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 Detail View — accounting-account-categories-id Update View — 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 Create View — accounting-account-categories-create Detail View — 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 Create View — accounting-account-categories-create Update View — 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 Detail View — accounting-account-categories-id Update View — 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 Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 Create View — accounting-accounts-create Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Detail View — accounting-bank-accounts-id Update View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Detail View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header List View — accounting-bank-accounts Create View — accounting-bank-accounts-create Update View — 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 Create View — accounting-accounts-create Detail View — accounting-accounts-id Update View — accounting-accounts-id-update-standard Update View — accounting-accounts-id-update-header Create View — accounting-bank-accounts-create Detail View — accounting-bank-accounts-id Update View — 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 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 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 Detail View — accounting-commission-payments-id Update View — 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 Create View — accounting-commission-payments-create Detail View — 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 Create View — accounting-commission-payments-create Update View — 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 Detail View — accounting-commission-payments-id Update View — 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 Detail View — accounting-credit-card-accounts-id Update View — 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 Create View — accounting-credit-card-accounts-create Detail View — 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 Create View — accounting-credit-card-accounts-create Update View — 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 Detail View — accounting-credit-card-accounts-id Update View — 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 Detail View — accounting-credit-card-charges-id Update View — 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 Create View — accounting-credit-card-charges-create Detail View — 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 Create View — accounting-credit-card-charges-create Update View — 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 Detail View — accounting-credit-card-charges-id Update View — 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 Create View — accounting-customer-credits-pos-create Detail View — accounting-customer-credits-id Update View — 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 Create View — accounting-customer-credits-create Create View — accounting-customer-credits-pos-create Detail View — 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 Create View — accounting-customer-credits-create Create View — accounting-customer-credits-pos-create Update View — 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 Create View — accounting-customer-credits-create Detail View — accounting-customer-credits-id Update View — 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 Create View — accounting-customer-credits-pos-create Detail View — accounting-customer-credits-id Update View — 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 Detail View — accounting-debit-cards-id Update View — 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 Create View — accounting-debit-cards-create Detail View — 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 Create View — accounting-debit-cards-create Update View — 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 Detail View — accounting-debit-cards-id Update View — 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 Detail View — accounting-deposits-id Update View — 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 Create View — accounting-deposits-create Detail View — 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 Create View — accounting-deposits-create Update View — 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 Detail View — accounting-deposits-id Update View — 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 Detail View — accounting-expense-categories-id Update View — 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 Create View — accounting-expense-categories-create Detail View — 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 Create View — accounting-expense-categories-create Update View — 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 Detail View — accounting-expense-categories-id Update View — 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 Detail View — accounting-expense-records-id Update View — 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 Create View — accounting-expense-records-create Detail View — 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 Create View — accounting-expense-records-create Update View — 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 Detail View — accounting-expense-records-id Update View — 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 Detail View — accounting-journal-entries-id Update View — 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 Create View — accounting-journal-entries-create Detail View — 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 Create View — accounting-journal-entries-create Update View — 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 Detail View — accounting-journal-entries-id Update View — 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 Detail View — accounting-mileage-records-id Update View — 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 Create View — accounting-mileage-records-create Detail View — 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 Create View — accounting-mileage-records-create Update View — 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 Detail View — accounting-mileage-records-id Update View — 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 Detail View — accounting-months-id Update View — 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 Create View — accounting-months-create Detail View — 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 Create View — accounting-months-create Update View — 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 Detail View — accounting-months-id Update View — 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 Detail View — accounting-transactions-id Create View — accounting-transactions-create Update View — accounting-transactions-id-update Update View — 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 Create View — accounting-vendor-invoices-create Detail View — accounting-vendor-invoices-id Update View — 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 Detail View — accounting-payment-terms-id Update View — 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 Create View — accounting-payment-terms-create Detail View — 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 Create View — accounting-payment-terms-create Update View — 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 Detail View — accounting-payment-terms-id Update View — 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 Detail View — accounting-payments-id Update View — 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 