Adding Multiple Count-Bys on Products

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?

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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