Looking for older updates? See our archive.
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We've also rolled out news.wisk.ai to show the latest product changes, and other updates about all things WISK.

If you use Open Items in your Toast POS, these are now supported.
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Previously when an open item was sold, all sales of that item would appear under the assigned code, for example 1234. There was no way to properly map the POS Item because the name and title were always changing.
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Now when an open item is sold, "open-item" and then the name that was punched are appended to the code.
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For example, lets say we don't have an Old Fashioned or Manhattan on our regular menu. Now when they are punched in under an open item, instead of both items appearing under the code 1234, there will be:

These are two separate POS Items that can be mapped, each with the price they were punched in with.

Depending on how much you rely on open items, this change will create more POS Items in the long run, but will give better visibility into your costs. For example, if you use the open button for daily / weekly specials.

This may also help account for some unexplained variances.
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If your venue uses Transfers to Partner venues, they now appear on the "Transfers" page instead of the "Invoices / Returns" page.
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To add new Transfers to Partner venues, you can do this under the "Actions" Menu on the "Transfers" page.

Transfers to Partner venues and transfers between areas both appear on this page. The "Operation" column tells the difference between the two actions.

To learn more, see:

Now if it's been more than 45 days since your last completed inventory count, no real-time stock value is calculated.
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Note: This can be changed in the Venue Settings to up to 365 days.

Instead you'll see "No recent inventory" in the Real Time Stock column.

This is because this number is an estimate, and the longer you go without taking a count, the less accurate it will be. Take an inventory count to see the Real Time Stock again.

In most cases you should be taking inventory at least once a month.

However, if you want to see Real Time stock calculated over a longer period, you can adjust it in the Venue Settings in the "Real time stock recalculation threshold" field. You can enter any number up to 365 days.

When sending an order to a distributor, you have the option to add notes for them. Previously these were only visible in the text/email sent to the distributor.
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Now if you add notes, they are visible in the purchase order after sending it to the distributor.

If the WISK Team processes the invoices you scan/upload, they normally convert the draft invoice into a "real" invoice that updates your item's stock and costs.

Some users requested that despite the WISK Team working on the invoices, they wanted to be the ones to convert them. Up until now, this was a manual process.
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Now you can make a request to your Customer Success Manager to have final approval on your invoices.
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This means the WISK Team will process uploaded invoices like usual, but you will be responsible for converting them. Your item's stock and costs won't be affected until you approve them.
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If this feature is enabled, you'll see a new status on draft invoices called "Final Approval Needed".

Any draft invoice with this status appears on the "Client Review Needed" tab.

Click the invoice and review the details. If everything is correct, click "Convert to Invoice". If there are any errors, please correct them before submitting.

Important: This option gives you full control over any items coming into your venue and cost changes, but requires constant upkeep.
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Now if you upload a draft invoice that falls in a locked inventory period, the WISK Team will confirm all the details are correct, but won't convert it.
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This is because you can't add invoices to locked inventory periods. To add the invoice, the inventory period needs to be unlocked. Unlocking inventories has the potential to alter your historical data and the WISK Team cannot do this on your behalf.

To learn more, see:

When the WISK Team has reviewed the invoice, it will appear on the "Client Review Needed" tab with the status of "Final Approval Needed".
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When you open the invoice, you'll see the following message:
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"This invoice is in a locked inventory period and cannot be converted until an Admin from the venue unlocks the corresponding inventory."

After you unlock the inventory, the message disappears and you must convert the invoice.

To make reviewing draft invoice line items with missing information faster, the "Needs attention" filter now remains toggled on when you click the arrow button to go to the next invoice.

If you have an accounting integration and have taxes toggled on, we've added the following to invoices to make them easier to read.

In this example we see the item is $25/unit with taxes included. The tax rate is 13%, so the pre-tax cost/unit is $22.12. The Tax ($) shows $28.76, which is the subtotal multiplied by the tax rate.

We've made a few changes to some actions on the WISK Web Portal regarding purchase orders:

Both of these options now appear under Actions > Mark as received:

Clicking "Mark as received" then gives you the option to add the invoice, or link the purchase order to an existing invoice.

Note: There is also a button called "Unable to fulfill". Use this if the distributor was unable to deliver the entire order. This option may be moved to the "Actions" menu in a future update.

To learn more, see:

When viewing a POS Item, there is now a "History" tab. This shows any changes made to a POS Item that impact the cost percentage. This includes:

This new tab makes it easier than ever to see how your POS Item costs change over time.

Any time there is a change to a POS Item's cost percentage, it logs the final value at the end of the day. This appears as a data point in the graph. When you place your cursor over a point it shows all the relevant data, including cost, price and profit.

Below this it shows a breakdown of the cost by each ingredient.

To learn more, see:

If you try to create a new item or change an existing item's measurement to "1 unit" you will now need to confirm this action.

Most items in food and beverage inventory should have a weight or volume that you can use instead.

If you use "Unit" instead of a weight or volume measurement, this will cause issues when trying to add recipes to items on the POS Items page. For example, if you have a liquor bottle with an item measurement of "1 unit", you won't be able to add partial amounts of that item to a recipe.

The "Unit" measurement type should only be used if there is no other way of measuring the item available.

To learn more, see:

In the latest app release, 2.2.54, we have added more indicators to show when you are offline or have a weak internet connection while taking an inventory count.

If you try to submit the inventory count while offline, you'll see messages telling you that you have counts that are not synced with the web. This means no other users can see your counts.
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We recommend getting your device back online before submitting the inventory count.

If you do submit the count while offline, you won't be able to take another count until your device reconnects to the internet. When you go to the "Inventories" page you'll see a message saying the inventory was submitted while offline.

To learn more, please see:

We've added some improvements to the Invoices / Returns Analytics tab.

This tab displays every time an item appears on an invoice or return. Through the preset reports on the page, you can quickly see details such as how much you spent on an item for a selected time period.

