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:

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.

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

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.

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"

When pasting in information, make sure you aren't changing the cell formatting in the template. For example, if you paste in the "Net Sales" field and change the formatting to text, it won't import the data correctly. See - "Incorrect Cell Formatting"

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.

If you try to upload the template as a CSV file, it won't work.

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”.

Note: If you have access to more than one account/venue in WISK, make sure that you're in the correct one before uploading.

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.

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.

You can only upload sales for unlocked inventory periods. If there are locked inventories in a date range, you won't be able to select it.

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.

After selecting the range, upload the file.

When sales are uploaded manually, they are timestamped at 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:

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

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

If you upload the file successfully and see the quantity sold but no sales amounts in dollars, it's possible the "Net Sales" column formatting changed to text.

This can happen when pasting data into the template file. You can tell it's set to text because when you click into a cell you'll see the currency symbol in the formula bar. In this example it says $80 instead of just 80. Your spreadsheet software may also display a warning/error message.

To fix this, you'll need to change the formatting of the "Net Sales" cell to a number. In Excel you can highlight all values in the "Net Sales" column and click the warning and "Convert to Number"

The value should convert to a number. You can check this by seeing the number without the currency symbol in the formula bar.

Save the file and upload it again and you'll see the data populate correctly.

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.

For some POS systems that don't integrate with WISK, we support uploading a file that is exported directly from the POS. That way you don't have to fill out our template.

If you try to upload the WISK provided template, but your POS uses a custom file, you'll see the error message above.

The following POS systems use a custom file upload:

If using one of the POS systems above, use the custom file as outlined in the linked article.

Note: If you were using one of these POS systems in the past and switched to another, check that you've updated your POS Type in the Venue Settings.

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:

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.

If you have more than one account and upload the sales file to the wrong one, just upload the correct sales file for that account and do the following:

This deletes the existing sales data for that period and uploads the contents of the file.

Note: If you require additional assistance, please contact [email protected]

If you upload the wrong file for a specific sales period, this is a simple fix.

Lets say you take a monthly inventory and just finished your Oct 1 count, making your Inventory Range Sept 1 - Oct 1. When uploading the sales file, you accidentally upload the Aug 1 - Sept 1 sales.
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All you need to do is upload the correct file and the sales data will be fixed.