When you import your sales data into WISK, it creates a POS Item in your venue for each item sold in your POS. For example, if you sold an item in your POS called “Grey Goose Single”, there would be a corresponding item created in WISK.
With those POS Items in your venue, the next step is to add the ingredients that are used every time the item is sold. This is called POS Item mapping or adding your recipes.
By mapping your POS Items, you’ll be able to compare how much you sold of an item to how much you actually consumed between two inventories.
To view your POS Items on the WISK Web Portal:
- Click “Sales” on the left-hand menu bar
- Click “POS Items”
You’ll then see a table of all your POS Items.
Before you start mapping your POS Items, we recommend you take the following actions:
- Archive any irrelevant items
- Create your serving sizes
Archiving POS Items
Depending on your POS, WISK may receive your sales data for food and beverage. If this is the case, you can archive the POS Items of what you're not tracking.
When you archive a POS Item, it is excluded from the total sales value. For example, if WISK pulled $15000 worth of sales for both food and beverage, by archiving the food POS Items you’ll get the total beverage sales. Otherwise, it would use the $15000 including food sales to calculate your beverage cost.
To archive POS Items:
1. Click the checkbox beside the items you want to archive (you can multi-select)
2. Click “Archive” on the pop-up that appears
3. Click “Confirm”
Creating Serving Sizes
To help save time when adding your recipes, you can create standard serving sizes. When you map a POS Item, you add the ingredient, and how much is used when the item is sold.
By creating serving sizes, you can select the amount of an ingredient used from a list, instead of typing in a custom amount each time.
For example, if your draught beer pours are 20oz, you can create a Draught Beer serving size.
To create a serving size:
1. Click Actions
2.Click “Serving Sizes”
3. On the window that appears, click “Add serving size”
4. Give the serving size a title (for example, shot, small wine glass, etc.) Then click “Edit” to add the measurement.
5. Click the drop-down menu to select the type of measurement (volume, weight, or full unit), select a unit of measurement based on the type, then add the quantity. Then click “Save”.
6. After adding the measurement, click “Save” to create the serving size.
The Serving size is added and appears in your list of serving sizes. When you are adding your recipes to a POS Item, you’ll see the option to select the serving size. For more information, see the “Mapping POS Items” section below.
Note: You can edit your serving sizes by clicking on them. You can also rearrange the order of your serving sizes by dragging and dropping.
Mapping POS Items
When you’re ready to map your POS Items, you can filter the POS Items to only show unmapped items.
To map a POS Item:
1.Click in the “WISK Items” column for a POS Item
2. A window opens and displays the POS Item’s Title, POS Code, and the menu price of the item.
3. To add an ingredient, click in the “WISK Item” field. Start typing the name of the ingredient, and it searches your Venue Items. Click the search result to add the item.
4. Then select the serving size. This is the amount that should be poured when the item is sold. You can select from the preset serving sizes you have created, or add a custom amount. Click “Serving Size” and select from the drop down menu.
5. If you select a preset serving size, the item is added to the recipe and saved automatically. If you’re using a custom size, you’ll enter the quantity, unit of measurement, and then click “Add”.
6. Once an item is added, you’ll see the cost of the POS Item based on the cost per unit of the ingredients, the profit, and the drink cost percentage.
7. You can either add more ingredients, or close the window, or click the arrow buttons to move onto the next POS Item.
Custom Serving Size
To add an ingredient with a custom serving size:
- Select Custom as the Serving Size
- Type the quantity
- Select the Unit of measurement from oz, ml, or full units.
- Click “Add”
Sometimes your drinks may include ingredients that you’re not inventorying in WISK. For example, garnishes, syrups, etc.
If you wish to factor in the cost of garnishes, or other juices/syrups you don’t track in WISK, you can add a flat value in the non-beverage cost field.
This amount is added to the cost of the POS Item.
Feature Cocktails & Open Liquor POS Items
It’s best if your POS Items are as specific as possible. If you have a generic “Feature Cocktail” or “Open Liquor” button, you won’t be able to map that POS Item with specific ingredients, because it will always be different.
You’ll need to leave these items unmapped, and manually compare your consumption to sales of those items.
If there is a recurring drink that is often entered under an open category, you’ll want to create a button for it in your POS.