Overview

  1. Introduction

  2. Creating / Managing Areas

  3. Counting in an Area

    1. Selecting an Item to Count

    2. Adding a New Item

    3. Counting the Item (Full & Partial Units)

    4. Summary of Item Counts

  4. Reviewing & Submitting the Inventory

Introduction

During your First Inventory, you’ll do the following:

  1. Create/manage your areas where stock is stored and counted

  2. Enter and submit counts of items in each area

  3. Save all areas and submit the inventory

For the smoothest experience, we recommend adding your food items prior to the first inventory count. Learn more here:

For your first inventory, we recommend using the iOS app. If you are unable to do so, please see Web Inventory.

Creating / Managing Areas

Before you start counting, set up the areas in your venue where inventory is stored.

1. Open the WISK app and tap on “Complete first inventory” on the setup checklist.

2. You’ll see a list of your areas. By default, WISK provides you with a Kitchen and Stock Room. You can create a new area by tapping “Add another area”.

An arrow points to the

3. You can edit an existing area by swiping it to the left and tapping "Edit Area". You can rename the area, change the photo, or delete it

The

Note: There is no limit on the number of areas you can have in your venue. Create the setup that works best for you.

Counting Areas

This section outlines use cases of counting full and partial units of various measurement types.

Entering an Area

To start counting, tap an area on the list.

An arrow points to the

Selecting an Item to Count

When inside an area, you’ll want to count your items in a systematic fashion, top to bottom, left to right.

There are a number of ways to call up the item to be counted:

  1. Search bar/scrolling through your list of items by category

  2. Barcode Scanner (if the item has a barcode)

  3. Search/Add button

The app is in an inventory location during inventory. There are numbers beside the different ways to call up an item based on the numbered list that appears above.

Adding a New Item

If an item isn’t already in your venue’s list of items you can add it during the inventory.

1. Tap the “Search / Add” button

An arrow points to the

2. Tap “Add item”

An arrow points at the

3. At a minimum, fill out the required fields of title, unit of measurement, and category.

On the

4. Add any other additional information (cost per unit etc). When finished, tap “Save”

The required information has been entered on the

The item is then added to your venue and can be counted.

Note: You can edit the item at a later time if you are missing information at the time of the item’s creation.

Counting

With your item called up, it’s now time to count it. As mentioned earlier, you’ll count items in a systematic fashion. Count what you see in front of you as you work your way through the area.

If an item is spread throughout an area, don’t add it up in your head and submit one count. Submit each separately because WISK adds the counts together when you have finished the area.

By adding them separately, it is much easier to review your counts and make sure you haven’t missed anything.

The way you count an item depends on its unit of measurement:

Unit-Based

To count items with the “units” measurement type:

1. Tap the item you're counting (or use the barcode scanner if applicable)

The item to be counted is highlighted.

Note: If you use the “View by item categories” view, you can use the “+” button to add the number and swipe it to the right to submit. You can only add units this way, not cases.

2. Tap the “+” button beside either the units or cases field or tap the number itself to enter an amount

The

3. Tap “Confirm”. The items are added to the inventory summary.

The

Weight

To count items with a weight-based measurement:

1. Tap the item you are counting (or use the barcode scanner if applicable)

2. If the item comes in a sealed package, you can submit counts of full units or cases

The 5lbs of Onions item is called up, and the Cases and Units to submit section is highlighted.

3. If you have a partial unit in packaging, you can use the Visual method to estimate how much remains by selecting a percentage.

4. If you have access to a scale, you can tap “Weight” to enter the weight of the product. Tap the unit type to select how you will enter it.

An arrow points to the unit of measurement type drop-down menu.

5. Select from Grams, Kilograms, Pound (lb) or Dry Ounce.

Note: If you select a unit of measurement different than the default unit of measurement for the item, it will remember that selection the next time you count the same item in the same area.

The unit of measurement drop-down menu has been tapped and it shows the different measurement options as listed above.

6. After selecting the unit of measurement, you can either enter a weight manually or place the item on the supported Bluetooth scale.

