Core Records

Automatic Purchase Records

Automatic Purchase Records

Purpose and when to use this record

Review a system-generated replenishment proposal and the purchase orders it created from reorder demand.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on automatic purchase records. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Delete an Automatic Purchase Record

Delete this Automatic Purchase Record only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Purchase Orders. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify the identifying information shown on the screen. After confirmation, return to the Automatic Purchase Records list and make sure only the intended Automatic Purchase Record was removed.

Review Automatic Purchase Record details

Use the detail page as the shared record of what this Automatic Purchase Record currently means. Verify the identifying information shown on the screen before relying on it for a decision.

Compare the Automatic Purchase Record with its source document or approved setup request before deciding that it needs correction.

Next check: Open the linked purchase orders and confirm vendors, warehouses, quantities, and costs before sending commitments to suppliers.

Find and review automatic purchase records

Brisk Automatic Purchase Records list screen displayed with fictional documentation-demo data.
The Automatic Purchase Records list screen in the Brisk documentation demo.

Use the Automatic Purchase Records list to find the correct record before opening or changing it. Compare the identifying information shown on the screen. Compare the full identifier rather than relying on a similar name.

Open the Automatic Purchase Record whose the identifying information shown on the screen match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Fields and business rules

Brisk stores 0 user-relevant fields for this Automatic Purchase Record, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls

What happens next

Open the linked purchase orders and confirm vendors, warehouses, quantities, and costs before sending commitments to suppliers.

Common mistakes and troubleshooting

Foodservice Option Groups

Foodservice Option Groups

Purpose and when to use this record

Define an ordered group of foodservice choices, such as sizes or add-ons, and whether cashiers can use it.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on foodservice option groups. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Foodservice Option Group

Brisk Foodservice Option Groups create screen displayed with fictional documentation-demo data.
The Foodservice Option Groups create screen in the Brisk documentation demo.

Create a Foodservice Option Group only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

  1. Select the business context first.

  2. Enter the required identifying and operational values: Group Name.

  3. Review Active deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Foodservice Option Group, then confirm Group Name on its detail page before continuing.

After saving: Open Foodservice Options, and Items and confirm the Foodservice Option Group appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a Foodservice Option Group

Delete this Foodservice Option Group only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Foodservice Options, and Items. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Group Name. After confirmation, return to the Foodservice Option Groups list and make sure only the intended Foodservice Option Group was removed.

Review Foodservice Option Group details

Use the detail page as the shared record of what this Foodservice Option Group currently means. Verify Active before relying on it for a decision.

Compare the Foodservice Option Group with its source document or approved setup request before deciding that it needs correction.

Next check: Open Foodservice Options, and Items and confirm the Foodservice Option Group appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Foodservice Option Group

Edit this Foodservice Option Group when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

  1. Open the detail page. Compare Group Name with the supporting document or approved request.

  2. Recheck Active. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Foodservice Option Group now appears under the expected Active.

After the change: Open Foodservice Options, and Items and confirm the Foodservice Option Group appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review foodservice option groups

Brisk Foodservice Option Groups list screen displayed with fictional documentation-demo data.
The Foodservice Option Groups list screen in the Brisk documentation demo.

Use the Foodservice Option Groups list to find the correct record before opening or changing it. Compare Group Name. Compare the full identifier rather than relying on a similar name.

Open the Foodservice Option Group whose Group Name match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 3 user-relevant fields for this Foodservice Option Group, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Group Name Yes Human-readable name for this foodservice option group.
Sort Order No The sort order value recorded for this foodservice option group.
Active No Whether this foodservice option group is active and available for use.

What happens next

Open Foodservice Options, and Items and confirm the Foodservice Option Group appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

Inventory Adjustments

Inventory Adjustments

Purpose and when to use this record

Correct on-hand inventory for a warehouse with an auditable reason, quantities, costs, and resulting accounting impact.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on inventory adjustments. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Balancing Account records ready first. Those selections determine where this Inventory Adjustment belongs and which later screens can find it.

Create an Inventory Adjustment

Brisk Inventory Adjustments create screen displayed with fictional documentation-demo data.
The Inventory Adjustments create screen in the Brisk documentation demo.

Create an Inventory Adjustment only after confirming that the source document or operational event has not already been entered.

  1. Select the business context first: Warehouse, and Balancing Account.

  2. Enter the required identifying and operational values: Balancing Account.

  3. Review Status, and Edit Locked deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Inventory Adjustment, then confirm Status, and Date Created on its detail page before continuing.

After saving: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Delete an Inventory Adjustment

Delete this Inventory Adjustment only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Adjustment Lines, Inventory Records, Inventory Transfers, and Transactions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Status, and Date Created. After confirmation, return to the Inventory Adjustments list and make sure only the intended Inventory Adjustment was removed.

Review Inventory Adjustment details

Use the detail page as the shared record of what this Inventory Adjustment currently means. Verify Status, Date Created, and Edit Locked before relying on it for a decision.

Follow Warehouse, and Balancing Account to determine whether the issue is on this Inventory Adjustment or on one of those linked records.

Next check: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Edit an existing Inventory Adjustment

Edit this Inventory Adjustment to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

  1. Open the detail page. Compare Warehouse, and Balancing Account with the supporting document or approved request.

  2. Recheck Status, Warehouse, Date Created, Balancing Account, and Edit Locked. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Inventory Adjustment now appears under the expected Status, and Edit Locked.

