Article Contents

Introduction

When you import your sales data into WISK, it creates a POS Item in your venue for each item sold in your POS. For example, if you sell an item called “Grey Goose Single”, there is a corresponding POS Item created in WISK.

With those POS Items in your venue, the next step is to add the ingredients used every time the item is sold. This is called POS Item mapping or adding your recipes.

By mapping your POS Items, you can:

  • see your item costs

  • compare your sales to your usage/consumption

  • get real time stock estimates.

Before Mapping POS Items

Viewing POS Items

To view your POS Items on the WISK Web Portal:

  1. Click “Sales” on the left-hand menu bar, then "POS Items"

    The
  2. You’ll then see a table of all your POS Items

    The POS Items screen that displays all unmapped and mapped POS Items.

Before you start mapping your POS Items, we recommend you take the following time-saving measures:

  1. Archive any irrelevant items

  2. Add serving sizes

  3. Filter and sort your POS Items

Archiving POS Items

Depending on your POS, WISK may receive sales data for categories other than beverage. If this is the case, you can archive the POS Items of what you're not tracking.

When you archive a POS Item, it is excluded from the total sales value. For example, if WISK pulled $15000 worth of sales for both food and beverage in your venue, by archiving the food POS Items you’ll get the total beverage sales.

Otherwise, it would use the $15000 including food sales to calculate your beverage cost.

To archive POS Items:

  1. Click the checkbox beside the items you want to archive (you can multi-select)

    An arrow points to the checkbox beside a POS Item.

  2. Click “Archive” on the pop-up menu that appears

    An arrow points to the

  3. Click “OK"

    An arrow points to the
  4. The selected POS Items are now archived.

Note: To restore archived POS Items, please see "Unarchiving POS Items".

Adding Serving Sizes

To help save time when adding recipes, you can create standard serving sizes. When you map a POS Item, you add the ingredient, and how much is used when the item is sold.

By having serving sizes, you select the amount of an ingredient used from a list, instead of typing in a custom amount each time.

For example, if your draft beer pints are 20oz, you can create a serving size for it.

To create a serving size:

  1. Click "Actions" then “Serving Sizes”

    The

  2. On the window that appears, click “Add serving size”

    An arrow points to the

    Note: By default, a serving size of "One Unit" is already in your venue. This could be used for full items (wine, beer, etc.) You can click it to rename it.

  3. In the "Title" field, enter a name for the serving size (for example, shot, small wine glass, etc.)

    The

  4. Enter a quantity, then click the drop-down menu to select the unit of measurement. Fluid Ounce is selected by default.

    The title of

    Note: You can learn more about the available units of measurement here.

  5. After adding the measurement, click “Save” to create the serving size.

    The quantity has been set to 2 fluid ounces and an arrow points to the

  6. The Serving size is added and appears in your list of serving sizes.

    The new serving size

    Note: You can edit serving sizes by clicking on them. You can also rearrange the order of your serving sizes by dragging and dropping. The order they appear on this screen is the order they appear on the list when mapping your POS Items.

If you change a serving size, the updated measurement applies to all POS Items it is used in.

Filtering and Sorting Tips

The number of unmapped items displays at the top of the POS Items page. Click the "Click here to update" button to filter the page to only show unmapped items.

A banner displays across the top of the POS Items screen showing the number of unmapped items.

If you have a large number of POS Items to map, use our preset view "Most Sold Last 30 Days". This sorts the POS Items from highest to lowest sales so you can map the items with the highest impact first.

To apply the view:

  1. Click "Default" under View

  2. Click "Most Sold Last 30 Days"

  3. The POS Items are now sorted from highest to lowest sales from the last 30 days

    The POS Items appear in the table sorted from highest to lowest sales from the last 30 days.

Mapping POS Items

Adding Ingredients

To map a POS Item:

  1. Click the “Ingredients” column of a POS Item

    An arrow points to the

  2. A window opens and displays the POS Item’s Title, POS Code, and the menu price of the item. By adding the ingredients, you'll get the total cost and cost percentage of the POS Item.

    The POS Item window that shows all details.

  3. Click into the "Search for ingredient" field. Start typing the name of an ingredient, and it searches your venue's item list. Click a search result to select the item.

    An arrow points to the matching search result.

    Note: If there is no matching item, you can either create a new item or batch

    If no item is found, two separate buttons
  4. Then select the serving size. This is the amount that is used when the item is sold. You can select from the Serving Sizes you've created, or enter a custom amount. Click “Serving Size” and select an option from the drop down menu

    An animated gif showing how to select different serving sizes from the drop-down menu.

  5. If you select a preset Serving Size, the item is added to the recipe and saved automatically. If you select a custom size, you’ll enter the quantity, unit of measurement, and then click “Add”. For more information, please see "Custom Serving Sizes" below.

  6. Once an item is added, you’ll see the cost of the POS Item based on the cost per unit of the ingredients, the profit, and the cost percentage

  7. Continue adding ingredients if needed. You can also add any additional costs. When finished, either close the window, or click the arrow buttons to move onto the next POS Item.

Custom Serving Sizes

As part of the Vodka Martini POS Item above, we added 0.75oz of Dry Vermouth. We didn't create a serving size for this, so it must be entered as a custom amount.

To add an ingredient with a custom serving size:

  1. Select your ingredient in the "Search for ingredient" field

  2. The Serving Size is set to "Custom" by default

    The Dry Vermouth item has been selected.
  3. Type the quantity and select the unit of measurement

    An arrow points to the different units of measurement available in the drop-down list.
  4. Click “Add”

    The
  5. The ingredient is added to the POS Item

    The ingredient appears below the other ingredients added to the POS Item.

Other Costs

Your POS Items may have ingredients that you choose not to inventory in WISK. For example, garnishes, syrups, etc.

If you want to add the cost of those ingredients you don’t track in WISK, you can add a flat value in the "Other costs" field.

An arrow points to the

This amount is added to the cost of the POS Item and recalculates the Profit and Cost Percentage.

A value has been entered in the

Cost Alerts

To help monitor your costs, you can set alerts for when POS Items go above certain cost percentages.


To learn more, please see:

Other

Batched Cocktails

If your venue has premixed (batched) cocktails that you keep in inventory, please see:

Feature Cocktails & "Open" POS Items

It’s best if your POS Items are as specific as possible. If you have a generic “Feature Cocktail” or “Open Liquor” button, you won’t be able to map that POS Item with specific ingredients, because it'll always be different.

You’ll need to leave these items unmapped, and manually compare your consumption to sales of those items.

If there is a recurring drink that is often entered under an open category, you’ll want to create a button for it in your POS.

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