Create View — accounting-payments-create Detail View — 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 Create View — accounting-payments-create Update View — 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 Detail View — accounting-payments-id Update View — 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 Detail View — accounting-quarters-id Update View — 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 Create View — accounting-quarters-create Detail View — 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 Create View — accounting-quarters-create Update View — 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 Detail View — accounting-quarters-id Update View — 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 Detail View — accounting-transactions-id Create View — accounting-transactions-create Update View — accounting-transactions-id-update Update View — 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 Update View — accounting-reconciliations-id Update View — accounting-reconciliations-creditcard-id Detail View — 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 Create View — accounting-reconciliations-create Update View — accounting-reconciliations-id Detail View — 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 Create View — accounting-reconciliations-create Update View — accounting-reconciliations-id Update View — 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 Create View — accounting-reconciliations-create Update View — accounting-reconciliations-creditcard-id Detail View — 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 Update View — accounting-reconciliations-id Update View — accounting-reconciliations-creditcard-id Detail View — 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 Detail View — accounting-taxes-id Update View — 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 Create View — accounting-taxes-create Detail View — 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 Create View — accounting-taxes-create Update View — 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 Detail View — accounting-taxes-id Update View — 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 Detail View — accounting-transactions-id Update View — accounting-transactions-id-update Update View — accounting-receivable-transactions-id-update Update View — 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 Detail View — accounting-transactions-id Create View — accounting-transactions-create Update View — accounting-receivable-transactions-id-update Update View — 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 Create View — accounting-transactions-create Update View — accounting-transactions-id-update Update View — accounting-receivable-transactions-id-update Update View — 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 Create View — accounting-transactions-create Update View — accounting-transactions-id-update Update View — accounting-receivable-transactions-id-update Update View — 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 Detail View — accounting-vehicles-id Update View — 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 Create View — accounting-vehicles-create Detail View — 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 Create View — accounting-vehicles-create Update View — 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 Detail View — accounting-vehicles-id Update View — 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 Detail View — accounting-vendor-invoices-id Update View — accounting-vendor-invoices-id-update List View — 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 Create View — accounting-vendor-invoices-create Detail View — accounting-vendor-invoices-id List View — 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 Create View — accounting-vendor-invoices-create Update View — accounting-vendor-invoices-id-update List View — 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 Detail View — accounting-vendor-invoices-id Update View — accounting-vendor-invoices-id-update List View — 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 Detail View — accounting-work-periods-id Update View — accounting-work-periods-id-update Update View — 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 Create View — accounting-work-periods-create Detail View — accounting-work-periods-id Update View — 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 Create View — accounting-work-periods-create Detail View — accounting-work-periods-id Update View — 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 Create View — accounting-work-periods-create Update View — accounting-work-periods-id-update Update View — 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 Detail View — accounting-work-periods-id Update View — accounting-work-periods-id-update Update View — 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 Detail View — accounting-years-id Update View — 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 Create View — accounting-years-create Detail View — 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 Create View — accounting-years-create Update View — 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 Detail View — accounting-years-id Update View — 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 Detail View — ebizcharge-email-payments-id Update View — 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 Create View — ebizcharge-email-payments-create Detail View — 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 Create View — ebizcharge-email-payments-create Update View — 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 Detail View — ebizcharge-email-payments-id Update View — 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 Detail View — ebizcharge-emv-terminals-id Update View — 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 Create View — ebizcharge-emv-terminals-create Detail View — 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 Create View — ebizcharge-emv-terminals-create Update View — 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 Detail View — ebizcharge-emv-terminals-id Update View — 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 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 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 Detail View — inventory-inventory-adjustments-id Update View — 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 Create View — inventory-inventory-adjustments-create Detail View — 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 Create View — inventory-inventory-adjustments-create Update View — 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 Detail View — inventory-inventory-adjustments-id Update View — 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 List View — inventory-stock-summary-mfg List View — manufacturing-inventory-needs List View — 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 Detail View — inventory-inventory-receipts-id Update View — 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 Create View — inventory-inventory-receipts-create Detail View — 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 Create View — inventory-inventory-receipts-create Update View — 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 Detail View — inventory-inventory-receipts-id Update View — 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 Detail View — inventory-item-classes-id Update View — 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 Create View — inventory-item-classes-create Detail View — 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 Create View — inventory-item-classes-create Update View — 