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Email Templates Purpose and when to use this record Maintain reusable email subject and body content used when Brisk sends business documents or notifications. At a glance Identify it by: Name. Check its business context: Pdf Renderer. Why care: A report...

Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A repor...

Receipt Templates Purpose and when to use this record Maintain receipt layout and business text used for point-of-sale or transaction printing. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A report is only trustwo...

Report Charts Purpose and when to use this record Turn an advanced report into a chart by selecting label, value, grouping, sorting, series, and display options. At a glance Identify it by: Chart Title, Label Field, Label Subfield, and Show Values On Chart. ...

Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Beginning...

Cash Drawers Purpose and when to use this record Maintain the named registers or tills used to assign and reconcile point-of-sale cash activity. At a glance Identify it by: Name. Why care: Customer, warehouse, quantities, prices, tax, payment, and fulfillm...

Discount Periods Purpose and when to use this record Schedule a date-bounded percentage promotion and disable it without erasing its history. At a glance Identify it by: Begin Date, and End Date. Why care: Customer, warehouse, quantities, prices, tax, paym...

Foodservice Tables Purpose and when to use this record Maintain dining tables, seating capacity, display order, availability, and current server assignment. At a glance Identify it by: Table Name. Check its business context: Current Server. Why care: Cus...

Sales Sales overview The Sales workspace related to this reference article. Sales carries a customer transaction from an estimate or point-of-sale ticket through pricing, tax, tender, fulfillment, inventory movement, and receivables. Use the source sale and it...

Item Rows Purpose and when to use this record Review the item, quantity, unit, price, tax, options, and fulfillment state of individual sales lines. At a glance Identify it by: Item, Quantity, Uom, and Cost. Check its business context: Item, Uom, Tax Categ...

Payouts Purpose and when to use this record Record cash intentionally removed from a register for a business purpose and identify the employee responsible. At a glance Identify it by: Amount, Employee, Memo, and Processed. Check its business context: Emplo...

Quotes Purpose and when to use this record Prepare a customer estimate, track its approval status, and convert accepted lines and totals into a sale. At a glance Identify it by: Quote #, and Status. Check its business context: Customer, Salesperson, and Wa...

Returns Purpose and when to use this record Reverse eligible sale quantities and taxes, calculate fees, and track how much of the refund has been completed. At a glance Identify it by: Date Created, and Refund Status. Check its business context: Sale, Cust...

Sales Purpose and when to use this record Review the commercial transaction from item entry through tax, payment, fulfillment, receivables, and completion. At a glance Identify it by: Sale #, Date Created, Fulfillment Status, Payment Status, and Foodservice ...

Subscriptions Purpose and when to use this record Define a repeating customer sale, billing frequency, line items, and whether payment is direct or posted to receivables. At a glance Identify it by: Label. Check its business context: Customer, and Payment ...

Suspended Sales Purpose and when to use this record Preserve an unfinished point-of-sale ticket so it can be resumed without finalizing payment or inventory effects. At a glance Identify it by: Foodservice Ticket Number. Check its business context: Custome...

Bookings Purpose and when to use this record The Bookings overview screen in the Brisk documentation demo. Reserve service time for a customer, piece of equipment, technician, and planned work window before or alongside the service order. At a glance Identif...

Equipment Categories Purpose and when to use this record Maintain broad equipment groupings used for intake, filtering, and service reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts,...