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Managing Areas - Web
Managing Areas - Web

How to add, edit, or delete areas in your venue

Nick Neale avatar
Written by Nick Neale
Updated over 6 months ago

Article Contents

Introduction

Areas are physical spaces in your venue where inventory is stored.

To manage your areas in the WISK Web Portal:

  1. On the side menu bar, click "Inventories" then "Areas"

    An arrow points to the "Areas" menu option.

  2. All the areas currently in your venue display. By default, new Bar/Beverage venues have a Main Bar and Stockroom. Restaurant / Food venues have a Kitchen and Stockroom.

When managing your areas, you can add, change the order, edit, delete, or restore them.

Adding an Area

  1. Click the “New area” button

    An arrow points to the "New Area" button.

  2. Enter the name of the area. You can click the image below the title to add a photo. Note: You can also set the area as the default area for invoices and returns by clicking “Set as default”

  3. Click “Save”

    The area name has been entered and an arrow points to the "Save" button.

    Note: Area names must be unique. You cannot create an area with the same name as an existing or archived area. If try this, you'll receive an error message

  4. The new area appears in the list

    The new area appears in the list of areas.

Note: When you take your next inventory, you can count the area. The new area won’t appear in inventories that were completed in the past.

Reordering Areas

You can change the order of your areas by dragging and dropping them into place.

An animated gif showing an area being dragged to rearrange the order.

Editing an Area

  1. Click an area on the list

    An arrow points to click on an area.

  2. In the window that opens, you can change the name of the area, add / change the photo, or set it as the default area for invoices and returns

  3. Your changes save automatically. Click the “X” on the top right once you have made your changes.

    The name has been changed from "New Area" to "Wine Cellar" and an arrow points to the X button.

Deleting an Area

  1. Click an area on the list

    An arrow points to an area.

    Note: You cannot delete the area that is currently set as the default for invoices and returns. To archive that area, you will need to set another to be the default first.

  2. In the window that opens, click “Actions” then "Archive"

    The "Actions" button is highlighted and an arrow points to the "Archive" menu option..

  3. Click “OK” on the confirmation window

    An arrow points to the "OK" button.

  4. The area is now “archived”. Click “X” to close the window

    The archived area name has a red background to show it is archived.

Important: The deleted/archived area will still appear in your past inventories, but won’t appear when you take your next inventory count. If you are editing an inventory that contains an archived area on the web, the area is highlighted in red.

When editing an inventory on the web, the archived area appears in red

Restoring an Area

You can restore an area if you have deleted/archived it by mistake.

  1. Click the“Show archived” checkbox to see your archived areas

    An arrow points to the "Show archived' checkbox.

  2. Click an archived area

    The checkbox has been clicked and an arrow points to the archived area.

  3. In the window that opens, click "Actions" then “Restore”

    The "Actions" button is highlighted and an arrow points to the "Restore" menu option.
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