# Sales Module # sales-ajax-sale # Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/ajax-sale/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) --- ## Advanced Notes _TODO_ # sales-cash-drawers-create # Cash Drawer – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/cash-drawers/create/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## 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_ | ## 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** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-cash-drawers-id-update # Cash Drawer – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/cash-drawers//update/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## 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_ | ## 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** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Create View** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) --- ## Advanced Notes _TODO_ # sales-cash-drawers-id # Cash Drawer – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/cash-drawers//` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## 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_ | ## 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** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Create View** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-cash-drawers # Cash Drawers – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/cash-drawers/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## 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_ | ## 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** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods-create # Discount Period – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/discount-periods/create/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## 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_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## 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** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods-id-update # Discount Period – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/discount-periods//update/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## 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_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## 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** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Create View** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) --- ## Advanced Notes _TODO_ # sales-discount-periods-id # Discount Period – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/discount-periods//` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## 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_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## 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** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Create View** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods # Discount Periods – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/discount-periods/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## 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_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## 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** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-itemrows # Item Rows – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/itemrows/` **Model:** ItemRow **Record Name:** Item Row **Plural Name:** Item Rows --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Quantity | Number (decimal) | _TODO_ | | Uom | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | _TODO_ | | Price Currency | Text (choice) | _TODO_ | | Price | Number (decimal) | _TODO_ | | Totalprice Currency | Text (choice) | _TODO_ | | Total Price | Number (decimal) | _TODO_ | | Description | Long text | Enter the item description here | | Tax Category | Relationship (single) | _TODO_ | | Taxamount Currency | Text (choice) (optional) | _TODO_ | | Tax Amount | Number (decimal) (optional) | _TODO_ | | Sale Link | Relationship (single) (optional) | _TODO_ | | Consumed | Yes/No | _TODO_ | | Contract # | Relationship (single) (optional) | Records the item contract associated with this line item | | Manufacturing Instance | Relationship (single) (optional) | Links this line item to the manufacturing instance that created it, if applicable | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-payouts-create # Payout – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/payouts/create/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## 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_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-payouts-id-update # Payout – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/payouts//update/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## 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_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) --- ## Advanced Notes _TODO_ # sales-payouts-id # Payout – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/payouts//` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## 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_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-payouts # Payouts – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/payouts/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## 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_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-pos-sale-list # Sales – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/pos-sale-list/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-quotes-convert # Quoted Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/quotes/convert/` **Model:** QuotedSale **Record Name:** Quoted Sale **Plural Name:** Quoted Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | | Sale Ptr | Relationship (one-to-one) | _TODO_ | | Quote | Relationship (single) | Connects this Invoice to its source Quote | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-quotes-create # Quote – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/quotes/create/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## 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_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## 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** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-quotes-id-update # Quote – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/quotes//update/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## 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_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## 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** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) --- ## Advanced Notes _TODO_ # sales-quotes-id # Quote – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/quotes//` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## 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_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## 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** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-quotes # Quotes – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/quotes/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## 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_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## 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** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-returns-create # Return – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/returns/create/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## 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_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-returns-id-update # Return – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/returns//update/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## 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_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) --- ## Advanced Notes _TODO_ # sales-returns-id # Return – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/returns//` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## 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_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-returns # Returns – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/returns/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## 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_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-sales-create # Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/sales/create/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales-id-update # Sale – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/sales//update/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales-id # Sale – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/sales//` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales # Sales – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/sales/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## 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** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-subscriptions-bill # Recurring Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/subscriptions/bill/` **Model:** RecurringSale **Record Name:** Recurring Sale **Plural Name:** Recurring Sales --- ## 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_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | | Sale Ptr | Relationship (one-to-one) | _TODO_ | | Subscription | Relationship (single) | Connects this Recurring Sale to its source subscription | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-subscriptions-create # Subscription – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/subscriptions/create/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## 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_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _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** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_ # sales-subscriptions-id-update # Subscription – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/subscriptions//update/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## 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_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _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** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Create View** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) --- ## Advanced Notes _TODO_ # sales-subscriptions-id # Subscription – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/subscriptions//` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## 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_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _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** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Create View** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_ # sales-subscriptions # Subscriptions – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/subscriptions/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## 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_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _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** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_