Adding Your Items & First Inventory

Overview

During your First Inventory, you’ll do the following:

1. Create/manage your areas where stock is stored and counted
2. Scan barcodes of items to add them to your venue item list, and submit counts in each area
3. Save all areas and submit the inventory

1. Creating / Managing Areas

1. Open the WISK app and tap on “Complete first inventory”
2. You’ll see a list of your areas. By default, WISK provides you with a Main Bar and Stock Room.
3. You can create a new area by tapping “add another area” or you can edit an existing area by swiping it to the left and tapping "Edit Area". You can rename the area, change the photo, or delete it

2. Adding Items & Counting Areas

For your First Inventory, you’ll be adding items to your venue list and counting them. As soon as you add the item, you’ll be able to add the count. This section outlines various use cases for adding items and how to count partial and full units.

Entering an Area

To start adding items and counting, tap an area.

Note: If the area doesn’t have an internet connection, enter the area in the app before you enter the physical space. You can scan and count items offline.

Adding Items

When inside an area, you’ll want to scan the barcodes of your items in a systematic fashion, top to bottom, left to right.

When you scan a barcode, it searches the WISK database to find the item and add it to your venue.

Barcode Recognized

If the item is in the WISK database, it’s added to your venue’s item list. You can then count the item.

See the “Counting” section below for more information.

Note: If you scan an item, and it pulls up an item that is different from what you scanned, you can edit the item information.

• How to Edit a Item

Barcode Not Recognized -

If you scan a barcode, and it isn’t in the WISK database, you’ll be asked to either:

• assign the barcode to an existing item
• search the online database to find a match
• or add the item manually.

Note: If you’re in an area with no network connection, you won’t be able to search online.

1. Type the name in the search field, if it appears in your Venue items, tap it to add the barcode
2. If the item isn’t in your current Venue items, tap search online. If you see a result that matches, tap the item to add it to your venue.
3. If there isn’t a match, tap “Add item” to add it manually.

When adding an item, you’ll need to provide the following information at a minimum:

• a title
• volume
• category

You can also take a picture of the item by tapping the camera icon, or upload an image from your photos.

4. After adding the item details, tap “Save”

The item is then added to your venue and can be counted.

No Barcode

If an item doesn’t have a barcode, for example, a beer keg or premium wine, tap the “Search / Add” button to add it to your venue’s list.

You can search the WISK database for the item by tapping “Search Online”, Or you can add the item manually by tapping “Add Item”.

When adding an item, provide a title, volume, and category, and take a picture if able.

The item is then added to your venue and can be counted.

Counting

With your item called up, it’s now time to count it. As mentioned earlier, you’ll count items in a systematic fashion. Scan and count what is in front of you as you work your way through the area.

For example, if at the start of the area, you have 2 full units of Jameson 750ml, and there are 2 more at the far end of the bar, scan and submit those counts separately as you get to them in the area. WISK adds the counts together when you have finished the area. Don’t add them up in your head and submit it as 4 full units.

By adding them separately, it is much easier to review your counts and make sure you haven’t missed anything.

Partial Units

For partial units, you can either use the visual mode or scale to record it.

Visual

If using the visual method:

1. Tap how much of the item remains using the point system.
2. Tap confirm to submit the count.

Scale

If you’re using the supported Bluetooth scale:

1. Tap the scale icon to enable it if not already enabled. The scale then automatically connects to your device.

Note: If you're having trouble getting the scale to connect, see our troubleshooting article.

2. Place the open item on the scale (if there is no full weight on file for the item, it’ll ask you to add one)

3. The app displays what is left in the item based on the weights on file. Always make sure that what displays on the confirm button matches what you see in person.

4. Tap confirm to submit the count

Note: If you place a partial unit on the scale, and the amount remaining in WISK does not appear correct:

• Make sure the scale is on a flat, level surface
• Check that the full weight on file for the item is correct by weighing a full unit

If you need to edit the item weight:

• How to Edit an Item

Full Units

For full units, you can submit them as individual units or cases:

1. Tap the + buttons to add an amount for units and/or cases, or you can tap the number in the centre to type in the amount.
2. Tap confirm to submit the count.

Note: If there is no case size set for the item, you can tap “case size” to add it.

Counting Tips

As you scan and count your way through an area, you can submit combinations of full and partial units. For example, if on a bar shelf, you had half a unit of Jameson, with 2 full units behind it, you would submit it as 2.5.

For a full list of inventory use cases, please see our “Taking Inventory” section of the help site.

Summary of Scans

When you’ve finished counting in an area or want to see what you have submitted so far, tap “Proceed to current scans”. The number beside the button represents the total count of items so far.

You’ll see everything you’ve counted, in the order it was submitted. Including whether it was the visual or scale method for partial units. At this point, it doesn’t add the counts together. You’ll see every single submission you’ve made. You can use the + or - buttons to adjust the counts if needed.

For example, if you counted 2 units of Jameson 750ml at the start of an area, and then 2 more at the end, you’ll see those individual submissions. This is so you can quickly review what you’ve added to make sure you haven’t missed anything. The next screen before you submit the inventory shows the total count (in this case, 4).

Deleting an Item

If you need to delete an item, you can swipe it to the left and tap delete.

Area Review

After you have double-checked your counts, tap “Review area Inventory”.

This screen shows the total counts for each item, and can you choose how to view this information:

• By the order it was submitted
• category
• alphabetically
• highest to lowest

At the bottom of the screen, it displays the number of unique items counted in this area, as well as the total count and dollar amount.

Note: If the dollar value appears low, you can add your missing costs after the inventory has been submitted. For more information see here:

• Adding missing costs

Saving the Area

When ready to save the area:

1. Tap “Save Area Inventory”
2. Tap “Save”

Note: If you’re in an area with no network reception, make sure you connect before saving the area.

Note: You can go back into a location after it has been saved to make changes if needed.

Count Remaining Areas

You’ll now see the Main Bar marked as saved, with a summary of what has been counted. This is a good way to tell if you have finished counting an area, or need to go back and finish it.

Now count your remaining areas. You can only submit your inventory after saving all areas in your venue.

3. Reviewing & Submitting the Inventory

As you submit and save your last area, you’ll receive a prompt asking if you wish to add another area, review the inventory, or you can hit cancel if you need to finish counting in another saved area.

When you tap “Review and submit inventory”, you’ll see a breakdown of the inventory, and you can choose how to view it:

• By Item categories
• Alphabetically
• Inventory count

You’ll see the total count for each item, and you can tap it to see where it was counted. You can tap into an area to adjust the count if necessary.

When everything looks correct, you’ll see the total number of unique items in the inventory, the total count, and the total dollar value of your inventory at the bottom of the screen.

Submitting the Inventory

To submit the inventory:

1. Tap “Submit inventory”
2. Tap “Approve”

After submitting the inventory, a copy of the inventory report is emailed to the designated recipients.

• Click here to learn more about the inventory report.
• Click here to learn more about email report permissions

If you notice that you made a mistake during the inventory, you can edit a previous inventory to correct the count.