# Management Module

# management-custom-fields-create

# Extra Field – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/custom-fields/create/`  
**Model:** ExtraField  
**Record Name:** Extra Field  
**Plural Name:** Extra Fields  

---

## 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 |
|------|------|------------|
| Content Type | Relationship (single) | _TODO_ |
| Field Group | Text | _TODO_ |
| Order | Number (integer) | _TODO_ |
| Display Name | Text | _TODO_ |
| Name | Slug | _TODO_ |
| Field Settings | JSON | _TODO_ |
| Widget | Text (choice) | _TODO_ |
| Default | Text | _TODO_ |
| Show In List View? | Yes/No | _TODO_ |
| Should Field Be Required? | Yes/No | _TODO_ |
| Help Text | 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_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Update View** — [management-custom-fields-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-id-update)

---

## Advanced Notes
_TODO_

# management-custom-fields-id-update

# Extra Field – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/custom-fields/<pk>/update/`  
**Model:** ExtraField  
**Record Name:** Extra Field  
**Plural Name:** Extra Fields  

---

## 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 |
|------|------|------------|
| Content Type | Relationship (single) | _TODO_ |
| Field Group | Text | _TODO_ |
| Order | Number (integer) | _TODO_ |
| Display Name | Text | _TODO_ |
| Name | Slug | _TODO_ |
| Field Settings | JSON | _TODO_ |
| Widget | Text (choice) | _TODO_ |
| Default | Text | _TODO_ |
| Show In List View? | Yes/No | _TODO_ |
| Should Field Be Required? | Yes/No | _TODO_ |
| Help Text | 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_ |

---

## Common Tasks
- _TODO_

---

## Tips & Helpful Hints
💡 _TODO_

---

## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [management-custom-fields-create](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-create)

---

## Advanced Notes
_TODO_

# management-custom-fields-id

# Custom Field – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/custom-fields/<pk>/`  
**Model:** CustomField  
**Record Name:** Custom Field  
**Plural Name:** Custom Fields  

---

## 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 |
|------|------|------------|
| 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** — [management-custom-fields](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields)

---

## Advanced Notes
_TODO_

# management-custom-fields

# Custom Fields – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/custom-fields/`  
**Model:** CustomField  
**Record Name:** Custom Field  
**Plural Name:** Custom Fields  

---

## 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 |
|------|------|------------|
| 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** — [management-custom-fields-id](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-id)

---

## Advanced Notes
_TODO_

# management-customer-classes-create

# Customer Class – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/customer-classes/create/`  
**Model:** CustomerClass  
**Record Name:** Customer Class  
**Plural Name:** Customer 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_ |
| Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. |
| Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. |

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

---

## Advanced Notes
_TODO_

# management-customer-classes-id-update

# Customer Class – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/customer-classes/<pk>/update/`  
**Model:** CustomerClass  
**Record Name:** Customer Class  
**Plural Name:** Customer 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_ |
| Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. |
| Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. |

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

---

## Advanced Notes
_TODO_

# management-customer-classes-id

# Customer Class – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/customer-classes/<pk>/`  
**Model:** CustomerClass  
**Record Name:** Customer Class  
**Plural Name:** Customer 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_ |
| Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. |
| Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. |

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

---

## Advanced Notes
_TODO_

# management-customer-classes

# Customer Classes – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/customer-classes/`  
**Model:** CustomerClass  
**Record Name:** Customer Class  
**Plural Name:** Customer 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_ |
| Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. |
| Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. |

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

---

## Advanced Notes
_TODO_

# management-customer-tax-codes-create

# Customer Tax Code – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/customer-tax-codes/create/`  
**Model:** CustomerTaxCode  
**Record Name:** Customer Tax Code  
**Plural Name:** Customer Tax Codes  

---

## 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_ |

## 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** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes)
- **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id)
- **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update)

---

## Advanced Notes
_TODO_

# management-customer-tax-codes-id-update

# Customer Tax Code – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/customer-tax-codes/<pk>/update/`  
**Model:** CustomerTaxCode  
**Record Name:** Customer Tax Code  
**Plural Name:** Customer Tax Codes  

---

## 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_ |

## 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** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes)
- **Create View** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create)
- **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id)

---

## Advanced Notes
_TODO_

# management-customer-tax-codes-id

# Customer Tax Code – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/customer-tax-codes/<pk>/`  
**Model:** CustomerTaxCode  
**Record Name:** Customer Tax Code  
**Plural Name:** Customer Tax Codes  

