You can add a family or category on the:

WISK Web Portal

Family

To create a new item family:

1. On the Families and Categories page, click “New Family”

An arrow pointing to the

2. Enter the name of the item family, and click “Save”.

The name of the Family has been added in the

Note: You may also enter a target cost percentage for the family.

3. It now appears in your list of families, and you can add categories to it.

Category

To add a category:

1. On the Families and Categories page, place your cursor over a family and click “Add Category”

An arrow points to the

2. Enter a title for the category. This is the only required field.

The title field is filled out and highlighted for emphasis.

3. If you’d like to add a few more details, you can set:

  • Partial measure preference - When an item in this category is called up during an inventory in the mobile app, it will display either the visual or scale/weight tab by default.

  • Density - If using the scale, this value is used to determine how much remains in an item if there is a full weight on file. For example, a partial bottle of vodka. If this is left blank, the value defaults to 1g/ml. Learn more here.

  • Target Cost - The target cost percentage for the category.

  • Excluded from Variance - If this is checked, items in this category will be omitted from calculations related to inventory, etc. For example, if you’re inventorying something like flatware/glassware. You don’t want that to contribute to your inventory value and consumption costs.

4. When finished, click “Save”

An arrow points to the

5. The category then appears under the family, and can be assigned to your items

The new category appears under the

Note: If you don't see it as an option on the "Items" page, try refreshing your browser.

Adding a Category on the Items Page

You can also add a category on the fly when assigning it to an item:

  1. On the Items page, click into the “Category” field and type the name of the category you wish to add. Click the “+” button.

A new category has been typed into the

2. The “New Category” window opens with the title already populated. Follow the steps outlined above to create the new category.

The new category window with the title

Adding a Family / Category from Item Upload

If you’re uploading a list of items to your account, you can use the preset families and categories in the template, or type in new ones.

When the file is uploaded, it will create the new families and categories automatically. Learn more here:

Mobile App

Family

To add an item family on the mobile app:

1. On the Families & Categories screen, tap the “+” button

An arrow points to the

2. Enter the name of the item family, and tap “Save”

The Family name,

3. It now appears in your venue’s list of Families

The new Family,

Category

To add a category:

1. Tap the “+” button beside a Family

An arrow points to the

2. Enter the name of the category, and select your partial unit preference for items of this category. This is what displays by default when the item is called up during inventory. Tap “Save”

In the

3. The category then appears under the family, and can be assigned to your items

The new category,

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