Editing an Invoice, Return, Depletion or Transfer

Article Contents

• Introduction

• WISK Web Portal

  • Date / Time

  • Item Quantity

  • Item Cost

  • Removing an Item

• Mobile App (Invoices Only)

  • Date / Time

  • Item Quantity

  • Item Cost

  • Removing an Item

  • Saving Your Changes

Introduction

You can edit the time or contents of an invoice, return, depletion or depletion in both the WISK Web Portal and the mobile app.

WISK Web Portal

1. Go to the Invoices / Returns, Depletions or Transfers page

2. Click the “Details” column of the Invoice / Return / Depletion / Transfer that you want to edit

   

Date / Time

1. Click the “Date” field

   

2. Select the Date and time of the action. Then click "OK"

   

3. The updated time of the action displays

   

Item Quantity

To update the quantity of an item:

1. Place your cursor over the item and click the "Line measurement" field

   

2. Update the Quantity and Unit of measurement as needed (you can select units, cases, or specific volume/weight measurements). Click "Save"

   

3. The number of units updates

   

Item Cost

1. Place your cursor over the item and click in the "Cost" field

   

2. Update the Cost and Cost per Unit of Measurement as needed (you can select units, cases, or specific volume/weight measurements). Click "Save"

   

3. The item cost and total cost updates

   

Removing an Item

1. Place your cursor over the item, a blue arrow appears to the left of it.

2. Click the blue arrow

3. Click “Remove”

   

Saving Your Changes

When making edits on the WISK Web Portal, all of your changes save as you go.

Mobile App (Invoices Only)

Note: You can only edit invoices in the mobile app. If you need to edit a return, depletion or transfer, please do so on the WISK Web Portal.

1. Tap "Orders" on the bottom menu bar

2. Tap "Invoices History"

   

3. Tap the invoice you wish to edit

   

Date / Time

1. Tap the information icon on the top right

   

2. Tap the “Date” field to adjust the date and time

   

3. Once you have updated the date/time, tap “Continue”

   

Item Quantity

To adjust the quantity of an item:

1. Tap "Proceed to current scans"

   

2. Tap the “+” or “-” buttons beside an item
   

   

3. The quantity updates, along with the summary at the bottom

   

Note: If you need to change the unit type (from units to cases or vice versa), tap the item and you'll see options to count either

Item Cost

1. On the "Invoice Summary" screen, tap an item

2. Select either cost per Unit or cost per Case

   

3. Tap the Cost field and update the value

   

4. Tap “Confirm”

   

Removing an Item

To remove an item:

1. On the "Invoice Summary" screen, swipe an item to the left

2. Tap “Delete”

   

Saving Your Changes

After you make changes, you need to save them.

1. On the "Invoice Summary" screen, tap “Submit invoice”

   

2. Tap “Confirm”

   

3. You can then opt to send an email notification / confirmation about the invoice edits