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Swapping an Item / Ingredient
Swapping an Item / Ingredient

How to switch an ingredient for another across all POS Items and Batches it appears in

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

Article Contents

Introduction

If you need to replace an item/ingredient across all POS Items and batches it appears in, you can use the Swap feature.

You would use this if you no longer carry the item, or no longer use it and need to update multiple recipes at the same time.

For example, you were previously using a 750ml bottle of Tito's Vodka, but have switched to a 750ml bottle of Absolut Vodka.

Note: If you only need to replace an item in certain recipes, you can edit the individual POS items or batches.

To see all POS Items / Batches an item appears in, click the pencil icon beside the item name then click the "Used In" tab.

The "Used In" tab shows all POS Items and Batches an item appears in

Select the Item to Swap Out

To begin, select the item that you want to swap out from your POS Items and or batches. You can select the item on the Items page, or any screen where you can edit an item.

Items Page

  1. On the WISK Web Portal, click Items > Items

    The Items button is highlighted for emphasis

  2. Hover your cursor over the item you want to swap out and click the blue arrow button. Click “Swap Item” from the drop-down menu

    The blue arrow button beside Tito's is highlighted. It has been clicked, and an arrow points to "Swap Item" on the drop-down menu.

Edit Item Screen

  1. Hover your cursor over the item you want to swap out and click the “Pencil” icon

    The cursor is placed over an item and the pencil icon is visible. An arrow points to the pencil icon.

  2. Click the “Actions” menu button, and then click “Swap Item”

    On the "Edit Item" window, the "Actions" menu is highlighted and has been clicked. An arrow points to "Swap Item".

Select the Item to Swap In

On the window that appears, you’ll see the item that is being swapped out, and a search field to find the replacement item.

  1. In the search, type the name of the replacement item that you want to swap in to all POS Items and batches and click the matching result

    The item being swapped out displays at the top (Titp's). Absolut has been typed in the search bar, and the search result Absolut is highlighted.

    Note: If you need a reminder of the POS Items / batches the item being removed appears in, click the pencil icon, then the “Used In” tab
    ​

  2. After selecting the item, it displays that it will be used in all POS Items and batches that the item above appeared in. Click “Swap Item”

    The replacement item appears below the search field. An arrow points to the "Swap Item" button.

  3. The new item now appears in all POS Items and batches and the costing updates automatically.

Swap Comparison

Before Swap (using Tito's 750ml)

The POS Items page with the Tito's 750ml in the items.

After Swap (using Absolut 750ml)

The POS Items page with the Absolut 750ml in the items.
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