Dashboard

Use the Posnic Add Menu for Quick Creation

The Add button is a permission-aware launcher for ten common creation screens; selecting an entry opens its normal form and saves nothing by itself.

Menu path: Any desktop Posnic screen -> top-left Add
Verified from: Posnic demo and current POS source reviewed on 2026-09-08

Technical source evidence

frontend/layouts/header.html Add dropdown destinations and data-module write gates, frontend/static/script/js/core/PosnicPro.js ACLApply permission filtering, frontend/static/script/js/routes.js destination routing, demo.posnic.io Add menu with ten Demo Admin entries verified on 2026-09-08

Current Posnic dashboard header with the global Add button beside the menu control — **Global Add button**Add stays in the desktop header so an authorized operator can open a creation workflow without first navigating to its list.

Open a Creation Workflow

Finish or save any form already in progress before leaving it.
Select Add in the top-left area of the desktop header.
Read the destination name carefully; Item, Category and Variant are separate catalog records.
Select one entry to open its normal creation screen.
Complete the required fields and review the full workflow guide before selecting Save.
Confirm the success message or resulting record. Opening an Add entry alone does not create anything.

Add Menu Destinations

Entry	Opens	Permission required	Detailed guide
Sale	New Sale	Sales write	Create a Sale
Purchase	New Purchase	Purchase/Receiving write	Receive Stock Directly or from an Order
Item	Add Item	Item write	Create an Item
Category	Add Category	Category write	Create and Manage Categories
Variant	Add Variant	Item write	Create and Manage Variants
Supplier	Add Supplier	Supplier write	Create and Maintain Suppliers
Customer	Add Customer	Customer write	Create a Customer Profile
Branch	Add Branch	Branch write	Create a Branch or Outlet
User	Add User	User write	Create an Employee User
Expense	Add Cash Book Entry	Expense write	Create a Cash Book Entry

The Menu Follows Permissions

Every Add entry declares a module and write-access requirement. After Posnic loads the signed-in user's access list, entries without the matching write permission are removed from the menu.

A shorter menu can be correct for a cashier or restricted employee.
Read permission is not enough to create a record; the corresponding module needs write permission.
Category has its own Category write permission, while Variant uses Item write permission.
The Expense shortcut opens the Cash Book entry form because money-in and money-out records share that module.
If permissions have not loaded yet, controls can remain temporarily visible; the server still validates the operation when submitted.
Do not grant broad write access only to make every shortcut visible. Assign access according to the employee's real duties.

Shortcut Versus Module List

Use Add when	Use the module list when
You already know which new record is required.	You need to search for duplicates before creating.
The current task is new and unrelated to the open module.	You need to inspect, edit, export or restore existing records.
You want the normal creation form in one selection.	You need context such as existing stock, history, status or branch ownership.
A trained operator is following a defined workflow.	An unfamiliar operator needs to review nearby records before deciding.

Avoid Common Quick-Create Mistakes

Search the relevant list first when names, phone numbers, SKU values, barcodes or usernames may already exist.
Do not choose Purchase when the task is only a purchase order; use the dedicated purchase-order workflow.
Do not choose Item for a one-off untracked charge during a sale; use Quick Sale when shop policy permits it.
Do not choose Expense for a supplier purchase. Cash Book entries and stock purchases have different reporting effects.
Do not open Branch or User forms casually on a shared counter; both affect access and operating structure.
Close an unwanted blank form without saving instead of entering placeholder data.

Troubleshoot the Add Menu

Symptom	Check	Action
Add button is missing	Window width and whether the desktop header has loaded.	Enlarge the window or reload after saving current work.
One entry is missing	The user's write permission for that module.	Ask an administrator to review the assigned role; do not share an admin login.
Entry opens but save is unauthorized	Whether access changed or the permission list was unavailable when the header rendered.	Reload, confirm the role, and have an administrator correct access if appropriate.
Wrong form was opened	The destination selected from the dropdown.	Close without saving and reopen Add with the correct entry.
Duplicate record was created	Whether the list was searched first.	Follow the record's merge, edit or approved deletion process; do not create another correction record.
Expense opens Cash Book Entry	This is the designed destination.	Choose Money Out for an expense and follow the Cash Book guide.