Update AI assistant and help docs for invoice and material logging changes
- HelpKnowledgeBase: invoice-from-job now mentions discount carried over, Discount Applied display row, and negative line items; new entry for PC-based Log Material modal on job details - Help/Invoices.cshtml: from-job steps updated with discount/terms/due date pre-fill detail; sending section corrects due date source (quote/customer) - Help/Jobs.cshtml: new "Logging Material Usage from a PC" section documenting the Log Material modal alongside the existing QR scan instructions Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -607,13 +607,28 @@
|
||||
no anonymous bumps.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<p>
|
||||
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.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-droplet-half me-1"></i>Logging Material Usage from a PC</h3>
|
||||
<p>
|
||||
You don’t need a phone or QR code to log material usage. On the Job Details page, expand the
|
||||
<strong>Materials Used</strong> section and click <strong>Log Material</strong>. A modal opens where you can:
|
||||
</p>
|
||||
<ul class="mb-2">
|
||||
<li>Select any inventory item from a searchable dropdown — the item’s current stock level is shown when you pick it.</li>
|
||||
<li>Choose <strong>Amount Used</strong> (enter how much was consumed) or <strong>Amount Remaining</strong> (enter what’s left in the bag — the system calculates the usage automatically).</li>
|
||||
<li>Pick a reason: <em>Job Usage</em> or <em>Waste / Spillage</em>.</li>
|
||||
<li>Add optional notes.</li>
|
||||
</ul>
|
||||
<p>
|
||||
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.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lock flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
|
||||
Reference in New Issue
Block a user