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Local Workstation Setup Purpose and when to use this screen Local Workstation Setup stores Point of Sale identity and cash-drawer selection in this browser on this machine. Use it for a fixed register, shared counter computer, or browser profile that should co...

Time Clock Purpose and when to use this screen Use Time Clock for the signed-in employee’s ordinary start and stop actions. The page displays the current clock state and the ten most recent entries so the employee can catch an obvious missed punch before it re...

Time Manager Purpose and when to use this screen Time Manager gives department managers a weekly view of employee punches and a controlled way to correct missing, overlapping, or inaccurate time. Superusers can work across departments; other managers can selec...

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...