Guide: MarginEdge

How do core concepts map to Tenzo?

Key:    ✅ Supported    🚸 Work in Progress    ❌ Not Supported

                                                    

Location	✅ Restaurant
Vendor	✅ Vendor
Category	✅ Category
Division*	✅ Category Type
Item	✅ Items
Purchases	✅ Purchases
Actual Usage	❌ NOT SUPPORTED
Theoretical Usage	❌ NOT SUPPORTED
Waste	❌ NOT SUPPORTED
Stock Counts	❌ NOT SUPPORTED
Menu Items	❌ NOT SUPPORTED
Menu Item Costs (for Menu Profitability)	❌ NOT SUPPORTED

                 * Cards only

Data Ingestion

Real-time optionally available?	❌ NOT SUPPORTED
Default polling frequency	Daily
Data retrieved on each poll	Last 90 days
Historical data	Since you started using Margin Edge

How do I connect this data to Tenzo?

MarginEdge can be connected directly inside of the Tenzo app; you will need to generate an API key from within Margin Edge as outlined here. 

You will also need to input:

- a start date from which to pull data

- a setting to indicate whether you wish other charges to be spread proportionally across categories, or assigned to a new category.  If all categories are set to "book proportionally" here you should set this to one (https://help.marginedge.com/hc/en-us/articles/1500005085382-Handling-Taxes-Delivery-and-other-Miscellaneous-Charges)

If you have an Enterprise Account, you can talk to your Customer Success Manager, who will connect this for you.

How do I compare Margin Edge data to data in Tenzo?

You can compare the Purchases number in Tenzo to the Orders report found here:

Importantly:  if you have negative orders, for example transfers to a commissary - they won't show up here and you'll need to use the below reports 

Category and Item level reporting in Tenzo can be compared by viewing the Category Report or Purchase Report in Margin Edge.

Note: this number in the Purchases report in Margin Edge does not include other charges (e.g., delivery, tax etc.) - so you'll need to remove them as they show in Tenzo. 

Exceptions

• Tenzo does not include the Bar/Garnish category, as this is a sub category of Produce. To match with the Produce category total in Margin Edge you will need to add the Produce and Bar/Garnish totals together. 

#integrations