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WISK Bar - Getting Started
Step 4 - Sales & Variance
WISK Bar - Importing Your Sales Data into WISK
WISK Bar - Importing Your Sales Data into WISK

How to import/upload your sales data into WISK to see variance and more

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

Article Contents


Importing your sales data into WISK is the first step towards calculating your menu item costs and seeing your variance.

Variance is the difference between how much of an ingredient was sold, and how much was actually consumed, and is one of the most valuable features of WISK Bar.

There are 2 ways to get your sales information into WISK:

  1. Integrating your POS

  2. Uploading your sales manually

Integrating your POS

WISK integrates with over 50 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.

Mobile App

Web Portal

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 protected]. 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

Note: If you are using other software that receives your sales data, such as Avero, you may be able to schedule a daily sales email through it instead of your POS.

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 isn't able to integrate with WISK through the methods outlined above, please send a copy of your sales/product mix in XLS or CSV format to [email protected]. We may be able to configure your sales file so you can upload it directly instead of transferring the data into our upload template.

Sales Imported

When you import your sales data, it creates a POS Item in your venue for each item sold. For example, if you sell an items in your POS called “Grey Goose Single”, and "Margherita Pizza" there are corresponding items created in WISK. To view these POS Items on the WISK Web Portal:

  1. Click “Sales on the left-hand menu bar

  2. Click “POS Items”

For those POS Items, add the ingredients that are used every time it's sold. This gives you the item cost and tracks its usage.

The "POS Items" screen that shows the menu items from your venue

Learn more:

Note: New POS Items 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.

On the Variance page, for each item in your venue, WISK tells you how much should’ve been used based on the sales of all POS Items it's an ingredient in.

In the example below, it shows that based on the sales and POS Item mapping, 26.88 units of Tito's (1000ml) were sold, but 32.50 units were consumed (based on the inventory count and invoices received).

Variance = Consumption - Sales

In this case, the variance is -5.62 units. In other words, you had a loss of 5.62 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.

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