Who: whoever owns data hygiene — usually the Items owner.
When: weekly skim; deeper pass after any big import.
Agents run in the background to detect duplicates and fill missing conversions and default prices — the catalog stays clean without you hunting for problems.
Where
Inventory → Reports → Data Agents. Tabs: Inventory Items, Vendor Items, Vendors, Estimates.
Duplicates
The first three tabs are review queues of likely duplicate groups (the Inventory Items tab shows recipe and vendor-item counts to judge by):
- Merge — pick the keeper; associated records move to it, the rest are deleted. Cannot be undone.
- Ignore — tells the agent the pair is genuinely different; it stops asking.
Estimates
The Estimates tab reviews what the AI filled in:
- Default Prices — for items with no purchase history. Saving a manual value drops the row from the AI queue.
- Unit Conversions — override with a manual quantity or remove.
- Vendor Conversions — open the linked item to enter an exact conversion, or remove.
Every estimate keeps its history, an applied estimate can be reverted, and prices from unapproved invoices are excluded from estimates — reviewing is never a one-way door.
Run All Estimates queues a mass estimate across the chain; a progress banner tracks it while you keep working.
Estimates are scaffolding, not truth. Anything AI Estimated feeding a high-volume recipe deserves a real-world check — weigh the case, read the label, overwrite.
