Update help docs and AI knowledge base for item wizard changes
- Quotes help: expand Item Types section to all 7 types (was showing only 3) - Quotes help: update Coatings section to document Flat-Rate coat spec feature - Quotes help: add Color Name tip to Custom Powder Order section - HelpKnowledgeBase: update item types list to all 7 types with accurate descriptions - HelpKnowledgeBase: add Color Name / blur-autofill note to Custom Powder Order entry Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -107,39 +107,73 @@
|
||||
<div class="col-md-4">
|
||||
<div class="card border-primary border-opacity-25 h-100">
|
||||
<div class="card-header bg-primary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-calculator me-1"></i> Calculated
|
||||
<i class="bi bi-bag-check me-1"></i> Product from Catalog
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter the surface area in square feet, quantity, and complexity. The system calculates
|
||||
material cost, labor, and equipment time automatically. Choose one or more coatings
|
||||
and optional prep services (sandblasting, masking, cleaning). Best for standard
|
||||
powder coating work where you know the dimensions.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-header bg-secondary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-pencil me-1"></i> Custom Work
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter a free-text description and type a price manually. Use this for one-off work,
|
||||
repairs, or services that do not fit the standard surface-area calculation model.
|
||||
No automatic pricing calculation — you set the price directly.
|
||||
Pick a pre-priced item from your catalog. Price is fixed — no surface-area
|
||||
calculation. Best for recurring services or parts with a known flat price.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-success border-opacity-25 h-100">
|
||||
<div class="card-header bg-success bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-camera me-1"></i> AI Photo Quote
|
||||
<i class="bi bi-rulers me-1"></i> Calculated
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter the surface area in square feet, quantity, and complexity. The system calculates
|
||||
material cost, labor, and equipment time automatically. Choose one or more coatings
|
||||
and optional prep services. Best for standard powder coating work where you know the dimensions.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-warning border-opacity-25 h-100">
|
||||
<div class="card-header bg-warning bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-tag me-1"></i> Flat-Rate Charge
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter a description and set a fixed price manually. Use for setup charges, handling
|
||||
fees, or custom work that doesn’t fit the surface-area model. Optionally enable
|
||||
<strong>Specify powder coating</strong> to record the color and track powder ordering
|
||||
— price stays flat regardless.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-info border-opacity-25 h-100">
|
||||
<div class="card-header bg-info bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-person-gear me-1"></i> Labor Only
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Bill by the hour at your standard labor rate. Enter billable hours (minimum
|
||||
0.25 hr). No surface area, no coating step. Use for prep work, assembly,
|
||||
or any time-based charge.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-header bg-secondary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-robot me-1"></i> AI Photo Quote
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Upload photos of the parts and let the AI estimate the surface area and complexity.
|
||||
The AI analyses the images and returns a suggested surface area (sq ft), complexity
|
||||
rating, estimated minutes, and a confidence score. You can review and override any
|
||||
value before accepting the estimate. Up to two follow-up rounds of questions are
|
||||
supported.
|
||||
Returns a suggested surface area, complexity rating, estimated minutes, and confidence
|
||||
score. You can review and override any value before accepting. Up to two follow-up
|
||||
rounds supported.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-header bg-secondary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-calculator me-1 text-purple"></i> Custom Formula
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Use a reusable formula template (set up in Company Settings) to calculate price from
|
||||
exact measurements — e.g. a 6-sided box by length, width, and height. Staff
|
||||
enter the measurements; the formula does the math.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -164,10 +198,19 @@
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Coatings and Prep Services</h3>
|
||||
<p>
|
||||
For Calculated and AI Photo items, after entering the surface area you proceed to the coatings
|
||||
step. Select one or more powder coatings from your inventory. The wizard shows how much powder
|
||||
will be needed per coat based on the coverage rate and your surface area. You then choose any
|
||||
prep services — sandblasting, masking, and/or cleaning — that will be performed before coating.
|
||||
For <strong>Calculated</strong> and <strong>AI Photo</strong> items, after entering the surface area
|
||||
you proceed to the coatings step. Select one or more powder coatings from your inventory. The wizard
|
||||
shows how much powder will be needed per coat based on the coverage rate and your surface area.
|
||||
You then choose any prep services — sandblasting, masking, and/or cleaning — that will
|
||||
be performed before coating.
|
||||
</p>
|
||||
<p>
|
||||
<strong>Flat-Rate Charge</strong> items can also optionally specify powder coating: enable the
|
||||
<strong>Specify powder coating</strong> toggle on step 2 of the wizard. This opens the same
|
||||
coating layer step so you can record the color, order quantity, and cost per lb for powder
|
||||
tracking and ordering purposes — the item’s flat price is not affected. Enter the
|
||||
<strong>Color Name</strong> field so the color appears on the quote and in the Custom Powder
|
||||
Order description.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-truck me-1 text-warning"></i>Custom Powder Order</h3>
|
||||
@@ -197,6 +240,12 @@
|
||||
The Custom Powder Order is created <strong>once</strong> on first save. After that the price
|
||||
is yours — the system will not overwrite it on subsequent saves.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Always fill in the Color Name</strong> field in the coating layer. The color name
|
||||
appears in the Custom Powder Order description (e.g. <em>Custom Powder Order (Gloss Black)</em>)
|
||||
and in the quote details. If you typed the color name into the catalog search box and did not
|
||||
select a result, the wizard automatically copies it to the Color Name field when you tab away.
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Save to Product Catalog</h3>
|
||||
|
||||
Reference in New Issue
Block a user