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Generating Orders & Adding Invoices/Returns
Generating Orders & Adding Invoices/Returns
How to generate orders and add invoices/returns in WISK.
21 articles in this collection
Written by
Nick Neale
Distributors
Adding Distributors to your Venue
Before you can place orders or add invoices, you must create your distributors and assign them to your items
Written by
Nick Neale
Updated over a week ago
Importing Distributors into your Venue
If you already have a list of your distributors, you can import them into your venue using our template
Written by
Nick Neale
Updated over a week ago
Items with Multiple Distributors
How to create item variations for items that can be ordered from more than one supplier / distributor
Written by
Nick Neale
Updated over a week ago
Generating Orders
Generating a Purchase Order (Web)
How to place an order to your distributors in WISK through the Web Portal
Written by
Nick Neale
Updated over a week ago
Generating a Purchase Order (App)
How to generate an order in the Mobile App
Written by
Nick Neale
Updated over a week ago
Cloning a Purchase Order / Invoice
Create a new purchase order or invoice from an existing one already in your venue
Written by
Nick Neale
Updated over a week ago
Automatic & Scheduled Purchase Orders
How to generate purchase orders for your distributors automatically. After generating, review and make any changes before sending.
Written by
Nick Neale
Updated over a week ago
Order Guide Items
Add items / item variations to your order guide to generate orders quickly and make sure your team is ordering the correct items
Written by
Nick Neale
Updated over a week ago
Adding Invoices / Receiving Orders
Adding an Invoice From a Purchase Order (App)
How to use the mobile app to add an invoice for an order you generated in WISK.
Written by
Nick Neale
Updated over a week ago
Adding an Invoice From a Purchase Order (Web)
How to add an invoice from a purchase order on the WISK Web Portal
Written by
Nick Neale
Updated over a week ago
Adding a Manual Invoice (App)
How to add an invoice if you didn't generate a purchase order for it in WISK
Written by
Nick Neale
Updated over a week ago
Adding a Manual Invoice (Web)
How to add an invoice on the WISK Web Portal if you didn't generate a purchase order for it
Written by
Nick Neale
Updated over a week ago
Scanning / Uploading Invoices
How to scan an invoice in the mobile app, or upload an invoice on the web to auto-populate a draft invoice for review
Written by
Nick Neale
Updated over a week ago
Reviewing & Converting a Draft Invoice
How to convert draft invoices of scanned / uploaded / imported invoices so they're added to your venue's data
Written by
Nick Neale
Updated over a week ago
Adding Charges or Credits to an Invoice
How to add Delivery Fees, Taxes, Deposits, Keg Returns and more to an invoice
Written by
Nick Neale
Updated over a week ago
Returning Items to a Distributor
Returning Items to a Distributor
How to return stock to a distributor
Written by
Nick Neale
Updated over a week ago
Editing & Archiving Invoices / Returns
Editing an Invoice, Return, Depletion or Transfer
How to edit these actions to ensure the accuracy of your data
Written by
Nick Neale
Updated over a week ago
How to Delete / Archive an Invoice, Return, Depletion or Transfer
How to remove any of these stock affecting actions from your venue
Written by
Nick Neale
Updated over a week ago
SAQ Ordering & Receiving (Quebec Clients)
Exporting your Purchase Order into the SAQ Web Portal (Quebec)
How to export your purchase order from WISK into the SAQ Web Portal
Written by
Nick Neale
Updated over a week ago
Importing an Invoice/Order from the SAQ Web Portal
How to import an invoice from the SAQ Restauration site into your WISK account
Written by
Nick Neale
Updated over a week ago
LCBO Ordering and Receiving (Ontario Clients)
Importing an Invoice/Order from the LCBO Web Store
How to import an invoice from the LCBO Web Store into your WISK account
Written by
Nick Neale
Updated over a week ago