In some situations, it might not be practical for you to use an iOS device or scanner peripheral to take the inventory count in an area and would prefer to use pen and paper. This could apply to either the whole area, or just certain items contained within it.
To help with this, you can generate and print an inventory sheet for any or all of your areas. You can take the count using pen and paper, and then input it later into the mobile app or WISK Web Portal.
There are two steps to generating an inventory sheet by area:
Adding area tags to your items
Generating the inventory sheet for the whole venue or specific areas
Tagging Items with Areas
To tag an item to be included on the inventory area sheet:
Go to the “Items” page on the WISK Web Portal
Toggle on the “Areas” column if it isn’t already visible
Click into the “Areas” column for an item
Select an area you want to assign it to in the drop down
The selected area tag is added to the item, and you can select more as needed
Note: You can also remove area tags by clicking the “X” beside a selected area.
The selected areas appear in the “Areas” column.
You can also add or remove Area tags on the “Edit Item” screen (the pencil icon that appears beside the name when you place your cursor over it).
To tag multiple items at once:
Click the checkbox beside each item that you want to tag with an area
Click the “Areas” drop-down on the pop-up window that appears
Select the areas that you want to add these items to the inventory sheet
The selected area tag is added to the item, and you can add more as needed
Generating the Inventory Sheet
After tagging your items, you can generate an Items by Area PDF. You can either generate a PDF with all areas, or individual areas.
Go to the “Areas” page on the WISK Web Portal
Click “Get Items PDF”
Click an area
Click Actions > Get Items PDF
Items by Area Sheet
After either generating a PDF for either all areas or an individual one, you can print it off to take your next inventory count.
Your items are sorted alphabetically by title, and you can add counts by units, cases, or enter a manual value. You can input the data into the iOS app or WISK Web Portal at a later time.