To use WISK to its full potential, you will need to make sure your WISK Restaurant account is set up completely. WISK is a powerful tool that can help your operation, but it is only as accurate as the data entered into it.

To help you get there, we provide a setup checklist for you in the WISK mobile app and Web Portal. By getting your venue setup progress to 100%, you’ll get the most value from your WISK account.

Before you Start

Before you start, you may want to invite additional users to your venue, purchase the Bluetooth scale, or learn more about supported devices/browsers:

Setup Process

Three are 3 main steps to setting up your account:

  1. Data Setup - POS Integration & Adding Items

  2. Costing - Creating Batches / Sub-recipes, Adding Recipes to Sales Items

  3. Inventory - Taking Counts, Placing Orders, Adding Invoices

Data Setup

Purpose: In this step, you'll get all the required data into your account. You’ll add your venue's items and provide details such as costs, distributors, par, and stock alert levels. This sets you up to take inventory and receive an accurate report upon completing the count.

By adding your distributors, you’ll be able to place orders and add invoices. By integrating your POS, it pulls your sales data into your account so you can add recipes and get dish costing.


Purpose: With your sales data in your account, you’ll add your recipes to the items you sell. This provides accurate costing of your dishes based on the ingredients. It also allows you to see your actual usage compared to what is mapped to the recipe.

As part of this, you can create “batches”, also known as sub-recipes. Batches are used to create new prepared items from your existing inventory that can be used for mapping your POS Items and costing purposes.


Purpose: In this step, you’ll go through a full inventory cycle. You’ll take your initial inventory, place orders, add invoices when the orders arrive at your venue, and take your second inventory. This provides you with an accurate consumption/usage report for the inventory period.

Accurate consumption data is important because it helps WISK identify your overstock, deadstock, understock, suggest pars, and more.

Next Steps

After the initial setup period, make sure you perform inventories on a regular basis and add all of your invoices to keep your costing information accurate.

As you add invoices, if there are any price changes on your items, your dish costs will update automatically to reflect this.

Performing a weekly inventory allows you to catch potential issues fast, and take action to correct them.

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