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User Preferences Reference How these settings apply The User Preferences Reference overview screen in the Brisk documentation demo. Configure the signed-in user's layout, workflow defaults, profile, and other personal behavior by screen section. User preferenc...

Brisk Brisk overview The Brisk workspace related to this reference article. Brisk organizes operational work into shared master records, business transactions, focused task screens, reports, and setup. A customer or item may be reused across several modules, w...

Consolidation Consolidation overview The Consolidation workspace related to this reference article. Consolidation—shown in Brisk as Multi-Store Reporting—collects reporting data from participating stores, maps their local accounts into a common chart, and prod...

Ecommerce Ecommerce overview The Ecommerce workspace related to this reference article. Ecommerce presents Brisk products and content to online shoppers, captures orders and payment events, and supports consent-based customer communication. Storefront publicat...

Inventory Inventory overview The Inventory workspace related to this reference article. Inventory connects the shared definition of an item to the quantities, costs, and locations that change as goods are purchased, received, moved, adjusted, manufactured, and...

Law Enforcement Law Enforcement overview The Law Enforcement workspace related to this reference article. Law Enforcement keeps operational and administrative records for cases, people and agencies, evidence, dispatch, activity logs, time, transportation, cert...

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...

Manufacturing Manufacturing overview The Manufacturing workspace related to this reference article. Manufacturing turns inventory inputs into planned and completed outputs. It connects the formula or assembly definition, requested quantity, production schedule...

Municipal Municipal overview The Municipal workspace related to this reference article. Municipal connects businesses and people to licenses, applications, compliance work, tax filings, charges, payments, cemetery records, and statutory reporting. These record...

Payments Payments overview The Payments workspace related to this reference article. Payments connects Brisk sales and customer receivables to card-present terminals, online payment links, stored payment methods, and scheduled collection. The processor is the ...

Payroll Payroll overview The Payroll workspace related to this reference article. Payroll uses employee setup and approved time to calculate a pay-period result, obtain management approval, and post summarized payroll activity to accounting. Access is limited ...

Reports Reports overview The Reports workspace related to this reference article. Reports turns Brisk data into operational lists, financial analysis, charts, printed documents, receipts, and outbound email content. A report is only as reliable as its source t...

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...

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...

Time Time overview The Time workspace related to this reference article. Time records when employees start and stop work, breaks, pay codes, and related service work. The employee-facing clock handles ordinary activity; managers correct exceptions and review a...

Account Reference Troubleshooting Purpose and when to use this screen Use Account Reference Troubleshooting when a chart-of-accounts record cannot be safely disabled, replaced, or removed, or when you need to understand where the account is used. The report se...

Batch Sheet Printing Purpose and when to use this screen Batch Sheet Printing scales an approved item assembly/formula into shop-floor quantities and produces a PDF. It does not create or complete a manufacturing instance, reserve ingredients, or prove what wa...

Manufacturing Price and Cost Update Purpose and when to use this screen Use Manufacturing Price and Cost Update after ingredient costs, formulas, shrink, or pricing policy change and the business deliberately wants to recalculate manufactured-item costs and cu...