MarginEdge allows you to add multiple count-bys on your food products so that when you take inventory, you can easily count your products using different units.
How do I add a new count-by?
Count-bys on products are added from the Edit Products screen.
To add a new count-by, go to Products > Products > select a product > Edit Product.
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).
To add another unit, click the Add Inventory Units button and you should see a box pop up.
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.
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.
Once you’ve specified your additional count-by, click the Add Unit button.
Once you are done adding your count-bys, click the Save button.
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 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:
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.
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.