The warnings system flags potential pricing issues in your BOM before you generate a quote — helping you catch missing prices, unassigned lots, and margin problems before they reach your customer.
| 1.What Triggers Warnings |
A warning appears when any of the following conditions exist on a line item or lot:
A lot is unassigned or assigned to a hidden product.
A product or lot has 0% or negative margin (sell price is too low or missing).
A product or lot has no Extended Sell Price — because quantity, sell price, or both are missing.
The manufacturer is not part of your Company Manufacturer list.
| 2. How Warnings Appear in the Pricing and Lead time Tab |
Toggle the Warning Toggle on to view or hide warnings in the tab.
When warnings are on, you'll see a count of issues (e.g., "3 Warnings").
Orange highlights indicate exactly where the problem is:
Missing Extended Sell Price → Quantity/Sell Price cells highlighted.
0% or Negative Margin → Margin cell highlighted.
Unrecognized Manufacturer → Manufacturer cell highlighted.
Multiple warnings → All affected cells highlighted.
| 3. How Warnings Appear at Quote Creation |
If your quote has unresolved warnings when you click Create Quote, a modal will appear. You can choose to:
Review Warnings — returns to the Pricing & Lead Time tab with warnings turned on.
Proceed Anyway — continues creating the quote with unresolved warnings.
Note: Warnings also appear on the BOM selection screen as a reminder of any unresolved issues before generating your PDF. |
| 4. Customize Warning Settings |
Admins can set default warning preferences for all BOMs in a branch. Individual users can also adjust warnings on a quote-by-quote basis.
Admin — set branch defaults:
Go to ⚙️ Settings > Branch Location > BOM Settings.
Toggle each warning type on or off as your default.
Users — adjust for a specific BOM:
In the Pricing & Lead Time tab, click the three vertical dots.
Select Warning Settings and toggle individual warnings on or off.
Warning types you can toggle:
Missing Extended Sell Price
No Margin
Unassigned Lots
Manufacturer Outside of Company List
Additional warning modal (reminder before quote creation)
Note: Warnings do not block quote creation unless the reminder modal is enabled. Once all warnings are resolved, the toggle disables and confirms there are no issues remaining. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.