Article Contents
Introduction
If you’ve submitted an inventory and made a mistake, you can go back into it and adjust the counts. It’s best to make any edits to an inventory not long after it was submitted so your count is accurate.
Note: Only edit a submitted inventory to fix counting mistakes. If you're taking a new full inventory count, start a new inventory instead.
You can edit an inventory on both the mobile app and WISK Web Portal.
Mobile App
Select an Inventory
Select the inventory that you need to edit:
Tap “Inventories” along the bottom menu bar
Tap “Inventories History”
Tap an inventory on the Inventories History list
Update Counts
Tap into an area
You can add new items to the area by using the scanner or search, or you can adjust the current counts by tapping “Proceed to current scans”
You’ll then be on the Inventory Area Summary page. This shows you everything that was submitted in order in the area, and you can adjust the counts. You can scroll down or use the search bar to find the items you need to update.
Full Units
To adjust the number of full units, tap the “+” or “-” buttons beside an item
Partial Units
To adjust partial units, tap the item, and either select a new amount using the visual mode or place the item on the scale and tap Confirm when the new weight registers.
Deleting an Item
To delete an item, swipe it to the left and tap “Delete”
Saving the Update
As you make changes in an area, the new counts save in real time. When you've finished making your changes, check if you need to edit any other areas.
If so, you can back out of the current area by tapping the back arrow and tap into another area.
Note: You'll see that the "Saved" time for the area has updated to reflect when your latest changes occurred.
Resending the Inventory Report
After making your final updates in the last area, you'll want to generate a new inventory report.
On the inventory home screen, tap the "X" button to exit the inventory.
On the "Resend Reports" prompt, tap "Resend". This will send an updated copy of the inventory, consumption and variance reports to reflect the latest changes via email.
WISK Web Portal
Select an Inventory
Select the inventory count that you need to edit:
1. Click Inventories > Inventories on the left-hand side menu bar
2. Click the “Edit” button (pencil icon) beside an inventory
Note: If you click the "Eye" icon, you can also adjust the counts if necessary, but the "Edit" function is better if making multiple changes.
Update Counts
1. Click the “Modify” button beside the area you need to edit a count
2. On the “Edit Inventory” screen, you’ll see everything that was counted in the area on the right-hand side under “Summary” in the order it was submitted.
3. You can click the “...” beside an item to see all individual submissions of it in the area.
Note: It displays the total count and each individual submission in that area.
4. Adjust, add, or delete counts as necessary.
Full Units
To change the number of full units or cases, click into the field, and type the new amount.
Partial Units
To edit a partial unit, either drag the slider to the new amount if the item was counted with the visual mode or type the new weight (in grams) into the “Scale” field and it will update the volume remaining.
Adding an Item
To add an item, click the “Add inventory entry” button.
Deleting an Item
To delete an item, click the “X” button beside it.
Saving the Update
When you update a value on the WISK Web Portal, it saves automatically. Just click the “X” button on the top right corner when you have finished making your changes and the inventory is updated.
Resending the Inventory Report
Unlike the mobile app, you aren't prompted whether you want to resend reports after making edits. To send out updated copies of the reports:
Click the "View" icon beside the inventory
Click the "Actions" menu, then "Email Reports (Inventory/Consumption/Variance)
Note: You can also download a spreadsheet or PDF of the inventory report from this menu.