While adding all of your invoices is essential to using WISK, tracking your returns is equally important.
If you don’t track stock you've returned to a distributor, your consumption will appear greater than it actually is the next time you take an inventory count.
Note: You can also use returns to transfer stock between venues. To learn more, please see:
You can add returns in both the WISK Web Portal and the mobile app.
WISK Web Portal
Select Distributor, Area, and Time
Click the drop-down arrow to select the Distributor for the return
Select the inventory area the items are being removed from
Note: If returning items from more than one area, just select the most applicable one
A window opens where you can start adding items to the return. Before you begin, make sure the date and time of the return is correct. By default, it populates with the current date and time. Click into the “Date” field if you need to make any changes
Note: If the return isn’t dated properly, it may impact your consumption for the wrong inventory period.
Adding Items to Return
Click into the “Add Item” field and start typing the name of an item
Click a match to select the item
Select the measurement type of the item. This can be units, cases, or a manual measurement (helpful for entering partial units)
Note: If you select manual, you can select specific units of measurement depending on whether it is a volume or weight-based item
Enter the quantity of the item to return, based on the measurement type you've selected
Click “Add”. The item is added to the return
Continue to add items to the return as needed. The return saves each time you add an item. Just close the window when you are finished, and the items are removed from your stock count
You can see the items that have been removed by going to the “Items” page. You’ll see the stock count has changed, and if you hover over the “i” icon, you’ll see the return
Adding Return Details
Select the area you are returning stock from
Change the date and time to when the stock was removed from your inventory (the current date and time will show by default).
Select the Distributor you are returning stock to
Tap “Continue” after entering all the details
You can then take a photo of any paper proof of the return, and tap "Next" or "Skip"
Adding Items and Submitting the Return
Tap the + button beside an item to indicate the number of units you are returning, then swipe it to the right to add it to the return.
Cases or Partial Units
If you need to add cases or partial units, you can tap the item to see more options.
Note: It's uncommon to return partial items to suppliers, but you may use this if you are transferring partial units between venues. When entering the value for partial units, you can use the Visual or Scale mode.