Reference

1. 1

   Check context

   Confirm the correct account, company, project, warehouse and date range.

2. 2

   Check access

   Review membership, role, permissions and current status.

3. 3

   Check data

   Check required fields, filters and the underlying source.

4. 4

   Refresh

   Refresh or reopen the view.

5. 5

   Escalate

   Contact support if the problem persists.

If a project or booking is missing, check account, membership, invitation, dates, filters, context and status. If edit or approval is unavailable, the role may be insufficient, status incompatible or the action may belong to another route location.

Check restrictions, resource and zone conflicts, time rules, locations and required data. For Magic Inbox, check project address, successful sending, file type, the 15 MB limit, clear source fields and source metadata.

For stock discrepancies, check current stock, reserved quantity, related bookings, ledger, location and adjustments. A code may be deactivated, linked elsewhere, unreadable or absent in the current environment.

Notifications depend on recipient role and preferences. Missing metrics can result from missing activity or fields; missing data is not zero. If AI conflicts with a metric, use the structured metric. Weather requires usable location data, external availability and forecast coverage.