# Brisk Documentation # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-account-categories-id-update # Account Category – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/account-categories//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) --- ## Advanced Notes _TODO_ # accounting-account-categories-id # Account Category – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id-update-header # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/accounts//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id-update-standard # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/accounts//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id # Account – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-accounts-id-update # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/bank-accounts//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) --- ## Advanced Notes _TODO_ # accounting-bank-accounts-id # Account – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-information-id # Bank Information – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-bank-information](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-information) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [accounting-bank-information-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-information-id) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-commission-payments-id-update # Commission Payment – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/commission-payments//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) --- ## Advanced Notes _TODO_ # accounting-commission-payments-id # Commission Payment – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts-id-update # Credit Card Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/credit-card-accounts//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts-id # Credit Card Account – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges-id-update # Credit Card Charge – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/credit-card-charges//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges-id # Credit Card Charge – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-credits-id-update # Customer Credit – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/customer-credits//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) --- ## Advanced Notes _TODO_ # accounting-customer-credits-id # Customer Credit – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # accounting-debit-cards-id-update # Debit Card – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/debit-cards//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) --- ## Advanced Notes _TODO_ # accounting-debit-cards-id # Debit Card – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # accounting-deposits-id-update # Deposit – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/deposits//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) --- ## Advanced Notes _TODO_ # accounting-deposits-id # Deposit – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-categories-id-update # Expense Category – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/expense-categories//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) --- ## Advanced Notes _TODO_ # accounting-expense-categories-id # Expense Category – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-records-id-update # Expense Record – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/expense-records//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) --- ## Advanced Notes _TODO_ # accounting-expense-records-id # Expense Record – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # accounting-journal-entries-id-update # Journal Entry – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/journal-entries//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) --- ## Advanced Notes _TODO_ # accounting-journal-entries-id # Journal Entry – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # accounting-mileage-records-id-update # Mileage Record – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/mileage-records//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) --- ## Advanced Notes _TODO_ # accounting-mileage-records-id # Mileage Record – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # accounting-months-id-update # Month – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/months//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) --- ## Advanced Notes _TODO_ # accounting-months-id # Month – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # accounting-payable-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payable-transactions//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # accounting-payment-terms-id-update # Payment Terms – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payment-terms//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) --- ## Advanced Notes _TODO_ # accounting-payment-terms-id # Payment Terms – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-payments-id-update # Payment – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payments//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) --- ## Advanced Notes _TODO_ # accounting-payments-id # Payment – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # accounting-quarters-id-update # Quarter – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/quarters//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) --- ## Advanced Notes _TODO_ # accounting-quarters-id # Quarter – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # accounting-receivable-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/receivable-transactions//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-reconciliations-creditcard-id # Reconciliation – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/reconciliations-creditcard//` **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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-reconciliations-id-review # Reconciliation – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/reconciliations//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) --- ## Advanced Notes _TODO_ # accounting-reconciliations-id # Reconciliation – Update View **Module:** Accounting **Screen Type:** Update 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # accounting-taxes-id-update # Tax – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/taxes//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) --- ## Advanced Notes _TODO_ # accounting-taxes-id # Tax – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/transactions//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions-id # Transaction – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # accounting-vehicles-id-update # Vehicle – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/vehicles//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) --- ## Advanced Notes _TODO_ # accounting-vehicles-id # Vehicle – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices-id-update # Vendor Invoice – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/vendor-invoices//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices-id # Vendor Invoice – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-work-periods-id-deposit # Work Period – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/work-periods//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) --- ## Advanced Notes _TODO_ # accounting-work-periods-id-update # Work Period – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/work-periods//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-work-periods-id # Work Period – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_ # accounting-years-id-update # Year – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/years//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) --- ## Advanced Notes _TODO_ # accounting-years-id # Year – Detail View **Module:** Accounting **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-email-payments](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments) - **Detail View** — [ebizcharge-email-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id) - **Update View** — [ebizcharge-email-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id-update) --- ## Advanced Notes _TODO_ # ebizcharge-email-payments-id-update # Email Payment – Update View **Module:** Ebizcharge **Screen Type:** Update View **URL:** `/^ebizcharge/email-payments//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-email-payments](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments) - **Create View** — [ebizcharge-email-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-create) - **Detail View** — [ebizcharge-email-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id) --- ## Advanced Notes _TODO_ # ebizcharge-email-payments-id # Email Payment – Detail View **Module:** Ebizcharge **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-email-payments](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments) - **Create View** — [ebizcharge-email-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-create) - **Update View** — [ebizcharge-email-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [ebizcharge-email-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-create) - **Detail View** — [ebizcharge-email-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id) - **Update View** — [ebizcharge-email-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-email-payments-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-emv-terminals](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals) - **Detail View** — [ebizcharge-emv-terminals-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id) - **Update View** — [ebizcharge-emv-terminals-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id-update) --- ## Advanced Notes _TODO_ # ebizcharge-emv-terminals-id-update # Emv Terminal – Update View **Module:** Ebizcharge **Screen Type:** Update View **URL:** `/^ebizcharge/emv-terminals//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-emv-terminals](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals) - **Create View** — [ebizcharge-emv-terminals-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-create) - **Detail View** — [ebizcharge-emv-terminals-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id) --- ## Advanced Notes _TODO_ # ebizcharge-emv-terminals-id # Emv Terminal – Detail View **Module:** Ebizcharge **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [ebizcharge-emv-terminals](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals) - **Create View** — [ebizcharge-emv-terminals-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-create) - **Update View** — [ebizcharge-emv-terminals-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [ebizcharge-emv-terminals-create](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-create) - **Detail View** — [ebizcharge-emv-terminals-id](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id) - **Update View** — [ebizcharge-emv-terminals-id-update](https://help.brisksystems.us/books/brisk-documentation/page/ebizcharge-emv-terminals-id-update) --- ## Advanced Notes _TODO_ # Inventory Module # inventory-auto-purchase-records-id # Automatic Purchase Record – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/auto-purchase-records//` **Model:** AutoPurchaseRecord **Record Name:** Automatic Purchase Record **Plural Name:** Automatic Purchase Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-auto-purchase-records](https://help.brisksystems.us/books/brisk-documentation/page/inventory-auto-purchase-records) --- ## Advanced Notes _TODO_ # inventory-auto-purchase-records # Automatic Purchase Records – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/auto-purchase-records/` **Model:** AutoPurchaseRecord **Record Name:** Automatic Purchase Record **Plural Name:** Automatic Purchase Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-auto-purchase-records-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-auto-purchase-records-id) --- ## Advanced Notes _TODO_ # inventory-inventory-adjustments-create # Inventory Adjustment – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/inventory-adjustments/create/` **Model:** InventoryAdjustment **Record Name:** Inventory Adjustment **Plural Name:** Inventory Adjustments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger | | Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. | | Date Created | Date & time (optional) | _TODO_ | | Balancing Account | Relationship (single) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments) - **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id) - **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update) --- ## Advanced Notes _TODO_ # inventory-inventory-adjustments-id-update # Inventory Adjustment – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/inventory-adjustments//update/` **Model:** InventoryAdjustment **Record Name:** Inventory Adjustment **Plural Name:** Inventory Adjustments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger | | Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. | | Date Created | Date & time (optional) | _TODO_ | | Balancing Account | Relationship (single) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments) - **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create) - **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id) --- ## Advanced Notes _TODO_ # inventory-inventory-adjustments-id # Inventory Adjustment – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/inventory-adjustments//` **Model:** InventoryAdjustment **Record Name:** Inventory Adjustment **Plural Name:** Inventory Adjustments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger | | Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. | | Date Created | Date & time (optional) | _TODO_ | | Balancing Account | Relationship (single) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-adjustments](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments) - **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create) - **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update) --- ## Advanced Notes _TODO_ # inventory-inventory-adjustments # Inventory Adjustments – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/inventory-adjustments/` **Model:** InventoryAdjustment **Record Name:** Inventory Adjustment **Plural Name:** Inventory Adjustments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger | | Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. | | Date Created | Date & time (optional) | _TODO_ | | Balancing Account | Relationship (single) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-inventory-adjustments-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-create) - **Detail View** — [inventory-inventory-adjustments-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id) - **Update View** — [inventory-inventory-adjustments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-adjustments-id-update) --- ## Advanced Notes _TODO_ # inventory-inventory-item-id # Inventory Item – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/inventory-item//` **Model:** InventoryItem **Record Name:** Inventory Item **Plural Name:** Items In Inventory --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Averagecost Currency | Text (choice) (optional) | _TODO_ | | Average Cost | Number (decimal) (optional) | _TODO_ | | Quantity | Number (decimal) | _TODO_ | | Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary) - **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg) - **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs) - **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs) --- ## Advanced Notes _TODO_ # inventory-inventory-receipts-create # Inventory Receipt – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/inventory-receipts/create/` **Model:** InventoryReceipt **Record Name:** Inventory Receipt **Plural Name:** Inventory Receipts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Vendor Invoice # | Text (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order | | Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts) - **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id) - **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update) --- ## Advanced Notes _TODO_ # inventory-inventory-receipts-id-update # Inventory Receipt – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/inventory-receipts//update/` **Model:** InventoryReceipt **Record Name:** Inventory Receipt **Plural Name:** Inventory Receipts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Vendor Invoice # | Text (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order | | Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts) - **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create) - **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id) --- ## Advanced Notes _TODO_ # inventory-inventory-receipts-id # Inventory Receipt – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/inventory-receipts//` **Model:** InventoryReceipt **Record Name:** Inventory Receipt **Plural Name:** Inventory Receipts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Vendor Invoice # | Text (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order | | Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-inventory-receipts](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts) - **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create) - **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update) --- ## Advanced Notes _TODO_ # inventory-inventory-receipts # Inventory Receipts – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/inventory-receipts/` **Model:** InventoryReceipt **Record Name:** Inventory Receipt **Plural Name:** Inventory Receipts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Vendor Invoice # | Text (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order | | Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-inventory-receipts-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-create) - **Detail View** — [inventory-inventory-receipts-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id) - **Update View** — [inventory-inventory-receipts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-receipts-id-update) --- ## Advanced Notes _TODO_ # inventory-item-classes-create # Item Class – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/item-classes/create/` **Model:** ItemClass **Record Name:** Item Class **Plural Name:** Item Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Code | Text (optional) | _TODO_ | | Can Be Manufactured | Yes/No (optional) | _TODO_ | | Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) | | Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) | | Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) | | Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes) - **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id) - **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update) --- ## Advanced Notes _TODO_ # inventory-item-classes-id-update # Item Class – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/item-classes//update/` **Model:** ItemClass **Record Name:** Item Class **Plural Name:** Item Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Code | Text (optional) | _TODO_ | | Can Be Manufactured | Yes/No (optional) | _TODO_ | | Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) | | Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) | | Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) | | Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes) - **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create) - **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id) --- ## Advanced Notes _TODO_ # inventory-item-classes-id # Item Class – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/item-classes//` **Model:** ItemClass **Record Name:** Item Class **Plural Name:** Item Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Code | Text (optional) | _TODO_ | | Can Be Manufactured | Yes/No (optional) | _TODO_ | | Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) | | Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) | | Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) | | Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-item-classes](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes) - **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create) - **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update) --- ## Advanced Notes _TODO_ # inventory-item-classes # Item Classes – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/item-classes/` **Model:** ItemClass **Record Name:** Item Class **Plural Name:** Item Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Code | Text (optional) | _TODO_ | | Can Be Manufactured | Yes/No (optional) | _TODO_ | | Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) | | Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) | | Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) | | Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-item-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-create) - **Detail View** — [inventory-item-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id) - **Update View** — [inventory-item-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-item-classes-id-update) --- ## Advanced Notes _TODO_ # inventory-items-create # Item – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/items/create/` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items) - **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid) - **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id) - **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update) - **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid) --- ## Advanced Notes _TODO_ # inventory-items-grid # Items – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/items/grid/` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items) - **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create) - **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id) - **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update) - **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid) --- ## Advanced Notes _TODO_ # inventory-items-id-grid # Item – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/items//grid/` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items) - **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid) - **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create) - **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id) - **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update) --- ## Advanced Notes _TODO_ # inventory-items-id-update # Item – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/items//update/` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items) - **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid) - **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create) - **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id) - **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid) --- ## Advanced Notes _TODO_ # inventory-items-id # Item – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/items//` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items) - **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid) - **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create) - **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update) - **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid) --- ## Advanced Notes _TODO_ # inventory-items # Items – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/items/` **Model:** Item **Record Name:** Item **Plural Name:** Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text (optional) | _TODO_ | | Item Code | Text (optional) | _TODO_ | | Item Type | Text (choice) | _TODO_ | | Item Class | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. | | Salesprice Currency | Text (choice) | _TODO_ | | Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. | | Msrp Currency | Text (choice) (optional) | _TODO_ | | Msrp | Number (decimal) (optional) | _TODO_ | | Replacementcost Currency | Text (choice) | _TODO_ | | Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items | | Barcode | Text | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Location | Relationship (single) (optional) | _TODO_ | | Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. | | Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor | | Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer | | Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management | | Casecost Currency | Text (choice) (optional) | _TODO_ | | Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. | | Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. | | Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering | | Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action | | Asset Account | Relationship (single) | _TODO_ | | Expense Account | Relationship (single) | _TODO_ | | Cogs Account | Relationship (single) | _TODO_ | | Revenue Account | Relationship (single) | _TODO_ | | Default Tax | Relationship (single) | _TODO_ | | Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales | | Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. | | Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. | | Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. | | Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab | | Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-items-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-grid) - **Create View** — [inventory-items-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-create) - **Detail View** — [inventory-items-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id) - **Update View** — [inventory-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-update) - **Update View** — [inventory-items-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-items-id-grid) --- ## Advanced Notes _TODO_ # inventory-locations-create # Location – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/locations/create/` **Model:** Location **Record Name:** Location **Plural Name:** Locations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations) - **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id) - **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update) --- ## Advanced Notes _TODO_ # inventory-locations-id-update # Location – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/locations//update/` **Model:** Location **Record Name:** Location **Plural Name:** Locations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations) - **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create) - **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id) --- ## Advanced Notes _TODO_ # inventory-locations-id # Location – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/locations//` **Model:** Location **Record Name:** Location **Plural Name:** Locations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-locations](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations) - **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create) - **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update) --- ## Advanced Notes _TODO_ # inventory-locations # Locations – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/locations/` **Model:** Location **Record Name:** Location **Plural Name:** Locations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-locations-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-create) - **Detail View** — [inventory-locations-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id) - **Update View** — [inventory-locations-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-locations-id-update) --- ## Advanced Notes _TODO_ # inventory-price-rules-grid # Price Rules – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/price-rules/grid/` **Model:** PriceRule **Record Name:** Price Rule **Plural Name:** Price Rules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer Class | Relationship (single) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. | | Base Currency | Text (choice) (optional) | _TODO_ | | Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. | | Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. | | Value | Number (decimal) | _TODO_ | | Price Currency | Text (choice) (optional) | _TODO_ | | Calculated Price | Number (decimal) (optional) | _TODO_ | | Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-price-rules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id) - **Update View** — [inventory-price-rules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id-grid) --- ## Advanced Notes _TODO_ # inventory-price-rules-id-grid # Price Rule – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/price-rules//grid/` **Model:** PriceRule **Record Name:** Price Rule **Plural Name:** Price Rules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer Class | Relationship (single) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. | | Base Currency | Text (choice) (optional) | _TODO_ | | Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. | | Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. | | Value | Number (decimal) | _TODO_ | | Price Currency | Text (choice) (optional) | _TODO_ | | Calculated Price | Number (decimal) (optional) | _TODO_ | | Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-rules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-grid) - **Detail View** — [inventory-price-rules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id) --- ## Advanced Notes _TODO_ # inventory-price-rules-id # Price Rule – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/price-rules//` **Model:** PriceRule **Record Name:** Price Rule **Plural Name:** Price Rules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer Class | Relationship (single) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. | | Base Currency | Text (choice) (optional) | _TODO_ | | Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. | | Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. | | Value | Number (decimal) | _TODO_ | | Price Currency | Text (choice) (optional) | _TODO_ | | Calculated Price | Number (decimal) (optional) | _TODO_ | | Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-rules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-grid) - **Update View** — [inventory-price-rules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-rules-id-grid) --- ## Advanced Notes _TODO_ # inventory-price-schedules-create # Price Schedule – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/price-schedules/create/` **Model:** PriceSchedule **Record Name:** Price Schedule **Plural