Products

Products

Purpose and when to use this record

Control how a Brisk inventory item is described, priced, categorized, imaged, and made available in a storefront.

At a glance

• Identify it by: Store, Item, Slug, and Short Description.

• Check its business context: Store, Item, and Default Fulfillment Warehouse.

• Why care: Store, publication, consent, payment, and fulfillment states affect what customers see and what staff must act on; check the correct store before saving.

• Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on products. 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 Store, and Item records ready first. Those selections determine where this Product belongs and which later screens can find it.

Create a Product

Create a Product 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.

1. Select the business context first: Store, Item, and Default Fulfillment Warehouse.

2. Enter the required identifying and operational values: Store, and Item.

3. Review Is Published, Featured, Allow Backorder, Allow Shipping, Allow Pickup, and Allow Drop Ship deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Product, then confirm Created by, Last modified by, Custom fields, Deleted at, Store, and Item, plus the remaining screen fields on its detail page before continuing.

After saving: Preview the storefront listing and confirm price, availability, imagery, collections, and publication state before promoting it.

Delete a Product

Delete this Product 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.

If the record is merely obsolete, use Is Published to remove it from future use while preserving existing references.

Before confirming, check for related Collections, and Product Images. 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 Store, Item, Slug, and Short Description. After confirmation, return to the Products list and make sure only the intended Product was removed.

Review Product details

Use the detail page as the shared record of what this Product currently means. Verify Store, Item, Slug, and Short Description before relying on it for a decision.

Follow Store, Item, and Default Fulfillment Warehouse to determine whether the issue is on this Product or on one of those linked records.

Next check: Preview the storefront listing and confirm price, availability, imagery, collections, and publication state before promoting it.

Edit an existing Product

Edit this Product to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare Store, Item, and Default Fulfillment Warehouse with the supporting document or approved request.

2. Recheck Is Published, Sale Price, Compare At Price, Default Fulfillment Warehouse, Min Order Quantity, and Max Order Quantity. These values are most likely to change storefront visibility, customer communication, payment, or fulfillment.

3. Save the change, return to the list, and confirm that the Product now appears under the expected Is Published.

After the change: Preview the storefront listing and confirm price, availability, imagery, collections, and publication state before promoting it.

Find and review products

Use the Products list to find the correct record before opening or changing it. Compare Store, Item, Slug, and Short Description. Records with similar names or numbers can still belong to different Store, Item, and Default Fulfillment Warehouse.

• Keyword search checks Name, Item Code, Slug, and Short Description.

• Narrow the list with Store, and Item filters.

• The initial order emphasizes Name. Select a column heading when you need a different comparison.

Open the Product whose Store, Item, Slug, and Short Description match the task. If it is missing, clear the list filters and recheck Store, Item, and Is Published rather than creating a replacement immediately.

Fields and business rules

Brisk stores 20 user-relevant fields for this Product, including 3 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
Store	Yes	The store associated with this product listing.
Item	Yes	The item associated with this product listing.
Slug	No	URL-safe identifier for this product listing.
Short Description	No	The short description recorded for this product listing.
Description	No	Description of this product listing.
Seo Title	No	The SEO title recorded for this product listing.
Meta Description	No	The meta description recorded for this product listing.
Seo Keywords	No	Comma-separated focus keywords used for storefront SEO guidance and search metadata.
Featured Image	No	File stored as featured image for this product listing.
Is Published	No	Whether this product listing is published.
Featured	No	Whether the featured option applies to this product listing.
Sale Price	No	The sale price value recorded for this product listing.
Compare At Price	No	The compare at price value recorded for this product listing.
Allow Backorder	No	Whether this product listing allows backorder.
Allow Shipping	No	Whether this product listing allows shipping.
Allow Pickup	No	Whether this product listing allows pickup.
Allow Drop Ship	No	Whether this product listing allows drop ship.
Default Fulfillment Warehouse	No	The default fulfillment warehouse associated with this product listing.
Min Order Quantity	No	The min order quantity value recorded for this product listing.
Max Order Quantity	No	The max order quantity value recorded for this product listing.

What happens next

Preview the storefront listing and confirm price, availability, imagery, collections, and publication state before promoting it.

Common mistakes and troubleshooting

• The record will not save: Recheck Store, and Item and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Is Published, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Store, Item, and Default Fulfillment Warehouse from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.