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Tracking New / Recently Added Items
Tracking New / Recently Added Items
How to keep track of and review any new items added to your venue
Nick Neale avatar
Written by Nick Neale
Updated over a week ago

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 sort your items by the “Added On” date 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.

An example of items added during an inventory

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.

The New Item table on the invoice confirmation email

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.

An example of the New Items table on the Daily and Weekly Summary emails

Note: To modify which reports users in your venue receive, please see:

Items Page

To see your recently added items on the WISK Web Portal, you can sort the “Items” page by the “Added On” date.

Tip: If you plan to check this often, create a view by clicking “Default”, then “Add view” and follow the instructions below.

The "Default" view button has been clicked and an arrow points to the "Add view" button

To sort by recently added items:

  1. Click the gear icon, then click the checkmark beside the “Added On” column. This displays the date and time an item was added to your venue

    The gear icon is highlighted and an arrow points to the "Added on" column checkbox

  2. Click Sort, then choose “Added On” and sort by descending order

    The sort button has been clicked, and "Added On" has been selected. An arrow points to the descending order sort.

  3. Your most recently added items display at the top of the page. You can edit any details as needed by mousing over the item and clicking the pencil icon

    The items on the "Items" page are sorted by the date and time they were added.

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:

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