We have reworked the flow for uploading invoices directly on web.wisk.ai.
​
When you now select your files to upload, it shows a preview of each file's contents. You can drag to re-arrange the page order, merge files together, or even split one large file into separate files/invoices.

Note: After setting up the invoices, you must select the supplier for each before you can submit them.

This change ensures that when you upload your invoices, they'll be in an acceptable state for our character recognition software, and our team to process them.

To learn more about these changes to uploading invoices on the WISK Web Portal, please see:

It's now possible for you to copy Items, Batches, and POS Item mapping from one venue to another if you have Admin access to all affected venues.

When you copy Batches or POS Items, if any of the ingredients mapped to them don't already exist in the destination venue, they are created as well.

On the Items page, click the checkbox beside each item you want to copy then click the "Copy to venues" drop-down and select a venue. If you want to copy every item click the checkbox at the top left of the table to select all.

After confirming you want to perform this operation, the items are copied to the selected venue. All information tied to these items is copied over, including the latest cost, distributors, and families and categories, and you can make changes if needed.

On the Batches page, click the checkbox beside each batch you want to copy then click the "Copy to venues" drop-down and select a venue. If you want to copy every batch click the checkbox at the top left of the table to select all.

After confirming you want to perform this operation, the batch is copied to the selected venue. If the batch contains items that don't exist in the selected venue, they are also created.

Copying POS Item mapping is the most complicated because it behaves differently depending on the data in the source destination.

When you copy POS Item mapping, it copies everything that appears in those items, including serving sizes, batches, and items.

In this example, we have a new venue that has imported sales data and the items are unmapped.

Our other venue has the same POS Items and they are already mapped. In the venue with the mapped POS Items, on the POS Items page, click the checkbox beside each POS Item you want to copy then click the "Copy to venues" drop-down and select a venue.

After confirming you want to perform this operation, the POS Items are copied to the selected venue. As mentioned above, any batches, serving sizes, or items that didn't already exist in the venue are created.

For more information on this feature, we'll have a full article on copying coming soon.

In an earlier update, we introduced email notifications to inform you when an uploaded invoice can't be processed due to missing information or a poor quality image.

At that time you could only re-upload the invoice by going to the WISK Web Portal.

Now you can use the mobile app to go to the invoice and replace the image.

To re-upload an invoice image:

For more information on how to scan the invoice, see:

When you create a custom field on the WISK Web Portal, you now need to toggle the column on to start using it.

After creating a custom field on a page, click the "gear" icon (1) on the top left. If you are using a pre-set view, you'll be prompted to create a copy of the current view so you can make changes.

Select "Columns" (2) , and then scroll down to find the custom field and click the checkbox (3) . It now appears in the table/grid and you can add data.

To learn more about creating custom fields, please see:

If you have created custom fields for items, they are now viewable when you tap an item on the "Items" page of the iOS app.
​
In this example, we have added custom fields for "Bin Number" and "Vintage". To view these properties for an item:

Previously you had to go into "Edit Item" to view the custom fields.

Previously, when on the Variance page, if you had an item that wasn't counted in either the starting or ending inventory (it could have been missed by accident), there was no way to add a count from this screen.

If you know what the count is supposed to be, you can now add it here:

Now when adding charges and credits on draft invoices, it displays the type when selecting from the drop-down, and is labelled when added to the invoice.

When updating any information on web.wisk.ai, the "Changes Saved" message now appears on the bottom centre instead of the bottom right.

Previously when you completed an inventory count, you'd be sent a report via email that captured all item costs and your total inventory value for that moment in time.

In the days/weeks after the inventory, you'd add invoices and your item costs may change. When viewing the previously completed inventory on the WISK Web Portal, the inventory value would update based on those latest costs. This made it difficult to compare to the initial emailed inventory report.

To solve this, we've implemented historical item costing. This means that when you complete an inventory count, item costs are based on their value at the inventory start time.

For example, you take an inventory on Sept 1st with a total value of $10,000. As you add more invoices for the week after the count, the total value of the inventory won't change if any item costs changed.

When you view a completed inventory on the WISK Web Portal, you'll see two new columns:

In the image above, the item "Bottle Sample 1" is currently $36, but at the time of the inventory count it was $33. The $33 is used to calculate the value of the inventory (10 units, for a total of $330).

Note: The only way the "Inventory cost per unit" would change is if after the inventory, an invoice is added and backdated to a time before the inventory count.