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 Detail View — inventory-item-classes-id Update View — 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 List View — inventory-items-grid Detail View — inventory-items-id Update View — inventory-items-id-update Update View — 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 Create View — inventory-items-create Detail View — inventory-items-id Update View — inventory-items-id-update Update View — 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 List View — inventory-items-grid Create View — inventory-items-create Detail View — inventory-items-id Update View — 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 List View — inventory-items-grid Create View — inventory-items-create Detail View — inventory-items-id Update View — 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 List View — inventory-items-grid Create View — inventory-items-create Update View — inventory-items-id-update Update View — 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 Create View — inventory-items-create Detail View — inventory-items-id Update View — inventory-items-id-update Update View — 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 Detail View — inventory-locations-id Update View — 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 Create View — inventory-locations-create Detail View — 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 Create View — inventory-locations-create Update View — 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 Detail View — inventory-locations-id Update View — 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 Update View — 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 Detail View — 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 Update View — 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 Detail View — inventory-price-schedules-id Update View — 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 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 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 Create View — inventory-price-schedules-create Detail View — 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 Create View — inventory-price-schedules-create Update View — 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 Detail View — inventory-price-schedules-id Update View — 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 Detail View — inventory-purchase-orders-id Update View — 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 Create View — inventory-purchase-orders-create Detail View — 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 Create View — inventory-purchase-orders-create Update View — 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 Detail View — inventory-purchase-orders-id Update View — 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 List View — inventory-stock-summary List View — manufacturing-inventory-needs List View — 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 List View — inventory-stock-summary-mfg List View — manufacturing-inventory-needs List View — 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 Detail View — inventory-units-of-measure-id Update View — 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 Create View — inventory-units-of-measure-create Detail View — 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 Create View — inventory-units-of-measure-create Update View — 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 Detail View — inventory-units-of-measure-id Update View — 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 Detail View — inventory-vendor-credit-memos-id Update View — 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 Create View — inventory-vendor-credit-memos-create Detail View — 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 Create View — inventory-vendor-credit-memos-create Update View — 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 Detail View — inventory-vendor-credit-memos-id Update View — 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 Detail View — inventory-warehouses-id Update View — 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 Create View — inventory-warehouses-create Detail View — 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 Create View — inventory-warehouses-create Update View — 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 Detail View — inventory-warehouses-id Update View — 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 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 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 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 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 Detail View — management-customer-classes-id Update View — 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 Create View — management-customer-classes-create Detail View — 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 Create View — management-customer-classes-create Update View — 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 Detail View — management-customer-classes-id Update View — 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 Detail View — management-customer-tax-codes-id Update View — 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 Create View — management-customer-tax-codes-create Detail View — 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 Create View — management-customer-tax-codes-create Update View — 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 Detail View — management-customer-tax-codes-id Update View — 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 Detail View — management-customers-id Update View — management-customers-id-update List View — management-pos-customer-list Create View — service-customers-create Update View — 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 Create View — management-customers-create Detail View — management-customers-id List View — management-pos-customer-list Create View — service-customers-create Update View — 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 Create View — management-customers-create Update View — management-customers-id-update List View — management-pos-customer-list Create View — service-customers-create Update View — 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 Detail View — management-customers-id Update View — management-customers-id-update List View — management-pos-customer-list Create View — service-customers-create Update View — 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 Detail View — management-discount-schedules-id Update View — 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 Create View — management-discount-schedules-create Detail View — 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 Create View — management-discount-schedules-create Update View — 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 Detail View — management-discount-schedules-id Update View — 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 Detail View — management-employees-id Update View — 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 Create View — management-employees-create Detail View — 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 Create View — management-employees-create Update View — 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 Detail View — management-employees-id Update View — 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 Detail View — management-freight-zones-id Update View — 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 Create View — management-freight-zones-create Detail View — 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 Create View — management-freight-zones-create