Skip to main content
If you manage multiple units in Garde, this one is for you. We put this cheat sheet together so you can quickly see how data flows across your locations and pick up a few tricks along the way.

​
What’s in this article

  • Which settings apply to ALL units vs. just the one I’m in?
  • Where can I see everything from all my units in one place?
    • Products
    • New Item Review
    • Sales
    • Bill Pay
    • P&L
    • Order Guides
    • Notifications
  • Store Groupings
  • Tips and Tricks for Various Features
    • Uploading Invoices
    • Recipes
    • Benchmarking Groups
    • User Settings
    • Bill Pay

​
Which settings apply to ALL units vs. just the one I’m in?

When you make a change in one unit, that edit will either carry over to every unit under the same Company or stay local to the unit you’re logged into. Here’s a quick breakdown.

​
Shared across all units — edits transfer everywhere

ItemThings to NoteRelevant Article
ProductsEach unit has its own prices based on that unit’s purchasesHow are Vendor Items and Products related?
Product Categories & Category Accounting CodesMappings are unique to each unitCategories and GL Accounts
RecipesGlobal and shared unless specifically marked as restrictedGetting Started with Recipes
Budget CategoriesThe $ or % setting is unit-specificBudgets (coming soon)

​
Unit-specific — edits stay in that unit only

ItemThings to NoteRelevant Article
Product pricesThe Products themselves are sharedHow are Vendor Items and Products related?
Count Sheets and InventoriesAsk us to copy over your Count Sheets if your units want to use the same setup.Getting Started with Inventory
Payment AccountsYour Default Payment Account
All mappings — sales, category, vendor, payment accounts, PMIXMust be done separately in every unit.Vendor Mapping, Sales Mapping
Bill Pay Bank Accounts (coming soon)You’ll be able to import a bank account if your units share accounts.Bill Pay (coming soon)
Budget $ or % (coming soon)Budget Categories are linked across units.Budgets (coming soon)

​
Where can I see data from all my units in one place?

Below are the core consolidated views built into Garde. We also offer Store Groupings (more on that further down) that let you organize your restaurants into custom groups for the P&L, Sales Comparison Report, and Purchase Report.

​
Products — toggle to see items purchased at a specific unit

Go to Products > View all Products to see these. Article: How are Vendor Items and Products related?

​
New Item Review — toggle to see items purchased at a specific unit

Go to Products > New Item Review to see these. Article: Using the New Vendor Item Review

​
Budgets (coming soon) — see individually or all rolled up

Go to Performance > Budgets to see these. Article: Budgets (coming soon)

​
Sales — choose one unit or all units

Go to Performance > Sales to see the Sales Comparison and the 21-Day Moving Average. Article: Sales Forecasting

​
Bill Pay (coming soon) — pay vendors with one check when units share a bank account

Company View for Bill Pay — more details on this feature coming soon.

​
P&L — see individually or compare multiple units side by side

Go to Performance > Controllable P&L and select your view. Article: Multi-Unit P&L Side-by-Side Comparison

​
Order Guides — make changes to all order guides across all units

Go to Vendors > Vendor, choose the vendor, and select “Order Guide Setup.” Note: setting Pars is unit-specific and will not carry across all units. Article: How to Set Up Each Vendor’s Order Guides

​
Notifications — adjust settings for all units in one place

Go to Settings > Notifications and select “Manage Combined.” Article: Managing User Notifications

​
Store Groupings

Store Groupings let you organize your restaurants into custom groups that make sense for your business — by location, concept, management structure, or anything else that fits your operations. Once set up, you can use these groups to analyze data across the P&L, Sales Comparison Report, and Purchase Report. Article: Store Groupings — Setup and Usage

​
Tips and Tricks for Various Features

​
Uploading Invoices

Your biggest challenge: make sure you’re logged into the correct unit! It’s easy to forget to switch units before uploading from the app or browser. Generally, we trust that you meant to put an invoice in the location where we find it, so we’ll process it even if the “Bill to” address belongs to another unit. (And if you do goof, you can always move it later.) Article: Uploading Invoices

​
Recipes

If you want to restrict a recipe so it’s only visible at certain units, you can do that on any recipe. It’s worth thinking about this while you’re initially creating your recipes so everything is set up correctly from the start. Article: Creating a Recipe

​
Benchmarking Groups

All active Garde restaurants show data compared to a defined geographic region within either the Full Service or Fast Casual designation. The geographic region is specific to each unit, but the Full Service or Fast Casual designation is shared across the entire Concept and can’t be set per unit. Article: Benchmark Sales Reporting

​
User Settings

Click on your name in the upper-right corner and select Settings from the dropdown. These preferences are saved across all the units you have access to, but they’re personal to you — they won’t affect any other user’s settings or view, even within the same unit. Article: Your Personal User Account Settings

​
Bill Pay (coming soon)

Bill Pay is coming soon to Garde. When it launches, you’ll be able to set up bank accounts in each unit with the option to import a bank account if your units share the same one. Garde will also offer a Company View for Bill Pay so you can manage all payments for all of your units from a single screen.