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
Go to the Invoices / Returns, Depletions or Transfers page
Click the “Details” column of the Invoice / Return / Depletion / Transfer that you want to edit
Date / Time
Click the “Date” field
Select the Date and time of the action. Then click "OK"
The updated time of the action displays
Item Quantity
To update the quantity of an item:
Place your cursor over the item and click the "Line measurement" field
Update the Quantity and Unit of measurement as needed (you can select units, cases, or specific volume/weight measurements). Click "Save"
The number of units updates
Item Cost
Place your cursor over the item and click in the "Cost" field
Update the Cost and Cost per Unit of Measurement as needed (you can select units, cases, or specific volume/weight measurements). Click "Save"
The item cost and total cost updates
Removing an Item
Place your cursor over the item, a blue arrow appears to the left of it.
Click the blue arrow
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.
Tap "Orders" on the bottom menu bar
Tap "Invoices History"
Tap the invoice you wish to edit
Date / Time
Tap the information icon on the top right
Tap the “Date” field to adjust the date and time
Once you have updated the date/time, tap “Continue”
Item Quantity
To adjust the quantity of an item:
Tap "Proceed to current scans"
Tap the “+” or “-” buttons beside an item
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
On the "Invoice Summary" screen, tap an item
Select either cost per Unit or cost per Case
Tap the Cost field and update the value
Tap “Confirm”
Removing an Item
To remove an item:
On the "Invoice Summary" screen, swipe an item to the left
Tap “Delete”
Saving Your Changes
After you make changes, you need to save them.
On the "Invoice Summary" screen, tap “Submit invoice”
Tap “Confirm”
You can then opt to send an email notification / confirmation about the invoice edits
