After submitting an inventory count is the best time to place orders to your distributors.

Using WISK, you can quickly generate orders to your suppliers and send them via email, SMS, or export a spreadsheet and place however you prefer (phone, in person, the supplier's web portal, etc).

WISK also analyzes your consumption and data to suggest what to order and how much, and what to avoid.

To generate an order in the WISK Web Portal, click "Orders", then "Prepare Orders" on the side menu bar. This takes you to the "Cart Builder".

On the Cart Builder page, you add items to Your Cart before finalizing / generating the order.

Note: If you're viewing the Cart Builder while an inventory count is in progress, you'll see a message about not being able to suggest amounts to order. Submit the inventory count before putting the order together. This way you'll have an accurate "Stock" value for your items.

On this page, the default view shows all of your distributors and the items you've assigned to them.

Note: If you haven't already created your distributors and assigned them to your items, you'll need to do that before generating an order. To learn more, see:

To see a distributor's items, click the arrow beside the distributor's name or the "..." button that appears when you place your cursor over them.

For each item, you’ll see the following by default:

You can scroll down to view the items and or use the search bar, to quickly find products.

This is just the default view, and there are a number of pre-sets you can use. You can also create your own to customize the ordering page.See the section below to learn how to re-arrange and toggle on different columns.

Note: If you have added any notes for the distributor, they appear beside the distributor name as a tooltip. When you hover over the tooltip it displays the notes.

There are a number of pre-set views for grouping and filtering your items. You can select them by clicking the current view:

The following views are available:

To create views of your own, please see:

If there are items that you order regularly, or have preferred variations / formats to order, you can add them to your order guide.

You can then filter the Cart Builder to display only the order guide items. This speeds up ordering and ensures staff are ordering your preferred products.

To learn more, see:

If you'd like to see the Cart Builder in action, you can take a tour of the Cart Builder page here. (You must be logged in to web.wisk.ai to access the tour)

When adding items to your cart, make sure the order format is correct for each item. You can add items to order as individual units or cases.

Your distributor may only sell certain items as cases, so make sure the order format is set that way. The current order format displays to the left of the “Quantity to order” column. You can change the format by clicking the “Order format” column.

You can add items to your cart by typing an amount in the "Quantity to Order" column for each item. You’ll see an animation showing the item has been added to your cart.

If you need to order an item that isn't on your venue's list, place your cursor over a distributor and click the “Add item to…” button and fill in the item details.

For more information about adding a new item, see:

Note: For users in Canada that order from the SAQ or LCBO, you'll see an option to search their product list to add new items.

While you can add items manually, you can also make use of par levels to speed up the process.

Beside the quantity to order, if you have populated your par levels, you’ll see a recommended amount to order in the “Based on your par” column.

This number is either in individual units or cases, and is based on your current stock, and what you need to get your stock equal to or above the par level. Learn more:

In the example below, there are 4.1 units of Grey Goose, and the par level is 6 units. It recommends that you should order 2 units.

Note: If you have anything in the "Pending Purchase Orders" column, this modifies the suggested amount to order. If we already had 1 unit of Grey Goose on a pending purchase order, it would suggest ordering only 1 unit. You can mouse over the pending purchase orders to see the orders they are from.

If you click the “shopping cart” icon, it adds the recommended amount to your cart. If your order format is in cases, it converts it to the correct amount of cases to meet or exceed the par.

To speed up ordering, there is a prefill button beside each distributor to create your order in just one click. This automatically adds items to a distributor's cart based on your par levels.

You can choose to pre-fill your order based on the par levels you've set or the recommended WISK Pars. The WISK Par values are based on your last 6 weeks of consumption and sales data.

To learn more about WISK Pars and Stock vs Real Time Stock, please see:

Note: The “Real Time Stock” is based on your sales since your last completed inventory and your POS Item mapping. It doesn’t account for any over pouring, spillage, or theft. Make sure your mapping is up-to-date before using the Real Time Stock pre-fill options.

After selecting a pre-fill option, a message displays saying it will replace the current quantity to order for each item with the amount based on the par. Click “OK”.

You’ll then see the amounts populate in the “Quantity” to order column for that distributor, and that the items have been added to your cart.

If your venue uses Item Variations, you'll see each variation under its respective distributor.

You can add any item variation to a distributor cart, but the suggested amount to order based on pars is in units of the default item variation.

If you use the pre-fill for a distributor that carries variations of the same item, it'll add the default item variation.

To learn more about item variations, see:

After adding all the items to order for each distributor, click "Step 2 - Your Cart".

On the "Your Cart" page, you can review and make changes before generating the purchase order.

For each distributor, you’ll see the amount you’re ordering, and a total dollar value based on the cost/unit of each item. Consider this number an estimate, because their prices change over time.

Note: If there are any pricing changes, you’ll update the cost when adding the invoice after the order comes in. If the item's current cost per unit includes any discounts, the value in the shopping cart excludes the discount.

You can update the amount to order or remove items by clicking on the quantity to order field or the X beside it.

For example, this Heineken, the current stock count is 42, and the par is 72. To match or get above the par, it added two cases. You can adjust the quantity to order just 1 case.

If you need to add additional items, you can return to the “Cart Builder” page.

As mentioned above, the costs of your items are based on the value from the most recent invoice, and may not reflect the distributor's current cost.

If you don't want the purchase order sent to the distributor to display your item costs, you can toggle this off:

To see the "Your Cart" page in action, you can take a tour here. (You must be logged in to web.wisk.ai to access the tour)

When everything is ready, click the "Generate order" button.

Note: You’ll need to generate orders for each distributor separately.

A pop-up appears saying that the purchase order is being generated. Click OK.

With the order generated, you have the following options:

Note: No matter how you end up placing the order, it’s a good practice to generate it in WISK. You’ll be able to add your invoice from the purchase order when it arrives. You won’t have to add each item to the invoice manually, which saves a lot of time.

Learn about adding invoices from Purchase Orders here:

To send the order to the distributor, click “Email Order”.

Before it sends you’ll be able to edit the subject, add additional recipients, and include any notes.

If you've added notes about the distributor they display in a tooltip beside the distributor name. This could include things such as what days to order, minimums to waive shipping fees, etc.

If you’ve added your distributor contacts, the email and mobile / cell number fields populate automatically. To learn more about adding contacts, see:

You can add more recipients by clicking into the Email and Mobile / Cell Number fields.

Note: In addition to the recipients that you enter in the "Email" field, any user set up to receive "Purchase Order" email notifications is cc-ed. To learn more, see:

You can also include any notes or instructions for the distributor in the notes section. These will appear in the email, and also in the purchase order when sent.

Note: If you don’t want to send an SMS message, you can leave the Phone Number field blank, or remove the number.

When ready, click “Send”.

You’ll then receive a message saying that the email has been sent to the distributor.

You should also receive a copy of the email to your account. If you didn’t receive it, check your spam folder.

❗Important: If it’s your first time emailing/texting that distributor through WISK, please follow up with them to make sure it was received. If the phone number entered is invalid, it will show an error message. Nothing will send until you correct or remove the invalid phone number.

As mentioned above, if you enter an invalid phone number for the distributor, it shows an error message after clicking "Send".

When this error message displays, no emails or texts are sent.
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At this point the order window remains open. You can either:

To provide assurance that your order was received by the distributor, WISK tracks when an order email/text has been opened by the recipient.

To check this:

If the order email doesn't make it to the recipient, you'll receive an email notification.
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This could happen for a number of reasons, but some possibilities include:

The email notification will also include the reason if it was able to obtain that information.

If this happens, the best thing is to follow up with the distributor directly to make sure the order gets placed and verify their email.
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​Note: If the recipient unsubscribed and wishes to receive WISK emails after your communicate with them, contact [email protected] and our team can re-subscribe them.

Here are some examples of what the order email and SMS message look like. The items display in alphabetical order.

This is what the email looks like if you toggled on the "Exclude prices from purchase orders" checkbox.

The SMS message includes a link to a webpage where the order can be viewed:

Since you generated the order through WISK, you can quickly add the invoice when the order arrives. To learn more, see: