Inventory Solution

• Track inventory intake with photos, sizes, colors, and source details.
• Save repurchase links and barcodes for quick reordering.
• Log tax expenses with receipt photos or PDFs and OCR text recognition.
• Auto-generate unique invoice numbers based on Date Received.
• Provide monthly expense reports with category breakdowns.
• Export CSV or text reports for bookkeeping or accountants.
• Store data in the cloud (no local-only storage).

• No double entry: add a rug once and update when sold.
• Photo proof: attach inventory and receipt photos from iPhone.
• Fast updates: edit/delete in one tap.
• Tax-ready: export expenses and inventory to CSV.
• Mobile-first: built for iPhone use.
• Reports: monthly summaries and category totals in seconds.

1. Open the Inventory tab.
2. Fill in Date Received (invoice auto‑creates).
3. Add size, style, color, source, repurchase link (optional), barcode, and comment.
4. Tap Take Photo or Choose from Library.
5. Tap Add Inventory Item.

Mark an item as sold

1. Find the item and tap Edit.
2. Enter Date Sold and Price Sold.
3. Tap Save Changes.

Layaway workflow

1. Set Layaway Status to Layaway when a payment plan starts.
2. The item stays out of Sold until the final payment is made.
3. When paid, change Layaway Status to Paid to move it under Sold.

Edit and photos

• Edit any field, replace the photo, or add/update the repurchase link.
• Tap a thumbnail to open a larger photo preview with zoom controls.

Barcode scanning

• Tap Scan next to Barcode to use the camera.
• Use Enter Manually if needed.
• Use the ? button for browser camera permission help.

Using your handheld barcode scanner

1. Pair the scanner to your phone/tablet via Bluetooth (HID keyboard mode).
2. Open Inventory and tap the Barcode field so the cursor is active.
3. Scan the barcode. The number will type into the field automatically.
4. Tap Add Inventory Item or Save Changes.

If the scan does not enter, re-pair the scanner and confirm it is in keyboard/HID mode.

Filters and quick counts

• Use Quick Search (Show/Hide Quick Search) to scan or type an invoice/barcode.
• Use Quick Count Filters (Size/Color/Style/Source/Price) to filter the table.
• Use Date Filter with the Date Field toggle (Received/Sold).
• Use Layaway to show layaway-only or hide layaway items.
• Tap Clear Filters to reset all filters.
• Source field auto-suggests previously used vendors.

Source summary and gallery

• Source Summary shows totals and items by vendor (use Show Summary).
• Photo Gallery shows all photos with descriptions and repurchase links (use Show Gallery).

Use the flowchart for a quick, printable overview of both workflows.

Open the Flowchart (print/save as PDF)

Printable summary of the system value and scope.

Open the Value Estimate (print/save as PDF)

1. Tap Tax Tracker and enter the password.
2. Add expense details and a receipt photo or PDF.
3. Tap Run OCR on Receipt to auto‑fill.
4. Tap Add Expense.

Payment methods

Choose a payment method from the dropdown:

• Cash, Credit Card, Debit Card, Check
• Zelle, Venmo, PayPal, Cash App, Bank Transfer, Other

Category totals

• The Category Totals cards show year‑to‑date totals by category.

Monthly reports

1. Scroll to Monthly Reports inside Tax Tracker.
2. Select a month/year.
3. Review totals, category breakdown, and transactions.
4. Export with CSV, Text, or Print.

• Inventory: Export CSV on Inventory tab.
• Expenses: Export CSV on Tax tab.
• Monthly reports: CSV, Text, or Print in Monthly Reports.

CSV files open in Excel, Google Sheets, or can be sent to an accountant.

1. Save the invoice scan as a photo or PDF.
2. Use the template files in the project folder:
3. INVOICE_IMPORT_TEMPLATE.md for naming rules and notes.
4. invoice-import-template.csv to list line items.
5. Send the invoice file + CSV for import into Inventory and Tax Tracker.

• Use clear, bright photos for the best OCR results.
• Use comments for invoice numbers or special notes.
• Keep Date Received accurate for clean invoice IDs.
• On iPhone, tap Share → Add to Home Screen for a full‑screen app.