Article Contents

  1. Introduction

  2. WISK Web Portal

    1. Cost Per Unit

    2. Cost Per Case

    3. Other Unit of Measurement

  3. Upload Costs via Spreadsheet

  4. Mobile App

    1. Cost Per Unit

    2. Cost Per Case / Other Unit of Measurement

Introduction

Adding the costs of your products is crucial because it is used to calculate your inventory value, cost of goods sold, dish/drink costing, and more.

Adding costs is done typically during your venue setup. You can add the costs item by item on the web/mobile app, or download a list of your items and upload it after making changes.

You only need to enter the costs once, then as you receive orders and add invoices, the costs will update automatically based on the latest invoice.

You can choose whether the cost reflects the most recent invoice, or is a weighted average of your total stock. You can learn more about Weighted Average Pricing here.

Note: When entering the cost, make sure you are using the pre-tax cost.

You can add your costs on the WISK Web Portal or mobile app.

WISK Web Portal

To add an item cost on the WISK Web Portal:

1. Click Items > Items on the left menu bar

An arrow pointing at the

2. Select “Missing Cost” from the list of pre-defined filters

An arrow points at the

3. All of your items without a cost display. You can then add the cost per unit, or cost per case, or cost per another unit of measurement if applicable.

Note: Items are sorted alphabetically by title, but you can use the search bar to find specific items. This is helpful if you are working from a list of costs.

When adding item costs, you can enter the cost per unit or cost per case directly into the item table.

Cost Per Unit

  1. Click into the “Cost per Unit” field for an item and enter the cost

  2. Click outside the cell. The price updates and the item disappears from the list

An animated gif of a cost per unit being entered. After the cost is entered, the item disappears from view because it is no longer missing a cost.

Note: If you have added a case size, it will multiply the cost per unit by the case size to calculate the cost per case.

Cost Per Case

  1. Make sure that you have provided a Case Size for the item.

  2. Click into the “Cost Case” field for an item and enter the cost

  3. The “Cost Case” is then divided by the case size to calculate the cost per unit

Note: If you don’t see the the “Case Size” or “Cost Case” columns, you can toggle them on by clicking the gear icon on the top left, then “Columns”.

Other Unit of Measurement

If you need to enter a cost that is another unit of measurement different from the item's default unit (for example, lbs or kgs), follow these steps:

Note: While not as quick, you can add the cost per unit or cost per case this way as well.

  1. Hover your cursor over the item and click the pencil icon

    An arrow points to the pencil icon beside the item's name.
  2. Click the edit button beside the "Cost" field

    The

    Note: If you'll be adding a Cost per case this way, make sure that you have added a Case Size.

  3. Enter the cost and select the "Cost per UM" from the drop-down menu.

    The

    Note: You can select "Unit", "Case" or any other unit of measurement that is the same type as the item's measurement (Volume or weight).

    An arrow points to
  4. Click "Save"

    The

    Note: If you selected "Case", it will show the cost per unit, and the cost per case just below it on the "Items" page.

    The

Upload Costs via Spreadsheet

You can add your item costs in bulk by using our provided template. Just download your venue's item list, add the costs, and re-upload it. Learn more here.

  1. From the "Items" page, click "Actions" > "Import items from Excel file"

    The
  2. Click "Download template"

    The
  3. Use the template to add the cost, and cost per unit of measurement for each item

    The template where you add the cost and cost per unit of measurement.
  4. When finished, return to the import screen, select the file by clicking "Browse". Then click "Upload".

    The file has been selected on the
  5. Your costs will update based on the data entered in the template.

Mobile App

To add an item cost on the WISK mobile app:

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

An arrow pointing at the

2. Tap the view selector and select “View missing cost”

An arrow points at the view selector, and the

3. All of your items without a cost will display. You can then add the cost per unit, or cost per case if applicable.

Note: Items are sorted alphabetically by title, but you can use the search bar to find specific items. This is helpful if you are working from a list of costs.

Cost Per Unit

  1. Tap into the “Cost” field beside an item

  2. Enter the value and tap Done. The price updates and the item disappears from the list

An animated gif where the missing cost is entered for an item and it disappears from the list.

Cost Per Case / Other Unit of Measurement

If you need to enter a cost that is by the case, or another unit of measurement different from the item's default unit (for example, lbs or kgs), follow these steps:

1. Swipe the item to the left

An arrow gestures to swipe an item to the left.

2. Tap the "Edit" button

An arrow points at the

3. Tap the "Cost" field

The

4. Enter the cost and select the measurement.

The

Note: Make sure that you have set a case size for the item if adding the cost per case. This ensures you'll have the correct cost per unit.

5. Tap "Done"

A cost of 144 and an item measurement of case has been set. The

6. Tap "Save"

The cost has been set for the item and the
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