Core Records

Customer Classes Purpose and when to use this record Group customers so pricing, terms, reporting...

Customer Tax Codes Purpose and when to use this record Classify how a customer is taxed and which...

Customers Purpose and when to use this record Maintain the people and organizations that buy from...

Departments Purpose and when to use this record Group employees and activity into an operating de...

Discount Schedules Purpose and when to use this record Define a reusable customer or sales discou...

Divisions Purpose and when to use this record Separate business activity into reporting or operat...

Employees Purpose and when to use this record Maintain the worker record used for sales, time, pa...

Freight Zones Purpose and when to use this record Define a delivery area and its freight treatmen...

Fulfillment Methods Purpose and when to use this record Define the pickup, delivery, shipment, or...

Nav Cards Purpose and when to use this record Group related navigation links into a dashboard car...

Nav Links Purpose and when to use this record Define a destination within a navigation card, incl...

Salespeople Purpose and when to use this record The Salespeople overview screen in the Brisk docu...

Vendors Purpose and when to use this record Maintain suppliers and payees used for purchasing, re...