To learn more about this tab, see:

We have added two new views to the "Invoices / Returns Analytics" Page:

These show every instance of a Charge or Credit that was added to an invoice, grouped by the type.

Charges Report

Credits Report

You can now see all invoice/return activity for the period between any two inventory counts. Previously you could only view this tab by Date Range.

A new column called "Depletions" has been added to the variance and consumption reports.
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Previously, any depletions added were factored into the "Invoices" column as a negative value. For example, if you received 10 units of an item, and then added a depletion of 5, the Invoices total would have shown 5 units.

Now there is a separate column to show depletions. Depletions always remove stock from the venue. This change does not impact any calculations, depletions are still subtracted from your consumption.

In the example above, if no depletion was entered there would have been a variance of -5 units, in other words an unexplained loss.

To learn more, see:

If you have items with multiple item variations, we've added some new system views to make it easier to compare costs between your vendors.
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These system views are called "Variation Cost Comparison" and are available on the following pages of the WISK Web Portal:

To learn more, see:

If you have added notes to a distributor, these now appear when generating an order on the WISK Web Portal or mobile app.

On the Prepare Orders page, a tooltip displays beside any distributor with notes. Placing your cursor over the tooltip displays the notes.

These notes are also visible when sending the order to the distributor.

On the Prepare Orders screen in the mobile app, a tooltip displays beside any distributor with notes. Tapping the tooltip displays the notes in a separate window:

We've added two new options under "Items" on the side menu of the WISK Web Portal:

We have also added these options as filters on the "Items" page in the mobile app:

On web this option takes you to the "Items" page with the "Recently added" view toggled on. This shows all items added to your venue in the last 30 days.
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It's a good practice to review any new items to make sure the details are correct.

To learn more, see:

On web this option takes you to the "Items" page with the new "Check Measurement" view toggled on. This shows all your items that have the measurement type of "unit".
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The purpose of this view to highlight items that may have a more accurate volume or weight measurement. For example, if you have a beer can with a measurement of "1 unit", you should change it to the actual volume (355ml, 12oz, etc.)

To learn more, see:

You can now rename, archive, and restore partial inventory groups on the web. Previously, this was only available in the mobile app.
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You'll now see a "Manage groups" button on the Partial Inventories page.

To learn more, see:

When using the Swap feature, you can now select specific POS Items and Batches to change the ingredient in.
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Previously the swap would apply to all POS Items and Batches the item/ingredient appeared in.
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Now when you go to swap out an item, it shows all POS Items and Batches it appears in. Use the checkboxes to select where you want to swap it out with the new ingredient. By default all boxes are checked.

To learn more, see:

If your POS integration is via a daily sales email or API integration, we've added a new "called off" status based on not receiving sales for 30+ days.
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If your integration goes to this status, it means the integration is paused because we have either:

If you are no longer using the POS system, you can remove the integration.
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For email reports, If you are still using the POS system, you should check your daily scheduled sales report settings to make sure it's still sending. This will vary depending on your POS system. Please see our list of POS integrations for specific setup instructions.

To learn more, see:

After completing an inventory count, by default you have 45 days until the inventory is locked. During that time you should make sure all invoices are added and the count was accurate.
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Once the inventory is locked you can't make changes to it or add any invoices before that date.
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In the event you missed something, Admin users can unlock inventories, but unlocking an inventory impacts your historical data.
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To minimize the impact on your data, you can now only unlock up to 10 inventories at a time.
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If you try to unlock an inventory that is farther back, the option is greyed out and a message displays explaining why you can't unlock it.
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To learn more about inventory locking / unlocking, see:

We now include a direct link to each POS Item in POS Item cost alert emails. Just click the link in the "PLU Number" column to open the POS Item in a new tab.

To learn more, see:

The variance overview report PDF has been reformatted to be more printer friendly. It was previously generated on one page, but is now separated into pages by section.

This should make it easier to print for users that need paper copies.

To learn more, see:

Now when viewing an item's cost per unit, it displays in blue text if the cost is from an invoice. If the cost has been entered manually it displays in black text.
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This is a quick visual way to know where the current cost came from.

When you first start using WISK, you will have a number of costs that were entered manually. As you use the platform and receive items, the majority of your costs should be coming from invoices.

Now when you view an item's cost history, it also displays the distributor the invoice is from. This makes it easier to compare prices between your distributors.

To view the cost history, click the arrow beside the current cost per unit.

It shows all invoices that include the item (and its variations).

To learn more, see:

You can now resend the inventory report email from your last inventory count on the Home page of the WISK Web Portal and mobile app.

On the WISK Web Portal, click the "Email Reports (Last Inventory)" button on the Inventory section.

In the mobile app, tap the "..." button on the "Last Inventory" card and tap "Resend reports".

To learn more, see:

We've added a new column called "SMS Sent Status" to the Purchase Orders page.
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When sending an order to a distributor through WISK, if the distributor contact has a phone number attached they're sent a text. This is a quick way to make sure it was sent and you can check the timeline to see if it has been opened.

It displays as either "Sent" or "Not Sent"

To learn more, see:

After scanning and uploading all pages of an invoice in the WISK Mobile app, you'll now receive a prompt with the following options:

This should provide a smoother experience when uploading multiple invoices. Previously it would take you back to the "Orders" tab. This change reduces the number of taps in the app to upload an invoice.

To learn more, see:

If you have an item with multiple variations, each variation name must now be unique.

If you try to create an item variation for an item and give it the same name as another variation, the following message displays:

When grouping items, if the items had the same variation name, "(1)" will be added to one of the variations to make it unique.

If you scan the barcode of an item that doesn't already exist in your venue, and there are multiple matches in our database, we now show more details about the items.
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Previously it would just show the title, item measurement, and the image.
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The following information now displays if the item has it:

This will help you select the item with more complete information.
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This info also displays while using the search during inventory:

Whenever you make any of the following changes to an item, it's temporarily locked from further changes while the initial change is applied to your existing data.

