How to Fix Costing Checks Before Sending

Summary

Overview: Pippify checks every costed quote as you build it. Problems under Fix before sending stop the quote from going out. Items under Worth a look are warnings you can send with. Click a check to jump to the part that needs fixing.

Prerequisites:

• A costed quote is open.

Step-by-Step Instructions

Step 1: See which quotes need fixing

1. On the Quotes page, the Next step column shows Fix N things before sending or Ready to send · N to look at.
2. Turn on the Checks column (Columns › Checks) to see Ready, N to fix or N warnings for each costed quote.
3. In the Review Queue, a costed quote's card lists its blocking checks in red, and Approve & Send stays off until they're fixed.

Step 2: Open the checks

1. Open the quote and click the Show details icon.
2. In Checks, read Fix before sending first, then Worth a look. When nothing is left, it reads No checks to fix. Ready to send.
3. Click a check to jump to its program, hotel set, day or line.
4. Next to Approve & Send, Pippify shows the first thing still blocking the send.

Step 3: Fix what blocks the send

Fix each item, then wait for the chip to show Saved. Common ones:

1. "Add at least one program": click + Add program.
2. "Set the number of paying travellers before pricing": set Paying travellers (pax basis) in the trip strip.
3. "Set the exchange rate from [cost currency] to [sell currency] in the pricing policy": enter the Exchange rate in Pricing rules for this version.
4. "[Program] has no days yet" or "[Program] has no services yet": add days, or add at least one priced service.
5. "[Program] has no hotel set yet": add a hotel set with hotels.
6. "[Hotel] has no room rate yet": enter the Rate per room per night.
7. "[Hotel set] has no hotel for the night of day N": add the missing hotel to that hotel set, or link the night to a hotel the set has.
8. "[Line] on day N has no cost yet" (or "[Service] has no cost yet"): enter the cost for that line.
9. "Day N of [Program] has no date": set the day's date.
10. "Day N of [Program] sleeps in [City], which is not one of the program's destinations": add the city to Destinations, or change Overnight in.
11. "Day numbers in [Program] must run 1, 2, 3 without gaps".
12. "A version holds either day-by-day programs or one services program, not both": remove the program that doesn't fit.
13. "[Program] is a services program and cannot hold hotel sets", or "[Line] is not a service; a services program holds priced services and notes only": change or remove that item.

Step 4: Review the warnings

These don't stop the send, but check them:

1. "Day N of [Program] sleeps in [City] but has no hotel night, so that night is not priced".
2. "[Line] carries [amount], which looks like an airfare; only fees are costed on flight lines".
3. "[Line] carries a per-person cost that its type does not use" (or a single-supplement cost).
4. "Markup on [Program] is below the workspace default of [markup]".
5. "Pricing for N paying travellers while the client asked for X to Y".
6. "[Program] starts on [date], which is in the past".
7. "[Hotel]'s rate is valid [from] to [to], outside the travel dates".
8. "The document mentions [figure], which matches no figure in the costing": a price in the document text doesn't match the costing.
9. "Rates for this trip not used: …", "Rates in … were not used: …" or a line that uses [rate], valid only to [date]: Supplier Rates notes.
10. "[Line] still says 00:00H": replace the placeholder time with the real time.
11. "The document had been edited by hand; it was re-rendered from the costing": click Open the Document view to check the text.

Verify It Worked

Success criteria:

• Checks shows no Fix before sending items.
• Approve & Send is turned on.
• The Quotes page shows Ready to send.

Troubleshooting

Common errors

• "This quote cannot be sent yet: …": a blocking check is still open. Fix: fix the check named in the message.
• Saving your changes… next to Approve & Send: wait until the chip shows Saved.
• Could not save in the header: click (retry).

Limitations & considerations

• Checks are counted for the current version only. Older versions show — in the Checks column.
• Blocking checks also stop Log as sent off-channel.

Next Steps & Related Resources

• Next steps:
  • How to Preview, Download and Send a Costed Quote
• Related articles:
  • How to Build a Costing
  • How to Price a Costing
  • How to Manage Supplier Rates
  • Why Didn't Pippin Send a Quote?

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/12/2026