What actions happen in the HQ vs. Locations?

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What is MarketMan HQ? 

In MarketMan if you are a multi-location business, you have what we call a headquarters account, or an HQ, in addition to your actual location accounts. HQ is not a physical location in real life, but more a virtual space in MarketMan that is used to set up and manage your locations. 

When you have an HQ, certain things are done in the HQ and others are done in the actual location themselves.

Why should I use HQ?

1. HQ gives you the ability to manage the items, categories, suppliers etc- all in one place while controlling the access of locations to specific items as needed.
2. In HQ you'll be able to view comparison reports - compare how locations are doing in COGs, waste, purchases and more.

SETUP AND REPORTS - In the HQ:

Managing a chain? get used to working in the HQ. There's no reason for you to have separate logins for the locations! when needed, just switch user directly from the HQ!

1. Adding and Setting up Suppliers 

• Adding new suppliers
• Supplier set up
  • If you have the same rep and contact information for all locations, you can save yourself time but setting this up in the HQ and using the "update all store" icon
  • If you do have different contact information or different reps for different locations, you do have the ability to set this up separately
    • You can either have each location set this up or click on locations in your
      HQ "suppliers" section

 2. Categories

• Adding / changing categories will be done in HQ 

3. Inventory Items

• Adding or editing inventory items is done in the HQ. This includes: 
  • adding new inventory items 
  • changing units of measurement
  • marking or un-marking items for counts and orders
  • changing prices 
  • changing categories 
  • assigning assortments
• Some of the settings for items should be done in the locations, but you can switch users directly from HQ!

4. Assortments 

• Assortments are used if you have certain items or suppliers that are only used at certain locations and not the others
• Adding, assigning, and changing assortments will all be done in HQ 

5. Updating Prices 

• Price updating is done using the irregular prices report
• Whenever you have an invoice that has new prices on it, those can be updated or rejected there

6. Recipe Building 

• When building recipes, you will want to start with building your sub-recipes (Sub-recipes are anything you make in bulk in house, and will serve as shortcuts when building out your menu)
• Menu items are everything you sell and will be built out using a combination of your inventory items and your sub-recipes
• You will be able to see all menu items for all locations when logged into HQ

7. Reporting

• You can view all reports for all locations from HQ
• When it comes to your COGS report, setting up your categories based on how you want to view COGS (food vs beverage as an example) must be done in HQ

8. Setting Up Users

• When logged into HQ, you can set up other HQ users that will have the ability to access HQ and all locations, or you can set up users that are unique for each location, and will not be able to switch back and forth
• A great example would be a staff member that will only use MarketMan to scan invoices at one particular location. This person would only need a user log in for that location, and does not need access to HQ

8. Accounting

• If you use an accounting software that MarketMan integrated with, you will be able to export your invoices to your software. This will be done in HQ

 DAILY TASKS, LOCAL SETUP, AND REPORTS - in the locations:

 1. Storage Areas setup

• Storage areas are where you physically keep your inventory in real life. Your storage areas may vary for each location, so you will want to set this up in your specific location accounts in MarketMan. 
• After you add your storage areas, you will want to assign your items to their corresponding storage areas. 

2. Inventory Counts

• Taking an inventory count will tell MarketMan what you have on hand in that location at that time
• Once you have your storage areas set up, you can sort them shelf to sheet

3. Par levels and Min on Hand

• Par levels are used for suggested ordering
• Min on hand is used to tell MarketMan the lowest you want that inventory item to drop to before you are notified that you are running low 
• This can technically be set up in HQ but are typically unique for each location 

4. Waste Events 

5. Placing Orders

• You can use 'fill to par' for suggested ordering using par levels 

6. Receiving Orders

• You can receive orders manually or with invoice scanning 
• You can also receive orders you did not place through MarketMan using 'invoice without order'

7. Running Production Events 

• Production events need to be run on anything you mark as a preparation. When you make this batch recipe in real life at the location, you should also log a production event in MarketMan so the system knows how much you made, and can adjust your on hand accordingly

8. Viewing the Cookbook

• This can be done in the app on your phone, tablet, or computer

9. Transfers

• When logged into a location, you can request items from or send items to another location
• In the receiving location, you will want to make sure to receive the transfers in MarketMan as well so inventory in both locations can adjust accordingly 

10. Accounting 

• If you have a different accounting set up for each location, this can be set up when logged into the individual locations

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