WISK.ai

Nick Neale

How to generate orders and add invoices/returns in WISK.

Generating Orders & Adding Invoices/Returns

Before you can place orders or add invoices, you must create your distributors and assign them to your items

Adding Distributors to your Venue

If you already have a list of your distributors, you can import them into your venue using our template

Importing Distributors into your Venue

How to create item variations for items that can be ordered from more than one supplier / distributor

Items with Multiple Distributors

Distributors

How to place an order to your distributors in WISK through the Web Portal

Generating a Purchase Order (Web)

How to generate an order in the Mobile App

Generating a Purchase Order (App)

Create a new purchase order or invoice from an existing one already in your venue

Cloning a Purchase Order / Invoice

How to generate purchase orders for distributors automatically after an inventory.

Automatic Purchase Orders

Add items / item variations to your order guide to generate orders quickly and make sure your team is ordering the correct items

Order Guide Items

Generating Orders

How to use the mobile app to add an invoice for an order you generated in WISK.

Adding an Invoice From a Purchase Order (App)

How to add an invoice from a purchase order on the WISK Web Portal

Adding an Invoice From a Purchase Order (Web)

How to add an invoice if you didn't generate a purchase order for it in WISK

Adding a Manual Invoice (App)

How to add an invoice on the WISK Web Portal if you didn't generate a purchase order for it

Adding a Manual Invoice (Web)

How to scan an invoice in the mobile app, or upload an invoice on the web to auto-populate a draft invoice for review

Scanning / Uploading Invoices

How to split or merge invoice PDFs after being uploaded

Splitting/Merging Invoice PDFs

How to convert draft invoices of scanned / uploaded / imported invoices so they're added to your venue's data

Reviewing & Converting a Draft Invoice

How to add Delivery Fees, Taxes, Deposits, Keg Returns and more to an invoice

Adding Charges or Credits to an Invoice

Adding Invoices / Receiving Orders

Returning Items to a Distributor

How to edit these actions to ensure the accuracy of your data

Editing an Invoice, Return, Depletion or Transfer

How to remove any of these stock affecting actions from your venue

How to Delete / Archive an Invoice, Return, Depletion or Transfer

Editing & Archiving Invoices / Returns

How to export your purchase order from WISK into the SAQ Web Portal

Exporting your Purchase Order into the SAQ Web Portal (Quebec)

How to import an invoice from the SAQ Restauration site into your WISK account

Importing an Invoice/Order from the SAQ Web Portal

How to add import fees for venues based in Quebec

SAQ Wine Import Fees - Quebec

SAQ Ordering & Receiving (Quebec Clients)

How to import an invoice from the LCBO Web Store into your WISK account

Importing an Invoice/Order from the LCBO Web Store

LCBO Ordering and Receiving (Ontario Clients)

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