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>
This commit is contained in:
@@ -73,6 +73,54 @@
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="catalog-lookup" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-search text-primary me-2"></i>Catalog Lookup & Label Scanner
|
||||
</h2>
|
||||
<p>
|
||||
When adding or editing an inventory item, you don't have to type every field manually.
|
||||
Two shortcuts let you auto-fill product details in seconds:
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-upc-scan me-1"></i>Smart Catalog Lookup</h3>
|
||||
<p>
|
||||
Click the <strong>Lookup</strong> button next to the SKU/Part Number field. Type a color name,
|
||||
SKU, or part number and the system searches a built-in catalog of thousands of Prismatic Powders
|
||||
and other manufacturer SKUs. Select a match and the form fills in automatically — item name,
|
||||
manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specifications.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<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>
|
||||
<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>
|
||||
<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>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-camera me-1"></i>Label Scanner (Camera)</h3>
|
||||
<p>
|
||||
Click the <strong>camera icon</strong> next to the Lookup button to open the label scanner.
|
||||
Point your phone or webcam at the QR code printed on a powder bag or manufacturer label.
|
||||
The scanner reads the code and attempts to identify the product:
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<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>
|
||||
<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>
|
||||
<li class="mb-1">
|
||||
If the scanned product is <strong>already in your inventory</strong>, a prompt appears to
|
||||
<strong>Add Stock</strong> to the existing item instead — enter the quantity received and an
|
||||
optional updated unit cost, then save. No duplicate item is created.
|
||||
</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-phone me-1 flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The label scanner works best on a phone. If you're on iOS, open the page in
|
||||
<strong>Safari</strong> for reliable camera access. For persistent camera permission
|
||||
(no prompt each session), <a asp-controller="Help" asp-action="GettingStarted" class="alert-link"
|
||||
fragment="mobile-install">add the app to your home screen</a>.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="stock-levels" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-boxes text-primary me-2"></i>Stock Levels and Reorder Points
|
||||
@@ -485,6 +533,7 @@
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-items">Adding Inventory Items</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#catalog-lookup">Catalog Lookup & Label Scanner</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#stock-levels">Stock Levels and Reorder Points</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#stock-adjustment">Stock Adjustment</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#transactions">Transaction Types</a>
|
||||
|
||||
Reference in New Issue
Block a user