Item Classes

Item Classes

Purpose and when to use this record

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

At a glance

• Identify it by: Name, and Code.

• Check its business context: Asset Account, Expense Account, Cogs Account, and Revenue Account.

• 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 storespermission for the action you are taking on item classesclasses. asIf parta ofCreate, theEdit, inventoryor module.Delete This generated referencecontrol is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Create aan recordItem Class

TheCreate evidencean packetItem identifiesClass only when the viewexisting choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and sourcemake locationlater 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 thishistorical action.records Confirmwhen user-facingchanging stepsit beforewould approvingsplit or relabel prior reporting.

Delete an Item Class

Delete this page.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.

ViewReview recordItem Class details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Item Class currently means. Verify Name, Code, Can Be Manufactured, and sourceAsset locationAccount before relying on it for thisa action.decision.

Confirm

Follow user-facingAsset stepsAccount, beforeExpense approvingAccount, 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 recordsitem classes

The evidence packet identifiesUse the viewItem Classes list to find the correct record before opening or changing it. Compare Name, and sourceCode. locationRecords 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 action.Item ConfirmClass, user-facingincluding steps4 beforelinked-record approvingselections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

The

evidencetheviewandsourcelocation user-facingstepsbeforeapproving

Field	Required	What packetit identifiescontrols
Name	Yes	Human-readable name for this action.item Confirmclass.
Code	No	Short code used to identify this page.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.

DeleteCommon mistakes and troubleshooting

• 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.

• 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 recordtotal

  Theor evidencestatus packetto identifies the view and source locationcompensate for this action. Confirm user-facing steps before approving this page.it.