During your First Inventory, you’ll do the following:
Create/manage your areas where stock is stored and counted
Enter and submit counts of items in each area
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”.
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
Note: There is no limit on the number of areas you can have in your venue. Create the setup that works best for you.
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.
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:
Search bar/scrolling through your list of items by category
Barcode Scanner (if the item has a barcode)
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
2. Tap “Add item”
3. At a minimum, fill out the required fields of title, unit of measurement, and category.
4. Add any other additional information (cost per unit etc). When finished, tap “Save”
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.
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:
To count items with the “units” measurement type:
1. Tap the item you're counting (or use the barcode scanner if applicable)
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
3. Tap “Confirm”. The items are added to the inventory summary.
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
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.
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.
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:
To enter a value manually, tap into the field beside the unit of measurement.
Type the value and tap “Confirm” to submit.
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.
If using the scale, the interface updates when it detects the supported Bluetooth scale.
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.
7. After tapping “Confirm”, the item is added to the area summary.
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”.
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.
Deleting an Item
If you need to delete an item, you can swipe it to the left and tap delete.
After you have double-checked your counts, tap “Review area inventory”.
This screen shows the total counts for each item, and can you choose how to view this information:
By the order it was counted
highest to lowest
Saving the Area
When ready to save the area, tap “Save area inventory”
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.
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.
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
You’ll see the total count for each item, and you can tap an item to see where it was counted.
You can tap into a specific area to adjust the count if necessary.
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.
Submitting the Inventory
To submit the inventory:
1. Tap “Submit inventory”
2. Tap “Approve”
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”.
After submitting the inventory, you're emailed a copy of your inventory report.
If you notice that you made a mistake during the inventory, you can edit a previous inventory to correct the count.