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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@@ -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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