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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...

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...

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 ...

Manufacturing Instances Purpose and when to use this record Record an actual production run, the inputs consumed, outputs produced, dates, quantities, and completion state. At a glance Identify it by: Date Entered, and Status. Check its business context: B...

Manufacturing Invoices Purpose and when to use this record Review the invoice produced from manufacturing or commodity activity and its accounting handoff. At a glance Identify it by: Sale #, Date Created, Fulfillment Status, Payment Status, and Foodservice ...

Manufacturing Orders Purpose and when to use this record The Manufacturing Orders overview screen in the Brisk documentation demo. Plan requested production before execution, including the item, quantity, due date, priority, and selected formula. At a glance ...

Manufacturing Reports Purpose and when to use this record Save a manufacturing reporting definition or result used to analyze production, inputs, yields, and cost. At a glance Identify it by: Date Entered, and Status. Why care: Confirm item, formula, unit,...