Document AI Catalog Price Check in knowledge base and help article
- HelpKnowledgeBase: full AI price check section (verdicts, confidence, category paths, run limit, how to use, common questions) - Inventory help article: new 'AI Catalog Price Check' section with verdicts, step-by-step instructions, caveats, and on-page nav link Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -959,6 +959,42 @@ public static class HelpKnowledgeBase
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---
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## AI CATALOG PRICE CHECK
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**Where:** [Catalog Items](/CatalogItems) → "AI Price Check" button (top-right of the catalog list)
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**What it does:** Reviews every active, priced catalog item against your shop's actual operating costs. For each item the AI estimates a realistic surface area and processing time, calculates a cost floor (labor + equipment + materials), then compares that to the item's current price and returns a verdict. Results are saved so you can review them any time without re-running the analysis.
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**Verdicts:**
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- **Below Cost** — price is at or below the cost floor; the shop loses money on this item
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- **Thin Margin** — price is above cost but below the shop's target margin
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- **High** — price appears significantly above typical market rates
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- **OK** — price is within a reasonable range
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**Confidence levels:** Each result shows a confidence level (High / Medium / Low) based on how specific the item name is. Vague items like "Custom Part" or "Special Job" will be flagged as Low confidence — treat those results with extra skepticism.
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**Category paths:** The AI uses the full category path (e.g. "Cerakote > Firearms") to determine the coating process. Cerakote and other specialty coatings have very different cost profiles than standard powder coat — make sure items are in the correct category for the most accurate results.
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**Run limit:** Analysis can be run once per quarter (every 90 days). The button shows the next available date when a recent run exists. This limit applies per company.
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**Before running:** Make sure your operating costs (labor rate, oven cost, powder cost, etc.) are up to date in [Company Settings](/CompanySettings). Stale costs will produce inaccurate verdicts.
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**How to use the results:**
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1. Go to Catalog Items → click "AI Price Check"
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2. Click "Analyze Catalog with AI" — a progress overlay shows estimated completion time (allow 7–10 minutes for large catalogs)
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3. Review the results sorted by severity (Below Cost first, then Thin Margin, High, OK)
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4. For flagged items, click "Edit Price" to update the price directly from the results page
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5. Items marked Low confidence should be verified manually — the AI had limited information to work with
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**Common questions:**
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- "How accurate is the AI analysis?" → Results are estimates based on industry knowledge and your operating costs. Always apply your own judgment before changing prices.
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- "Why is an item showing $0.00 cost floor?" → The item likely had an error during analysis. Re-run the check or verify the item has a valid name and category.
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- "Can I run it more often?" → The quarterly limit is enforced to manage costs. Contact your administrator if you need an exception.
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- "Items in my Cerakote category are priced wrong" → Make sure those items are in a category whose full path includes 'Cerakote' (e.g. "Cerakote > Firearms"). The AI uses the category path to determine the coating type.
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- "The progress bar finished but the page didn't load" → The analysis is still running server-side. Wait for the page to redirect automatically — do not close the tab.
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---
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## USER PROFILE
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**Where:** [My Profile](/Profile) — via the user menu (top-right)
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@@ -430,6 +430,51 @@
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</div>
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</section>
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<section id="ai-price-check" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-robot text-primary me-2"></i>AI Catalog Price Check
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</h2>
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<p>
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The AI Price Check reviews every active, priced item in your
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<a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a> list against your
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shop's actual operating costs. It estimates a realistic surface area and processing time
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for each item, calculates a cost floor, and compares that to your current price — flagging
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anything that may be losing money, leaving margin on the table, or priced above market rates.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Verdicts</h3>
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<ul class="mb-3">
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<li class="mb-2"><strong>Below Cost</strong> — price is at or below the estimated cost floor. The shop loses money on every sale of this item.</li>
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<li class="mb-2"><strong>Thin Margin</strong> — price covers costs but falls below your target margin percentage.</li>
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<li class="mb-2"><strong>High</strong> — price appears significantly above typical market rates, which may cost you work.</li>
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<li class="mb-2"><strong>OK</strong> — price is within a reasonable range given your costs and market context.</li>
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</ul>
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<h3 class="h6 fw-semibold mt-3 mb-2">How to run it</h3>
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<ol class="mb-3">
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<li class="mb-2">Make sure your <a asp-controller="CompanySettings" asp-action="Index">operating costs</a> are up to date — stale rates produce inaccurate verdicts.</li>
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<li class="mb-2">Go to <a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a> and click <strong>AI Price Check</strong> in the top-right.</li>
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<li class="mb-2">Click <strong>Analyze Catalog with AI</strong>. A progress overlay appears while the analysis runs (allow 7–10 minutes for large catalogs).</li>
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<li class="mb-2">Review results sorted by severity — Below Cost items appear first. Click <strong>Edit Price</strong> on any item to update it directly from the results page.</li>
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</ol>
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<h3 class="h6 fw-semibold mt-3 mb-2">Things to know</h3>
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<ul class="mb-3">
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<li class="mb-2"><strong>Run limit:</strong> Analysis can be run once per quarter (90 days). The button shows the next available date when a recent run exists.</li>
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<li class="mb-2"><strong>Confidence levels:</strong> Each result shows High, Medium, or Low confidence. Vague item names like "Custom Part" will be Low — verify those manually.</li>
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<li class="mb-2"><strong>Category paths matter:</strong> The AI uses the full category path (e.g. "Cerakote › Firearms") to determine the coating type. Make sure specialty items are in the correct category.</li>
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<li class="mb-2"><strong>$0 items skipped:</strong> Placeholder items and category headers with no price are automatically excluded from analysis.</li>
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</ul>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>
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Results are estimates based on industry knowledge and your shop's rates. Always apply
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your own judgment before changing prices — especially for items flagged as Low confidence.
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</div>
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</div>
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</section>
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</div>
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<div class="col-lg-3 d-none d-lg-block">
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@@ -449,6 +494,7 @@
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<a class="nav-link py-1 px-3 small text-body" href="#powder-insights">Powder Insights</a>
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<a class="nav-link py-1 px-3 small text-body" href="#inventory-categories">Inventory Categories & Is Coating</a>
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<a class="nav-link py-1 px-3 small text-body" href="#powder-usage">Powder Usage on Jobs</a>
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<a class="nav-link py-1 px-3 small text-body" href="#ai-price-check">AI Catalog Price Check</a>
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</nav>
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</div>
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</div>
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