Article Contents
Introduction
When you import your sales data into WISK, it creates a POS Item in your venue for each item sold in your POS. For example, if you sell an item called “Cheese Pizza”, there is a corresponding POS Item created in WISK.
With those POS Items in your venue, the next step is to add the ingredients used every time the item is sold. This is called POS Item mapping or adding your recipes.
By mapping your POS Items, you:
get the cost of your menu items
get real time stock estimates
can set cost alerts.
Before Mapping POS Items
Viewing POS Items
To view your POS Items on the WISK Web Portal:
Click “Sales” on the left-hand menu bar, then "POS Items"
You’ll see a table of all your POS Items
Before mapping your POS Items, we recommend you take the following time-saving measures:
Create batches
Archive any irrelevant items
Add serving sizes (optional)
Filter and sort your POS Items
Creating Batches
For the smoothest experience, we recommend setting up your batches before you start POS Mapping.
These may be called sub-recipes in your venue, and are a group of ingredients that you set up ahead of time to use in POS Mapping. For example, if you use the same sauce in multiple menu items, create a batch for it.
When mapping your POS Items, you add the sauce batch as an ingredient instead of adding the individual ingredients of the sauce to each POS Item.
This saves you time, and if you ever change the recipe of your sauce, you just update the batch and it applies to all POS Items. To learn more, please see:
Archiving POS Items
Depending on your POS, WISK may import sales data for categories other than food. If this is the case, archive the POS Items of anything you're not tracking. This could also include any text modifiers that don't affect the quantity of ingredients (For example, "Over Easy", "Rare").
When you archive a POS Item, if it has sales, those are excluded from the total imported sales value. For example, if WISK imported $15,000 worth of sales for both food and alcohol in your venue, by archiving the alcohol POS Items you’ll get the total food sales. For the sake of simplicity, lets say it's an even split of $7,500 for food, and $7,500 for alcohol.
This modified sales amount of just food ($7,500) is compared to your consumption to calculate your overall cost percentage.
To archive POS Items:
Click the checkbox beside the items you want to archive (you can multi-select)
Click “Archive” on the pop-up menu that appears
Click “OK"
The selected POS Items are now archived.
Note: To restore archived POS Items, please see "Unarchiving POS Items".
Adding Serving Sizes
To save time when adding recipes, you can create standard serving sizes. When you map a POS Item, you add the ingredient, and how much is used when the item is sold.
By having serving sizes, you select the amount of an ingredient used from a list, instead of entering a custom amount each time.
If you have common measurements of ingredients used in your menu items, this feature is useful. It all depends on your venue, and is optional.
For example, if you consistently use 8oz of protein in dishes, you can create a serving size for it.
To create a serving size:
Click "Actions" then “Serving Sizes”
On the window that appears, click “Add serving size”
Note: By default, a serving size of "One Unit" is already in your venue. You can click it to rename it.
In the "Title" field, enter a name for the serving size.
Enter a quantity, then click the drop-down menu to select the unit of measurement. Fluid Ounce is selected by default. In this example, we'll select 8 Dry Ounces.
Note: You can learn more about the available units of measurement here.
After adding the measurement, click “Save” to create the serving size.
The Serving size is added and appears in your list of serving sizes
Note: You can edit serving sizes by clicking on them. You can also rearrange the order of your serving sizes by dragging and dropping. The order they appear on this screen is the order they appear on the list when mapping POS Items.
If you change a serving size, the updated measurement applies to all POS Items it is used in.
Filtering and Sorting Tips
The number of unmapped items displays at the top of the POS Items page. Click the "Click here to update" button to filter the page to only show unmapped items.
If you have a large number of POS Items to map, there are a few tools you can use to prioritize mapping your top-sellers.
1) If you click the predefined filters drop-down menu, there is an option to show "Unmapped and Sold in the last 30 days".
2) There is also a reporting view called "Most Sold Last 30 Days". This sorts the POS Items from highest to lowest sales in the past 30 days so you can map the items with the highest impact first.
To apply the view:
Click "Main"
Click "Most Sold Last 30 Days"
The POS Items are now sorted from highest to lowest sales from the last 30 days
For more tips to speed up POS mapping, please see the "POS Item Mapping Tips" section of this article.
Mapping POS Items
Check POS Items / Modifiers
Every POS is different, and some of our integrations have options on how you want to import your data. This is important if you use a lot of modifiers.
With some integrations, modifiers can either be appended to the main item, or imported as a separate POS Item.
Before you begin, check that your POS Items have imported in a way that makes sense to you.
If a POS has options for customizing the data import, there will be instructions in its corresponding integration article:
Adding Ingredients
To map a POS Item:
Click the “Ingredients” column of a POS Item
A window opens and displays the POS Item’s Title, POS Code, and the menu price of the item. By adding the ingredients, you'll get the total cost, profit and cost/profit percentage of the POS Item
Click into the "Search for ingredient" field. Start typing the name of an ingredient, and it searches your venue's item list. Click a search result to select the item. In this example, we'll start with the 10" Pizza Dough batch that was created in a previous article "WISK Restaurant - Creating Batches"
Note: If there is no matching item, you can either create a new item or batch
Then select the serving size. This is the amount used when the item is sold. You can select from the Serving Sizes you've created, enter a custom amount, or create a new Serving Size. Click “Serving Size” and select an option from the drop down menu.
