Adding Multiple Count-Bys on Products

MarginEdge allows you to add multiple count-bys on your food and beverage products so that when you take inventory, you can easily count your products using different units. For alcohol, this means you can have one single Product and then set it up so you can either count a 750 mL or 1 L bottle. 

 

How do I add a new count-by?

Video Overview

Count-bys on products are added from the Edit Products screen.

  1. To add a new count-by, go to Products > Products > select a product > Edit Product.

  2. From the Edit Product screen, you’ll see a new section called Units Counted on Inventory. By default, you should see your primary Count-By (now called Report-By). Screen_Shot_2021-12-20_at_4.01.10_PM.png

  3. To add another unit, click the Add Inventory Units button and you should see a box pop up. Screen_Shot_2021-12-20_at_4.01.46_PM.png

  4. From this box, you can specify how else you would like to count this product. Currently, you can only add another count-by using the same unit of measure family as your primary count-by. So for example, if you count your product by the pound, you will be able to select other weight count-bys. If you count by the fluid oz, you’ll be able to count by other volume count-bys.

  5. From the same modal, you can also specify a nickname for your count-by. For example, if you count chicken by the 10 pounds, you can add a nickname “Case” to see on inventory.

  6. Once you’ve specified your additional count-by, click the Add Unit button.

  7. Once you are done adding your count-bys, click the Save button.

  8. Once saved, your new count-bys will appear on your count sheets.

NOTE: If you have multiple restaurants that share the same product list, they will also get the new count-by.

 

Taking Inventory

Taking inventory works similar to how it does today, with the exception of now being able to have multiple count-bys on a product. Here is an example of what an active count sheet looks like with multiple count-bys:

Screen_Shot_2021-12-20_at_2.29.30_PM.png

How will this look on your reports?

Once you close your inventory, we roll up all your counts into your primary “Report-By” unit. Your Report-By is the same as the count-by you have set up on your product today.

To demonstrate, take the following count sheet that has 5 counts of chicken counted by the pound and another 5 counts of 10 pound Cases of chicken.

Screen_Shot_2021-12-20_at_3.53.24_PM.png

 

When you close your inventory, MarginEdge will automatically calculate how much product you have using the primary “Report-By” unit. In this example, the primary Report-By is “Pound”, which means this client will see 55 pounds of chicken on their reports.

Screen_Shot_2021-12-20_at_3.54.22_PM.png
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