Search Results

Data Import Purpose and when to use this screen Data Import loads supported CSV datasets while preserving a run record, row-level diagnostics, source-system identity, and dry-run/apply distinction. Use it for controlled migration or conversion—not as a shortcu...

Customer Receivable Payment Plans Purpose and when to use this record Schedule authorized collections against a customer’s receivable balance and track each run without duplicating payments. At a glance Identify it by: Start Date, Next Run Date, and End Date...

Setup Setup overview The Setup workspace related to this reference article. Setup controls how Brisk behaves across the organization, for an individual user, and on a specific workstation. It also contains user and supervisor access, notification setup, data m...

Customer Payment Methods Purpose and when to use this record Maintain a customer-authorized tokenized card or ACH method without storing raw payment credentials in Brisk. At a glance Identify it by: Nickname, and Status. Check its business context: Custome...

Receivables, Statements, and Finance Charges Purpose and when to use this screen These screens turn posted Receivable Transactions into collection analysis, customer statements, and finance charges. Use them after sales, payments, credits, write-offs, and cust...

Restock Form Purpose and when to use this screen Use the Restock Form to turn configured reorder levels into draft purchase orders for one warehouse. It is appropriate when item/vendor assignments and warehouse reorder and maximum quantities are already mainta...

Municipal License Operations Purpose and when to use this screen Municipal License Operations groups the daily queues and summaries used to move business applications into issued licenses, follow renewals and compliance, collect amounts due, and review municip...

Work Period Reports Purpose and when to use this screen Work Period Reports provides accounting and operating reports for a user-defined date range. Use it for close review, management analysis, and supporting detail when the built-in period buttons do not mat...

Offline POS Queue Purpose and when to use this screen The Offline POS Queue shows tickets stored in this browser when the register could not reach Brisk. Use it after connectivity returns, when Point of Sale reports queued work, or before clearing/replacing a ...

Point of Sale Purpose and when to use this screen Point of Sale is the cashier workspace for selecting a customer, scanning or searching items, applying permitted pricing and tax behavior, accepting tender, printing receipts, and handling foodservice tickets o...

Technician Workspace Purpose and when to use this screen Technician Workspace is the signed-in technician’s daily service landing page. It combines today’s schedule, the actionable work queue, upcoming bookings, timer state, leave requests, and notification-de...

Close Accounting Periods Purpose and when to use this screen Period close establishes operational and financial cutoffs and makes reports available from a stable boundary. Close from the smallest period outward: work periods first, then the month, then the yea...

Follow complete Brisk workflows using fictional sample data. These examples show how sales, inventory, purchasing, service, ecommerce, accounting, manufacturing, payments, and government records can remain connected from the first action through reporting and ...

This workflow follows a named customer order from entry through fulfillment, payment or receivable status, inventory activity, and financial review. The original request, customer PO, item rows, and downstream records remain traceable, so the next employee can...

This workflow follows a counter sale from the cashier’s cart through tender, receipt, inventory review, operating reports, and work-period close. It shows why checkout is only the first control point: the business must still explain stock movement, tender tota...

This workflow follows an on-account sale from its source transaction through aging, statement review, approved finance charges, safe collection, and balance application. It keeps the reason for the receivable visible while separating customer communication, pr...

This workflow follows a customer-facing storefront order into Brisk’s back-office order, payment review, fulfillment work, inventory history, and reporting. Checkout crosses a deliberate application boundary, but staff continue from the created Sale and Ecomme...

This workflow follows a reported service problem through the service order, booking, dispatch, technician activity, office review, billing, and payment. The office and technician continue from connected customer, equipment, schedule, time, parts, labor, and bi...