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Importing an Invoice/Order from the LCBO Web Store
Importing an Invoice/Order from the LCBO Web Store

How to import an invoice from the LCBO Web Store into your WISK account

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

Article Contents

Introduction

If you are on the Professional plan or higher and use the LCBO Web Store to place orders, you can import your invoices automatically into WISK.

Note: The LCBO Web Store is only available to Licensees in the Greater Toronto Area. To learn more, please see:

Add Credentials to WISK Account

To import invoices, you’ll first need to add your LCBO credentials for https://www.lcbowebstore.ca/ to your venue on the WISK Web Portal.

To add your credentials:

  1. Click Items > Distributors on the side-menu bar

    The "Distributors' button is highlighted on the left-hand menu bar.

  2. Click the Details button beside the LCBO distributor

    An arrow points to the "Details" button beside the LCBO distributor.

  3. Enter the venue’s username and password for the LCBO Web Store and click “Save portal credentials”

    The username and password have been entered and the "Save portal credentials" button becomes solid and can be clicked. The button is highlighted for emphasis.

    Note: If you change your password for the LCBO Web Store, you'll need to re-enter this information

  4. The credentials are saved and no longer visible. You can remove the credentials at any time by clicking “Clear portal credentials”

    A message displays that the credentials have been saved, and a "Clear portal credentials" button appears.

Note: If the credentials were entered incorrectly, you’ll receive an error message. Clear the credentials and try entering them again.

Import Invoices

After adding your LCBO Web Store credentials, draft invoices will appear in your account automatically.

You’ll need to review the invoices and convert them before the stock is added to your inventory.

Note: If your plan includes invoice processing by WISK, these can be converted by our team.

To see your draft invoices for review:

  1. Click “Orders” > “Draft Invoices". You'll see a number showing the amount of invoices that need to be reviewed and converted.

    "Draft Invoices" is highlighted on the side menu bar for emphasis.

  2. Click the “Details” button beside a draft invoice

    An arrow points to the "Details" button beside a draft invoice.

  3. Follow the steps in the “Reviewing & Converting a Draft Invoice” article to finalize the invoice.

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