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PHASE 1

A little setup goes a long way.

Connect your core systems to pull your sales, invoices and costs together. Once in place, your numbers start working for you, automatically.

Week 1, this unlocks 🔓

  • Real-time visibility into food costs and profitability
  • Reports you can trust because the data is connected
  • A smoother experience across the rest of MarginEdge
Build the foundation

Get Set Up

These are the essential setup tasks that make everything else in MarginEdge work.

1. Connect your POS

💡 What

Learn how to connect your POS system so sales flow automatically each night. Written instructions for connecting Toast

🤔 Why

This is what powers daily food cost and profitability reporting.

🗓️ When

Connect in your first week

Don't use Toast?

Find your POS' setup instructions. We integrate with over 40 systems.
2. Connect accounting

💡 What

Learn how to connect MarginEdge with your accounting system so you can easily export data. Written QuickBooks Online instructions.

🤔 Why

This makes sure the numbers in MarginEdge always match accounting, automatically.

🗓️ When

Connect in your first week

Don't use QuickBooks Online?

Find your accounting system's setup instructions. We integrate with the popular ones.
3. Send us your invoices

💡 What

How to submit invoices so MarginEdge knows what you bought and what it’s doing to your bottom line. Learn more

🤔 Why

This is the key for real-time food costs.

🗓️ When

Upload invoices as they come in to get real-time costs.

📘 Additional Resources

⭐ Pro Tips

  • Start uploading your broadliner invoices (up to 7 days back) so we can build out your product database faster.
  • Download our mobile app (easiest way to upload!) for IOS or for Android
4. Invite your team

💡 What

It takes a village to keep service running smoothly. How to invite your A-team to MarginEdge so everyone can do their part. Learn more

🤔 Why

MarginEdge is easier when you've got a team! Add anyone who will review reports, upload invoices, taken inventory, etc. 

🗓️ When

Start this week with anyone who can help with setup tasks

📘 Additional Resources

Review our guide to the different user permissions
5. Prep for Bill Pay

💡 What

How to add your bank account (and other payment methods if applicable). Learn more

🤔 Why

Paying bills in MarginEdge keeps your expense reporting accurate from day one.

🗓️ When

Your first week
6. Custom Configurations

💡 What

Make MarginEdge fit your team. Now that you're set up, you can take a second to fine-tune your notification settings for you and your team. 

 

🗓️ When

Anytime
Hand drawn Check Mark (4) PHASE 1

Ready for what's next?

With your data flowing, we can move on to spotting cost changes, trends and opportunities in real time. Onto phase 2 →

Stuck? We’ve got you 💙

For your first 90 days, email your Implementation Manager to guide you through setup and answer any questions.

After onboarding, our amazing Support team of restaurant vets is only a ticket away.

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