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.

About the Beta

Web inventory is currently in beta, but fully functional. More features will be added over time to get it on par with the mobile version.

If you encounter any issues with the web inventory or have feedback, please contact support@wisk.ai.

Starting an Inventory

To start an inventory on the WISK Web Portal:

1. Click Inventories > Inventories

An arrow points at the Inventories button on the left-hand menu bar.

2. Click “New inventory”

An arrow points at the

3. Click “Start” beside an area to begin counting in it.

The list of areas in the venue. An arrow points to the

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.

An arrow points at the pencil icon beside the

On the Edit screen, you can delete an area by clicking “Archive”.

On the edit area screen, an arrow points at the

Inventory Screen

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:

  1. On the left-hand side, this where you can scroll through and search the items in your venue, add a count, and then submit
  2. Everything that you submit then appears on the right-hand side in the summary.
The web inventory screen that displays all of your venue items on the left, and the summary screen on the right.

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:

  1. You can take your first inventory with the iOS and use the barcode scanner to add your items - Adding Your Items & First Inventory
  2. 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.

The

You can scroll through the items, or use the “Filter” field to search for a specific item.

The list of venue items that displays items by family/category.

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

An arrow points at the magnifying glass icon for the quick search.

2. Type the name of the item you want to find. It will search the list of items already in your venue.

A new window appears where you type the name of the item in the

3. Click the match from the list of search results.

An arrow points at the item that matches the search term.

4. Select your method of measurement from unit, case, visual, or scale, and enter the amount.

The selected item appears in a new window, and you select the measurement type and add the value.

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).

An arrow points at

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:

The

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.

The units field of an item (Aperol) in the previous list is highlighted.

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.

An arrow points at the

The item is then added to the area’s summary and is removed from the previous inventory list.

An animated gif that shows an item being submitted from the previous list, and appearing on the summary on the right-hand side of the page.

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”

An arrow points at the

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”

The title, measurement, and category fields are filled out on the

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.

An arrow points at the

2. Click the “Submit” button

An arrow points at the

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.

The 6 units of Pelee Island Shiraz Cabernet now appear on the area summary.

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.

An arrow points at the

Note: If there is no case size for the item, you can click “Set case size” to add one.

An arrow points at the

2. Click the “Submit” button

An arrow points at the

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.

The 2 cases of Pelee Island Shiraz Cabernet now appear on the area summary.

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.

An arrow points at the visual slider.

2. After making your selection, the approximate amount remaining displays below the slider. Click “Submit”.

The slider is set to 0.6 units of Grey Goose 750ml, and the approximate volume remaining in ml displays beneath (450ml). An arrow points at the

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.

The 0.6 units of Grey Goose now appear on the area summary.

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.

An arrow points at the

2. Place the item on a scale, and type the value in grams that displays.

An arrow points at the Scale field for Jameson Irish Whiskey 750ml. 832 grams is typed into the field.

3. The value in grams is then converted to ml/oz depending on your preference. Click “Submit”

The grams value is converted to 301ml. An arrow points at the

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.

The 301ml of Jameson Irish Whiskey (750ml) now appears on the area summary.

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.

In the units field, 2.5 units of Maker's Mark 750ml has been entered as the value.

It then appears in the summary as two separate entries:

The Maker's Mark has been submitted, and it appears as one entry of 0.5 units, and another line entry of 2 units.

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.

An arrow points at the delete/garbage bin icon beside the item on the 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.

The full summary for the Main Bar Item. The most recently submitted items appear on the top of the list.

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.

The Main Bar area is highlighted in blue, showing the count is in progress, and not finished.

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.

An arrow points at the

This takes you back to the list of areas, and you’ll see that the area is now marked in green.

The Main Bar area is now highlighted in green, indicating it is complete.

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.

All of the areas are marked as complete, and an arrow points at the

2. Click “OK” on the confirmation screen.

An arrow points at the

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.

The inventory is now completed, and the end time is updated to the time of submission.

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