Article Contents

Introduction

Item variations allow you to have multiple versions of an inventory item.

This could be because it can be ordered in different formats/sizes, or purchased from more than one distributor / supplier.

To learn more about item variations, please see:

There are 3 ways to create an item variation:

  1. From an existing item

  2. When adding an invoice

  3. Grouping existing inventory items together to make them variations

From an Existing Item

Note: Currently, this feature is only available on the WISK Web Portal.

To add a variation from an existing item:

1. Hover your cursor over the item on the WISK Web Portal and click the “Edit” button (the pencil icon)

An arrow points to the

2. Click the “Item Variations” drop-down menu

The

3. Click “Create new item variation”

The

Note: “Clone this item variation” creates an exact copy of the variation. This is useful if most of the details are the same, except for something like the distributor. For more information, please see:

4. Fill in the item variation details. The only required field is the item measurement. When adding a title, it should be a short description of what makes it distinct from the other variation (this could be in regards to the case size, item size, or the distributor name if different).

The create new item variation window.

5. Click “Save”

The item variation details have been added, including the distributor, cost, and a new item size (1L). The save button is highlighted for emphasis.

Note: If the title is left blank, it will populate with the item measurement after clicking “Save”

6. The item variation now appears, and you can click it to edit or add information.

The new variation appears under

Adding an Invoice

Just like when adding new items to your venue after your initial setup, the majority of the time you’ll be adding new item variations from invoices.

You may order an item in a specific format from one of your suppliers, but they’ll send you a different size because of low or no stock.

Note: Item variations can only be created on invoices that are added to the WISK Web Portal at this time.

Manual Invoice or Purchase Order (Web)

Whether you’re adding a manual invoice on the WISK Web Portal, or have converted a purchase order into an invoice, the process to add an item variation is the same.

To create an item variation on an invoice:

1. Click the “New” button beside the “Add Item” field, and select “Item Variation”

The

2. Type the name of the item that you want to create a new item variation for, and click the matching search result

The name of the item has been entered in the

3. Give the variation a title that describes the format, and set the item measurement size. Then click “Save”.

The item variation has been given a title and the measurement size has been set. The

4. The variation is created, and you can add the amount received and the cost. Then click “Add”

The amount of the item being received and the cost has been entered. An arrow points to the

5. The new item variation is added to the invoice. The amount added on the invoice is converted into the default item variation measurement.

Note: If you’re adding an invoice from a purchase order, you’ll want to remove the item that you originally ordered if you didn’t receive any of it so you can replace it with the new variation. Just click the blue arrow beside the item, and “Remove”.

The blue arrow button beside the item is highlighted. The blue arrow has been clicked, an an arrow points to the

Draft Invoice

If you scanned or emailed an invoice and uploaded it to your account, or had an invoice imported directly into your account via a supplier integration, you can add the item variation when reviewing the draft invoice.

For more information, please see:

Grouping Items

If you already have items that could be item variations as separate items in your venue, you can group them together under one item.

When you group items, you determine the default item, and then the others are added as variations to the default.

For more information, please see:

  • Grouping Items (For Item Variations) - Coming Soon

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