Step 1 - Add Invoice

  1. Tap "Orders" on the bottom menu bar
  2. Tap "Add Invoices"
  3. This screen shows any open purchase orders. In this case, an order wasn't generated in WISK, so tap "Add manual invoice"
  4. Tap the Distributor that the invoice is from.

Note: If you haven't added any distributors yet, learn how here.

Step 2 - Fill in Invoice Details

  1. Enter the date and time the delivery was added to your stock
  2. Select the location where the delivery was received
  3. As an optional step, you can enter the invoice number and total
  4. Tap "Continue"
  5. Take a picture of each page of the invoice/receipt and tap "Done"

Note: If your delivery is going to multiple locations, select the one that is most applicable. Receiving everything to one location is better than not receiving the delivery at all because we look at consumption for the entire venue.

Step 3 - Scanning and Adding Items

1. Scan the barcode of each product or use the search function to call up an item

2. Enter the amount you are receiving in cases and/or units

3. Adjust the cost of the item (either cost/unit or cost/case) if it doesn't match the invoice

Note: Make sure you have selected the correct cost method. If you accidentally put the cost per case as the cost per unit, you will see your inventory value increase significantly! 💰

4. Tap "Confirm"

5. Repeat until all items in the delivery are accounted for

Step 4 - Reviewing and Submitting the Invoice

1. After adding all of your items, tap "Proceed to current scans"

2. You can tap into items on the summary to adjust the count or prices. If you need to remove an item, swipe it to the left.

3. Check the summary at the bottom of the screen to make sure you have added everything

4. Tap "Submit invoice" and "Confirm"

5. You are then prompted to send a confirmation email, which will go to the members of your team.

6. The items from the delivery are then added to your inventory.

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