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Foodservice Option Groups
Foodservice Option Groups Purpose and when to use this record Define an ordered group of foodservice choices, such as sizes or add-ons, and whether cashiers can use it. At a glance Identify it by: Group Name. Why care: Warehouse, item, unit, quantity, and ...
Inventory
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 Adjustments
Inventory Adjustments Purpose and when to use this record Correct on-hand inventory for a warehouse with an auditable reason, quantities, costs, and resulting accounting impact. At a glance Identify it by: Status, and Date Created. Check its business conte...
Items In Inventory
Items In Inventory Purpose and when to use this record The Items In Inventory overview screen in the Brisk documentation demo. The Items In Inventory overview screen in the Brisk documentation demo. Review an item’s on-hand and available quantities across ware...
Inventory Items Recevied
Inventory Items Recevied Purpose and when to use this record Review the individual items and quantities received across inventory receipts. At a glance Identify it by: Date Received. Check its business context: Receipt Link, Item, and Purchase Row. Why c...
Inventory Receipts
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 #. ...
Inventory Transfers
Inventory Transfers Purpose and when to use this record Move stock between warehouses while preserving the source, destination, item quantities, and transfer status. At a glance Identify it by: Status, and Date Created. Check its business context: From War...
Item Classes
Item Classes Purpose and when to use this record Group items for consistent reporting, defaults, pricing, and operational handling. At a glance Identify it by: Name, and Code. Check its business context: Asset Account, Expense Account, Cogs Account, and Re...
Items
Items Purpose and when to use this record The Items overview screen in the Brisk documentation demo. The Items overview screen in the Brisk documentation demo. Maintain the shared product or service definition used by purchasing, inventory, pricing, sales, and...
Locations
Locations Purpose and when to use this record Maintain physical bin, aisle, yard, or shelf identifiers used to locate inventory within operations. At a glance Identify it by: Name. Check its business context: Warehouse. Why care: Warehouse, item, unit, q...
Price Rules
Price Rules Purpose and when to use this record The Price Rules overview screen in the Brisk documentation demo. Review the conditional pricing rules that select a price from customer, quantity, schedule, item, and date context. At a glance Identify it by: C...
Price Schedules
Price Schedules Purpose and when to use this record Define a named set of item prices that can be assigned to customers or business situations. At a glance Identify it by: Beginning Date, Ending Date, and Label. Check its business context: Warehouse, and P...
Purchase Orders
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...
Units Of Measure
Units Of Measure Purpose and when to use this record The Units Of Measure overview screen in the Brisk documentation demo. Define the units in which items are bought, stocked, produced, and sold, including their role in quantity conversion. At a glance Ident...
Vendor Credit Memos
Vendor Credit Memos Purpose and when to use this record Record a vendor-issued credit for returned goods, pricing corrections, or other reductions to payables. At a glance Identify it by: Status, Credit Memo / Invoice #, and Date Created. Check its busines...
Warehouses
Warehouses Purpose and when to use this record Define the operating locations that own inventory, transactions, defaults, and warehouse-specific accounting activity. At a glance Identify it by: Name, and Warehouse #. Check its business context: Division, a...
Agencies
Agencies Purpose and when to use this record Maintain the law-enforcement and partner agencies referenced by cases, officers, evidence, transport, and dispatch work. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and acce...
Case Info Definitions
Case Info Definitions Purpose and when to use this record Define an additional case-information question or value that staff can record consistently across cases. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and access ...