After the change: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Find and review inventory adjustments

Brisk Inventory Adjustments list screen displayed with fictional documentation-demo data.
The Inventory Adjustments list screen in the Brisk documentation demo.

Use the Inventory Adjustments list to find the correct record before opening or changing it. Compare Status, and Date Created. Records with similar names or numbers can still belong to different Warehouse, and Balancing Account.

Open the Inventory Adjustment whose Status, and Date Created match the task. If it is missing, clear the list filters and recheck Status, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 6 user-relevant fields for this Inventory Adjustment, including 2 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Status No This is a system field that helps identify whether or not this document has affected the inventory and general ledger. Available values: Draft, Complete.
Warehouse No The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required.
Date Created No Date and time recorded for date created on this inventory adjustment.
Balancing Account Yes The balancing account associated with this inventory adjustment.
Memo No The memo recorded for this inventory adjustment.
Edit Locked No Whether the edit locked option applies to this inventory adjustment.

What happens next

Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Common mistakes and troubleshooting

Items In Inventory

Items In Inventory

Purpose and when to use this record

Brisk Items In Inventory overview screen displayed with fictional documentation-demo data.
The Items In Inventory overview screen in the Brisk documentation demo.
Brisk Items In Inventory overview screen displayed with fictional documentation-demo data.
The Items In Inventory overview screen in the Brisk documentation demo.

Review an item’s on-hand and available quantities across warehouses rather than changing the shared item definition.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on items in inventory. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Find and review items in inventory

Brisk Items In Inventory list screen displayed with fictional documentation-demo data.
The Items In Inventory list screen in the Brisk documentation demo.

Use the Items In Inventory list to find the correct record before opening or changing it. Compare Item, Warehouse, Average Cost, and Quantity. Records with similar names or numbers can still belong to different Item, and Warehouse.

Open the Inventory Item whose Item, Warehouse, Average Cost, and Quantity match the task. If it is missing, clear the list filters and recheck Warehouse rather than creating a replacement immediately.

Review Inventory Item details

Use the detail page as the shared record of what this Inventory Item currently means. Verify Item, Warehouse, Average Cost, and Quantity before relying on it for a decision.

Follow Item, and Warehouse to determine whether the issue is on this Inventory Item or on one of those linked records.

Next check: Use Item, and Warehouse to interpret this Inventory Item. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

Fields and business rules

Brisk stores 4 user-relevant fields for this Inventory Item, including 2 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Item No The item associated with this inventory item.
Warehouse No The warehouse associated with this inventory item.
Average Cost No The average cost value recorded for this inventory item.
Quantity No The quantity value recorded for this inventory item.

What happens next

Use Item, and Warehouse to interpret this Inventory Item. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

Common mistakes and troubleshooting

Inventory Items Recevied

Inventory Items Recevied

Purpose and when to use this record

Review the individual items and quantities received across inventory receipts.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on inventory items recevied. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Find and review inventory items recevied

Brisk Inventory Items Recevied list screen displayed with fictional documentation-demo data.
The Inventory Items Recevied list screen in the Brisk documentation demo.

Use the Inventory Items Recevied list to find the correct record before opening or changing it. Compare Date Received. Records with similar names or numbers can still belong to different Receipt Link, Item, and Purchase Row.

Open the Inventory Item Received whose Date Received match the task. If it is missing, clear the list filters and recheck Item Class, Vendor, Location, Created At, and Processed rather than creating a replacement immediately.

Fields and business rules

Brisk stores 12 user-relevant fields for this Inventory Item Received, including 3 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Receipt Link No Parent inventory receipt row in the hierarchy.
Item No Links this Inventory Item Received to the selected Item; verify the relationship before saving.
Quantity Received Yes The quantity received value recorded for this inventory receipt row.
Cost Yes The cost value recorded for this inventory receipt row.
Non-Freight Cost No Hidden system field storing the original unit cost before freight distribution.
Freight Cost No Hidden system field storing the distributed freight portion of the unit cost.
Total Cost Yes The total cost value recorded for this inventory receipt row.
Description No Description of this inventory receipt row.
Memo No The memo recorded for this inventory receipt row.
Date Received No Date and time recorded for date received on this inventory receipt row.
Purchase Row No Links this Inventory Item Received to the selected purchase row; verify the relationship before saving.
Processed No Whether the processed option applies to this inventory receipt row.

What happens next

Use Receipt Link, Item, and Purchase Row to interpret this Inventory Item Received. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

Common mistakes and troubleshooting

Inventory Receipts

Inventory Receipts

Purpose and when to use this record

Record what actually arrived against a purchase order, including partial receipts, quantities, costs, and warehouse destination.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on inventory receipts. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create an Inventory Receipt

Create an Inventory Receipt only after confirming that the source document or operational event has not already been entered.

  1. Select the business context first: Vendor, Warehouse, Freight Vendor, and Purchase Order.

  2. Enter the identifying values shown on the form, especially Status, Vendor, Warehouse, Date Created, Vendor Invoice #, and Bill Of Lading, plus the remaining screen fields.

  3. Review Status, Edit Locked, Final Costs, and Apply Terms Discount deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Inventory Receipt, then confirm Status, Date Created, and Vendor Invoice # on its detail page before continuing.

