Item Classes
Item Classes
Purpose and when to use this record
Group items for consistent reporting, defaults, pricing, and operational handling.
At a glance
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Identify it by: Name, and Code.
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Check its business context: Asset Account, Expense Account, Cogs Account, and Revenue Account.
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Why care: Warehouse, item, unit, quantity, and cost must describe the same physical movement. A wrong warehouse or unit can make availability and valuation misleading.
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
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.
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Select the business context first: Asset Account, Expense Account, Cogs Account, and Revenue Account.
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Enter the required identifying and operational values: Name.
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Review Can Be Manufactured deliberately; these choices control availability or workflow rather than merely describing the record.
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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
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.
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Open the detail page. Compare Asset Account, Expense Account, Cogs Account, and Revenue Account with the supporting document or approved request.
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Recheck Asset Account, Expense Account, Cogs Account, and Revenue Account. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.
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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
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.
- The initial order emphasizes Name. Select a column heading when you need a different comparison.
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
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The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.
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The values look right but the result is wrong: Open Asset Account, Expense Account, Cogs Account, and Revenue Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.