Article Overview

Introduction

You’ll add most of your items to your venue during your initial setup. This differs depending on whether it's a Food or Beverage account.

For Beverage, you'll add items when taking your first inventory in the mobile app. When you scan an item's barcode it finds a match in the WISK database and adds it to your venue. If the item doesn't have a barcode, or doesn't have a match, you'll create the item manually.

For Food, you'll add your items prior to your first inventory, by uploading a spreadsheet of your items, or integrating with your distributors:

After adding your initial items, in most cases, you'll add new items when entering an invoice.

While this is the best practice, you can create items at any time on the WISK Web Portal and mobile app.

Note: If you need to add a large number of items, you can upload them using the template we provide. You can learn more about this here:

Mobile App

To add an item in the WISK mobile app:

  1. Tap the “Items” button on the bottom menu bar

    An arrow pointing at the
  2. Tap the “+” button on the top right of the screen

    An arrow pointing at the
  3. Select your method of adding the item from either “With Barcode” or “No Barcode”

    The

With Barcode

If you select “With Barcode”, you are taken to the barcode scanner. You can scan the barcode of the item or type it.

The barcode scanner screen in the WISK mobile app.

It will search the WISK database and add the item if there is a match. If there is no match, you can search the online database or add it manually (see the No Barcode section below). It will then appear in your venue’s list of items.

No Barcode

If the item doesn’t have a barcode, you’ll have to add the item details manually. In order to create an item, you’ll need to fill in the required fields:

Adding Details

  1. Enter the title of the item

  2. Tap “Item Measurement”

    The title of the new item has been added
  3. On the pop-up, enter the quantity before selecting the unit of measurement (in this example, 750), then tap "Item Measurement"

    An arrow points to the
  4. Select the unit of measurement. In this example, we’re adding a 750ml bottle of wine and will select “Milliliter” as the unit of measurement

    Note: You can select unit, volume, or weight-based units of measurement.

  5. As an optional step, you can add an alias for the item (The name by which the Quantity + Item Measurement will be displayed on the UI. For example, can, pack, bottle, etc.), or set a case size. Tap "Done" when you've finished adding the measurement details

    The quantity is set to 750, item measurement has been selected (Millileter), the alias is
  6. Tap “Category”. Use the search or scroll through the list of categories. Tap a category to assign it to the item.

    An arrow points at the
  7. At this time, you have filled out the required fields. You can add additional data (cost, weights, add a photo etc.) by tapping into a field. When finished, tap “Save”

    The required fields are filled out on the

WISK Web Portal

To create an item on the WISK Web Portal:

  1. Click Items > Items on the left menu bar

    An arrow pointing at the
  2. Click "Create new item"

    The
  3. Type the name of the item you want to add

    The

When you type the name of the item, it displays search results from the WISK database. If you find a match, you can click a result to populate the item details automatically.

A list of search results from the WISK database displays under the

You can then review/add additional item details, and click “Save” to add it to your venue.

Adding Manually

If there isn’t a match, or you don’t want to use an existing item, you’ll have to add the item details manually. To create an item, you’ll need to fill in the required fields:

  • Title

  • Item Measurement (Quantity & Unit of Measurement)

  • Category

  1. After adding the title, click the “Category” drop-down menu

    An arrow points at the
  2. Type the category name to search or scroll through the list of categories. Click a category to assign it to the item

  3. Click into the "Item measurement" field and add the quantity. In this example, we'll enter 750

    An arrow points to the
  4. Click the “Unit of measurement” drop-down menu

    An arrow points to the
  5. Click a unit of measurement from the list to assign it to the item. You can select weight-based, volume-based, and unit-based units of measurement. For more information, please see: Units of Measurement

    An arrow points to milliliter in the list of measurement options.
  6. As an optional step, you can add an alias for the item. This is the name by which the Quantity + Item Measurement will be displayed on the UI. For example, can, pack, bottle, etc

  7. At this point, you have filled out the required fields. You can add additional data (an add a photo, assign a distributor, set case size, and add costs) at this time or after the item is created. When finished, click “Save”

  8. The item now appears in your venue’s list of items. You can hover your cursor over the item and click the pencil icon to add more details

    An arrow points to the pencil icon beside the title of the item.

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