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:

  1. Tap “Inventories” along the bottom menu bar

    An arrow points to
  2. Tap “Inventories History”

    The

  3. Tap an inventory on the Inventories History list

    The most recent inventory is highlighted, indicating it should be tapped.

Update Counts

  1. Tap into an area

    The

  2. 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”

    An arrow points to the
  3. 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.

    This shows all the items that were counted in the area in the order they were submitted.

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.

A red arrow points to the

Note: You'll see that the "Saved" time for the area has updated to reflect when your latest changes occurred.

The time the area was last saved updates to reflect that changes have been made to it.

Resending the Inventory Report

After making your final updates in the last area, you'll want to generate a new inventory report.

  1. On the inventory home screen, tap the "X" button to exit the inventory.

    An arrow points to the

  2. 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.

    The

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

An arrow points at

2. Click the “Edit” button (pencil icon) beside an inventory

An arrow points at the

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

An arrow points at the

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.

The

3. You can click the “...” beside an item to see all individual submissions of it in the area.

An arrow points at the

Note: It displays the total count and each individual submission in that area.

The

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.

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