Brisk Documentation

Accounting Module

Accounting Module

accounting-account-categories-create

Account Category – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/account-categories/create/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories

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
Account Type 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-account-categories-id-update

Account Category – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/account-categories/<pk>/update/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories

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
Account Type 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-account-categories-id

Account Category – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/account-categories/<pk>/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories

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
Account Type 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-account-categories

Account Categories – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/account-categories/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories

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
Account Type 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-accounts-create

Account – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/accounts/create/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-accounts-id-update-header

Account – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/accounts/<pk>/update-header/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-accounts-id-update-standard

Account – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/accounts/<pk>/update-standard/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-accounts-id

Account – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/accounts/<pk>/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-accounts

Accounts – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/accounts/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-accounts-create

Account – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/bank-accounts/create/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-accounts-id-update

Account – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/bank-accounts/<pk>/update/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-accounts-id

Account – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/bank-accounts/<pk>/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-accounts

Accounts – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/bank-accounts/
Model: Account
Record Name: Account
Plural Name: Accounts

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
Account Name Text TODO
Category Relationship (single) TODO
Balance Currency Text (choice) (optional) TODO
Balance Number (decimal) (optional) TODO
Account Number Text (optional) TODO
Header Account Yes/No If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it.
Active Yes/No Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system
Additional Filter Text (choice) (optional) For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-information-id

Bank Information – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/bank-information/<pk>/
Model: BankInformation
Record Name: Bank Information
Plural Name: Bank Information

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
Bank Information Relationship (one-to-one) Connects to the GL transaction that needs to be balanced
Transaction Date Date Record the date that this transaction took place
Posted Yes/No Records whether or not this transaction has cleared the bank
Expense Account Relationship (single) (optional) If this is balanced by a single transaction, select a balancing account to use
Check Number Text (optional) Record the check number, ACH number, or other identifying number here
Payee Text (optional) Records the payee or "Pay to the order of" field on a check
Dispersal Method Text (choice) Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-bank-information

Bank Information – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/bank-information/
Model: BankInformation
Record Name: Bank Information
Plural Name: Bank Information

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
Bank Information Relationship (one-to-one) Connects to the GL transaction that needs to be balanced
Transaction Date Date Record the date that this transaction took place
Posted Yes/No Records whether or not this transaction has cleared the bank
Expense Account Relationship (single) (optional) If this is balanced by a single transaction, select a balancing account to use
Check Number Text (optional) Record the check number, ACH number, or other identifying number here
Payee Text (optional) Records the payee or "Pay to the order of" field on a check
Dispersal Method Text (choice) Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-commission-payments-create

Commission Payment – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/commission-payments/create/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments

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
Account Relationship (single) (optional) TODO
Salesperson Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-commission-payments-id-update

Commission Payment – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/commission-payments/<pk>/update/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments

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
Account Relationship (single) (optional) TODO
Salesperson Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-commission-payments-id

Commission Payment – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/commission-payments/<pk>/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments

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
Account Relationship (single) (optional) TODO
Salesperson Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-commission-payments

Commission Payments – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/commission-payments/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments

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
Account Relationship (single) (optional) TODO
Salesperson Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-accounts-create

Credit Card Account – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/credit-card-accounts/create/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts

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
Account Relationship (one-to-one) Select the payable account that represents this credit card
Account Number Text (optional) TODO
Institution Number (integer) (optional) TODO
Vendor Relationship (single) (optional) Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-accounts-id-update

Credit Card Account – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/credit-card-accounts/<pk>/update/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts

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
Account Relationship (one-to-one) Select the payable account that represents this credit card
Account Number Text (optional) TODO
Institution Number (integer) (optional) TODO
Vendor Relationship (single) (optional) Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-accounts-id

Credit Card Account – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/credit-card-accounts/<pk>/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts

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
Account Relationship (one-to-one) Select the payable account that represents this credit card
Account Number Text (optional) TODO
Institution Number (integer) (optional) TODO
Vendor Relationship (single) (optional) Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-accounts

Credit Card Accounts – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/credit-card-accounts/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts

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
Account Relationship (one-to-one) Select the payable account that represents this credit card
Account Number Text (optional) TODO
Institution Number (integer) (optional) TODO
Vendor Relationship (single) (optional) Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-charges-create

Credit Card Charge – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/credit-card-charges/create/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges

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 Relationship (single) Please select the vendor for this credit card charge
Card Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Reference # Text (optional) The reference number for this transaction
Charge Date Date (optional) Date that the card was charged
Transaction Type Text (choice) Determines whether this credit card transaction is a charge or a credit
Cleared Yes/No Records whether or not this transaction has cleared on a credit card statement
Memo Long text (optional) TODO
Processed Yes/No Internal status field that indicates whether accounting changes have occurred or not
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-charges-id-update

Credit Card Charge – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/credit-card-charges/<pk>/update/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges

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 Relationship (single) Please select the vendor for this credit card charge
Card Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Reference # Text (optional) The reference number for this transaction
Charge Date Date (optional) Date that the card was charged
Transaction Type Text (choice) Determines whether this credit card transaction is a charge or a credit
Cleared Yes/No Records whether or not this transaction has cleared on a credit card statement
Memo Long text (optional) TODO
Processed Yes/No Internal status field that indicates whether accounting changes have occurred or not
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-charges-id

Credit Card Charge – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/credit-card-charges/<pk>/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges

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 Relationship (single) Please select the vendor for this credit card charge
Card Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Reference # Text (optional) The reference number for this transaction
Charge Date Date (optional) Date that the card was charged
Transaction Type Text (choice) Determines whether this credit card transaction is a charge or a credit
Cleared Yes/No Records whether or not this transaction has cleared on a credit card statement
Memo Long text (optional) TODO
Processed Yes/No Internal status field that indicates whether accounting changes have occurred or not
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-credit-card-charges

Credit Card Charges – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/credit-card-charges/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges

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 Relationship (single) Please select the vendor for this credit card charge
Card Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Reference # Text (optional) The reference number for this transaction
Charge Date Date (optional) Date that the card was charged
Transaction Type Text (choice) Determines whether this credit card transaction is a charge or a credit
Cleared Yes/No Records whether or not this transaction has cleared on a credit card statement
Memo Long text (optional) TODO
Processed Yes/No Internal status field that indicates whether accounting changes have occurred or not
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-credits-create

Customer Credit – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-credits/create/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-credits-id-update

Customer Credit – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/customer-credits/<pk>/update/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-credits-id

Customer Credit – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/customer-credits/<pk>/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-credits-pos-create

Customer Credit – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-credits/pos-create/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-credits

Customer Credits – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/customer-credits/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-customer-debits-create

Customer Debit – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-debits/create/
Model: CustomerDebit
Record Name: Customer Debit
Plural Name: Customer Debits

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
Date Created Date & time (optional) TODO
Customer Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Tender Text (choice) If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off".
Check Number Text (optional) TODO
Card Type Text (choice) (optional) TODO
Memo Text (optional) TODO
Related Sale Relationship (single) (optional) TODO
Relatedcredit Relationship (single) (optional) TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Gateway Id Text (optional) Records the system ID at the payment gateway
Customercredit Ptr Relationship (one-to-one) TODO
Original Credit Relationship (single) 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-date-range-report

Date Range Report View – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/date-range-report
Model: N/A
Record Name: Date Range Report View
Plural Name: Date Range Report Views

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.

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-debit-cards-create

Debit Card – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/debit-cards/create/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit 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
Bank Account Relationship (single) Connects this debit card to the bank account it draws from
Card Holder Text Enter the name of the card holder on this account
Identifier Text Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname
System Generated Yes/No Represents payment by bank without debit card for use by checkbook system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-debit-cards-id-update

Debit Card – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/debit-cards/<pk>/update/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit 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
Bank Account Relationship (single) Connects this debit card to the bank account it draws from
Card Holder Text Enter the name of the card holder on this account
Identifier Text Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname
System Generated Yes/No Represents payment by bank without debit card for use by checkbook system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-debit-cards-id

Debit Card – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/debit-cards/<pk>/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit 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
Bank Account Relationship (single) Connects this debit card to the bank account it draws from
Card Holder Text Enter the name of the card holder on this account
Identifier Text Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname
System Generated Yes/No Represents payment by bank without debit card for use by checkbook system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-debit-cards

Debit Cards – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/debit-cards/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit 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
Bank Account Relationship (single) Connects this debit card to the bank account it draws from
Card Holder Text Enter the name of the card holder on this account
Identifier Text Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname
System Generated Yes/No Represents payment by bank without debit card for use by checkbook system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-deposits-create

Deposit – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/deposits/create/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits

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
Bank Account Relationship (single) Select the bank account to which this deposit will be made
Source Account Relationship (single) (optional) Select the source of undeposited funds
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Deposit Date Date (optional) TODO
Memo Long text (optional) TODO
Dispersal Method Text (choice) (optional) Records how this deposit was made.
Work Period Relationship (single) (optional) Optionally link this deposit to a work period
Posted Yes/No TODO
Edit Locked Yes/No TODO
Enable Splits Yes/No Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-deposits-id-update

Deposit – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/deposits/<pk>/update/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits

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
Bank Account Relationship (single) Select the bank account to which this deposit will be made
Source Account Relationship (single) (optional) Select the source of undeposited funds
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Deposit Date Date (optional) TODO
Memo Long text (optional) TODO
Dispersal Method Text (choice) (optional) Records how this deposit was made.
Work Period Relationship (single) (optional) Optionally link this deposit to a work period
Posted Yes/No TODO
Edit Locked Yes/No TODO
Enable Splits Yes/No Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-deposits-id

Deposit – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/deposits/<pk>/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits

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
Bank Account Relationship (single) Select the bank account to which this deposit will be made
Source Account Relationship (single) (optional) Select the source of undeposited funds
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Deposit Date Date (optional) TODO
Memo Long text (optional) TODO
Dispersal Method Text (choice) (optional) Records how this deposit was made.
Work Period Relationship (single) (optional) Optionally link this deposit to a work period
Posted Yes/No TODO
Edit Locked Yes/No TODO
Enable Splits Yes/No Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-deposits

Deposits – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/deposits/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits

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
Bank Account Relationship (single) Select the bank account to which this deposit will be made
Source Account Relationship (single) (optional) Select the source of undeposited funds
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Deposit Date Date (optional) TODO
Memo Long text (optional) TODO
Dispersal Method Text (choice) (optional) Records how this deposit was made.
Work Period Relationship (single) (optional) Optionally link this deposit to a work period
Posted Yes/No TODO
Edit Locked Yes/No TODO
Enable Splits Yes/No Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-categories-create

Expense Category – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/expense-categories/create/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories

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 Define the category name

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-categories-id-update

Expense Category – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/expense-categories/<pk>/update/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories

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 Define the category name

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-categories-id

Expense Category – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/expense-categories/<pk>/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories

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 Define the category name

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-categories

Expense Categories – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/expense-categories/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories

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 Define the category name

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-records-create

Expense Record – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/expense-records/create/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Expense Date Date TODO
Category Relationship (single) TODO
Retailer Text (optional) Record the business where this purchase was made
Memo Text (optional) Record notes about this expense record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-records-id-update

Expense Record – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/expense-records/<pk>/update/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Expense Date Date TODO
Category Relationship (single) TODO
Retailer Text (optional) Record the business where this purchase was made
Memo Text (optional) Record notes about this expense record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-records-id

Expense Record – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/expense-records/<pk>/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Expense Date Date TODO
Category Relationship (single) TODO
Retailer Text (optional) Record the business where this purchase was made
Memo Text (optional) Record notes about this expense record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-expense-records