Previously, the entire item was locked from changes but now only the item measurement, case size, and ability to change the default item variation is locked.

If a POS Item contains a batch, you can now see the breakdown of each ingredient, including the quantity, and how it contributes to the overall cost.
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For example, we have a batched Negroni that is currently mapped to a POS Item. This displays as one line item that shows the total cost of all ingredients within. Clicking the "Show all ingredients" checkbox provides a breakdown of the batch.

We can now see each ingredient within the batch, and how it contributes to the total cost.

If an item has multiple variations, you can now quickly manage how each variation is counted.

To learn more, see:

As part of the offline mode, you can upload/scan invoices inside the WISK app when not connected to the internet.

When your device reconnects to the internet, as long as the WISK app is open or is open in the background, it will upload the invoice(s) to your account.

If you submit an invoice while offline, we've added a message in the app to make it clear when it will be uploaded.

A banner also displays to let you know how many invoices have been submitted while offline. Make sure you don't close the app completely if there are still invoices that need to be uploaded.

When the invoices are uploaded the following message displays:

To learn more, see:

We have added a "dark mode" for the WISK Web Portal. You can toggle this on from your "Account" page.
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On the "Account" page, there is now a drop-down where you can select your preferred theme. The options include:

Here is an example of the dark theme:

To learn more, see:

On the "Prepare Orders" page of the WISK Web Portal, we've added the ability to prefill your cart using WISK Par (Sales).

This is a recommendation of how much stock you should have on hand to last your ideal stock days based on your sales data from the past 6 weeks.
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Previously, you could only add items to your cart based on WISK Par (Sales) one at a time.

To learn more about WISK Par, see:

There is a new predefined filter on the POS Items page that shows all POS Items where the current cost percentage is higher than the set alert.

To learn more, see:

In August, we improved the communication process for responding to notes left by our invoice processing team.
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We have made some additional refinements to this. Now when you respond to a comment left by the team, it automatically marks the comment as resolved:

When all comments are resolved, the invoice status automatically goes back to "Ready for Review". This is a change from where you had to click the "Fix" button to send it back to review.

If you have multiple POS Items that contain the same ingredients and quantities, you can now add those ingredients to all POS Items at the same time.
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Previously you could only add ingredients one at a time to multiple POS Items.

On the POS Items page, click the checkboxes beside each POS tem and click "Import ingredients"

In the window that opens, you can select multiple ingredients to be added to the POS Items. When you've added everything, click "Submit" and those ingredients are added to the select POS Items.

To learn more, see:

If the current cost per unit of an item contains a discount from the supplier, this now displays in the interface.
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​Note: This is if a discount was applied to the item on the most recent invoice added.

To help manage your batches, we've added a "With no ingredients" filter.
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Any batch without at least one ingredient assigned is also highlighted in yellow to make it easier to spot.

When you submit an inventory in the app, you're asked to schedule your next count.
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You can now change the date/time on the Home Page of the WISK Web Portal.
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Under "Next Inventory", click the pencil icon to change the scheduled inventory time.
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If you haven't started your next count by the scheduled time, you'll receive an email reminder.

WISK now supports POS integrations with GoTab. To learn more, see:

Earlier this year, we reworked our POS integration process to make it easier to manage multiple integrations. We also worked to provide more transparency about their status - if they were failing or temporarily halted.

You can find updated documentation that goes over the new process for adding, customizing, and removing integrations here:

If you need to edit an inventory time, we now show warning messages if the inventory duration is longer than 48 hours.

Ideally you should complete an inventory count the same day you start it, during a period where there are no sales in the venue. This ensures you have the most accurate data.

When you complete an inventory, the inventory duration should reflect when you started and finished the count.
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You should not change the inventory duration to be the amount of time between your last two inventory counts, the system calculates that period automatically. This is known as the inventory period.

If you try to set the inventory duration to be longer than 48 hours, it displays a warning message.

To learn more, see:

We've added a "Target Cost" field on the Cost Calculator tool on the POS Items Page.

Now when you've added all ingredients to a price out a new menu item or adjust an existing one, you can enter the desired cost percentage.

This shows the suggested price, and you can make further adjustments to ingredients as needed. If you make changes, click the recalculate button to see the new suggested price.

In the example below, the cost of the menu item is $3.78. By setting the target cost to 20% it suggests a selling price of $18.92.

To learn more about the Cost Calculator, see:

Every action in the WISK platform is tracked in the venue timeline with the time stamp and user.

If a user account doesn't have either a first or last name, they are now prompted to add one. They are blocked from accessing the system until this is added.

When adding an invoice, you are now blocked from selecting a date in the future. This currently throws an error, but will be greyed out in an update coming soon.
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We have made a few changes to our QuickBooks Online integration:

This makes it easier to fix any issues if an invoice was sent to QuickBooks with mistakes.
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When an invoice has been sent the first time, the following message displays in the invoice:
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"This invoice has been sent to your accounting software in its current state. If you make additional changes you will need to re-send it.

Note: You can only resend invoices one at a time.

To learn more, see:

When your first set up your account, you may have item costs that come from an inventory sheet or other sources. These costs are added to your items manually.
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As you receive invoices for items, the costs update automatically.
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In some cases, you may have items where you haven't yet received an invoice. To easily see those items, we have added a "Cost Set Manually" filter to the "Items" page.

This shows all items that don't yet have an invoice added for them.

The iOS app has been updated to show Variation Names beside the item. This makes it clearer when taking inventory, generating orders, and adding invoices in the mobile app.

Previously it just showed the item title with the measurement. This made it difficult to distinguish between certain item variations, especially if they were the same measurement.
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In the example below, there is an item called "Apples", with multiple variations for different types. The variation name now displays in brackets beside the item title making it easy to distinguish which variation you are ordering, counting, etc.

The summary dashboards are now viewable in the mobile app.

