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Cash Drawers Purpose and when to use this record Maintain the named registers or tills used to assign and reconcile point-of-sale cash activity. At a glance Identify it by: Name. Why care: Customer, warehouse, quantities, prices, tax, payment, and fulfillm...

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...

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...

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...

Offline POS Queue Purpose and when to use this screen The Offline POS Queue shows tickets stored in this browser when the register could not reach Brisk. Use it after connectivity returns, when Point of Sale reports queued work, or before clearing/replacing a ...

Point of Sale Purpose and when to use this screen Point of Sale is the cashier workspace for selecting a customer, scanning or searching items, applying permitted pricing and tax behavior, accepting tender, printing receipts, and handling foodservice tickets o...

This workflow follows a named customer order from entry through fulfillment, payment or receivable status, inventory activity, and financial review. The original request, customer PO, item rows, and downstream records remain traceable, so the next employee can...

This workflow follows a counter sale from the cashier’s cart through tender, receipt, inventory review, operating reports, and work-period close. It shows why checkout is only the first control point: the business must still explain stock movement, tender tota...