Generating Orders & Adding Invoices/Returns

Distributors

Adding Distributors to your Account

Before you can place or receive orders, you need to create your distributors and assign your items to them

Written by Nick Neale
Updated over a week ago

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

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 over a week ago

Generating a Purchase Order (App)

How to generate an order in the Mobile App

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 Invoices

How to take pictures of an invoice in the mobile app to input later on the WISK Web Portal

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)

Placing an Order to the SAQ Web Portal (Quebec)

How to import your order into the SAQ Web Portal

Written by Nick Neale
Updated over a week ago

Receiving an Order from SAQ Web Portal (Quebec)

How to receive an order from the SAQ Restauration site in the WISK Mobile App

Written by Nick Neale
Updated over a week ago

Automatically Load Your SAQ Web Portal Order (Quebec)

How to set up WISK to automatically receive your orders from the SAQ Web Portal

Written by Nick Neale
Updated over a week ago