Article Contents
Introduction
In your venue, you may have items that come in multiple sizes or case sizes. If these are added as item variations, they’re all considered the same item when counted in WISK, and converted into the default item variation’s unit of measurement.
For example, if your default item variation was a 750ml bottle, and you counted 1.5 units of a 1L bottle, it would convert to 2 units of the 750ml when showing the “Stock” count.
To learn more about item variations, please see:
Setting Variations as Used in Inventory
For each item variation, you can set whether it is used in inventory counts. You can toggle whether it is counted as full units and/or cases.
When an item variation is toggled on to be used in inventory counts, it appears when the default item variation is pulled up in the app. This way you can quickly add counts for all variations of the item.
Note: You are limited to having only 4 item variations that are used in inventory counts. Each variation can have units and cases, for a total of 8 different ways to count it.
You can set an item to be used in inventory on both the mobile app and WISK Web Portal
Mobile App
From the default variation on the “Items” screen, tap the “Edit Item” button (pencil icon)
Tap “Item Variations”
Tap an item variation
Scroll down to the “Used in inventory” and “Used in inventory as cases” toggles buttons. Tap either or both to have them appear as an option when taking inventory. Then tap “Save”
Tap “Save” on the “Edit Item” Screen.
WISK Web Portal
On the “Items” page, place your cursor over the item and click the Edit button (pencil icon)
Scroll down to the "Inventoried As" section on the left side of the window. Each item variation appears and there are checkboxes to show if it is counted as units and /or cases. Clicking a checkbox adds/removes the option for counting
You can also manage how an item variation is counted when viewing its details.
Click the item variation name
Scroll down and click the "Inventoriable as units" and "Inventoriable as cases" checkboxes
Used in Inventory Appearance
When an item variation is set as used in inventory, the full units and/or cases appear when the item is called up during inventory.
You can either scan the barcode of one of the item variations, or use the search function to find the item.
Note: If using the search, it will show the default item variation in the result, but you’ll be able to count any size that is used in inventory.
You’ll then see every configuration that is toggled on to be used, and can be counted.
Counting Item Variations - Mobile App
Full Units
Scan the barcode of the item or use the search to call it up
On the right hand side, you’ll see all of the item variations that can be counted as full units. Tap the + button beside a variation to add it to the count.
As you add items, they are converted to the default item variation’s measurement. Tap “Confirm” to submit the count.
Note: In the example above, the default item variation is a 1L bottle. The count is 1x 1L, and 1x 750ml. This converts to 1.75 units of the 1L bottle.
After the items are confirmed, you’ll see each individual item variation on the “Current Scans” screen.
Full Units (Cases)
While you may have items with different units of measurement and case sizes, you can also have items with the same unit of measurement but different case sizes. If the item is the same size, but comes in multiple case sizes packs, boxes etc, you can create item variations for each of those.
For example, you could have an item measured in units, but comes in cases of 25, 100, and 200.
Scan the barcode of the item or use the search to call it up
On the left hand side, you’ll see all of the item variations that can be counted in cases. Tap the + button beside a variation to add it to the count.
As you add items, they are converted to the default item variation’s measurement. Tap “Confirm” to submit the count.
Note: In this example, the unit of measurement is the same across all case variations so the value isn’t converted.
After the items are confirmed, you’ll see each individual item case variation on the “Current Scans” screen
Partial Units
When counting partial units of an item variation, it’s best to scan the barcode of the item. This pulls up the specific item variation and its weights. This way you can measure the amount remaining with the scale, or use the visual mode.
If you use the search, it will pull up the default item variation.
Scan the barcode of the item variation
The item is called up, and it shows the weights of that specific item variation
If you place the item on the scale, or use the visual mode, the amount remaining in the item is converted to the unit of measurement of the default item. In this example, the 750ml bottle has 375ml (half of the bottle) remaining. The 375ml in the bottle translates to 0.38 units of a 1L bottle (the default item variation). Tap “Confirm”
Counting Item Variations - WISK Web Portal
Counting item variations on the WISK Web Portal is a slightly different than in the app. You'll see each item variation appear as a separate item. The counts for each item variation are converted to the default item variation's unit of measurement after the inventory is completed.
Full Units
Use the search or scroll through your venue's item list to find the item. You'll see each variation
Make sure "Unit" is toggled on and enter the amount in the "Units" field and click the checkmark to add it to the inventory count
As you add counts for each item variation, they appear as separate entries in the Summary
Full Units (Cases)
Use the search or scroll through your venue's item list to find the item. You'll see each variation with a different case size
Click "Case" to toggle counting in cases and enter the amount. Click the checkmark to add it to the inventory count.
As you add counts for each different case size of an item, they appear as separate entries in the Summary
Partial Units
Add the partial value of the item variation using either the visual, scale, or manual methods and click the checkmark beside them
As you add partial counts for each item variation, they appear as separate entries in the Summary
