Article Contents
Introduction
To integrate your Givex POS system with WISK:
Contact your Givex representative and request that you want to integrate with WISK
The Givex team will process your request. This typically involves signing an agreement and paying any fees to Givex (if applicable)
The Givex implementation specialist will then set things up and send the required credentials to WISK (These can also be forwarded to [email protected])
The WISK team adds these credentials to your WISK account/venue and the integration is complete
Your menu items and sales data import into your WISK account / venue
Customizing your Sales Data / POS Items
After the integration is complete, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Important: We recommend after connecting your POS to see how the POS Items appear in your account. If you need to customize them further, it's best to do that before you proceed with mapping POS Items.
To customize your sales data:
On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Scroll down to the "POS Integrations" section and click the “Edit” button beside your Givex integration
The following customization checkboxes are available:
Include all POS Items even if not sold - By default, WISK only pulls items with sales. If you create a new item in your POS, it won’t appear as a POS Item in your account until it is sold. If you check this box, it will appear as a POS Item before it is sold, and can be mapped.
Include Modifiers - If you use modifiers that increase the cost of a menu item, you’ll want to check this box. For example, you have a “Jameson” button in Toast, and then a “1oz” and “2oz” modifier option. Checking this option creates a new POS Item for each modifier at a different price. You can then add the recipe to each POS Item. Otherwise, it will all appear under one “Jameson” POS Item, and you won’t be able to map it correctly
Import Modifiers as Separate POS Items - When you select this option, your menu item modifiers appear as separate POS Items. This applies to both modifiers that include an up-charge, and modifiers with a price of 0.
For example, if you sell an item called "Tito's Vodka Single" and you use modifiers to track the mix it's sold with, it will appear differently depending on whether this box is checked. Lets say we sell it with Orange Juice:
Checked - There will be a separate POS Item for "Tito's Vodka Single", and for "Orange Juice". Orange Juice could be used as a modifier in multiple items, and it will only appear as one POS Item.
Unchecked - There will be a combined POS Item of "Tito's Vodka Single - Orange Juice"
Include text modifiers - Text modifiers are primarily notes that don't affect the ingredients or cost of the item. Examples include "over easy", "medium rare", on "on the rocks" etc. In most cases you won't want this toggled on
Include modifiers with price of 0 - If toggled on, modifiers that don't affect the price are imported into your WISK account attached to POS Items. For example, you may have a Pad Thai menu item with a choice of protein (chicken, beef, tofu, etc). If it isn't toggled on, you'll see just see "Pad Thai", but if toggled on there is a POS item for each option that you can map accordingly.
Other examples include the type of mix used in a drink (orange juice, ginger ale, etc) or the choice of side with an entree (fries, soup, salad). This has the potential to create a large number of POS Items, but can provide greater accuracy with your recipe mapping / costing.
After making your selections, click "Save". You'll be prompted to reimport your sales data so the changes can apply to sales that have been imported with the old settings.