Article Contents

  1. Introduction

  2. Accessing Independent Inventories

    1. WISK Mobile App

    2. WISK Web Portal

  3. Creating an Independent Inventory Group / Category

    1. WISK Mobile App

    2. WISK Web Portal

  4. Taking the Opening Count

  5. Submitting the Independent Inventory

    1. WISK Mobile App

    2. WISK Web Portal

  6. Taking the Closing Count

    1. WISK Mobile App

    2. WISK Web Portal

  7. Receiving the Consumption / Variance Report

Introduction

This article covers the following to make full use of the Independent Inventories feature:

  1. Creating an independent inventory

  2. Taking an opening count

  3. Taking a closing count

  4. Receiving your consumption/variance report

Note: You can learn more about Independent Inventories here.

Independent Inventories are available on both the WISK Mobile App and WISK Web Portal.

Accessing Independent Inventories

WISK Mobile App

To access Independent Inventories in the WISK Mobile App:

  1. Tap “Inventories” on the bottom Menu Bar

    An arrow points to

  2. Tap “Independent Inventories”

    An arrow points to

WISK Web Portal

To access Independent Inventories in the WISK Web Portal, click the "Independent Inventories" button on the side menu bar.

Creating an Independent Inventory Group / Category

If this is your first time taking an independent inventory, you’ll need to create an inventory category.

WISK Mobile App

  1. Tap “Add independent inventory” (If you need to create another category later, you’ll use the + button on the top right)

    An arrow points to the

  2. Give the independent inventory group a name. The name should best describe what is being counted in the inventory. For example, Bar Rail, Beer Bottles, Top Shelf Whiskey, etc.

    Note: 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 independent inventory group / category name.

    The name

WISK Web Portal

  1. Click "Add group"

    An arrow points to the
  2. Enter the name of the group and click "OK"

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Taking the Opening Count

With your independent inventory created, you can now take the opening count. You can take the count on both the WISK Mobile App or WISK Web Portal.

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 need to submit the inventory.

When you submit the inventory, you’ll receive an email report showing the current count. You can also view the completed independent inventory on the WISK Web Portal.

WISK Mobile App

  1. Tap “Proceed to current scans”. Make sure that you have added the full counts of each item.

  2. Tap “Review area inventory”

  3. Tap “Save area inventory”

  4. Tap “Save” to confirm.

WISK Web Portal

Click the "Submit" button after counting all items:

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Taking the Closing Count

With your first count complete, you’ll need to complete another independent inventory to see your consumption and variance.

WISK Mobile App

  1. Go back into Independent Inventories, and tap an independent inventory group

    An arrow points to the
  2. You’ll see a history of all the completed counts for that group. Tap “New Count”

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  3. You can use the “List” mode to update the counts or use the Barcode scanner

  4. Once you have updated the counts, tap "Proceed to current scans" to go through the flow to submit the inventory.

WISK Web Portal

  1. On the "Independent Inventories" page, click the "Group" drop-down menu and select the independent inventory group

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  2. You’ll see a history of all the completed counts for that group. Click "Add independent inventory".

    An arrow points to the
  3. You can use the "Previous inventory" view to update the counts

    The left-side of the screen is highlighted for emphasis to show that the counts need to be updated.

  4. Click "Submit" once you have updated the counts for all items

    An arrow points to the

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.

To learn more, please see:

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