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WISK Restaurant - Item Upload Template

Instead of uploading your invoices to build your item database, you can use our spreadsheet template

Nick Neale avatar
Written by Nick Neale
Updated this week

Article Contents

Introduction

If you don't want to scan/upload your invoices to build your item database, you can use our spreadsheet template to upload items to your venue.

If you already have an inventory/item sheet for the items in your venue, you can paste the relevant data into the template.

Item Upload Template

Using our template, you can upload your inventory items and enter their measurement size, cost, par level, distributors and more.

Downloading the Template

To download the template from the WISK Web Portal:

  1. Click "Items" then "Items on the left menu bar

    The Items button is highlighted for emphasis.

  2. Click the "Import Items from Excel file" link

    Note: This link is visible if your venue has fewer than 25 items. After that, you can find the import button under the "Actions" menu on the top right corner

    The "Actions" menu has been clicked and an arrow points to "Import Items from Excel file".

  3. Click "Download template" on the pop-up window that appears

    The "Download template" button is highlighted for emphasis.

Filling out the Template

Use the template to add inventory items that you purchase from distributors/suppliers.

Any inventory items that are prepared in house will be added later using the Batches feature.

A few example items are included in the template to demonstrate how to fill it out.

Required Fields

To add an item, fill in the 3 required fields in an empty row:

  • Item Name

  • Quantity (the size of the item based on its unit of measurement)

  • Unit of Measurement

For more information on the available units of measurement, please see:

At a minimum, this is all you need to upload a list of your items, however you can fill out additional fields if you have the information available (adding the costs and distributors now keeps you from having to enter them in a later step).

Family & Category

While not required, you can select the Family and Category of an item from a drop-down list of options in the template, or you can enter your own by typing or pasting into the fields.

If you leave either field blank for an item, it defaults to "Unknown" when you upload the template. You can change the Family or Category at any time on the "Items" page in the WISK Web Portal or mobile app.

If you select a Category and leave the Family field blank, it’ll automatically assign a Family to the item based on the selected Category after the file is uploaded.

Note: You can customize your families and categories and don't have to use the defaults. When you upload the template, any new Families & Categories will appear in your venue.

You can also go to the "Data" tab on the template to change the options in the drop-down list.

Additional Columns

These columns aren't required to upload and create new items, but filling them out can save time since they will be uploaded and updated in a batch.

For descriptions of each column, please see the template.

  • WISK Item ID (leave this blank)

  • Alias (The name by which the Quantity + Unit of Measurement will be displayed on the UI. For example, can, pack, bottle, etc.)

  • Pack/Case Size

  • Cost

  • Cost UoM (If left blank, it will default to "unit")

  • Distributor

  • SKU (Distributor Code)

  • Order Format

  • Par Level

  • Barcodes

  • Full Weight (grams)

  • Empty Weight (grams)

  • Image URL

  • External ID

Note: If you’re using custom fields, they will also appear in the template:

Uploading the Template

How to Upload

  1. After filling out the template, click “Browse” and select the file

  2. Click “Upload”

    The "Upload" button on the "Upload Items" screen is highlighted to be clicked.

    Note: There is a checkbox titled "Only match based on IDs". In most cases you won't need to use this. Check out this section to learn more.

  3. The new and/or updated items appear in your list of items with the data you have populated in the template

    The items that were uploaded in the file now appear in the list of items for the venue.

    Note: If you're importing a large number of items, it may take some time for the process to complete

Upload Troubleshooting

When uploading the template you may encounter error messages about data in the spreadsheet.

This is because there are checks in place during the upload to prevent the creation of duplicate items. This mostly applies if your spreadsheet contains a mix of existing and new items.

When uploading your sheet, the following could happen:

  1. If two line items have the same distributor and distributor code, these are flagged as potential duplicates and the upload does not complete. You will either need to remove the duplicate or change the distributor details

  2. If you add a new item via the sheet (it doesn't have a WISK ID), it will check for any other items that have the same name and measurement, or shares the same barcode. It will then update the existing item instead of creating a new one.

If these items are not duplicates, you can force their creation by checking the "Only Match Based on IDs" box.

Only Match Based on IDs

If this option is toggled on, it ignores the duplicate protection rules. It will only apply changes to items with the same WISK ID.


If it doesn't find any item with the same WISK ID, it will create a new one. This prevents instances where it blocks you from having two items with the same distributor and distributor code. Or if you're creating a new item with the same title as an existing one, it will create the new item instead of applying any changes in data to the existing one.

Note: In most cases you won't likely need to use this feature.

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