Article Contents

Introduction

In your venue, you may have batched items, also known as premixed cocktails or infusions. These are items that you prepare in your venue and contain multiple items from your inventory.

For example, you may have a premixed Negroni that has gin, Campari, and sweet red vermouth. In order for WISK to know what’s contained in the premixed Negroni for tracking consumption, you need to create a batch.

Batches are used to create new prepared items from your existing inventory that can be inventoried and used for mapping your POS Items and costing purposes.

Creating a Batch

To create a batch:

  1. Click “Sales", then "Batches" on the side menu bar

    The

  2. Click “Create new batch”

    An arrow points to the
  3. Give the batch a title. In this example, we’ll put “Negroni Batch”

    The

  4. Next, you’ll set the yield for the batch. In other words, how much this batch creates. Enter the quantity and select the unit of measurement from the drop-down menu. In this example, we’ll say that the Negroni Batch yields 750ml, because that is the size of bottle we pour the ingredients into.

    The yield of the batch has been set to 750ml.

  5. Click “Save” to create the batch

    An arrow points to the

Adding Ingredients to a Batch

After creating the batch, a new window opens where you add the ingredients.

To add ingredients to your batch:

  1. Click the “Search for ingredient'' field and type the name of the ingredient you wish to add

    The
  2. Click an item that appears in the search results to select it. In this example, we’ll select Hendrick’s Gin 750ml

    Hendrick's Gin displays in the search results and an arrow is pointing at it.

  3. After selecting the ingredient, enter the quantity and measurement used and click “Add”. In this example, we’re adding 250ml

    Hendrick's Gin is set to 250ml and an arrow points at the
  4. The ingredient is added to the batch. Continue to add the rest of the ingredients as needed. When you’ve finished adding the ingredients, you’ll see the total cost of the batch

    All of the ingredients are added to the Negroni Batch, and the cost of $27.96 is highlighted

Note: The sum of your ingredients should equal the yield. In this example, we are creating 750ml of a Negroni Batch with 250ml of Hendrick’s Gin, 250ml of Campari, and 250ml of Martini & Rossi Sweet Vermouth Red.

If there are non-alcoholic items that contribute to the volume of the batch (juices, etc) that you are not inventorying, you can either create new items for these or create a generic item called "Non-Alcoholic Batch Ingredients".

Creating an Item for the Batch

After adding all of the ingredients to the batch, click the “Used as inventory Item” checkbox. This creates an item of the batch that can be counted when you take inventory.

An arrow points to the

When you click the box, a window opens showing the details of the item. You can make any changes if needed (set the category, add an empty weight or barcode, etc.)

The window that opens showing the item's details.

After closing the window, you can click “Linked inventory item” to see the details of the item again. You can also view it on the Items page.

An arrow points to the

The size of the item is based on the yield that you have set. In this example, it creates a 750ml Negroni Batch. You can tell which items are batches because "(batch)" appears beside the item title.

The batch appears on the

With the batched item created, make sure to count it when you next take inventory. The count of the batched items is recorded and then converted back to the base ingredients when viewing consumption and variance so you’ll see your overall usage of each ingredient.

POS Item Mapping and Variance

To learn how to add your newly created batch to POS Items, and see how it appears in your variance, please see:

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