After saving: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Delete an Inventory Receipt

Delete this Inventory Receipt only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Inventory Items Recevied, Inventory Records, and Transactions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Status, Date Created, and Vendor Invoice #. After confirmation, return to the Inventory Receipts list and make sure only the intended Inventory Receipt was removed.

Review Inventory Receipt details

Inventory receiving ticket showing fictional bill and bill-of-lading numbers, warehouse, vendor, and six filter cartridges received.
A receiving ticket linked to the fictional purchase order and vendor bill.

Use the detail page as the shared record of what this Inventory Receipt currently means. Verify Status, Date Created, Edit Locked, Subtotal, and Total before relying on it for a decision.

Follow Vendor, Warehouse, Freight Vendor, and Purchase Order to determine whether the issue is on this Inventory Receipt or on one of those linked records.

Next check: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Edit an existing Inventory Receipt

Brisk Inventory Receipts update screen displayed with fictional documentation-demo data.
The Inventory Receipts update screen in the Brisk documentation demo.

Edit this Inventory Receipt to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

  1. Open the detail page. Compare Vendor, Warehouse, Freight Vendor, and Purchase Order with the supporting document or approved request.

  2. Recheck Status, Vendor, Warehouse, Date Created, Vendor Invoice #, and Edit Locked, plus the remaining screen fields. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Inventory Receipt now appears under the expected Status, and Edit Locked.

After the change: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Find and review inventory receipts

Brisk Inventory Receipts list screen displayed with fictional documentation-demo data.
The Inventory Receipts list screen in the Brisk documentation demo.

Use the Inventory Receipts list to find the correct record before opening or changing it. Compare Status, Date Created, and Vendor Invoice #. Records with similar names or numbers can still belong to different Vendor, Warehouse, Freight Vendor, and Purchase Order.

Open the Inventory Receipt whose Status, Date Created, and Vendor Invoice # match the task. If it is missing, clear the list filters and recheck Vendor, Status, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 16 user-relevant fields for this Inventory Receipt, including 4 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Status No Current status of this inventory receipt. Available values: Draft, Complete.
Vendor No The vendor associated with this inventory receipt.
Warehouse No The warehouse associated with this inventory receipt.
Date Created No Date and time recorded for date created on this inventory receipt.
Vendor Invoice # No The vendor invoice # recorded for this inventory receipt.
Bill Of Lading No The bill of lading recorded for this inventory receipt.
Memo No The memo recorded for this inventory receipt.
Edit Locked No Whether the edit locked option applies to this inventory receipt.
Final Costs No Uncheck when receiving with estimated costs that will be finalized later.
Apply Terms Discount No When enabled, applies the vendor payment-terms discount percent to this receiving ticket.
Freight No The total freight cost for this receiving ticket. Freight is distributed into line-item inventory costs by weight and accrues to the receiving freight accrual account.
Freight Vendor No If different from the item vendor, conversion creates a separate freight vendor invoice. If the same vendor is selected, freight is added as a line on the item vendor invoice.
Subtotal No The gross total of all receiving ticket line items before discounts.
Discount No The total discount amount applied from vendor payment terms.
Total No The total dollar amount for this inventory receipt.
Purchase Order No Links this receiving ticket to a purchase order.

What happens next

Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Common mistakes and troubleshooting

Inventory Transfers

Inventory Transfers

Purpose and when to use this record

Move stock between warehouses while preserving the source, destination, item quantities, and transfer status.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on inventory transfers. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid From Warehouse, and To Warehouse records ready first. Those selections determine where this Inventory Transfer belongs and which later screens can find it.

Create an Inventory Transfer

Brisk Inventory Transfers create screen displayed with fictional documentation-demo data.
The Inventory Transfers create screen in the Brisk documentation demo.

Create an Inventory Transfer only after confirming that the source document or operational event has not already been entered.

  1. Select the business context first: From Warehouse, To Warehouse, From Adjustment, and To Adjustment.

  2. Enter the required identifying and operational values: From Warehouse, and To Warehouse.

  3. Review Status, Processed, and Edit Locked deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Inventory Transfer, then confirm Status, and Date Created on its detail page before continuing.

After saving: Confirm the source decreased and the destination increased for the same item quantities before considering the movement complete.

Review Inventory Transfer details

Use the detail page as the shared record of what this Inventory Transfer currently means. Verify Status, Date Created, Processed, and Edit Locked before relying on it for a decision.

Follow From Warehouse, To Warehouse, From Adjustment, and To Adjustment to determine whether the issue is on this Inventory Transfer or on one of those linked records.

Next check: Confirm the source decreased and the destination increased for the same item quantities before considering the movement complete.

Find and review inventory transfers

Brisk Inventory Transfers list screen displayed with fictional documentation-demo data.
The Inventory Transfers list screen in the Brisk documentation demo.

Use the Inventory Transfers list to find the correct record before opening or changing it. Compare Status, and Date Created. Records with similar names or numbers can still belong to different From Warehouse, To Warehouse, From Adjustment, and To Adjustment.

Open the Inventory Transfer whose Status, and Date Created match the task. If it is missing, clear the list filters and recheck Status, Processed, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 9 user-relevant fields for this Inventory Transfer, including 4 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Status No Indicates whether this transfer has been processed. Available values: Draft, Complete.
From Warehouse Yes The from warehouse associated with this inventory transfer.
To Warehouse Yes The to warehouse associated with this inventory transfer.
Date Created No Date and time recorded for date created on this inventory transfer.
Memo No The memo recorded for this inventory transfer.
From Adjustment No The from adjustment associated with this inventory transfer.
To Adjustment No The to adjustment associated with this inventory transfer.
Processed No Whether the processed option applies to this inventory transfer.
Edit Locked No Whether the edit locked option applies to this inventory transfer.

