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Divisions Purpose and when to use this record Separate business activity into reporting or operational divisions used by employees, customers, inventory, and transactions. At a glance Identify it by: Name, and Code. Why care: These master records supply de...

Employees Purpose and when to use this record Maintain the worker record used for sales, time, payroll, service, approvals, and accountability. At a glance Identify it by: Employee Code, First Name, and Last Name. Check its business context: User, and Depa...

Freight Zones Purpose and when to use this record Define a delivery area and its freight treatment so shipping charges can be applied consistently. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later transa...

Fulfillment Methods Purpose and when to use this record Define the pickup, delivery, shipment, or other handoff choices available to sales and ecommerce orders. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to...

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...

Nav Cards Purpose and when to use this record Group related navigation links into a dashboard card and control its label, icon, order, and availability. At a glance Identify it by: Title. Why care: These master records supply defaults and choices to later ...

Nav Links Purpose and when to use this record Define a destination within a navigation card, including its visible label, target, order, and access conditions. At a glance Identify it by: Url, Title, Description, and App. Why care: These master records sup...

Salespeople Purpose and when to use this record The Salespeople overview screen in the Brisk documentation demo. Connect sales activity to the responsible salesperson for assignment, customer service, and commission reporting. At a glance Identify it by: Fir...

Vendors Purpose and when to use this record Maintain suppliers and payees used for purchasing, receiving, vendor invoices, credits, payments, and 1099 reporting. At a glance Identify it by: Vendor #, Vendor Name, Account Number, and Coi Expiration Date. Ch...

Batch Export Records Purpose and when to use this record Review the audit record for a manufacturing batch exported to an external process or file. At a glance Identify it by: Success, Manufacturing Instance, Software, and File Path. Check its business con...

Batch Import Records Purpose and when to use this record Review the audit record for a manufacturing batch imported from an external process or file. At a glance Identify it by: Success, Manufacturing Instance, Software, and File Path. Check its business c...

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...

Item Assemblies Purpose and when to use this record Define an item assembly or formula, its inputs, quantities, outputs, and instructions for repeatable production. At a glance Identify it by: Manufactured Item, Manufactured Quantity, Manufactured Uom, and I...

Carriers Purpose and when to use this record Maintain the trucking or freight carriers used for commodity and manufacturing movements. At a glance Identify it by: Name. Why care: Confirm item, formula, unit, warehouse, quantity, and production state togeth...

Commodity Items Purpose and when to use this record Configure an item’s commodity-specific units, pricing, grading, or settlement behavior. At a glance Identify it by: Name, and Item Code. Check its business context: Purchase Uom, Sales Uom, Expense Accoun...

Commodity Sales Purpose and when to use this record Record the sale and movement of a commodity, including customer, quantity, pricing, carrier, and settlement details. At a glance Identify it by: Sale #, Date Created, Fulfillment Status, Payment Status, and...

Formula Import Records Purpose and when to use this record Review the audit record for formula or assembly data imported into manufacturing. At a glance Identify it by: Success, Formula, Software, and File Path. Check its business context: Formula. Why c...

Freight Invoices Purpose and when to use this record The Freight Invoices overview screen in the Brisk documentation demo. Record carrier freight charges connected to a purchase or commodity movement so the payable and landed cost can be reviewed together. At ...