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Brisk Brisk overview The Brisk workspace related to this reference article. Brisk organizes operational work into shared master records, business transactions, focused task screens, reports, and setup. A customer or item may be reused across several modules, w...

Consolidation Consolidation overview The Consolidation workspace related to this reference article. Consolidation—shown in Brisk as Multi-Store Reporting—collects reporting data from participating stores, maps their local accounts into a common chart, and prod...

Ecommerce Ecommerce overview The Ecommerce workspace related to this reference article. Ecommerce presents Brisk products and content to online shoppers, captures orders and payment events, and supports consent-based customer communication. Storefront publicat...

Inventory Inventory overview The Inventory workspace related to this reference article. Inventory connects the shared definition of an item to the quantities, costs, and locations that change as goods are purchased, received, moved, adjusted, manufactured, and...

Inventory Receipts Purpose and when to use this record Record what actually arrived against a purchase order, including partial receipts, quantities, costs, and warehouse destination. At a glance Identify it by: Status, Date Created, and Vendor Invoice #. ...

Purchase Orders Purpose and when to use this record Create and manage purchase orders from vendor commitment through partial or complete receiving. At a glance Identify it by: Purchase #, Status, Date Created, and Ship Date. Check its business context: Ven...

Law Enforcement Law Enforcement overview The Law Enforcement workspace related to this reference article. Law Enforcement keeps operational and administrative records for cases, people and agencies, evidence, dispatch, activity logs, time, transportation, cert...

Management Management overview The Management workspace related to this reference article. Management contains the master records that give transactions their business context. Customers, vendors, employees, departments, divisions, tax codes, freight zones, fu...

Blueprint Types Purpose and when to use this record Classify assemblies and formulas for organization, filtering, and manufacturing behavior. At a glance Identify it by: Name. Why care: Confirm item, formula, unit, warehouse, quantity, and production state...

Manufacturing Manufacturing overview The Manufacturing workspace related to this reference article. Manufacturing turns inventory inputs into planned and completed outputs. It connects the formula or assembly definition, requested quantity, production schedule...

Municipal Municipal overview The Municipal workspace related to this reference article. Municipal connects businesses and people to licenses, applications, compliance work, tax filings, charges, payments, cemetery records, and statutory reporting. These record...

Email Payments Purpose and when to use this record Create and monitor a signed online payment request for a customer or sale, including allowed tenders, amount, and remote status. At a glance Identify it by: Status. Check its business context: Customer, an...

Emv Terminals Purpose and when to use this record Configure the processor terminal identity used for card-present payments and assign it to the correct user or workstation. At a glance Identify it by: Name, and Pairing Code. Why care: Customer, source docu...

Payments Payments overview The Payments workspace related to this reference article. Payments connects Brisk sales and customer receivables to card-present terminals, online payment links, stored payment methods, and scheduled collection. The processor is the ...

Payment Plans Purpose and when to use this record Review legacy or provider-managed amount, cadence, duration, and processor identifiers. These records are reference-only in Brisk-managed billing mode; use Customer Receivable Payment Plans for supported schedu...

Payment Subscriptions Purpose and when to use this record Review a provider-managed recurring subscription's customer, plan, amount, cadence, status, vault reference, and gateway identifier. These records are read-only in Brisk-managed billing mode. At a glanc...

Payroll Payroll overview The Payroll workspace related to this reference article. Payroll uses employee setup and approved time to calculate a pay-period result, obtain management approval, and post summarized payroll activity to accounting. Access is limited ...

Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Be...