Update View — 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 Detail View — management-freight-zones-id Update View — 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 Detail View — management-fulfillment-methods-id Update View — 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 Create View — management-fulfillment-methods-create Detail View — 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 Create View — management-fulfillment-methods-create Update View — 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 Detail View — management-fulfillment-methods-id Update View — 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 Detail View — management-nav-cards-id Update View — 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 Create View — management-nav-cards-create Detail View — 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 Create View — management-nav-cards-create Update View — 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 Detail View — management-nav-cards-id Update View — 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 Detail View — management-nav-links-id Update View — 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 Create View — management-nav-links-create Detail View — 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 Create View — management-nav-links-create Update View — 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 Detail View — management-nav-links-id Update View — 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 Create View — management-customers-create Detail View — management-customers-id Update View — management-customers-id-update Create View — service-customers-create Update View — 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 Detail View — management-salespeople-id Update View — 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 Create View — management-salespeople-create Detail View — 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 Create View — management-salespeople-create Update View — 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 Detail View — management-salespeople-id Update View — 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 Detail View — management-vendors-id Update View — 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 Create View — management-vendors-create Detail View — 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 Create View — management-vendors-create Update View — 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 Detail View — management-vendors-id Update View — 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 Detail View — manufacturing-blueprint-types-id Update View — 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 Create View — manufacturing-blueprint-types-create Detail View — 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 Create View — manufacturing-blueprint-types-create Update View — 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 Detail View — manufacturing-blueprint-types-id Update View — 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 Detail View — manufacturing-carriers-id Update View — 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 Create View — manufacturing-carriers-create Detail View — 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 Create View — manufacturing-carriers-create Update View — 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 Detail View — manufacturing-carriers-id Update View — 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 Detail View — manufacturing-commodity-items-id Update View — 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 Create View — manufacturing-commodity-items-create Detail View — 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 Create View — manufacturing-commodity-items-create Update View — 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 Detail View — manufacturing-commodity-items-id Update View — 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 Detail View — manufacturing-commodity-sales-id Update View — 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 Create View — manufacturing-commodity-sales-create Detail View — 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 Create View — manufacturing-commodity-sales-create Update View — 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 Detail View — manufacturing-commodity-sales-id Update View — 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 Create View — manufacturing-manufacturing-orders-create Detail View — manufacturing-manufacturing-orders-id Update View — 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 List View — inventory-stock-summary List View — inventory-stock-summary-mfg List View — 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 List View — inventory-stock-summary List View — inventory-stock-summary-mfg List View — 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 Detail View — manufacturing-item-assemblies-id Update View — 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 Create View — manufacturing-item-assemblies-create Detail View — 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 Create View — manufacturing-item-assemblies-create Update View — 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 Detail View — manufacturing-item-assemblies-id Update View — 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 Detail View — manufacturing-manufacturing-instances-id Update View — 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 Create View — manufacturing-manufacturing-instances-create Detail View — 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 Create View — manufacturing-manufacturing-instances-create Update View — 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 Detail View — manufacturing-manufacturing-instances-id Update View — 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 Detail View — manufacturing-manufacturing-orders-id Update View — manufacturing-manufacturing-orders-id-update List View — 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 Create View — manufacturing-manufacturing-orders-create Detail View — manufacturing-manufacturing-orders-id List View — 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 Create View — manufacturing-manufacturing-orders-create Update View — manufacturing-manufacturing-orders-id-update List View — 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 Detail View — manufacturing-manufacturing-orders-id Update View — manufacturing-manufacturing-orders-id-update List View — 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 Detail View — manufacturing-manufacturing-reports-id Update View — 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 Create View — manufacturing-manufacturing-reports-create Detail View — 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 Create View — manufacturing-manufacturing-reports-create Update View — 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 Detail View — manufacturing-manufacturing-reports-id Update View — 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 Detail View — manufacturing-mixers-id Update View — 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 Create View — manufacturing-mixers-create Detail View — 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 Create View — manufacturing-mixers-create Update View — 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 Detail View — manufacturing-mixers-id Update View — 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 Create View — manufacturing-scheduled-manufacturing-instances-create Detail View — manufacturing-scheduled-manufacturing-instances-id Update View — 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 