OK, you’re ready to start tracking theoretical versus actual costs in MarginEdge (ME) – awesome. So, how do you get started? First step - doing PMIX Mapping for any products you want to track or any recipes that contain ingredients you’d like to track.
(Note: if you are just starting with Theoretical Usage reporting and haven't seen it already, you might want to check out Getting Started with Theoretical Usage Reporting)
OK, so what is PMIX Mapping?
PMIX Mapping is the process of associating your POS buttons with products or recipes in MarginEdge. When will you connect a POS button to a product you buy versus a recipe?
PMIX Mapping to Products:
This is done when items you ring-up in the POS correspond to the products you purchase. This is common for beer, wine, and often liquor. For example, you may have a POS button labeled “Sam Adams Lager Btl”, and in ME you would associate that with the product “Sam Adams Lager Btl”.
PMIX Mapping to Recipes:
This is done for your menu items or any items you ring-up that are made of multiple products (ingredients). For example, you may have a POS button labeled “Salmon Dinner”, and in ME you would first create a recipe for “Salmon Dinner” and then associate the POS button to the recipe of the same name.
(Note: in the example above, you can create the complete recipe for “Salmon Dinner”, with all the ingredients and all the prep recipes that go into it, OR you can create the recipe with just one ingredient – Salmon – and if that’s your only plate that uses Salmon, you can begin immediately tracking your Salmon theoretical v actual usage!)
Starting PMIX Mapping
The PMIX Mapping screen is found by clicking Accounting > PMIX Mapping from within the MarginEdge main menu. On your first visit to this screen, it will look something like the below, with labels shown in the Major column and numbers in the Quantity and Sold columns:
Setup Category Types
Before you start mapping of POS buttons to products and recipes, you must first setup Category Types (Food, Beer, Wine, Liquor, NA Bev, Retail & Other) for all PMIX Product Groups coming in from the POS.
To do this click on the PMIX Setup button. On the PMIX Setup page, for each line, double-click the field in the Category Type column and select the correct category. Be sure to use the “Save Changes” button when finished.
Buttons on the PMIX Mapping Screen
Along the top of the PMIX Mapping page are the following additional buttons:
Once you have associated your POS categories to MarginEdge Categories (Beer, Wine, Liquor, Food, NA Bev, Retail Other), you can change the view on this page to only a selected category.
View Sold or All Items:
By default, this screen displays only POS items that were sold in the date range selected. Depending on your POS system, by clicking “View All”, you may be able to view all items from the POS regardless of whether there were sales in the date range selected. Some POS systems do not provide this.
This will default to the current period. However, During PMIX Mapping, we suggest changing this. To ensure you are seeing as many POS buttons as possible in the detail below, you should widen the date range to many months or even a full year to ensure you are seeing even those items that sell very infrequently.
This is used at the beginning of PMIX Mapping to associate your POS categories to MarginEdge Categories (Beer, Wine, Liquor, Food, NA Bev, Retail Other). For more detail, see the above section - Setup Category Types.
Save any mapping changes you have made on this page.
This will let you export PMIX mapping details to either CSV or PDF.
Understanding the Data Grid Displayed
In the main grid, you will be doing the “mapping”, selecting a product or recipe for each POS item for which you have sales. These are selected by double-clicking in the fields in the "Product/Recipe" column. The other field that is editable is the “Scale” field. That and all other fields are described in detail below:
Major / Minor / Items
Information on the left side of the screen coming straight from your POS. By default, the screen shows Major categories, but these can be expanded by clicking the “+” symbols so you can see the Minor categories (if they exist in your POS) and the individual items from the POS. The items each correspond to a selection/button in your POS. Click the “+” next to the word “Major” to expand all sections at once.
Important Note: By default, this page shows only POS items that sold in the data range selected. To ensure you are seeing as many POS buttons as possible, widen the date range to many months or even a full year to ensure you are seeing even those items that sell very infrequently.
Quantity / Sold
The quantity and dollar amount representing how much of that POS line item was sold during the period chosen with the date selector at the top of the page.
Used to select a Product or a Recipe to connect ("map") to a POS line item.
This is the reporting/inventory unit associated with the product or recipe in MarginEdge. This cannot be edited from this page. Changes can be made by editing the Product or Recipe.
The dollar amount of purchases associated with the Product chosen. When a Recipe is selected, no dollar amount will be shown for Purchases.
Used when the POS item is a fraction of the quantity purchased of a product. Common example: kegs of beer. The POS item may be “Stella Artois 12oz Draft”, but the product to be mapped is “Stella Artois Keg 1/2BBL”. The scale will be the 12oz as a fraction of that keg size. A chart of common scales used for beer, wine and liquor can be found here
Below is an example of how the PMIX Mapping screen looks after some products (in this case kegs of beer) have been mapped. In this example, the user selected the products "Flying Dog Seasonal Draft" and "Forge Draft" and entered the scale for each. The unit shown is based on the product settings and the purchased amounts are based on the actual purchases for each product in the date range shown.
Once you've completed some PMIX Mapping, you are ready to see your Theoretical Usage reporting. For more info, check out How do I see my Theoretical Usage.