Customers

Customers 
 Purpose and when to use this record 
 Maintain the people and organizations that buy from the business, including billing, tax, pricing, credit, and contact defaults. 
 At a glance 
 
 
 Identify it by: Customer # , First Name , Last Name , Tax Code , and Last A/R Payment Date . 
 
 
 Check its business context: Division , Salesperson , Class , Freight Zone , and Discount Schedule . 
 
 
 Why care: These master records supply defaults and choices to later transactions. Correct duplicates and inactive records before staff build more activity on the wrong record. 
 
 
 Before you begin 
 You need the Brisk permission for the action you are taking on customers. 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 Class , Tax Code , Receivable Account , and Payment Terms records ready first. Those selections determine where this Customer belongs and which later screens can find it. 
 Create a Customer 
 The Customers create screen in the Brisk documentation demo. 
 Create a Customer 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. 
 
 
 Select the business context first: Division , Salesperson , Class , Freight Zone , Discount Schedule , and Tax Code , plus the remaining screen fields. 
 
 
 Enter the required identifying and operational values: First Name , Last Name , Class , Tax Code , Receivable Account , and Payment Terms . 
 
 
 Review Display As Company , Auto Invoice Email , Statement Email , Freight Option , Ignore Restrictions , and Active Prescription , plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record. 
 
 
 Save the Customer, then confirm Customer # , First Name , Last Name , Tax Code , and Last A/R Payment Date on its detail page before continuing. 
 
 
 After saving: Verify this Customer in Bookings , Contacts , Customer Addresses , and Customer Aging Snapshots , 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 Customer 
 Delete this Customer 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 Bookings , Contacts , Customer Addresses , Customer Aging Snapshots , and Customer Balance Import Lines , 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 Customer # , First Name , Last Name , Tax Code , and Last A/R Payment Date . After confirmation, return to the Customers list and make sure only the intended Customer was removed. 
 Review Customer details 
 The Customers detail screen in the Brisk documentation demo. 
 Use the detail page as the shared record of what this Customer currently means. Verify Freight Option , Active Prescription , Account Balance , Last A/R Payment Date , Last A/R Payment Amount , and Free On Board , plus the remaining screen fields before relying on it for a decision. 
 Follow Division , Salesperson , Class , Freight Zone , Discount Schedule , and Tax Code , plus the remaining screen fields to determine whether the issue is on this Customer or on one of those linked records. 
 Next check: Verify this Customer in Bookings , Contacts , Customer Addresses , and Customer Aging Snapshots , 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 Customer 
 Edit this Customer to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached. 
 
 
 Open the detail page. Compare Division , Salesperson , Class , Freight Zone , Discount Schedule , and Tax Code , plus the remaining screen fields with the supporting document or approved request. 
 
 
 Recheck Customer # , Class , Freight Option , Active Prescription , Receivable Account , and Account Balance , plus the remaining screen fields. These values are most likely to change future transactions, defaults, assignment, pricing, and reporting. 
 
 
 Save the change, return to the list, and confirm that the Customer now appears under the expected Freight Option , Active Prescription , Free On Board , and Preferred Tender . 
 
 
 After the change: Verify this Customer in Bookings , Contacts , Customer Addresses , and Customer Aging Snapshots , 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 customers 
 The Customers list screen in the Brisk documentation demo. 
 Use the Customers list to find the correct record before opening or changing it. Compare Customer # , First Name , Last Name , Tax Code , Last A/R Payment Date , and Account Number , plus the remaining screen fields. Records with similar names or numbers can still belong to different Division , Salesperson , Class , Freight Zone , Discount Schedule , and Tax Code , plus the remaining screen fields. 
 
 Keyword search checks Display Name , First Name , Last Name , Address Line 1 , Address Line 2 , and City , plus the remaining screen fields. 
 
 Open the Customer whose Customer # , First Name , Last Name , Tax Code , Last A/R Payment Date , and Account Number , plus the remaining screen fields match the task. If it is missing, clear the list filters and recheck Freight Option , Active Prescription , Free On Board , and Preferred Tender rather than creating a replacement immediately. 
 Fields and business rules 
 Brisk stores 42 user-relevant fields for this Customer, including 8 linked-record selections and 3 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference. 
 
