Quick Add
Quick Add is the + shortcut at the foot of the sidebar. It creates the records you reach for most often, from wherever you are, without walking through the menu.
What you can create
| Quick Add | Full module |
|---|---|
| Sales / Invoice | Sales Invoice |
| Purchase | Purchases |
| Customer | Parties |
| Supplier | Parties |
| Expense | Expenses |
| Payment | Customer Payment · Supplier Payment |
How to use it
- Click + Quick Add.
- Choose what you want to create.
- Fill in the form and save.
Instead of Sales → Add New, it is one click and a choice.
Why it matters
- Fewer clicks on repetitive work.
- Less chance of losing your place mid-task — you can raise an invoice without leaving the report you were reading.
- The record created is identical to one created from the module itself. There is no "lite" version.
What you see depends on your role
Quick Add only offers what your role permits. A cashier will not see Purchase.
Next
You are set up. Continue to the module you work in most:
- Point of Sale — for counter sales
- Sales — for invoicing and receivables
- Purchase — for supplier bills and payables