MarginEdge Help Articles

New Here? Start Here.

• ★ Weekly Training Schedule
• ★ Your First 30 days with MarginEdge
• VIDEO - Basic Navigation in MarginEdge
• How are Vendor Items and Products related?
• Invoice FAQs
• Orders Screen Overview
See all 11 articles

General Articles

• ★ Making the Most of MarginEdge
• MarginEdge At A Glance - An Overview
• Latest Product Release Notes
• Refer [me]: MarginEdge’s Referral Program
• How To Pay Your MarginEdge Subscription/Bill
• Setting Up Multi-Unit Restaurant Groups in MarginEdge
See all 7 articles

User Setup and Notifications

• ★ What are the different user permissions in ME?
• The MarginEdge Admin Role
• How do I add or remove users in MarginEdge?
• How do I change a user's role in MarginEdge?
• The User Notifications Feature
• Benchmark Reporting
See all 7 articles

Managing Invoices

• Recurring Category-Level Invoices
• Finding Invoices in MarginEdge
• Manual Category-Level Invoices
• How do I check the status of invoices I’ve uploaded on my phone? 
• Multiple Charges on Utility Bills
• How to move an invoice uploaded to the wrong restaurant unit
See all 14 articles

Verifying Invoice Data

• Setting Up Invoice Approval
• Using Invoice Approval
• Using the New Vendor Item Review

Payment Accounts

• Setting Up Payment Accounts
• Ensuring your invoices are closed to the right payment accounts
• How do Invoices Exported with Credit Card Payment Accounts Look in QuickBooks?

Vendor Items and Products

• ★ Finding and Editing Your Products in MarginEdge
• How to add products in MarginEdge
• How to Change a Product’s Category in MarginEdge
• How To Change Product Categories in Bulk (Video)
• How to Fix a Vendor Item Associated with the Wrong Product
• How to make products and/or categories tax exempt [Video]
See all 8 articles

Ordering & Order Guides

• ★ Intro to Placing Orders through MarginEdge
• How do I setup a vendor for online ordering in MarginEdge?
• How do I place an order with my vendor through MarginEdge?
• Setting Pars and On Hand Counts for Online Ordering
• Online Ordering Video Tutorial
• How do I setup my Order Guides?
See all 8 articles

Inventory

• ★ Getting Started with Inventory
• Taking Inventory Video Series
• How do I Set Up my Inventory Count Sheets?
• Setup Complete! Steps for Taking Inventory
• Mobile Inventory on your Phone
• How to Add/Remove Products While Taking Inventory - Using Config Mode
See all 15 articles

Recipes

• ★ Getting Started with Recipes
• Finding, Viewing and Printing Your Recipes
• Creating a Recipe
• Recipes - Conversions
• Accounting for Recipe and Ingredient Yields
• Restricting Recipes to specified Restaurant Units
See all 15 articles

Performance Reporting

• ★ Understanding Your Costs with the Reports in MarginEdge
• Creating and Using Budgets Video Tutorial
• COGS Explained
• Controllable P&L
• Category Report
• Food Usage Report
See all 12 articles

PMIX Mapping & Theoretical Usage

• ★ Getting Started with Theoretical Usage Reporting
• Missing Revenue in Theoretical Usage Report
• How do I setup PMIX Mapping?
• PMIX Mapping Beer
• PMIX Mapping Wine & Liquor
• How do I see my Theoretical Usage?
See all 10 articles

Digital Invoices (EDI)

• ★ Digital Invoices (EDI) in MarginEdge
• EDI Default Mode for Digital Invoices
• Request Your Digital (EDI) Invoices
• Additional EDI Vendor Settings
• Reconciling EDI Invoices and Credits
• Digital Invoices from Fintech

Commissary Feature + Internal Transfers

• ★ Commissary Kitchens: Overview
• Commissary Kitchens: Vendor Settings
• Commissary Kitchens: Order Guide
• Commissary Kitchens: Creating Products
• Commissary Receiving Unit: How to Place an Order
• Commissary Kitchens: How to Receive, Edit and Process an Order
See all 8 articles

[me] Bill Pay

• ★ What does Bill Pay in MarginEdge offer?
• ★ How do I setup Bill Pay?
• Set up Vendors to pay them with Bill Pay
• Paying Invoices and other Bill Pay Features
• When will my vendor receive their payment?
• MarginEdge Electronic Payments (MEEPs)
See all 19 articles

Tracking Labor

• ★ Getting started with Labor in MarginEdge
• Setting up Labor in MarginEdge
• Labor- Shifts Page
• Labor- Employees Page
• Labor - Summary Page
• How to Add Salaried Employees in MarginEdge

For our Canadian Clients

• MarginEdge in French
• GST & HST