POS Items Overview
When you import your sales data into WISK, it creates a POS Item in your venue for each item sold in your POS. For example, if you sold an item in your POS called “Grey Goose Single”, there would be a corresponding item created in WISK.
With those POS Items in your venue, the next step is to add the ingredients that are used every time the item is sold. This is called POS Item mapping or adding your recipes.
By mapping your POS Items, you’ll be able to compare how much you sold of an item to how much you actually consumed between two inventories.
Viewing your POS Items
To view your POS Items on the WISK Mobile App:
1. Tap “More” on the bottom menu bar
2. Tap “POS”
3. Tap “POS Items”
You’ll then see a list of all your POS Items.
Before you start mapping, we recommend you take the following actions:
- Archive any non-alcoholic items
- Create your serving sizes
Archiving Non-Alcoholic POS Items
Depending on your POS, WISK may receive your sales data for non-alcoholic beverages and food. If this is the case, you can archive these POS Items.
When you archive a POS Item, it’s excluded from the total sales value. For example, if WISK pulled $15000 worth of sales for both food and beverage, by archiving the food POS Items you’ll get the total beverage sales. Otherwise, it would use the $15000 including food sales to calculate your beverage cost.
To archive POS Items:
- Swipe the item to the left
- Tap “Archive”
- Tap “Archive” on the confirmation pop-up
Creating Serving Sizes
To help save time when adding your recipes, you can create standard serving sizes. When you map a POS Item, you add the ingredient, and how much is used when the item is sold.
By creating serving sizes, you can select the amount of an ingredient used from a list, instead of typing in a custom amount each time.
For example, if your draught beer pours are 20oz, you can create a Draught Beer / Pint serving size.
To create a serving size:
1. Tap the “...” icon on the top right
2. Tap “Manage Serving Sizes”
3. Tap the “+” button
4. Give the serving size a title (for example, shot, small wine glass, etc.) Enter the quantity, and the unit of measurement (oz, ml, or full units).
5. After adding the details, tap “Save”
6. The Serving size is added and appears in your list of serving sizes.
7. Create the rest of your serving sizes and tap the “X” to go back to your list of POS Items.
When you’re adding your recipes to a POS Item, you’ll see the option to select from predefined serving sizes. For more information, see the “Mapping POS Items” section below.
Note: You can edit your serving sizes by swiping them to the left.
Mapping POS Items
To map a POS Item:
1. Tap a POS Item on the screen (you can scroll through your items or use the search bar to find a specific POS Item).
2. To add an ingredient to the POS Item, tap “Add WISK Item”
3. Your venue’s items display. Scroll through the list or use the search bar to find the ingredient. Tap the item you wish to add to the POS Item.
4. Then add the serving size. This is the amount that should be poured when the item is sold. You can select from the predefined serving sizes you have created, or add a custom amount.
Predefined Serving Size
If you tap a predefined serving size, a checkmark appears beside it. Tap “Save” to add the ingredient to the POS Item.
Custom Serving Size
If you’re adding a custom size, tap “Custom”, then enter the quantity, unit of measurement, and then tap “Save”.
5.After adding an ingredient, the cost of the POS Item updates based on the cost per unit of the added ingredients and also shows the profit from each sale. This number updates each time you add an ingredient.
6. Continue to add ingredients as needed by tapping “Add WISK item”.
7. Once you have added all of the ingredients, tap “Save”
8. The POS Item is now mapped, and you can map the rest of your POS Items.
Note: As you add new items in your POS and sell them, they will appear in the POS Items and need to be mapped. It’s best to revisit your POS Items page every week to add any new recipes. Unmapped items are sorted to appear at the top of the list.
Non Beverage Cost (Web Only)
Sometimes your drinks may include ingredients that you’re not inventorying in WISK. For example, garnishes, syrups, etc.
If you wish to factor in the cost of garnishes, or other juices/syrups you don’t track in WISK, you can go to the WISK Web Portal to add a flat value in the non-beverage cost field. This amount is added to the cost of the POS Item.
Feature Cocktails & Open Liquor POS Items
It’s best if your POS Items are as specific as possible. If you have a generic “Feature Cocktail” or “Open Liquor” button, you won’t be able to map that POS Item with specific ingredients, because it will always be different.
You’ll need to leave these items unmapped, and manually compare your consumption to sales of those items.
If there is a recurring drink that is often entered under an open category, you’ll want to create a button for it in your POS.