Resources and cash box concepts

ModuleCatalogs

Suggested profileAdministration

PermissionCASH_BOX_CONCEPTS: WRITE / ADMIN

StatusValidated

Objective

Maintain the catalog of concepts (resources) used when recording cash box entries and exits. Each concept has a key, a name, a type (entry or exit) and an icon.

How the screen is organized

Table with search and the columns: name, key, type (entry or exit tag), icon and status. Actions: edit, delete.

Available actions

• Create concept: high dialog with key, name, type, icon.
• Edit concept: adjust data.
• Activate or deactivate: the concept stops being available.
• Delete: requires CASH_BOX_CONCEPTS: ADMIN.

Permissions

• CASH_BOX_CONCEPTS: WRITE to create and edit.
• CASH_BOX_CONCEPTS: ADMIN to delete.

Before starting

• Define the concept nomenclature (for example: "Consultation charge", "Refund", "Advance", "Operating expense").
• Know the icon conventions.

Step by step - Create

1. Go to Catalogs -> Resources and cash box concepts.
2. Click New concept.
3. Enter: key, name, type (Entry or Exit), icon.
4. Confirm.

Expected result

• The concept is registered.
• It appears as an option in the Concept selector of the cash box entry and exit dialogs.
• The system shows a success message.

Pending: add screenshot of catalogos-recursos-01-dialogo.png.

Common errors

Situation	What to do
The concept does not appear when recording a movement	Verify that it is active.
The type is incorrect	Edit the concept and adjust the type.

Suggested permissions

• CASH_BOX_CONCEPTS: WRITE.

Operational recommendations

• Maintain consistent nomenclature with the operation.
• Avoid duplicates: if the concept already exists, reuse it.

Relation with other modules

• Cash box: concepts are selected when recording entries and exits.
• Cash box (Parameters): some specific cash box parameters are managed from the Cash box module directly.