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Adding Par Levels
Adding Par Levels

How to assign Par Levels to your items to speed up the ordering process

Nick Neale avatar
Written by Nick Neale
Updated over 2 months ago

Article Contents

Introduction

To help speed up the ordering process, you can assign par levels to each of your items.

Par levels represent the target amount of stock you want to have on hand after ordering from your suppliers. You can set this as individual units, or cases (if you have indicated a case size for the item).

Setting your par levels allows you to use the “Pre-fill” options when generating your orders. It looks at your current stock, and adds to the order whatever you need to reach the par level (minus any outstanding purchase orders).

If you have all of your par levels set, this allows you to generate your orders in seconds.

WISK Web Portal

Items Page

To add or edit your par levels on the WISK Web Portal:

  1. Go to the “Items” page. If adding pars, you can filter your items to only show those with Missing Par Levels by selecting from “Predefined filters”.

    The "Predefined filters' dropdown menu has been clicked and an arrow points to the "Missing Par Level" option.

    Note: You can also adjust your pars on the "Prepare Orders" page
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  2. In the “Your Par” column, type in the desired par level for the item (by default it is set to units but you can toggle it)

    12 has been entered into the "Your Par" column.

  3. Click into another cell, and the Par Level saves

    The new par shows for the item as 12 units.

Note: If you want to switch your par from units to cases, hover your cursor over the par level and you'll see a button to make the switch.

The cursor is placed over the item, and a button that looks like a box appears. Clicking it will switch the par measure to cases.

It converts it to the appropriate amount of cases based on what was entered for full units. You can switch it back to units by clicking the button again.

The par has been converted to 1 case from 12 units. There is a button to turn the par back to units.

Item Spreadsheet Upload

Alternatively, you can download a spreadsheet template of your items and add the par levels of each item, then upload it. Learn more:

Mobile App

To add or edit your par levels in the mobile app:

  1. From the home screen, tap the “Inventories” Tab then "Items"

  2. Tap the view option at the top of the screen and tap "View par"

    The "View general" button has been tapped and an arrow points to "View par"

  3. Beside each item, you’ll see the current par level. The default is 0 if a par hasn't been added yet. Use the “+” and “-” buttons to adjust the par, or tap the number in between to type a value and tap “Done”

    The + and - buttons to adjust the par are highlighted for emphasis.

  4. The par updates to the set value

    The par level of the item is set to 2 units.

  5. Par levels are set to "units" by default, but can be switched to cases if you swipe the item to the left and tap "Edit". Scroll down to "Par Level" and you can toggle between them.

    The "Par Level" field on the "Edit Item" screen is highlighted for emphasis.

  6. After adding the par, tap "Save"

    The par level has been set to 2 cases, and the "Save" button is highlighted for emphasis.

Your Par vs WISK Par

Over time, the system calculates a WISK Par, which is a recommendation based on your last 6 weeks of consumption data per item. Learn more:

Clearing Your Par

If you want to clear the par levels you've entered in the "Your Par" field for multiple items, you can do this on the WISK Web Portal.
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​Note: You can also clear the par for individual items by setting the par to 0.

  1. Click the checkboxes beside each item you want to clear the par from

    An arrow points to the checkbox beside an item

  2. On the side menu that appears, scroll down to and click the "Clear Par Level" button

    An arrow points to "Clear Par Level" on the side menu

  3. Click "OK" on the confirmation window

    An arrow points to the "OK" button

  4. The par levels are cleared/removed for the selected items

    The "Your Par" values are cleared for the selected items

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