Article Contents

Introduction

If you use the LCBO Web Store to place orders, you can import your invoices directly into WISK.

There are two ways to import your invoices:

  1. Add the invoice in the mobile app using the LCBO import feature

  2. Automatically import invoices on the WISK Web Portal (Requires the Supplier Integration Add-On)

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 make use of either method for importing 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 Distributors on the side-menu bar

The

2. Click the Details button beside the LCBO distributor

An arrow points to the

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

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

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

Import Invoices Manually (Mobile App)

Importing an invoice from the LCBO Web Store is similar to adding an invoice from a purchase order, except you’ll select the LCBO import option.

For more information about adding an invoice from a purchase order, please see:

To import an LCBO Web Store invoice in the mobile app:

1. Tap “Orders” on the bottom menu bar

An arrow points to the

2. Tap “Add Invoices”

The

3. Tap “Import from LCBO web portal”

The

4. Add the details of the invoice, including the date and area the items in the order were added then click “Continue”

The invoice details have been added and the

Note: If you haven’t added your venue’s LCBO Web Store credentials yet, you’ll be prompted to add them now.

The

5. You’ll then see a list of invoices from your LCBO Web Store account. Tap an invoice to import it.

One of the invoices from the LCBO Web Store is highlighted for emphasis.

6. You’ll then see all the items on the invoice. Swipe them in to confirm you received the ordered amount.

All of the ordered items appear in a list to be swiped in or modified as needed.

For more information about swiping in your items and submitting the invoice, please see:

Import Invoices Automatically (Web)

After adding your LCBO Web Store credentials, if you have subscribed to the Supplier Integration Add-On, 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.

To see your draft invoices for review:

1. Click “Orders” > “Invoices/Returns”

The Invoices / Returns button is highlighted on the side menu bar.

2. Click “Draft Invoices”. You’ll see a number indicating the amount of invoices that need to be reviewed and converted.

The

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

An arrow points to the

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

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