# Inventory Module

# inventory-auto-purchase-records-id

# Automatic Purchase Record – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/auto-purchase-records/<pk>/`  
**Model:** AutoPurchaseRecord  
**Record Name:** Automatic Purchase Record  
**Plural Name:** Automatic Purchase Records  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-auto-purchase-records](https://help.brisksystems.us/books/brisk-documentation/page/inventory-auto-purchase-records)

---

## Advanced Notes
_TODO_

# inventory-auto-purchase-records

# Automatic Purchase Records – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/auto-purchase-records/`  
**Model:** AutoPurchaseRecord  
**Record Name:** Automatic Purchase Record  
**Plural Name:** Automatic Purchase Records  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Detail View** — [inventory-auto-purchase-records-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-auto-purchase-records-id)

---

## Advanced Notes
_TODO_

# inventory-inventory-adjustments-create

# Inventory Adjustment – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/inventory-adjustments/create/`  
**Model:** InventoryAdjustment  
**Record Name:** Inventory Adjustment  
**Plural Name:** Inventory Adjustments  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | _TODO_ |
| Balancing Account | Relationship (single) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments)
- **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id)
- **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update)

---

## Advanced Notes
_TODO_

# inventory-inventory-adjustments-id-update

# Inventory Adjustment – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/inventory-adjustments/<pk>/update/`  
**Model:** InventoryAdjustment  
**Record Name:** Inventory Adjustment  
**Plural Name:** Inventory Adjustments  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | _TODO_ |
| Balancing Account | Relationship (single) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments)
- **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create)
- **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id)

---

## Advanced Notes
_TODO_

# inventory-inventory-adjustments-id

# Inventory Adjustment – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/inventory-adjustments/<pk>/`  
**Model:** InventoryAdjustment  
**Record Name:** Inventory Adjustment  
**Plural Name:** Inventory Adjustments  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | _TODO_ |
| Balancing Account | Relationship (single) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments)
- **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create)
- **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update)

---

## Advanced Notes
_TODO_

# inventory-inventory-adjustments

# Inventory Adjustments – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/inventory-adjustments/`  
**Model:** InventoryAdjustment  
**Record Name:** Inventory Adjustment  
**Plural Name:** Inventory Adjustments  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | _TODO_ |
| Balancing Account | Relationship (single) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create)
- **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id)
- **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update)

---

## Advanced Notes
_TODO_

# inventory-inventory-item-id

# Inventory Item – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/inventory-item/<pk>/`  
**Model:** InventoryItem  
**Record Name:** Inventory Item  
**Plural Name:** Items In Inventory  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Averagecost Currency | Text (choice) (optional) | _TODO_ |
| Average Cost | Number (decimal) (optional) | _TODO_ |
| Quantity | Number (decimal) | _TODO_ |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary)
- **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg)
- **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs)
- **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs)

---

## Advanced Notes
_TODO_

# inventory-inventory-receipts-create

# Inventory Receipt – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/inventory-receipts/create/`  
**Model:** InventoryReceipt  
**Record Name:** Inventory Receipt  
**Plural Name:** Inventory Receipts  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Vendor Invoice # | Text (optional) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts)
- **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id)
- **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update)

---

## Advanced Notes
_TODO_

# inventory-inventory-receipts-id-update

# Inventory Receipt – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/inventory-receipts/<pk>/update/`  
**Model:** InventoryReceipt  
**Record Name:** Inventory Receipt  
**Plural Name:** Inventory Receipts  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Vendor Invoice # | Text (optional) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts)
- **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create)
- **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id)

---

## Advanced Notes
_TODO_

# inventory-inventory-receipts-id

# Inventory Receipt – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/inventory-receipts/<pk>/`  
**Model:** InventoryReceipt  
**Record Name:** Inventory Receipt  
**Plural Name:** Inventory Receipts  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Vendor Invoice # | Text (optional) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts)
- **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create)
- **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update)

---

## Advanced Notes
_TODO_

# inventory-inventory-receipts

# Inventory Receipts – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/inventory-receipts/`  
**Model:** InventoryReceipt  
**Record Name:** Inventory Receipt  
**Plural Name:** Inventory Receipts  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Vendor Invoice # | Text (optional) | _TODO_ |
| Memo | Long text | _TODO_ |
| Edit Locked | Yes/No | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create)
- **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id)
- **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update)

