Article Contents
Introduction
After completing an inventory count, you're emailed two types of reports in XLS format:
Inventory Report by Item
Inventory Report by Area
You can also view your completed inventory on the Inventories page of the WISK Web Portal and download additional report formats.
Emailed Reports
Inventory reports send to each user in the venue set to receive them. You can manage this under Venue Settings or the Team page. To learn more, see:
Note: If you didn't receive the inventory report, please see these troubleshooting steps.
Inventory Report by Item
This report provides a breakdown of the total count for each item and the dollar value of the inventory.
There are two tabs on the inventory report XLS , 1) Summary, and 2) By Item.
Summary Tab
This tab provides a high-level summary of your items, displaying:
Inventory start and end time
Total stock levels for each Family / Category
Total $ value for each Family / Category
Beverage Example
Food Example
By Item Tab
This tab provides detailed information for each item in your inventory. Items are grouped by Family then Category, and for each item it displays:
WISK ID Number
Product Name
Item Size / Format (quantity and unit of measurement)
Unit Cost
Stock Level (units)
Stock Level (in your preferred Volume measurement - oz or ml)
$ Value (based on item cost)
Beverage Example
Food Example
Inventory Report by Area
This report provides a breakdown of item counts and dollar value by area.
There are two tabs on the inventory report XLS , 1) Summary, and 2) By Area
Summary Tab
This page provides a high-level summary of your counts by area, displaying:
Inventory start and end time
Total stock level for each area by item category
Total $ value for each area by item category
Beverage Example
Food Example
By Area Tab
This tab provides detailed information of the counts by area. For each area, items are grouped by Family then Category, and for each item it displays:
WISK ID Number
Product Name
Item Size / Format (quantity and unit of measurement)
Unit Cost
Stock Level (units)
Stock Level (in your preferred Volume measurement - oz or ml)
$ Value (based on item cost)
Beverage Example
Food Example
Item Costs
When the reports are generated, the "Unit Cost" for each item is based on the cost from the last invoice added before the inventory start time.
If an item doesn't have a cost assigned to it, the "Unit Cost" field displays in red text and shows a value of 0.
You can add missing costs manually on the Items page of the web or app, or by adding an invoice that includes the item.
After adding any missing costs, you can generate a new copies of the reports to get an accurate dollar value of your inventory.
Inventories Page
You can view your completed inventory counts on the Inventories page of the WISK Web Portal.
Click "Inventories" then "Inventories" on the side menu bar
Place your cursor over the "Details" column of a completed inventory and click the "..." icon
By Item
By default, it shows you the inventory breakdown by item. You'll see the total value of the inventory, and for each item the quantity and the $ value. Items are grouped by Family and Category.
If you mouseover an item count, it shows you the count by area:
By Area
If you want to see your items separated by area, click the "By Area" tab on the top of the page.
You'll see your inventory areas and everything that was counted in them. For each area it shows the total number of items and the $ value.
If you only want to see a specific area(s), you can filter them by using the "Filter by area" drop-down. You can select more than one area.
Other Reports
You can download additional reports and also regenerate either XLS (by item or by area) by clicking the "Actions" button.
The following reports are available:
Download inventory report by item XLS - downloads an updated version of this report
Download inventory report by area XLS - downloads an updated version of this report
Download items by area XLS - a simplified version of the "by area" report that shows each item in a single row with the counts from each area
Email inventory report by item PDF - sends a PDF version of the by item report to your email
Note: When you download a report, it will have a "generated at" timestamp to help make sure you are looking at the most recent version.