Expense Records – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/expense-records/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Expense Date Date TODO
Category Relationship (single) TODO
Retailer Text (optional) Record the business where this purchase was made
Memo Text (optional) Record notes about this expense record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-journal-entries-create

Journal Entry – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/journal-entries/create/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries

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
Date Created Date & time (optional) TODO
Memo Long text TODO
Reversed 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-journal-entries-id-update

Journal Entry – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/journal-entries/<pk>/update/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries

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
Date Created Date & time (optional) TODO
Memo Long text TODO
Reversed 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-journal-entries-id

Journal Entry – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/journal-entries/<pk>/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries

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
Date Created Date & time (optional) TODO
Memo Long text TODO
Reversed 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-journal-entries

Journal Entries – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/journal-entries/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries

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
Date Created Date & time (optional) TODO
Memo Long text TODO
Reversed 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-mileage-records-create

Mileage Record – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/mileage-records/create/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Beginning Miles Number (decimal) TODO
Ending Miles Number (decimal) TODO
Expense Date Date TODO
Vehicle Relationship (single) TODO
Memo Text (optional) Record notes about this mileage record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-mileage-records-id-update

Mileage Record – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/mileage-records/<pk>/update/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Beginning Miles Number (decimal) TODO
Ending Miles Number (decimal) TODO
Expense Date Date TODO
Vehicle Relationship (single) TODO
Memo Text (optional) Record notes about this mileage record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-mileage-records-id

Mileage Record – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/mileage-records/<pk>/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Beginning Miles Number (decimal) TODO
Ending Miles Number (decimal) TODO
Expense Date Date TODO
Vehicle Relationship (single) TODO
Memo Text (optional) Record notes about this mileage record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-mileage-records

Mileage Records – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/mileage-records/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Beginning Miles Number (decimal) TODO
Ending Miles Number (decimal) TODO
Expense Date Date TODO
Vehicle Relationship (single) TODO
Memo Text (optional) Record notes about this mileage record

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-months-create

Month – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/months/create/
Model: Month
Record Name: Month
Plural Name: Months

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
Parent Relationship (single) TODO
Quarter Relationship (single) (optional) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Finance Charges Levied Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-months-id-update

Month – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/months/<pk>/update/
Model: Month
Record Name: Month
Plural Name: Months

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
Parent Relationship (single) TODO
Quarter Relationship (single) (optional) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Finance Charges Levied Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-months-id

Month – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/months/<pk>/
Model: Month
Record Name: Month
Plural Name: Months

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
Parent Relationship (single) TODO
Quarter Relationship (single) (optional) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Finance Charges Levied Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-months

Months – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/months/
Model: Month
Record Name: Month
Plural Name: Months

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
Parent Relationship (single) TODO
Quarter Relationship (single) (optional) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Finance Charges Levied Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payable-transactions-id-update

Transaction – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/payable-transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payables

Vendor Invoices – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/payables/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices

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 Relationship (single) Please select the vendor for this invoice
Invoice # Text The invoice number provided by the vendor
Date Created Date & time (optional) The date and time that this invoice was entered into the Brisk system
Invoice Date Date (optional) Date that the vendor generated the invoice
Payment Terms Relationship (single) (optional) TODO
Due Date Date (optional) Deadline date to pay this invoice, based on the payment terms
Memo Long text (optional) TODO
Paid Yes/No TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Subtotal Currency Text (choice) (optional) TODO
Subtotal Number (decimal) (optional) TODO
Discount Currency Text (choice) (optional) TODO
Discount Number (decimal) (optional) TODO
Amount Currency Text (choice) TODO
Amount 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payment-terms-create

Payment Terms – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/payment-terms/create/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms

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 Use this field to identify this set of payment terms throughout Brisk.
Length Number (integer) This field sets the number of days a transaction can be unpaid before being considered past due.
Late Fee % Number (decimal) (optional) Use this field to define the monthly finance charge for past due transactions.
Discount Days Number (integer) (optional) If transactions are paid within this many days of the statement date, they will be discounted.
Discount % Number (decimal) (optional) Use this field to define the percent taken off if the transaction is paid within the discount period.
Aging Option Text (choice) Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payment-terms-id-update

Payment Terms – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/payment-terms/<pk>/update/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms

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 Use this field to identify this set of payment terms throughout Brisk.
Length Number (integer) This field sets the number of days a transaction can be unpaid before being considered past due.
Late Fee % Number (decimal) (optional) Use this field to define the monthly finance charge for past due transactions.
Discount Days Number (integer) (optional) If transactions are paid within this many days of the statement date, they will be discounted.
Discount % Number (decimal) (optional) Use this field to define the percent taken off if the transaction is paid within the discount period.
Aging Option Text (choice) Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payment-terms-id

Payment Terms – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/payment-terms/<pk>/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms

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 Use this field to identify this set of payment terms throughout Brisk.
Length Number (integer) This field sets the number of days a transaction can be unpaid before being considered past due.
Late Fee % Number (decimal) (optional) Use this field to define the monthly finance charge for past due transactions.
Discount Days Number (integer) (optional) If transactions are paid within this many days of the statement date, they will be discounted.
Discount % Number (decimal) (optional) Use this field to define the percent taken off if the transaction is paid within the discount period.
Aging Option Text (choice) Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payment-terms

Payment Terms – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/payment-terms/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms

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 Use this field to identify this set of payment terms throughout Brisk.
Length Number (integer) This field sets the number of days a transaction can be unpaid before being considered past due.
Late Fee % Number (decimal) (optional) Use this field to define the monthly finance charge for past due transactions.
Discount Days Number (integer) (optional) If transactions are paid within this many days of the statement date, they will be discounted.
Discount % Number (decimal) (optional) Use this field to define the percent taken off if the transaction is paid within the discount period.
Aging Option Text (choice) Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payments-create

Payment – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/payments/create/
Model: Payment
Record Name: Payment
Plural Name: Payments

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
Date Created Date & time (optional) TODO
Bank Account Relationship (single) (optional) TODO
Vendor Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payments-id-update

Payment – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/payments/<pk>/update/
Model: Payment
Record Name: Payment
Plural Name: Payments

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
Date Created Date & time (optional) TODO
Bank Account Relationship (single) (optional) TODO
Vendor Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payments-id

Payment – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/payments/<pk>/
Model: Payment
Record Name: Payment
Plural Name: Payments

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
Date Created Date & time (optional) TODO
Bank Account Relationship (single) (optional) TODO
Vendor Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-payments

Payments – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/payments/
Model: Payment
Record Name: Payment
Plural Name: Payments

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
Date Created Date & time (optional) TODO
Bank Account Relationship (single) (optional) TODO
Vendor Relationship (single) (optional) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Check Date Date (optional) TODO
Check Number Number (integer) (optional) TODO
Payee Override Text (optional) TODO
Memo Long text (optional) TODO
Posted Yes/No 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-quarters-create

Quarter – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/quarters/create/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters

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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-quarters-id-update

Quarter – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/quarters/<pk>/update/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters

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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-quarters-id

Quarter – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/quarters/<pk>/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters

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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-quarters

Quarters – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/quarters/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters

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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-receivable-transactions-id-update

Transaction – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/receivable-transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-reconciliations-create

Reconciliation – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/reconciliations/create/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations

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
Account Relationship (single) TODO
Statement Date Date TODO
Endingbalance Currency Text (choice) (optional) TODO
Ending Balance Number (decimal) (optional) TODO
Processed Yes/No System flag that is set to true once this reconciliation has been completed
Servicecharge Currency Text (choice) (optional) TODO
Service Charge Number (decimal) (optional) The total amount of any service charges on this statement
Service Charge Date Date (optional) Record the date that the service charge was levied by the bank
Service Charge Account Relationship (single) (optional) Set the account that the balancing transaction for the service charges will post to
Interest Currency Text (choice) (optional) TODO
Interest Number (decimal) (optional) The total amount of interest earned on this statement
Interest Date Date (optional) Record the date that the interest was deposited by the bank
Interest Account Relationship (single) (optional) Set the account that the balancing transaction for the interest earned will post to
Difference Currency Text (choice) (optional) TODO
Difference Number (decimal) (optional) Hidden field that saves the difference

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-reconciliations-creditcard-id

Reconciliation – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/reconciliations-creditcard/<pk>/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations

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
Account Relationship (single) TODO
Statement Date Date TODO
Endingbalance Currency Text (choice) (optional) TODO
Ending Balance Number (decimal) (optional) TODO
Processed Yes/No System flag that is set to true once this reconciliation has been completed
Servicecharge Currency Text (choice) (optional) TODO
Service Charge Number (decimal) (optional) The total amount of any service charges on this statement
Service Charge Date Date (optional) Record the date that the service charge was levied by the bank
Service Charge Account Relationship (single) (optional) Set the account that the balancing transaction for the service charges will post to
Interest Currency Text (choice) (optional) TODO
Interest Number (decimal) (optional) The total amount of interest earned on this statement
Interest Date Date (optional) Record the date that the interest was deposited by the bank
Interest Account Relationship (single) (optional) Set the account that the balancing transaction for the interest earned will post to
Difference Currency Text (choice) (optional) TODO
Difference Number (decimal) (optional) Hidden field that saves the difference

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-reconciliations-id-review

Reconciliation – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/reconciliations/<pk>/review
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations

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
Account Relationship (single) TODO
Statement Date Date TODO
Endingbalance Currency Text (choice) (optional) TODO
Ending Balance Number (decimal) (optional) TODO
Processed Yes/No System flag that is set to true once this reconciliation has been completed
Servicecharge Currency Text (choice) (optional) TODO
Service Charge Number (decimal) (optional) The total amount of any service charges on this statement
Service Charge Date Date (optional) Record the date that the service charge was levied by the bank
Service Charge Account Relationship (single) (optional) Set the account that the balancing transaction for the service charges will post to
Interest Currency Text (choice) (optional) TODO
Interest Number (decimal) (optional) The total amount of interest earned on this statement
Interest Date Date (optional) Record the date that the interest was deposited by the bank
Interest Account Relationship (single) (optional) Set the account that the balancing transaction for the interest earned will post to
Difference Currency Text (choice) (optional) TODO
Difference Number (decimal) (optional) Hidden field that saves the difference

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-reconciliations-id

Reconciliation – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/reconciliations/<pk>/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations

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
Account Relationship (single) TODO
Statement Date Date TODO
Endingbalance Currency Text (choice) (optional) TODO
Ending Balance Number (decimal) (optional) TODO
Processed Yes/No System flag that is set to true once this reconciliation has been completed
Servicecharge Currency Text (choice) (optional) TODO
Service Charge Number (decimal) (optional) The total amount of any service charges on this statement
Service Charge Date Date (optional) Record the date that the service charge was levied by the bank
Service Charge Account Relationship (single) (optional) Set the account that the balancing transaction for the service charges will post to
Interest Currency Text (choice) (optional) TODO
Interest Number (decimal) (optional) The total amount of interest earned on this statement
Interest Date Date (optional) Record the date that the interest was deposited by the bank
Interest Account Relationship (single) (optional) Set the account that the balancing transaction for the interest earned will post to
Difference Currency Text (choice) (optional) TODO
Difference Number (decimal) (optional) Hidden field that saves the difference

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-reconciliations

Reconciliations – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/reconciliations/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations

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
Account Relationship (single) TODO
Statement Date Date TODO
Endingbalance Currency Text (choice) (optional) TODO
Ending Balance Number (decimal) (optional) TODO
Processed Yes/No System flag that is set to true once this reconciliation has been completed
Servicecharge Currency Text (choice) (optional) TODO
Service Charge Number (decimal) (optional) The total amount of any service charges on this statement
Service Charge Date Date (optional) Record the date that the service charge was levied by the bank
Service Charge Account Relationship (single) (optional) Set the account that the balancing transaction for the service charges will post to
Interest Currency Text (choice) (optional) TODO
Interest Number (decimal) (optional) The total amount of interest earned on this statement
Interest Date Date (optional) Record the date that the interest was deposited by the bank
Interest Account Relationship (single) (optional) Set the account that the balancing transaction for the interest earned will post to
Difference Currency Text (choice) (optional) TODO
Difference Number (decimal) (optional) Hidden field that saves the difference

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-taxes-create

Tax – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/taxes/create/
Model: Tax
Record Name: Tax
Plural Name: Taxes

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 Set an easily understandable name for this tax
Percent Number (decimal) Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0.
Liability Account Relationship (single) (optional) Sets the GL account that tracks sales tax transactions
Payee Relationship (single) (optional) For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-taxes-id-update

Tax – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/taxes/<pk>/update/
Model: Tax
Record Name: Tax
Plural Name: Taxes

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 Set an easily understandable name for this tax
Percent Number (decimal) Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0.
Liability Account Relationship (single) (optional) Sets the GL account that tracks sales tax transactions
Payee Relationship (single) (optional) For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-taxes-id

Tax – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/taxes/<pk>/
Model: Tax
Record Name: Tax
Plural Name: Taxes

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 Set an easily understandable name for this tax
Percent Number (decimal) Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0.
Liability Account Relationship (single) (optional) Sets the GL account that tracks sales tax transactions
Payee Relationship (single) (optional) For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-taxes

Taxes – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/taxes/
Model: Tax
Record Name: Tax
Plural Name: Taxes

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 Set an easily understandable name for this tax
Percent Number (decimal) Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0.
Liability Account Relationship (single) (optional) Sets the GL account that tracks sales tax transactions
Payee Relationship (single) (optional) For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-transactions-create

Transaction – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/transactions/create/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-transactions-id-update

Transaction – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-transactions-id

Transaction – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/transactions/<pk>/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-transactions

Transactions – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/transactions/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions

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
Date Created Date & time (optional) TODO
Account Relationship (single) TODO
Amount Currency Text (choice) TODO
Amount Number (decimal) TODO
Memo Long text TODO
Journal Entry Relationship (single) (optional) TODO
Parent Sale Relationship (single) (optional) TODO
Parent Return Relationship (single) (optional) TODO
Parent Purchase Relationship (single) (optional) TODO
Parent Mfg Instance Relationship (single) (optional) TODO
Parent Journal Entry Relationship (single) (optional) TODO
Parent Inv Adjustment Relationship (single) (optional) TODO
Parent Payment Relationship (single) (optional) TODO
Parent Commission Payment Relationship (single) (optional) TODO
Parent Invoice Relationship (single) (optional) TODO
Parent Customer Credit Relationship (single) (optional) TODO
Parent Inventory Receipt Relationship (single) (optional) TODO
Parent Credit Memo Relationship (single) (optional) TODO
Parent Payout Relationship (single) (optional) TODO
Parent Credit Card Charge Relationship (single) (optional) TODO
Parent Deposit Relationship (single) (optional) TODO
Parent Reconciliation Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vehicles-create

Vehicle – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/vehicles/create/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles

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 Set the name of this vehicle

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vehicles-id-update

Vehicle – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/vehicles/<pk>/update/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles

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 Set the name of this vehicle

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vehicles-id

Vehicle – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/vehicles/<pk>/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles

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 Set the name of this vehicle

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vehicles

Vehicles – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/vehicles/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles

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 Set the name of this vehicle

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vendor-invoices-create

Vendor Invoice – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/vendor-invoices/create/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices

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 Relationship (single) Please select the vendor for this invoice
Invoice # Text The invoice number provided by the vendor
Date Created Date & time (optional) The date and time that this invoice was entered into the Brisk system
Invoice Date Date (optional) Date that the vendor generated the invoice
Payment Terms Relationship (single) (optional) TODO
Due Date Date (optional) Deadline date to pay this invoice, based on the payment terms
Memo Long text (optional) TODO
Paid Yes/No TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Subtotal Currency Text (choice) (optional) TODO
Subtotal Number (decimal) (optional) TODO
Discount Currency Text (choice) (optional) TODO
Discount Number (decimal) (optional) TODO
Amount Currency Text (choice) TODO
Amount 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vendor-invoices-id-update

Vendor Invoice – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/vendor-invoices/<pk>/update/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices

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 Relationship (single) Please select the vendor for this invoice
Invoice # Text The invoice number provided by the vendor
Date Created Date & time (optional) The date and time that this invoice was entered into the Brisk system
Invoice Date Date (optional) Date that the vendor generated the invoice
Payment Terms Relationship (single) (optional) TODO
Due Date Date (optional) Deadline date to pay this invoice, based on the payment terms
Memo Long text (optional) TODO
Paid Yes/No TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Subtotal Currency Text (choice) (optional) TODO
Subtotal Number (decimal) (optional) TODO
Discount Currency Text (choice) (optional) TODO
Discount Number (decimal) (optional) TODO
Amount Currency Text (choice) TODO
Amount 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vendor-invoices-id

Vendor Invoice – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/vendor-invoices/<pk>/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices

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 Relationship (single) Please select the vendor for this invoice
Invoice # Text The invoice number provided by the vendor
Date Created Date & time (optional) The date and time that this invoice was entered into the Brisk system
Invoice Date Date (optional) Date that the vendor generated the invoice
Payment Terms Relationship (single) (optional) TODO
Due Date Date (optional) Deadline date to pay this invoice, based on the payment terms
Memo Long text (optional) TODO
Paid Yes/No TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Subtotal Currency Text (choice) (optional) TODO
Subtotal Number (decimal) (optional) TODO
Discount Currency Text (choice) (optional) TODO
Discount Number (decimal) (optional) TODO
Amount Currency Text (choice) TODO
Amount 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-vendor-invoices

Vendor Invoices – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/vendor-invoices/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices

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 Relationship (single) Please select the vendor for this invoice
Invoice # Text The invoice number provided by the vendor
Date Created Date & time (optional) The date and time that this invoice was entered into the Brisk system
Invoice Date Date (optional) Date that the vendor generated the invoice
Payment Terms Relationship (single) (optional) TODO
Due Date Date (optional) Deadline date to pay this invoice, based on the payment terms
Memo Long text (optional) TODO
Paid Yes/No TODO
Posted Yes/No TODO
Edit Locked Yes/No TODO
Subtotal Currency Text (choice) (optional) TODO
Subtotal Number (decimal) (optional) TODO
Discount Currency Text (choice) (optional) TODO
Discount Number (decimal) (optional) TODO
Amount Currency Text (choice) TODO
Amount 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-work-periods-create

Work Period – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/work-periods/create/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work 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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO
Deposits Entered Yes/No Indicates whether this work period has had deposits entered or not

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-work-periods-id-deposit

Work Period – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/work-periods/<pk>/deposit/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work 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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO
Deposits Entered Yes/No Indicates whether this work period has had deposits entered or not

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-work-periods-id-update

Work Period – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/work-periods/<pk>/update/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work 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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO
Deposits Entered Yes/No Indicates whether this work period has had deposits entered or not

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-work-periods-id

Work Period – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/work-periods/<pk>/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work 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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO
Deposits Entered Yes/No Indicates whether this work period has had deposits entered or not

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-work-periods

Work Periods – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/work-periods/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work 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
Parent Relationship (single) TODO
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO
Deposits Entered Yes/No Indicates whether this work period has had deposits entered or not

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-years-create

Year – Create View

Module: Accounting
Screen Type: Create View
URL: /^accounting/years/create/
Model: Year
Record Name: Year
Plural Name: Years

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
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-years-id-update

Year – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/years/<pk>/update/
Model: Year
Record Name: Year
Plural Name: Years

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
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-years-id

Year – Detail View

Module: Accounting
Screen Type: Detail View
URL: /^accounting/years/<pk>/
Model: Year
Record Name: Year
Plural Name: Years

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
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Accounting Module

accounting-years

Years – List View

Module: Accounting
Screen Type: List View
URL: /^accounting/years/
Model: Year
Record Name: Year
Plural Name: Years

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
Opening Date Date & time TODO
Closing Date Date & time (optional) TODO
Locked Yes/No TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

Ebizcharge Module

ebizcharge-email-payments-create

Email Payment – Create View

Module: Ebizcharge
Screen Type: Create View
URL: /^ebizcharge/email-payments/create/
Model: EmailPayment
Record Name: Email Payment
Plural Name: Email Payments

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 Relationship (single) Records the customer that the transaction was emailed to
Amount Currency Text (choice) TODO
Amount Number (decimal) The dollar amount to request from the customer
Payment Url Text (optional) Stores the URL to pay this invoice online
Reference Number Text (optional) Records the reference number for a successful payment, used when voiding a transaction
Status Text (optional) Notes the current status of this email pay link
Memo Text (optional) If provided, this short description will be shown to the customer on the payment form
Customer Credit Relationship (single) (optional) Records the customer credit used to apply a successful payment in the system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-email-payments-id-update

Email Payment – Update View

Module: Ebizcharge
Screen Type: Update View
URL: /^ebizcharge/email-payments/<pk>/update/
Model: EmailPayment
Record Name: Email Payment
Plural Name: Email Payments

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 Relationship (single) Records the customer that the transaction was emailed to
Amount Currency Text (choice) TODO
Amount Number (decimal) The dollar amount to request from the customer
Payment Url Text (optional) Stores the URL to pay this invoice online
Reference Number Text (optional) Records the reference number for a successful payment, used when voiding a transaction
Status Text (optional) Notes the current status of this email pay link
Memo Text (optional) If provided, this short description will be shown to the customer on the payment form
Customer Credit Relationship (single) (optional) Records the customer credit used to apply a successful payment in the system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-email-payments-id

Email Payment – Detail View

Module: Ebizcharge
Screen Type: Detail View
URL: /^ebizcharge/email-payments/<pk>/
Model: EmailPayment
Record Name: Email Payment
Plural Name: Email Payments

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 Relationship (single) Records the customer that the transaction was emailed to
Amount Currency Text (choice) TODO
Amount Number (decimal) The dollar amount to request from the customer
Payment Url Text (optional) Stores the URL to pay this invoice online
Reference Number Text (optional) Records the reference number for a successful payment, used when voiding a transaction
Status Text (optional) Notes the current status of this email pay link
Memo Text (optional) If provided, this short description will be shown to the customer on the payment form
Customer Credit Relationship (single) (optional) Records the customer credit used to apply a successful payment in the system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-email-payments

Email Payments – List View

Module: Ebizcharge
Screen Type: List View
URL: /^ebizcharge/email-payments/
Model: EmailPayment
Record Name: Email Payment
Plural Name: Email Payments

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 Relationship (single) Records the customer that the transaction was emailed to
Amount Currency Text (choice) TODO
Amount Number (decimal) The dollar amount to request from the customer
Payment Url Text (optional) Stores the URL to pay this invoice online
Reference Number Text (optional) Records the reference number for a successful payment, used when voiding a transaction
Status Text (optional) Notes the current status of this email pay link
Memo Text (optional) If provided, this short description will be shown to the customer on the payment form
Customer Credit Relationship (single) (optional) Records the customer credit used to apply a successful payment in the system

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-emv-terminals-create

Emv Terminal – Create View

Module: Ebizcharge
Screen Type: Create View
URL: /^ebizcharge/emv-terminals/create/
Model: EmvTerminal
Record Name: Emv Terminal
Plural Name: Emv Terminals

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 Friendly name to help identify the terminal, e.g. "Register 1"
Description Text Additional information about the terminal, possibly include the brand, model, location, etc.
Mac Address Text Optionally identify the MAC address of the terminal
Serial Number Text Optionally identify the serial number of the terminal
Payment Gateway Id Text Stores the unique hardware ID from the payment gateway
Pairing Code Text Stores the pairing code from the payment gateway used to activate the device
Enable Emv Yes/No Enable or disable chip reader (EMV) features on this device, if supported
Enable Nfc Yes/No Enable or disable tap-to-pay features on this device, if supported
Enable Tip Adjust Yes/No Enable or disable tip adjustment features on this device, if supported
Enable Pin Debit Yes/No Enable or disable PIN debit card transactions on this device, if supported

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-emv-terminals-id-update

Emv Terminal – Update View

Module: Ebizcharge
Screen Type: Update View
URL: /^ebizcharge/emv-terminals/<pk>/update/
Model: EmvTerminal
Record Name: Emv Terminal
Plural Name: Emv Terminals

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 Friendly name to help identify the terminal, e.g. "Register 1"
Description Text Additional information about the terminal, possibly include the brand, model, location, etc.
Mac Address Text Optionally identify the MAC address of the terminal
Serial Number Text Optionally identify the serial number of the terminal
Payment Gateway Id Text Stores the unique hardware ID from the payment gateway
Pairing Code Text Stores the pairing code from the payment gateway used to activate the device
Enable Emv Yes/No Enable or disable chip reader (EMV) features on this device, if supported
Enable Nfc Yes/No Enable or disable tap-to-pay features on this device, if supported
Enable Tip Adjust Yes/No Enable or disable tip adjustment features on this device, if supported
Enable Pin Debit Yes/No Enable or disable PIN debit card transactions on this device, if supported

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-emv-terminals-id

Emv Terminal – Detail View

Module: Ebizcharge
Screen Type: Detail View
URL: /^ebizcharge/emv-terminals/<pk>/
Model: EmvTerminal
Record Name: Emv Terminal
Plural Name: Emv Terminals

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 Friendly name to help identify the terminal, e.g. "Register 1"
Description Text Additional information about the terminal, possibly include the brand, model, location, etc.
Mac Address Text Optionally identify the MAC address of the terminal
Serial Number Text Optionally identify the serial number of the terminal
Payment Gateway Id Text Stores the unique hardware ID from the payment gateway
Pairing Code Text Stores the pairing code from the payment gateway used to activate the device
Enable Emv Yes/No Enable or disable chip reader (EMV) features on this device, if supported
Enable Nfc Yes/No Enable or disable tap-to-pay features on this device, if supported
Enable Tip Adjust Yes/No Enable or disable tip adjustment features on this device, if supported
Enable Pin Debit Yes/No Enable or disable PIN debit card transactions on this device, if supported

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Ebizcharge Module

ebizcharge-emv-terminals

Emv Terminals – List View

Module: Ebizcharge
Screen Type: List View
URL: /^ebizcharge/emv-terminals/
Model: EmvTerminal
Record Name: Emv Terminal
Plural Name: Emv Terminals

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 Friendly name to help identify the terminal, e.g. "Register 1"
Description Text Additional information about the terminal, possibly include the brand, model, location, etc.
Mac Address Text Optionally identify the MAC address of the terminal
Serial Number Text Optionally identify the serial number of the terminal
Payment Gateway Id Text Stores the unique hardware ID from the payment gateway
Pairing Code Text Stores the pairing code from the payment gateway used to activate the device
Enable Emv Yes/No Enable or disable chip reader (EMV) features on this device, if supported
Enable Nfc Yes/No Enable or disable tap-to-pay features on this device, if supported
Enable Tip Adjust Yes/No Enable or disable tip adjustment features on this device, if supported
Enable Pin Debit Yes/No Enable or disable PIN debit card transactions on this device, if supported

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

Inventory Module

inventory-auto-purchase-records-id

Automatic Purchase Record – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-auto-purchase-records

Automatic Purchase Records – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-adjustments-create

Inventory Adjustment – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-adjustments-id-update

Inventory Adjustment – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-adjustments-id

Inventory Adjustment – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-adjustments

Inventory Adjustments – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-item-id

Inventory Item – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-receipts-create

Inventory Receipt – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-receipts-id-update

Inventory Receipt – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-receipts-id

Inventory Receipt – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-inventory-receipts

Inventory Receipts – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-item-classes-create

Item Class – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-item-classes-id-update

Item Class – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-item-classes-id

Item Class – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-item-classes

Item Classes – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items-create

Item – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items-grid

Items – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items-id-grid

Item – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items-id-update

Item – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items-id

Item – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-items

Items – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-locations-create

Location – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-locations-id-update

Location – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-locations-id

Location – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-locations

Locations – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-rules-grid

Price Rules – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-rules-id-grid

Price Rule – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-rules-id

Price Rule – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules-create

Price Schedule – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules-grid

Price Schedule Items – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules-id-grid

Price Schedule Item – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules-id-update

Price Schedule – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules-id

Price Schedule – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-price-schedules

Price Schedules – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-purchase-orders-create

Purchase – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-purchase-orders-id-update

Purchase – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-purchase-orders-id

Purchase – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-purchase-orders

Purchase Orders – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-received-items

Inventory Items Recevied – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-stock-summary-mfg

Items In Inventory – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-stock-summary

Items In Inventory – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-units-of-measure-create

Unit Of Measure – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-units-of-measure-id-update

Unit Of Measure – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-units-of-measure-id

Unit Of Measure – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-units-of-measure

Units Of Measure – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-vendor-credit-memos-create

Vendor Credit Memo – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-vendor-credit-memos-id-update

Vendor Credit Memo – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-vendor-credit-memos-id

Vendor Credit Memo – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-vendor-credit-memos

Vendor Credit Memos – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-warehouses-create

Warehouse – Create View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-warehouses-id-update

Warehouse – Update View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-warehouses-id

Warehouse – Detail View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Inventory Module

inventory-warehouses

Warehouses – List View

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

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Management Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

Manufacturing Module

manufacturing-batch-import-records

Batch Import Records – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/batch-import-records/
Model: BatchImportRecord
Record Name: Batch Import Record
Plural Name: Batch Import Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Success Yes/No Indicates whether or not the import was successful
Manufacturing Instance Relationship (single) (optional) TODO
Software Text Indicates which software this import file was pulled from
File Path Text Indicates the local path from which the import file was read
Message Long text Records error or success information

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-blueprint-types-create

Blueprint Type – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/blueprint-types/create/
Model: BlueprintType
Record Name: Blueprint Type
Plural Name: Blueprint Types

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
Schedule On Order Yes/No If enabled, all items manufactured set to this blueprint type will create scheduled manufacturing instances.
Demanufacture On Return Yes/No If enabled, any time an item of this type is returned, its constituent parts will be returned to inventory instead of the manufactured good

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-blueprint-types-id-update

Blueprint Type – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/blueprint-types/<pk>/update/
Model: BlueprintType
Record Name: Blueprint Type
Plural Name: Blueprint Types

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
Schedule On Order Yes/No If enabled, all items manufactured set to this blueprint type will create scheduled manufacturing instances.
Demanufacture On Return Yes/No If enabled, any time an item of this type is returned, its constituent parts will be returned to inventory instead of the manufactured good

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-blueprint-types-id

Blueprint Type – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/blueprint-types/<pk>/
Model: BlueprintType
Record Name: Blueprint Type
Plural Name: Blueprint Types

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
Schedule On Order Yes/No If enabled, all items manufactured set to this blueprint type will create scheduled manufacturing instances.
Demanufacture On Return Yes/No If enabled, any time an item of this type is returned, its constituent parts will be returned to inventory instead of the manufactured good

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-blueprint-types

Blueprint Types – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/blueprint-types/
Model: BlueprintType
Record Name: Blueprint Type
Plural Name: Blueprint Types

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
Schedule On Order Yes/No If enabled, all items manufactured set to this blueprint type will create scheduled manufacturing instances.
Demanufacture On Return Yes/No If enabled, any time an item of this type is returned, its constituent parts will be returned to inventory instead of the manufactured good

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-carriers-create

Carrier – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/carriers/create/
Model: Carrier
Record Name: Carrier
Plural Name: Carriers

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-carriers-id-update

Carrier – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/carriers/<pk>/update/
Model: Carrier
Record Name: Carrier
Plural Name: Carriers

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-carriers-id

Carrier – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/carriers/<pk>/
Model: Carrier
Record Name: Carrier
Plural Name: Carriers

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-carriers

Carriers – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/carriers/
Model: Carrier
Record Name: Carrier
Plural Name: Carriers

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-items-create

Commodity Item – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/commodity-items/create/
Model: CommodityItem
Record Name: Commodity Item
Plural Name: Commodity Items

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) TODO
Item Code Text (optional) TODO
Cost Currency Text (choice) TODO
Cost Number (decimal) Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations.
Salesprice Currency Text (choice) TODO
Sales Price Number (decimal) TODO
Purchase Uom Relationship (single) (optional) Unit of measure used when purchasing the item from a vendor
Sales Uom Relationship (single) (optional) Unit of measure used when selling the item to a customer
Expense Account Relationship (single) TODO
Cogs Account Relationship (single) TODO
Revenue Account Relationship (single) TODO
Default Tax Relationship (single) TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-items-id-update

Commodity Item – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/commodity-items/<pk>/update/
Model: CommodityItem
Record Name: Commodity Item
Plural Name: Commodity Items

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) TODO
Item Code Text (optional) TODO
Cost Currency Text (choice) TODO
Cost Number (decimal) Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations.
Salesprice Currency Text (choice) TODO
Sales Price Number (decimal) TODO
Purchase Uom Relationship (single) (optional) Unit of measure used when purchasing the item from a vendor
Sales Uom Relationship (single) (optional) Unit of measure used when selling the item to a customer
Expense Account Relationship (single) TODO
Cogs Account Relationship (single) TODO
Revenue Account Relationship (single) TODO
Default Tax Relationship (single) TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-items-id

Commodity Item – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/commodity-items/<pk>/
Model: CommodityItem
Record Name: Commodity Item
Plural Name: Commodity Items

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) TODO
Item Code Text (optional) TODO
Cost Currency Text (choice) TODO
Cost Number (decimal) Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations.
Salesprice Currency Text (choice) TODO
Sales Price Number (decimal) TODO
Purchase Uom Relationship (single) (optional) Unit of measure used when purchasing the item from a vendor
Sales Uom Relationship (single) (optional) Unit of measure used when selling the item to a customer
Expense Account Relationship (single) TODO
Cogs Account Relationship (single) TODO
Revenue Account Relationship (single) TODO
Default Tax Relationship (single) TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-items

Commodity Items – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/commodity-items/
Model: CommodityItem
Record Name: Commodity Item
Plural Name: Commodity Items

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) TODO
Item Code Text (optional) TODO
Cost Currency Text (choice) TODO
Cost Number (decimal) Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations.
Salesprice Currency Text (choice) TODO
Sales Price Number (decimal) TODO
Purchase Uom Relationship (single) (optional) Unit of measure used when purchasing the item from a vendor
Sales Uom Relationship (single) (optional) Unit of measure used when selling the item to a customer
Expense Account Relationship (single) TODO
Cogs Account Relationship (single) TODO
Revenue Account Relationship (single) TODO
Default Tax Relationship (single) TODO
Memo Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-sales-create

Commodity Sale – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/commodity-sales/create/
Model: CommoditySale
Record Name: Commodity Sale
Plural Name: Commodity 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
Freight Vendor Relationship (single) (optional) Sets the freight vendor associated with this sale; assumed to be FOB if left blank
Estimatedfreight Currency Text (choice) (optional) TODO
Estimated Freight Number (decimal) (optional) Enter the estimated freight cost for this sale
Finalized Freight Yes/No A hidden system field used to mark this commodity sale as being finished processing with regard to any pending freight invoices
Freight Invoice Relationship (single) (optional) Records a link to the freight invoice created from this commodity sale, if one exists

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-sales-id-update

Commodity Sale – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/commodity-sales/<pk>/update/
Model: CommoditySale
Record Name: Commodity Sale
Plural Name: Commodity 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
Freight Vendor Relationship (single) (optional) Sets the freight vendor associated with this sale; assumed to be FOB if left blank
Estimatedfreight Currency Text (choice) (optional) TODO
Estimated Freight Number (decimal) (optional) Enter the estimated freight cost for this sale
Finalized Freight Yes/No A hidden system field used to mark this commodity sale as being finished processing with regard to any pending freight invoices
Freight Invoice Relationship (single) (optional) Records a link to the freight invoice created from this commodity sale, if one exists

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-sales-id

Commodity Sale – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/commodity-sales/<pk>/
Model: CommoditySale
Record Name: Commodity Sale
Plural Name: Commodity 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
Freight Vendor Relationship (single) (optional) Sets the freight vendor associated with this sale; assumed to be FOB if left blank
Estimatedfreight Currency Text (choice) (optional) TODO
Estimated Freight Number (decimal) (optional) Enter the estimated freight cost for this sale
Finalized Freight Yes/No A hidden system field used to mark this commodity sale as being finished processing with regard to any pending freight invoices
Freight Invoice Relationship (single) (optional) Records a link to the freight invoice created from this commodity sale, if one exists

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-commodity-sales

Commodity Sales – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/commodity-sales/
Model: CommoditySale
Record Name: Commodity Sale
Plural Name: Commodity 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
Freight Vendor Relationship (single) (optional) Sets the freight vendor associated with this sale; assumed to be FOB if left blank
Estimatedfreight Currency Text (choice) (optional) TODO
Estimated Freight Number (decimal) (optional) Enter the estimated freight cost for this sale
Finalized Freight Yes/No A hidden system field used to mark this commodity sale as being finished processing with regard to any pending freight invoices
Freight Invoice Relationship (single) (optional) Records a link to the freight invoice created from this commodity sale, if one exists

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-dispatch-schedule

Manufacturing Orders – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/dispatch-schedule/
Model: ManufacturingOrder
Record Name: Manufacturing Order
Plural Name: Manufacturing Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Order # Text An order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) The customer that made this purchase
Warehouse Relationship (single) (optional) The physical location from which inventory items for this order are sourced
Customer Po # Text Optionally record the customer's purchase order number
Order Date Date The date the order was placed
Ship Date Date The date that this order is scheduled to ship
Billing Address Relationship (single) Select the billing address for this order
Shipping Address Relationship (single) Select the shipping address for this order
Freight Option Text (choice) (optional) TODO
Freightrate Currency Text (choice) (optional) TODO
Freight Rate Number (decimal) (optional) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.
Carrier Relationship (single) (optional) The carrier used for delivery
Memo Long text An open text field for employees to make notes about this order
Status Text (choice) Order Status Information
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
Order Weight Number (decimal) (optional) Total weight of all line items (in pounds)
Volumediscount Currency Text (choice) (optional) TODO
Volume Discounts Number (decimal) (optional) The total amount of volume discounts from all line items
Sale Relationship (single) (optional) Connects this order to the sale on which it is billed
Address Line 1 Text TODO
Address Line 2 Text TODO
Billingcity Text TODO
Billingstate Text TODO
Billingzip Text TODO
Billingphone Text TODO
Billingfax Text TODO
Billingemail Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
Shippingcity Text TODO
Shippingstate Text TODO
Shippingzip Text TODO
Shippingphone Text TODO
Shippingfax Text TODO
Shippingemail 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-formula-import-records

Formula Import Records – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/formula-import-records/
Model: FormulaImportRecord
Record Name: Formula Import Record
Plural Name: Formula Import Records

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Success Yes/No Indicates whether or not the import was successful
Formula Relationship (single) (optional) TODO
Software Text Indicates which software this import file was pulled from
File Path Text Indicates the local path from which the import file was read
Message Long text Records error or success information

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-ingredient-needs

Items In Inventory – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/ingredient-needs/
Model: InventoryItem
Record Name: Inventory Item
Plural Name: Items In Inventory

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-inventory-needs

Items In Inventory – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/inventory-needs/
Model: InventoryItem
Record Name: Inventory Item
Plural Name: Items In Inventory

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

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

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-item-assemblies-create

Item Assembly – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/item-assemblies/create/
Model: Blueprint
Record Name: Item Assembly
Plural Name: Item Assemblies

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
Manufactured Item Relationship (single) TODO
Manufactured Quantity Number (decimal) TODO
Manufactured Uom Relationship (single) TODO
Ingredient Total Number (decimal) (optional) TODO
Ingredient Uom Relationship (single) (optional) TODO
Instructions Long text (optional) TODO
Shrink Percent Number (decimal) (optional) Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups.
Container Relationship (single) (optional) Optionally sets the container used for this formula (e.g. bags, boxes, crates)
Countainers Per Unit Number (decimal) (optional) Sets the number of containers used for each "Manufactured UOM" produced. For example, if the Manufactured UOM is Ton, and the container is a 50 Pound Bag, this field would have a value of 40.
Type Relationship (single) (optional) Sets the type of blueprint
Mixer Relationship (single) (optional) Optionally sets the mixer used by this blueprint. If left blank, this blueprint will use the system Default Mixer preference instead
Auto Manufacture Yes/No If this field is checked, Brisk will attempt to create and relieve a manufacturing batch on this product any time it is sold. WARNING: Brisk Software Systems cannot guarantee the accuracy of your inventory if this is enabled.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-item-assemblies-id-update

Item Assembly – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/item-assemblies/<pk>/update/
Model: Blueprint
Record Name: Item Assembly
Plural Name: Item Assemblies

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
Manufactured Item Relationship (single) TODO
Manufactured Quantity Number (decimal) TODO
Manufactured Uom Relationship (single) TODO
Ingredient Total Number (decimal) (optional) TODO
Ingredient Uom Relationship (single) (optional) TODO
Instructions Long text (optional) TODO
Shrink Percent Number (decimal) (optional) Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups.
Container Relationship (single) (optional) Optionally sets the container used for this formula (e.g. bags, boxes, crates)
Countainers Per Unit Number (decimal) (optional) Sets the number of containers used for each "Manufactured UOM" produced. For example, if the Manufactured UOM is Ton, and the container is a 50 Pound Bag, this field would have a value of 40.
Type Relationship (single) (optional) Sets the type of blueprint
Mixer Relationship (single) (optional) Optionally sets the mixer used by this blueprint. If left blank, this blueprint will use the system Default Mixer preference instead
Auto Manufacture Yes/No If this field is checked, Brisk will attempt to create and relieve a manufacturing batch on this product any time it is sold. WARNING: Brisk Software Systems cannot guarantee the accuracy of your inventory if this is enabled.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-item-assemblies-id

Item Assembly – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/item-assemblies/<pk>/
Model: Blueprint
Record Name: Item Assembly
Plural Name: Item Assemblies

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
Manufactured Item Relationship (single) TODO
Manufactured Quantity Number (decimal) TODO
Manufactured Uom Relationship (single) TODO
Ingredient Total Number (decimal) (optional) TODO
Ingredient Uom Relationship (single) (optional) TODO
Instructions Long text (optional) TODO
Shrink Percent Number (decimal) (optional) Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups.
Container Relationship (single) (optional) Optionally sets the container used for this formula (e.g. bags, boxes, crates)
Countainers Per Unit Number (decimal) (optional) Sets the number of containers used for each "Manufactured UOM" produced. For example, if the Manufactured UOM is Ton, and the container is a 50 Pound Bag, this field would have a value of 40.
Type Relationship (single) (optional) Sets the type of blueprint
Mixer Relationship (single) (optional) Optionally sets the mixer used by this blueprint. If left blank, this blueprint will use the system Default Mixer preference instead
Auto Manufacture Yes/No If this field is checked, Brisk will attempt to create and relieve a manufacturing batch on this product any time it is sold. WARNING: Brisk Software Systems cannot guarantee the accuracy of your inventory if this is enabled.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-item-assemblies

Item Assemblies – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/item-assemblies/
Model: Blueprint
Record Name: Item Assembly
Plural Name: Item Assemblies

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
Manufactured Item Relationship (single) TODO
Manufactured Quantity Number (decimal) TODO
Manufactured Uom Relationship (single) TODO
Ingredient Total Number (decimal) (optional) TODO
Ingredient Uom Relationship (single) (optional) TODO
Instructions Long text (optional) TODO
Shrink Percent Number (decimal) (optional) Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups.
Container Relationship (single) (optional) Optionally sets the container used for this formula (e.g. bags, boxes, crates)
Countainers Per Unit Number (decimal) (optional) Sets the number of containers used for each "Manufactured UOM" produced. For example, if the Manufactured UOM is Ton, and the container is a 50 Pound Bag, this field would have a value of 40.
Type Relationship (single) (optional) Sets the type of blueprint
Mixer Relationship (single) (optional) Optionally sets the mixer used by this blueprint. If left blank, this blueprint will use the system Default Mixer preference instead
Auto Manufacture Yes/No If this field is checked, Brisk will attempt to create and relieve a manufacturing batch on this product any time it is sold. WARNING: Brisk Software Systems cannot guarantee the accuracy of your inventory if this is enabled.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-instances-create

Manufacturing Instance – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/manufacturing-instances/create/
Model: ManufacturingInstance
Record Name: Manufacturing Instance
Plural Name: Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-instances-id-update

Manufacturing Instance – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/manufacturing-instances/<pk>/update/
Model: ManufacturingInstance
Record Name: Manufacturing Instance
Plural Name: Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-instances-id

Manufacturing Instance – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/manufacturing-instances/<pk>/
Model: ManufacturingInstance
Record Name: Manufacturing Instance
Plural Name: Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-instances

Manufacturing Instances – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/manufacturing-instances/
Model: ManufacturingInstance
Record Name: Manufacturing Instance
Plural Name: Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-orders-convert

Manufacturing Invoice – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/manufacturing-orders/convert/
Model: ManufacturingInvoice
Record Name: Manufacturing Invoice
Plural Name: Manufacturing Invoices

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
Order Relationship (single) Connects this Invoice to its Order

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-orders-create

Manufacturing Order – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/manufacturing-orders/create/
Model: ManufacturingOrder
Record Name: Manufacturing Order
Plural Name: Manufacturing Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Order # Text An order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) The customer that made this purchase
Warehouse Relationship (single) (optional) The physical location from which inventory items for this order are sourced
Customer Po # Text Optionally record the customer's purchase order number
Order Date Date The date the order was placed
Ship Date Date The date that this order is scheduled to ship
Billing Address Relationship (single) Select the billing address for this order
Shipping Address Relationship (single) Select the shipping address for this order
Freight Option Text (choice) (optional) TODO
Freightrate Currency Text (choice) (optional) TODO
Freight Rate Number (decimal) (optional) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.
Carrier Relationship (single) (optional) The carrier used for delivery
Memo Long text An open text field for employees to make notes about this order
Status Text (choice) Order Status Information
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
Order Weight Number (decimal) (optional) Total weight of all line items (in pounds)
Volumediscount Currency Text (choice) (optional) TODO
Volume Discounts Number (decimal) (optional) The total amount of volume discounts from all line items
Sale Relationship (single) (optional) Connects this order to the sale on which it is billed
Address Line 1 Text TODO
Address Line 2 Text TODO
Billingcity Text TODO
Billingstate Text TODO
Billingzip Text TODO
Billingphone Text TODO
Billingfax Text TODO
Billingemail Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
Shippingcity Text TODO
Shippingstate Text TODO
Shippingzip Text TODO
Shippingphone Text TODO
Shippingfax Text TODO
Shippingemail 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-orders-id-update

Manufacturing Order – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/manufacturing-orders/<pk>/update/
Model: ManufacturingOrder
Record Name: Manufacturing Order
Plural Name: Manufacturing Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Order # Text An order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) The customer that made this purchase
Warehouse Relationship (single) (optional) The physical location from which inventory items for this order are sourced
Customer Po # Text Optionally record the customer's purchase order number
Order Date Date The date the order was placed
Ship Date Date The date that this order is scheduled to ship
Billing Address Relationship (single) Select the billing address for this order
Shipping Address Relationship (single) Select the shipping address for this order
Freight Option Text (choice) (optional) TODO
Freightrate Currency Text (choice) (optional) TODO
Freight Rate Number (decimal) (optional) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.
Carrier Relationship (single) (optional) The carrier used for delivery
Memo Long text An open text field for employees to make notes about this order
Status Text (choice) Order Status Information
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
Order Weight Number (decimal) (optional) Total weight of all line items (in pounds)
Volumediscount Currency Text (choice) (optional) TODO
Volume Discounts Number (decimal) (optional) The total amount of volume discounts from all line items
Sale Relationship (single) (optional) Connects this order to the sale on which it is billed
Address Line 1 Text TODO
Address Line 2 Text TODO
Billingcity Text TODO
Billingstate Text TODO
Billingzip Text TODO
Billingphone Text TODO
Billingfax Text TODO
Billingemail Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
Shippingcity Text TODO
Shippingstate Text TODO
Shippingzip Text TODO
Shippingphone Text TODO
Shippingfax Text TODO
Shippingemail 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-orders-id

Manufacturing Order – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/manufacturing-orders/<pk>/
Model: ManufacturingOrder
Record Name: Manufacturing Order
Plural Name: Manufacturing Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Order # Text An order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) The customer that made this purchase
Warehouse Relationship (single) (optional) The physical location from which inventory items for this order are sourced
Customer Po # Text Optionally record the customer's purchase order number
Order Date Date The date the order was placed
Ship Date Date The date that this order is scheduled to ship
Billing Address Relationship (single) Select the billing address for this order
Shipping Address Relationship (single) Select the shipping address for this order
Freight Option Text (choice) (optional) TODO
Freightrate Currency Text (choice) (optional) TODO
Freight Rate Number (decimal) (optional) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.
Carrier Relationship (single) (optional) The carrier used for delivery
Memo Long text An open text field for employees to make notes about this order
Status Text (choice) Order Status Information
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
Order Weight Number (decimal) (optional) Total weight of all line items (in pounds)
Volumediscount Currency Text (choice) (optional) TODO
Volume Discounts Number (decimal) (optional) The total amount of volume discounts from all line items
Sale Relationship (single) (optional) Connects this order to the sale on which it is billed
Address Line 1 Text TODO
Address Line 2 Text TODO
Billingcity Text TODO
Billingstate Text TODO
Billingzip Text TODO
Billingphone Text TODO
Billingfax Text TODO
Billingemail Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
Shippingcity Text TODO
Shippingstate Text TODO
Shippingzip Text TODO
Shippingphone Text TODO
Shippingfax Text TODO
Shippingemail 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-orders

Manufacturing Orders – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/manufacturing-orders/
Model: ManufacturingOrder
Record Name: Manufacturing Order
Plural Name: Manufacturing Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Order # Text An order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) The customer that made this purchase
Warehouse Relationship (single) (optional) The physical location from which inventory items for this order are sourced
Customer Po # Text Optionally record the customer's purchase order number
Order Date Date The date the order was placed
Ship Date Date The date that this order is scheduled to ship
Billing Address Relationship (single) Select the billing address for this order
Shipping Address Relationship (single) Select the shipping address for this order
Freight Option Text (choice) (optional) TODO
Freightrate Currency Text (choice) (optional) TODO
Freight Rate Number (decimal) (optional) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.
Carrier Relationship (single) (optional) The carrier used for delivery
Memo Long text An open text field for employees to make notes about this order
Status Text (choice) Order Status Information
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
Order Weight Number (decimal) (optional) Total weight of all line items (in pounds)
Volumediscount Currency Text (choice) (optional) TODO
Volume Discounts Number (decimal) (optional) The total amount of volume discounts from all line items
Sale Relationship (single) (optional) Connects this order to the sale on which it is billed
Address Line 1 Text TODO
Address Line 2 Text TODO
Billingcity Text TODO
Billingstate Text TODO
Billingzip Text TODO
Billingphone Text TODO
Billingfax Text TODO
Billingemail Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
Shippingcity Text TODO
Shippingstate Text TODO
Shippingzip Text TODO
Shippingphone Text TODO
Shippingfax Text TODO
Shippingemail 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-reports-create

Manufacturing Report – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/manufacturing-reports/create/
Model: ManufacturingReport
Record Name: Manufacturing Report
Plural Name: Manufacturing Reports

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
Date Entered Date & time (optional) TODO
Memo Text (optional) TODO
Status 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-reports-id-update

Manufacturing Report – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/manufacturing-reports/<pk>/update/
Model: ManufacturingReport
Record Name: Manufacturing Report
Plural Name: Manufacturing Reports

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
Date Entered Date & time (optional) TODO
Memo Text (optional) TODO
Status 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-reports-id

Manufacturing Report – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/manufacturing-reports/<pk>/
Model: ManufacturingReport
Record Name: Manufacturing Report
Plural Name: Manufacturing Reports

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
Date Entered Date & time (optional) TODO
Memo Text (optional) TODO
Status 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-manufacturing-reports

Manufacturing Reports – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/manufacturing-reports/
Model: ManufacturingReport
Record Name: Manufacturing Report
Plural Name: Manufacturing Reports

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
Date Entered Date & time (optional) TODO
Memo Text (optional) TODO
Status 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-mixers-create

Mixer – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/mixers/create/
Model: Mixer
Record Name: Mixer
Plural Name: Mixers

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
Size Number (decimal) Represents the capacity of the mixer
Uom Relationship (single) Sets the unit of measure on the mixer size

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-mixers-id-update

Mixer – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/mixers/<pk>/update/
Model: Mixer
Record Name: Mixer
Plural Name: Mixers

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
Size Number (decimal) Represents the capacity of the mixer
Uom Relationship (single) Sets the unit of measure on the mixer size

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-mixers-id

Mixer – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/mixers/<pk>/
Model: Mixer
Record Name: Mixer
Plural Name: Mixers

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
Size Number (decimal) Represents the capacity of the mixer
Uom Relationship (single) Sets the unit of measure on the mixer size

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-mixers

Mixers – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/mixers/
Model: Mixer
Record Name: Mixer
Plural Name: Mixers

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
Size Number (decimal) Represents the capacity of the mixer
Uom Relationship (single) Sets the unit of measure on the mixer size

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-production-schedule

Scheduled Manufacturing Instances – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/production-schedule/
Model: ScheduledManufacturingInstance
Record Name: Scheduled Manufacturing Instance
Plural Name: Scheduled Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from
Manufacturinginstance Ptr Relationship (one-to-one) TODO
Scheduled Date Date & time (optional) TODO
Deadline Date & time (optional) TODO
Sequence Number Number (integer) For the given scheduled date, sets the numerical order in which manufacturing will be performed

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-scheduled-manufacturing-instances-create

Scheduled Manufacturing Instance – Create View

Module: Manufacturing
Screen Type: Create View
URL: /^manufacturing/scheduled-manufacturing-instances/create/
Model: ScheduledManufacturingInstance
Record Name: Scheduled Manufacturing Instance
Plural Name: Scheduled Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from
Manufacturinginstance Ptr Relationship (one-to-one) TODO
Scheduled Date Date & time (optional) TODO
Deadline Date & time (optional) TODO
Sequence Number Number (integer) For the given scheduled date, sets the numerical order in which manufacturing will be performed

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-scheduled-manufacturing-instances-id-update

Scheduled Manufacturing Instance – Update View

Module: Manufacturing
Screen Type: Update View
URL: /^manufacturing/scheduled-manufacturing-instances/<pk>/update/
Model: ScheduledManufacturingInstance
Record Name: Scheduled Manufacturing Instance
Plural Name: Scheduled Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from
Manufacturinginstance Ptr Relationship (one-to-one) TODO
Scheduled Date Date & time (optional) TODO
Deadline Date & time (optional) TODO
Sequence Number Number (integer) For the given scheduled date, sets the numerical order in which manufacturing will be performed

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-scheduled-manufacturing-instances-id

Scheduled Manufacturing Instance – Detail View

Module: Manufacturing
Screen Type: Detail View
URL: /^manufacturing/scheduled-manufacturing-instances/<pk>/
Model: ScheduledManufacturingInstance
Record Name: Scheduled Manufacturing Instance
Plural Name: Scheduled Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from
Manufacturinginstance Ptr Relationship (one-to-one) TODO
Scheduled Date Date & time (optional) TODO
Deadline Date & time (optional) TODO
Sequence Number Number (integer) For the given scheduled date, sets the numerical order in which manufacturing will be performed

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Manufacturing Module

manufacturing-scheduled-manufacturing-instances

Scheduled Manufacturing Instances – List View

Module: Manufacturing
Screen Type: List View
URL: /^manufacturing/scheduled-manufacturing-instances/
Model: ScheduledManufacturingInstance
Record Name: Scheduled Manufacturing Instance
Plural Name: Scheduled Manufacturing Instances

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
Blueprint Relationship (single) TODO
Warehouse Relationship (single) TODO
Date Entered Date & time (optional) TODO
Status Text (choice) TODO
Unitcost Currency Text (choice) (optional) TODO
Unit Cost Number (decimal) (optional) TODO
Batch Size Number (decimal) (optional) For a scheduled instance, this is the requested amount of product to manufacture
Quantity Per Batch Number (decimal) (optional) Manually override the batch size used on the batch sheet. Automatically calculated if left blank.
Product Yield Number (decimal) (optional) Represents the actual amount of product yielded from the manufacturing process
Container Relationship (single) (optional) Optionally sets the container used for this product (e.g. bags, boxes, crates)
Countainers Used Number (decimal) (optional) Records the number of containers used in this instance.
Memo Text (optional) TODO
Materials Consumed Yes/No TODO
Inventory Added Yes/No TODO
Edit Locked Yes/No TODO
Exported Yes/No Marks this object as being exported to a batching system
Mfg. Report Relationship (single) (optional) Connects this manufacturing instance to a Manufacturing Report
Parent Sale Relationship (single) (optional) If this instance was produced by the auto manufacture feature, records the sale that produced it.
Order Relationship (single) (optional) Connects this manufacturing instance to the customer order that it was generated from
Manufacturinginstance Ptr Relationship (one-to-one) TODO
Scheduled Date Date & time (optional) TODO
Deadline Date & time (optional) TODO
Sequence Number Number (integer) For the given scheduled date, sets the numerical order in which manufacturing will be performed

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

Reports Module

reports-advanced-report-id-data

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report/<pk>/data
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-report-id-update

Advanced Report – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/advanced-report/<pk>/update/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-report-id

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report/<pk>/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-report-uuid-id-data

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report-uuid/<uuid:uuid>/data
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-report-uuid-id

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report-uuid/<uuid:uuid>/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-reports-create

Advanced Report – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/advanced-reports/create/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-advanced-reports

