> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumberflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Troubleshooting

> Resolve common issues and optimize your LumberFlow experience

## Common Issues & Quick Solutions

### Kanban Card Display Issues

<AccordionGroup>
  <Accordion icon="exclamation-triangle" title="Cards showing numbers instead of product names">
    **Problem**: Kanban cards display "233", "123" instead of "Douglas Fir 2x8 No.2\&Btr"

    **Solution**:

    1. This occurs when procurement plans are created with incomplete product specifications
    2. **Immediate Fix**: Recreate the procurement plan with complete dimension, species, and grade information
    3. **Prevention**: Always fill out all product specification fields in the lumber plan form

    **Steps to Fix**:

    * Navigate to the problematic sourcing request
    * Click "View Details"
    * Update the dimension, species, and grade fields
    * Save changes to display proper product names
  </Accordion>

  <Accordion icon="chart-line" title="Quote analytics not appearing on cards">
    **Problem**: Cards don't show quote count, lowest price, or response timing

    **Root Cause**: Cards only display analytics when quotes have been received and processed

    **Solution**:

    1. Ensure sourcing requests have been sent to suppliers
    2. Verify supplier email addresses are correct
    3. Check that suppliers have responded with quotes
    4. Confirm AI email processing is working (check validation queue)

    **Expected Timeline**: Analytics appear within 1 hour of quote processing
  </Accordion>

  <Accordion icon="refresh" title="Cards not updating with new information">
    **Problem**: Changes not reflecting on the dashboard

    **Solution**:

    1. **Browser Cache**: Clear browser cache and refresh the page
    2. **Hard Refresh**: Press Ctrl+F5 (Windows) or Cmd+Shift+R (Mac)
    3. **Session Reset**: Log out and log back in
    4. **Browser Compatibility**: Ensure you're using a supported modern browser
  </Accordion>
</AccordionGroup>

### Bulk Selection Issues

<AccordionGroup>
  <Accordion icon="check-square" title="Bulk actions not appearing">
    **Problem**: Bulk select enabled but no action buttons visible

    **Root Cause**: Actions only appear when selected cards have compatible statuses

    **Solution**:

    1. **Check Card Status**: Only select cards in the same status (all TO\_SOURCE, all QUOTING, etc.)
    2. **Mixed Status Handling**: System shows actions valid for all selected cards
    3. **Minimum Selection**: Some actions require at least 2 cards selected

    **Compatible Combinations**:

    * TO\_SOURCE cards: "Send RFQs" action available
    * QUOTING cards: "Send Counter Offers" action available
    * NEGOTIATING cards: "Continue Negotiations" action available
  </Accordion>

  <Accordion icon="users" title="Email thread continuity warnings">
    **Problem**: System warns about multiple email threads in selection

    **Explanation**: This prevents communication confusion with suppliers

    **Best Practice**:

    1. Group selections by supplier when possible
    2. Review thread warnings before proceeding
    3. Consider separate operations for different suppliers
    4. Use supplier-specific messaging when appropriate
  </Accordion>
</AccordionGroup>

### AI Processing Issues

<AccordionGroup>
  <Accordion icon="robot" title="Email processing delays">
    **Problem**: Supplier emails not automatically processed

    **Troubleshooting Steps**:

    1. **Email Address Verification**: Ensure supplier email addresses are correct and current
    2. **Spam Folder Check**: Verify supplier emails aren't going to spam
    3. **Format Recognition**: AI works best with standard quote formats
    4. **Processing Queue**: Check if quotes are pending in validation queue

    **Resolution Time**: Most emails process within 15-30 minutes
  </Accordion>

  <Accordion icon="exclamation-triangle" title="Quote extraction accuracy issues">
    **Problem**: AI misreads pricing or specifications from supplier emails

    **Immediate Action**:

    1. Use the validation interface to correct errors
    2. Provide detailed feedback during validation
    3. Contact suppliers about unclear formatting

    **Long-term Improvement**:

    1. Encourage suppliers to use consistent formats
    2. Share preferred quote templates with key suppliers
    3. System learns from your corrections over time
  </Accordion>

  <Accordion icon="message-circle" title="Communication generation issues">
    **Problem**: AI-generated emails need significant editing

    **Optimization Steps**:

    1. **Update Preferences**: Configure your communication tone and style preferences
    2. **Use Custom Instructions**: Provide specific requirements in instruction fields
    3. **Build Template Library**: Create reusable templates for common scenarios
    4. **Review Settings**: Check organization profile for accurate company information
  </Accordion>
</AccordionGroup>

## Performance Optimization

### System Responsiveness

<AccordionGroup>
  <Accordion icon="zap" title="Slow loading dashboard">
    **Causes & Solutions**:

    **Large Data Sets**:

    * Use filters to display fewer cards
    * Archive completed procurement plans
    * Organize by time periods

    **Browser Performance**:

    * Close unnecessary browser tabs
    * Update to latest browser version
    * Clear browser cache regularly

    **Network Issues**:

    * Check internet connection stability
    * Use wired connection if possible
    * Contact IT for network troubleshooting
  </Accordion>

  <Accordion icon="database" title="Data synchronization issues">
    **Problem**: Changes not reflecting across team members

    **Solution**:

    1. **Refresh Browser**: Force page refresh for all team members
    2. **Check Permissions**: Ensure all users have appropriate access levels
    3. **Clear Cache**: Clear browser cache and reload application
    4. **Contact Support**: If issues persist, contact support with specific examples
  </Accordion>
</AccordionGroup>

