Article Overview
This article covers the following topics:
Introduction
You can now take inventory counts in your web browser. This can be done on any computer, tablet, or mobile device that is logged into the WISK Web Portal.
Prior to this, inventory could only be taken on the WISK iOS app. This provides flexibility when taking inventory, and can be used by Android devices.
You can even have users taking inventory with the app, and others on the web at the same time.
Note: The web inventory is optimized to work with Google Chrome. Please use Chrome for the best user experience.
Starting an Inventory
To start an inventory on the WISK Web Portal:
1. Click Inventories > Inventories
2. Click “New inventory”
3. Click “Start” beside an area to begin counting in it.
Editing / Deleting an Area
If you would like to rename an area, or add or change the photo for it, click the pencil icon beside it.
On the Edit screen, you can delete an area by clicking “Archive”.
Counting an Area
After entering an area, you are now on the inventory screen for the selected area. This is where you count items and submit them.
The screen is divided into two sections:
On the left-hand side, this where you can scroll through and search the items in your venue, add a count, and then submit
Everything that you submit then appears on the right-hand side in the summary.
Note: If this is your first time taking inventory with WISK, you’ll need to add items during the inventory. You can learn more in the “Item Not in List” section below. Alternatively, you can do either of the following:
You can take your first inventory with the iOS and use the barcode scanner to add your items - Adding Your Items & First Inventory
If you have a spreadsheet of your items, you can upload them prior to taking the inventory - Uploading/Importing Items to your Venue
Searching / Selecting Items
There are multiple ways to pull up an item to count it:
Searching All Venue Items
Quick Search
Previous Inventory List
Note: You can switch between these methods at any time during the inventory process.
Searching All Venue Items
If you select “Search All Venue Items” from the list of Views, all of the items in your venue display in a list, sorted by category.
You can scroll through the items, or use the “Filter” field to search for a specific item.
After finding the item, you’ll select your method of measurement from unit, case, visual, or scale, and enter the amount, then click “Submit”.
Note: For more details about counting units, please see the “Counting Items” section below.
Quick Search
To use the quick search feature:
1. Click the magnifying glass icon
2. Type the name of the item you want to find. It will search the list of items already in your venue.
3. Click the match from the list of search results.
4. Select your method of measurement from unit, case, visual, or scale, and enter the amount.
5. After entering the amount, you can either click the “X” to close the window or click “Add inventory entry” if you need to add another amount for the item. (For example, you added 2 units, but also have a full case beside those 2 units in that area).
Previous Inventory List
If you have previously completed an inventory in an area, by default, it displays your previous inventory, in the order, it was submitted. This can save you a lot of time when counting in areas where items don’t move around much (stocks rooms, wine racks, etc.), as you can quickly adjust the count and submit the new value.
You can select the “Previous Inventory” or “Previous Inventory + Movements” from the list of Views:
If you select previous inventory + movements this factors in any returns, invoices, or depletions that may have updated the stock in that area since the most recent inventory count.
To update the count of an item in the previous inventory list:
1. Click into the measurement and update the value. The measurement that displays is dependent on how the item was submitted previously. If you need to add a different measurement, use the quick search or All Venue Items view.
Note: If you no longer have the item in stock, you don’t need to update the amount. Just leave it on the list and move on. Only items on the summary page (right-hand side of the screen) are included in the inventory count.
2. After entering the new amount, click Submit.
The item is then added to the area’s summary and is removed from the previous inventory list.
Item Not in List
If the item does not appear using any of the methods above, you’ll need to add it to your venue.
Except for your first inventory in WISK, most new items should be added to your venue when entering invoices. For more information, please see:
To create an item:
1. Click “Create new item”
2. Type the name of the item in the “Title” field. As you type the name, it searches the WISK online database to find a match. Click the matching result to add the item. If there is no match, fill in the required fields at a minimum: Title, measurement, and category
3. Click “Save”
4. Select the measurement method and count the new item.
Counting Items
When you have found the item, you’ll need to add the count. Just like the iOS app, you can count full items as individual units or cases, and for partial items, you can use the visual or scale method.
Full Units
For full units, you can submit them as individual units or cases.
Units
1. Click the “Unit” option for the item you wish to count, and type the value in the “Units” field.
2. Click the “Submit” button
3. The item appears on the area summary and is now part of the inventory count. Every time you add an item, the inventory saves automatically.
Cases
1. Click the “Case” option for the item you wish to count, and type the value in the “Cases” field. The Case Size displays under the input field.
Note: If there is no case size for the item, you can click “Set case size” to add one.
2. Click the “Submit” button
3. The item appears on the area summary and is now part of the inventory count. Every time you add an item, the inventory saves automatically.
Partial Units
For partial units, you can either use the visual mode or scale to record it.
Visual
1. Click the “Visual” option for the item you wish to count, and then drag the slider to the approximate value remaining. The slider goes up by values of 0.05 units.
2. After making your selection, the approximate amount remaining displays below the slider. Click “Submit”.
3. The item appears on the area summary and is now part of the inventory count. Every time you add an item, the inventory saves automatically.
Scale
At this time, the web inventory doesn’t integrate with the Bluetooth scale that can be used with the mobile app. However, you can manually input the value in grams to get the amount remaining in an item.
Note: This is only possible for items that have full or empty weights on file.
1. Click the “Scale” method of measurement.
2. Place the item on a scale, and type the value in grams that displays.
3. The value in grams is then converted to ml/oz depending on your preference. Click “Submit”
4. The item appears on the area summary and is now part of the inventory count. Every time you add an item, the inventory saves automatically.
Counting Tips
Sometimes when taking an inventory count, you may have both full and partial units grouped together. For example, on a bar shelf, you have 2 full units of Maker’s Mark 750ml, and about 0.5 of a unit if you were using the visual mode. Instead of adding two separate entries, you could enter 2.5 units.
It then appears in the summary as two separate entries:
Note: This only works if you are adding the item from the venue list, or the quick search, and only applies to combinations of units and partial units from the visual mode.
Deleting an Item
If you need to delete an item, click the “delete” icon beside the item on the area summary.
Reviewing The Area
Whenever you add an item, it appears on the area summary, and the inventory saves automatically. The most recently added items appear on the top of the list, but you can scroll down to see everything that you have added.
Exiting an Area
Every time you submit an item, the inventory saves. If you need to leave an area in the middle of counting, click the “X” button on the top right.
The location displays in blue, to indicate that a count is in progress, but hasn’t been finalized.
Click back into the area to resume counting.
Submitting the Area Inventory
When you have finished counting in an area, and everything is accurate, click the “Mark as completed” button.
This takes you back to the list of areas, and you’ll see that the area is now marked in green.
You can then start counting in another area. If you need to go back into a completed area, you can click “Modify”.
Note: You must mark every area as complete to submit the final inventory.
Finalizing the Inventory
When all of your areas have been marked as completed:
1. Click “Approve” on the top-right corner.
2. Click “OK” on the confirmation screen.
3. The inventory is now complete. The ending time of the inventory updates to reflect when it was submitted. You can now close the window, and you’ll receive a copy of your inventory report via email.