This article covers the following to make full use of the Independent Inventories function:
- Creating an independent inventory
- Taking an opening count
- Taking a closing count
- Receiving your consumption/variance report
Note: You can learn more about Independent Inventories here.
To access Independent Inventories in the WISK Mobile App:
1. Tap “Inventories” on the bottom Menu Bar
2. Tap “Independent Inventories”
Creating an Independent Inventory Category
If this is your first time taking an independent inventory, you’ll need to create an inventory category:
1. Tap “Add independent inventory” (If you need to create another category later, you’ll use the + button on the top right)
2. Give the independent inventory a name. The name should best describe what is being counted in the inventory. For example, Bar Rail, Beer Bottles, Top Shelf Whiskey, etc.
You can create multiple independent inventory categories if you want to count different subsets of your items. Having them as separate independent inventories also allows you to count them on different schedules. For example, you may count your Bar Rail every night, or your Beer Bottles twice a week.
3. Tap “Save” after entering the name.
Taking the Opening Count
With your independent inventory created, you can now take the opening count.
Counting during an independent inventory is just like a regular inventory, except there are no areas.
Let's say you created an independent inventory called “Bar Rail”. If you're counting your bar rail items, you'll weigh and count all the partial/full bottles in the bar area, and then go and count the full units in the stockroom.
This is to account for any transfers between the opening and closing counts. In other words, make sure you record the full count of the item in your venue.
For example, if you only count 0.5 of a bottle of Jameson at the bar to start and skip the stockroom, and then count 0.8 of a bottle at the end of the night, the system will think you gained 0.3 of a bottle.
In reality, you had another 5 bottles of Jameson in the stockroom, and had to transfer one to the main bar during the shift. You actually used 0.7 of a bottle because you had 5 in the back in the opening count, and then 4 in the closing count.
0.5 (Opening Count) - 0.8 (Closing Count) = -0.3 (Consumption)
5.5 (Opening Count) - 4.8 (Closing Count)= 0.7 (Consumption)
By taking the full count of the item in your venue, your consumption will be accurate.
Note: The one potential exception to this is if you are taking independent inventories over a short period of time, (for example, 1 hour on a Friday night), and it is unlikely that anything will move from the stockroom to a service area. However, it’s always best to take the full count, just to be safe.
Submitting the Independent Inventory -
After you have finished counting all of the items included in the independent inventory, across all areas, you’ll need to submit the inventory.
- Tap “Proceed to current scans”. Make sure that you have added the full counts of the item.
- Tap “Review area inventory”
- Tap “Save area inventory”
- Tap “Save” to confirm.
When you submit the inventory, you’ll receive an email report showing the current count. At this time, independent inventories are only available as email reports. You are not able to view them on the WISK Web Portal.
Taking the Closing Count
With your first count complete, you’ll need to complete another independent inventory to see your consumption and variance.
1. Go back into Independent Inventories, you’ll see the category that you created. Tap it.
2. You’ll see a history of all the counts for that category. Tap “New Count”
3. You can use the “List” mode to update the counts or use the Barcode scanner.
4. When you have updated the counts, go through the flow to save and submit the inventory.
Receiving the Consumption / Variance Report
After submitting the inventory, you’ll then be emailed a copy of the inventory report, consumption report, and variance report.