 
 
 Field 
 Required 
 What it controls 
 
 
 
 
 Customer # 
 No 
 A customer's unique ID number. Leave this field blank for the system to generate one automatically. 
 
 
 First Name 
 Yes 
 The first name recorded for this customer. 
 
 
 Last Name 
 Yes 
 The last name recorded for this customer. 
 
 
 Company 
 No 
 The company recorded for this customer. 
 
 
 Display As Company 
 No 
 Whether the display as company option applies to this customer. 
 
 
 Division 
 No 
 The division associated with this customer. 
 
 
 Address Line 1 
 No 
 The address line 1 recorded for this customer. 
 
 
 Address Line 2 
 No 
 The address line 2 recorded for this customer. 
 
 
 City 
 No 
 The city recorded for this customer. 
 
 
 State 
 No 
 The state recorded for this customer. 
 
 
 Zip 
 No 
 The zip recorded for this customer. 
 
 
 Phone 
 No 
 The phone recorded for this customer. 
 
 
 Fax 
 No 
 The fax recorded for this customer. 
 
 
 Email 
 No 
 The email recorded for this customer. 
 
 
 Auto Invoice Email 
 No 
 If enabled, the system will attempt to automatically email receipts to this customer at their specified email address. 
 
 
 Statement Email 
 No 
 If enabled, the system will attempt to email statements to this customer at their specified email address. 
 
 
 Salesperson 
 No 
 The salesperson associated with this customer. 
 
 
 Class 
 Yes 
 The class associated with this customer. 
 
 
 Freight Zone 
 No 
 The freight zone associated with this customer. 
 
 
 Freight Option 
 No 
 The freight option recorded for this customer. Available values: Line Item, Distributed, Other. 
 
 
 Discount Schedule 
 No 
 The discount schedule associated with this customer. 
 
 
 Tax Code 
 Yes 
 The tax code associated with this customer. 
 
 
 Ignore Restrictions 
 No 
 If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. 
 
 
 Active Prescription 
 No 
 If enabled, this customer can be selected on sales invoices when prescription restriction is active. 
 
 
 Credit Limit 
 No 
 The credit limit value recorded for this customer. 
 
 
 Credit Hold 
 No 
 If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. 
 
 
 Receivable Account 
 Yes 
 The receivable account associated with this customer. 
 
 
 Account Balance 
 No 
 The account balance value recorded for this customer. 
 
 
 Last A/R Payment Date 
 No 
 Date and time recorded for last a/r payment date on this customer. 
 
 
 Last A/R Payment Amount 
 No 
 The last a/r payment amount value recorded for this customer. 
 
 
 Written Off 
 No 
 If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. 
 
 
 Exclude From Statements 
 No 
 If enabled, this customer will be skipped during batch customer statement creation and statement emailing for manual statement handling. 
 
 
 Finance Charge Exempt 
 No 
 If enabled, this customer will not accrue finance charges regardless of payment terms. 
 
 
 Payment Terms 
 Yes 
 The payment terms associated with this customer. 
 
 
 Account Number 
 No 
 An optional field that allows storage of a legacy customer account number or other identifying account information. 
 
 
 Allow Cash Discount 
 No 
 If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. 
 
 
 Free On Board 
 No 
 The free on board recorded for this customer. Available values: Shipping Point, Destination Point. 
 
 
 Labor Rate 
 No 
 Sets the default labor rate for the service customer in the service module. 
 
 
 Display Name 
 No 
 The display name recorded for this customer. 
 
 
 Customer Pays Tonnage Tax 
 No 
 Enable for customers that use the product for manufacturing, resale, or other non-end-user purposes and therefore pay their own tonnage tax. 
 
 
 Preferred Tender 
 No 
 The customer will have this payment method selected by default when making a sale. Available values: Cash, Check, Debit Card, Credit Card, Customer Account. 
 
 
 Detailed Statements 
 No 
 If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. 
 
 
 
 What happens next 
 Verify this Customer in Bookings , Contacts , Customer Addresses , and Customer Aging Snapshots , 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 
 
 
 The record will not save: Recheck First Name , Last Name , Class , Tax Code , Receivable Account , and Payment Terms 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 Division , Salesperson , Class , Freight Zone , Discount Schedule , and Tax Code , plus the remaining screen fields from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.