---

## Advanced Notes
_TODO_

# inventory-item-classes-create

# Item Class – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/item-classes/create/`  
**Model:** ItemClass  
**Record Name:** Item Class  
**Plural Name:** Item Classes  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Code | Text (optional) | _TODO_ |
| Can Be Manufactured | Yes/No (optional) | _TODO_ |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes)
- **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id)
- **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update)

---

## Advanced Notes
_TODO_

# inventory-item-classes-id-update

# Item Class – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/item-classes/<pk>/update/`  
**Model:** ItemClass  
**Record Name:** Item Class  
**Plural Name:** Item Classes  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Code | Text (optional) | _TODO_ |
| Can Be Manufactured | Yes/No (optional) | _TODO_ |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes)
- **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create)
- **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id)

---

## Advanced Notes
_TODO_

# inventory-item-classes-id

# Item Class – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/item-classes/<pk>/`  
**Model:** ItemClass  
**Record Name:** Item Class  
**Plural Name:** Item Classes  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Code | Text (optional) | _TODO_ |
| Can Be Manufactured | Yes/No (optional) | _TODO_ |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes)
- **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create)
- **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update)

---

## Advanced Notes
_TODO_

# inventory-item-classes

# Item Classes – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/item-classes/`  
**Model:** ItemClass  
**Record Name:** Item Class  
**Plural Name:** Item Classes  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Code | Text (optional) | _TODO_ |
| Can Be Manufactured | Yes/No (optional) | _TODO_ |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create)
- **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id)
- **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update)

---

## Advanced Notes
_TODO_

# inventory-items-create

# Item – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/items/create/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items)
- **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid)
- **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id)
- **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update)
- **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid)

---

## Advanced Notes
_TODO_

# inventory-items-grid

# Items – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/items/grid/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items)
- **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create)
- **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id)
- **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update)
- **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid)

---

## Advanced Notes
_TODO_

# inventory-items-id-grid

# Item – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/items/<pk>/grid/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items)
- **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid)
- **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create)
- **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id)
- **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update)

---

## Advanced Notes
_TODO_

# inventory-items-id-update

# Item – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/items/<pk>/update/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items)
- **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid)
- **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create)
- **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id)
- **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid)

---

## Advanced Notes
_TODO_

# inventory-items-id

# Item – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/items/<pk>/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items)
- **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid)
- **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create)
- **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update)
- **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid)

---

## Advanced Notes
_TODO_

# inventory-items

# Items – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/items/`  
**Model:** Item  
**Record Name:** Item  
**Plural Name:** Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text (optional) | _TODO_ |
| Item Code | Text (optional) | _TODO_ |
| Item Type | Text (choice) | _TODO_ |
| Item Class | Relationship (single) (optional) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | _TODO_ |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | _TODO_ |
| Msrp | Number (decimal) (optional) | _TODO_ |
| Replacementcost Currency | Text (choice) | _TODO_ |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Location | Relationship (single) (optional) | _TODO_ |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | _TODO_ |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | _TODO_ |
| Expense Account | Relationship (single) | _TODO_ |
| Cogs Account | Relationship (single) | _TODO_ |
| Revenue Account | Relationship (single) | _TODO_ |
| Default Tax | Relationship (single) | _TODO_ |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid)
- **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create)
- **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id)
- **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update)
- **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid)

---

## Advanced Notes
_TODO_

# inventory-locations-create

# Location – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/locations/create/`  
**Model:** Location  
**Record Name:** Location  
**Plural Name:** Locations  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations)
- **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id)
- **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update)

---

## Advanced Notes
_TODO_

# inventory-locations-id-update

# Location – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/locations/<pk>/update/`  
**Model:** Location  
**Record Name:** Location  
**Plural Name:** Locations  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations)
- **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create)
- **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id)

---

## Advanced Notes
_TODO_

# inventory-locations-id

# Location – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/locations/<pk>/`  
**Model:** Location  
**Record Name:** Location  
**Plural Name:** Locations  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations)
- **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create)
- **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update)