As a result of this change, we had to move the "Items" tab. You can now view your items on the "Inventories" tab.

To learn more, see:

We have updated the Inventory Value vs Consumption graph on the Inventory Dashboard to show Inventory Turnover.

Inventory Turnover = Consumption Cost / Average Inventory Value

This shows how much of your inventory was used during the inventory period.
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The higher the inventory turnover %, the more efficiently you're using your stock. In other words, your inventory is being sold/converted to cash and not taking up space / tying up cash flow.

If you have a low inventory turnover, you may have overstock or deadstock and should adjust your purchases from your suppliers. You may have also missed adding some invoices for the period.

To learn more, see:

When you group or merge items together, the resulting item is replaced in all inventories, invoices and other movements in the unlocked inventory period.
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This process can take a few minutes to complete. While this runs, we have made it so the item is locked from any further changes.

Previously, if changes were made to the item while these process was running, such as changing the default variation, there would be mismatches in your data.

When you view an item that has just been merged or grouped, you'll see the following message display, and no fields can be edited.

When this process finishes, the message disappears and the item can be edited again.

If you try to change an item's unit of measurement to something that is much larger or smaller than the existing measurement, it now displays a confirmation message. This is to prevent any potential mistakes.
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If you enter a value that is much larger than the existing measurement, it displays the following:

If you enter a value that is much smaller than the existing measurement, it displays the following:

After you change an item's measurement, these changes need to apply to all inventories and invoices within the current unlocked inventory period.
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To make sure these changes apply successfully, the item is now locked from further editing. It can take a few minutes for these changes to apply, and then the item can be edited once again.

To help spot certain items in your venue, we've added some new predefined filters to the Items page.

This filter shows all items where you haven't added a cost alert.

By adding cost alerts, you'll be notified every time the cost of this item goes above the level you set.

To learn more, see:

This filter shows all items where you haven't added a stock alert.

By adding stock alerts, you'll be notified when the real time stock of an item goes below the alert level. This way you can order more of the item before it runs out of stock.

To learn more, see:

This filter shows items that have been counted in inventory, but don't currently have a cost assigned.

This typically happens when you take your first inventory count, and the item hasn't appeared on an invoice yet.
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If you have a list of your item costs, you can add the costs manually to get an accurate inventory value.

To learn more, see:

This filter shows items that have more than one barcode assigned to them. Depending on the item, this may be normal.

For example, a beer bottle will often have the barcode on the bottle itself, as well as the barcode on the case.

Some items could also have different barcodes depending on the region/country of origin.

In some cases there may be errors in the item data and an item may have the barcode of an unrelated item attached to it. This filter can help spot these situations.

You can now clear the "Your Par" field for multiple items at a time. Just click the checkboxes beside each item, and click the "Clear Par Level" button.

To learn more, see:

For POS Items, we now display the price from the POS in the same line along with the cost, profit, and cost percentage. We also display the profit percentage, which is the inverse of the cost percentage.

We have also added a shaded bar graph that shows how much each individual ingredient contributes to the overall cost percentage of the POS Item. This should help you quickly spot if any one ingredient makes up the majority of a POS Item's cost.

This filter helps prioritize which POS Items should be mapped first.

When setting a cost alert for a POS Item, you can now enter a decimal number up to 2 decimal places. Previously it would only accept whole numbers.

We've made it easier to remove cost alerts. Click the checkboxes beside each POS Item you want to clear the cost alert for and click the "Clear Cost Alert" button.

To learn more about these updates, please see:

We have added a new filter to the variance page called "With Sales"

This shows all items sold in the selected period based on the recipes in the POS Items. If you haven't finished your recipe mapping 100% this is a way to only show items that have been mapped in the variance.

To learn more, see:

With the introduction of the Default UM for Reporting in July, we have added a system view/report to the Variance Page called "By Reporting UM".
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Items are ungrouped but sorted from the highest to lowest variance cost. The sales, consumption and variance display in the default reporting units

We have reworked the Variance Overview PDF that is sent out when you complete an inventory count.
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This report still shows your overall performance, how close your actual cost is to your target cost, and highlights your top losses.
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For a period we were sending both the old and new version, but now the old version has been retired.

To learn more, see:

We've made a few changes on the Sales page to make it easier to view your POS integrations. You can now place your cursor over the "i" icon and it will display all active integrations and their status.

If you want to manually refresh your sales data, click the "Import Now" button beside an integration and it will check for new sales.

To learn more, see:

You can now send multiple invoices to QuickBooks online at a time. Just click the checkbox beside any invoice that hasn't already been sent and you'll see the "Send to accounting" button.

​Note: Please make sure all your data is correct when sending invoices. Once you send them to QuickBooks Online, you can no longer edit them.

If there is any missing information in an invoice (totals don't match, not all items have a GL account assigned) the system will tell you what needs to be fixed. Add the missing information and click the Retry button.

To learn more, see:

You can now send returns to your QuickBooks Online account. When you open a return on the WISK Web Portal, you'll now see the "Send to accounting" option under the Actions button.

Once sent, they appear as a Vendor Credit on the Expenses page of QuickBooks Online.

If the WISK Team processes your draft invoices, sometimes there isn't enough information on an invoice to know the full details of an item.
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In this case the team reaches out to you to get this missing information.
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We have updated the system to now support a comment thread on draft invoice lines. When the WISK Team requests information about a specific item, you can just respond to the thread and the team will resolve it.
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To learn more, see:

If you make use of batches as inventory items, when viewing your inventory on the web, you'll see an "Expand batches" checkbox.
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In this example we have 6 units of sweet vermouth and 2 units of a "Negroni Batch". Each bottle of the Negroni is 750ml, and contains 250ml of sweet vermouth.

When "Expand batches" is clicked, this breaks down all batches into their base ingredients. In this example the "Negroni Batch" disappears and the stock of sweet vermouth now shows as 6.5 units. When you hover over the Total Items column, you can click "more info" to see which batches are contributing towards the stock.

