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How to Cancel / Restart an Ongoing Inventory
How to Cancel / Restart an Ongoing Inventory

If you start an inventory but are unable to finish it in a period where there are no sales, you may need to cancel it

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

Article Contents

Introduction

To keep your data accurate, you must start and finish your inventory count in a period where there are no sales in your venue.

If items are being sold while taking inventory, you won’t have accurate data.

For example, lets say you start an inventory count on Tuesday morning but are unable to finish it, and service begins. When you resume on Wednesday morning, you'll have sold items and the counts you took the previous day no longer reflect what you have in stock.

If you continue the inventory count, your consumption, variance, and sales data won't be correct.

Canceling an Ongoing Inventory

If you start an inventory and are unable to finish it before sales occur in your venue, or need to cancel for another reason, follow the steps detailed below.

Important: Before cancelling an inventory, make sure you don't have any other team members actively counting in that inventory.

Mobile App

  1. Tap "Inventories" on the bottom menu bar

  2. Swipe "Continue Ongoing Inventory" to the left

  3. Tap "Cancel"

  4. Tap "Cancel Ongoing Inventory"

  5. The ongoing inventory is cancelled, and you'll see the button change to "Start Inventory"

WISK Web Portal

  1. On the "Inventories" page, place your cursor over the inventory you want to cancel and click the pencil icon

  2. Click the "Archive" button on the top right of the window

  3. Click "OK" on the confirmation pop-up

  4. The inventory is cancelled and no longer appears on the "Inventories" page

    Note: It may take a few seconds for the inventory to be removed

Restarting an Inventory Area

Lets say you started an inventory on Tuesday and didn't finish it, but completed counting in an area. Sales occurred in your venue on the Tuesday night, and you continued the inventory Wednesday morning instead of canceling it.

You count the remaining areas, which have an accurate stock count. What do you do about the area counted on Tuesday?

Instead of cancelling the whole inventory, you can restart that area.

Note: After restarting the area, make sure to change the inventory start time to the current date.

Mobile App

  1. On the screen with your list of areas, swipe an area to the left

    An arrow gesture to swipe the area to the left.

  2. Tap "Restart"

    After swiping the area, the "Restart" button appears and an arrow points to it.

  3. On the confirmation message, tap Restart

    The "Restart" button on the confirmation pop-up is highlighted.

  4. The area now displays as "Not Started"

    The "Main Bar" area is highlighted to show the status has changed to Not Started.

  5. Tap "Edit dates" to change the inventory start time to the current date

    The "Edit dates" button is highlighted.

Note: Restarting an area will erase everything you have submitted so far in that area.

WISK Web Portal

  1. On the "Inventories" page, place your cursor over the inventory you want to cancel and click the pencil icon

  2. Click the "Restart" button beside an inventory area

    An arrow points to the "Restart" button beside the area.

  3. Click "OK" on the confirmation pop-up

  4. The area displays as "Not Started"

    The area status changed from "Saved" to "Not Started"

  5. Click the pencil icon in the date field to change the inventory start time to the current date then click "OK"

    An arrow points to the pencil icon.

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