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Customer Classes Purpose and when to use this record Group customers so pricing, terms, reporting, or operating policies can be applied consistently. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later tran...

Customer Tax Codes Purpose and when to use this record Classify how a customer is taxed and which tax rules apply during sales. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later transactions. Correct dupl...

Customers Purpose and when to use this record Maintain the people and organizations that buy from the business, including billing, tax, pricing, credit, and contact defaults. At a glance Identify it by: Customer #, First Name, Last Name, Tax Code, and Last A...

Departments Purpose and when to use this record Group employees and activity into an operating department for responsibility and reporting. At a glance Identify it by: Name, and Code. Why care: These master records supply defaults and choices to later tran...

Discount Schedules Purpose and when to use this record Define a reusable customer or sales discount arrangement and the rules that determine when it applies. At a glance Identify it by: Name. Check its business context: Unit Of Measure. Why care: These m...

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...

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...

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...