Item Rows
Item Rows
Purpose and when to use this record
Review the item, quantity, unit, price, tax, options, and fulfillment state of individual sales lines.
At a glance
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Identify it by: Item, Quantity, Uom, and Cost.
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Check its business context: Item, Uom, Tax Category, Sale Link, and Contract #.
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Why care: Customer, warehouse, quantities, prices, tax, payment, and fulfillment represent different parts of the transaction. Review each before treating the sale as complete.
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Why care: Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.
Before you begin
You need the Brisk permission for the action you are taking on item rows. 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 Tax Category records ready first. Those selections determine where this item row belongs and which later screens can find it.
Find and review item rows
Use the Item Rows list to find the correct record before opening or changing it. Compare Item, Quantity, Uom, and Cost. Records with similar names or numbers can still belong to different Item, Uom, Tax Category, Sale Link, and Contract #.
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Narrow the list with Sale Link, Item, and Contract # filters.
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The date filter uses Date Created; choose a range that matches the business event you are reconciling.
Open the item row whose Item, Quantity, Uom, and Cost match the task. If it is missing, clear the list filters and recheck Sale Link, Item, Contract #, Date Created, and Consumed rather than creating a replacement immediately.
Fields and business rules
Brisk stores 15 user-relevant fields for this item row, including 5 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 | Links this item row to the selected Item; verify the relationship before saving. |
| Quantity | Yes | The quantity value recorded for this item row. |
| Uom | No | Links this item row to the selected Unit of Measure; verify the relationship before saving. |
| Cost | Yes | The cost value recorded for this item row. |
| Price | Yes | The price value recorded for this item row. |
| Total Price | Yes | The total price value recorded for this item row. |
| Description | Yes | Enter the item description here. |
| Tax Category | Yes | The tax category associated with this item row. |
| Tax Amount | No | The tax amount value recorded for this item row. |
| Sale Link | No | Parent item row in the hierarchy. |
| Consumed | No | Whether the consumed option applies to this item row. |
| Contract # | No | Records the item contract associated with this line item. |
| Foodservice Seat | No | The foodservice seat value recorded for this item row. |
| Foodservice Options | No | The foodservice options recorded for this item row. |
| Kitchen Instruction | No | The kitchen instruction recorded for this item row. |
What happens next
Use Item, Uom, Tax Category, Sale Link, and Contract # to interpret this item row. 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
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The record will not save: Recheck Quantity, Cost, Price, Total Price, Description, and Tax Category and any message beside the field. A required related record may also be inactive or unavailable to your role.
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The record saved but is not available where expected: Recheck Consumed, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
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The values look right but the result is wrong: Open Item, Uom, Tax Category, Sale Link, and Contract # from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.