Update help docs and AI knowledge base for new features
GettingStarted: add 'Using on Mobile — Add to Home Screen' section covering iOS Safari install flow, Android Chrome install, and PWA benefits (full-screen, persistent camera permission). Includes Safari-required warning for iOS. Inventory: add 'Catalog Lookup & Label Scanner' section covering smart catalog search (filters out existing inventory, vendor-scoped with fallback), AI Lookup fallback, camera label scanner (catalog-first then AI), and the add-stock prompt when a scanned product is already in inventory. HelpKnowledgeBase: sync both of the above for the AI Help Assistant, plus add catalog lookup / label scanner detail to the INVENTORY section. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -445,6 +445,14 @@ public static class HelpKnowledgeBase
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- Every scan log is recorded as a JobUsage or Adjustment InventoryTransaction and immediately reduces QuantityOnHand; visible in Inventory Activity ledger
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- First-time scan on a new device requires login; browser caches the session after that
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**Catalog Lookup & Label Scanner (when adding/editing inventory items):**
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- When creating or editing an inventory item, click the **Lookup** button next to the SKU/Part Number field to search a built-in platform catalog of thousands of Prismatic Powders and other manufacturer SKUs. Select a match to auto-fill name, manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specs.
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- The catalog only shows products not already in the company's inventory (prevents duplicates). When editing, the item's own catalog entry is always shown.
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- If no catalog match is found, the lookup falls back to **AI Lookup** — Claude searches the web for product specs and fills in what it finds.
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- If a vendor is selected first, the search is scoped to that vendor; if nothing matches it automatically widens to all vendors.
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- Click the **camera icon** (next to the Lookup button) to open the **Label Scanner** — point the phone camera at a QR code on a powder bag to identify the product automatically. It checks the platform catalog first; if not found, AI analyzes the label image.
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- If the scanned product **already exists** in the company's inventory, a modal appears offering to **Add Stock** to the existing item instead — enter quantity received and optional updated cost. No duplicate item is created.
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**Powder Insights:** [/PowderInsights](/PowderInsights) — AI-powered analysis of powder usage trends, efficiency, and cost optimization. Requires at least 10 jobs with powder data; predictive features unlock at 150 jobs.
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---
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@@ -1148,6 +1156,32 @@ public static class HelpKnowledgeBase
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---
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## MOBILE APP / ADD TO HOME SCREEN
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Powder Coating Logix works in any phone browser but can also be installed as a **home screen app** (Progressive Web App / PWA) for a better experience. Installation is especially important for shop floor workers who use the label scanner or log usage from their phone.
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**Why install it:**
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- Opens full-screen with no browser address bar — feels like a native app
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- Camera permission is granted once and remembered permanently (instead of being asked every browser session)
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- Faster to launch — one tap from the home screen
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**iOS (iPhone / iPad) — must use Safari:**
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iOS only supports home screen installation from Safari. Installing from Chrome or Firefox on iOS creates a regular browser bookmark that does NOT give the standalone or camera-permission benefits.
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1. Open the app in **Safari** (not Chrome or Firefox)
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2. Tap the **Share button** (box with arrow pointing up) at the bottom of Safari
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3. Scroll down and tap **Add to Home Screen**
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4. Confirm the name and tap **Add**
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The app icon now appears on the home screen and launches in full-screen mode.
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**Android — Chrome:**
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1. Open the app in Chrome
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2. Chrome may show an **Install App** banner automatically — tap it
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3. If no banner: tap the **menu (⋮)** in the top-right → **Add to Home Screen** or **Install App**
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**Dashboard install banner:** When a mobile user who has not yet installed the app opens the Dashboard, a banner at the top of the page shows device-specific installation instructions. The banner disappears automatically once the app is running as a standalone home screen app, and can also be dismissed manually — it will not reappear after dismissal.
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---
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## BUG REPORTS
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**Where:** [Bug Report](/BugReport)
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@@ -379,6 +379,56 @@
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</div>
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</section>
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<section id="mobile-install" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-phone text-primary me-2"></i>Using on Mobile — Add to Home Screen
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</h2>
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<p>
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Powder Coating Logix works in any phone browser, but installing it as a <strong>home screen app</strong>
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gives your shop floor workers a much better experience:
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</p>
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<ul class="mb-3">
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<li class="mb-1">Opens full-screen with no browser chrome — feels like a native app.</li>
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<li class="mb-1">The camera (used by the inventory label scanner) only asks for permission <strong>once</strong> after installation, instead of every browser session.</li>
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<li class="mb-1">Faster to launch — one tap from the home screen.</li>
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</ul>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
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<i class="bi bi-apple flex-shrink-0 mt-1"></i>
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<div>
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<strong>iPhone / iPad users must use Safari.</strong> Adding to the home screen from Chrome,
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Firefox, or other iOS browsers creates a regular bookmark that opens in that browser — not
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a standalone app. Only Safari on iOS supports the full home screen install.
