Dashboard

Complete or Dismiss the Store Setup Checklist

The dashboard checklist shows only setup work that Posnic can prove is still incomplete from current shop data; completing a card changes real configuration, while Dismiss only hides the reminder on that device.

Menu path: Home -> Dashboard -> Let's finish setting up your store
Verified from: Posnic demo and current POS source reviewed on 2026-09-08

Technical source evidence

frontend/modules/dashboard.html checklist strip, cards and Dismiss control, frontend/static/script/js/modules/js/dashboard.js SETUP_CARDS, live loading and device-local dismissal, api/src/controllers/dashboard.controller.js getSetupChecklist database completion rules, demo.posnic.io checklist observed on 2026-09-08

Live Posnic dashboard with the store setup checklist above the outlet and period controls — **Live store setup checklist**Only incomplete checks are shown. Select a card to open its real setup screen, or Dismiss to hide this strip on the current device without completing anything.

Read the Checklist Before Dismissing It

Open Home -> Dashboard and wait briefly for the checklist to load above the outlet card.
Read every visible card. Posnic omits checks already satisfied by current data.
Select one card to open the related setup page; the card itself does not save or create a record.
Complete and save the real form using the detailed guide linked for that workflow.
Return to Dashboard and allow the checklist to reload. The completed card should disappear when its database condition is true.
Repeat until no cards remain. The entire strip hides automatically when all five checks are complete.

Exact Completion Rules

Checklist card	Posnic marks it complete when	Card destination	Detailed guide
Set up your outlet info	The current branch has both a nonblank store address and telephone.	Current branch edit page	Edit Branch and Outlet Details
Add your first items	At least one non-instant item exists for the current branch and licence.	Items -> New	Create an Item
Add your logo	The current branch image is present and is not the default store.png image.	Current branch edit page	Edit Branch and Outlet Details
Add your employees	More than one user exists for the licence.	Manage -> Users	Create an Employee User
Set up taxes	At least one tax-group record exists for the current branch and licence.	Settings -> Tax	Create and Manage Tax Groups

Important Meaning of Each Check

Outlet info checks only address and telephone. It does not prove that receipt address, email, currency, time zone, tax identity or every branch field is ready.
First items excludes instant Quick Sale records. A temporary sale description does not count as a configured catalog item.
Logo checks for a non-default branch image. It does not prove that the image is sharp, correctly cropped or readable on the printed receipt.
Employees is licence-wide and counts users, not whether every employee has the correct role, branch access, PIN or training.
Taxes checks for a branch tax group. It does not prove the rate, components, item assignments or legal tax treatment are correct.
A missing card means its narrow database condition is satisfied, not that the wider workflow has passed owner review.

What Dismiss Actually Does

Dismiss stores setup_checklist_dismissed=true in Posnic's local storage and immediately hides the strip. It does not write a completion flag to the shop database, change any checklist condition or hide the reminder on every till.

Dismiss only on a device where the owner accepts losing this reminder.
Another browser profile, private window, cleared app data or separate desktop till can still show the checklist.
Completing setup after dismissal still changes the underlying shop data normally; only the reminder remains hidden on that local profile.
The current interface has no Show setup checklist again button and does not automatically clear the dismissal preference when a setup condition later becomes incomplete.
Do not clear all browser or desktop app data casually to restore one reminder; local data can include other till preferences and session state.

Permissions and Branch Scope

Situation	What the operator may see	Correct action
Cashier sees a setup card but cannot edit its destination	The dashboard check is visible, while the target module is permission-controlled.	Ask an administrator to complete or assign the specific setup task; do not share an admin login.
One branch shows outlet or logo work	Outlet and logo checks use the currently selected branch.	Edit that branch, then return to its dashboard context.
Items differ by branch	The item check requires a non-instant item accessible to the current branch.	Create or assign a real item to that branch.
Employee card disappears for all branches	The employee count is licence-wide rather than branch-specific.	Still review each user's actual branch access and role.
Tax card remains in one branch	Tax groups are checked for the current branch and licence.	Create or verify the group in that exact branch context.

Troubleshoot the Setup Checklist

Symptom	Likely cause	Action
Checklist never appears	It is complete, locally dismissed, still loading, or the setup request failed.	Verify the five real records directly. Do not infer completion only from an absent strip.
A saved card remains visible	Its exact completion condition is still false or the dashboard has not reloaded.	Check the rule in this page, confirm branch context, then reopen Dashboard.
Outlet card remains after adding an address	Telephone is blank.	Save both store address and telephone for the current branch.
Item card remains after Quick Sale	Instant items are excluded from the check.	Create or assign a normal catalog item to the branch.
Logo card remains after upload	The branch still references store.png or the upload was not saved.	Reopen branch edit, verify the saved preview and test the receipt.
Checklist was dismissed by mistake	The local dismissal preference is set and there is no restore control.	Complete the five checks through their normal modules. Ask support before clearing local application data solely to restore the strip.
Tax card disappeared but sales tax is wrong	The check proves only that a group exists.	Audit tax components, rates, defaults and item assignments before trading.