Custom roles can now be edited on the "Roles" tab in Venue Settings. For any custom role you've created, you can change the name or archive it.

Note: You can only archive roles that aren't currently assigned to a user. If you try to archive a role that's in use, you'll need to assign new roles to all affected users.

To learn more about custom roles, see:

If you upload / scan a draft invoice that can't be processed by the WISK Team, you'll now receive an email notification.

Note: This email is only sent to the user who uploaded /scanned the flagged invoice.
​
In the email it says the reason why it can't be processed, and includes a link to the invoice.

The current reasons are:

To resolve the issue, please go to the invoice and click the "Details" button to open it.

Click the "Reupload invoice" button and reupload a fixed version of the file.

After reuploading the invoice, the status returns to "Ready for Review" and our team will process it if able.

Note: At this time you can only reupload invoices on the WISK Web Portal, but we'll soon support reuploading in the iOS app.

The CK10A model of the Arboleaf scale is now supported in the WISK iOS app. The Arboleaf scale comes in 3 colors. While listed as the same product on Amazon, the colors had different model numbers:

Previously, the WISK iOS app only worked with the CK10G. We have updated the app to support all models moving forward.

For more about supported scales, see:

We've made a few small improvements to the UI of the draft invoices page.

We have updated our integration with Square. If you had previously integrated your WISK account with Square, you'll need to complete the process again to continue receiving sales data.
​
To learn more, see:

If you upload an invoice to your account to be processed by our team, each PDF must contain only one invoice.

If the PDF contains more than one invoice, there's now a tool on the WISK Web Portal to split the PDF into separate files for each invoice.

On any uploaded invoice with multiple pages, you'll see an option under the Actions menu to "Split PDF into multiple invoices"

Clicking this options opens a tool where you can split the pages and group them together into multiple invoices. When finished, these are re-uploaded to be processed.

To learn more, please see:

Custom fields are now available on purchase orders. This allows you to add notes or directions for internal use.

You can add fields as needed by opening a purchase order and clicking "Add custom field" at the bottom of the window.

When you add a field type, it appears as an option on all purchase orders in the "Custom Fields" section.

Some examples of uses for purchase order custom fields include:

To learn more about custom fields, see:

If you change the case size of an item on the WISK Web Portal, you'll now receive a confirmation message explaining what will happen.

You can then choose to change the case size, or create a new item variation with that case size.

Note: If you change the case size, it only applies moving forward. All past inventories and invoices where a case was counted or received with the previous size will remain unchanged. If you need those to have the new case size, you'll have to remove and re-add the item to the respective inventory / invoice

To learn more, please see:

When selecting date ranges on the WISK Web Portal, we've added the following options:

When taking an inventory count in the mobile app or web, we've added an option to submit an item count as 0.
​
Users that use the previous list when counting wanted a way to keep an item's spot in the list if it was temporarily out of stock in an area.

When an item is counted as 0, it appears in the same spot in the previous list during the next inventory count.

To learn more, see:

For venues that have a lot of users and want to limit who can create / edit items, we've added two new default roles to venues:

Users with these roles are unable to create, edit, or archive items.

To learn more, see:

We have renamed "Views" on the WISK Web Portal to "Reports". You'll now see "Suggested Reports" provided by WISK that can't be edited. Before this, you were able to make changes to them.

To customize your display, you can create a copy of an existing report, or add new ones. These appear under "Your Reports".

By having these separate, you'll have complete control over your reports, and our team will be able to provide curated reports for each page.

To learn more about customizing reporting views, please see:

If adding a manual invoice, or invoice from a purchase order in the mobile app, we've updated the camera to be a document scanner.

This will result in higher quality photos for your records.

To learn more, see:

On the following pages we've added a Movements Analytics tab:

This was previously a standalone page that would show a summary of all actions taken in WISK, including the details of each line item. You could use this page to create a number of custom reports using your data.

By having it as a tab on the pages above, the data is filtered to only show those actions, allowing you to create more detailed reports.

To learn more about movement analytics, see:

Our QuickBooks Online integration now supports the use of classes. To learn more, see:

WISK can now integrate with your US Foods account to automatically import invoices into your account. To learn more, see:

If you find yourself in a situation where your full inventory count is spread across two separate inventories by mistake, you can copy entries from one to the other.

To learn more, see:

For multi-venue setups that have Shared Items, but not Shared POS Items, you can now copy batches from one venue to another.

This allows you to create batches in one venue, and populate them to the rest without having to manually set them up in each venue. When copying, you can choose specific batches, or select all of them.

