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:
- Create your account
- Invite users to your venue
Step 1 - Adding Items & First Inventory
Purpose: In this step, you'll start the POS integration process, complete your first inventory and build your venue's list of items. You'll then add the costs of your items to get an accurate inventory value and add your distributors so you can add invoices and place orders.
- Start Point of Sale (POS) System Integration*
- Add Items & Complete First Inventory
- Add Distributor Prices and Details
- Add Par Levels
*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 will provide 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.
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.