WISK Bar - Setup Checklist

A list of the key actions required to get your WISK Bar account set up and providing actionable information to improve your operations

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

Article Contents


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 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.

Our most successful users follow this framework:

Before you Start

Before you start, you can add users to your venue, purchase a supported Bluetooth scale, or learn more about optional hardware:

Step 1 - Adding Items & First Inventory

Purpose: In this step, you'll start the POS integration process and add items to your venue during your first inventory. Adding your items is as simple as scanning an item's barcode and it'll find a match in our database.

After completing the inventory, you'll add the costs of your items to get an accurate inventory value and add your distributors so you can add invoices and place orders.

*Most POS integrations are quick, but some take longer than others. If you start the process now, the integration will be ready for when you need it.

Step 2 - Adding Invoices & Second Inventory

Purpose: After completing your first inventory and setting up your items, you'll need to add any invoices for items received after that inventory. By adding your invoices, WISK provides you an accurate consumption/usage report when you complete your second inventory.

Accurate consumption data is important because it helps WISK identify your overstock, deadstock, understock, suggest pars, and more.

Step 3 - Generating & Receiving Orders

Purpose: This step takes you through how to generate orders in WISK, and add invoices when the order is received. Generating orders in WISK is fast with our prefill options, and when the order comes in, you'll see a list of outstanding orders.

You'll select the order from the list, make any changes if necessary, and the invoice is added. This way, you won't miss adding any invoices to your venue.

Step 4 - Sales & Variance

Purpose: When your POS is integrated, your sales data is imported into WISK. When you do this, the menu items your sell in your POS appear in your account. You'll then add your recipes to those POS items. In other words, what should be used when the item is sold.

This gives you theoretical consumption for each item in your venue, which is compared to the actual consumption from your inventory counts. The difference between theoretical and actual consumption is called the variance. If your actual consumption is higher than the theoretical, this amounts to a loss that increases your costs. By identifying these variances, you can take action to improve your operation.

Next Steps

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.

For the best results, we recommend taking inventory on a weekly basis. A shorter time period makes it easier to identify and isolate any potential issues.  

WISK will use this data to calculate suggested amounts to order for each item, and identify any overstock and deadstock.

If you're seeing a consistent variance on certain items, you can start taking independent inventories (also called spot checks) to find the source.

Learn more here:

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