---

## Advanced Notes
_TODO_

# inventory-locations

# Locations – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/locations/`  
**Model:** Location  
**Record Name:** Location  
**Plural Name:** Locations  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create)
- **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id)
- **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update)

---

## Advanced Notes
_TODO_

# inventory-price-rules-grid

# Price Rules – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/price-rules/grid/`  
**Model:** PriceRule  
**Record Name:** Price Rule  
**Plural Name:** Price Rules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Customer Class | Relationship (single) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | _TODO_ |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | _TODO_ |
| Price Currency | Text (choice) (optional) | _TODO_ |
| Calculated Price | Number (decimal) (optional) | _TODO_ |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Detail View** — [inventory-price-rules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id)
- **Update View** — [inventory-price-rules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id-grid)

---

## Advanced Notes
_TODO_

# inventory-price-rules-id-grid

# Price Rule – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/price-rules/<pk>/grid/`  
**Model:** PriceRule  
**Record Name:** Price Rule  
**Plural Name:** Price Rules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Customer Class | Relationship (single) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | _TODO_ |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | _TODO_ |
| Price Currency | Text (choice) (optional) | _TODO_ |
| Calculated Price | Number (decimal) (optional) | _TODO_ |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-rules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-grid)
- **Detail View** — [inventory-price-rules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id)

---

## Advanced Notes
_TODO_

# inventory-price-rules-id

# Price Rule – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/price-rules/<pk>/`  
**Model:** PriceRule  
**Record Name:** Price Rule  
**Plural Name:** Price Rules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Customer Class | Relationship (single) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | _TODO_ |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | _TODO_ |
| Price Currency | Text (choice) (optional) | _TODO_ |
| Calculated Price | Number (decimal) (optional) | _TODO_ |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-rules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-grid)
- **Update View** — [inventory-price-rules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id-grid)

---

## Advanced Notes
_TODO_

# inventory-price-schedules-create

# Price Schedule – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/price-schedules/create/`  
**Model:** PriceSchedule  
**Record Name:** Price Schedule  
**Plural Name:** Price Schedules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules)
- **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id)
- **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update)

---

## Advanced Notes
_TODO_

# inventory-price-schedules-grid

# Price Schedule Items – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/price-schedules/grid/`  
**Model:** PriceScheduleItem  
**Record Name:** Price Schedule Item  
**Plural Name:** Price Schedule Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Price Schedule | Relationship (single) | _TODO_ |
| Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from |
| Customer Class | Relationship (single) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | _TODO_ |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | _TODO_ |
| Price Currency | Text (choice) (optional) | _TODO_ |
| Calculated Price | Number (decimal) (optional) | _TODO_ |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Update View** — [inventory-price-schedules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-grid)

---

## Advanced Notes
_TODO_

# inventory-price-schedules-id-grid

# Price Schedule Item – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/price-schedules/<pk>/grid/`  
**Model:** PriceScheduleItem  
**Record Name:** Price Schedule Item  
**Plural Name:** Price Schedule Items  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Price Schedule | Relationship (single) | _TODO_ |
| Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from |
| Customer Class | Relationship (single) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | _TODO_ |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | _TODO_ |
| Price Currency | Text (choice) (optional) | _TODO_ |
| Calculated Price | Number (decimal) (optional) | _TODO_ |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-schedules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-grid)

---

## Advanced Notes
_TODO_

# inventory-price-schedules-id-update

# Price Schedule – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/price-schedules/<pk>/update/`  
**Model:** PriceSchedule  
**Record Name:** Price Schedule  
**Plural Name:** Price Schedules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules)
- **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create)
- **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id)

---

## Advanced Notes
_TODO_

# inventory-price-schedules-id

# Price Schedule – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/price-schedules/<pk>/`  
**Model:** PriceSchedule  
**Record Name:** Price Schedule  
**Plural Name:** Price Schedules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules)
- **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create)
- **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update)

---

## Advanced Notes
_TODO_

# inventory-price-schedules

# Price Schedules – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/price-schedules/`  
**Model:** PriceSchedule  
**Record Name:** Price Schedule  
**Plural Name:** Price Schedules  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create)
- **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id)
- **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update)

---

## Advanced Notes
_TODO_

# inventory-purchase-orders-create

# Purchase – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/purchase-orders/create/`  
**Model:** Purchase  
**Record Name:** Purchase  
**Plural Name:** Purchase Orders  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Purchase # | Text | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Submitted To Vendor | Yes/No | _TODO_ |
| Memo | Long text | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | _TODO_ |
| Parent | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders)
- **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id)
- **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update)

---

## Advanced Notes
_TODO_

# inventory-purchase-orders-id-update

# Purchase – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/purchase-orders/<pk>/update/`  
**Model:** Purchase  
**Record Name:** Purchase  
**Plural Name:** Purchase Orders  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Purchase # | Text | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Submitted To Vendor | Yes/No | _TODO_ |
| Memo | Long text | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | _TODO_ |
| Parent | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders)
- **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create)
- **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id)

---

## Advanced Notes
_TODO_

# inventory-purchase-orders-id

# Purchase – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/purchase-orders/<pk>/`  
**Model:** Purchase  
**Record Name:** Purchase  
**Plural Name:** Purchase Orders  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Purchase # | Text | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Submitted To Vendor | Yes/No | _TODO_ |
| Memo | Long text | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | _TODO_ |
| Parent | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders)
- **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create)
- **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update)

---

## Advanced Notes
_TODO_

# inventory-purchase-orders

# Purchase Orders – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/purchase-orders/`  
**Model:** Purchase  
**Record Name:** Purchase  
**Plural Name:** Purchase Orders  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Purchase # | Text | _TODO_ |
| Status | Text (choice) | _TODO_ |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Date Created | Date & time (optional) | _TODO_ |
| Submitted To Vendor | Yes/No | _TODO_ |
| Memo | Long text | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | _TODO_ |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | _TODO_ |
| Parent | Relationship (single) (optional) | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create)
- **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id)
- **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update)

---

## Advanced Notes
_TODO_

# inventory-received-items

# Inventory Items Recevied – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/received-items/`  
**Model:** InventoryReceiptRow  
**Record Name:** Inventory Item Received  
**Plural Name:** Inventory Items Recevied  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Receipt Link | Relationship (single) (optional) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Quantity Received | Number (decimal) | _TODO_ |
| Cost Currency | Text (choice) | _TODO_ |
| Cost | Number (decimal) | _TODO_ |
| Totalcost Currency | Text (choice) | _TODO_ |
| Total Cost | Number (decimal) | _TODO_ |
| Description | Text | _TODO_ |
| Memo | Long text | _TODO_ |
| Date Received | Date & time (optional) | _TODO_ |
| Purchase Row | Relationship (single) (optional) | _TODO_ |
| Processed | Yes/No | _TODO_ |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens


---

## Advanced Notes
_TODO_

# inventory-stock-summary-mfg

# Items In Inventory – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/stock-summary-mfg/`  
**Model:** InventoryItem  
**Record Name:** Inventory Item  
**Plural Name:** Items In Inventory  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Averagecost Currency | Text (choice) (optional) | _TODO_ |
| Average Cost | Number (decimal) (optional) | _TODO_ |
| Quantity | Number (decimal) | _TODO_ |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id)
- **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary)
- **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs)
- **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs)

---

## Advanced Notes
_TODO_

# inventory-stock-summary

# Items In Inventory – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/stock-summary/`  
**Model:** InventoryItem  
**Record Name:** Inventory Item  
**Plural Name:** Items In Inventory  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Item | Relationship (single) (optional) | _TODO_ |
| Warehouse | Relationship (single) (optional) | _TODO_ |
| Averagecost Currency | Text (choice) (optional) | _TODO_ |
| Average Cost | Number (decimal) (optional) | _TODO_ |
| Quantity | Number (decimal) | _TODO_ |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id)
- **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg)
- **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs)
- **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs)

---

## Advanced Notes
_TODO_

# inventory-units-of-measure-create

# Unit Of Measure – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/units-of-measure/create/`  
**Model:** UnitOfMeasure  
**Record Name:** Unit Of Measure  
**Plural Name:** Units Of Measure  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure)
- **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id)
- **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update)

---

## Advanced Notes
_TODO_

# inventory-units-of-measure-id-update

# Unit Of Measure – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/units-of-measure/<pk>/update/`  
**Model:** UnitOfMeasure  
**Record Name:** Unit Of Measure  
**Plural Name:** Units Of Measure  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure)
- **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create)
- **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id)

