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Editing POS Items
Editing POS Items

How to add, remove, or change the amount of an ingredient in a POS Item

Nick Neale avatar
Written by Nick Neale
Updated over 2 months ago

Article Contents

Introduction

You can adjust the ingredients mapped to your POS Items using the WISK Web Portal.

You may need to edit a POS item because of:

  • an error in recipe mapping (the wrong ingredient or amount was added to a POS Item)

  • changes in recipes (using a different ingredient, or using more or less of something)

When you edit a POS Item, those changes only apply to data in unlocked inventory periods.

If making lots of changes to your POS Items and you want to keep the old mapping on your previous sales, make sure the inventories taken before these changes are locked.

To learn more about inventory locking, please see:

Note: Before inventory locking was introduced, changes to POS Items applied to all past sales data. With inventory locking, your historical sales are kept with the mapping from that time.

Editing a POS Item

When you make changes to a POS Item, they are saved automatically. To edit a POS Item:

  1. On the left-hand menu bar, click "Sales" then "POS Items"

    The "POS Items" button on the left side menu is highlighted.

  2. Hover your cursor over the POS Item you want to edit and click the pencil icon in the "Ingredients" column

    An arrow points to the Edit button for the POS Item.

Changing the Amount of an Ingredient

To change the amount of an ingredient:

  1. Click the Serving Size column

    An arrow points to the "Serving Size" column

    Note: If the Serving Size is already set to "Custom" and you want to change the amount, click the pencil icon instead to choose the unit of measurement and quantity

  2. Select a different serving size from the drop down menu

    The "Serving Size"column has been clicked and an arrow points to the correct serving size for the item.

  3. After making the changes, the Profit, Cost, and Cost Percentage amounts update:

    The quantity used has updated, and the profit, cost, and cost percentage values have updated.

Adding an Ingredient

To add another ingredient, click in the “Search for ingredient” field and type the name of the item you want to add to the POS Item. Select from a predetermined serving size, or add a custom amount.

The area to add new ingredients is highlighted on the POS Item.

Removing an Ingredient

You can remove ingredients individually, or multiple at a time.

To remove an ingredient:

  1. Place your cursor over the ingredient and click the blue arrow

  2. Click "Remove"

    The cursor is over the item and a blue arrow appears. It has been clicked and an arrow points to the "Remove" button.

To remove multiple ingredients at once:

  1. Click the checkboxes beside each ingredient

  2. Click the "Remove" button on the right-hand side

    An arrow points to the checkboxes and the "Remove" button is highlighted

View POS Item History

To view a POS Item's history, click the History tab.

An arrow points to the History tab.

This tab tracks any changes to the POS Item that affect its cost percentage. This includes changes to ingredients, and also cost changes from invoices.
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To learn more, see:

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