Article Contents
Introduction
Sometimes you'll have duplicate items in your venue's item list. This can affect your consumption and variance because they exist as two separate items in the system.
When you have duplicates, you'll want to merge them into one item. By merging them, it combines the current stock count, and all historical information (previous inventories, invoices etc).
You can only merge items that have the same measurement. For example, both items would need to be 750ml to merge.
Note: If you have two or more separate items that you use interchangeably in the same recipes, you would want to group them instead of merging them. To learn more, see:
Selecting Items to Merge
To merge items on the WISK Web Portal you can either:
Select all items to merge in the table by clicking the checkboxes beside them
Go into the details for an item and search for items to merge it with
Select from Table
Go to the Items or Variance Page
Search for the duplicate items
Click the checkboxes beside the items you want to merge
Click "Merge Items" on the side menu that appears
Search from Item
Place your cursor over an item and click the "Edit" button
Click the "Actions" menu and select "Merge or group"
Type the name of the item you want to merge and click the matching search result
Click the checkmark to add the item
After adding all of the items to be merged, click "Merge Items"
Item Details
A screen displays showing the output item on the left, and the two items to be merged on the right-hand side.
WISK automatically populate the fields for the output item, but always scroll through and review the information to make sure it's correct.
Note: When you merge items, you'll see each item has a "WISK ID". This is a unique identifier for that item. The WISK ID you select for the resulted item means that version of the item is kept, and the information from the other items is copied to it. The other items are then archived in your account.
You can toggle between the items (showing the name and WISK ID), and click the paste button beside a field to have it transfer over to the output item.
When merging items, pay close attention that the correct item cost (the cost from your most recent invoice) and barcodes get copied over to the resulting item.
Merging the Items
To complete the merge:
Click “Save” at the bottom of the window
A confirmation screen appears, click “OK”
Note: Merging items is permanent, always confirm you have selected the correct items before completing the merge.
Merge Complete
After you have confirmed the merge, it may take a bit of time depending on the amount of historical information to combine. When finished, you'll see one item with the updated information and stock count.
Before Merge Example
Prior to merging, we had two items, each with a separate stock count of 29 and 48.
After Merge Example
After merging we have one item, with the combined stock of 77.
Duplicate Item Archived
When merging items, you select which version of the item to keep (based on the WISK ID), and the data from the other item(s) is copied to it. The version that isn't kept is archived.
Items archived via a merge don't appear in the mobile app. You can still view these items on the WISK Web Portal using the "Archived" filter, but they cannot be edited.
If you merge items, and the duplicate comes back during or after taking an inventory, please notify [email protected] or reach out in the chat.