In this example, it shows that part of the stock of 6.5 units is coming from the Negroni Batch.

We have added a section under Venue Settings to set the default reporting units for weight and volume items.

You'll find new columns on the WISK Web Portal showing the selected defaults for weight and volume, but using them is entirely optional.

To learn more, see:

To make sure your POS Mapping remains accurate, there is now a "Needs Review" tab on the POS Items page.

The purpose of this tab is to flag any POS Items where the title has changed since the last sales import.

This is to identify any POS Items that may have been renamed in your system and may need to be remapped. In the example above, the POS Item is named "Casamigos Reposado" but it is mapped with Bacardi 8 and will need to be looked at.
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​Note: Ideally when you have new menu items, you should create a new button in the POS. If you re-use buttons, it becomes difficult to keep track of your historical sales data in WISK. For that reason we strongly encourage you to create new buttons.
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To learn more, see:

When using the web to add a partial volume item to an inventory, we now show the full and empty weights of the item when using "Scale".
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If the item doesn't have an empty weight attached to it, it shows the estimated empty weight based on the full weight and the density of the item category.

In the example above, the full weight of the Jameson bottle is 1280g. There are no empty weights on file, but based on the density of the "Scotch and Whisky" category (0.94), it estimates the empty weight is 575g.

Over the past few months we've been implementing new draft invoice statuses to alert you when there's an issue with an invoice.

These issues prevent our team from converting the invoice and require your input.

You can view these issues on the "Client Review Needed" tab of the Draft Invoices page.

To learn more about each status and how to fix them, please see our Client Review Guide.

If you send a purchase order through WISK, you can track the read receipts on the WISK Web Portal.
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Previously this was showing only opens from users in your venue, but now you'll see opens from the distributor's email address. These appear as a "System Update" in the timeline.

To learn more, see:

We have added a "Timeline" tab to each completed partial inventory on the WISK Web Portal. This allows you to see the full history of actions taken during the partial inventory, including:

When contacting WISK Support via the "Email Us" option, you can now attach images or take a screenshot of your current display.

As part of this update, you'll now see a small ? icon in the top left corner of most windows on the WISK Web Portal that shows the "Email Us" option when clicked.

When taking a screenshot using our tool, it captures the current view of the browser window (minus the "Email Us" pop-up). You can then use the drawing tool to highlight anything to share with our team.

To learn more, see:

On the Variance Dashboard, we've added a table that shows the difference between your Target Cost and Actual Cost for each family by inventory period.

A value is highlighted in red if it is greater than + or - 3%.

Ideally, you want your values to be as close to 0% as possible. You can use this table to see how your performance has improved or worsened over time.

In this example we can see that both Beer and Liquor have mostly been improving week to week, but Wine is still experiencing some larger swings.

To learn more about the Variance dashboard, see:

We have moved the Next and Previous arrows on the POS Item, Batches and Draft Invoice windows.
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Previously they were at the top left, but now you will find them on the left and right sides of the windows. This should make them easier to click if you are actively mapping or reviewing draft invoices.
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We have also added keyboard shortcuts:

If you need to reimport sales data into your account, you can now select a specific date and time instead of an inventory count.

Please note you can only select a date that falls in an unlocked inventory period.
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If you have no locked inventory counts, there is limit as to how far back you can pull which varies depending on the POS.

Note: This option is only available for API integrations

To learn more, see:

When generating orders for a distributor in the mobile app, it now shows if there are any pending purchase orders containing an item.

In this example, the par level is 6 units and the stock is 0. However, there are 3 units on another order that has not been received. In this case, it recommends ordering 3 units.

To learn more, see:

The "Cost Calculator (Draft POS Items)" tab is now available on the POS Items page.

This feature lets you test out changes to existing or new POS Items without impacting our data.

When you create a draft POS Item, you can change or add ingredients to see how it impacts the item cost. If you want to move forward with the changes, you can copy them to the existing POS Item when ready.

This is a good way to cost out new menu items, or see how adjusting the ingredients in existing dishes affects your costs.

To learn more, see:

We have made some changes to improve the grouping feature. Now when you group items:

These changes should make it so there are no discrepancies in the variance for the period where the grouping occurred.

Note: The updates to past invoices and inventories can take a few minutes to complete. After grouping items, we don't recommend making any changes to the item for several minutes.

To learn more about the changes to grouping, see:

We've added tabs to view the "Overview" and "Variance" Dashboards on the Variance page and updated some UI elements to be more consistent across all pages.

To learn more, see:

With recent developments to partial inventories (formerly independent inventories), we have reworked the email sent after a partial inventory is taken.
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There is now a specific email report permission for users to receive it.
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This email has the subject "Partial Inventory Report" and includes the standard inventory, consumption and variance report attachments. There are also links to view each report on the WISK Web Portal.

To manage which users receive this report, please see:

When taking inventory in the iOS app, it's now possible to archive items you no longer carry via the previous list.
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To learn more, see:

Whenever adding new menu items, we recommend creating new buttons in your POS instead of reusing existing ones.
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This is because WISK creates POS Items based on the POS code. If you rename an existing POS Item and sell it as something else, the full sales history and mapped items are attached to that code.

We have made some improvements to the POS Item timeline and sales history to help spot if a POS item has been renamed to something else.

On the Sales page, if you click the details button beside a POS Item, it now shows the title of the item at the time the sales were imported:

In the example above you can see that the item was originally imported as "Jameson Shot" but then was renamed in the POS system to "Tito's Shot".

By clicking the "Timeline" tab you can also see more data about the changes.

Starting from the bottom it shows:

At that point, you would need to change the mapping of the item to reflect what is now being sold. By changing the mapping, this would apply to all sales of the item within unlocked inventory periods. If you are going to re-use a button (which we don't encourage), you can minimize the impact by locking your inventories before making the change. Keep in mind you should have all of your other data in place - invoices etc before doing this.

