Part of the SmartOPS OS suite

Know your true food cost — by location, by period, by plate.

SmartOPS Margin connects counts, purchasing, invoices and recipes into one costing engine, so multi-unit operators find the leak while there's still a period left to fix it.

Guided implementation · Works alongside your POS and accounting

SmartOPS Margin · Cost dashboard · All locations · Period 9
Food cost %
28.4%
1.9 pts
Prime cost
57.1%
0.6 pts
Variance $
$12,480
14.2%
Inventory value
$186.2k
Theoretical vs actual food cost Actual Theoretical
P4
P5
P6
P7
P8
P9
Variance by location
Downtown$1,204
McAllen$3,860
Airport$5,190
Westside$2,226
Needs attention today
Ribeye 12oz — vendor price up 11.4%Sysco · since MonMargin −$0.86 / plate
Airport — count variance on dairyPeriod 9 · week 2$1,140 unexplained
4 invoices awaiting three-way matchAP · due Friday$18,402
1 system
Count to P&L

No spreadsheet handoffs between steps

Per plate
Cost accuracy

Yields, sub-recipes and live vendor pricing

Weekly
Variance visibility

Not a surprise at period close

Multi-unit
Built in

Locations, roles, permissions, audit trail

01The problem

Most groups don't have a cost problem. They have a cost visibility problem.

Counts live in a spreadsheet, purchasing lives in vendor portals, invoices live in a folder, and recipes were last costed two price increases ago. By the time the number lands, the period is closed.

The number arrives too late

Food cost gets calculated after close, by an accountant, from three sources that never quite agree. Nobody can act on it.

Nobody can explain the gap

You know cost went up 2 points. You don't know whether it was vendor pricing, portioning, waste, theft or a bad count — so you guess.

Every location does it differently

Different count sheets, different order guides, different UOMs. Location comparison becomes an argument instead of a decision.

02How it works

One closed cost loop, from the walk-in to the P&L

Every step writes to the same ledger, so the number at the end is traceable back to the person, item and moment that created it.

01
Count

Mobile counts by storage area, offline-capable

02
Purchase

Par-driven POs against real vendor pricing

03
Receive

Invoice capture and three-way match

04
Produce

Recipes, yields, batches and transfers

05
Sell

POS sales mapped to recipes and plate cost

06
Decide

Variance, prime cost and menu actions

Counts

Counting that people actually finish

Templates by storage area, par-aware sheets, unit-of-measure guardrails and an offline-first mobile flow. Submit for review, then post to the ledger.

  • Count templates per location and storage area
  • Barcode/QR scan, par hints and last-count reference
  • Review and approval before anything hits cost
  • Waste and spoilage logged against the same items
9:41
Walk-in cooler · Count
Weekly count · P9 W2Offline ready
Downtown · Walk-in cooler · 24 of 38 items
Ribeye 12oz
cs / ea
3 cs · 4 ea
Heavy cream
qt
11 qt
Romaine hearts
cs
—
Butter, unsalted
lb
18 lb
Submit count for review
SmartOPS Margin · Purchase order · PO-2418 · Downtown
Sysco · Order guide: Downtown BOH
Delivery Thu · Cut-off today 4:00 PM
Par-suggestedBudget OK
ItemOn handParOrderExt. cost
Ribeye 12oz↑ 11.4%3 cs6 cs3 cs$1,284.00
Romaine hearts1 cs4 cs3 cs$96.75
Heavy cream11 qt24 qt13 qt$71.50
Fryer oil 35lb2 ea5 ea3 ea$113.40
Cheaper alternative found for 1 line — Ben E. Keith at $398.20/csTotal $1,565.65
Purchasing

Buy at the price you agreed to

Order guides per location, par-suggested quantities, vendor price comparison and alerts the moment a contract price moves.

  • Vendor catalogs with per-location order guides
  • Price-change alerts tied to affected recipes
  • Side-by-side vendor comparison before you send
  • Suppliers confirm POs by link — no portal logins
Invoices & AP

Three-way match, then straight to accounting

Capture the invoice, match it to the PO and the receipt, route the exceptions, and export clean entries to your GL.

  • Invoice capture with line-level extraction
  • PO / receipt / invoice matching with exception queues
  • Approvals, AP aging and vendor credit tracking
  • GL mapping and accounting export
SmartOPS Margin · Invoice 88214 · Three-way match
Scanned invoice
Vendor
Sysco South Texas
Invoice total
$1,611.05
LinePOReceivedInvoicedStatus
Ribeye 12oz3 cs3 cs3 csMatched
Romaine hearts3 cs2 cs3 csShort 1 cs
Heavy cream13 qt13 qt13 qtMatched
Fryer oil 35lb3 ea3 ea3 eaPrice +$4.10
2 exceptions · credit request draftedApprove & post to GL
04The payoff

From a Tuesday count to a decision the same week

Variance is broken down to the category, item and location that caused it — then explained in plain language.

