Article Contents
Introduction
Any new items added to your venue are highlighted on your email reports.
You’ll see a dedicated section for new items on each of the following:
Inventory Report
Invoice Email
Daily / Weekly Reports
You can also view the "Recently added" report on the “Items” page of the WISK Web Portal.
It’s a good practice to check your new items to make sure that item data is correct (item measurement, case size, cost, etc.)
Inventory Report
When you complete an inventory count, you’ll see a section in the “Inventory / Consumption Report” email for any new items that were added.
Each item has a link to open it on the WISK Web Portal.
Note: Aside from your first couple inventory counts, you shouldn’t see many items added via inventory. Most new items should be added via invoices.
This is a good way to spot any potential duplicate items that get added by mistake during an inventory count.
Invoice Email
Whenever you add an invoice, on the confirmation email, there’s a table for any new items that were added.
Each new item has a link to open it on the WISK Web Portal.
Daily / Weekly Reports
To make sure any new items aren’t missed, they also appear in a dedicated section of your daily and weekly summary emails.
Note: To modify which reports users in your venue receive, please see:
Items Page - Recently Added Report
To see your recently added items, check the "Recently added" report on the “Items” page of the WISK Web Portal.
Click the current reporting view to expand the list of options
Click the "Recently added" report
Your items now display in the order added to your account, starting with the most recent. You can edit any details as needed by mousing over an item and clicking the pencil icon
Maintaining Accurate Item Data
When an item is added to your venue, it's important to make sure all item details are correct. Common issues include:
the item is a duplicate of an item that already exists
the measurement of the item is incorrect. This often happens with weight or volume-based items that are put as "1 unit" instead of their package size / volume
the item cost applies to the wrong format (for example, the cost per case is put as the cost per unit)
Please see the following resources to keep your item data accurate: