To use WISK to its full potential, you will need to make sure your account is set up completely. WISK is a powerful tool that can help your beverage operation, but it is only as accurate as the data entered into it.
For each subscription plan, there is a customized setup checklist for you to follow in the WISK mobile app and Web Portal. Getting your Venue Setup progress to 100% sets you up for success.
For plans that include Point of Sale (POS) Integration (Plus and up), our most successful users follow this framework:
- Create your account
- Invite users to your venue
Step 1 - Adding Items & First Inventory
- Add Items & Complete First Inventory
- Add Distributor Prices and Details
- Add Par Levels
- Start Point of Sale (POS) System Integration*
*Some POS Integration processes take more time than others. If you let us know your POS early, we can start the process so it will be ready when you need it.
Step 2 - Adding Invoices & Second Inventory
Step 3 - Generating & Receiving Orders
Step 4 - Sales & Variance
After the initial set up period, make sure you perform inventories on a regular basis and add all of your invoices to keep your account information accurate.
Performing a weekly inventory allows you to catch potential issues fast, and take action to correct them.