Article Contents

Introduction

If you have separate items in your venue that are interchangeable, you can group them together as item variations.

These items can be used in all the same menu items, however there may be small differences between them (different supplier, case size, measurement size).

For more detailed information on item variations, please see:

When grouping items, each item will become an item variation, and you’ll designate which is the default (typically the most common format in your venue).

It will appear as one item in your venue’s item list (using the default’s details), but you’ll be able to inventory and order/receive each item variation.

This is different from the “merge” feature, where you are combining items that are exact duplicates to clean up your account.

Select Items to be Grouped

To group items on the WISK Web Portal you can either:

  1. Select all items to group together in the table by clicking the checkboxes beside them

  2. Go into the details for an item and search for items to group it with

Note: You can only group items together that have the same measurement type (volume weight, or units).

Select from Table

1. Click the checkboxes beside each item that you want to group together (if you don’t see the checkboxes, you will need to toggle on the “Selection” column)

The checkboxes beside items are highlighted for emphasis.

2. Click the ‘Group items” button

3 items have been checked, and a window appears along the bottom of the screen with various options. There is a

Search from Item

  1. Place your cursor over an item and click the "Edit" button

    An arrow points to the edit button beside the item
  2. Click the "Actions" menu and select "Merge or group item"

    The
  3. Type the name of the item you want to group and click the matching search result

    An arrow points to the matching search result

  4. Click "Add"

    An arrow points to the

  5. After adding all of the items to be grouped, click "Group Items"

    The

Item Details and Default Item Variation

After you’ve selected the items to be grouped, you can edit the details of the resulting item, and determine which variation will be the default for inventory / par purposes:

1. On the left, you’ll see the resulting item after you group the items. On the right, you’ll see the items that are being grouped. You can copy any details from the items being grouped to the resulting item by clicking on the “Paste” icons, or you can make changes directly in the resulting item.

The

2. Scroll down to the “Item Variations” section of the resulting item. You’ll see that each item being grouped appears as an item variation. You can click the item variation toggle to switch between them.

Further down on the

3. One of the variations will be assigned as the default, but you can click the “Set as default for inventory / par level” button beside the desired item variation to change it.

The

4. When you click the button, that variation will be the default item variation when the grouping is completed. Moving forward, whenever you take stock counts or want to use par levels for ordering, it will be in the measurement of the default item variation. You should select the variation that is most common in your venue to be the default.

The 1L item variation is now set as the default item variation.

Complete the Grouping

After you have made any necessary changes to the resulting item’s details, and set the default item variation, you are ready to complete the item grouping.

Grouping Warning

Grouping is an advanced operation and should only be used with extra care. Before you finalize your grouping, please make sure that the items being grouped are 100% interchangeable and can be used in all the same menu items in your venue.

For more information and examples of item variations, please see:

Furthermore, after the items have been grouped, you will notice the following in your venue:

  1. The item you selected as the default item will remain, and the others will be archived and added as variations of that item

  2. Your "Stock" count for the resulting item won't be accurate until you take your next inventory count. It's advised that you group items just prior to an inventory to have the least impact and not before placing an order. If you need to see the stock count for items that were grouped together, you can check your most recent inventory

  3. The grouping applies as of this point forward. All of your past invoices and inventory counts will display the items before they were grouped (if applicable).

Note: You can undo an item grouping using the "Ungroup" function.

Saving

To complete the item grouping:

1. Click “Save”.

An arrow points to the

2. As outlined in the Grouping Warning section above, you'll need to confirm that you want to group these items. Click "OK"

The confirmation prompt to approve the grouping.

3. Click “Close”

A notification that the confirmation is underway.

Post Item Grouping

After you have grouped the items, you’ll see they have been combined into one item on the Item’s page. It uses the information from the item that was selected as the default.

The 3 items that were grouped now appear as one, showing the details of the default item variation.

Note: As noted earlier, the “Stock” account won’t update automatically after the grouping. This is because the other items were archived as part of the process. When you next take an inventory, all counts for that item will be converted into the default item variation.

For example, if the 1L variation is the default, and you count 5 1L bottles, and 2x 750ml bottles in the next inventory, that’s a total of 6.5L. The stock count would display as 6.5 1L.

To view the item variations, place your cursor over the item and click the “Edit” button

An arrow points to the

You’ll now see the item and its variations:

The item variations now appear under the item.

Ungroup Items

In the event you group together items by mistake, you can undo this action.

  1. Click the "Edit" button beside the item

    An arrow points to the Edit button beside the item.

  2. Click "Actions" > "Ungroup"

    The

  3. Click "OK" on the confirmation screen

    The
  4. The item variations are restored as separate items

Ungrouped Item Stock Counts

If you group and then ungroup items before you take an inventory count, all items are restored to as they were, including the stock count of each item.

If you ungroup items after an inventory count was taken when the items were grouped, the converted stock count displays under the former default item variation.

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