Note: You will only see serving sizes matching the measurement type of the chosen ingredient. For example you won't see serving sizes that use volume for a weight-based item.
If you select a preset Serving Size, the item is added to the recipe and saved automatically. If you select a custom size, you’ll enter the quantity, unit of measurement, and then click “Add”. For more information, please see "Custom Serving Sizes" below.
Once an item is added, you’ll see the cost of the POS Item based on the cost per unit of the ingredients, the profit, and the cost/profit percentage
Note: A visual indicator also shows how each ingredient contributes to the overall cost percentage when there is more than one ingredient. If an ingredient is a batch, you can click "Show all ingredients" to see each ingredient within and its cost. In this example it shows a breakdown of what goes into the Pizza Dough batch.
Continue adding ingredients if needed. You can also add any additional costs. When finished, click X to close the window, or click the arrow buttons to move onto the next POS Item. There are also keyboard shortcuts to advance:
PC - Ctrl + Alt + Right Arrow = Next, Ctrl + Alt + Left Arrow = Previous
Mac - Cmd + Option + Right Arrow = Next, Cmd + Option + Left Arrow = Previous
Note: If you update the price of the item in your POS, it updates in WISK the next time the item is sold and your sales data is imported.
Custom Serving Sizes
As part of the Cheese Pizza POS Item above, we added 6 fluid oz of Pizza Sauce. We didn't create a serving size for this, so it must be entered as a custom amount.
To add an ingredient with a custom serving size:
Select your ingredient in the "Search for ingredient" field
The Serving Size is set to "Custom" by default
Type the quantity and select the unit of measurement. In this example, we enter 6 Fluid Ounces.
Click “Add”
The ingredient is added to the POS Item
Other Costs
Your POS Items may have ingredients that you choose not to inventory in WISK, such as garnishes etc.
If you want to add the cost of those ingredients you don’t track in WISK, you can add a flat value in the "Other costs" field.
This amount is added to the cost of the POS Item and recalculates the Profit and Cost/Profit Percentage.
Cost Alerts
With your POS Item mapped, you now know the cost of the menu item.
To help monitor your costs, you can set alerts for when POS Items go above certain cost percentages. Just enter a percentage in the "Cost Alert" field, and you'll receive an email notification if the cost percentage exceeds that amount.
To learn more, please see:
POS Item Mapping Tips
To save you time while mapping your POS Items, try out these tips.
Copy POS Item Mapping
If you have a lot of similar dishes that contain the same ingredients and amounts, you can copy the POS Mapping from one item to others.
In this example, we have our "Cheese Pizza" POS Item that is already mapped. We can copy these ingredients to our "Pepperoni Pizza" POS Item.
Tip: To find all your similar POS Items, use the search and enter a shared keyword
To copy the mapping from one POS Item to others:
Click the checkbox(es) beside the unmapped POS Item(s).
On the side menu that appears, click "Import ingredients from another POS Item"
In that window that opens, enter the Title or POS Code of the POS Item that you want to copy the ingredients from. In this example, we'll select "Cheese Pizza"
On the confirmation window, it displays the ingredients that will be copied over. Click "OK"
The ingredients copy from the POS Item and import into the POS Items you selected. Click the "Ingredients" column of a POS Item to add additional ingredients if required. In this example, we'll need to add pepperoni to the Pepperoni Pizza
Add any missing ingredients, other costs, and cost alerts to the POS Items
Adding Ingredients to Multiple POS Items
If you don't already have a mapped item to copy ingredients from, and have a lot of similar menu items, you can add the same ingredients and quantities to multiple POS items at a time.
For example, if you have a lot of hamburger POS Items that all use the same patty size and bun, or variations of a pasta dish that use the same noodles and amount.
To add ingredients to multiple POS Items at once:
Click the checkbox beside the POS Items you want to add ingredients to
On the side menu that appears, click "Import ingredients"
In that window that opens, you can add one or more ingredients (items or batches) to the selected POS Items. You add them one at a time using the "search for ingredient" field
After selecting the ingredient, enter the quantity of the ingredient. You can choose a preset serving size or enter a custom amount. In this example we selected "Dry Spaghetti" to add to each POS Item
If you select a Custom serving size, enter the quantity and unit of measurement
After selecting the amount, click "Add"
Note: If you select a serving size other than custom, the item is added immediately
The ingredient and the quantity are set to be added to the selected POS Items. Add more ingredients if needed
When finished adding ingredients, click the "Submit" button
Note: After clicking submit a message displays saying the changes are being applied
The ingredients are added to the selected POS Items and the costing updates to reflect the latest changes. This may take a few moments depending on the number of POS Items being updated
