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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2026-04-25 22:55:05 -04:00
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--- ---
## AI CATALOG PRICE CHECK
**Where:** [Catalog Items](/CatalogItems) "AI Price Check" button (top-right of the catalog list)
**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.
**Verdicts:**
- **Below Cost** price is at or below the cost floor; the shop loses money on this item
- **Thin Margin** price is above cost but below the shop's target margin
- **High** price appears significantly above typical market rates
- **OK** price is within a reasonable range
**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.
**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.
**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.
**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.
**How to use the results:**
1. Go to Catalog Items click "AI Price Check"
2. Click "Analyze Catalog with AI" a progress overlay shows estimated completion time (allow 710 minutes for large catalogs)
3. Review the results sorted by severity (Below Cost first, then Thin Margin, High, OK)
4. For flagged items, click "Edit Price" to update the price directly from the results page
5. Items marked Low confidence should be verified manually the AI had limited information to work with
**Common questions:**
- "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.
- "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.
- "Can I run it more often?" The quarterly limit is enforced to manage costs. Contact your administrator if you need an exception.
- "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.
- "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.
---
## USER PROFILE ## USER PROFILE
**Where:** [My Profile](/Profile) via the user menu (top-right) **Where:** [My Profile](/Profile) via the user menu (top-right)
@@ -430,6 +430,51 @@
</div> </div>
</section> </section>
<section id="ai-price-check" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-robot text-primary me-2"></i>AI Catalog Price Check
</h2>
<p>
The AI Price Check reviews every active, priced item in your
<a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a> list against your
shop's actual operating costs. It estimates a realistic surface area and processing time
for each item, calculates a cost floor, and compares that to your current price — flagging
anything that may be losing money, leaving margin on the table, or priced above market rates.
</p>
<h3 class="h6 fw-semibold mt-3 mb-2">Verdicts</h3>
<ul class="mb-3">
<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>
<li class="mb-2"><strong>Thin Margin</strong> — price covers costs but falls below your target margin percentage.</li>
<li class="mb-2"><strong>High</strong> — price appears significantly above typical market rates, which may cost you work.</li>
<li class="mb-2"><strong>OK</strong> — price is within a reasonable range given your costs and market context.</li>
</ul>
<h3 class="h6 fw-semibold mt-3 mb-2">How to run it</h3>
<ol class="mb-3">
<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>
<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>
<li class="mb-2">Click <strong>Analyze Catalog with AI</strong>. A progress overlay appears while the analysis runs (allow 710 minutes for large catalogs).</li>
<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>
</ol>
<h3 class="h6 fw-semibold mt-3 mb-2">Things to know</h3>
<ul class="mb-3">
<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>
<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>
<li class="mb-2"><strong>Category paths matter:</strong> The AI uses the full category path (e.g. "Cerakote &rsaquo; Firearms") to determine the coating type. Make sure specialty items are in the correct category.</li>
<li class="mb-2"><strong>$0 items skipped:</strong> Placeholder items and category headers with no price are automatically excluded from analysis.</li>
</ul>
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
<div>
Results are estimates based on industry knowledge and your shop's rates. Always apply
your own judgment before changing prices — especially for items flagged as Low confidence.
</div>
</div>
</section>
</div> </div>
<div class="col-lg-3 d-none d-lg-block"> <div class="col-lg-3 d-none d-lg-block">
@@ -449,6 +494,7 @@
<a class="nav-link py-1 px-3 small text-body" href="#powder-insights">Powder Insights</a> <a class="nav-link py-1 px-3 small text-body" href="#powder-insights">Powder Insights</a>
<a class="nav-link py-1 px-3 small text-body" href="#inventory-categories">Inventory Categories &amp; Is Coating</a> <a class="nav-link py-1 px-3 small text-body" href="#inventory-categories">Inventory Categories &amp; Is Coating</a>
<a class="nav-link py-1 px-3 small text-body" href="#powder-usage">Powder Usage on Jobs</a> <a class="nav-link py-1 px-3 small text-body" href="#powder-usage">Powder Usage on Jobs</a>
<a class="nav-link py-1 px-3 small text-body" href="#ai-price-check">AI Catalog Price Check</a>
</nav> </nav>
</div> </div>
</div> </div>