### Mobile and Cross-Platform Issues

<AccordionGroup>
  <Accordion icon="mobile" title="Mobile interface problems">
    **Common Issues**:

    * Touch interactions not responding
    * Cards too small to read
    * Bulk selection difficult on mobile

    **Solutions**:

    1. **Use Tablet Size**: Minimum 10" screen recommended for full functionality
    2. **Portrait Orientation**: Rotate to portrait for better card visibility
    3. **Browser Settings**: Ensure zoom level is at 100%
    4. **Native App**: Consider desktop application for complex operations
  </Accordion>

  <Accordion icon="browser" title="Browser compatibility">
    **Supported Browsers**:

    * Chrome 90+ (Recommended)
    * Firefox 85+
    * Safari 14+
    * Edge 90+

    **Unsupported**:

    * Internet Explorer (any version)
    * Chrome/Firefox versions older than 2 years

    **If Using Unsupported Browser**:

    1. Update to latest version
    2. Consider switching to Chrome for best experience
    3. Some features may not work correctly
  </Accordion>
</AccordionGroup>

## Data and Integration Issues

### Supplier Communication Problems

<AccordionGroup>
  <Accordion icon="envelope" title="Suppliers not receiving emails">
    **Verification Checklist**:

    1. **Email Address Accuracy**: Double-check all supplier email addresses
    2. **Spam Filters**: Ask suppliers to whitelist your domain
    3. **Email Delivery**: Check if emails are bouncing back
    4. **Backup Contacts**: Ensure multiple contacts per supplier

    **Testing Email Delivery**:

    1. Send test email from personal account
    2. Verify with supplier that emails are being received
    3. Check email server settings if using custom domain
  </Accordion>

  <Accordion icon="file-text" title="Quote document processing issues">
    **Supported Formats**:

    * PDF documents (preferred)
    * Excel spreadsheets (.xlsx, .xls)
    * Word documents (.docx)
    * Plain text and HTML emails

    **Unsupported Formats**:

    * Scanned images (use OCR first)
    * Password-protected documents
    * Corrupted files

    **Optimization Tips**:

    1. Request suppliers send quotes in PDF format
    2. Ask for structured pricing tables
    3. Avoid handwritten quotes when possible
  </Accordion>
</AccordionGroup>

### Database and Connectivity

<AccordionGroup>
  <Accordion icon="wifi" title="Connection timeout errors">
    **Immediate Steps**:

    1. Check internet connection stability
    2. Refresh the page and try again
    3. Switch to different network if available
    4. Clear browser cache and cookies

    **Persistent Issues**:

    1. Contact IT department for network diagnostics
    2. Check firewall settings for application access
    3. Try accessing from different location/network
    4. Contact LumberFlow support with error details
  </Accordion>

  <Accordion icon="database" title="Data not saving">
    **Troubleshooting Steps**:

    1. **Browser Storage**: Check if browser allows local storage
    2. **Form Validation**: Ensure all required fields are completed
    3. **Session Timeout**: Log out and log back in to refresh session
    4. **JavaScript Errors**: Open browser console to check for errors

    **Prevention**:

    1. Save work frequently during long form sessions
    2. Avoid using browser back button during form entry
    3. Don't navigate away during save operations
  </Accordion>
</AccordionGroup>

## Getting Additional Help

### Self-Service Resources

<CardGroup cols={2}>
  <Card title="Help & Support" icon="life-ring" href="http://localhost:3000/help">
    Access FAQ and getting started guides
  </Card>

  <Card title="User Guide" icon="book-open" href="/user-guide/dashboard-overview">
    Comprehensive feature documentation
  </Card>
</CardGroup>

### Contact Support

<AccordionGroup>
  <Accordion icon="envelope" title="Email Support">
    **Email**: [support@lumberflow.com](mailto:support@lumberflow.com)
    **Response Time**: Within 24 hours
    **Include in Your Message**:

    * Specific error messages or screenshots
    * Steps you took before the issue occurred
    * Browser and operating system information
    * Urgency level (critical, high, normal, low)
  </Accordion>

  <Accordion icon="message-circle" title="Live Chat">
    **Availability**: Business hours (9 AM - 6 PM EST)
    **Best For**: Quick questions and immediate assistance
    **Access**: Through help page chat widget
    **Average Response**: Under 5 minutes during business hours
  </Accordion>

  <Accordion icon="phone" title="Phone Support">
    **Available For**: Critical system issues affecting business operations
    **Hours**: Emergency support available 24/7 for enterprise customers
    **Process**: Email first, then phone support will contact you if needed
  </Accordion>
</AccordionGroup>

### Escalation Process

<Steps>
  <Step title="Try Self-Service">
    Check FAQ and troubleshooting guides first
  </Step>

  <Step title="Contact Support">
    Email with detailed problem description
  </Step>

  <Step title="Follow-Up">
    Respond to support requests promptly
  </Step>

  <Step title="Management Escalation">
    For unresolved critical issues affecting business
  </Step>
</Steps>

## Prevention Best Practices

<Tip>
  **Regular Maintenance**: Clear browser cache weekly and keep browsers updated
</Tip>

<Tip>
  **Data Backup**: Export important procurement data regularly
</Tip>

<Tip>
  **Team Training**: Ensure all users understand proper system usage
</Tip>

<Warning>
  **Avoid Workarounds**: Contact support rather than using unofficial workarounds that could cause data issues
</Warning>