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Editing an Invoice, Return, Depletion or Transfer

Editing an Invoice, Return, Depletion or Transfer

How to edit these actions to ensure the accuracy of your data
Nick Neale avatar
Written by Nick Neale. Updated over a week ago

Article Contents

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

    An arrow points to the "Details" button

Date / Time

  1. Click the “Date” field

    An arrow points to the "Date" field

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

    The new date has been selected, and the time selector is highlighted for emphasis. An arrow points to the "OK" button.

  3. The updated time of the action displays

    The Date has been updated to the latest selection.

Item Quantity

To update the quantity of an item:

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

    An arrow points to the pencil icon in 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"

    The quantity has been changed from 12 units to 10 units and an arrow points to the "Save" button.

  3. The number of units updates

    The number of units has updated in the table.


Item Cost

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

    An arrow points to the Edit button 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"

    The cost has been changed from $25/unit to $27/unit and an arrow points to the "Save" button.

  3. The item cost and total cost updates

    The cost and the total update to reflect the new cost.

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”

    An arrow points to the "Remove" button.

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"

    The "Invoices History" menu button is highlighted for emphasis.

  3. Tap the invoice you wish to edit

    An arrow points to a received invoice.

Date / Time

  1. Tap the information icon on the top right

    An arrow points to the information icon on the top right of the screen.

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

    The "Date" section of the screen is highlighted.

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

    The date and time have been updated and an arrow points to the "Continue" button.

Item Quantity

To adjust the quantity of an item:

  1. Tap "Proceed to current scans"

    The "Proceed to current scans" button is highlighted for emphasis.

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

    An arrow points to the minus button beside the item count.

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

    The item count has been changed from 12 units to 10 units.

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

    The area to enter the item cost is highlighted for emphasis.

  3. Tap the Cost field and update the value

    The cost of the item has been changed from $25/unit to $27/unit.

  4. Tap “Confirm”

    The confirm button is highlighted for emphasis.

Removing an Item

To remove an item:

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

  2. Tap “Delete”

    An item has been swiped to the left, and an arrow points to the "Delete" button.

Saving Your Changes

After you make changes, you need to save them.

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

    The "Submit invoice" button is highlighted for emphasis.

  2. Tap “Confirm”

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

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