 349.00 as 3,411.00, with two digits of 3,141.00 transposed. The quantity and price match the quote, so the quote's own extension is wrong. Change the quote total to 4,897.00 and run the checks: the total clears and line 2 stays flagged. Approve it with a note saying the vendor confirmed 3,141.00.

On the whole quote

Total doesn't add up. Printed total 5167.00 vs lines 4897.00

Compare each line and charge with the document, then correct the misread value or the total.

TOTAL_MISMATCH

Line 1 · page 2

Adds up

12 × 88.00 = 1,056.00

Options (2)

Printed on page 2: HFG-C1180 12 $88.00 $1,056.00

Line 2 · page 2

1 to check

9 × 349.00 = 3,141.00 · quote shows 3,411.00

Line total doesn't add up. 9 x 349.00 = 3141.00; the quote shows 3411.00

Check the quantity and unit price against the quote and correct whichever was misread. If both match the quote, its printed extension is wrong: approve with a note saying so.

LINE_TOTAL_MISMATCH

Options (3)

Printed on page 2: HFG-C2290 9 $349.00 $3,411.00

Line 3 · page 2

Adds up

2 × 112.00 = 224.00

Options (2)

Printed on page 2: HFG-T3600 2 $112.00 $224.00

Line 4 · page 3

Adds up

1 × 476.00 = 476.00

Options (2)

Printed on page 3: HFG-W4296 1 $476.00 $476.00

Charges and total

Discounts are negative. The quote total is checked against the lines plus these.

No discount, freight, tariff or fee is printed on this quote.

Lines (4)
4,897.00
Adds up to
4,897.00

Off by 270.00; line 2's printed extension accounts for all of it.

Checked when the quote was read. 2 flags are open.

Approve

Nothing exports until a person approves it.

Before you can approve

  • 2 flags are still open. Add a short note saying why it's OK to approve.

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