List View — manufacturing-production-schedule Detail View — manufacturing-scheduled-manufacturing-instances-id Update View — 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 List View — manufacturing-production-schedule Create View — manufacturing-scheduled-manufacturing-instances-create Detail View — 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 List View — manufacturing-production-schedule Create View — manufacturing-scheduled-manufacturing-instances-create Update View — 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 Create View — manufacturing-scheduled-manufacturing-instances-create Detail View — manufacturing-scheduled-manufacturing-instances-id Update View — 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 Create View — reports-advanced-reports-create Detail View — reports-advanced-report-id Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-uuid-id-data Update View — 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 Create View — reports-advanced-reports-create Detail View — reports-advanced-report-id Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-id-data Detail View — 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 Create View — reports-advanced-reports-create Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-id-data Detail View — reports-advanced-report-uuid-id-data Update View — 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 Create View — reports-advanced-reports-create Detail View — reports-advanced-report-id Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-id-data Update View — 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 Create View — reports-advanced-reports-create Detail View — reports-advanced-report-id Detail View — reports-advanced-report-id-data Detail View — reports-advanced-report-uuid-id-data Update View — 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 Detail View — reports-advanced-report-id Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-id-data Detail View — reports-advanced-report-uuid-id-data Update View — 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 Detail View — reports-advanced-report-id Detail View — reports-advanced-report-uuid-id Detail View — reports-advanced-report-id-data Detail View — reports-advanced-report-uuid-id-data Update View — 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 Detail View — reports-email-templates-id Update View — 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 Create View — reports-email-templates-create Detail View — 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 Create View — reports-email-templates-create Update View — 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 Detail View — reports-email-templates-id Update View — 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 Detail View — reports-pdf-renderers-id Update View — 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 Create View — reports-pdf-renderers-create Detail View — 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 Create View — reports-pdf-renderers-create Update View — 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 Detail View — reports-pdf-renderers-id Update View — 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 Detail View — reports-receipt-templates-id Update View — 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 Create View — reports-receipt-templates-create Detail View — 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 Create View — reports-receipt-templates-create Update View — 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 Detail View — reports-receipt-templates-id Update View — 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 Create View — reports-reports-create Detail View — reports-report-id Detail View — reports-report-uuid-id Detail View — reports-report-uuid-id-data Update View — 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 Create View — reports-reports-create Detail View — reports-report-id Detail View — reports-report-uuid-id Detail View — reports-report-id-data Detail View — 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 Create View — reports-reports-create Detail View — reports-report-uuid-id Detail View — reports-report-id-data Detail View — reports-report-uuid-id-data Update View — 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 Create View — reports-reports-create Detail View — reports-report-id Detail View — reports-report-uuid-id Detail View — reports-report-id-data Update View — 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 Create View — reports-reports-create Detail View — reports-report-id Detail View — reports-report-id-data Detail View — reports-report-uuid-id-data Update View — 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 Detail View — reports-report-id Detail View — reports-report-uuid-id Detail View — reports-report-id-data Detail View — reports-report-uuid-id-data Update View — 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 Detail View — reports-report-id Detail View — reports-report-uuid-id Detail View — reports-report-id-data Detail View — reports-report-uuid-id-data Update View — 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 Create View — sales-sales-create Detail View — sales-sales-id Update View — sales-sales-id-update List View — 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 Detail View — sales-cash-drawers-id Update View — 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 Create View — sales-cash-drawers-create Detail View — 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 Create View — sales-cash-drawers-create Update View — 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 Detail View — sales-cash-drawers-id Update View — 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 Detail View — sales-discount-periods-id Update View — 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 Create View — sales-discount-periods-create Detail View — 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 Create View — sales-discount-periods-create Update View — 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 Detail View — sales-discount-periods-id Update View — 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 Detail View — sales-payouts-id Update View — 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 Create View — sales-payouts-create Detail View — 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 Create View — sales-payouts-create Update View — 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 Detail View — sales-payouts-id Update View — 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 Create View — sales-sales-create Detail View — sales-sales-id Update View — sales-sales-id-update Create View — 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 Detail View — sales-quotes-id Update View — 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 Create View — sales-quotes-create Detail View — 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 Create View — sales-quotes-create Update View — 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 Detail View — sales-quotes-id Update View — 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 Detail View — sales-returns-id Update View — 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 Create View — sales-returns-create Detail View — 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 Create View — sales-returns-create Update View — 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 Detail View — sales-returns-id Update View — 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 Detail View — sales-sales-id Update View — sales-sales-id-update List View — sales-pos-sale-list Create View — 