To learn more about this new feature, see:

You can now add cost alerts to specific items and item variations. When that item goes above the set alert level, all users set to receive the notification are emailed.

To learn more, see:

When adding cost alerts for your POS Items, there's now an option to set an alert threshold that's the current cost percentage + a set amount.
​
This allows you to set alerts for multiple items at once, relative to the current cost percentage. For example, you can add an alert that triggers if the current cost increases by 5%.

When selecting multiple POS Items on the POS Items page, you'll see the "Relative Cost Alert" field.

Just enter a value and confirm, and the cost alerts apply to the selected POS Items.

To learn more, see:

For venues with access to the "Venue Transfers" feature, it's now possible to add a venue transfer request on behalf of a requesting venue. This serves as a backup in the event the requesting venue isn't able to submit their order.

On the "Venue Transfers" page, you'll now see the "New venue transfer" button. Click this to select a venue, add the requested items, and put the request into preparation.

For more information, see:

WISK now supports exporting invoice data to .IIF files for importing into QuickBooks Desktop.

This feature is only available for venues with the accounting add-on. To learn more, see:

WISK now integrates with Fudo POS. For more information, see:

This month the team made a number of improvements to optimize performance on the draft invoices page and taking inventory counts. In addition, the team worked on the following notable fixes / features:

When taking an inventory count, if you swiped an item to the left on the previous list to hide it, the item would re-appear if you toggled on the barcode scanner or exited the area.
​
Hidden items remain that way for the rest of the inventory unless you restore them.

To restore a hidden item, you can toggle on "View hidden items" and swipe an item to the left and tap "Show".

Have an idea for a new feature, or feedback / suggestions on how to improve WISK?

We've recently launched feedback.wisk.ai where you can share your thoughts, and vote on other user submissions.

You can click the link above, or the new "Feedback" button on the top right of the WISK Web Portal.

Based on the amount of votes and what's trending, our team will do our best to implement features / changes that are in demand.

Each submission has a status so you can see when it's being worked on and released on the platform.

Note: For any other issues, questions or bug reporting, please continue to contact [email protected] or reach out in the cat.

In addition to refinements for POS and supplier integrations, and various bug fixes, the team worked on the following:

To improve the loading speed of draft invoices, all line items except the first unrecognized item appear in a collapsed state. Just click a line item to expand it, and the invoice image highlights where the information was pulled from.

We've replaced the "Actions" menu with the "Search/Add" button. You can use this to create new items or new item variations, or search the WISK database for an item.

To learn more about these changes, please see:

We've added a number of ways to notify you about new items being added to your venue(s). For more information, see:

In addition to various bug fixes and performance improvements, the team delivered the following updates.

WISK now integrates with the Lightspeed K-Series POS. For more information, see:

The Inventory and Variance PDFs have been updated to look more like the WISK Web Portal.

Before

After

In January, the team worked on bug fixes, UI improvements, and continued the project to improve the speed of the platform.

When you mouse over the stock of an item on the Items page, you can now click the arrow button to open up a window that shows all invoices, inventories, and more.
​
This allows you to quickly edit entries for the item if needed, instead of navigating to the respective page.

On most pages in the WISK Web Portal, you can now download what is currently displaying in the table to a PDF. Customize your columns, sort, filter, or group your data and just click the PDF icon to download.

If you have any feedback about the PDF's appearance, please let us know.

To learn more, see:

When adding discounts on invoices, you can now enter a % value in the discount field. You'll now see a selector to choose a % or a dollar amount per unit / case.

When a draft invoice is converted, users now receive an email with the invoice details.

At this time, all venues are now on the new database infrastructure. Venues with large amounts of data should see increased speeds on the WISK Web Portal. We'll continue to monitor system performance, and improve loading speeds where possible.

As always, if you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

In December, the team worked on various bug fixes, minor UI updates and performance improvements for several POS integrations.

When processing draft invoices, there is now a "Save" button for each line item. After adding information or editing a field, you must click "Save" to commit the changes.

After clicking "Save", the subtotal and total recalculates.

There was an issue that sometimes caused the WISK app to display a negative weight when an item was placed on this scale. Our team has fixed the issue and it should no longer occur.
​
If you encounter an issue with any supported Bluetooth scale, please contact [email protected].

Based on feedback we've received from the venues on the new database, we're moving forward with migrating more venues.

The expectation is to have all existing venues on the new database by the end of Q1.