Advanced Reports – List View

Module: Reports
Screen Type: List View
URL: /^reports/advanced-reports/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-email-templates-create

Email Template – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/email-templates/create/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

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
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-email-templates-id-update

Email Template – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/email-templates/<pk>/update/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

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
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-email-templates-id

Email Template – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/email-templates/<pk>/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

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
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-email-templates

Email Templates – List View

Module: Reports
Screen Type: List View
URL: /^reports/email-templates/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

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
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-pdf-renderers-create

Pdf Renderer – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/pdf-renderers/create/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

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
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-pdf-renderers-id-update

Pdf Renderer – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/pdf-renderers/<pk>/update/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

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
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-pdf-renderers-id

Pdf Renderer – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/pdf-renderers/<pk>/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

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
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-pdf-renderers

Pdf Renderers – List View

Module: Reports
Screen Type: List View
URL: /^reports/pdf-renderers/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

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
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-receipt-templates-create

Receipt Template – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/receipt-templates/create/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

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
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-receipt-templates-id-update

Receipt Template – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/receipt-templates/<pk>/update/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

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
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-receipt-templates-id

Receipt Template – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/receipt-templates/<pk>/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

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
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-receipt-templates

Receipt Templates – List View

Module: Reports
Screen Type: List View
URL: /^reports/receipt-templates/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

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
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-report-id-data

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report/<pk>/data
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-report-id-update

Report – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/report/<pk>/update/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-report-id

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report/<pk>/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-report-uuid-id-data

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report-uuid/<uuid:uuid>/data
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-report-uuid-id

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report-uuid/<uuid:uuid>/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-reports-create

Report – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/reports/create/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Reports Module

reports-reports

Reports – List View

Module: Reports
Screen Type: List View
URL: /^reports/reports/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

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
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-cash-drawers-id-update

Cash Drawer – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/cash-drawers/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-cash-drawers-id

Cash Drawer – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/cash-drawers/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-discount-periods-id-update

Discount Period – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/discount-periods/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-discount-periods-id

Discount Period – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/discount-periods/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-payouts-id-update

Payout – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/payouts/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-payouts-id

Payout – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/payouts/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-quotes-id-update

Quote – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/quotes/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-quotes-id

Quote – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/quotes/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-returns-id-update

Return – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/returns/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-returns-id

Return – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/returns/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-sales-id-update

Sale – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/sales/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-sales-id

Sale – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/sales/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-subscriptions-id-update

Subscription – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/subscriptions/<pk>/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

sales-subscriptions-id

Subscription – Detail View

Module: Sales
Screen Type: Detail View
URL: /^sales/subscriptions/<pk>/
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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Sales Module

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

Service Module

service-customers-create

Customer – Create View

Module: Service
Screen Type: Create View
URL: /^service/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-customers-id-update

Customer – Update View

Module: Service
Screen Type: Update View
URL: /^service/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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-dispatch

Bookings – List View

Module: Service
Screen Type: List View
URL: /^service/dispatch/
Model: Booking
Record Name: Booking
Plural Name: Bookings

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
Booking Date Date & time Records the date and time of this booking
Customer Relationship (single) The customer for this booking
Service Order Relationship (single) (optional) Connects this booking to a service order
Address Line 1 Text Enter the address of this booking
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Code 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-categories-create

Equipment Category – Create View

Module: Service
Screen Type: Create View
URL: /^service/equipment-categories/create/
Model: EquipmentCategory
Record Name: Equipment Category
Plural Name: Equipment Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-categories-id-update

Equipment Category – Update View

Module: Service
Screen Type: Update View
URL: /^service/equipment-categories/<pk>/update/
Model: EquipmentCategory
Record Name: Equipment Category
Plural Name: Equipment Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-categories-id

Equipment Category – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/equipment-categories/<pk>/
Model: EquipmentCategory
Record Name: Equipment Category
Plural Name: Equipment Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-categories

Equipment Categories – List View

Module: Service
Screen Type: List View
URL: /^service/equipment-categories/
Model: EquipmentCategory
Record Name: Equipment Category
Plural Name: Equipment Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-create

Equipment – Create View

Module: Service
Screen Type: Create View
URL: /^service/equipment/create/
Model: Equipment
Record Name: Equipment
Plural Name: Equipment

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
Unit Number Text (optional) Enter the number or name used internally by your business to identify this equipment
Customer Relationship (single) TODO
Category Relationship (single) (optional) Sets the class or category of this equipment
Description Text (optional) A short description or name of the equipment
Status Relationship (single) (optional) Use this field to track the status of a piece of equipment
Make Relationship (single) (optional) Use this field to record the make of the euqipment
Model Text (optional) Use this field to record the model or model number of this equipment
Serial Text (optional) Enter the equipment serial number for ease of finding it in the future
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Notes Long text (optional) Use this field to store internal notes about this equipment.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-id-update

Equipment – Update View

Module: Service
Screen Type: Update View
URL: /^service/equipment/<pk>/update/
Model: Equipment
Record Name: Equipment
Plural Name: Equipment

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
Unit Number Text (optional) Enter the number or name used internally by your business to identify this equipment
Customer Relationship (single) TODO
Category Relationship (single) (optional) Sets the class or category of this equipment
Description Text (optional) A short description or name of the equipment
Status Relationship (single) (optional) Use this field to track the status of a piece of equipment
Make Relationship (single) (optional) Use this field to record the make of the euqipment
Model Text (optional) Use this field to record the model or model number of this equipment
Serial Text (optional) Enter the equipment serial number for ease of finding it in the future
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Notes Long text (optional) Use this field to store internal notes about this equipment.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-id

Equipment – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/equipment/<pk>/
Model: Equipment
Record Name: Equipment
Plural Name: Equipment

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
Unit Number Text (optional) Enter the number or name used internally by your business to identify this equipment
Customer Relationship (single) TODO
Category Relationship (single) (optional) Sets the class or category of this equipment
Description Text (optional) A short description or name of the equipment
Status Relationship (single) (optional) Use this field to track the status of a piece of equipment
Make Relationship (single) (optional) Use this field to record the make of the euqipment
Model Text (optional) Use this field to record the model or model number of this equipment
Serial Text (optional) Enter the equipment serial number for ease of finding it in the future
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Notes Long text (optional) Use this field to store internal notes about this equipment.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-makes-create

Equipment Make – Create View

Module: Service
Screen Type: Create View
URL: /^service/equipment-makes/create/
Model: EquipmentMake
Record Name: Equipment Make
Plural Name: Equipment Makes

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-makes-id-update

Equipment Make – Update View

Module: Service
Screen Type: Update View
URL: /^service/equipment-makes/<pk>/update/
Model: EquipmentMake
Record Name: Equipment Make
Plural Name: Equipment Makes

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-makes-id

Equipment Make – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/equipment-makes/<pk>/
Model: EquipmentMake
Record Name: Equipment Make
Plural Name: Equipment Makes

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-makes

Equipment Makes – List View

Module: Service
Screen Type: List View
URL: /^service/equipment-makes/
Model: EquipmentMake
Record Name: Equipment Make
Plural Name: Equipment Makes

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-statuses-create

Equipment Status – Create View

Module: Service
Screen Type: Create View
URL: /^service/equipment-statuses/create/
Model: EquipmentStatus
Record Name: Equipment Status
Plural Name: Equipment Statuses

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-statuses-id-update

Equipment Status – Update View

Module: Service
Screen Type: Update View
URL: /^service/equipment-statuses/<pk>/update/
Model: EquipmentStatus
Record Name: Equipment Status
Plural Name: Equipment Statuses

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-statuses-id

Equipment Status – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/equipment-statuses/<pk>/
Model: EquipmentStatus
Record Name: Equipment Status
Plural Name: Equipment Statuses

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment-statuses

Equipment Statuses – List View

Module: Service
Screen Type: List View
URL: /^service/equipment-statuses/
Model: EquipmentStatus
Record Name: Equipment Status
Plural Name: Equipment Statuses

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-equipment

Equipment – List View

Module: Service
Screen Type: List View
URL: /^service/equipment/
Model: Equipment
Record Name: Equipment
Plural Name: Equipment

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
Unit Number Text (optional) Enter the number or name used internally by your business to identify this equipment
Customer Relationship (single) TODO
Category Relationship (single) (optional) Sets the class or category of this equipment
Description Text (optional) A short description or name of the equipment
Status Relationship (single) (optional) Use this field to track the status of a piece of equipment
Make Relationship (single) (optional) Use this field to record the make of the euqipment
Model Text (optional) Use this field to record the model or model number of this equipment
Serial Text (optional) Enter the equipment serial number for ease of finding it in the future
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Notes Long text (optional) Use this field to store internal notes about this equipment.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-categories-create

Service Category – Create View

Module: Service
Screen Type: Create View
URL: /^service/service-categories/create/
Model: ServiceCategory
Record Name: Service Category
Plural Name: Service Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-categories-id-update

Service Category – Update View

Module: Service
Screen Type: Update View
URL: /^service/service-categories/<pk>/update/
Model: ServiceCategory
Record Name: Service Category
Plural Name: Service Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-categories-id

Service Category – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/service-categories/<pk>/
Model: ServiceCategory
Record Name: Service Category
Plural Name: Service Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-categories

Service Categories – List View

Module: Service
Screen Type: List View
URL: /^service/service-categories/
Model: ServiceCategory
Record Name: Service Category
Plural Name: Service Categories

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-orders-convert

Service Invoice – Create View

Module: Service
Screen Type: Create View
URL: /^service/service-orders/convert/
Model: ServiceInvoice
Record Name: Service Invoice
Plural Name: Service Invoices

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
Service Order Relationship (single) Connects this Invoice to its Service Order

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-orders-create

Service Order – Create View

Module: Service
Screen Type: Create View
URL: /^service/service-orders/create/
Model: ServiceOrder
Record Name: Service Order
Plural Name: Service Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Service Order # Text A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) (optional) TODO
Equipment Relationship (single) (optional) TODO
Status Relationship (single) (optional) TODO
Type Relationship (single) (optional) If your service department tracks work by category, use this field to record it
Warehouse Relationship (single) (optional) The physical location from which inventory items for this service order are sourced
Memo Long text (optional) Use this field to store internal notes about this service order.
Service Date Date (optional) The date and time that this service order was started
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Edit Locked Yes/No TODO
Converted Yes/No Marks this service order 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-orders-id-update

Service Order – Update View

Module: Service
Screen Type: Update View
URL: /^service/service-orders/<pk>/update/
Model: ServiceOrder
Record Name: Service Order
Plural Name: Service Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Service Order # Text A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) (optional) TODO
Equipment Relationship (single) (optional) TODO
Status Relationship (single) (optional) TODO
Type Relationship (single) (optional) If your service department tracks work by category, use this field to record it
Warehouse Relationship (single) (optional) The physical location from which inventory items for this service order are sourced
Memo Long text (optional) Use this field to store internal notes about this service order.
Service Date Date (optional) The date and time that this service order was started
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Edit Locked Yes/No TODO
Converted Yes/No Marks this service order 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-orders-id

Service Order – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/service-orders/<pk>/
Model: ServiceOrder
Record Name: Service Order
Plural Name: Service Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Service Order # Text A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) (optional) TODO
Equipment Relationship (single) (optional) TODO
Status Relationship (single) (optional) TODO
Type Relationship (single) (optional) If your service department tracks work by category, use this field to record it
Warehouse Relationship (single) (optional) The physical location from which inventory items for this service order are sourced
Memo Long text (optional) Use this field to store internal notes about this service order.
Service Date Date (optional) The date and time that this service order was started
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Edit Locked Yes/No TODO
Converted Yes/No Marks this service order 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-orders