In the interest of having accurate historical sales data, we don't recommend reusing buttons. It always easier to create a new button in the POS.

When viewing inventory details on the WISK Web Portal, we've added a new reporting view called "Main with Par".
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This view enables the "Your Par" column to see how the stock compares to the par levels set for each item.

We've made it easier to see if there are any filters applied to the data displaying in tables on the web.
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If you place your cursor over the gear icon on the top left, it displays any filters that are applied.

Clicking the window that appears opens up the Filters menu to make changes.

For users of SpotOn POS, we now support uploading the "Product Mix with Modifiers" report directly into WISK.
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You can export it from SpotOn, and upload it to your WISK account without having to use the WISK template.
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To learn more, see:

Our new dashboards are now available on the WISK Web Portal.

These tabs show your venue's performance over time, comparing your data from each inventory period.

To learn more, see:

Previously, you could only integrate a venue with up to two POS systems. We have reworked our POS integrations framework and you can now add as many as needed.
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As part of this change, you'll see that "POS Type" and "Secondary POS Type" have disappeared from the Venue Settings window.
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There is now a dedicated "POS Integrations" section where you can add new integrations and check on the status of existing ones.

This gives greater visibility into whether your integration is setting up, actively pulling sales, or has failed/encountered an error. You can mouse over the info tooltip to see when it last checked for sales and when the last sale was pulled.

Expect more updates to POS integrations and the user interface in the near future.

When taking an inventory, if a user submits the previous inventory count in an area, the timeline now shows each item and the count.
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There is a timeline entry to show the previous counts were submitted and then all amounts display with the same timestamp.

Before this change, it just showed that the previous inventory count had been submitted.

To learn more, see:

We've made a few small updates to the UI when taking inventory in the app. If you place an item on a supported Bluetooth scale that exceeds the full weight on file:

To learn more, see:

We've added a new column to the "Items" page called "Invoices". This shows the number of invoices added to the venue that contain the item.

When you email invoices, we can't currently assign the distributor it belongs to automatically. Any invoices that are emailed now go to a status called "Select distributor"
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The distributor has to be selected before the character recognition software can run.

This is because we are currently in the process of upgrading our character recognition software. We are currently migrating distributors to the updated model. When you select the distributor it determines which model is run.
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If your subscription includes invoice processing by our team, they will select the distributor. If you process invoices yourself, you'll need to select the distributor before you can review the invoice.

If your plan includes invoice processing by the WISK team, we've made a few more updates to make the upload process more streamlined.

If you send an email with invoices to an invalid email address (made a typo, the venue name changed), you'll receive an automated email saying the address in invalid.
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Double check your venue's unique email address for invoices that you sent it to the correct one. To learn more, see:

If you upload an invoice and the character recognition software is unable to detect any information, you'll receive this email message:

Please follow the link to view the invoice and re-upload a better quality image. The image may be too blurry to detect anything, or there is no recognizable text.

The invoice will have the status of "No invoice lines detected".

To learn more, see:

We are in the processing of renaming "Independent Inventory" to "Partial Inventory". There is no change to the functionality, however.

Partial inventories are intended for taking inventory counts of a subset of your items on a more frequent basis to get consumption and variance values.

This is helpful if you notice a recurring variance on certain items and want to get to the source of it.
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Partial inventories are also helpful if you are in the process of setting up your venue and still have a lot of unmapped POS Items. You can map your top items and take partial inventories to start getting meaningful data to improve your operations.
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Partial inventories do not update the stock count of items.

Previously, you were only able to view your independent/partial inventory reports via the reports sent by email.
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These reports are now available on the WISK Web Portal.

To learn more, see:

We've added a new column to the "Items" page called Source that shows how an item was created.

This appears on the:

Sources can include:

We previously showed just the "Added On" time, but this gives additional information about why and how it was created.
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To learn more, see:

We have updated how our integration with the SAQ imports invoices into accounts.
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We now pull PDFS that appear on the Mes Factures page, and import them if they have RI in the invoice number.

To learn more, see:

On the POS Items page we added a predefined filter that will only show POS Items with no sales data.
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This is intended to help archive irrelevant POS items that are created by the system, or when cleaning up your items after changing the import settings.
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When taking an inventory count in the mobile app, some of your inventory areas may not have a reliable internet connection. The WISK app works offline and all data is saved locally on your device until you reconnect to the internet.
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We've made some UI improvements to make it clear when there is data on your device that hasn't synced with the server. If you have unsynced data, you'll see a message on the area selector saying "Unsynced offline operations".
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This means that counts on that device are not visible on the web or to other users in your venue.
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If you minimize the app, you'll also see the number of unsynced operations on the app icon.

To sync your data, connect your device to the internet.
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To learn more, see:

You can now link invoices you've received to purchase orders generated in WISK.

This allows you to close out any purchase orders if you didn't receive them via the "Adding an Invoice from a Purchase Order" flow.

For example, if you scan or upload an invoice to be processed by the WISK invoice processing team. Once the invoice has been added, you can link it to the purchase order.
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This marks the purchase order as closed, and the items within it no longer go towards your "Pending Purchase Orders" count.

You can also link purchase orders to invoices.

To learn more, see:

On any page where the "Pending Purchase Orders" column is visible, you'll see the quantity of each item ordered on open purchase orders.
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You can now place your cursor over the "i" icon to see the purchase orders. Click the link to open the purchase order.

This is an easy way to spot any purchase orders that may need to be closed if you add an invoice via scanning or uploading.

To learn more, see:

We've made it easier than ever to see what's new in the product, search our help articles, and contact our support team.
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You'll now see a button to access all things related to support at the bottom right of the screen.

This opens our support tool where you can speak with the team or search/browse our help articles. It also shows you the latest product updates.

When you receive an error message on the WISK Web Portal, you'll now see a "Contact Support" button inside it.