---

## 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_ |

## 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** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes)
- **Create View** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create)
- **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update)

---

## Advanced Notes
_TODO_

# management-customer-tax-codes

# Customer Tax Codes – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/customer-tax-codes/`  
**Model:** CustomerTaxCode  
**Record Name:** Customer Tax Code  
**Plural Name:** Customer Tax Codes  

---

## 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_ |

## 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** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create)
- **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id)
- **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update)

---

## Advanced Notes
_TODO_

# management-customers-create

# Customer – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/customers/create/`  
**Model:** Customer  
**Record Name:** Customer  
**Plural Name:** Customers  

---

## 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 # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Company | Text (optional) | _TODO_ |
| Display As Company | Yes/No | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address |
| Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address |
| Salesperson | Relationship (single) (optional) | _TODO_ |
| Class | Relationship (single) | _TODO_ |
| Freight Zone | Relationship (single) (optional) | _TODO_ |
| Freight Option | Text (choice) (optional) | _TODO_ |
| Discount Schedule | Relationship (single) (optional) | _TODO_ |
| Tax Code | Relationship (single) | _TODO_ |
| Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. |
| Creditlimit Currency | Text (choice) | _TODO_ |
| Credit Limit | Number (decimal) | _TODO_ |
| Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. |
| Receivable Account | Relationship (single) | _TODO_ |
| Accountbalance Currency | Text (choice) | _TODO_ |
| Account Balance | Number (decimal) | _TODO_ |
| Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. |
| Payment Terms | Relationship (single) | _TODO_ |
| Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information |
| Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. |
| Free On Board | Text (choice) (optional) | _TODO_ |
| Laborrate Currency | Text (choice) (optional) | _TODO_ |
| Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module |
| Display Name | Text (optional) | _TODO_ |
| Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. |
| Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. |
| Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway |

## 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** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers)
- **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id)
- **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update)
- **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list)
- **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create)
- **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update)

---

## Advanced Notes
_TODO_

# management-customers-id-update

# Customer – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/customers/<pk>/update/`  
**Model:** Customer  
**Record Name:** Customer  
**Plural Name:** Customers  

---

## 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 # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Company | Text (optional) | _TODO_ |
| Display As Company | Yes/No | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address |
| Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address |
| Salesperson | Relationship (single) (optional) | _TODO_ |
| Class | Relationship (single) | _TODO_ |
| Freight Zone | Relationship (single) (optional) | _TODO_ |
| Freight Option | Text (choice) (optional) | _TODO_ |
| Discount Schedule | Relationship (single) (optional) | _TODO_ |
| Tax Code | Relationship (single) | _TODO_ |
| Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. |
| Creditlimit Currency | Text (choice) | _TODO_ |
| Credit Limit | Number (decimal) | _TODO_ |
| Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. |
| Receivable Account | Relationship (single) | _TODO_ |
| Accountbalance Currency | Text (choice) | _TODO_ |
| Account Balance | Number (decimal) | _TODO_ |
| Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. |
| Payment Terms | Relationship (single) | _TODO_ |
| Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information |
| Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. |
| Free On Board | Text (choice) (optional) | _TODO_ |
| Laborrate Currency | Text (choice) (optional) | _TODO_ |
| Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module |
| Display Name | Text (optional) | _TODO_ |
| Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. |
| Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. |
| Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway |

## 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** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers)
- **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create)
- **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id)
- **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list)
- **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create)
- **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update)

---

## Advanced Notes
_TODO_

# management-customers-id

# Customer – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/customers/<pk>/`  
**Model:** Customer  
**Record Name:** Customer  
**Plural Name:** Customers  

---

## 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 # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Company | Text (optional) | _TODO_ |
| Display As Company | Yes/No | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address |
| Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address |
| Salesperson | Relationship (single) (optional) | _TODO_ |
| Class | Relationship (single) | _TODO_ |
| Freight Zone | Relationship (single) (optional) | _TODO_ |
| Freight Option | Text (choice) (optional) | _TODO_ |
| Discount Schedule | Relationship (single) (optional) | _TODO_ |
| Tax Code | Relationship (single) | _TODO_ |
| Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. |
| Creditlimit Currency | Text (choice) | _TODO_ |
| Credit Limit | Number (decimal) | _TODO_ |
| Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. |
| Receivable Account | Relationship (single) | _TODO_ |
| Accountbalance Currency | Text (choice) | _TODO_ |
| Account Balance | Number (decimal) | _TODO_ |
| Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. |
| Payment Terms | Relationship (single) | _TODO_ |
| Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information |
| Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. |
| Free On Board | Text (choice) (optional) | _TODO_ |
| Laborrate Currency | Text (choice) (optional) | _TODO_ |
| Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module |
| Display Name | Text (optional) | _TODO_ |
| Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. |
| Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. |
| Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway |

