Overview

During your First Inventory, you will do the following:

  1. Create / Manage your locations where stock is stored and counted
  2. Scan and submit counts for bottles in each location
  3. Save all locations and submit the inventory

1. Creating / Managing Locations

  1. Open the WISK app and tap on “Complete first inventory”
  2. You will then see a list of your locations. By default, WISK provides you with a Main Bar and Stock Room.
  3. You can create a new location by tapping the + button on the top right, or you can edit an existing location by swiping it to the left and tapping "Edit Location". You can also delete a location on the edit screen.
  4. When your locations are set up, you can tap a location to begin counting.

2. Counting Locations

Please note:

  • You can only have one user counting a location at a time. Click here to see how to create users.
  • If the location doesn’t have an internet connection, enter the location in the app before you enter the physical space. You can scan and submit bottles offline.
  • You can add additional locations if you need to create more by tapping the 3 dots on the top right of the screen.

When counting your locations, you will scan the barcodes on each of your bottles. While counting:

  • Scan your bottles in a systematic fashion, top to bottom, left to right. 
  • Scan and submit what is in front of you. For example, if there is a partial bottle of Jameson 750ml, with a full one behind it, you would submit those together. If you had another 2 bottles of Jameson 750ml beside each-other farther down the bar, scan and submit them together. Don't try to add everything up, WISK will do that for you.
  • As you scan bottles, they are added to your venue bottle list. If a bottle does not have a barcode, use the Search function, and tap "Add Bottle".

Inventory Use Cases

As you scan and submit counts, you will come across:

If you scan a bottle and some of the information appears incorrect, or you need to add a weight, please see these resources:

3. Saving Locations

When you have finished counting all of the bottles in a location:

  1. Tap the Summary Tab
  2. Tap Review Inventory Location
  3. Tap Save
  4. If finished counting all locations, tap Approve Venue Inventory / Submit Completed Inventory
  5. Tap Approve, the inventory has been submitted

After submitting the inventory, you'll be emailed a copy of your inventory report. 

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

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