Clicking this button opens up the "Email Us" window and pre-populates the subject. It also attaches details about the error message to help our Development team investigate the issue.
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To learn more, see:

When mapping POS Items, we now show the measurement of your serving sizes when adding the quantity of an ingredient used.
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Previously it just displayed the name of the serving size.

When taking an inventory count on the WISK Web Portal, there is a "Submit all at once" button when you go into an area to count.

This submits everything currently on the list on the left, and is only visible if you haven't counted anything in the area yet.

This now submits different items depending on whether you have "Previous inventory" or "Previous inventory + movements" selected.

To learn more, see:

You can now remove multiple ingredients from a POS Item or Batch at a time. Previously you had to remove them one by one.
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To remove multiple ingredients at once:

To learn more, see:

If your plan includes invoice processing by the WISK team, we've made a few updates to make the upload process more streamlined.

If you send an invoice to your venue's unique email address and no valid attachments are detected (an image or PDF), you'll receive an automated email response.
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In the response it says the subject of the original email. Check that email and make sure you followed the guidelines listed here.
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If you still experience issues emailing an invoice, please contact [email protected].

If you email or upload an invoice that is greater than 5 pages, it's automatically flagged for you to review on the WISK Web Portal and you'll receive an automated email message.
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In most cases an invoice shouldn't be more than 5 pages long. If an invoice is greater than 5 pages it's possible that the file contains multiple invoices.

If you receive this message, follow the link to view the invoice and either:

Note: The invoice won't be reviewed by the WISK Team until you look at it and take either action above. This keeps the team focused on processing.

Our inventory locking update is now live. You can learn more about it from our announcement. You can also learn more here:

If you accidentally scan/upload an invoice to the wrong venue, you can now move it to the correct venue in the WISK Web Portal.

For example, if you have both Food and Beverage accounts for a restaurant and upload 10+ Beverage invoices to the Food account, you can now move them.
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Just click the checkboxes beside the draft invoices and you'll see an option to move them to another venue.
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The draft invoices are archived in the source venue and appear in the selected one.

To learn more, see:

When scanning invoices using the mobile app, we now display the active venue name at the top of the screen. This should reduce any mistakes of accidentally uploading to the wrong account.

If you have added items to the wrong area while taking an inventory count, you can now move those items via the WISK Web Portal.

Just go to the active inventory count, and select the items you want to move and click "Move inventory entries".

You'll then select the destination inventory and area and click "OK".

The selected inventory entries are removed from the current area, and added to the selected one. The entries are added in the same order they appeared.

To learn more, see:

The mobile app no longer supports scanning QR codes. This was removed because it was leading to duplicate items being created in venues.

Some suppliers may put QR codes on their packaging that link to information about the product, but they typically appear in addition to a barcode.

Scanning the QR code wouldn't find a match in the system and prompted you to add a new item instead of calling up the existing item via the barcode.

On most pages of the WISK Web Portal, there are suggested reports / views.

Previously we didn't allow you to make changes to them. If you wanted to change a view you needed to make a copy of it.
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You can now make changes to these views, however they will revert back to the default when you refresh the page.

When you make a change, you'll see the following message appear on the screen:

If you want to make permanent changes to the view, you'll need to make a copy of it.

To learn more, see:

You can now add a single ingredient to multiple POS Items at a time.

Just select the POS Items and you'll see an option appear on the right called "Import Ingredients". In this example we want to add spaghetti noodles to each of these POS Items.

You'll then select the item and the amount, and it gets added to those POS Items.

To learn more, see:

We are excited to announce an update to inventory counts coming soon to the WISK platform. ​

In the last week of March, we'll be introducing the concept of inventory locking.

What does this mean? ​

This means when you submit an inventory count, you have a window to make changes and make sure all your data is in place. The window is 45 days by default, but you can adjust this in your venue settings. ​

Before the inventory is locked, make sure:

These are the same steps to get accurate consumption and sales data to view your variance.

If your data is in place before the end of the window, you can lock an inventory manually.

When locked, you can't edit the inventory or add invoices, depletions, returns etc before the date of that inventory.

Note: In most cases you won't need to unlock an inventory, but Admins in the venue can unlock it if necessary.

When an inventory is locked, none of the sales, consumption or variance data for that inventory period will change. The benefit is that any changes made after the locked inventory won't affect your past data.

For example, if you change an ingredient in a POS Item after locking an inventory, it only applies to sales of that POS Item moving forward. Before this change, any updates to POS Items would apply to all historical data.

Why are you making this change?

This change is one of the biggest in the lifetime of WISK, and is essential to provide you more accurate reports.

We are currently developing new web dashboards to provide insights into your business's performance. Locking your data ensures that it remains consistent, reliable, and can be compared over time.

Previously, WISK had an operational focus, allowing you to modify your data at any time. This flexibility made it easy to fix any issues during an inventory period, but came at the cost of longer term reporting. The main focus was on the present.
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With this change, you will see improved reporting, and still have a window to make sure all information is in place.

This is a positive step for WISK, and we are committed to providing you meaningful and actionable data for your business.

How can I learn more?

More information about this feature, including supporting documentation, will be made available when it is live.

The "Venue Switch" button has moved to the top of the screen.

To learn more, see:

You can now edit the names of your depletion reasons on the WISK Web Portal. To learn more see:

This new view on the Items page provides a quick overview of your stock from the most recent inventory count, your real-time stock based on sales data, and then the total dollar value based on your item costs.

This new reporting view on the Variance page shows a breakdown of how the variance per item is calculated.
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It shows the total sales in units, then walks through how consumption is calculated.
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​Consumption = Beginning inventory + Invoices - Ending Inventory

With clear sales and consumption numbers, it then displays the variance.

