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.
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
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.
To sort by recently added items:
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
Click Sort, then choose “Added On” and sort by descending order
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
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: