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Stores Purpose and when to use this record Configure a storefront’s identity, domain, fulfillment behavior, customer-facing contact information, and publication state. At a glance Identify it by: Name, and Default Tax Code. Check its business context: Defa...

Tags Purpose and when to use this record Maintain reusable storefront labels used to organize products, collections, posts, or campaigns. At a glance Identify it by: Name. Check its business context: Store. Why care: Store, publication, consent, payment,...

Themes Purpose and when to use this record Control a storefront’s visual theme, brand assets, colors, typography, and active presentation. At a glance Identify it by: Name. Check its business context: Store. Why care: Store, publication, consent, payment...

Automatic Purchase Records Purpose and when to use this record Review a system-generated replenishment proposal and the purchase orders it created from reorder demand. At a glance Identify it by: the identifying information shown on the screen. Why care: W...

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 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 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 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 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 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 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 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 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 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...

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 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 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 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...