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Smart Quote readiness

Smart Quote readiness identifies referenced-item data that can make a configuration incomplete or commercially unsafe. Open a product and select Smart Quote Readiness to review cost, price, item-master lead time, availability, and reference signals.

Daily evaluation

Daily evaluation is off by default. A tenant ADMIN can enable it under Setup > Settings > Smart Quote Readiness.

When enabled, VELO.API evaluates active Smart Quote products once per day. Email delivery is consolidated:

  • each product maintainer receives one report for their maintained products;
  • each affected product is assigned to one active tenant ADMIN using a rotating distribution;
  • a recipient receives one consolidated email even when they are both maintainer and selected ADMIN;
  • reports are not broadcast to every ADMIN.

Checks

The evaluator reports non-positive item-master lead time, inactive or unavailable items, missing required item data, and cost or price values requiring review. A non-positive lead time is shown as unavailable rather than zero days.

Cost and price changes use both percentage and absolute thresholds. A change must meet both thresholds before it is material. The first successful observation establishes a baseline and does not create a change alert.

Settings

Tenant ADMINs can configure:

  • enable daily evaluation and email reports;
  • cost-change percentage and absolute thresholds;
  • price-change percentage and absolute thresholds;
  • the number of days before a finding is overdue;
  • delivery to product maintainers;
  • rotating distribution across tenant ADMINs.

Leaving daily evaluation disabled does not affect on-demand readiness information on the product page.