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.

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).

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 provides a recommended amount to order based on the Stock value, any pending/open purchase orders, and the par levels you have set.

To learn more please see:

To use the prefill:

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)

If an item has pending purchase orders, this affects the amount recommended to order.
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A pending purchase order is an order generated in WISK that hasn't been closed out. This means the invoice hasn't been added for it yet, or the invoice may have been added but needs to be linked to the purchase order.

When generating an order, it displays if there are any pending purchase orders for items:

In this example, the par level is 6 units and the stock is 0. However, there are 3 units on another order that has not been received. In this case, it recommends ordering 3 units.

If the invoice has already been received, then this order may need to be closed/marked as received.

To learn more, see:

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

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:

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

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.

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.

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. If the number is invalid, it will show an error message when sent, but the email will still send.

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.

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.

Note: If this is your first time emailing and/or texting this distributor through WISK, we recommend you contact the distributor to confirm they have received it. If the phone number entered is invalid, it will show an error message but the email will still send.

As mentioned above, if you enter an invalid phone number for the distributor, it will throw an error message after clicking "Send".

In this case, the email will still send, and any other phone numbers that are valid receive the order text.
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At this point the order screen remains open. You can either:

If the order email doesn't make it to the recipient, you'll receive an email notification.
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This could happen for a number of reasons, but some possibilities include:

You can learn more about the email message here.

Here are examples of what the order email and SMS message look like. The items display in alphabetical order.

This is what the email looks like if you toggled on the "Exclude prices from purchase orders" checkbox on the Distributor page.

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