---

## Advanced Notes
_TODO_

# inventory-units-of-measure-id

# Unit Of Measure – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/units-of-measure/<pk>/`  
**Model:** UnitOfMeasure  
**Record Name:** Unit Of Measure  
**Plural Name:** Units Of Measure  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure)
- **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create)
- **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update)

---

## Advanced Notes
_TODO_

# inventory-units-of-measure

# Units Of Measure – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/units-of-measure/`  
**Model:** UnitOfMeasure  
**Record Name:** Unit Of Measure  
**Plural Name:** Units Of Measure  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create)
- **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id)
- **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update)

---

## Advanced Notes
_TODO_

# inventory-vendor-credit-memos-create

# Vendor Credit Memo – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/vendor-credit-memos/create/`  
**Model:** VendorCreditMemo  
**Record Name:** Vendor Credit Memo  
**Plural Name:** Vendor Credit Memos  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | _TODO_ |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | _TODO_ |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos)
- **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id)
- **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update)

---

## Advanced Notes
_TODO_

# inventory-vendor-credit-memos-id-update

# Vendor Credit Memo – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/vendor-credit-memos/<pk>/update/`  
**Model:** VendorCreditMemo  
**Record Name:** Vendor Credit Memo  
**Plural Name:** Vendor Credit Memos  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | _TODO_ |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | _TODO_ |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos)
- **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create)
- **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id)

---

## Advanced Notes
_TODO_

# inventory-vendor-credit-memos-id

# Vendor Credit Memo – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/vendor-credit-memos/<pk>/`  
**Model:** VendorCreditMemo  
**Record Name:** Vendor Credit Memo  
**Plural Name:** Vendor Credit Memos  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | _TODO_ |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | _TODO_ |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos)
- **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create)
- **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update)

---

## Advanced Notes
_TODO_

# inventory-vendor-credit-memos

# Vendor Credit Memos – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/vendor-credit-memos/`  
**Model:** VendorCreditMemo  
**Record Name:** Vendor Credit Memo  
**Plural Name:** Vendor Credit Memos  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | _TODO_ |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | _TODO_ |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | _TODO_ |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | _TODO_ |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create)
- **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id)
- **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update)

---

## Advanced Notes
_TODO_

# inventory-warehouses-create

# Warehouse – Create View

**Module:** Inventory  
**Screen Type:** Create View  
**URL:** `/^inventory/warehouses/create/`  
**Model:** Warehouse  
**Record Name:** Warehouse  
**Plural Name:** Warehouses  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Write-Off Account | Relationship (single) (optional) | _TODO_ |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses)
- **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id)
- **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update)

---

## Advanced Notes
_TODO_

# inventory-warehouses-id-update

# Warehouse – Update View

**Module:** Inventory  
**Screen Type:** Update View  
**URL:** `/^inventory/warehouses/<pk>/update/`  
**Model:** Warehouse  
**Record Name:** Warehouse  
**Plural Name:** Warehouses  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Write-Off Account | Relationship (single) (optional) | _TODO_ |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses)
- **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create)
- **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id)

---

## Advanced Notes
_TODO_

# inventory-warehouses-id

# Warehouse – Detail View

**Module:** Inventory  
**Screen Type:** Detail View  
**URL:** `/^inventory/warehouses/<pk>/`  
**Model:** Warehouse  
**Record Name:** Warehouse  
**Plural Name:** Warehouses  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Write-Off Account | Relationship (single) (optional) | _TODO_ |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses)
- **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create)
- **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update)

---

## Advanced Notes
_TODO_

# inventory-warehouses

# Warehouses – List View

**Module:** Inventory  
**Screen Type:** List View  
**URL:** `/^inventory/warehouses/`  
**Model:** Warehouse  
**Record Name:** Warehouse  
**Plural Name:** Warehouses  

---

## What This Screen Is For
_TODO: Explain what this screen does in plain language._

---

## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Name | Text | _TODO_ |
| Description | Text | _TODO_ |
| Write-Off Account | Relationship (single) (optional) | _TODO_ |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create)
- **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id)
- **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update)

---

## Advanced Notes
_TODO_