Note: If you have taken an item out of its packaging and placed it in a different container (sugar, flour etc), you can create containers and add their weights:

Manual

To enter a value manually, tap into the field beside the unit of measurement.

An arrow points to the field beside the unit of measurement.

Type the value and tap “Confirm” to submit.

2lbs has been entered in the field, and it shows that 2.4 units of a 5lb of onions have been counted.

Note: In this example we counted 2 full bags of 5lb onions (unopened) and then 2lbs from an open bag. The 2lbs of onions are converted to 0.4 of a 5lb bag on onions, for a total of 2.4 units.

Scale

If using the scale, the interface updates when it detects the supported Bluetooth scale.

The interface shows an area where the reading from the scale displays, before it is converted into the selected output unit.

Place the item on the scale, and it will convert the value in grams to the selected unit of measurement. Tap “Confirm” to submit.

Note: The weight capacities of the supported models of Bluetooth scale range between 5kg / 11 lbs and 6kg / 13 lbs. Don’t place anything on the scale that exceeds the capacity. If you have heavier items, we recommend you weigh them on a scale that can support them, and then enter the value manually.

The scale reads that 1.95lbs are in the bag of onions placed on the scale. This is converted to 0.39 of a 5lb bag of onions ,and added to the full units for a total of 2.39 units.

7. After tapping “Confirm”, the item is added to the area summary.

Volume-Based

When counting volume-based items, they will either be unopened or partial.

For more information on counting volume-based items, please see:

Summary of Scans

As you count and submit items, you’ll see the number beside the “Proceed to current scans” button tick up. The number represents the items that you have counted so far. When you’ve finished counting in an area or want to see what you have submitted so far, tap “Proceed to current scans”.

The

You’ll see everything you’ve counted, in the order it was submitted. At this point, it doesn’t add the counts together. You’ll see every single submission you’ve made so you can review them. You can use the + or - buttons to adjust the counts if needed.

The screen displays all of the items that have been counted in the area.

Deleting an Item

If you need to delete an item, you can swipe it to the left and tap delete.

The screen displays all of the items that have been counted in the area.

Area Review

After you have double-checked your counts, tap “Review area inventory”.

The

This screen shows the total counts for each item, and can you choose how to view this information:

  • By the order it was counted

  • category

  • alphabetically

  • highest to lowest

The

Saving the Area

When ready to save the area, tap “Save area inventory”

The

Count Remaining Areas

You’ll now see the area marked as saved, with a summary of what has been counted. This is a good way to tell if you have finished counting an area, or need to go back and finish it.

The

Now count your remaining areas. You can only submit your inventory after saving all areas in your venue.

Reviewing & Submitting the Inventory

Reviewing the Inventory

As you submit and save your last area, you’ll receive a prompt asking if you wish to add another area, review the inventory, or you can hit cancel if you need to finish counting in another saved area.

The

When you tap “Review and Submit Inventory”, you’ll see a breakdown of the inventory, and you can choose how to view it:

  • By item categories

  • Alphabetically

  • Inventory count

The

You’ll see the total count for each item, and you can tap an item to see where it was counted.

The

You can tap into a specific area to adjust the count if necessary.

The screen displays the total count of the item, and the count from each area.

When everything looks correct, you’ll see the total number of unique items in the inventory, the total count, and the total dollar value of your inventory at the bottom of the screen.

On the bottom of Inventory Review screen, it displays the number of unique items, the total number, and the total $ value.

Submitting the Inventory

To submit the inventory:

1. Tap “Submit inventory”

The

2. Tap “Approve”

An arrow points at the

3. Your next inventory is then scheduled for the same time next week. You can adjust the date and time by tapping in either field. If you don’t start your next inventory by the scheduled time, you’ll receive a notification. When finished, tap “OK”.

The date of the next scheduled inventory displays, which can be updated.

After submitting the inventory, you're emailed a copy of your inventory report.

Click here to learn more about the inventory report.

If you notice that you made a mistake during the inventory, you can edit a previous inventory to correct the count.

Did this answer your question?