Article Contents

Introduction

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 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".

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.

Viewing Your Items

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

For each distributor, the items are grouped by family and category, and you can use the search bar, to quickly find products.

The

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:

Note: You can expand items grouped under a distributor by clicking the arrow beside them, or the "..." button that appears when you place your cursor over them.

An arrow ponts to the

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

  • Current stock (from your latest inventory count)

  • WISK Par (the suggested amount to order based on your consumption data)

  • Your Par

  • Case size

  • Order format (whether it is individual units or cases) and more

  • Pending Purchase Orders (the number of units on other open purchase orders. These orders have been generated, but not received)

See the section below to learn how to re-arrange and toggle on different columns.

Customizing the Display

There are a number of pre-set views for grouping and filtering your items. You can select them by clicking the button under "View", or create your own.

The button to select a view is highlighted for emphasis.

Customize your display by clicking the gear icon on the top left. You can toggle columns on or off and rearrange them by dragging and dropping.

The gear icon to customize your display is highlighted for emphasis.

To learn more about customizing your display, see:

Order Guide Items

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.

An arrow points to the

To learn more, see:

Cart Builder Tour

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)

Adding Items to the Cart

Check Order Format

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.

The

Adding an Item Individually

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.

An animated GIF showing items being added to a cart.

Adding New Items

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:

The

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.

Adding an Item Using Par Levels

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.

The stock is 4.1 units with a par of 6 units. It recommends ordering 2 units based on the par.

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.

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.

An animated gif showing the items being added automatically.

Pre-fill Using Par Levels

To speed up ordering, there is a pre-fill 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 that you've set or the recommended WISK Pars. The WISK Par value is based on your last 6 weeks of consumption data.

  • Your par - Stock - Takes the value in the “Stock” column and adds to the cart what is needed to match your set par.

  • Your par - Real Time Stock - Takes the value in the “Real Time Stock” column and adds to the cart what is needed to match your set par. This is helpful if you’re generating an order and haven’t taken an inventory recently.

  • WISK par - Stock - Takes the value in the “Stock” column and adds to the cart what is needed to match your WISK par.

  • WISK par - Real Time Stock - Takes the value in the “Real Time Stock” column and adds to the cart what is needed to match your WISK par. This is helpful if you’re generating an order and haven’t taken an inventory recently

To learn more about WISK Par 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.

An animated GIF showing the items being added via the pre-fill

About Item Variations

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:

Finished Adding Items

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

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.

Items have been added to the distributor cart.

Updating Items in Your Cart

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.

Excluding Item Costs (Optional)

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:

  1. Click "Actions" > "Manage Distributors"

    The

  2. Click the "Details" button beside the distributor

  3. Click the "Exclude price from purchase orders" checkbox

    The checkbox is highlighted for emphasis.
  4. Purchase orders sent to that distributor through WISK won't include the item costs

Your Cart Tour

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)

Generating the Purchase Order

When everything is ready, put your cursor over the distributor's name. You'll see a "Generate order" button appear. Click “Generate order”.

The

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.

An arrow points to the

With the order generated, you have the following options:

  • View order - You can still make revisions to the order before placing it

  • Send order (Email/SMS) - You can add recipients and notes to the order which is then emailed and texted (if a mobile number is provided) to the distributor contact

  • Download Spreadsheet - If you wish to place your order outside of WISK, via phone, in-store, etc, you can download a spreadsheet of the order.

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:

Sending an Email / SMS

Adding Contacts / Notes & Sending

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 your distributor contacts, the email and mobile / cell number fields populate automatically.

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.

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”

Confirmation

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.

Email / Text Tracking

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:

  1. Click the details button beside a purchase order

  2. Click "Timeline"

  3. The timeline displays who the message was sent to, along with a timestamp

  4. As recipients open the message, the timeline updates to reflect this

Example Email / SMS

Here are examples of what the order email and SMS message look like:

Email (with Costs)

Email (Without Costs)

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

SMS

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

Receiving the Order / Invoice

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

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