MarketMan Day to Day 101

The following guide will walk you through all day to day usage of MarketMan! If you haven't set up your account yet, check out our setup guide here first

 Each step below is hyperlinked with corresponding articles to help you along the way. We also included videos at the bottom for everything! If you need anything at all please reach out to us at  


1. Inventory counts 
2. Ordering 
  • Before you start with ordering, make sure your suppliers are all set up
  • Placing orders can be done on a phone, computer, or tablet. Just add the items to your cart, choose when you want the order to be delivered, add in any comments, and press send! You can also fill to par as well which makes the process super easy. MarketMan takes at how much you have on hand, compares that to your par level, and drafts up an order for you.

  • Order history is where you'll view all the orders you've placed. This is also where you can check out the status tab to see if your supplier viewed the order yet!

  • There are two ways to receive orders:
    Invoice scanning - on the app or on the web - our team will receive the orders for you!
    Receive the order manually 

  • Once you've received an order, you can find it in Accounting, Invoices.

  • Don't forget to check out the new items that were potentially added while receiving your orders! Also, make sure to update your irregular prices- if you are a multi-unit this will happen in HQ. 

3. Waste

Logging waste can be done on the phone, computer or tablet. This is essential for reports to be accurate! Make sure to choose a description of why you are wasting these items, so you can analyze the waste report to see the trends in your waste.  

4. Transfers (multi-unit only)
5. Connecting your POS 
  1. If your POS is Square, you can connect your POS all on your own! Otherwise, please reach out to your Customer Success Manager or to get started with this. You can check out the POS systems that we integrate with as well. 
  2. Once your POS is connected, all the menu items and sales will flow in automatically! If we don't sync with your POS not to worry you can upload your sales.


Following these steps will provide you with reports to analyze your information and with the accounting advantages that will help you save lots of time!
Read more about the accounting options and the short series How to save money with MarketMan.

If you need any help at all with any of the steps above, please contact your Customer Success Manager or email us at 


Was this article helpful?
0 out of 0 found this helpful