## 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** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers)
- **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create)
- **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update)
- **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list)
- **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create)
- **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update)

---

## Advanced Notes
_TODO_

# management-customers

# Customers – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/customers/`  
**Model:** Customer  
**Record Name:** Customer  
**Plural Name:** Customers  

---

## 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 # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Company | Text (optional) | _TODO_ |
| Display As Company | Yes/No | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address |
| Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address |
| Salesperson | Relationship (single) (optional) | _TODO_ |
| Class | Relationship (single) | _TODO_ |
| Freight Zone | Relationship (single) (optional) | _TODO_ |
| Freight Option | Text (choice) (optional) | _TODO_ |
| Discount Schedule | Relationship (single) (optional) | _TODO_ |
| Tax Code | Relationship (single) | _TODO_ |
| Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. |
| Creditlimit Currency | Text (choice) | _TODO_ |
| Credit Limit | Number (decimal) | _TODO_ |
| Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. |
| Receivable Account | Relationship (single) | _TODO_ |
| Accountbalance Currency | Text (choice) | _TODO_ |
| Account Balance | Number (decimal) | _TODO_ |
| Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. |
| Payment Terms | Relationship (single) | _TODO_ |
| Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information |
| Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. |
| Free On Board | Text (choice) (optional) | _TODO_ |
| Laborrate Currency | Text (choice) (optional) | _TODO_ |
| Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module |
| Display Name | Text (optional) | _TODO_ |
| Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. |
| Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. |
| Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway |

## 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** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create)
- **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id)
- **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update)
- **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list)
- **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create)
- **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update)

---

## Advanced Notes
_TODO_

# management-discount-schedules-create

# Discount Schedule – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/discount-schedules/create/`  
**Model:** DiscountSchedule  
**Record Name:** Discount Schedule  
**Plural Name:** Discount 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_ |
| Name | Text | _TODO_ |
| Method | Text (choice) | _TODO_ |
| Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules |

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

---

## Advanced Notes
_TODO_

# management-discount-schedules-id-update

# Discount Schedule – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/discount-schedules/<pk>/update/`  
**Model:** DiscountSchedule  
**Record Name:** Discount Schedule  
**Plural Name:** Discount 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_ |
| Name | Text | _TODO_ |
| Method | Text (choice) | _TODO_ |
| Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules |

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

---

## Advanced Notes
_TODO_

# management-discount-schedules-id

# Discount Schedule – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/discount-schedules/<pk>/`  
**Model:** DiscountSchedule  
**Record Name:** Discount Schedule  
**Plural Name:** Discount 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_ |
| Name | Text | _TODO_ |
| Method | Text (choice) | _TODO_ |
| Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules |

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

---

## Advanced Notes
_TODO_

# management-discount-schedules

# Discount Schedules – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/discount-schedules/`  
**Model:** DiscountSchedule  
**Record Name:** Discount Schedule  
**Plural Name:** Discount 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_ |
| Name | Text | _TODO_ |
| Method | Text (choice) | _TODO_ |
| Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules |

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

---

## Advanced Notes
_TODO_

# management-employees-create

# Employee – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/employees/create/`  
**Model:** Employee  
**Record Name:** Employee  
**Plural Name:** Employees  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| User | Relationship (one-to-one) (optional) | _TODO_ |
| Job Title | 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** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees)
- **Detail View** — [management-employees-id](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id)
- **Update View** — [management-employees-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id-update)

---

## Advanced Notes
_TODO_

# management-employees-id-update

# Employee – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/employees/<pk>/update/`  
**Model:** Employee  
**Record Name:** Employee  
**Plural Name:** Employees  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| User | Relationship (one-to-one) (optional) | _TODO_ |
| Job Title | 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** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees)
- **Create View** — [management-employees-create](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-create)
- **Detail View** — [management-employees-id](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id)

