Article Overview

What is WISK?

WISK is the key to improving your food and beverage operations. Our software:

  • speeds up inventory counts and ordering

  • provides accurate costing

  • identifies losses, and more

You can use WISK via:

  1. The WISK iOS app

  2. The WISK Web Portal

Most of our users use the app for taking inventory and adding invoices, and the web for placing orders and viewing reports.

The Basic Actions

How you use WISK depends on your subscription plan and the features available to you. For more information, please see our pricing pages.

Regardless of your plan, WISK runs on having good data.

The key to success is performing a regularly scheduled inventory. For users on Essentials or higher, you must add all your invoices into the system.

This ensures that you have accurate consumption/usage data.

Taking Inventory

Since your venue has most likely completed at least one inventory, you should learn how to use the "List View". For each area in your venue, you'll see a list of every item that was counted, in the order it was submitted. By making use of this, you can speed up your inventory count.

Adding Invoices

Whenever your venue receives new stock, you must enter the invoice into WISK. You can add invoices from orders that have been generated in WISK, or you can enter an invoice manually (for any orders you didn't generate in WISK):

Consumption

By taking regular inventory and adding invoices, this provides you with accurate consumption data. 

Consumption = Starting Inventory + Invoices - Ending Inventory

We use this data to identify your overstock, understock, deadstock, and suggest how much stock you should order (WISK Par). 

If your POS is integrated with WISK, we also compare sales to your consumption to identify overpouring / spillage (see the Variance section below).

The key to using WISK is making sure that your consumption is accurate, otherwise you won't be able to get full value from the system.

Placing Orders

After taking an inventory, it's best practice to generate your orders to your distributors.

You can set your par levels and use the auto-fill feature to quickly add products to your order. With accurate consumption data, you can also pre-fill using the WISK Par. We track your usage of products and recommend how much you should order to ensure you have the correct amount on hand.

Variance

If your POS is integrated with WISK, we pull your sales information into the system. 

For each item in your POS, you'll add the recipe so WISK knows how much product you are using each time an item is punched. Your items may already have recipes added, but as you add new items in your POS you will have to add recipes to them.

Whenever you complete an inventory, WISK compares your sales to your consumption to see your variance. 

By getting your variance as small as possible, you'll increase the profitability of your venue. To learn more, please see:

Updating Your User Account

If you have taken over a pre-existing user account, make sure to update your user information. Learn more here:

If your user account has Admin permissions, you may also want to review the user accounts and see if any users need to be removed. Learn more here:

Additional Training & Resources

To help you learn how to use WISK, we've prepared a number of articles, videos and tutorials. Learn more here:

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