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Update help docs and AI assistant for QR modal and vendor supply categories

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- HelpKnowledgeBase.cs: QR label now opens a preview modal (not new tab); mention list-page QR button; add vendor supply categories knowledge
- Help/Inventory.cshtml: Update QR printing steps for modal workflow; document list-page QR button
- Help/Vendors.cshtml: Add Supply Categories section with filtering behaviour and fallback; add nav link

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-23 10:48:00 -04:00
parent edf56c1164
commit e443457139
3 changed files with 47 additions and 4 deletions
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src/PowderCoating.Web/Views/Help/Inventory.cshtml
+7 -3
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@@ -347,10 +347,14 @@
</p>
<h3 class="h6 fw-semibold mt-4 mb-2">Printing a label</h3>
<p>You can print from two places &mdash; the item's Details page, or directly from the list without opening the item.</p>
<ol class="mb-3">
<li class="mb-1">Open the inventory item's Details page.</li>
<li class="mb-1">Click <strong>Print QR Label</strong> in the Actions panel &mdash; the label opens in a new tab.</li>
<li class="mb-1">Click <strong>Print Label</strong> and send it to your printer. The label is sized for a standard 3.5&Prime; label and includes the item name, SKU, colour, finish, and manufacturer.</li>
<li class="mb-1">
<strong>From the list:</strong> click the <i class="bi bi-qr-code"></i> QR icon (first button in the Actions column) next to any row.
<br /><strong>From Details:</strong> click <strong>Print QR Label</strong> in the Actions panel.
</li>
<li class="mb-1">A preview modal opens showing the label &mdash; item name, SKU, colour, finish, and QR code.</li>
<li class="mb-1">Click <strong>Print Label</strong> inside the modal to send it to your printer. No new tab is opened; printing happens directly in the modal. The label is sized for a standard 3.5&Prime; label.</li>
</ol>
<h3 class="h6 fw-semibold mt-4 mb-2">Scanning and logging usage</h3>
src/PowderCoating.Web/Views/Help/Vendors.cshtml
+38
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@@ -149,6 +149,43 @@
</div>
</section>
<section id="supply-categories" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-tags text-primary me-2"></i>Supply Categories
</h2>
<p>
Each vendor can be tagged with one or more <strong>Supply Categories</strong> &mdash; for example,
<em>Powder</em>, <em>Chemical</em>, or <em>Consumables</em>. These tags tell the system what types of
inventory items this vendor supplies.
</p>
<p>
When you add or edit an inventory item and choose a <strong>Category</strong>, the vendor dropdown
automatically filters to show only vendors tagged for that category. This prevents accidentally
selecting an unrelated supplier.
</p>
<ul class="mb-3">
<li>A vendor can belong to <strong>multiple categories</strong> &mdash; check as many boxes as apply.</li>
<li>If <strong>no vendor</strong> in your list is tagged for the selected category, the dropdown falls back to
showing all active vendors so you are never blocked.</li>
<li>A <em>&ldquo;Showing vendors for this category&rdquo;</em> note appears below the dropdown when the filter is
active. Click <strong>Show all</strong> in that note to temporarily override the filter.</li>
</ul>
<p>To tag a vendor with supply categories:</p>
<ol class="mb-3">
<li class="mb-1">Open the vendor's Edit page (click the vendor name in the list, then <strong>Edit</strong>).</li>
<li class="mb-1">In the <strong>Supply Categories</strong> section, check the boxes that apply.</li>
<li class="mb-1">Click <strong>Save Vendor</strong>.</li>
</ol>
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
<div>
Supply categories are the same categories used on your inventory items. If you add a new category
under <strong>Settings &rsaquo; Inventory Categories</strong>, it will appear automatically in the vendor
checkboxes.
</div>
</div>
</section>
<section id="deactivating-a-vendor" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-truck text-primary me-2" style="text-decoration:line-through"></i>Deactivating a Vendor
@@ -186,6 +223,7 @@
<a class="nav-link py-1 px-3 small text-body" href="#default-expense-account">Default Expense Account</a>
<a class="nav-link py-1 px-3 small text-body" href="#payment-terms">Payment Terms</a>
<a class="nav-link py-1 px-3 small text-body" href="#preferred-vendor">Preferred Vendor</a>
<a class="nav-link py-1 px-3 small text-body" href="#supply-categories">Supply Categories</a>
<a class="nav-link py-1 px-3 small text-body" href="#vendor-details">Vendor Details Page</a>
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-vendor">Deactivating a Vendor</a>
</nav>