Importing an Invoice/Order from the SAQ Web Portal

How to import an invoice from the SAQ Restauration site into your WISK account

Nick Neale avatar
Written by Nick Neale
Updated yesterday

Article Contents

Introduction

If you are on the Professional plan or higher and use the SAQ Restauration site to place orders, you can import invoices from those orders into WISK.

Note: You will need to add the invoices manually for orders placed anywhere else or purchased from the store.

Add Credentials to WISK Account

To import invoices, you’ll first need to add your SAQ credentials for https://gca.saq.qc.ca/login to your venue on the WISK Web Portal.

To add your credentials:

  1. Click Distributors on the side-menu bar

    The "Distributors" button is highlighted on the side menu bar.

  2. Click the Details button beside the SAQ distributor

    An arrow points to the "Details" button for the SAQ distributor
  3. Enter the venue’s username and password for the SAQ Portal and click “Save portal credentials”

    The "Username" and "Password" fields have been filled in and the "Save portal credentials" button is highlighted.

    Note: If you change your password the integration will stop working. Re-enter the credentials with the updated password.

  4. The credentials are saved and no longer visible. You can remove the credentials at any time by clicking “Clear portal credentials”

    There "Portal credentials saved" message and "Clear portal credentials" button are underlined for emphasis.

Import Invoices

After adding your SAQ credentials, draft invoices will appear in your account automatically.

You’ll need to review the invoices and convert them before the stock is added to your inventory.

Note: If your plan includes invoice processing by WISK, these can be converted by our team.

To see your draft invoices for review:

  1. Click “Orders” > “Draft Invoices". You'll see a number showing the amount of invoices that need to be reviewed and converted.

    "Draft Invoices" is highlighted on the side menu bar for emphasis.
  2. Click the “Details” button beside a draft invoice

    An arrow points to the "Details" button beside a draft invoice.

  3. Follow the steps in the “Reviewing & Converting a Draft Invoice” article to finalize the invoice.

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