If you use Barmetrix to count your alcohol, you can use our integration to transfer the Barmetrix data to your MarginEdge account! Just submit a request to enable Barmetrix and you can then import your inventory data into MarginEdge.
Any user with access to take inventory in MarginEdge system will be able to use this feature in MarginEdge.
How do I link my Barmetrix to my Marginedge account?
Step 1- You must first send a request to help@marginedge.com for the Barmetrix integration to be enabled. It must be enabled in each unit, so please include the full list of units in your email.
You'll see it is ready when the "Barmetrix" button is checked inside Setup > Integrations > Inventory.
Step 2- Ensure you have a Count Sheet created for your Barmetrix inventories. Tips for creating a Count Sheet are here. It's usually helpful to name it as "Barmetrix".
Step 3- Go to Inventory > Inventories and click on "Barmetrix Download" so you can download the appropriate Count Sheet from MarginEdge. You will then need to use this to work with your Barmetrix manager to map our products in the Barmetrix system.
Step 4-Once the Barmetrix team have completed that mappings in Barmetrix, you can then have all the alcohol counted as normal through Barmetrix. You will then need to export the completed inventory as a CSV file. Save it on your harddrive so you can find it in the next step.
Step 5- Now you need to upload this exported inventory from Barmetrix into MarginEdge. Go to Inventory > Inventories and click on "Barmatrix Upload". Then choose the file you want to use from the pop up window. This file must be in the same CSV format - with the same column structure - as the CSV count sheet you already downloaded, but should now have values in the "Quantity" column!
When you click to upload, you will then be taken to an inventory edit page where the quantities are pre-populated with your Barmetrix data. You can choose the inventory date and edit any counts as needed. Be sure to save the inventory when you're done!
Step 6- Once the inventory has been uploaded, you now have an inventory that looks like any other in our system and it will populate through your reports.