---

## Advanced Notes
_TODO_

# management-employees-id

# Employee – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/employees/<pk>/`  
**Model:** Employee  
**Record Name:** Employee  
**Plural Name:** Employees  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| User | Relationship (one-to-one) (optional) | _TODO_ |
| Job Title | 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** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees)
- **Create View** — [management-employees-create](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-create)
- **Update View** — [management-employees-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id-update)

---

## Advanced Notes
_TODO_

# management-employees

# Employees – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/employees/`  
**Model:** Employee  
**Record Name:** Employee  
**Plural Name:** Employees  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| User | Relationship (one-to-one) (optional) | _TODO_ |
| Job Title | 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

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

---

## Advanced Notes
_TODO_

# management-freight-zones-create

# Freight Zone – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/freight-zones/create/`  
**Model:** FreightZone  
**Record Name:** Freight Zone  
**Plural Name:** Freight Zones  

---

## 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_ |
| Rate Currency | Text (choice) | _TODO_ |
| Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. |

## 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** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones)
- **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id)
- **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update)

---

## Advanced Notes
_TODO_

# management-freight-zones-id-update

# Freight Zone – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/freight-zones/<pk>/update/`  
**Model:** FreightZone  
**Record Name:** Freight Zone  
**Plural Name:** Freight Zones  

---

## 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_ |
| Rate Currency | Text (choice) | _TODO_ |
| Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. |

## 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** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones)
- **Create View** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create)
- **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id)

---

## Advanced Notes
_TODO_

# management-freight-zones-id

# Freight Zone – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/freight-zones/<pk>/`  
**Model:** FreightZone  
**Record Name:** Freight Zone  
**Plural Name:** Freight Zones  

---

## 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_ |
| Rate Currency | Text (choice) | _TODO_ |
| Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. |

## 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** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones)
- **Create View** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create)
- **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update)

---

## Advanced Notes
_TODO_

# management-freight-zones

# Freight Zones – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/freight-zones/`  
**Model:** FreightZone  
**Record Name:** Freight Zone  
**Plural Name:** Freight Zones  

---

## 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_ |
| Rate Currency | Text (choice) | _TODO_ |
| Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. |

## 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** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create)
- **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id)
- **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update)

---

## Advanced Notes
_TODO_

# management-fulfillment-methods-create

# Fulfillment Method – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/fulfillment-methods/create/`  
**Model:** FulfillmentMethod  
**Record Name:** Fulfillment Method  
**Plural Name:** Fulfillment Methods  

---

## 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_ |
| Tracking Url | Long text (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** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods)
- **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id)
- **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update)

---

## Advanced Notes
_TODO_

# management-fulfillment-methods-id-update

# Fulfillment Method – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/fulfillment-methods/<pk>/update/`  
**Model:** FulfillmentMethod  
**Record Name:** Fulfillment Method  
**Plural Name:** Fulfillment Methods  

---

## 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_ |
| Tracking Url | Long text (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** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods)
- **Create View** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create)
- **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id)

---

## Advanced Notes
_TODO_

# management-fulfillment-methods-id

# Fulfillment Method – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/fulfillment-methods/<pk>/`  
**Model:** FulfillmentMethod  
**Record Name:** Fulfillment Method  
**Plural Name:** Fulfillment Methods  

---

## 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_ |
| Tracking Url | Long text (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** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods)
- **Create View** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create)
- **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update)

---

## Advanced Notes
_TODO_

# management-fulfillment-methods

# Fulfillment Methods – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/fulfillment-methods/`  
**Model:** FulfillmentMethod  
**Record Name:** Fulfillment Method  
**Plural Name:** Fulfillment Methods  

---

## 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_ |
| Tracking Url | Long text (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** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create)
- **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id)
- **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update)

---

## Advanced Notes
_TODO_

# management-nav-cards-create

# Nav Card – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/nav-cards/create/`  
**Model:** NavCard  
**Record Name:** Nav Card  
**Plural Name:** Nav Cards  

---

## 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_ |
| Title | Text | The title used for the card |

## 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** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards)
- **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id)
- **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update)

---

## Advanced Notes
_TODO_

# management-nav-cards-id-update

# Nav Card – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/nav-cards/<pk>/update/`  
**Model:** NavCard  
**Record Name:** Nav Card  
**Plural Name:** Nav Cards  

---

## 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_ |
| Title | Text | The title used for the card |

## 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** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards)
- **Create View** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create)
- **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id)