Variance = Sales - Consumption

For more information about the reporting views available on the variance page, see:

We have made a few changes to the UI when customizing your web display:

To learn more, see:

We can now receive sales data from RPOWER via a Direct API integration.
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Previously this integration was through a daily sales email import.
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With this new integration, we can retrieve the latest sales data multiple times a day instead of only once.
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If you are currently integrated with RPOWER via the daily sales email, please reach out to [email protected] to see about transitioning your integration.
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To learn more, see:

To help keep track of changes to serving sizes, we have added a timeline tab that is visible when editing.

Reminder: If you change a serving size, the updated measurement applies to all POS Items it is used in.

We've made some updates to our order guides feature that makes it easier to add items to it and see which items you've already added.

This includes a new reporting view called "Order Guides" that is visible on the Items page under the "Items" and "Items (By Variation)" tabs.

You can add items to the guide by clicking the checkbox in the "Order guide item" column.

When placing orders there is another reporting view to show your order guide items, and also a filter to show order guide items by each distributor.

To learn more, see:

On any page on the WISK Web Portal, you can now quick sort data in a column by placing your cursor over the header and clicking the down or up arrow.

This offers a quick way to sort data in existing system views/reports without having to create a new view. In the example below, the sales are sorted by quantity sold from high to low.

You can remove the sorting at any time by clicking the "X" button.
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​Note: If you use the quick sort on a system view, it will stay that way until you refresh the browser. If you use it on a custom view, it will remain until you remove it.

We've added a new table to the Home page that shows all items added to your venue in the last 30 days.

This provides a quick view of any new items including the size, cost and date/time it was added. If any information is incorrect, you can edit the item.

To see more information about the items, click the "Go to items page" button. This shows you the "Recently added" report.

We've also added a new table to the Home page that shows the top selling POS Items for the last 30 days, sorted by total sales.

To see more sales data, click the "Go to sales page" button. This shows you the Most Sold ($) report.

We've added a new option for "Last year" to all Date Range selectors. This is a quick way to view your data from 2023.

Previously when grouping items, you were limited to 5 at a time. This restriction has been removed and you can now group more than 5 items at once.

When switching between venues on the WISK Web Portal, you can now open venues in new browser tabs. To open the selected venue in a new tab you can either:

To learn more, see:

When submitting an inventory count, there is now a "View stock errors" filter available on the Inventory Review screen.
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This shows just your items with stock errors so you can find and review them easily.

To learn more about stock errors, please see:

On the WISK Web Portal, there is now an option to select multiple items and tag them with allergens.
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Previously this could only be done individually.

To learn more, see:

If you have an inventory count in progress, you can now download reports and trigger the email that sends when the inventory is finalized without submitting the count.
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This serves as a way to see a "draft" version of the reports before finalizing them.
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In each report and email, it states this is a draft version due to an ongoing inventory.

To send a report:

We now have a page dedicated to product updates and other news from WISK. You can find it here - news.wisk.ai

You can also access this page and see our latest posts in the support chat / Intercom widget.

We'll continue to maintain this page so you can see all updates in one place.
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For items using the "unit" measurement type, that have a measurement quantity greater than 1, there's now an option to count sub-units. This is available on both the app and WISK Web Portal.

These are normally items purchased in a package, and contain multiple units. Examples of this include:

This allows you to count open packages easily without having to manually convert it to a portion of the full amount. This can also apply to any batches that you create and set as inventory items.

For example, if you have cartons that hold 12 large eggs, you can set the item measurement size to 12 units. This way you can count individual eggs and full cartons. If you've added a case size, you can count those too.

To learn more, see:

We've added a new tab called "Aggregated Reports" on the following pages of the WISK Web Portal:

This summarizes your data on the chosen page at a high level. All you need to do is select the data range, and filter what you want to see.

This can quickly answer questions such as "How much did I spend on this item last year?

In the example below, we're on the Invoices / Returns page and we can see how much was received/spent in the previous quarter across all item families.

Click the drop-down selector to see more options including by:

Click the "..." button in a row to see the breakdown of how the value is calculated:

If working on a draft invoice, you can now select and delete multiple line entries at one time. Previously you had to remove them one by one.
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When you click the checkbox beside a line item, you'll see a "Remove selected lines" button appear.

If you've added contact information to your distributors, their email address and or phone number now display in the main table on the Distributors page.

Previously, you needed to open that specific distributor to see contact information.

When you download a file directly from the WISK Web Portal, it either downloads in the browser, or if you navigate away it is emailed to you.

With the new Download Manager, you can see a history of all requested files, and even download it again if you have lost the file.

To access the Download Manager, place the cursor over your user name and click "Download Manager" from the menu.

This page shows all requested files and other information including:

This is the first version of this page and more updates will be coming shortly.

We've made a few updates to make it easier to track your cost changes:

To learn more, see:

On the "Draft Invoices" page of the WISK Web Portal, the new "Source" column shows how the draft invoice was uploaded to the account. Methods include:

If you have access to many venues and want to quickly manage the email reports you receive, there is now an "Email Reports" tab on the "Account" page.

From this tab you can:

To learn more, please see:

If your POS integration is via direct API, we've added some error messages to notify you if sales have stopped importing into your account:

With API integrations, our system attempts to retrieve your latest sales data at regular intervals.

If there are multiple failed attempts, it may indicate a larger issue, and the integration is temporarily halted until it can be investigated.

When this happens, you'll receive an email notification asking you to contact our Support department. Simply respond to the email and provide any necessary context.

To learn more, see:

Once we've determined the source of the issue, we'll take the appropriate actions to resolve.

If your POS provider uses an authentication token as part of the integration, they can expire from time to time. If this happens, you'll receive an email and prompt on the WISK Web Portal.
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All you need to do is complete the integration again to refresh the token. The POS systems that use this can all be integrated by yourself without any outside assistance.

If you send an order email to a supplier and it doesn't reach its destination, you'll now receive a message about this.
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In the message it includes the reason why it wasn't delivered.
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Some possibilities include:

To learn more, see:

For items and item variations that haven't had an invoice added for them yet, any manual changes to the cost are posted in the item's timeline.