diff --git a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs index eec0999..409baec 100644 --- a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs +++ b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs @@ -302,7 +302,7 @@ public static class HelpKnowledgeBase **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. - **Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." + **Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save. **Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in. @@ -314,6 +314,8 @@ public static class HelpKnowledgeBase All QR codes require login — workers must have an active account. Logging in once on their phone is sufficient for the session. + **Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand. + **Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record. - Access: Jobs list page → printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank. - The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line. diff --git a/src/PowderCoating.Web/Views/Help/Invoices.cshtml b/src/PowderCoating.Web/Views/Help/Invoices.cshtml index f61bb32..f45672d 100644 --- a/src/PowderCoating.Web/Views/Help/Invoices.cshtml +++ b/src/PowderCoating.Web/Views/Help/Invoices.cshtml @@ -48,8 +48,9 @@
  1. Open the job from Operations › Jobs and go to its Details page.
  2. Scroll to the Invoice section near the bottom of the page.
    3. -
  3. Click Create Invoice. The system generates an invoice pre-filled with all the job's line items and the final pricing.
    4. -
  4. Review the invoice — check line items, totals, and the due date — then click Save Invoice.
    5. +
  5. Click Create Invoice. The system pre-fills all line items, the discount, tax rate, payment terms, and due date from the job and customer automatically.
    6. +
  6. Review the Totals panel on the right — if a discount was applied to the job it shows as a red Discount Applied line below the subtotal. Negative line items are allowed if you need to apply a manual credit or price adjustment.
    7. +
  7. Adjust anything you need, then click Save Invoice.

From the Invoices list (manual)

@@ -139,7 +140,7 @@
  • Open the invoice from Operations › Invoices or from the job's Details page.
  • Click Send Invoice. The status changes from Draft to Sent.
  • If email notifications are configured, the customer receives an email with the invoice details and total due.
    • -
  • A due date is set automatically based on the customer's payment terms (e.g., Net 30 means the due date is 30 days from today).
    • +
  • The due date and payment terms are pre-filled from the source quote (if the job came from a quote) or the customer’s payment terms — you can always override them before saving.

    • You can also click Download PDF on any invoice to generate a print-ready PDF diff --git a/src/PowderCoating.Web/Views/Help/Jobs.cshtml b/src/PowderCoating.Web/Views/Help/Jobs.cshtml index e604772..3dbe603 100644 --- a/src/PowderCoating.Web/Views/Help/Jobs.cshtml +++ b/src/PowderCoating.Web/Views/Help/Jobs.cshtml @@ -607,13 +607,28 @@ no anonymous bumps.

    -

    Bottom QR — Log Powder Usage

    +

    Bottom QR — Log Powder Usage

    One QR per unique powder on the job. Scanning opens the inventory usage log page pre-filled with that powder and the job number, so you can record actual lbs used in seconds without navigating through the app.

    +

    Logging Material Usage from a PC

    +

    + You don’t need a phone or QR code to log material usage. On the Job Details page, expand the + Materials Used section and click Log Material. A modal opens where you can: +

    + +

    + Saving immediately reduces the item’s stock on hand and creates an entry in the Inventory Activity ledger, exactly like a QR scan would. The QR scan icon is still available next to the button for mobile workers. +

    +