Article Contents

Introduction

If your POS isn't integrated, you can still upload your sales data into WISK manually.

Just download the sales upload template on the WISK Web Portal and upload your sales for either:

  1. A period between two completed inventory counts

  2. A preset or custom date range.

Note: If your POS provider is incapable of integrating with WISK, please send a copy of your sales/product mix in XLS or CSV format to [email protected]. We may be able to configure your sales file so you can upload it directly instead of pasting the data into our upload template.

Downloading the Sales Upload Template

You can download the sales upload template from the Sales page on the WISK Web Portal.

  1. Click “Sales" then "Sales" on the side menu bar

    An arrow points to the
  2. Click “Upload sales manually"

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    Note: You can also go to “Reports / Analytics” > “Variance” and select “Upload sales manually” from the Actions menu

    The

  3. Click the link to download the template. The file name is “WISK_Sales_Upload_TEMPLATE.xlsx”.

    An arrow points to the link to where you download the template.

Filling in the Sales Template

Copy your sales data into the template. The template has 4 columns you need to fill out: POS Code, Item Name, Quantity Sold, Net Sales.

The empty sales upload template with the 4 columns as stated below.
  • POS Code - the unique identifier code for the item in your POS system (if your POS does not use identifier codes, put the Item Name in this column as well)

  • Item Name - the name of the item in the POS

  • Quantity Sold - the quantity sold of the item in the sales report period. This number should include comped and discounted items

  • Net Sales - The net sales ($) for the item overall. (If there are commas in the number formatting, the sales will not upload properly)

Note: Do not change the default column names. If a column name is changed, it causes an error when uploading the file. See - "Column Name Issue"

Filled Template Example (with POS Codes)

An example of the sales upload template filled out.

Note: If your sales data doesn't have POS Codes, just paste the contents of the “Item Name” column into the “POS Code” column as well.

You can rename the file as needed, but make sure that it remains the .XLSX file type.

Uploading the Sales Template

When the template is filled out, you can upload the file.

Select the period for the sales upload. You can choose either “Inventory Range” or “Date Range”.

By Inventory Range

You can select a period between any two completed inventories. By default, it shows your two most recent inventories. You can click on the “From” and “To” fields to change the range.

By Date Range

You can select from a range of time periods in the drop-down list, or set a custom one. This allows you to upload sales regardless of when an inventory count has been completed.

Note: When you select a date range, it shows the period where the sales will be uploaded. Some of the preset date range times are based on the "Business day starting hour" which you can edit under Venue Settings.

Select File & Upload

After selecting the range, upload the file.

  1. Click “Browse” and select the filled out template

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  2. After choosing the file, there are a few options you can select (depending on your venue's setup):

    • Keep existing sales for selected interval - If you have already uploaded sales data for the period, checking this will add the data in the file to the existing sales. If it's unchecked, the sales upload will overwrite all existing sales data for the period

    • The upload is for the secondary POS - If you have more than one POS, and one of them isn’t integrated with WISK, you can upload your sales for that POS this way. By selecting this box, it won’t overwrite the sales from your other POS.

    The

    Note: "The upload is for the secondary POS" is only visible if you have designated a secondary POS in your Venue Settings

  3. When ready, click “Upload”

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  4. A prompt shows the selected period for the upload, and how your sales data will be updated. The message contents vary depending on what checkbox options you select. Click "OK" to finish the upload

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  5. The sales data may take a moment to appear. If it doesn't, refresh your browser. You'll be able to view the sales data for the selected period on the Sales or Variance page

    The sales data now appears on the

    Note: If you upload the sales for a period and forget to include something, just add it to the same template and re-upload it. Re-uploading the sales for a period overwrites the existing data (unless you check the “Keep existing sales for selected interval” box as detailed in Step 2 above)

When sales are uploaded manually, they are timestamped at the exact middle of the selected period.

The timestamp of the sales upload is the exact middle of the selected period.

If this is your first time uploading your sales, you will now have to add recipes to your sales items in the POS Items section. Learn more here:

Sales Upload Errors

Missing Data

If you upload the sales template, and there is missing data, you’ll receive an error message with each row that requires attention.

The error message shows which rows are missing information.

Check the file, and make the necessary changes, then re-upload the file.

Wrong File

If you upload any other file that isn't the provided template, you'll receive an error message saying "Error - 00474 No sales found".

Fill out the provided template and upload it.

Note: You'll also receive this message if you try to upload the WISK provided template, but your POS uses a custom file.

Column Name Issue

If you upload a file and see that there is an error for every line in the file, it's possible the name of a column has been changed. If it's not the exact name as in the default template, it causes an issue:

An error displays for every line in the invoice.

Open the file and check the names of the columns. In this example, we'll see that the "Quantity Sold" column contains "Quantity". For the upload file to work, the columns need to have the default names.

Change the column name to "Quantity Sold" and save the file. Try uploading it again and it should work.

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