What is it doing?
Categories in MarketMan allow you to add every inventory item, sub-recipe or menu item to a category.
Why should I use it?
- You'll have the ability to filter your items by category on the various screens and reports
- You'll have a better chance at identifying issues and getting insights when you can slice every report by categories.
HOW TO - Step by Step
- Go to "Suppliers" > "Categories"
To add a new category, click on "Add" at the top right.
To edit an existing category, click on the category name.
To add items to the category:
- Go to "Inventory" > "Inventory items"
(this works exactly the same for menu items and sub-recipes/preparations as well) - Click an item to open the pop-up, type in the category name and select it from the drop-down list.
If this category doesn't exist in MarketMan yet, you can click on "Add new" right from here and the new category will be added!
Mastering Categories - Updating categories in bulk!
- Select the items by ticking the checkbox next to the items.
You can also sort by supplier or storage to make use of the "select all" option.
- Once you have items selected, click on "Actions" > "Bulk update"
The first auto-selected option there is the category setup. So just click "Continue"!
- type in the category name and select it from the drop-down list.
If this category doesn't exist in MarketMan yet, you can click on "Add new" right from here and the new category will be added!
Extra tips - from the experts!
- If you want to break some categories to even smaller parts, you can use / to do that.
for example, if you want to track your seafood, but also wanna know how much of seafood is specifically shrimp, your categories can look like this:
"Seafood", "Seafood / Shrimp"
This way you could look at just "shrimp" but also at shrimp as part of the seafood expenses. - The same logic applies to menu item categories as well.
If you'd like to see your menu profitability report for "plates" and "sides"
Your categories might look like this:
"Plates / protein", "Plates / side" and maybe even: "Plates / modifiers"
This way you could look at each part separately, but also at all of them together.