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</div>
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</div>
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<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-apple me-1"></i>iOS (iPhone / iPad) — Safari only</h3>
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<ol class="mb-4">
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<li class="mb-1">Open the app in <strong>Safari</strong>.</li>
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<li class="mb-1">Tap the <strong>Share</strong> button <i class="bi bi-box-arrow-up"></i> at the bottom of the screen.</li>
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<li class="mb-1">Scroll down and tap <strong>Add to Home Screen</strong>.</li>
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<li class="mb-1">Confirm the name and tap <strong>Add</strong>.</li>
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<li class="mb-1">The app icon appears on your home screen. Tap it to open in full-screen mode.</li>
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</ol>
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<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-android2 me-1"></i>Android — Chrome</h3>
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<ol class="mb-4">
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<li class="mb-1">Open the app in <strong>Chrome</strong>.</li>
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<li class="mb-1">Chrome may show an <strong>Install App</strong> banner at the bottom automatically — tap it to install.</li>
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<li class="mb-1">If no banner appears, tap the <strong>menu (⋮)</strong> in the top-right corner and choose <strong>Add to Home Screen</strong> or <strong>Install App</strong>.</li>
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<li class="mb-1">Confirm and the icon is added to your home screen.</li>
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</ol>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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When you open the Dashboard on a mobile browser (before installing), a banner at the top
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of the page guides you through the install steps for your specific device. Once the app is
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installed as a home screen app, the banner disappears automatically.
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</div>
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</div>
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</section>
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</div>
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<div class="col-lg-3 d-none d-lg-block">
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@@ -393,6 +443,7 @@
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<a class="nav-link py-1 px-3 small text-body" href="#roles-and-permissions">Roles and Permissions</a>
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<a class="nav-link py-1 px-3 small text-body" href="#your-first-steps">Your First Steps</a>
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<a class="nav-link py-1 px-3 small text-body" href="#after-the-wizard">After the Wizard</a>
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<a class="nav-link py-1 px-3 small text-body" href="#mobile-install">Using on Mobile</a>
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</nav>
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</div>
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</div>
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@@ -73,6 +73,54 @@
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</div>
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</section>
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<section id="catalog-lookup" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-search text-primary me-2"></i>Catalog Lookup & Label Scanner
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</h2>
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<p>
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When adding or editing an inventory item, you don't have to type every field manually.
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Two shortcuts let you auto-fill product details in seconds:
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-upc-scan me-1"></i>Smart Catalog Lookup</h3>
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<p>
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Click the <strong>Lookup</strong> button next to the SKU/Part Number field. Type a color name,
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SKU, or part number and the system searches a built-in catalog of thousands of Prismatic Powders
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and other manufacturer SKUs. Select a match and the form fills in automatically — item name,
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manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specifications.
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</p>
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<ul class="mb-3">
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<li class="mb-1">The catalog only shows products <strong>not already in your inventory</strong>, preventing duplicates. When editing an existing item, its own catalog entry is always shown.</li>
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<li class="mb-1">If no catalog match is found, the lookup falls back to <strong>AI Lookup</strong> — Claude searches the web for product specs and fills in whatever it can find.</li>
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<li class="mb-1">If a vendor name is selected in the Vendor field before searching, results are scoped to that vendor first, then broadened automatically if nothing matches.</li>
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</ul>
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<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-camera me-1"></i>Label Scanner (Camera)</h3>
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<p>
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Click the <strong>camera icon</strong> next to the Lookup button to open the label scanner.
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Point your phone or webcam at the QR code printed on a powder bag or manufacturer label.
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The scanner reads the code and attempts to identify the product:
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</p>
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<ol class="mb-3">
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<li class="mb-1">If the QR code matches a product in the platform catalog, the form fills in automatically — same as a manual catalog lookup.</li>
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<li class="mb-1">If no catalog match is found, the AI analyzes the label image and fills in whatever details it can extract (color name, SKU, manufacturer, finish).</li>
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<li class="mb-1">
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If the scanned product is <strong>already in your inventory</strong>, a prompt appears to
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<strong>Add Stock</strong> to the existing item instead — enter the quantity received and an
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optional updated unit cost, then save. No duplicate item is created.
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</li>
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</ol>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-phone me-1 flex-shrink-0 mt-1"></i>
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<div>
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The label scanner works best on a phone. If you're on iOS, open the page in
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<strong>Safari</strong> for reliable camera access. For persistent camera permission
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(no prompt each session), <a asp-controller="Help" asp-action="GettingStarted" class="alert-link"
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fragment="mobile-install">add the app to your home screen</a>.
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</div>
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</div>
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</section>
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<section id="stock-levels" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-boxes text-primary me-2"></i>Stock Levels and Reorder Points
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@@ -485,6 +533,7 @@
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<nav class="nav flex-column">
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<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
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<a class="nav-link py-1 px-3 small text-body" href="#adding-items">Adding Inventory Items</a>
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<a class="nav-link py-1 px-3 small text-body" href="#catalog-lookup">Catalog Lookup & Label Scanner</a>
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<a class="nav-link py-1 px-3 small text-body" href="#stock-levels">Stock Levels and Reorder Points</a>
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<a class="nav-link py-1 px-3 small text-body" href="#stock-adjustment">Stock Adjustment</a>
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<a class="nav-link py-1 px-3 small text-body" href="#transactions">Transaction Types</a>
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