Managing Areas - App

How to add, edit, or delete areas in your venue

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents

Introduction

Areas are physical spaces in your venue where inventory is stored.

In the WISK app, you can manage your areas from the Venue Settings, or during an inventory.

When managing your areas, you can add, edit, or delete them.

Venue Settings

  1. Tap “More” on the bottom menu bar

    An arrow points to the "More" bottom menu button.

  2. Tap “Venue settings”

    An arrow points to the "Venue Settings" button.

  3. Tap “Areas”

    An arrow points to the "Areas" button

Adding an Area

  1. Tap the 3 dots on the top right of the screen, then tap “Add area”

    The 3 dots on the top right are highlighted for emphasis. An arrow points to the "add area" button.
  2. Enter the area name. You can also take or upload a picture by typing “Add Photo"

  3. Tap “Save”

    An arrow points to the "Save" button.

    Note: Area names must be unique. You cannot create an area with the same name as an existing or archived area. If try this, you'll receive an error message

    The error that displays if you try to create an area with a name that has been used before
  4. The new area appears in your list of areas

    The new area appears in the list of areas.

Note: When you take your next inventory, you can count the area. The new area won't appear in inventories that were completed in the past.

Reordering Areas

  1. Tap the 3 dots on the top right of the screen, then tap “Change order of areas”

  2. Drag and drop the areas into your desired order

    An arrow points to part of the area to drag to move it.
  3. Tap "Save order of areas"

    The "Save" button is highlighted for emphasis.

Editing an Area

  1. Swipe an area to the left

    An arrow gestures to swipe to the left.

  2. Tap “Edit”

    An arrow points to the "Edit" button.

  3. You can change the name of the area, or add / change the photo. After making your changes, tap “Save”.

    An arrow points to the "Save" button.

Note: You can also set the area as the default area for invoices and returns by swiping it to the left and tapping “Set default”

Deleting an Area

  1. Swipe an area to the left

    An arrow gestures to swipe to the left.

  2. Tap “Delete”

    An arrow points to the "Delete" button.

    Note: If the area is the default area you won't see the delete button

  3. Tap “Delete” on the confirmation screen

    An arrow points to the "Delete" button.

  4. The area is now deleted / archived.

The deleted area will still appear in your past inventories, but won't appear when you take your next inventory.

Note: If you need to restore the area, you can do this on the WISK Web Portal. Learn more here:

During Inventory

You can manage your areas from the home screen of an inventory count.

Note: If you start an inventory and don't see your areas/your areas have disappeared, please contact support to fix the issue. Don't re-add your areas.

Adding an Area

To add an area, tap "Add another area".

An arrow points to the "Add another area" button.

Editing / Deleting an Area

To edit an area, swipe it to the left and tap "Edit Area". On this screen you can edit the area details or delete it.

An area has been swiped to the left and an arrow points to the "Edit area" button.

If you try to delete the default area, you'll see the following message saying that it can't be deleted. If you want to delete the default area, set another area as the default first.

A message

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