Name:** Price Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Date | Date | Records the date that this price schedule begins taking effect | | Ending Date | Date | Records the date that this price schedule stops taking effect | | Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. | | Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to | | Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from | | Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. | | Copied | Yes/No | Acts as a flag to mark the rule copying process as complete | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules) - **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id) - **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update) --- ## Advanced Notes _TODO_ # inventory-price-schedules-grid # Price Schedule Items – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/price-schedules/grid/` **Model:** PriceScheduleItem **Record Name:** Price Schedule Item **Plural Name:** Price Schedule Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Price Schedule | Relationship (single) | _TODO_ | | Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from | | Customer Class | Relationship (single) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. | | Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. | | Base Currency | Text (choice) (optional) | _TODO_ | | Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. | | Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. | | Value | Number (decimal) | _TODO_ | | Price Currency | Text (choice) (optional) | _TODO_ | | Calculated Price | Number (decimal) (optional) | _TODO_ | | Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Update View** — [inventory-price-schedules-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-grid) --- ## Advanced Notes _TODO_ # inventory-price-schedules-id-grid # Price Schedule Item – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/price-schedules//grid/` **Model:** PriceScheduleItem **Record Name:** Price Schedule Item **Plural Name:** Price Schedule Items --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Price Schedule | Relationship (single) | _TODO_ | | Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from | | Customer Class | Relationship (single) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. | | Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. | | Base Currency | Text (choice) (optional) | _TODO_ | | Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. | | Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. | | Value | Number (decimal) | _TODO_ | | Price Currency | Text (choice) (optional) | _TODO_ | | Calculated Price | Number (decimal) (optional) | _TODO_ | | Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-schedules-grid](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-grid) --- ## Advanced Notes _TODO_ # inventory-price-schedules-id-update # Price Schedule – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/price-schedules//update/` **Model:** PriceSchedule **Record Name:** Price Schedule **Plural Name:** Price Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Date | Date | Records the date that this price schedule begins taking effect | | Ending Date | Date | Records the date that this price schedule stops taking effect | | Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. | | Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to | | Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from | | Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. | | Copied | Yes/No | Acts as a flag to mark the rule copying process as complete | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules) - **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create) - **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id) --- ## Advanced Notes _TODO_ # inventory-price-schedules-id # Price Schedule – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/price-schedules//` **Model:** PriceSchedule **Record Name:** Price Schedule **Plural Name:** Price Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Date | Date | Records the date that this price schedule begins taking effect | | Ending Date | Date | Records the date that this price schedule stops taking effect | | Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. | | Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to | | Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from | | Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. | | Copied | Yes/No | Acts as a flag to mark the rule copying process as complete | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-price-schedules](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules) - **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create) - **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update) --- ## Advanced Notes _TODO_ # inventory-price-schedules # Price Schedules – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/price-schedules/` **Model:** PriceSchedule **Record Name:** Price Schedule **Plural Name:** Price Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Date | Date | Records the date that this price schedule begins taking effect | | Ending Date | Date | Records the date that this price schedule stops taking effect | | Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. | | Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to | | Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from | | Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. | | Copied | Yes/No | Acts as a flag to mark the rule copying process as complete | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-price-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-create) - **Detail View** — [inventory-price-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id) - **Update View** — [inventory-price-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-price-schedules-id-update) --- ## Advanced Notes _TODO_ # inventory-purchase-orders-create # Purchase – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/purchase-orders/create/` **Model:** Purchase **Record Name:** Purchase **Plural Name:** Purchase Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Purchase # | Text | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Submitted To Vendor | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Parent | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders) - **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id) - **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update) --- ## Advanced Notes _TODO_ # inventory-purchase-orders-id-update # Purchase – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/purchase-orders//update/` **Model:** Purchase **Record Name:** Purchase **Plural Name:** Purchase Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Purchase # | Text | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Submitted To Vendor | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Parent | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders) - **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create) - **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id) --- ## Advanced Notes _TODO_ # inventory-purchase-orders-id # Purchase – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/purchase-orders//` **Model:** Purchase **Record Name:** Purchase **Plural Name:** Purchase Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Purchase # | Text | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Submitted To Vendor | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Parent | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-purchase-orders](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders) - **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create) - **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update) --- ## Advanced Notes _TODO_ # inventory-purchase-orders # Purchase Orders – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/purchase-orders/` **Model:** Purchase **Record Name:** Purchase **Plural Name:** Purchase Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Purchase # | Text | _TODO_ | | Status | Text (choice) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Submitted To Vendor | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | _TODO_ | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Parent | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-purchase-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-create) - **Detail View** — [inventory-purchase-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id) - **Update View** — [inventory-purchase-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-purchase-orders-id-update) --- ## Advanced Notes _TODO_ # inventory-received-items # Inventory Items Recevied – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/received-items/` **Model:** InventoryReceiptRow **Record Name:** Inventory Item Received **Plural Name:** Inventory Items Recevied --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Receipt Link | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Quantity Received | Number (decimal) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | _TODO_ | | Totalcost Currency | Text (choice) | _TODO_ | | Total Cost | Number (decimal) | _TODO_ | | Description | Text | _TODO_ | | Memo | Long text | _TODO_ | | Date Received | Date & time (optional) | _TODO_ | | Purchase Row | Relationship (single) (optional) | _TODO_ | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # inventory-stock-summary-mfg # Items In Inventory – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/stock-summary-mfg/` **Model:** InventoryItem **Record Name:** Inventory Item **Plural Name:** Items In Inventory --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Averagecost Currency | Text (choice) (optional) | _TODO_ | | Average Cost | Number (decimal) (optional) | _TODO_ | | Quantity | Number (decimal) | _TODO_ | | Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id) - **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary) - **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs) - **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs) --- ## Advanced Notes _TODO_ # inventory-stock-summary # Items In Inventory – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/stock-summary/` **Model:** InventoryItem **Record Name:** Inventory Item **Plural Name:** Items In Inventory --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Warehouse | Relationship (single) (optional) | _TODO_ | | Averagecost Currency | Text (choice) (optional) | _TODO_ | | Average Cost | Number (decimal) (optional) | _TODO_ | | Quantity | Number (decimal) | _TODO_ | | Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id) - **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg) - **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs) - **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs) --- ## Advanced Notes _TODO_ # inventory-units-of-measure-create # Unit Of Measure – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/units-of-measure/create/` **Model:** UnitOfMeasure **Record Name:** Unit Of Measure **Plural Name:** Units Of Measure --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure) - **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id) - **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update) --- ## Advanced Notes _TODO_ # inventory-units-of-measure-id-update # Unit Of Measure – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/units-of-measure//update/` **Model:** UnitOfMeasure **Record Name:** Unit Of Measure **Plural Name:** Units Of Measure --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure) - **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create) - **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id) --- ## Advanced Notes _TODO_ # inventory-units-of-measure-id # Unit Of Measure – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/units-of-measure//` **Model:** UnitOfMeasure **Record Name:** Unit Of Measure **Plural Name:** Units Of Measure --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-units-of-measure](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure) - **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create) - **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update) --- ## Advanced Notes _TODO_ # inventory-units-of-measure # Units Of Measure – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/units-of-measure/` **Model:** UnitOfMeasure **Record Name:** Unit Of Measure **Plural Name:** Units Of Measure --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-units-of-measure-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-create) - **Detail View** — [inventory-units-of-measure-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id) - **Update View** — [inventory-units-of-measure-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-units-of-measure-id-update) --- ## Advanced Notes _TODO_ # inventory-vendor-credit-memos-create # Vendor Credit Memo – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/vendor-credit-memos/create/` **Model:** VendorCreditMemo **Record Name:** Vendor Credit Memo **Plural Name:** Vendor Credit Memos --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. | | Vendor | Relationship (single) (optional) | _TODO_ | | Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. | | Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | A free-text field that can be used to record any notes or additional information | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments | | Adjustments Currency | Text (choice) | _TODO_ | | Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos) - **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id) - **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update) --- ## Advanced Notes _TODO_ # inventory-vendor-credit-memos-id-update # Vendor Credit Memo – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/vendor-credit-memos//update/` **Model:** VendorCreditMemo **Record Name:** Vendor Credit Memo **Plural Name:** Vendor Credit Memos --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. | | Vendor | Relationship (single) (optional) | _TODO_ | | Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. | | Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | A free-text field that can be used to record any notes or additional information | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments | | Adjustments Currency | Text (choice) | _TODO_ | | Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos) - **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create) - **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id) --- ## Advanced Notes _TODO_ # inventory-vendor-credit-memos-id # Vendor Credit Memo – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/vendor-credit-memos//` **Model:** VendorCreditMemo **Record Name:** Vendor Credit Memo **Plural Name:** Vendor Credit Memos --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. | | Vendor | Relationship (single) (optional) | _TODO_ | | Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. | | Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | A free-text field that can be used to record any notes or additional information | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments | | Adjustments Currency | Text (choice) | _TODO_ | | Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-vendor-credit-memos](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos) - **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create) - **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update) --- ## Advanced Notes _TODO_ # inventory-vendor-credit-memos # Vendor Credit Memos – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/vendor-credit-memos/` **Model:** VendorCreditMemo **Record Name:** Vendor Credit Memo **Plural Name:** Vendor Credit Memos --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. | | Vendor | Relationship (single) (optional) | _TODO_ | | Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. | | Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | A free-text field that can be used to record any notes or additional information | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments | | Adjustments Currency | Text (choice) | _TODO_ | | Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | The total dollar amount for this inventory receipt | | Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-vendor-credit-memos-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-create) - **Detail View** — [inventory-vendor-credit-memos-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id) - **Update View** — [inventory-vendor-credit-memos-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-vendor-credit-memos-id-update) --- ## Advanced Notes _TODO_ # inventory-warehouses-create # Warehouse – Create View **Module:** Inventory **Screen Type:** Create View **URL:** `/^inventory/warehouses/create/` **Model:** Warehouse **Record Name:** Warehouse **Plural Name:** Warehouses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Write-Off Account | Relationship (single) (optional) | _TODO_ | | On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses) - **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id) - **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update) --- ## Advanced Notes _TODO_ # inventory-warehouses-id-update # Warehouse – Update View **Module:** Inventory **Screen Type:** Update View **URL:** `/^inventory/warehouses//update/` **Model:** Warehouse **Record Name:** Warehouse **Plural Name:** Warehouses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Write-Off Account | Relationship (single) (optional) | _TODO_ | | On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses) - **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create) - **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id) --- ## Advanced Notes _TODO_ # inventory-warehouses-id # Warehouse – Detail View **Module:** Inventory **Screen Type:** Detail View **URL:** `/^inventory/warehouses//` **Model:** Warehouse **Record Name:** Warehouse **Plural Name:** Warehouses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Write-Off Account | Relationship (single) (optional) | _TODO_ | | On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [inventory-warehouses](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses) - **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create) - **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update) --- ## Advanced Notes _TODO_ # inventory-warehouses # Warehouses – List View **Module:** Inventory **Screen Type:** List View **URL:** `/^inventory/warehouses/` **Model:** Warehouse **Record Name:** Warehouse **Plural Name:** Warehouses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Write-Off Account | Relationship (single) (optional) | _TODO_ | | On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [inventory-warehouses-create](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-create) - **Detail View** — [inventory-warehouses-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id) - **Update View** — [inventory-warehouses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/inventory-warehouses-id-update) --- ## Advanced Notes _TODO_ # Management Module # management-custom-fields-create # Extra Field – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/custom-fields/create/` **Model:** ExtraField **Record Name:** Extra Field **Plural Name:** Extra Fields --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Content Type | Relationship (single) | _TODO_ | | Field Group | Text | _TODO_ | | Order | Number (integer) | _TODO_ | | Display Name | Text | _TODO_ | | Name | Slug | _TODO_ | | Field Settings | JSON | _TODO_ | | Widget | Text (choice) | _TODO_ | | Default | Text | _TODO_ | | Show In List View? | Yes/No | _TODO_ | | Should Field Be Required? | Yes/No | _TODO_ | | Help Text | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Update View** — [management-custom-fields-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-id-update) --- ## Advanced Notes _TODO_ # management-custom-fields-id-update # Extra Field – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/custom-fields//update/` **Model:** ExtraField **Record Name:** Extra Field **Plural Name:** Extra Fields --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Content Type | Relationship (single) | _TODO_ | | Field Group | Text | _TODO_ | | Order | Number (integer) | _TODO_ | | Display Name | Text | _TODO_ | | Name | Slug | _TODO_ | | Field Settings | JSON | _TODO_ | | Widget | Text (choice) | _TODO_ | | Default | Text | _TODO_ | | Show In List View? | Yes/No | _TODO_ | | Should Field Be Required? | Yes/No | _TODO_ | | Help Text | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-custom-fields-create](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-create) --- ## Advanced Notes _TODO_ # management-custom-fields-id # Custom Field – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/custom-fields//` **Model:** CustomField **Record Name:** Custom Field **Plural Name:** Custom Fields --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-custom-fields](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields) --- ## Advanced Notes _TODO_ # management-custom-fields # Custom Fields – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/custom-fields/` **Model:** CustomField **Record Name:** Custom Field **Plural Name:** Custom Fields --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [management-custom-fields-id](https://help.brisksystems.us/books/brisk-documentation/page/management-custom-fields-id) --- ## Advanced Notes _TODO_ # management-customer-classes-create # Customer Class – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/customer-classes/create/` **Model:** CustomerClass **Record Name:** Customer Class **Plural Name:** Customer Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. | | Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-classes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes) - **Detail View** — [management-customer-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id) - **Update View** — [management-customer-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id-update) --- ## Advanced Notes _TODO_ # management-customer-classes-id-update # Customer Class – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/customer-classes//update/` **Model:** CustomerClass **Record Name:** Customer Class **Plural Name:** Customer Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. | | Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-classes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes) - **Create View** — [management-customer-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-create) - **Detail View** — [management-customer-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id) --- ## Advanced Notes _TODO_ # management-customer-classes-id # Customer Class – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/customer-classes//` **Model:** CustomerClass **Record Name:** Customer Class **Plural Name:** Customer Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. | | Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-classes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes) - **Create View** — [management-customer-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-create) - **Update View** — [management-customer-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id-update) --- ## Advanced Notes _TODO_ # management-customer-classes # Customer Classes – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/customer-classes/` **Model:** CustomerClass **Record Name:** Customer Class **Plural Name:** Customer Classes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Fallback | Yes/No | If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback. | | Default Markup % | Number (integer) (optional) | If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-customer-classes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-create) - **Detail View** — [management-customer-classes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id) - **Update View** — [management-customer-classes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-classes-id-update) --- ## Advanced Notes _TODO_ # management-customer-tax-codes-create # Customer Tax Code – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/customer-tax-codes/create/` **Model:** CustomerTaxCode **Record Name:** Customer Tax Code **Plural Name:** Customer Tax Codes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes) - **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id) - **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update) --- ## Advanced Notes _TODO_ # management-customer-tax-codes-id-update # Customer Tax Code – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/customer-tax-codes//update/` **Model:** CustomerTaxCode **Record Name:** Customer Tax Code **Plural Name:** Customer Tax Codes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes) - **Create View** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create) - **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id) --- ## Advanced Notes _TODO_ # management-customer-tax-codes-id # Customer Tax Code – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/customer-tax-codes//` **Model:** CustomerTaxCode **Record Name:** Customer Tax Code **Plural Name:** Customer Tax Codes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customer-tax-codes](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes) - **Create View** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create) - **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update) --- ## Advanced Notes _TODO_ # management-customer-tax-codes # Customer Tax Codes – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/customer-tax-codes/` **Model:** CustomerTaxCode **Record Name:** Customer Tax Code **Plural Name:** Customer Tax Codes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-customer-tax-codes-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-create) - **Detail View** — [management-customer-tax-codes-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id) - **Update View** — [management-customer-tax-codes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customer-tax-codes-id-update) --- ## Advanced Notes _TODO_ # management-customers-create # Customer – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/customers/create/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # management-customers-id-update # Customer – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/customers//update/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # management-customers-id # Customer – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/customers//` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # management-customers # Customers – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/customers/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # management-discount-schedules-create # Discount Schedule – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/discount-schedules/create/` **Model:** DiscountSchedule **Record Name:** Discount Schedule **Plural Name:** Discount Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Method | Text (choice) | _TODO_ | | Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-discount-schedules](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules) - **Detail View** — [management-discount-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id) - **Update View** — [management-discount-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id-update) --- ## Advanced Notes _TODO_ # management-discount-schedules-id-update # Discount Schedule – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/discount-schedules//update/` **Model:** DiscountSchedule **Record Name:** Discount Schedule **Plural Name:** Discount Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Method | Text (choice) | _TODO_ | | Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-discount-schedules](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules) - **Create View** — [management-discount-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-create) - **Detail View** — [management-discount-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id) --- ## Advanced Notes _TODO_ # management-discount-schedules-id # Discount Schedule – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/discount-schedules//` **Model:** DiscountSchedule **Record Name:** Discount Schedule **Plural Name:** Discount Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Method | Text (choice) | _TODO_ | | Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-discount-schedules](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules) - **Create View** — [management-discount-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-create) - **Update View** — [management-discount-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id-update) --- ## Advanced Notes _TODO_ # management-discount-schedules # Discount Schedules – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/discount-schedules/` **Model:** DiscountSchedule **Record Name:** Discount Schedule **Plural Name:** Discount Schedules --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Method | Text (choice) | _TODO_ | | Unit Of Measure | Relationship (single) (optional) | If the method is set to weight, sets the unit of measure on the discount rules | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-discount-schedules-create](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-create) - **Detail View** — [management-discount-schedules-id](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id) - **Update View** — [management-discount-schedules-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-discount-schedules-id-update) --- ## Advanced Notes _TODO_ # management-employees-create # Employee – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/employees/create/` **Model:** Employee **Record Name:** Employee **Plural Name:** Employees --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | User | Relationship (one-to-one) (optional) | _TODO_ | | Job Title | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees) - **Detail View** — [management-employees-id](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id) - **Update View** — [management-employees-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id-update) --- ## Advanced Notes _TODO_ # management-employees-id-update # Employee – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/employees//update/` **Model:** Employee **Record Name:** Employee **Plural Name:** Employees --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | User | Relationship (one-to-one) (optional) | _TODO_ | | Job Title | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees) - **Create View** — [management-employees-create](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-create) - **Detail View** — [management-employees-id](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id) --- ## Advanced Notes _TODO_ # management-employees-id # Employee – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/employees//` **Model:** Employee **Record Name:** Employee **Plural Name:** Employees --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | User | Relationship (one-to-one) (optional) | _TODO_ | | Job Title | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-employees](https://help.brisksystems.us/books/brisk-documentation/page/management-employees) - **Create View** — [management-employees-create](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-create) - **Update View** — [management-employees-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id-update) --- ## Advanced Notes _TODO_ # management-employees # Employees – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/employees/` **Model:** Employee **Record Name:** Employee **Plural Name:** Employees --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | User | Relationship (one-to-one) (optional) | _TODO_ | | Job Title | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-employees-create](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-create) - **Detail View** — [management-employees-id](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id) - **Update View** — [management-employees-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-employees-id-update) --- ## Advanced Notes _TODO_ # management-freight-zones-create # Freight Zone – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/freight-zones/create/` **Model:** FreightZone **Record Name:** Freight Zone **Plural Name:** Freight Zones --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Rate Currency | Text (choice) | _TODO_ | | Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones) - **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id) - **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update) --- ## Advanced Notes _TODO_ # management-freight-zones-id-update # Freight Zone – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/freight-zones//update/` **Model:** FreightZone **Record Name:** Freight Zone **Plural Name:** Freight Zones --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Rate Currency | Text (choice) | _TODO_ | | Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones) - **Create View** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create) - **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id) --- ## Advanced Notes _TODO_ # management-freight-zones-id # Freight Zone – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/freight-zones//` **Model:** FreightZone **Record Name:** Freight Zone **Plural Name:** Freight Zones --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Rate Currency | Text (choice) | _TODO_ | | Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-freight-zones](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones) - **Create View** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create) - **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update) --- ## Advanced Notes _TODO_ # management-freight-zones # Freight Zones – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/freight-zones/` **Model:** FreightZone **Record Name:** Freight Zone **Plural Name:** Freight Zones --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Rate Currency | Text (choice) | _TODO_ | | Rate | Number (decimal) | Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-freight-zones-create](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-create) - **Detail View** — [management-freight-zones-id](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id) - **Update View** — [management-freight-zones-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-freight-zones-id-update) --- ## Advanced Notes _TODO_ # management-fulfillment-methods-create # Fulfillment Method – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/fulfillment-methods/create/` **Model:** FulfillmentMethod **Record Name:** Fulfillment Method **Plural Name:** Fulfillment Methods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Tracking Url | Long text (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods) - **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id) - **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update) --- ## Advanced Notes _TODO_ # management-fulfillment-methods-id-update # Fulfillment Method – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/fulfillment-methods//update/` **Model:** FulfillmentMethod **Record Name:** Fulfillment Method **Plural Name:** Fulfillment Methods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Tracking Url | Long text (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods) - **Create View** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create) - **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id) --- ## Advanced Notes _TODO_ # management-fulfillment-methods-id # Fulfillment Method – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/fulfillment-methods//` **Model:** FulfillmentMethod **Record Name:** Fulfillment Method **Plural Name:** Fulfillment Methods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Tracking Url | Long text (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-fulfillment-methods](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods) - **Create View** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create) - **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update) --- ## Advanced Notes _TODO_ # management-fulfillment-methods # Fulfillment Methods – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/fulfillment-methods/` **Model:** FulfillmentMethod **Record Name:** Fulfillment Method **Plural Name:** Fulfillment Methods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | | Tracking Url | Long text (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-fulfillment-methods-create](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-create) - **Detail View** — [management-fulfillment-methods-id](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id) - **Update View** — [management-fulfillment-methods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-fulfillment-methods-id-update) --- ## Advanced Notes _TODO_ # management-nav-cards-create # Nav Card – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/nav-cards/create/` **Model:** NavCard **Record Name:** Nav Card **Plural Name:** Nav Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Title | Text | The title used for the card | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards) - **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id) - **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update) --- ## Advanced Notes _TODO_ # management-nav-cards-id-update # Nav Card – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/nav-cards//update/` **Model:** NavCard **Record Name:** Nav Card **Plural Name:** Nav Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Title | Text | The title used for the card | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards) - **Create View** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create) - **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id) --- ## Advanced Notes _TODO_ # management-nav-cards-id # Nav Card – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/nav-cards//` **Model:** NavCard **Record Name:** Nav Card **Plural Name:** Nav Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Title | Text | The title used for the card | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-cards](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards) - **Create View** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create) - **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update) --- ## Advanced Notes _TODO_ # management-nav-cards # Nav Cards – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/nav-cards/` **Model:** NavCard **Record Name:** Nav Card **Plural Name:** Nav Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Title | Text | The title used for the card | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-nav-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-create) - **Detail View** — [management-nav-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id) - **Update View** — [management-nav-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-cards-id-update) --- ## Advanced Notes _TODO_ # management-nav-links-create # Nav Link – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/nav-links/create/` **Model:** NavLink **Record Name:** Nav Link **Plural Name:** Nav Links --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Url | Text | The last section of the URL | | Title | Text | The title used for the hyperlink | | Description | Text | The text displayed next to the link | | App | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links) - **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id) - **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update) --- ## Advanced Notes _TODO_ # management-nav-links-id-update # Nav Link – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/nav-links//update/` **Model:** NavLink **Record Name:** Nav Link **Plural Name:** Nav Links --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Url | Text | The last section of the URL | | Title | Text | The title used for the hyperlink | | Description | Text | The text displayed next to the link | | App | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links) - **Create View** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create) - **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id) --- ## Advanced Notes _TODO_ # management-nav-links-id # Nav Link – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/nav-links//` **Model:** NavLink **Record Name:** Nav Link **Plural Name:** Nav Links --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Url | Text | The last section of the URL | | Title | Text | The title used for the hyperlink | | Description | Text | The text displayed next to the link | | App | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-nav-links](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links) - **Create View** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create) - **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update) --- ## Advanced Notes _TODO_ # management-nav-links # Nav Links – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/nav-links/` **Model:** NavLink **Record Name:** Nav Link **Plural Name:** Nav Links --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Url | Text | The last section of the URL | | Title | Text | The title used for the hyperlink | | Description | Text | The text displayed next to the link | | App | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-nav-links-create](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-create) - **Detail View** — [management-nav-links-id](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id) - **Update View** — [management-nav-links-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-nav-links-id-update) --- ## Advanced Notes _TODO_ # management-pos-customer-list # Customers – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/pos-customer-list/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # management-salespeople-create # Salesperson – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/salespeople/create/` **Model:** Salesperson **Record Name:** Salesperson **Plural Name:** Salespeople --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record | | Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission | | Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson | | Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-salespeople](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople) - **Detail View** — [management-salespeople-id](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id) - **Update View** — [management-salespeople-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id-update) --- ## Advanced Notes _TODO_ # management-salespeople-id-update # Salesperson – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/salespeople//update/` **Model:** Salesperson **Record Name:** Salesperson **Plural Name:** Salespeople --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record | | Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission | | Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson | | Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-salespeople](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople) - **Create View** — [management-salespeople-create](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-create) - **Detail View** — [management-salespeople-id](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id) --- ## Advanced Notes _TODO_ # management-salespeople-id # Salesperson – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/salespeople//` **Model:** Salesperson **Record Name:** Salesperson **Plural Name:** Salespeople --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record | | Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission | | Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson | | Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-salespeople](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople) - **Create View** — [management-salespeople-create](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-create) - **Update View** — [management-salespeople-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id-update) --- ## Advanced Notes _TODO_ # management-salespeople # Salespeople – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/salespeople/` **Model:** Salesperson **Record Name:** Salesperson **Plural Name:** Salespeople --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Employee | Relationship (one-to-one) (optional) | Link this salesperson to an employee record | | Enable Commission | Yes/No | Disabling this option will stop this salesperson from earning any commission | | Payable Account | Relationship (single) (optional) | Sets the GL account to which this commission payable transactions post for this salesperson | | Expense Account | Relationship (single) (optional) | Sets the GL account to which this commission expense transactions post for this salesperson | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-salespeople-create](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-create) - **Detail View** — [management-salespeople-id](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id) - **Update View** — [management-salespeople-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-salespeople-id-update) --- ## Advanced Notes _TODO_ # management-vendors-create # Vendor – Create View **Module:** Management **Screen Type:** Create View **URL:** `/^management/vendors/create/` **Model:** Vendor **Record Name:** Vendor **Plural Name:** Vendors --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. | | Vendor Name | Text | Enter the name of the company or individual that will identify this vendor | | Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Account Number | Text (optional) | List your business account number with this vendor | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor | | Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo | | 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not | | Fein | Text (optional) | Store the Federal Employer Identification Number here | | Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-vendors](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors) - **Detail View** — [management-vendors-id](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id) - **Update View** — [management-vendors-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id-update) --- ## Advanced Notes _TODO_ # management-vendors-id-update # Vendor – Update View **Module:** Management **Screen Type:** Update View **URL:** `/^management/vendors//update/` **Model:** Vendor **Record Name:** Vendor **Plural Name:** Vendors --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. | | Vendor Name | Text | Enter the name of the company or individual that will identify this vendor | | Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Account Number | Text (optional) | List your business account number with this vendor | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor | | Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo | | 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not | | Fein | Text (optional) | Store the Federal Employer Identification Number here | | Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-vendors](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors) - **Create View** — [management-vendors-create](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-create) - **Detail View** — [management-vendors-id](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id) --- ## Advanced Notes _TODO_ # management-vendors-id # Vendor – Detail View **Module:** Management **Screen Type:** Detail View **URL:** `/^management/vendors//` **Model:** Vendor **Record Name:** Vendor **Plural Name:** Vendors --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. | | Vendor Name | Text | Enter the name of the company or individual that will identify this vendor | | Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Account Number | Text (optional) | List your business account number with this vendor | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor | | Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo | | 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not | | Fein | Text (optional) | Store the Federal Employer Identification Number here | | Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-vendors](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors) - **Create View** — [management-vendors-create](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-create) - **Update View** — [management-vendors-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id-update) --- ## Advanced Notes _TODO_ # management-vendors # Vendors – List View **Module:** Management **Screen Type:** List View **URL:** `/^management/vendors/` **Model:** Vendor **Record Name:** Vendor **Plural Name:** Vendors --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor # | Text (optional) | A vendor's unique ID number. Leave this field blank for the system to generate one automatically. | | Vendor Name | Text | Enter the name of the company or individual that will identify this vendor | | Check Payee | Text (optional) | If different from the Vendor Name, enter the name as it appears on checks here | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Primary Phone | Text | _TODO_ | | Secondary Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Account Number | Text (optional) | List your business account number with this vendor | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Payable Account | Relationship (single) | Designates the account that will track any accounts payable transactions for this vendor | | Charges/Fees Account | Relationship (single) | Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo | | 1099 | Yes/No | Determines whether to issue 1099s to this vendor or not | | Fein | Text (optional) | Store the Federal Employer Identification Number here | | Grain Dealer | Yes/No | Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [management-vendors-create](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-create) - **Detail View** — [management-vendors-id](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id) - **Update View** — [management-vendors-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-vendors-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-blueprint-types](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types) - **Detail View** — [manufacturing-blueprint-types-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id) - **Update View** — [manufacturing-blueprint-types-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id-update) --- ## Advanced Notes _TODO_ # manufacturing-blueprint-types-id-update # Blueprint Type – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/blueprint-types//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-blueprint-types](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types) - **Create View** — [manufacturing-blueprint-types-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-create) - **Detail View** — [manufacturing-blueprint-types-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id) --- ## Advanced Notes _TODO_ # manufacturing-blueprint-types-id # Blueprint Type – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-blueprint-types](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types) - **Create View** — [manufacturing-blueprint-types-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-create) - **Update View** — [manufacturing-blueprint-types-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-blueprint-types-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-create) - **Detail View** — [manufacturing-blueprint-types-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id) - **Update View** — [manufacturing-blueprint-types-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-blueprint-types-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-carriers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers) - **Detail View** — [manufacturing-carriers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id) - **Update View** — [manufacturing-carriers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id-update) --- ## Advanced Notes _TODO_ # manufacturing-carriers-id-update # Carrier – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/carriers//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-carriers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers) - **Create View** — [manufacturing-carriers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-create) - **Detail View** — [manufacturing-carriers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id) --- ## Advanced Notes _TODO_ # manufacturing-carriers-id # Carrier – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-carriers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers) - **Create View** — [manufacturing-carriers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-create) - **Update View** — [manufacturing-carriers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-carriers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-create) - **Detail View** — [manufacturing-carriers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id) - **Update View** — [manufacturing-carriers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-carriers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-items](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items) - **Detail View** — [manufacturing-commodity-items-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id) - **Update View** — [manufacturing-commodity-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id-update) --- ## Advanced Notes _TODO_ # manufacturing-commodity-items-id-update # Commodity Item – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/commodity-items//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-items](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items) - **Create View** — [manufacturing-commodity-items-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-create) - **Detail View** — [manufacturing-commodity-items-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id) --- ## Advanced Notes _TODO_ # manufacturing-commodity-items-id # Commodity Item – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-items](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items) - **Create View** — [manufacturing-commodity-items-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-create) - **Update View** — [manufacturing-commodity-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-commodity-items-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-create) - **Detail View** — [manufacturing-commodity-items-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id) - **Update View** — [manufacturing-commodity-items-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-items-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-sales](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales) - **Detail View** — [manufacturing-commodity-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id) - **Update View** — [manufacturing-commodity-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id-update) --- ## Advanced Notes _TODO_ # manufacturing-commodity-sales-id-update # Commodity Sale – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/commodity-sales//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-sales](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales) - **Create View** — [manufacturing-commodity-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-create) - **Detail View** — [manufacturing-commodity-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id) --- ## Advanced Notes _TODO_ # manufacturing-commodity-sales-id # Commodity Sale – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-commodity-sales](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales) - **Create View** — [manufacturing-commodity-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-create) - **Update View** — [manufacturing-commodity-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-commodity-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-create) - **Detail View** — [manufacturing-commodity-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id) - **Update View** — [manufacturing-commodity-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-commodity-sales-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-orders](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders) - **Create View** — [manufacturing-manufacturing-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-create) - **Detail View** — [manufacturing-manufacturing-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id) - **Update View** — [manufacturing-manufacturing-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id) - **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary) - **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg) - **List View** — [manufacturing-inventory-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-inventory-needs) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [inventory-inventory-item-id](https://help.brisksystems.us/books/brisk-documentation/page/inventory-inventory-item-id) - **List View** — [inventory-stock-summary](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary) - **List View** — [inventory-stock-summary-mfg](https://help.brisksystems.us/books/brisk-documentation/page/inventory-stock-summary-mfg) - **List View** — [manufacturing-ingredient-needs](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-ingredient-needs) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-item-assemblies](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies) - **Detail View** — [manufacturing-item-assemblies-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id) - **Update View** — [manufacturing-item-assemblies-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id-update) --- ## Advanced Notes _TODO_ # manufacturing-item-assemblies-id-update # Item Assembly – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/item-assemblies//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-item-assemblies](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies) - **Create View** — [manufacturing-item-assemblies-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-create) - **Detail View** — [manufacturing-item-assemblies-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id) --- ## Advanced Notes _TODO_ # manufacturing-item-assemblies-id # Item Assembly – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-item-assemblies](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies) - **Create View** — [manufacturing-item-assemblies-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-create) - **Update View** — [manufacturing-item-assemblies-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-item-assemblies-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-create) - **Detail View** — [manufacturing-item-assemblies-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id) - **Update View** — [manufacturing-item-assemblies-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-item-assemblies-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances) - **Detail View** — [manufacturing-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id) - **Update View** — [manufacturing-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-instances-id-update # Manufacturing Instance – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/manufacturing-instances//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances) - **Create View** — [manufacturing-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-create) - **Detail View** — [manufacturing-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-instances-id # Manufacturing Instance – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances) - **Create View** — [manufacturing-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-create) - **Update View** — [manufacturing-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-create) - **Detail View** — [manufacturing-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id) - **Update View** — [manufacturing-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-orders](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders) - **Detail View** — [manufacturing-manufacturing-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id) - **Update View** — [manufacturing-manufacturing-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id-update) - **List View** — [manufacturing-dispatch-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-dispatch-schedule) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-orders-id-update # Manufacturing Order – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/manufacturing-orders//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-orders](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders) - **Create View** — [manufacturing-manufacturing-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-create) - **Detail View** — [manufacturing-manufacturing-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id) - **List View** — [manufacturing-dispatch-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-dispatch-schedule) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-orders-id # Manufacturing Order – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-orders](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders) - **Create View** — [manufacturing-manufacturing-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-create) - **Update View** — [manufacturing-manufacturing-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id-update) - **List View** — [manufacturing-dispatch-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-dispatch-schedule) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-manufacturing-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-create) - **Detail View** — [manufacturing-manufacturing-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id) - **Update View** — [manufacturing-manufacturing-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-orders-id-update) - **List View** — [manufacturing-dispatch-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-dispatch-schedule) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-reports](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports) - **Detail View** — [manufacturing-manufacturing-reports-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id) - **Update View** — [manufacturing-manufacturing-reports-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id-update) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-reports-id-update # Manufacturing Report – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/manufacturing-reports//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-reports](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports) - **Create View** — [manufacturing-manufacturing-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-create) - **Detail View** — [manufacturing-manufacturing-reports-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id) --- ## Advanced Notes _TODO_ # manufacturing-manufacturing-reports-id # Manufacturing Report – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-manufacturing-reports](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports) - **Create View** — [manufacturing-manufacturing-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-create) - **Update View** — [manufacturing-manufacturing-reports-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-manufacturing-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-create) - **Detail View** — [manufacturing-manufacturing-reports-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id) - **Update View** — [manufacturing-manufacturing-reports-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-manufacturing-reports-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-mixers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers) - **Detail View** — [manufacturing-mixers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id) - **Update View** — [manufacturing-mixers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id-update) --- ## Advanced Notes _TODO_ # manufacturing-mixers-id-update # Mixer – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/mixers//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-mixers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers) - **Create View** — [manufacturing-mixers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-create) - **Detail View** — [manufacturing-mixers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id) --- ## Advanced Notes _TODO_ # manufacturing-mixers-id # Mixer – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-mixers](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers) - **Create View** — [manufacturing-mixers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-create) - **Update View** — [manufacturing-mixers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [manufacturing-mixers-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-create) - **Detail View** — [manufacturing-mixers-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id) - **Update View** — [manufacturing-mixers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-mixers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-scheduled-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances) - **Create View** — [manufacturing-scheduled-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-create) - **Detail View** — [manufacturing-scheduled-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id) - **Update View** — [manufacturing-scheduled-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-scheduled-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances) - **List View** — [manufacturing-production-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-production-schedule) - **Detail View** — [manufacturing-scheduled-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id) - **Update View** — [manufacturing-scheduled-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # manufacturing-scheduled-manufacturing-instances-id-update # Scheduled Manufacturing Instance – Update View **Module:** Manufacturing **Screen Type:** Update View **URL:** `/^manufacturing/scheduled-manufacturing-instances//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-scheduled-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances) - **List View** — [manufacturing-production-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-production-schedule) - **Create View** — [manufacturing-scheduled-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-create) - **Detail View** — [manufacturing-scheduled-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id) --- ## Advanced Notes _TODO_ # manufacturing-scheduled-manufacturing-instances-id # Scheduled Manufacturing Instance – Detail View **Module:** Manufacturing **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-scheduled-manufacturing-instances](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances) - **List View** — [manufacturing-production-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-production-schedule) - **Create View** — [manufacturing-scheduled-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-create) - **Update View** — [manufacturing-scheduled-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [manufacturing-production-schedule](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-production-schedule) - **Create View** — [manufacturing-scheduled-manufacturing-instances-create](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-create) - **Detail View** — [manufacturing-scheduled-manufacturing-instances-id](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id) - **Update View** — [manufacturing-scheduled-manufacturing-instances-id-update](https://help.brisksystems.us/books/brisk-documentation/page/manufacturing-scheduled-manufacturing-instances-id-update) --- ## Advanced Notes _TODO_ # Reports Module # reports-advanced-report-id-data # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-id-update # Advanced Report – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/advanced-report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) --- ## Advanced Notes _TODO_ # reports-advanced-report-id # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report//` **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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-uuid-id-data # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-uuid-id # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## Advanced Notes _TODO_ # reports-email-templates-id-update # Email Template – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/email-templates//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) --- ## Advanced Notes _TODO_ # reports-email-templates-id # Email Template – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## Advanced Notes _TODO_ # reports-pdf-renderers-id-update # Pdf Renderer – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/pdf-renderers//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) --- ## Advanced Notes _TODO_ # reports-pdf-renderers-id # Pdf Renderer – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## Advanced Notes _TODO_ # reports-receipt-templates-id-update # Receipt Template – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/receipt-templates//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) --- ## Advanced Notes _TODO_ # reports-receipt-templates-id # Receipt Template – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## Advanced Notes _TODO_ # reports-report-id-data # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-id-update # Report – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) --- ## Advanced Notes _TODO_ # reports-report-id # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report//` **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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-uuid-id-data # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-uuid-id # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # Sales Module # sales-ajax-sale # Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/ajax-sale/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) --- ## Advanced Notes _TODO_ # sales-cash-drawers-create # Cash Drawer – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/cash-drawers/create/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-cash-drawers-id-update # Cash Drawer – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/cash-drawers//update/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Create View** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) --- ## Advanced Notes _TODO_ # sales-cash-drawers-id # Cash Drawer – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/cash-drawers//` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-cash-drawers](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers) - **Create View** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-cash-drawers # Cash Drawers – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/cash-drawers/` **Model:** CashDrawer **Record Name:** Cash Drawer **Plural Name:** Cash Drawers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Description | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-cash-drawers-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-create) - **Detail View** — [sales-cash-drawers-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id) - **Update View** — [sales-cash-drawers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-cash-drawers-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods-create # Discount Period – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/discount-periods/create/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods-id-update # Discount Period – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/discount-periods//update/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Create View** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) --- ## Advanced Notes _TODO_ # sales-discount-periods-id # Discount Period – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/discount-periods//` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-discount-periods](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods) - **Create View** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-discount-periods # Discount Periods – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/discount-periods/` **Model:** DiscountPeriod **Record Name:** Discount Period **Plural Name:** Discount Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Description | Text | Give a memo or reason for this discount | | Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion | | Begin Date | Date | Set the beginning of the discount period | | End Date | Date | Set the ending of the discount period | | Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-discount-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-create) - **Detail View** — [sales-discount-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id) - **Update View** — [sales-discount-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-discount-periods-id-update) --- ## Advanced Notes _TODO_ # sales-itemrows # Item Rows – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/itemrows/` **Model:** ItemRow **Record Name:** Item Row **Plural Name:** Item Rows --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Item | Relationship (single) (optional) | _TODO_ | | Quantity | Number (decimal) | _TODO_ | | Uom | Relationship (single) (optional) | _TODO_ | | Cost Currency | Text (choice) | _TODO_ | | Cost | Number (decimal) | _TODO_ | | Price Currency | Text (choice) | _TODO_ | | Price | Number (decimal) | _TODO_ | | Totalprice Currency | Text (choice) | _TODO_ | | Total Price | Number (decimal) | _TODO_ | | Description | Long text | Enter the item description here | | Tax Category | Relationship (single) | _TODO_ | | Taxamount Currency | Text (choice) (optional) | _TODO_ | | Tax Amount | Number (decimal) (optional) | _TODO_ | | Sale Link | Relationship (single) (optional) | _TODO_ | | Consumed | Yes/No | _TODO_ | | Contract # | Relationship (single) (optional) | Records the item contract associated with this line item | | Manufacturing Instance | Relationship (single) (optional) | Links this line item to the manufacturing instance that created it, if applicable | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-payouts-create # Payout – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/payouts/create/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-payouts-id-update # Payout – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/payouts//update/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) --- ## Advanced Notes _TODO_ # sales-payouts-id # Payout – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/payouts//` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-payouts](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts) - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-payouts # Payouts – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/payouts/` **Model:** Payout **Record Name:** Payout **Plural Name:** Payouts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Employee | Relationship (single) | The employee that performed this payout | | Memo | Long text | Reason/information as to why this money was taken from the register | | Processed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-payouts-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-create) - **Detail View** — [sales-payouts-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id) - **Update View** — [sales-payouts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-payouts-id-update) --- ## Advanced Notes _TODO_ # sales-pos-sale-list # Sales – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/pos-sale-list/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-quotes-convert # Quoted Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/quotes/convert/` **Model:** QuotedSale **Record Name:** Quoted Sale **Plural Name:** Quoted Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | | Sale Ptr | Relationship (one-to-one) | _TODO_ | | Quote | Relationship (single) | Connects this Invoice to its source Quote | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-quotes-create # Quote – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/quotes/create/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-quotes-id-update # Quote – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/quotes//update/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) --- ## Advanced Notes _TODO_ # sales-quotes-id # Quote – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/quotes//` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-quotes](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes) - **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-quotes # Quotes – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/quotes/` **Model:** Quote **Record Name:** Quote **Plural Name:** Quotes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches | | Customer | Relationship (single) | The customer that will be receiving this quote | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced | | Status | Text (choice) | _TODO_ | | Memo | Long text | An optional field to record notes and other information about this quote | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Converted | Yes/No | Marks this quote as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create) - **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id) - **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update) --- ## Advanced Notes _TODO_ # sales-returns-create # Return – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/returns/create/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-returns-id-update # Return – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/returns//update/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) --- ## Advanced Notes _TODO_ # sales-returns-id # Return – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/returns//` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-returns](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns) - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-returns # Returns – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/returns/` **Model:** Return **Record Name:** Return **Plural Name:** Returns --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time | _TODO_ | | Moneyback Currency | Text (choice) | _TODO_ | | Balance To Refund | Number (decimal) | _TODO_ | | Taxback Currency | Text (choice) | _TODO_ | | Tax To Refund | Number (decimal) | _TODO_ | | Restockfee Currency | Text (choice) | _TODO_ | | Restocking Fee | Number (decimal) | _TODO_ | | Totaldue Currency | Text (choice) (optional) | _TODO_ | | Total To Refund | Number (decimal) (optional) | _TODO_ | | Refund Status | Text (choice) (optional) | _TODO_ | | Totalback Currency | Text (choice) (optional) | _TODO_ | | Total Refunded | Number (decimal) (optional) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-returns-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-create) - **Detail View** — [sales-returns-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id) - **Update View** — [sales-returns-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-returns-id-update) --- ## Advanced Notes _TODO_ # sales-sales-create # Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/sales/create/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales-id-update # Sale – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/sales//update/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales-id # Sale – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/sales//` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-sales](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales) - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-sales # Sales – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/sales/` **Model:** Sale **Record Name:** Sale **Plural Name:** Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-sales-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-create) - **Detail View** — [sales-sales-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id) - **Update View** — [sales-sales-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-sales-id-update) - **List View** — [sales-pos-sale-list](https://help.brisksystems.us/books/brisk-documentation/page/sales-pos-sale-list) - **Create View** — [sales-ajax-sale](https://help.brisksystems.us/books/brisk-documentation/page/sales-ajax-sale) --- ## Advanced Notes _TODO_ # sales-subscriptions-bill # Recurring Sale – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/subscriptions/bill/` **Model:** RecurringSale **Record Name:** Recurring Sale **Plural Name:** Recurring Sales --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | | Sale Ptr | Relationship (one-to-one) | _TODO_ | | Subscription | Relationship (single) | Connects this Recurring Sale to its source subscription | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # sales-subscriptions-create # Subscription – Create View **Module:** Sales **Screen Type:** Create View **URL:** `/^sales/subscriptions/create/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_ # sales-subscriptions-id-update # Subscription – Update View **Module:** Sales **Screen Type:** Update View **URL:** `/^sales/subscriptions//update/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Create View** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) --- ## Advanced Notes _TODO_ # sales-subscriptions-id # Subscription – Detail View **Module:** Sales **Screen Type:** Detail View **URL:** `/^sales/subscriptions//` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [sales-subscriptions](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions) - **Create View** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_ # sales-subscriptions # Subscriptions – List View **Module:** Sales **Screen Type:** List View **URL:** `/^sales/subscriptions/` **Model:** Subscription **Record Name:** Subscription **Plural Name:** Subscriptions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Label | Text | A label to identify this subscription in the business | | Frequency | Text (choice) | Determines the frequency with which a subscription should occur | | Customer | Relationship (single) | The customer that made this purchase | | Memo | Long text | An open text field for employees to make notes about this transaction | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [sales-subscriptions-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-create) - **Detail View** — [sales-subscriptions-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id) - **Update View** — [sales-subscriptions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-subscriptions-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # service-customers-id-update # Customer – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/customers//update/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # service-equipment-categories-id-update # Equipment Category – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-categories//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) --- ## Advanced Notes _TODO_ # service-equipment-categories-id # Equipment Category – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # service-equipment-id-update # Equipment – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) --- ## Advanced Notes _TODO_ # service-equipment-id # Equipment – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # service-equipment-makes-id-update # Equipment Make – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-makes//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) --- ## Advanced Notes _TODO_ # service-equipment-makes-id # Equipment Make – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # service-equipment-statuses-id-update # Equipment Status – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-statuses//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) --- ## Advanced Notes _TODO_ # service-equipment-statuses-id # Equipment Status – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # service-service-categories-id-update # Service Category – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-categories//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) --- ## Advanced Notes _TODO_ # service-service-categories-id # Service Category – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # service-service-orders-id-update # Service Order – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-orders//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) --- ## Advanced Notes _TODO_ # service-service-orders-id # Service Order – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id-grid # Service Snippet – Update View **Module:** Service **Screen Type:** Update 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id-update # Service Snippet – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-snippets//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id # Service Snippet – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # service-service-statuses-id-update # Service Status – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-statuses//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) --- ## Advanced Notes _TODO_ # service-service-statuses-id # Service Status – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_ # service-technicians-id-update # Technician – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/technicians//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) --- ## Advanced Notes _TODO_ # service-technicians-id # Technician – Detail View **Module:** Service **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-navigation-menus](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus) - **Detail View** — [setup-navigation-menus-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id) - **Update View** — [setup-navigation-menus-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id-update) --- ## Advanced Notes _TODO_ # setup-navigation-menus-id-update # Navigation Menu – Update View **Module:** Setup **Screen Type:** Update View **URL:** `/^setup/navigation-menus//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-navigation-menus](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus) - **Create View** — [setup-navigation-menus-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-create) - **Detail View** — [setup-navigation-menus-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id) --- ## Advanced Notes _TODO_ # setup-navigation-menus-id # Navigation Menu – Detail View **Module:** Setup **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-navigation-menus](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus) - **Create View** — [setup-navigation-menus-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-create) - **Update View** — [setup-navigation-menus-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [setup-navigation-menus-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-create) - **Detail View** — [setup-navigation-menus-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id) - **Update View** — [setup-navigation-menus-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-navigation-menus-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-notifications](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications) - **Detail View** — [setup-notifications-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id) - **Update View** — [setup-notifications-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id-update) --- ## Advanced Notes _TODO_ # setup-notifications-id-update # Notification – Update View **Module:** Setup **Screen Type:** Update View **URL:** `/^setup/notifications//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-notifications](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications) - **Create View** — [setup-notifications-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-create) - **Detail View** — [setup-notifications-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id) --- ## Advanced Notes _TODO_ # setup-notifications-id # Notification – Detail View **Module:** Setup **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-notifications](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications) - **Create View** — [setup-notifications-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-create) - **Update View** — [setup-notifications-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [setup-notifications-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-create) - **Detail View** — [setup-notifications-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id) - **Update View** — [setup-notifications-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-notifications-id-update) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-users](https://help.brisksystems.us/books/brisk-documentation/page/setup-users) - **Detail View** — [setup-users-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id) - **Update View** — [setup-users-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-update) - **Update View** — [setup-users-id-password](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-password) --- ## Advanced Notes _TODO_ # setup-users-id-password # User – Update View **Module:** Setup **Screen Type:** Update View **URL:** `/^setup/users//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-users](https://help.brisksystems.us/books/brisk-documentation/page/setup-users) - **Create View** — [setup-users-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-create) - **Detail View** — [setup-users-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id) - **Update View** — [setup-users-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-update) --- ## Advanced Notes _TODO_ # setup-users-id-update # User – Update View **Module:** Setup **Screen Type:** Update View **URL:** `/^setup/users//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-users](https://help.brisksystems.us/books/brisk-documentation/page/setup-users) - **Create View** — [setup-users-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-create) - **Detail View** — [setup-users-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id) - **Update View** — [setup-users-id-password](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-password) --- ## Advanced Notes _TODO_ # setup-users-id # User – Detail View **Module:** Setup **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [setup-users](https://help.brisksystems.us/books/brisk-documentation/page/setup-users) - **Create View** — [setup-users-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-create) - **Update View** — [setup-users-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-update) - **Update View** — [setup-users-id-password](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-password) --- ## Advanced Notes _TODO_ # 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [setup-users-create](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-create) - **Detail View** — [setup-users-id](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id) - **Update View** — [setup-users-id-update](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-update) - **Update View** — [setup-users-id-password](https://help.brisksystems.us/books/brisk-documentation/page/setup-users-id-password) --- ## Advanced Notes _TODO_