The multi-unit order guide is a tool you can use to add or remove items across various restaurants in MarginEdge from one place. In order to use the Multi-Unit Order Guide, your restaurants must share a Concept in MarginEdge (that is, have been set up with a shared Product database).
Multi-Unit Order Guide Video Tutorial
Step-by-Step Walk Through Directions
PROTIP: If one of your units has not yet ordered from a common vendor that already exists in your other units, you can use the multi-unit order guide to create that vendor and populate an order guide! Adding an item to the order guide of a Restaurant that has not ordered from that Vendor before will create the vendor in their account and get the order guide set up.
1. To use the Multi-Unit Order Guide got to the Vendors > Vendor Page and select the vendor you want to set up by clicking on it.
2. Click on "Order Guide Setup"
3. Then select "Manage Items for All Restaurants"
4. This will bring you to the Multi-Unit Order Guide, showing all vendor items across your Restaurant Units for the vendor
5. From here you can select to add vendor items to an individual restaurant's order guide. (This can be done even if the vendor has not been created in the other unit yet - this process will create it!)
6. If you toggle the Yes/No drop down in the "All" column, you can add or remove a vendor item from all restaurants in your concept in one step.
7. Once you're done, press Save and the settings will go into effect.
