Article Contents
Introduction
Adding your distributors and assigning them to your items is important because it allows you to generate orders and add your invoices.
Generating your orders in WISK saves time, and adding your invoices is the only way to get accurate data about your venue’s usage / consumption and item costing.
If the WISK Invoicing team processes invoices for you, you'll need to add your distributors before you can upload invoices into your account. if you add the distributors ahead of time it will speed up
WISK Web Portal
Adding Distributors
To add a distributor:
Click “Items” > “Distributors” on the left-hand menu bar
Click “Actions” > “Add Distributor”
Note: If you have a large number of distributors, you can use our distributor upload template instead. Learn more: Importing Distributors into your Venue
Note: For Beverage venues based in Canada, the LCBO and SAQ are added automatically if in Ontario or Quebec.
Type the name of the distributor in the “Name” field. Any matches in the WISK database display.
Distributor Search - Match Found
Distributor Search - No Match Found
Other Details
Ideal Stock Days - This is used by WISK to recommend how much to order based on your current stock. This can be set at both the venue and/or distributor level - Learn More
GL Account - Part of the accounting integration - Learn More
Exclude Price From Purchase Orders - When sending order emails to distributors, it won’t include the item costs
Auto Ordering - Automatically generates a purchase order based on your par levels after an inventory count is completed - Learn More
Note: You can add or change this information at any time if you don’t want to add it now
Click “Save”
The distributor is added to your venue. If you wish to add contacts for the supplier (including email and phone number), click the “Details” button. You can add as many contacts to a distributor as needed. Add more distributors as needed
Adding Distributor Contacts
By adding contacts to a distributor, when you generate orders to them in WISK, the email and phone number fields are automatically populated.
To add a contact to a distributor:
Click the "Details" button beside the distributor
Scroll down to the "Contacts" section. Enter the contact's name and provide an email address and/or phone number
Click "Add"
Note: You must provide at least an email address or phone number before you can click "Add"
The contact is added to the distributor. Add additional contacts if needed
The contacts appear in the "Contacts" column for the distributor
Assigning Distributors to Items
Now that you've created your distributors, you can assign/link them to your items.
You can assign distributors to Items on the “Items” page of the WISK Web Portal.
You can assign distributors to an item individually, or select multiple items.
Filter by Missing Distributor
To help see which items need a distributor assigned to them, click “Predefined filters” and select “Missing Distributor”.
If this filter is applied, items disappear from view as you assign a distributor to them. This way you can quickly work through your item list.
Note: If you click “Add missing distributors” on the Home screen, it takes you to the Items page with this filter applied.
Individual Items
Click into the distributor field of an item
Select a distributor from the drop-down menu to assign it to the item
Note: If the distributor hasn’t been added to your venue yet, click “New Distributor”. This takes you through the “Adding Distributors” flow above.
The distributor is now assigned to the item. If the “Missing Distributor” filter is applied, it disappears from view.
Multi-Select Items
To assign a distributor to multiple items at once:
Click the checkboxes beside each item, then click “Distributor” on the side menu bar.
Select the distributor you want to assign to the items from the drop-down list
Click “OK” on the confirmation pop-up window
The distributor has been assigned to all selected items. If the “Missing Distributor” filter is applied, they all disappear from view.
Note: If an item that doesn't have a distributor assigned to it is added to an invoice, it will be assigned to the distributor on the invoice automatically.
Spreadsheet Upload
Alternatively, you can download a spreadsheet of your venue’s items and add this information in the “Distributor” column and upload it. To learn more, please see:
Mobile App
Adding Distributors
To add a distributor:
From the “More” screen, tap “Venue Settings”
Tap “Distributors”
Tap the + button at the top right of the screen
Enter the name of the distributor. If you’d like to add a contact at this time, tap
“Add distributor contact”. You can add as many contacts for the distributor as needed.Note: You can add distributor contacts at a later time in the app or WISK Web Portal.
Tap “Save”
The distributor is added to your distributor list. Add more distributors as needed
Adding Distributor Contacts
By adding contacts to a distributor, when you generate orders to them in WISK, the email and phone number fields are automatically populated.
To add a contact to a distributor:
On the "Distributors" page, swipe a distributor to the left
Tap "Edit"
Tap "Add distributor contact"
Enter the contact's name and email address. You can also provide a phone number. Tap "Save"
The contact is added to the distributor. You can add more contacts if needed. When finished, tap "Save"
Assigning Distributors to Items
When assigning distributors to items on the mobile app, you can only do it one at a time.
From the “Items” screen, tap “View general” and then tap “View distributor” from the drop-down list
Note: You can also tap “Add missing distributors” from the checklist on the home screen
Tap “Set distributor”
Tap the “Distributor” field
Tap a distributor from the list to select it
Note: If you don’t have any distributors yet, tap “Manage distributors” and follow the steps in “Adding Distributors”
Tap “Save”
Note: You can also add the distributor code at this time
The distributor is assigned to the item
Note: If an item that doesn't have a distributor assigned to it is added to an invoice, it will be assigned to the distributor on the invoice automatically.
Distributor Codes
For each item, you can also add a distributor code. Distributors may have unique codes for their products that appear on invoices and are used for ordering. Some distributors may require these when placing orders with them to ensure you’re getting the correct product.
On the WISK Web Portal, you can enter it in the “Distributor Code” column or when editing an item.
On the mobile app, you can add it when assigning the distributor or editing an item.
Items with Multiple Distributors
For items that have more than one distributor, you can use the items variation feature: