ShelfCount help
Short guides for owners, managers, and staff. Search for anything below, or read straight through. New here? Start with Getting started: your first week and take it in order. The reports make more sense once you have a few counts behind you.
Getting started
Getting started: your first week
Set up locations, add your items, invite your team, and run your first inventory count.
Importing your data
Upload items, vendors, or recipes from any CSV or Excel file, or photograph a paper list. Review before anything is saved, and see where the sample catalog fits in.
Done-for-you migration
Send us your export from MarketMan, MarginEdge, or a spreadsheet and we set up your items, vendors, and recipes for you.
Trying the interactive demo
Take a fully stocked sample café for a spin before you put in your own data. What the demo includes and what happens to it afterward.
Your catalog
Counting
Buying & receipts
Vendors and purchase orders
Par levels (including day-of-week pars), suggested orders, order minimums, shopping-route line order, and sending POs.
Receipts and invoice scanning
Scan invoices with your phone, email them in, upload a file, or post them from another system. Review every line before anything changes, and let the app learn barcodes.
Recipes & menu
Recipes and costing
Prep recipes vs. menu recipes, nesting, yields, scaling a batch up or down, and how costs update automatically when prices change.
Mapping your menu to recipes
Point each POS menu item at a recipe so sales get costed, work through the unmapped list, and give modifiers real ingredient effects.
POS & sales
Square integration
What syncs from Square, how to map menu items to recipes, and how modifiers affect cost.
Toast integration
What the Toast integration will do, its current approval status, and how connecting will work.
Clover integration
Connecting with a dashboard API token today, finding your merchant ID, and mapping menu items to recipes.
Food cost reports
Inventory value, below-par, theoretical vs. actual food cost, menu profitability, and purchase history.
Usage variance report
Per item, what your sales say you should have used versus what actually left the shelf, and why some items are excluded.
Price history and charts
Track what you pay over time, spot the biggest movers and outliers, and read a per-item price chart.
Account
Your team and roles
What staff, managers, and admins can each see and do, including why staff never see costs.
Your organization settings
Your business name, address, and logo — where they live and where they show up, like the top of a purchase order.
Referring another restaurant
Share your referral link, what the restaurant you refer gets, and how your reward works.
Billing and your plan
How the 14-day trial works, subscribing, and what happens if your trial ends.
Still stuck? Email us at hello@insidermanagement.net and a real person will get back to you.