---

## Advanced Notes
_TODO_

# management-nav-cards-id

# Nav Card – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/nav-cards/<pk>/`  
**Model:** NavCard  
**Record Name:** Nav Card  
**Plural Name:** Nav Cards  

---

## 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_ |
| Title | Text | The title used for the card |

## 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** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards)
- **Create View** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create)
- **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update)

---

## Advanced Notes
_TODO_

# management-nav-cards

# Nav Cards – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/nav-cards/`  
**Model:** NavCard  
**Record Name:** Nav Card  
**Plural Name:** Nav Cards  

---

## 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_ |
| Title | Text | The title used for the card |

## 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** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create)
- **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id)
- **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update)

---

## Advanced Notes
_TODO_

# management-nav-links-create

# Nav Link – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/nav-links/create/`  
**Model:** NavLink  
**Record Name:** Nav Link  
**Plural Name:** Nav Links  

---

## 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_ |
| Url | Text | The last section of the URL |
| Title | Text | The title used for the hyperlink |
| Description | Text | The text displayed next to the link |
| App | Text (choice) | _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** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links)
- **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id)
- **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update)

---

## Advanced Notes
_TODO_

# management-nav-links-id-update

# Nav Link – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/nav-links/<pk>/update/`  
**Model:** NavLink  
**Record Name:** Nav Link  
**Plural Name:** Nav Links  

---

## 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_ |
| Url | Text | The last section of the URL |
| Title | Text | The title used for the hyperlink |
| Description | Text | The text displayed next to the link |
| App | Text (choice) | _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** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links)
- **Create View** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create)
- **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id)

---

## Advanced Notes
_TODO_

# management-nav-links-id

# Nav Link – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/nav-links/<pk>/`  
**Model:** NavLink  
**Record Name:** Nav Link  
**Plural Name:** Nav Links  

---

## 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_ |
| Url | Text | The last section of the URL |
| Title | Text | The title used for the hyperlink |
| Description | Text | The text displayed next to the link |
| App | Text (choice) | _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** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links)
- **Create View** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create)
- **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update)

---

## Advanced Notes
_TODO_

# management-nav-links

# Nav Links – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/nav-links/`  
**Model:** NavLink  
**Record Name:** Nav Link  
**Plural Name:** Nav Links  

---

## 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_ |
| Url | Text | The last section of the URL |
| Title | Text | The title used for the hyperlink |
| Description | Text | The text displayed next to the link |
| App | Text (choice) | _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** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create)
- **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id)
- **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update)

---

## Advanced Notes
_TODO_

# management-pos-customer-list

# Customers – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/pos-customer-list/`  
**Model:** Customer  
**Record Name:** Customer  
**Plural Name:** Customers  

---

## 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 # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Company | Text (optional) | _TODO_ |
| Display As Company | Yes/No | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address |
| Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address |
| Salesperson | Relationship (single) (optional) | _TODO_ |
| Class | Relationship (single) | _TODO_ |
| Freight Zone | Relationship (single) (optional) | _TODO_ |
| Freight Option | Text (choice) (optional) | _TODO_ |
| Discount Schedule | Relationship (single) (optional) | _TODO_ |
| Tax Code | Relationship (single) | _TODO_ |
| Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. |
| Creditlimit Currency | Text (choice) | _TODO_ |
| Credit Limit | Number (decimal) | _TODO_ |
| Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. |
| Receivable Account | Relationship (single) | _TODO_ |
| Accountbalance Currency | Text (choice) | _TODO_ |
| Account Balance | Number (decimal) | _TODO_ |
| Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. |
| Payment Terms | Relationship (single) | _TODO_ |
| Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information |
| Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. |
| Free On Board | Text (choice) (optional) | _TODO_ |
| Laborrate Currency | Text (choice) (optional) | _TODO_ |
| Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module |
| Display Name | Text (optional) | _TODO_ |
| Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. |
| Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. |
| Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway |

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

---

## Advanced Notes
_TODO_

# management-salespeople-create

# Salesperson – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/salespeople/create/`  
**Model:** Salesperson  
**Record Name:** Salesperson  
**Plural Name:** Salespeople  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record |
| Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission |
| Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson |
| Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson |

## 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** — [management-salespeople](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople)
- **Detail View** — [management-salespeople-id](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id)
- **Update View** — [management-salespeople-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id-update)