The change will be behind the scenes, and won't affect your data. Once migrated, you should experience faster load times when using the WISK Web Portal.

As always, if you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

November brought assorted bug fixes and POS integration refinements along with the following updates.

On Dec 23, 2022, we'll be releasing an update to the iOS app and it'll no longer function on iOS 12.
​

After that date, WISK will only be supported on iOS 13 or higher.
​
If your device supports iOS 13 or higher, we recommend updating the OS before then.
​
If your device isn't compatible with iOS 13, you'll need to upgrade your hardware.
​
Please see here for a full list of iOS 13 supported devices.
​
Our Supported Hardware page also has recommendations for new devices.

We've added a new scale that is compatible with the WISK app. To learn more, see:

Based on user feedback, we've modified the POS Item ingredient copy function to make it clearer. When you search for a POS Item to copy ingredients from, we show the number of ingredients mapped to it.

After selecting the item, it shows exactly what'll be copied into the item.

To learn more, see:

Select venues are now on the new database. Based on feedback and performance data we've collected, we're continuing to make adjustments to improve the speed of the platform.

When ready to deploy to all venues, we'll perform a staggered rollout in Q1 of 2023.

As always, if you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

This month the team worked on various bug fixes and performance improvements for several POS integrations.

For users with a Toast POS Integration, you can now choose to import your modifiers as separate POS Items. To learn more, see:

Our work to improve the performance of the platform continued this month. We have completed most of the prep-work to begin migrating databases.

We'll begin with a select group of venues for testing before rolling out to all venues.

As always, if you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

For processing draft invoices, we've added a few quality of life improvements to help speed up the process.

Highlighted Items

When you place your cursor over the invoice on the left-hand side, it highlights areas where the character recognition software pulled information.

Click the highlighted section of the invoice to see the corresponding line on the draft invoice:

Cursor Type Toggle

When viewing the invoice on the left-hand side, you can choose between two different cursors:

If you complete an independent inventory and don't receive an email with your report, you can now re-send the email from the WISK Web Portal.

While improving the performance of the platform is always a work in progress, we are nearing the end of our latest push.

In the coming weeks, we'll be migrating databases. The new database will provide faster load times for venues with large numbers of items.

As always, if you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

Our team has been hard at work to optimize performance on the platform. We've made improvements this month, and the project is still in progress.

Venues with a large number of items and POS Items should experience faster loading times on the WISK Web Portal, and there should be fewer delays during peak activity periods.

If you experience any issues with the speed of the platform, or information updating, please contact us at [email protected], or reach out in the chat.

As you may have seen, we've rolled out some changes to the interface of web.wisk.ai. We've updated the fonts, colors, and buttons on a number of pages.

We've also improved the layout of the Draft Invoices screen.

Before

After

This month we refined our POS and Accounting integrations to increase their reliability.

We're also aware of performance issues during peak activity periods on the platform. Performance is our #1 priority, and we're upgrading our infrastructure to fix slowdowns.

We'll provide more information in a later update.

If you have any questions, or concerns, please contact us at [email protected].

Feature Category: Ordering

Plan: Essentials and higher

If you place orders of a specific group of items regularly, or have preferred item variations/purchase formats that you want to order, you can add them to your venue’s Order Guide to speed up the process.

On each item / item variation, there is now an "Order guide item" checkbox you can select.

When you add items to your order guide, you can filter the “Prepare Orders” page to only show "Order guide items". You can then add those items to your cart.

To learn more, see:

Feature Category: Accounting Integrations

Plan: Professional and higher

If using the Quickbooks accounting integration, you can now create GL accounts in WISK that can be mapped to more than one account in Quickbooks.

For example, if you purchase an item that is used in both food items and alcoholic drinks.

To learn more, see:

Feature Category: Items

Plan: All

On the "Items" page of the WISK Web Portal, there is now a tab to view an item and all of its variations in the table.

Previously, you had to click into the default item variation to see all other variations.

The following POS integrations have been added:

See here for our full list of supported POS integrations.

Feature Category: Accounting Integration

Plan: Professional and higher

As part of the Accounting Integration package, you can now create taxes, set the rate, and assign them to items on invoices. This allows you to track the amount of taxes you’ve paid on any purchases/product coming into your venue.

Depending on the supplier, the prices on their invoices may be tax inclusive or tax exclusive. By setting the tax rates and indicating how the tax is presented, you'll get the true item cost for reporting purposes.

Note: If your plan includes the accounting integration, you may need to contact our Support team to enable taxes in your account.

To learn more, see: