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
- Go to the Invoices / Returns, Depletions or Transfers page
- Click the “Details” of the Invoice / Return / Depletion / Transfer that you wish to edit
Date / Time
- Click the “Date” field
- Select the Date and time of the action The time selector goes by the hour, but you can type an exact time in the field.
- Click “OK”. The new time then saves.
Quantity
Click into the Units, Cases or Partial field and type the new amount to adjust the quantity.
Removing an Item
- Place your cursor over the item, a blue arrow appears to the left of it.
- Click the blue arrow
- Click “Remove”
Price / Cost
- Make sure the price per unit/case column is set correctly (either set to cases or units)
- Click into the “Price” column and adjust the amount.
Note: If you enter the cost of a case, but put it as “per unit”, this will inflate the total. If you put the cost of a unit and put it as per case, this will lower the total significantly.
Mobile App
Please note, you can only edit invoices in the app.
If you need to edit a return, depletion or transfer, please do so on the WISK Web Portal.
- Tap "Orders" on the bottom menu bar
- Tap "Invoices History"
- Tap the invoice you wish to edit
- After making any updates, please see “Saving your changes” below
Date / Time
- Tap the information icon on the top right
- Tap the “Date” field to adjust the date and time
- Tap “Continue”
Quantity
To adjust the quantity of an item, tap the “+” or “-” buttons beside it.
If you need to change the unit type (from units to cases or vice versa):
- Tap the item
- Enter the new amount by adding or removing the quantity
- Tap "Confirm" to submit
Price / Cost
- Tap the item
- Make sure the price per unit/case column is set correctly (either set to cases or units)
- Tap the Price/Unit field to update the value
- Tap “Confirm”
Removing an Item
To remove an item:
- Swipe the item to the left
- Tap “Delete”
Saving your Changes
After you make any changes, you’ll need to save them. This does not create a new invoice, it just saves the changes you have made.
- Tap “Review invoice”
- Tap “Submit”
- Tap “Confirm”
- You'll then be prompted if you wish to send a confirmation email about the invoice edit