---

## Advanced Notes
_TODO_

# management-salespeople-id-update

# Salesperson – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/salespeople/<pk>/update/`  
**Model:** Salesperson  
**Record Name:** Salesperson  
**Plural Name:** Salespeople  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record |
| Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission |
| Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson |
| Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson |

## 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** — [management-salespeople](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople)
- **Create View** — [management-salespeople-create](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-create)
- **Detail View** — [management-salespeople-id](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id)

---

## Advanced Notes
_TODO_

# management-salespeople-id

# Salesperson – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/salespeople/<pk>/`  
**Model:** Salesperson  
**Record Name:** Salesperson  
**Plural Name:** Salespeople  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record |
| Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission |
| Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson |
| Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson |

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

---

## Advanced Notes
_TODO_

# management-salespeople

# Salespeople – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/salespeople/`  
**Model:** Salesperson  
**Record Name:** Salesperson  
**Plural Name:** Salespeople  

---

## 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_ |
| First Name | Text | _TODO_ |
| Last Name | Text | _TODO_ |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record |
| Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission |
| Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson |
| Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson |

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

---

## Advanced Notes
_TODO_

# management-vendors-create

# Vendor – Create View

**Module:** Management  
**Screen Type:** Create View  
**URL:** `/^management/vendors/create/`  
**Model:** Vendor  
**Record Name:** Vendor  
**Plural Name:** Vendors  

---

## 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_ |
| Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. |
| Vendor Name | Text | Enter the name of the company or individual that will identify this vendor |
| Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Account Number | Text (optional) | List your business account number with this vendor |
| Payment Terms | Relationship (single) (optional) | _TODO_ |
| Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor |
| Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo |
| 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not |
| Fein | Text (optional) | Store the Federal Employer Identification Number here |
| Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments |

## 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** — [management-vendors](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors)
- **Detail View** — [management-vendors-id](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id)
- **Update View** — [management-vendors-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id-update)

---

## Advanced Notes
_TODO_

# management-vendors-id-update

# Vendor – Update View

**Module:** Management  
**Screen Type:** Update View  
**URL:** `/^management/vendors/<pk>/update/`  
**Model:** Vendor  
**Record Name:** Vendor  
**Plural Name:** Vendors  

---

## 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_ |
| Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. |
| Vendor Name | Text | Enter the name of the company or individual that will identify this vendor |
| Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Account Number | Text (optional) | List your business account number with this vendor |
| Payment Terms | Relationship (single) (optional) | _TODO_ |
| Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor |
| Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo |
| 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not |
| Fein | Text (optional) | Store the Federal Employer Identification Number here |
| Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments |

## 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** — [management-vendors](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors)
- **Create View** — [management-vendors-create](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-create)
- **Detail View** — [management-vendors-id](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id)

---

## Advanced Notes
_TODO_

# management-vendors-id

# Vendor – Detail View

**Module:** Management  
**Screen Type:** Detail View  
**URL:** `/^management/vendors/<pk>/`  
**Model:** Vendor  
**Record Name:** Vendor  
**Plural Name:** Vendors  

---

## 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_ |
| Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. |
| Vendor Name | Text | Enter the name of the company or individual that will identify this vendor |
| Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Account Number | Text (optional) | List your business account number with this vendor |
| Payment Terms | Relationship (single) (optional) | _TODO_ |
| Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor |
| Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo |
| 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not |
| Fein | Text (optional) | Store the Federal Employer Identification Number here |
| Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments |

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

---

## Advanced Notes
_TODO_

# management-vendors

# Vendors – List View

**Module:** Management  
**Screen Type:** List View  
**URL:** `/^management/vendors/`  
**Model:** Vendor  
**Record Name:** Vendor  
**Plural Name:** Vendors  

---

## 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_ |
| Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. |
| Vendor Name | Text | Enter the name of the company or individual that will identify this vendor |
| Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here |
| Address Line 1 | Text | _TODO_ |
| Address Line 2 | Text | _TODO_ |
| City | Text | _TODO_ |
| State | Text | _TODO_ |
| Zip | Text | _TODO_ |
| Primary Phone | Text | _TODO_ |
| Secondary Phone | Text | _TODO_ |
| Fax | Text | _TODO_ |
| Email | Text | _TODO_ |
| Account Number | Text (optional) | List your business account number with this vendor |
| Payment Terms | Relationship (single) (optional) | _TODO_ |
| Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor |
| Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo |
| 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not |
| Fein | Text (optional) | Store the Federal Employer Identification Number here |
| Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments |

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

---

## Advanced Notes
_TODO_