spouliot/PowderCoatingLogix
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs

Browse Source 
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-10 12:46:08 -04:00
parent 711cd01cd3
commit 94a89ee175
22 changed files with 12586 additions and 31 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs
+25 -7
View File
@@ -153,7 +153,7 @@ public static class HelpKnowledgeBase
- *Commercial*: Businesses. Can have a pricing tier, credit limit, tax exempt status, and linked quotes/jobs.
- *Non-Commercial*: Individual consumers. Simpler setup.
**Key fields:** Name, email, phone, address, customer type, pricing tier, credit limit, tax exempt (with certificate upload), notes.
**Key fields:** Name, email, phone, address, customer type, pricing tier, credit limit, tax exempt (with certificate upload), notes, lead source, ship-to address.
**How to add a customer:**
1. Go to [Customers](/Customers)
@@ -161,10 +161,20 @@ public static class HelpKnowledgeBase
3. Fill in name, contact info, select type
4. Save
**Customer Details page** (/Customers/Details/ID) shows: contact info, all linked jobs, quotes, invoices, deposits, balance, notes.
**Customer Details page** (/Customers/Details/ID) shows: contact info, all linked jobs, quotes, invoices, deposits, balance, notes, additional contacts.
**Customer Notes:** Add internal notes on the Details page. Notes are private (not visible to the customer).
**Additional Contacts:** Store billing contacts, ops contacts, drop-off contacts, etc. on the Customer Details page. These are for staff reference only — all automated notifications (emails, SMS) go to the primary email/phone on the main customer record, not to additional contacts. If invoices need to go to a separate address, use the Billing Email field on the main record.
**Lead Source:** Optional field on the customer record indicating how they found the shop (Walk-In, Google Search, Customer Referral, Social Media, Website, Repeat Customer, Trade Show, Flyer/Print, Other).
**Ship-To Address:** Optional separate address for pickups or deliveries. Shown alongside the billing address on the Customer Details page when set.
**Preferred Powders:** On the Customer Details page, the Preferred Powders card lets staff tag inventory items that a customer regularly orders. Use the search box to find a powder by name or SKU and click Add. Remove with the × button. This is a staff-reference tool only — it does not auto-select powders on quotes or jobs. Items must already exist in Inventory to appear in the search.
**Outstanding Pickups (Ready for Pickup card):** When one or more of a customer's jobs are in "Ready for Pickup" status, a highlighted card appears on their Customer Details page showing each job number and how many days it has been waiting. Color coding: amber = 3–6 days, red = 7+ days. The card disappears once all jobs move out of Ready for Pickup status. Useful for front desk staff to instantly see during a call whether parts are ready for this customer.
**Deactivating a customer:** Use the Delete/Deactivate option — this soft-deletes (hides) the customer but does not erase data.
**Pricing Tiers:** Assign a tier (configured at [Pricing Tiers](/PricingTiers)) to automatically apply a discount to that customer's quotes.
@@ -194,8 +204,9 @@ public static class HelpKnowledgeBase
2. Choose Quick Quote (fast) or Full Quote (complete form) using the toggle at the top
3. Select existing customer OR enter prospect info (name, email, phone)
4. Add line items using the item wizard (3 item types below)
5. Review the pricing breakdown
6. Save as Draft or Send immediately
5. Optionally enter a **Project Name** — a short label (e.g. "Shop Equipment Rack") that carries through to the job and invoice when the quote is converted.
6. Review the pricing breakdown
7. Save as Draft or Send immediately
**Item types in the quote/job wizard:**
1. *Product from Catalog* — pick a pre-priced catalog item; price is fixed, no surface-area calculation
@@ -286,8 +297,9 @@ public static class HelpKnowledgeBase
2. Select customer
3. Add line items (same wizard as quotes: Calculated, Custom Work, or AI Photo)
4. Set priority, due date, assigned worker, special instructions
5. Optionally set Oven & Batch Settings — select a named oven, number of batches, and cycle time. These affect the oven cost in pricing.
6. Save
5. Optionally enter a **Project Name** — a short label (e.g. "Front Gate Panels") that appears on the job, linked invoice, and printed documents to help the customer identify what the work is for.
6. Optionally set Oven & Batch Settings — select a named oven, number of batches, and cycle time. These affect the oven cost in pricing.
7. Save
**Job Priority Board:** [/JobsPriority](/JobsPriority) — Kanban-style view of all active jobs sorted by priority and status.
@@ -328,6 +340,8 @@ public static class HelpKnowledgeBase
**Job Templates:** [/JobTemplates](/JobTemplates) — Save a job's items as a template to reuse for common work types. When creating a new job, select a template to pre-fill items.
**Cloning a Job:** On any Job Details page, click the **Clone Job** button (copy icon in the header toolbar). The system creates a new draft job immediately and redirects you to it. The clone copies: customer, description, PO number, project name, special instructions, tags, priority, discount %, oven settings, and all line items with their coats and prep services. It does NOT copy: due date, scheduled date, assigned worker, photos, notes, time entries, status history, or any linked invoice or payments. The clone starts in Pending status so it goes through the normal workflow.
**Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer — a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system.
**Inline item price editing:** On the Job Details page, any unit price, quantity, or item description can be edited in-place without opening the full edit form. Click the value — it becomes an input field. Type the new value, then press Enter or click away to save (Escape cancels). The pricing summary card (Items Subtotal, Subtotal, Tax, and Total) and the Job Costing card both update immediately without a page reload.
@@ -377,8 +391,10 @@ public static class HelpKnowledgeBase
- *Voided* — cancelled invoice
- *Written Off* — uncollectable, written off
**Project Name on invoices:** If the linked job had a Project Name set, it auto-fills on the invoice and appears on the printed PDF to help the customer identify the work.
**How to create an invoice:**
1. From the Job Details page → "Create Invoice" (recommended — pre-fills all items), OR
1. From the Job Details page → "Create Invoice" (recommended — pre-fills all items including Project Name), OR
2. Go to [Invoices](/Invoices) → "New Invoice" and select a job
**Recording a payment:**
@@ -470,6 +486,8 @@ public static class HelpKnowledgeBase
- **Low Stock** (red) — quantity is greater than zero but at or below the reorder point; time to reorder
- **Out of Stock** (dark/black) — quantity is zero; an alert banner appears on the Details page
**Low Stock stat card (clickable filter):** The "Low Stock" KPI card at the top of the Inventory page is clickable. Click it to instantly filter the list to only items needing reorder. Click it again (or clear the filter banner) to return to the full list. This is the fastest way to generate a reorder checklist.
**Stock Adjustment:** From Inventory Details, click "Stock Adjustment" to open the quick-adjust modal. Choose Add Stock, Remove Stock, or Set Exact, enter the quantity, select a reason (required), and optionally add notes. Every adjustment is automatically recorded as a transaction with the reason and notes included.
**Inventory transactions:** Every stock movement is recorded automatically — Initial (item creation), Purchase (PO receipt), Adjustment (manual or edit), Job Usage (powder consumed on a job coat), Sale, Return, Waste, Transfer. Each record stores date, quantity delta, unit cost, and running balance after the change.