Article Contents

Introduction

Adding your distributors and assigning them to your items is important because it allows you to generate orders and add your invoices.

Generating your orders in WISK saves time, and adding your invoices is the only way to get accurate data about your venue’s usage / consumption.

WISK Web Portal

Adding Distributors

To add a distributor:

  1. Click “Items” > “Distributors” on the left-hand menu bar

    The

  2. Click “Actions” > “Add Distributor”

    The

    Note: If you have a large number of distributors, you can use our distributor upload template instead. Learn more: Importing Distributors into your Venue

  3. Type the name of the distributor in the “Name” field. This is the only required field, however there are a few optional fields:

    • Ideal Stock Days - This is used by WISK to recommend how much to order based on your current stock. This can be set at both the venue and/or distributor level - Learn More

    • GL Account - Part of the accounting integration - Learn More

    • Exclude Price From Purchase Orders - When sending order emails to distributors, it won’t include the item costs

    • Auto Ordering - Automatically generates a purchase order based on your par levels after an inventory count is completed - Learn More

    Note: You can add or change this information at any time if you don’t want to add it now

    The
  4. Click “Save”

    The distributor name has been entered and the
  5. The distributor is added to your venue. If you wish to add contacts for the supplier (including email and phone number), click the “Details” button. You can add as many contacts to a distributor as needed. Add more distributors as needed

    The distributor has been added to the venue's list of distributors.

Adding Distributor Contacts

By adding contacts to a distributor, when you generate orders to them in WISK, the email and phone number fields are automatically populated.

To add a contact to a distributor:

  1. Click the "Details" button beside the distributor

    An arrow points to the details button
  2. Scroll down to the "Contacts" section. Enter the contact's name and provide an email address and/or phone number

    The Name, Email, and Phone Number fields are highlighted

  3. Click "Add"

    An arrow points to the

    Note: You must provide at least an email address or phone number before you can click "Add"

  4. The contact is added to the distributor. Add additional contacts if needed

    The contact has been added to the distributor
  5. The contacts appear in the "Contacts" column for the distributor

    The contacts show for the distributor

Assigning Distributors to Items

Now that you've created your distributors, you can assign them to your items.

You can assign distributors to Items on the “Items” page of the WISK Web Portal.

You can assign distributors to an item individually, or select multiple items.

Filter by Missing Distributor

To help see which items need a distributor assigned to them, click “Predefined filters” and select “Missing Distributor”.

If this filter is applied, items disappear from view as you assign a distributor to them. This way you can quickly work through your item list.

The

Note: If you click “Add missing distributors” on the Home screen, it takes you to the Items page with this filter applied.

Individual Items

  1. Click into the distributor field of an item

    An arrow points to the empty
  2. Select a distributor from the drop-down menu to assign it to the item

    The

    Note: If the distributor hasn’t been added to your venue yet, click “New Distributor”. This takes you through the “Adding Distributors” flow above.

  3. The distributor is now assigned to the item. If the “Missing Distributor” filter is applied, it disappears from view.

    The distributor has been assigned to the item and appears in the

Multi-Select Items

To assign a distributor to multiple items at once:

  1. Click the checkboxes beside each item, then click “Distributor” on the side menu bar.

    The checkboxes beside the items have been clicked and a side menu appears. An arrow points to
  2. Select the distributor you want to assign to the items from the drop-down list

    An arrow points to the distributor to select.
  3. Click “OK” on the confirmation pop-up window

    The
  4. The distributor has been assigned to all selected items. If the “Missing Distributor” filter is applied, they all disappear from view.

    The distributor has been assigned to all of the selected items.

Spreadsheet Upload

Alternatively, you can download a spreadsheet of your venue’s items and add this information in the “Distributor” column and upload it. To learn more, please see:

Mobile App

Adding Distributors

To add a distributor:

  1. From the “More” screen, tap “Venue Settings”

    An arrow points to the Venue Settings button.
  2. Tap “Distributors”

    An arrow points to the
  3. Tap the + button at the top right of the screen

    An arrow points to the
  4. Enter the name of the distributor. If you’d like to add a contact at this time, tap
    “Add distributor contact”. You can add as many contacts for the distributor as needed.

    The

    Note: You can add distributor contacts at a later time in the app or WISK Web Portal.

  5. Tap “Save”

    The
  6. The distributor is added to your distributor list. Add more distributors as needed

    The added distributor now appears in the distributor list.

Adding Distributor Contacts

By adding contacts to a distributor, when you generate orders to them in WISK, the email and phone number fields are automatically populated.

To add a contact to a distributor:

  1. On the "Distributors" page, swipe a distributor to the left

    An arrow gestures to swipe the distributor to the left
  2. Tap "Edit"

    An arrow points to the

  3. Tap "Add distributor contact"

    An arrow points to the
  4. Enter the contact's name and email address. You can also provide a phone number. Tap "Save"

    The details for the distributor contact have been entered and an arrow points to the
  5. The contact is added to the distributor. You can add more contacts if needed. When finished, tap "Save"

    The contact has been added to the distributor.

Assigning Distributors to Items

When assigning distributors to items on the mobile app, you can only do it one at a time.

  1. From the “Items” screen, tap “View general” and then tap “View distributor” from the drop-down list

    The

    Note: You can also tap “Add missing distributors” from the checklist on the home screen

  2. Tap “Set distributor”

    An arrow points to the
  3. Tap the “Distributor” field

    An arrow points to the
  4. Tap a distributor from the list to select it

    An arrow points to the distributor to select from the list.

    Note: If you don’t have any distributors yet, tap “Manage distributors” and follow the steps in “Adding Distributors

  5. Tap “Save”

    The

    Note: You can also add the distributor code at this time

  6. The distributor is assigned to the item

    The selected distributor now appears under the item.

Distributor Codes

For each item, you can also add a distributor code. Distributors may have unique codes for their products that appear on invoices and are used for ordering. Some distributors may require these when placing orders with them to ensure you’re getting the correct product.

On the WISK Web Portal, you can enter it in the “Distributor Code” column or when editing an item.

On the mobile app, you can add it when assigning the distributor or editing an item.

Items with Multiple Distributors

For items that have more than one distributor, you can use the items variation feature:

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