Article Contents
Introduction
If you have a list of your venue’s items in a spreadsheet, you can upload them to your WISK account using our template.
With the template, you can create new items and bulk update the information of existing items.
Note: You must use the provided template. If you attempt to upload any other file, it will display the following error message, and no items will be created or updated.
Depending on whether you’re using WISK Restaurant or Bar, there are different circumstances where we recommend using the item upload feature.
WISK Bar
In most cases, the majority of beverage items have barcodes on them. The best way to add items to your venue is by scanning the barcodes of items while taking your first inventory.
When the barcode is scanned, it finds the match in the WISK database and adds it to your venue. Whenever an item is pulled, it includes all the data WISK has on file, including images and weights (if applicable).
If the majority of your items have barcodes on them, it’s best to add them via scanning during the first inventory.
However, if you have a large number of items that don’t have barcodes on them (for example, a collection of rare wines), using our item upload feature can save you a lot of time instead of adding them manually.
Furthermore, using the template after adding your items is an easy way to add your costs, distributors, and par levels.
WISK Restaurant
Food items, on the other hand, are less likely to have barcodes. For the smoothest experience, we recommend adding your items via scanning / uploading invoices prior to your first inventory.
You can then use the template to bulk update item information if needed.
Downloading the Template
On the WISK Web Portal, click “Items” then “Item List"
Click “Actions”, then “Import items from Excel file”
Click "Download template". The template is populated with all of the items in your venue so far. You can update existing items, and add new ones
Using the Template
Update Existing Items
If you have already added items via scanning or a previous upload, you can bulk update information for your existing items(distributors, costs, pars, etc). You can copy and paste the data from another data source (spreadsheet, etc) into the template.
Adding New Items (Required Fields)
If you're uploading new items, please add the item details into the empty rows.
Note: If you're only adding new items, you can delete the existing items from the template to make things easier.
To add a new item, you’ll need to fill in the required 3 fields at a minimum:
Item Name
Quantity (the size of the item based on its unit of measurement)
Unit of Measurement
If you don't put this information it will show an error message when uploading.
Family & Category
While not required, you can select the Family and Category of an item from a drop-down list of options in the template, or you can enter your own by typing or pasting into the fields.
If you leave the Family and/or Category field blank for an item, they'll default to "Unknown" when you upload the filled out template and can be updated at any time.
Note: The families & categories in the drop-down list vary depending on whether you're using WISK Restaurant or WISK Bar. You can fully customize your families and categories and don't have to use the defaults. When you upload the template, any new Families & Categories will appear in your venue.
You can also go to the "Data" tab to change the options in the drop-down list.
Other Columns
WISK Item ID (leave this blank if adding new items. When the item is created it will have a WISK Item ID that appears if you download the spreadsheet again later)
Alias (The name by which the Quantity + Unit of Measurement will be displayed on the UI. For example, can, pack, bottle, etc.)
Pack/Case Size
Cost
Cost UoM (If left blank, it will default to "unit")
Distributor
SKU (Distributor Code)
Order Format
Par Level
Barcodes
Full Weight (grams)
Empty Weight (grams)
Image URL
External ID
For descriptions of each column, please see the template.
Note: If you are using custom fields, they will also appear in the template:
WISK Bar Reminder
As a reminder, if using WISK Bar, we only recommend adding items via the upload template that don’t have barcodes on the physical item (certain wines, beer kegs, etc). This is because WISK uses barcodes to pull items from our database to add them to your venue.
Scanning beverage item barcodes is still the best way to ensure you’ll get the correct weights and images from the WISK database.
For example, if you upload a bottle of Jameson 750ml in the template and leave the barcode field blank, and then you scan it in your venue, it’ll create a new item. You’ll end up with a duplicate entry for Jameson 750ml in your items, and need to merge them.
Multiply this by however many items you have, and it becomes a lot of extra work to clean up your data.
Uploading the Template
How to Upload
After filling out the template, click “Browse” and select the file
Click “Upload”
Note: There is a checkbox titled "Only match based on IDs". In most cases you won't need to use this. Check out this section to learn more.
The new and/or updated items appear in your list of items with the data you have populated in the template
Note: If you're importing a large number of items, it may take some time for the process to complete
Upload Troubleshooting
When uploading the template you may encounter error messages about data in the spreadsheet.
This is because there are checks in place during the upload to prevent the creation of duplicate items. This mostly applies if your spreadsheet contains a mix of existing and new items.
When uploading your sheet, the following could happen:
If two line items have the same distributor and distributor code, these are flagged as potential duplicates and the upload does not complete. You will either need to remove the duplicate or change the distributor details
If you add a new item via the sheet (it doesn't have a WISK ID), it will check for any other items that have the same name and measurement, or shares the same barcode. It will then update the existing item instead of creating a new one.
If these items are not duplicates, you can force their creation by checking the "Only Match Based on IDs" box.
Only Match Based on IDs
If this option is toggled on, it ignores the duplicate protection rules. It will only apply changes to items with the same WISK ID.
If it doesn't find any item with the same WISK ID, it will create a new one. This prevents instances where it blocks you from having two items with the same distributor and distributor code. Or if you're creating a new item with the same title as an existing one, it will create the new item instead of applying any changes in data to the existing one.
Note: In most cases you won't likely need to use this feature.
Summary
For the best experience when uploading your items:
WISK Bar
If you have a large number of items without barcodes (100+), use the empty template to add them to your venue before your first inventory.
Add the rest of your items by scanning their barcodes during your first inventory
You can then download the template with the existing items to bulk update any information if needed (costs, pars, distributors, etc).
WISK Restaurant
Add as many of your items as you can by scanning / uploading invoices from your distributors
Add any remaining items manually, or using the item upload template
You can then download the template with the existing items to bulk update any information if needed (costs, pars, distributors, etc)