Importing your sales data into WISK is the first step towards seeing your variance, the difference between what was sold, and what was actually consumed. Variance is one of the most valuable features of WISK.
There are 2 ways to get your sales information into WISK:
- Integrating your POS
- Uploading your sales manually
Integrating your POS
WISK integrates with over 35 POS systems (and we're always adding more). You can see our list of current POS Integrations with setup instructions here.
To start the integration process, you’ll need to select your POS provider. When you select your POS, you'll receive an email with instructions on how to complete the integration.
You can select your POS from the setup checklist in both the mobile app and web.
Note: If you select your POS on the WISK Web Portal, you'll be provided a link with setup instructions.
This determines the integration method that is available to you.
There are two ways to integrate your POS with WISK:
1. An automated daily email of sales/product mix in XLS or CSV format sent to email@example.com. At a minimum, the sales report needs to include the following information:
- POS Code - the unique identifier code for the item in your POS system (if your POS does not use identifier codes, WISK will use the Item Name in its place)
- Item Name - the name of the item in the POS
- Quantity Sold - the quantity sold of the item in the sales report period
- Net Sales - the total dollar value of the item sales
2. Direct API to pull sales data in real-time
Manual Sales Upload
If your POS isn't on our list of integrations, you can manually upload your sales into WISK while we pursue the integration.
Note: If your POS provider is not able to integrate with WISK through the methods outlined in the “Integrating your POS'' section, please send a copy of your sales/product mix in XLS or CSV format to firstname.lastname@example.org. We may be able to configure your sales file so you can upload it directly instead of transferring the data into our upload template.
When you import your sales data, it creates a POS Item in your venue for each item sold. For example, if you sold an item in your POS called “Grey Goose Single”, there would be a corresponding item created in WISK. To view these POS Items on the WISK Web Portal:
- Click “Sales on the left-hand menu bar
- Click “POS Items”
For those POS Items, you add the ingredients that are used every time the item is sold.
Note: New POS Items will appear over time as you add new items for sale in your venue.
After mapping all of your current POS Items by adding your recipes, WISK compares how much you sold to how much you consumed when you complete an inventory count.
For each item in your venue, WISK tells you how much should’ve been used based on the sales of all POS Items it is an ingredient in.
In the example below, it shows that based on the sales and POS Item mapping, 11.2 units of Havana Club were sold, but 11.9 units were consumed (based on the inventory count).
Variance = Consumption - Sales
In this case, the variance is -0.7 units. In other words, you had a loss of 0.7 units.
Seeing your variance helps you spot any potential inventory issues, including over pouring or theft.
You can learn more about Variance in our “Understanding Variance” article that appears later in this section.