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 Create View — sales-sales-create Detail View — sales-sales-id List View — sales-pos-sale-list Create View — 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 Create View — sales-sales-create Update View — sales-sales-id-update List View — sales-pos-sale-list Create View — 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 Detail View — sales-sales-id Update View — sales-sales-id-update List View — sales-pos-sale-list Create View — 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 Detail View — sales-subscriptions-id Update View — 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 Create View — sales-subscriptions-create Detail View — 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 Create View — sales-subscriptions-create Update View — 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 Detail View — sales-subscriptions-id Update View — 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 Create View — management-customers-create Detail View — management-customers-id Update View — management-customers-id-update List View — management-pos-customer-list Update View — 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 Create View — management-customers-create Detail View — management-customers-id Update View — management-customers-id-update List View — management-pos-customer-list Create View — 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 Detail View — service-equipment-categories-id Update View — 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 Create View — service-equipment-categories-create Detail View — 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 Create View — service-equipment-categories-create Update View — 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 Detail View — service-equipment-categories-id Update View — 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 Detail View — service-equipment-id Update View — 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 Create View — service-equipment-create Detail View — 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 Create View — service-equipment-create Update View — 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 Detail View — service-equipment-makes-id Update View — 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 Create View — service-equipment-makes-create Detail View — 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 Create View — service-equipment-makes-create Update View — 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 Detail View — service-equipment-makes-id Update View — 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 Detail View — service-equipment-statuses-id Update View — 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 Create View — service-equipment-statuses-create Detail View — 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 Create View — service-equipment-statuses-create Update View — 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 Detail View — service-equipment-statuses-id Update View — 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 Detail View — service-equipment-id Update View — 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 Detail View — service-service-categories-id Update View — 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 Create View — service-service-categories-create Detail View — 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 Create View — service-service-categories-create Update View — 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 Detail View — service-service-categories-id Update View — 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 Detail View — service-service-orders-id Update View — 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 Create View — service-service-orders-create Detail View — 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 Create View — service-service-orders-create Update View — 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 Detail View — service-service-orders-id Update View — 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 Detail View — service-service-snippets-id Update View — service-service-snippets-id-update List View — service-service-snippets-grid Update View — 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 Create View — service-service-snippets-create Detail View — service-service-snippets-id Update View — service-service-snippets-id-update Update View — 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 Create View — service-service-snippets-create Detail View — service-service-snippets-id Update View — service-service-snippets-id-update List View — 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 Create View — service-service-snippets-create Detail View — service-service-snippets-id List View — service-service-snippets-grid Update View — 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 Create View — service-service-snippets-create Update View — service-service-snippets-id-update List View — service-service-snippets-grid Update View — 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 Detail View — service-service-snippets-id Update View — service-service-snippets-id-update List View — service-service-snippets-grid Update View — 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 Detail View — service-service-statuses-id Update View — 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 Create View — service-service-statuses-create Detail View — 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 Create View — service-service-statuses-create Update View — 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 Detail View — service-service-statuses-id Update View — 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 Detail View — service-technicians-id Update View — 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 Create View — service-technicians-create Detail View — 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 Create View — service-technicians-create Update View — 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 Detail View — service-technicians-id Update View — 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 Detail View — setup-navigation-menus-id Update View — 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 Create View — setup-navigation-menus-create Detail View — 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 Create View — setup-navigation-menus-create Update View — 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 Detail View — setup-navigation-menus-id Update View — 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 Detail View — setup-notifications-id Update View — 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 Create View — setup-notifications-create Detail View — 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 Create View — setup-notifications-create Update View — 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 Detail View — setup-notifications-id Update View — 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 Detail View — setup-users-id Update View — setup-users-id-update Update View — 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 Create View — setup-users-create Detail View — setup-users-id Update View — 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 Create View — setup-users-create Detail View — setup-users-id Update View — 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 Create View — setup-users-create Update View — setup-users-id-update Update View — 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 Detail View — setup-users-id Update View — setup-users-id-update Update View — setup-users-id-password Advanced Notes TODO