Explore Brisk Workflows
Follow complete Brisk workflows using fictional sample data. These examples show how sales, inventory, purchasing, service, ecommerce, accounting, manufacturing, payments, and government records can remain connected from the first action through reporting and follow-up.
Demonstration data: Every name, identifier, amount, address, contact, and transaction shown here is fictional. Available steps vary by enabled modules, configuration, permissions, and payment provider.
Sales and Retail
- Customer Order to Cash — Follow a named customer order through fulfillment, payment or receivable status, inventory activity, and review. This is useful for parts, equipment, feed-and-supply, and general-business teams that need the original request to remain visible.
- Counter Sale to Reconciled Work Period — Follow a cashier transaction through tender, receipt, operating reports, and work-period close. It separates completing checkout from reviewing whether drawer and period totals make sense.
Customer Accounts and Payments
- Customer Account to Collection — Follow an on-account sale into aging, statements, finance-charge review, and a controlled payment application. It is intended for businesses that extend terms and need traceable collections work.
Ecommerce and Fulfillment
- Online Order to Fulfillment — Follow a storefront order into Brisk’s back-office order, payment review, and fulfillment state. The workflow makes the storefront boundary and the timing of inventory changes explicit.
Service and Dispatch
- Service Request to Paid Invoice — Follow a reported issue through the service order, dispatch, technician activity, billing, and payment. It suits repair, field-service, and equipment-service operations.
Purchasing and Payables
- Automatic Restock to Replenished Inventory — Follow warehouse reorder settings into reviewed draft purchase orders and a partial receipt. It shows where calculation stops and human purchasing judgment begins.
- Purchase to Pay — Follow an approved inventory purchase through receipt, vendor invoice, and payment allocation. This is the continuation for restocking work once a purchase order enters the normal payable process.
Manufacturing and Agriculture
- Production Plan to Finished Goods — Follow a blueprint and scheduled batch through actual production, component use, finished stock, and cost review. It is aimed at agriculture, feed, light manufacturing, and assembly operations.
Accounting and Reporting
- Month-End Close to Financial Review — Follow operating records from open work periods through a month cutoff and financial reports. It treats close as a controlled review, not a repair button.
Government Operations
- Business License Application to Renewal — Follow a fictional application through review, charge, payment, issue, compliance follow-up, and renewal. It keeps legal decisions with authorized municipal staff while Brisk preserves the operational trail.
Jail Banking and Trust Accounts
- Inmate Trust Account from Intake to Release — Review the accounting controls Brisk can provide for a separately configured trust ledger. Current Brisk has no inmate-account screen or CADMUS integration, so this guide states the boundary instead of presenting unsupported intake, commissary, or release features.