Import document line items to a construction quote with Alfie after review

A supplier PDF, customer schedule or measurement sheet can contain useful quote lines and hidden ambiguity. Importing every row directly risks duplicate headings, wrong units and prices that belong to a different commercial context.

Verify the source, identity and current state

The current Alfie product page positions Alfie as a governed execution layer where context, permissions and confirmations work together. Current application source registers review_line_item_import and import_line_items_to_offer; it is classified as web-only review and import steps. This page does not promise an external integration, autonomous outcome or availability beyond what the source supports.

Turn the request into one bounded decision

Identify the source file, customer, quote version and intended rows. Review descriptions, quantities, units, purchase values, selling values, VAT treatment and conflicts before choosing which lines may be imported.

Keep evidence and separate the next actions

Keep the original file, extraction result, exclusions and confirmer. The review does not send the quote, change its status or import the same rows into a calculation; those remain separate actions.

Test exceptions before daily use

Test a missing identifier, two records with the same name, insufficient permissions, stale source data and a temporarily unavailable system. Alfie should stop with a focused question or a proposal that has not executed. Keep the original request, selected record, relevant source fields, user, timestamp and confirmation without copying more personal or payment data than needed.

Repeat the check when the party, amount, scope, schedule, recipient or document version changes. An earlier result is context, not automatic permission. Define who can correct an error, who must be informed and when the exception is genuinely closed.

Make the result readable to a colleague who did not prepare the record. They should see which facts were established, what uncertainty remains and which action was executed or blocked. Free text can explain the evidence, but it does not replace identity, source or confirmation.

Before rollout, rehearse correction as well as success. Record how the team finds an incorrect selection, which dependent records need review and who may confirm the repair. This keeps one mistake bounded to its record instead of copying it into a schedule, quote, purchase decision or invoice.

Connect preparation to governed execution

Enfin connects the customer, supplier, quote, project, task, item, cost item and invoice in one construction record. Alfie can prepare information and propose an action within available permissions; an authorised user confirms consequential actions. Explore Enfin, compare pricing or discuss your workflow.