Service Orders – List View

Module: Service
Screen Type: List View
URL: /^service/service-orders/
Model: ServiceOrder
Record Name: Service Order
Plural Name: Service Orders

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Service Order # Text A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches
Customer Relationship (single) (optional) TODO
Equipment Relationship (single) (optional) TODO
Status Relationship (single) (optional) TODO
Type Relationship (single) (optional) If your service department tracks work by category, use this field to record it
Warehouse Relationship (single) (optional) The physical location from which inventory items for this service order are sourced
Memo Long text (optional) Use this field to store internal notes about this service order.
Service Date Date (optional) The date and time that this service order was started
Mileage/Hours Number (decimal) (optional) Record the equipment mileage, hours, or other time tracking metric
Edit Locked Yes/No TODO
Converted Yes/No Marks this service order 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets-create

Service Snippet – Create View

Module: Service
Screen Type: Create View
URL: /^service/service-snippets/create/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets-grid

Service Snippets – List View

Module: Service
Screen Type: List View
URL: /^service/service-snippets/grid/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets-id-grid

Service Snippet – Update View

Module: Service
Screen Type: Update View
URL: /^service/service-snippets/<pk>/grid/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets-id-update

Service Snippet – Update View

Module: Service
Screen Type: Update View
URL: /^service/service-snippets/<pk>/update/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets-id

Service Snippet – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/service-snippets/<pk>/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-snippets

Service Snippets – List View

Module: Service
Screen Type: List View
URL: /^service/service-snippets/
Model: ServiceSnippet
Record Name: Service Snippet
Plural Name: Service Snippets

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
Text Long text Enter the text to reuse here

System Fields (Managed Automatically)

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

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

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-statuses-create

Service Status – Create View

Module: Service
Screen Type: Create View
URL: /^service/service-statuses/create/
Model: ServiceStatus
Record Name: Service Status
Plural Name: Service Statuses

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
Group Number (integer) Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-statuses-id-update

Service Status – Update View

Module: Service
Screen Type: Update View
URL: /^service/service-statuses/<pk>/update/
Model: ServiceStatus
Record Name: Service Status
Plural Name: Service Statuses

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
Group Number (integer) Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-statuses-id

Service Status – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/service-statuses/<pk>/
Model: ServiceStatus
Record Name: Service Status
Plural Name: Service Statuses

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
Group Number (integer) Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-service-statuses

Service Statuses – List View

Module: Service
Screen Type: List View
URL: /^service/service-statuses/
Model: ServiceStatus
Record Name: Service Status
Plural Name: Service Statuses

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
Group Number (integer) Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc.

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-technicians-create

Technician – Create View

Module: Service
Screen Type: Create View
URL: /^service/technicians/create/
Model: Technician
Record Name: Technician
Plural Name: Technicians

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

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-technicians-id-update

Technician – Update View

Module: Service
Screen Type: Update View
URL: /^service/technicians/<pk>/update/
Model: Technician
Record Name: Technician
Plural Name: Technicians

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

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-technicians-id

Technician – Detail View

Module: Service
Screen Type: Detail View
URL: /^service/technicians/<pk>/
Model: Technician
Record Name: Technician
Plural Name: Technicians

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

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Service Module

service-technicians

Technicians – List View

Module: Service
Screen Type: List View
URL: /^service/technicians/
Model: Technician
Record Name: Technician
Plural Name: Technicians

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

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

Setup Module

setup-navigation-menus-create

Navigation Menu – Create View

Module: Setup
Screen Type: Create View
URL: /^setup/navigation-menus/create/
Model: NavigationMenu
Record Name: Navigation Menu
Plural Name: Navigation Menus

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) Leave any notes about this menu here
Show Favorites Yes/No Show or hide the favorites submenu
Show Sales Yes/No Show or hide the sales submenu
Show Inventory Yes/No Show or hide the inventory submenu
Show Accounting Yes/No Show or hide the accounting submenu
Show Manufacturing Yes/No Show or hide the manufacturing submenu
Show Management Yes/No Show or hide the management submenu
Show Reports Yes/No Show or hide the reports submenu
Show Setup Yes/No Show or hide the setup submenu
Show Service Yes/No Show or hide the service submenu

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-navigation-menus-id-update

Navigation Menu – Update View

Module: Setup
Screen Type: Update View
URL: /^setup/navigation-menus/<pk>/update/
Model: NavigationMenu
Record Name: Navigation Menu
Plural Name: Navigation Menus

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) Leave any notes about this menu here
Show Favorites Yes/No Show or hide the favorites submenu
Show Sales Yes/No Show or hide the sales submenu
Show Inventory Yes/No Show or hide the inventory submenu
Show Accounting Yes/No Show or hide the accounting submenu
Show Manufacturing Yes/No Show or hide the manufacturing submenu
Show Management Yes/No Show or hide the management submenu
Show Reports Yes/No Show or hide the reports submenu
Show Setup Yes/No Show or hide the setup submenu
Show Service Yes/No Show or hide the service submenu

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-navigation-menus-id

Navigation Menu – Detail View

Module: Setup
Screen Type: Detail View
URL: /^setup/navigation-menus/<pk>/
Model: NavigationMenu
Record Name: Navigation Menu
Plural Name: Navigation Menus

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) Leave any notes about this menu here
Show Favorites Yes/No Show or hide the favorites submenu
Show Sales Yes/No Show or hide the sales submenu
Show Inventory Yes/No Show or hide the inventory submenu
Show Accounting Yes/No Show or hide the accounting submenu
Show Manufacturing Yes/No Show or hide the manufacturing submenu
Show Management Yes/No Show or hide the management submenu
Show Reports Yes/No Show or hide the reports submenu
Show Setup Yes/No Show or hide the setup submenu
Show Service Yes/No Show or hide the service submenu

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-navigation-menus

Navigation Menus – List View

Module: Setup
Screen Type: List View
URL: /^setup/navigation-menus/
Model: NavigationMenu
Record Name: Navigation Menu
Plural Name: Navigation Menus

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text (optional) Leave any notes about this menu here
Show Favorites Yes/No Show or hide the favorites submenu
Show Sales Yes/No Show or hide the sales submenu
Show Inventory Yes/No Show or hide the inventory submenu
Show Accounting Yes/No Show or hide the accounting submenu
Show Manufacturing Yes/No Show or hide the manufacturing submenu
Show Management Yes/No Show or hide the management submenu
Show Reports Yes/No Show or hide the reports submenu
Show Setup Yes/No Show or hide the setup submenu
Show Service Yes/No Show or hide the service submenu

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-notifications-create

Notification – Create View

Module: Setup
Screen Type: Create View
URL: /^setup/notifications/create/
Model: Notification
Record Name: Notification
Plural Name: Notifications

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
User Relationship (single) The user that this notification is for
Label Text The title or description of this notification
Body Long text The message delivered by this notification
Notification Link Text (optional) The destination that this notification will direct to
Dismissed Yes/No Once dismissed, this notification will be marked as read and will not be highlighted or contribute to the list of unread notifications

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-notifications-id-update

Notification – Update View

Module: Setup
Screen Type: Update View
URL: /^setup/notifications/<pk>/update/
Model: Notification
Record Name: Notification
Plural Name: Notifications

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
User Relationship (single) The user that this notification is for
Label Text The title or description of this notification
Body Long text The message delivered by this notification
Notification Link Text (optional) The destination that this notification will direct to
Dismissed Yes/No Once dismissed, this notification will be marked as read and will not be highlighted or contribute to the list of unread notifications

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-notifications-id

Notification – Detail View

Module: Setup
Screen Type: Detail View
URL: /^setup/notifications/<pk>/
Model: Notification
Record Name: Notification
Plural Name: Notifications

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
User Relationship (single) The user that this notification is for
Label Text The title or description of this notification
Body Long text The message delivered by this notification
Notification Link Text (optional) The destination that this notification will direct to
Dismissed Yes/No Once dismissed, this notification will be marked as read and will not be highlighted or contribute to the list of unread notifications

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-notifications

Notifications – List View

Module: Setup
Screen Type: List View
URL: /^setup/notifications/
Model: Notification
Record Name: Notification
Plural Name: Notifications

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
User Relationship (single) The user that this notification is for
Label Text The title or description of this notification
Body Long text The message delivered by this notification
Notification Link Text (optional) The destination that this notification will direct to
Dismissed Yes/No Once dismissed, this notification will be marked as read and will not be highlighted or contribute to the list of unread notifications

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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-users-create

User – Create View

Module: Setup
Screen Type: Create View
URL: /^setup/users/create/
Model: User
Record Name: User
Plural Name: Users

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
Password Text TODO
Last Login Date & time (optional) TODO
Superuser Status Yes/No Designates that this user has all permissions without explicitly assigning them.
Username Text Required. 150 characters or fewer. Letters, digits and @/./+/-/_ only.
First Name Text TODO
Last Name Text TODO
Email Address Text TODO
Staff Status Yes/No Designates whether the user can log into this admin site.
Active Yes/No Designates whether this user should be treated as active. Unselect this instead of deleting accounts.
Date Joined Date & time 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-users-id-password

User – Update View

Module: Setup
Screen Type: Update View
URL: /^setup/users/<pk>/password/
Model: User
Record Name: User
Plural Name: Users

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
Password Text TODO
Last Login Date & time (optional) TODO
Superuser Status Yes/No Designates that this user has all permissions without explicitly assigning them.
Username Text Required. 150 characters or fewer. Letters, digits and @/./+/-/_ only.
First Name Text TODO
Last Name Text TODO
Email Address Text TODO
Staff Status Yes/No Designates whether the user can log into this admin site.
Active Yes/No Designates whether this user should be treated as active. Unselect this instead of deleting accounts.
Date Joined Date & time 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-users-id-update

User – Update View

Module: Setup
Screen Type: Update View
URL: /^setup/users/<pk>/update/
Model: User
Record Name: User
Plural Name: Users

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
Password Text TODO
Last Login Date & time (optional) TODO
Superuser Status Yes/No Designates that this user has all permissions without explicitly assigning them.
Username Text Required. 150 characters or fewer. Letters, digits and @/./+/-/_ only.
First Name Text TODO
Last Name Text TODO
Email Address Text TODO
Staff Status Yes/No Designates whether the user can log into this admin site.
Active Yes/No Designates whether this user should be treated as active. Unselect this instead of deleting accounts.
Date Joined Date & time 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-users-id

User – Detail View

Module: Setup
Screen Type: Detail View
URL: /^setup/users/<pk>/
Model: User
Record Name: User
Plural Name: Users

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
Password Text TODO
Last Login Date & time (optional) TODO
Superuser Status Yes/No Designates that this user has all permissions without explicitly assigning them.
Username Text Required. 150 characters or fewer. Letters, digits and @/./+/-/_ only.
First Name Text TODO
Last Name Text TODO
Email Address Text TODO
Staff Status Yes/No Designates whether the user can log into this admin site.
Active Yes/No Designates whether this user should be treated as active. Unselect this instead of deleting accounts.
Date Joined Date & time 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

Setup Module

setup-users

Users – List View

Module: Setup
Screen Type: List View
URL: /^setup/users/
Model: User
Record Name: User
Plural Name: Users

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
Password Text TODO
Last Login Date & time (optional) TODO
Superuser Status Yes/No Designates that this user has all permissions without explicitly assigning them.
Username Text Required. 150 characters or fewer. Letters, digits and @/./+/-/_ only.
First Name Text TODO
Last Name Text TODO
Email Address Text TODO
Staff Status Yes/No Designates whether the user can log into this admin site.
Active Yes/No Designates whether this user should be treated as active. Unselect this instead of deleting accounts.
Date Joined Date & time 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

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO