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:
2026-05-04 09:35:31 -04:00
parent aa0efe7c6f
commit 2885bc1228
3 changed files with 134 additions and 0 deletions
@@ -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 &amp; 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 &amp; 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>