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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,...

Equipment Makes Purpose and when to use this record Maintain standardized equipment manufacturers for consistent search and reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts, labor, ...

Equipment Statuses Purpose and when to use this record Maintain the condition or availability states assigned to customer equipment. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts, labor, an...

Equipment Purpose and when to use this record The Equipment overview screen in the Brisk documentation demo. Maintain the customer-owned unit being serviced, including identity, make/model, serial number, meter, condition, and notes. At a glance Identify it ...

Service Service overview The Service workspace related to this reference article. Service coordinates customer equipment, promised work, technician availability, parts, labor, schedule, and status. Use it to keep the office, dispatcher, technician, and custome...

Service Categories Purpose and when to use this record Maintain the types of service work used for intake, quoting, assignment, and reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts,...

Service Leads Purpose and when to use this record Capture a prospective service job and advance it from initial contact through qualification, quoting, scheduling, and conversion. At a glance Identify it by: Lead #, Status, and Contact Name. Check its busi...