SmartOPS Margin · Actual vs theoretical · Period 9
Theoretical usage
$412.6k
Actual usage
$425.1k
Variance
$12.5k
2.9% of sales
CategoryTheoreticalActualVariance
Beef & protein$164,220$172,840+$8,620
Produce$78,410$80,120+$1,710
Dairy$52,900$54,040+$1,140
Dry goods$61,180$60,760−$420
Beverage$55,890$57,340+$1,450
SmartOPS Margin · AI Copilot
Why did food cost jump at Airport in period 9?
Copilot

Airport ran 31.6% food cost vs 28.4% group average. Three drivers explain $4,910 of the $5,190 gap:

  • • Beef variance $3,120 — 214 lb used above theoretical, concentrated on ribeye.
  • • Ribeye vendor price +11.4% from Sysco effective Mar 3 ($1,140).
  • • Dairy count variance $650 — walk-in count submitted 2 days late.
Open variance reportCompare vendors for ribeyeAssign task to GM
SmartOPS Margin · Recipe · Ribeye plate · Cost card
12oz Ribeye, chimichurri
Yield 1 plate · Menu price $38.00
Cost up 6.2% this period
IngredientQtyYieldCost
Ribeye, raw14 oz86%$9.84
Chimichurri (sub-recipe)2 oz100%$0.62
Fingerling potatoes6 oz94%$0.71
Butter, unsalted0.5 oz100%$0.14
Plate cost
$11.31
6.2%
Food cost %
29.8%
Menu engineering
Star → drifting to Plowhorse

High volume, margin down $0.86. Price to $39.50 to hold contribution.

Menu

Every price increase reaches the plate

When a vendor price moves, Margin re-costs every recipe that uses the item and flags the menu items whose margin just changed.

  • Plate cost updated from live purchase prices
  • Yield and waste factors applied per ingredient
  • Menu engineering quadrants by contribution and volume
  • Price optimizer with target margin scenarios
06Implementation

Configured with you — not handed over as a login

Most cost systems fail on setup: bad item masters, mismatched UOMs, uncosted recipes. We do that work with your team.

  1. 01

    Digitize the foundation

    Item master, units of measure, vendor catalogs, order guides and locations built and validated with data-health checks.

  2. 02

    Cost the menu

    Recipes, sub-recipes and yields entered and reconciled against real purchase history and POS sales mix.

  3. 03

    Run a live period

    First counts, first POs, first close — side by side with your current process until the numbers agree.

07Connected suite

Work in Margin. Decide in SmartOPS OS.

Margin owns the cost detail. Cost signals roll up into the wider SmartOPS OS — location profiles, tasks and leadership reporting — without exposing every vendor price to every user.

  • Cost tiles on each location profile in the OS
  • Cost anomalies become assigned, tracked work
  • Role-scoped visibility across the suite
  • One identity, one implementation team
POS
Sales & menu mix

Sales mapped to recipes for theoretical usage

Accounting
GL export

Mapped entries, no re-keying

Vendors
Catalogs & pricing

Order guides kept current

SmartOPS OS
Suite rollup

Cost visible where leadership works

08Questions

What operators ask us first

How is this different from an inventory app?+

Inventory apps stop at what's on the shelf. Margin carries the cost forward: counts feed usage, usage meets recipes and sales to produce theoretical cost, and the gap against actual purchases becomes variance you can assign to a category, item and location.

Do we have to replace our POS or accounting system?+

No. Margin sits between them. Sales and menu mix come in from your POS; mapped journal entries go out to your accounting system.

Our recipes have never been costed. Is that a blocker?+

It's the normal starting point. Costing the menu is part of implementation — we build recipes, yields and sub-recipes with your chefs and reconcile them against real purchase history.

Will store-level staff actually use it?+

The parts they touch — counts, receiving, orders, waste — are mobile-first, offline-capable and short. Everything heavier lives with above-store roles.

Can we control who sees pricing?+

Yes. Roles and permissions are granular, location access is scoped per user, and every change is written to an audit log.

Do we need the Commissary module?+

Only if you produce centrally. Groups without a central kitchen run Margin's core stack; Commissary and Logistics can be switched on later.