Generating Orders & Adding Invoices/Returns

Distributors

Adding Distributors to your Venue

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

Written by Nick Neale
Updated this week

Importing Distributors into your Venue

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

Written by Nick Neale
Updated over a week ago

Items with Multiple Distributors

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

Written by Nick Neale
Updated over a week ago

Generating Orders

Generating a Purchase Order (Web)

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

Written by Nick Neale
Updated this week

Generating a Purchase Order (App)

How to generate an order in the Mobile App

Written by Nick Neale
Updated this week

Cloning a Purchase Order / Invoice

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

Written by Nick Neale
Updated over a week ago

Adding Invoices / Receiving Orders

Adding an Invoice From a Purchase Order (App)

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

Written by Nick Neale
Updated over a week ago

Adding an Invoice From a Purchase Order (Web)

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

Written by Nick Neale
Updated over a week ago

Adding a Manual Invoice (App)

How to add an invoice if you did not generate a purchase order for it in WISK

Written by Nick Neale
Updated over a week ago

Adding a Manual Invoice (Web)

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

Written by Nick Neale
Updated over a week ago

Adding Charges or Credits to an Invoice

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

Written by Nick Neale
Updated over a week ago

Scanning / Uploading Invoices

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

Written by Nick Neale
Updated over a week ago

Reviewing & Converting a Draft Invoice

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

Written by Nick Neale
Updated over a week ago

Returning Items to a Distributor

How to return stock to a distributor

Written by Nick Neale
Updated over a week ago

Editing & Archiving Invoices / Returns

Editing an Invoice, Return, Depletion or Transfer

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

Written by Nick Neale
Updated over a week ago

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

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

Written by Nick Neale
Updated over a week ago

SAQ Ordering & Receiving (Quebec Clients)

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

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

Written by Nick Neale
Updated over a week ago

Importing an Invoice/Order from the SAQ Web Portal

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

Written by Nick Neale
Updated over a week ago

LCBO Ordering and Receiving (Ontario Clients)

Emailing Orders to the LCBO

How to place an order to the LCBO by email using the required template

Written by Nick Neale
Updated over a week ago

Importing an Invoice/Order from the LCBO Web Store

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

Written by Nick Neale
Updated over a week ago