What happens next

Confirm the source decreased and the destination increased for the same item quantities before considering the movement complete.

Common mistakes and troubleshooting

Item Classes

Item Classes

Purpose and when to use this record

Group items for consistent reporting, defaults, pricing, and operational handling.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on item classes. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create an Item Class

Brisk Item Classes create screen displayed with fictional documentation-demo data.
The Item Classes create screen in the Brisk documentation demo.

Create an Item Class only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

  1. Select the business context first: Asset Account, Expense Account, Cogs Account, and Revenue Account.

  2. Enter the required identifying and operational values: Name.

  3. Review Can Be Manufactured deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Item Class, then confirm Name, and Code on its detail page before continuing.

After saving: Open Items, and Tax Rules and confirm the Item Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete an Item Class

Delete this Item Class only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Items, and Tax Rules. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, and Code. After confirmation, return to the Item Classes list and make sure only the intended Item Class was removed.

Review Item Class details

Brisk Item Classes detail screen displayed with fictional documentation-demo data.
The Item Classes detail screen in the Brisk documentation demo.

Use the detail page as the shared record of what this Item Class currently means. Verify Name, Code, Can Be Manufactured, and Asset Account before relying on it for a decision.

Follow Asset Account, Expense Account, Cogs Account, and Revenue Account to determine whether the issue is on this Item Class or on one of those linked records.

Next check: Open Items, and Tax Rules and confirm the Item Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Item Class

Edit this Item Class when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

  1. Open the detail page. Compare Asset Account, Expense Account, Cogs Account, and Revenue Account with the supporting document or approved request.

  2. Recheck Asset Account, Expense Account, Cogs Account, and Revenue Account. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Item Class now appears under the expected Name, and Code.

After the change: Open Items, and Tax Rules and confirm the Item Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review item classes

Brisk Item Classes list screen displayed with fictional documentation-demo data.
The Item Classes list screen in the Brisk documentation demo.

Use the Item Classes list to find the correct record before opening or changing it. Compare Name, and Code. Records with similar names or numbers can still belong to different Asset Account, Expense Account, Cogs Account, and Revenue Account.

Open the Item Class whose Name, and Code match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Fields and business rules

Brisk stores 7 user-relevant fields for this Item Class, including 4 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Name Yes Human-readable name for this item class.
Code No Short code used to identify this item class.
Can Be Manufactured No Whether the can be manufactured option applies to this item class.
Asset Account No Maps the inventory asset account for items of this class (if configured).
Expense Account No Maps the expense account for items of this class (if configured).
Cogs Account No Maps the cost of goods sold account for items of this class (if configured).
Revenue Account No Maps the revenue account for items of this class (if configured).

What happens next

Open Items, and Tax Rules and confirm the Item Class appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

Items

Items

Purpose and when to use this record

Brisk Items overview screen displayed with fictional documentation-demo data.
The Items overview screen in the Brisk documentation demo.
Brisk Items overview screen displayed with fictional documentation-demo data.
The Items overview screen in the Brisk documentation demo.

Maintain the shared product or service definition used by purchasing, inventory, pricing, sales, and manufacturing.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on items. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Asset Account, Expense Account, Cogs Account, Revenue Account, and Default Tax records ready first. Those selections determine where this Item belongs and which later screens can find it.

Find and review items

Brisk Items list screen displayed with fictional documentation-demo data.
The Items list screen in the Brisk documentation demo.

Use the Items list to find the correct record before opening or changing it. Compare Name, Item Code, and Barcode. Records with similar names or numbers can still belong to different Item Class, Vendor, Location, Purchase Uom, Sales Uom, and Stock Uom, plus the remaining screen fields.

Open the Item whose Name, Item Code, and Barcode match the task. If it is missing, clear the list filters and recheck Item Class, Vendor, Location, Item Type, Commission Type, and Pricing Locked rather than creating a replacement immediately.

Create an Item

Brisk Items create screen displayed with fictional documentation-demo data.
The Items create screen in the Brisk documentation demo.

Create an Item after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

  1. Select the business context first: Item Class, Vendor, Location, Purchase Uom, Sales Uom, and Stock Uom, plus the remaining screen fields.

  2. Enter the required identifying and operational values: Name, Cost, Sales Price, Asset Account, Expense Account, and Cogs Account, plus the remaining screen fields.

  3. Review Item Type, Commission Type, Contract Restricted, Pricing Locked, Point Of Sale Favorite, and Auto-Prompt Foodservice Options, plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Item, then confirm Name, Item Code, Barcode, and Point Of Sale Label on its detail page before continuing.

After saving: Verify this Item in Adjustment Lines, Alternate Items, Ingredient Information, and Inventory Items Credited, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete an Item

Delete this Item only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Adjustment Lines, Alternate Items, Ingredient Information, Inventory Items Credited, and Inventory Items Recevied, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, Item Code, Barcode, and Point Of Sale Label. After confirmation, return to the Items list and make sure only the intended Item was removed.

Review Item details

Use the detail page as the shared record of what this Item currently means. Verify Item Type, Commission Type, Commission Amount Per Sales Uom, and Pricing Locked before relying on it for a decision.

Follow Item Class, Vendor, Location, Purchase Uom, Sales Uom, and Stock Uom, plus the remaining screen fields to determine whether the issue is on this Item or on one of those linked records.

Next check: Verify this Item in Adjustment Lines, Alternate Items, Ingredient Information, and Inventory Items Credited, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Edit an existing Item

Edit this Item to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

  1. Open the detail page. Compare Item Class, Vendor, Location, Purchase Uom, Sales Uom, and Stock Uom, plus the remaining screen fields with the supporting document or approved request.

  2. Recheck Item Type, Cost, Sales Price, Replacement Cost, Vendor, and Case Cost, plus the remaining screen fields. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Item now appears under the expected Item Type, Commission Type, and Pricing Locked.

After the change: Verify this Item in Adjustment Lines, Alternate Items, Ingredient Information, and Inventory Items Credited, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Fields and business rules

Brisk stores 36 user-relevant fields for this Item, including 11 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Name Yes Human-readable name for this item.
Description No Description of this item.
Item Code No Short code used to identify this item.
Item Type No The item type recorded for this item. Available values: Inventory, Non-Inventory, Special Order, Service, Manufactured.
Item Class No The item class associated with this item.
Cost Yes 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.
Sales Price Yes 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 No The msrp value recorded for this item.
Replacement Cost No 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 No The barcode recorded for this item.
Vendor No The vendor associated with this item.
Location No The location associated with this item.
Weight No 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 No Unit of measure used when purchasing the item from a vendor.
Sales Uom No Unit of measure used when selling the item to a customer.
Stock Uom No Unit of measure used internally for stock management.
Case Cost No Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity.
Case Quantity No 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 No Set this value to the lowest number of items that should be in stock before reordering.
Maximum Quantity No Set this value to the highest number of items that should be in stock before taking action.
Asset Account Yes The asset account associated with this item.
Expense Account Yes The expense account associated with this item.
Cogs Account Yes The cogs account associated with this item.
Revenue Account Yes The revenue account associated with this item.
Default Tax Yes The default tax associated with this item.
Commission Type No Controls how salesperson commission is calculated for this item. Available values: Percentage of Gross Profit, Dollar Amount per Sales UOM.
Commission % (Gp) No Defines commission percentage paid to salesperson on gross profit of item sales.
Commission Amount Per Sales Uom No Defines fixed dollar commission paid per item sales unit of measure.
Contract Restricted No If this field is enabled, this item will not be sellable unless the customer has an active contract for it.
Pricing Locked No If this field is enabled, this item will appear as price-locked on price scheduling screens.
Point Of Sale Favorite 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 No Optionally determines the order of this button on the point-of-sale favorites tab.
Point Of Sale Label No 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.
Auto-Prompt Foodservice Options No When enabled in foodservice POS mode, the item opens its kitchen options popup immediately after it is added.
Tonnage Taxable No Enable for items that should be included in tonnage tax reporting when the seller is responsible for the tonnage tax.
Memo No The memo recorded for this item.

What happens next

Verify this Item in Adjustment Lines, Alternate Items, Ingredient Information, and Inventory Items Credited, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

Locations

Locations

Purpose and when to use this record

Maintain physical bin, aisle, yard, or shelf identifiers used to locate inventory within operations.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on locations. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a location

Brisk Locations create screen displayed with fictional documentation-demo data.
The Locations create screen in the Brisk documentation demo.

Create a location after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

  1. Select the business context first: Warehouse.

  2. Enter the required identifying and operational values: Name.

  3. Review Description against the source document or approved setup decision.

  4. Save the location, then confirm Name on its detail page before continuing.

After saving: Verify this location in Items before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete a location

Delete this location only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Items. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name. After confirmation, return to the Locations list and make sure only the intended location was removed.

Review location details

Brisk Locations detail screen displayed with fictional documentation-demo data.
The Locations detail screen in the Brisk documentation demo.

Use the detail page as the shared record of what this location currently means. Verify Name, Description, and Warehouse before relying on it for a decision.

Follow Warehouse to determine whether the issue is on this location or on one of those linked records.

Next check: Verify this location in Items before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Edit an existing location

Edit this location to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

  1. Open the detail page. Compare Warehouse with the supporting document or approved request.

  2. Recheck Warehouse. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the location now appears under the expected Name.

After the change: Verify this location in Items before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review locations

Brisk Locations list screen displayed with fictional documentation-demo data.
The Locations list screen in the Brisk documentation demo.

Use the Locations list to find the correct record before opening or changing it. Compare Name. Records with similar names or numbers can still belong to different Warehouse.

Open the location whose Name match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Fields and business rules

Brisk stores 3 user-relevant fields for this location, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Name Yes Human-readable name for this location.
Description No Description of this location.
Warehouse No The warehouse associated with this location.

What happens next

Verify this location in Items before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

Price Rules

Price Rules

Purpose and when to use this record

Brisk Price Rules overview screen displayed with fictional documentation-demo data.
The Price Rules overview screen in the Brisk documentation demo.

Review the conditional pricing rules that select a price from customer, quantity, schedule, item, and date context.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on price rules. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Customer Class records ready first. Those selections determine where this price rule belongs and which later screens can find it.

Review price rule details

Use the detail page as the shared record of what this price rule currently means. Verify Rule Base, and Modifier before relying on it for a decision.

Follow Customer Class, and Item to determine whether the issue is on this price rule or on one of those linked records.

Next check: Use Customer Class, and Item to interpret this price rule. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

Fields and business rules

Brisk stores 8 user-relevant fields for this price rule, including 2 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Customer Class Yes The customer class associated with this price rule.
Item No Links this price rule to the selected Item; verify the relationship before saving.
Rule Base Yes Use this field to determine whether to mark up from cost or mark down from MSRP. Available values: Cost, MSRP.
Rule Value No 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 Yes This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. Available values: Percent, Margin.
Value Yes The value value recorded for this price rule.
Calculated Price No The calculated price value recorded for this price rule.
Info No Automatic pricing systems in Brisk will annotate their calculations here.

What happens next

Use Customer Class, and Item to interpret this price rule. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

Common mistakes and troubleshooting

Price Schedules

Price Schedules

Purpose and when to use this record

Define a named set of item prices that can be assigned to customers or business situations.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on price schedules. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Warehouse records ready first. Those selections determine where this Price Schedule belongs and which later screens can find it.

Create a Price Schedule

Brisk Price Schedules create screen displayed with fictional documentation-demo data.
The Price Schedules create screen in the Brisk documentation demo.

Create a Price Schedule only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

  1. Select the business context first: Warehouse, and Previous.

  2. Enter the required identifying and operational values: Beginning Date, Ending Date, and Warehouse.

  3. Review Active deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Price Schedule, then confirm Beginning Date, Ending Date, and Label on its detail page before continuing.

After saving: Open Price Schedule Items, and Price Schedules and confirm the Price Schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a Price Schedule

Delete this Price Schedule only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Price Schedule Items, and Price Schedules. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Beginning Date, Ending Date, and Label. After confirmation, return to the Price Schedules list and make sure only the intended Price Schedule was removed.

Review Price Schedule details

Use the detail page as the shared record of what this Price Schedule currently means. Verify Beginning Date, Ending Date, and Active before relying on it for a decision.

Follow Warehouse, and Previous to determine whether the issue is on this Price Schedule or on one of those linked records.

Next check: Open Price Schedule Items, and Price Schedules and confirm the Price Schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Price Schedule

Edit this Price Schedule when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

  1. Open the detail page. Compare Warehouse, and Previous with the supporting document or approved request.

  2. Recheck Beginning Date, Ending Date, Warehouse, and Active. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Price Schedule now appears under the expected Active.

After the change: Open Price Schedule Items, and Price Schedules and confirm the Price Schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review price schedules

Brisk Price Schedules list screen displayed with fictional documentation-demo data.
The Price Schedules list screen in the Brisk documentation demo.

Use the Price Schedules list to find the correct record before opening or changing it. Compare Beginning Date, and Ending Date. Records with similar names or numbers can still belong to different Warehouse, and Previous.

Open the Price Schedule whose Beginning Date, and Ending Date match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 6 user-relevant fields for this Price Schedule, including 2 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Beginning Date Yes Records the date that this price schedule begins taking effect.
Ending Date Yes Records the date that this price schedule stops taking effect.
Label No Give this price schedule a specific name. If left blank, it will be labelled by its beginning date.
Warehouse Yes Sets the warehouse that this price schedule applies to.
Previous No Links to the price schedule that this one was copied from.
Active 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.

What happens next

Open Price Schedule Items, and Price Schedules and confirm the Price Schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

Purchase Orders

Purchase Orders

Purpose and when to use this record

Create and manage purchase orders from vendor commitment through partial or complete receiving.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on purchase orders. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Purchase

Create a Purchase only after confirming that the source document or operational event has not already been entered.

  1. Select the business context first: Vendor, Warehouse, Freight Vendor, and Parent.

  2. Enter the identifying values shown on the form, especially Purchase #, Status, Vendor, Warehouse, Date Created, and Ship Date, plus the remaining screen fields.

  3. Review Status, and Submitted To Vendor deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Purchase, then confirm Purchase #, Status, Date Created, and Ship Date on its detail page before continuing.

After saving: Send the approved order to the vendor, then receive actual deliveries against it; partial receipts should leave the unreceived balance open.

Delete a Purchase

Delete this Purchase only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Inventory Receipts, Inventory Records, Purchase Rows, and Transactions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Purchase #, Status, Date Created, and Ship Date. After confirmation, return to the Purchase Orders list and make sure only the intended Purchase was removed.

Review Purchase details

Purchase order DOC-PO-1001 showing partially received status, the fictional vendor, warehouse, and filter cartridge line.
A fictional purchase order after six of ten items have been received.

Use the detail page as the shared record of what this Purchase currently means. Verify Status, Date Created, Ship Date, Subtotal, and Total before relying on it for a decision.

Follow Vendor, Warehouse, Freight Vendor, and Parent to determine whether the issue is on this Purchase or on one of those linked records.

Next check: Send the approved order to the vendor, then receive actual deliveries against it; partial receipts should leave the unreceived balance open.

Edit an existing Purchase

Brisk Purchase Orders update screen displayed with fictional documentation-demo data.
The Purchase Orders update screen in the Brisk documentation demo.

Edit this Purchase to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

  1. Open the detail page. Compare Vendor, Warehouse, Freight Vendor, and Parent with the supporting document or approved request.

