Restricting Recipes to specified Restaurant Units – MarginEdge

If you have more than one restaurant with MarginEdge, then you most likely have a shared "Concept" and "Company" between your restaurants, and thus will have a shared database of Products and Recipes. So by default, a recipe you create will be shared across all units in your Company.

If you wish to restrict a recipe so that it is only viewable at some of your restaurant units, you can follow the instructions below to do so.

PROTIP: This is helpful to think about as you are creating your recipes so that it's set up correctly from the beginning.

Take note of how Prep recipes interact with Menu recipes. When restricting Prep recipes, we recommend you always start by restricting the Menu recipes FIRST. Work backwards from there, meaning find all menu recipes you want to restrict and then go through and restrict the associated Prep recipes. Otherwise you may end up with conflicting permissions and not get the desired results.

If you have a Prep recipe that is used in different recipes, some of which you may not want to restrict, you may end up needing to make a copy of the Prep recipe so that you can achieve the different restriction levels.

Troubleshooting help is at the end.

1. Find the recipe you want by clicking into the appropriate navigation section.

2. Find and click on the recipe, and then click "Edit Recipe"

3. In the "Recipe Settings" section, you'll see a checkbox marked "Recipe should be restricted to certain Restaurants". Check this checkbox.

4. Next, in order to specify which restaurant units can view the recipe, click "Add Restaurant"

5. From the dropdown menu that appears, click to choose the restaurant. Repeat this process and click to "Add restaurant" for any additional units. Click the trashcan icon if any restrictions should be removed.

7. Once finished, scroll to the bottom of the recipe and click "Save".

Help! But what if it won't let me check the box?

Want to restrict a recipe but it seems to not give you that option?

1) Check to make sure you have the correct user permissions. You must be a user in ALL locations in order to restrict a recipe.

2) It may be because the recipe contains another recipe as an ingredient, or it is itself used in another recipe. If this is the case, keep reading to understand the order with which you will need to restrict each recipe.

When restricting Prep recipes, we recommend you always start by restricting the Menu recipes FIRST. Work backwards from there, meaning find all menu recipes you want to restrict and then go through and restrict the associated Prep recipes.