The Quick-add menu works as a shortcut and allows you to create new records anytime from the top-right corner of the platform, without having to navigate to a specific feature page first.
To add a record:
Click the Plus (+) button in the top-right corner of the screen
Select the type of record you want to create from the dropdown
A creation form will open for the selected record type
Available record types include: Location, Organisation, Product, Item, Delivery, Process, Document, Certificate
Use the Quick-add menu when you're working on tasks that span multiple data
types, or when building out new records during onboarding.