  2. Recheck Status, Vendor, Warehouse, Date Created, Ship Date, and Subtotal, plus the remaining screen fields. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Purchase now appears under the expected Status.

After the change: Send the approved order to the vendor, then receive actual deliveries against it; partial receipts should leave the unreceived balance open.

Find and review purchase orders

Brisk Purchase Orders list screen displayed with fictional documentation-demo data.
The Purchase Orders list screen in the Brisk documentation demo.

Use the Purchase Orders list to find the correct record before opening or changing it. Compare Purchase #, Status, Date Created, and Ship Date. Records with similar names or numbers can still belong to different Vendor, Warehouse, Freight Vendor, and Parent.

Open the Purchase whose Purchase #, Status, Date Created, and Ship Date match the task. If it is missing, clear the list filters and recheck Vendor, Warehouse, Ship Date, and Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 13 user-relevant fields for this Purchase, including 4 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Purchase # No The purchase # recorded for this purchase.
Status No Current status of this purchase. Available values: Draft, Submitted, Partially Received, Received, Overridden.
Vendor No The vendor associated with this purchase.
Warehouse No The warehouse associated with this purchase.
Date Created No Date and time recorded for date created on this purchase.
Ship Date No The date that this purchase order is scheduled to ship from the vendor.
Submitted To Vendor No Whether the submitted to vendor option applies to this purchase.
Memo No The memo recorded for this purchase.
Subtotal No The sub total value recorded for this purchase.
Freight No The total freight cost for this purchase order. This value is copied to receiving tickets created from the purchase order.
Freight Vendor No Sets the freight vendor associated with this purchase order; assumed to be FOB if left blank.
Total No The total value recorded for this purchase.
Parent No Parent purchase in the hierarchy.

What happens next

Send the approved order to the vendor, then receive actual deliveries against it; partial receipts should leave the unreceived balance open.

Common mistakes and troubleshooting

Units Of Measure

Units Of Measure

Purpose and when to use this record

Brisk Units Of Measure overview screen displayed with fictional documentation-demo data.
The Units Of Measure overview screen in the Brisk documentation demo.

Define the units in which items are bought, stocked, produced, and sold, including their role in quantity conversion.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on units of measure. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create an Unit of Measure

Brisk Units Of Measure create screen displayed with fictional documentation-demo data.
The Units Of Measure create screen in the Brisk documentation demo.

Create an Unit of Measure after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

  1. Select the business context first.

  2. Enter the required identifying and operational values: Name.

  3. Review Weight against the source document or approved setup decision.

  4. Save the Unit of Measure, then confirm Name on its detail page before continuing.

After saving: Verify this Unit of Measure in Commodity Items, Discount Schedules, Item Assemblies, and Item Assembly Lines, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete an Unit of Measure

Delete this Unit of Measure only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Commodity Items, Discount Schedules, Item Assemblies, Item Assembly Lines, and Item Rows, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name. After confirmation, return to the Units of Measure list and make sure only the intended Unit of Measure was removed.

Review Unit of Measure details

Brisk Units Of Measure detail screen displayed with fictional documentation-demo data.
The Units Of Measure detail screen in the Brisk documentation demo.

Use the detail page as the shared record of what this Unit of Measure currently means. Verify Name, and Weight before relying on it for a decision.

Compare the Unit of Measure with its source document or approved setup request before deciding that it needs correction.

Next check: Verify this Unit of Measure in Commodity Items, Discount Schedules, Item Assemblies, and Item Assembly Lines, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Edit an existing Unit of Measure

Edit this Unit of Measure to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

  1. Open the detail page. Compare Name with the supporting document or approved request.

  2. Recheck the identifying information shown on the screen. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Unit of Measure now appears under the expected Name.

After the change: Verify this Unit of Measure in Commodity Items, Discount Schedules, Item Assemblies, and Item Assembly Lines, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Fields and business rules

Brisk stores 2 user-relevant fields for this Unit of Measure, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Name Yes Human-readable name for this unit of measure.
Weight No Can be used to automatically set item weights for shipping purposes.

What happens next

Verify this Unit of Measure in Commodity Items, Discount Schedules, Item Assemblies, and Item Assembly Lines, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting

Vendor Credit Memos

Vendor Credit Memos

Purpose and when to use this record

Record a vendor-issued credit for returned goods, pricing corrections, or other reductions to payables.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on vendor credit memos. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Vendor Credit Memo

Create a Vendor Credit Memo only after confirming that the source document or operational event has not already been entered.

  1. Select the business context first: Vendor, and Warehouse.

  2. Enter the required identifying and operational values: Inventory Returned.

  3. Review Status, Inventory Returned, Edit Locked, and Processed deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the Vendor Credit Memo, then confirm Status, Credit Memo / Invoice #, and Date Created on its detail page before continuing.

After saving: Apply the credit to the appropriate vendor invoice or payable balance and retain the connection to the returned or corrected purchase.

Delete a Vendor Credit Memo

Delete this Vendor Credit Memo only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Expense Rows, Inventory Items Credited, Inventory Records, Transactions, and Vendor Credit Memo Applications, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Status, Credit Memo / Invoice #, and Date Created. After confirmation, return to the Vendor Credit Memos list and make sure only the intended Vendor Credit Memo was removed.

Review Vendor Credit Memo details

Use the detail page as the shared record of what this Vendor Credit Memo currently means. Verify Status, Date Created, Edit Locked, Subtotal, Total, and Processed before relying on it for a decision.

Follow Vendor, and Warehouse to determine whether the issue is on this Vendor Credit Memo or on one of those linked records.

Next check: Apply the credit to the appropriate vendor invoice or payable balance and retain the connection to the returned or corrected purchase.

Edit an existing Vendor Credit Memo

Edit this Vendor Credit Memo to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

  1. Open the detail page. Compare Vendor, and Warehouse with the supporting document or approved request.

  2. Recheck Status, Vendor, Warehouse, Date Created, Edit Locked, and Subtotal, plus the remaining screen fields. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the Vendor Credit Memo now appears under the expected Status, Edit Locked, and Processed.

After the change: Apply the credit to the appropriate vendor invoice or payable balance and retain the connection to the returned or corrected purchase.

Find and review vendor credit memos

Brisk Vendor Credit Memos list screen displayed with fictional documentation-demo data.
The Vendor Credit Memos list screen in the Brisk documentation demo.

Use the Vendor Credit Memos list to find the correct record before opening or changing it. Compare Status, Credit Memo / Invoice #, and Date Created. Records with similar names or numbers can still belong to different Vendor, and Warehouse.

Open the Vendor Credit Memo whose Status, Credit Memo / Invoice #, and Date Created match the task. If it is missing, clear the list filters and recheck Status, Edit Locked, and Processed rather than creating a replacement immediately.

Fields and business rules

Brisk stores 12 user-relevant fields for this Vendor Credit Memo, including 2 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Status No Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. Available values: Draft, Complete.
Vendor No The vendor associated with this vendor credit memo.
Credit Memo / Invoice # No Vendor-provided credit memo or invoice reference number.
Inventory Returned Yes 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 No Indicates which warehouse from which this credit memo will remove inventory.
Date Created No Date and time recorded for date created on this vendor credit memo.
Memo No A free-text field that can be used to record any notes or additional information.
Edit Locked No Whether the edit locked option applies to this vendor credit memo.
Subtotal No The dollar amount of inventory returned on this receipt before restocking fees and other adjustments.
Adjustments No The dollar amount of any restocking fees or other adjustments charged by the vendor.
Total No The total dollar amount for this inventory receipt.
Processed No A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo.

What happens next

Apply the credit to the appropriate vendor invoice or payable balance and retain the connection to the returned or corrected purchase.

Common mistakes and troubleshooting

Warehouses

Warehouses

Purpose and when to use this record

Define the operating locations that own inventory, transactions, defaults, and warehouse-specific accounting activity.

At a glance

Before you begin

You need the Brisk permission for the action you are taking on warehouses. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a warehouse

Brisk Warehouses create screen displayed with fictional documentation-demo data.
The Warehouses create screen in the Brisk documentation demo.

Create a warehouse after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

  1. Select the business context first: Division, and Write-Off Account.

  2. Enter the required identifying and operational values: Name.

  3. Review On Hold deliberately; these choices control availability or workflow rather than merely describing the record.

  4. Save the warehouse, then confirm Name, and Warehouse # on its detail page before continuing.

After saving: Verify this warehouse in Accounts, Deposit Balancing Transactions, Deposits, and Expense/Asset Categories, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Delete a warehouse

Delete this warehouse only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Accounts, Deposit Balancing Transactions, Deposits, Expense/Asset Categories, and Inventory Adjustments, plus the remaining screen fields. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, and Warehouse #. After confirmation, return to the Warehouses list and make sure only the intended warehouse was removed.

Review warehouse details

Brisk Warehouses detail screen displayed with fictional documentation-demo data.
The Warehouses detail screen in the Brisk documentation demo.

Use the detail page as the shared record of what this warehouse currently means. Verify Name, Warehouse #, Division, and Description before relying on it for a decision.

Follow Division, and Write-Off Account to determine whether the issue is on this warehouse or on one of those linked records.

Next check: Verify this warehouse in Accounts, Deposit Balancing Transactions, Deposits, and Expense/Asset Categories, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Find and review warehouses

Brisk Warehouses list screen displayed with fictional documentation-demo data.
The Warehouses list screen in the Brisk documentation demo.

Use the Warehouses list to find the correct record before opening or changing it. Compare Name, and Warehouse #. Records with similar names or numbers can still belong to different Division, and Write-Off Account.

Open the warehouse whose Name, and Warehouse # match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Edit an existing warehouse

Edit this warehouse to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

  1. Open the detail page. Compare Division, and Write-Off Account with the supporting document or approved request.

  2. Recheck Warehouse #. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

  3. Save the change, return to the list, and confirm that the warehouse now appears under the expected Name, and Warehouse #.

After the change: Verify this warehouse in Accounts, Deposit Balancing Transactions, Deposits, and Expense/Asset Categories, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Fields and business rules

Brisk stores 6 user-relevant fields for this warehouse, including 2 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field Required What it controls
Name Yes Human-readable name for this warehouse.
Warehouse # No A warehouse's numeric designation.
Division No The division associated with this warehouse.
Description No Description of this warehouse.
Write-Off Account No The write-off account associated with this warehouse.
On Hold No If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity.

What happens next

Verify this warehouse in Accounts, Deposit Balancing Transactions, Deposits, and Expense/Asset Categories, plus the remaining screen fields before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.

Common mistakes and troubleshooting