Article Contents

  1. Selecting a Distributor

  2. Adding Items

    1. Manually

    2. Prefill Using Your Par

  3. Reviewing the Order

  4. Generating the Order

  5. Generate & Send Emails / SMS to the Distributor

    1. Excluding Item Costs (Optional)

    2. Adding Contacts / Notes & Sending

    3. Email / Text Tracking

    4. Example Email / SMS

Selecting a Distributor

  1. Tap "Orders" from the bottom of the Home Screen

  2. Tap "Prepare Orders"

    The
  3. Tap “Start” beside a distributor to begin placing an order

    An arrow points to the

Adding Items

You’ll then see all of the items assigned to that distributor. You can scroll up and down, or use the search bar to find specific items.

The ordering screen for the distributor. It shows all items associated with them.

Manually

You can use the + button to add an item to the order, or tap the number and type the quantity. This will add either units or cases depending on the default order format that you have set for this item (units or cases).

If you wish to order the item in a different format, tap the item and you'll see the option to add it the other way

Note: You can change the order format by tapping the Edit button (the pencil icon).

Prefill Using Your Par

While you can add items manually, you can also pre-fill your orders based on the par levels that you have set for each item.

For each item you'll see the par level, as well as the Stock and Real-time stock (if your POS is integrated). WISK will provide a recommended amount to order based on the Stock value, and the par levels you have set.

To learn more please see:

To use the prefill:

  1. Tap "Prefill using your par"

    An arrow points to
  2. Tap "Prefill" on the confirmation window

    An arrow points to

  3. The recommended amount for each item is added to the order

    The recommended amount for each item has been added to the order.

Note: At this time, you can only pre-fill using the par levels you have set. It does not use the WISK par that is calculated based on your venue's consumption. For more advanced pre-fill options, please see Generating a Purchase Order (Web)

Reviewing the Order

After you have added your items to the order, tap “Review Order”

The

You'll see all the items that you have added to the order, along with a summary about the number of items ordered, and the approximate value based on the most recent item costs.

At this point, you can either save the items you have added so far or generate the order:

The

Save - This saves the items that you have added to the order so far, think of it like having items in your shopping cart. You can come back to these items to generate the order later, or even view it on the WISK Web Portal to complete the order.

Generate Order - This generates a purchase order in WISK

Generating the Order

When you tap “Generate Order”, the following options appear:

Generate and Send Emails / SMS - This generates the order and goes through the flow of emailing and texting it to the distributor

Generate and Save - This generates the order in WISK, but it has not been placed. You can still make changes to the order, and you can place it by other methods (phone, in-person, etc.).

Cancel - This takes you back to the “Order Review” screen.

Note: So long as you generate the order in WISK, even if you place it by other means, it saves you time adding the invoice when it arrives.

Generate and Send Emails / SMS

Excluding Item Costs (Optional)

As mentioned earlier, the costs of the items are based on the value from the most recent invoice, and may not reflect the distributor's current cost.

If you don't want the order email to include the item costs, you can check the "Exclude Price From Purchase Orders" checkbox on the Distributor details page on the WISK Web Portal before.

The

Adding Contacts / Notes & Sending

When sending an order through the WISK Mobile App, the email and mobile number fields will automatically populate with the contact information you have provided for the distributor.

Please see this article to see more about adding / managing distributor details.

You can add additional emails and numbers to the order if you would like to have multiple recipients. The email address you are logged in with will also receive a copy of the order email.

You can also include any notes / directions in the body of the email.

Note: If you do not want to send an SMS message, you can leave the Mobile/Cell numbers blank, or remove the number.

When ready to send, tap Send Email / SMS. You'll see a confirmation message in the app that it has been sent.

When the order comes in, you can then receive it in the app.

Email / Text Tracking

To provide assurance that your order was received by the distributor, WISK tracks when an order email/text has been opened by the recipient. You can view the tracking on the WISK Web Portal.

Example Email / SMS

Here are examples of what the order email and SMS message look like.

Email (with Costs)

An example of the email showing the amount ordered and the approximate value.

Email (Without Costs)

An example of the email showing the amount ordered.

SMS

The SMS message includes a link to a webpage where the order can be viewed:

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