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How to Integrate CAKE POS
How to Integrate CAKE POS

How to upload your "Total Sales" report to your WISK account

Nick Neale avatar
Written by Nick Neale
Updated over a year ago

Article Contents

Introduction

At this time, CAKE doesn't offer a direct integration or allow for an automated daily sales report email to import your sales data into WISK.

However, we’ve made it easy for you to upload your CAKE sales into WISK. Just export your Total Sales report for the desired time period and upload into your account.

To get your sales from CAKE into WISK, you’ll need to:

  1. Set your POS Type to CAKE in your Venue Settings in WISK (a one-time process)

  2. From your CAKE Dashboard, export your Total Sales report in .xlsx format for the desired time period

  3. Use WISK’s manual sales upload feature to upload the .xlsx file

Set POS Type to CAKE

Before uploading your sales, make sure that the POS Type for your venue is set to CAKE on the WISK Web Portal. You’ll only need to do this once.

  1. Hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    An arrow points to the "Venue Settings" menu option.

  2. Click “Edit” beside POS Type (If it already says CAKE, you can go to the next section)

    An arrow points to the "Edit" button beside "POS Type".

  3. Select “CAKE” from the drop-down list and click “Save”

    CAKE has been selected from the POS Type drop-down menu and an arrow points to the "Save" button.

Export the Total Sales Report

From the CAKE Dashboard, export a copy of your Total Sales report in .xlsx format for the desired inventory period.

Note: When exporting the report, set the Display By option to Items.

You can learn more about the Total Sales report here.

We recommend exporting your sales whenever you complete an inventory. If you normally take an inventory on Monday mornings, export your sales from the previous Monday to Sunday. This gets all of the sales for the period between your two most recent inventory counts.

Alternatively, you can export and upload your sales daily.

Note: If you need help exporting the Total Sales report, please contact CAKE support or see:

Sample Total Sales Report

Summary Page

The "Summary" page on the Total Sales Report

Data Page

The page that shows the sales data, including the items sold and their quantity.

Upload the Total Sales Report

Note: Please make sure you have set your POS Type to CAKE, otherwise it won’t accept the file.

To upload the sales report file:

  1. Click “Sales” under the “Sales” menu

    An arrow points to the "Sales" menu button.

  2. Click the “Upload Sales Manually” button on the top-right corner of the page

    The "Upload sales manually" button is highlighted for emphasis.

  3. Select the period that matches the sales file. You can choose either “Inventory Range” or “Date Range”. "Inventory Range" will allow you to select a period between two completed inventories, whereas "Date Range" allows you to select from a variety of options (yesterday, last week, etc.) or set a custom range

    The date selector for uploading sales. You can choose a period between two completed inventories or set your own.

  4. After selecting the period, click “Browse” and select the sales file. Then click “Upload”

    A file has been selected an an arrow points to the "Upload" button.

  5. The sales data may take a moment to appear. If it doesn't, refresh your browser.

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