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You’re past the basics but don’t feel like a power user yet? That’s exactly where this guide comes in. Before diving in, make sure you’ve already:
  1. Completed onboarding with your POS and accounting systems connected
  2. Uploaded at least one month’s worth of invoices
  3. Attended the “Getting Started with Garde” webinar and/or feel comfortable navigating the system
  4. Checked off the steps in the First 30 Days help article
All four boxes checked? Great — let’s talk about what comes next. Below you’ll find features ready for you to explore and a handful of maintenance habits that will keep Garde running at its best.

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1. Garde Features You’ve Unlocked

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Recipes

Recipes are where Garde really starts to shine. Once your purchase data is flowing, recipes tie your costs directly to your menu items — giving you real visibility into plate-level profitability.

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Inventory

You can scroll to the bottom to download a PDF guide on taking your first Garde inventory. Taking inventory might not be anyone’s favorite task, but it’s the key to accurate COGS reporting. Here’s how to get set up:

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Understanding Your Reports

Once your invoices and inventory data are in, the reports are where the real insights live.
  • Controllable P&L — a high-level view of revenue and expenses combining data from sales entries, invoices, and inventory adjustments in a customizable date range.
  • Usage Report — combines your inventory and purchase data and lets you view a per-item breakdown of your Cost of Goods Sold.
  • Category Report — shows purchases within the date range you select by invoice and category totals. You can also click on any invoice to see a product-level breakdown.

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PMIX Mapping

PMIX mapping takes a bit of time up front, but getting it done unlocks some of the most powerful features in Garde:

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2. Keeping Garde Running Smoothly

Think of this as routine maintenance — a few regular check-ins that keep everything humming so your data stays accurate and your reports stay trustworthy.
  1. Check your Vendor Item to Product relationships regularly. A quick weekly peek at your New Vendor Item Review, or at least a bi-weekly check for any invoices that need approval, goes a long way.
  2. Open your Weekly Snapshot Accounting Email. This email will tell you if any exports failed or if digital invoices need your attention. It helps you zero in on exactly where your effort is needed that week. Learn more about the Weekly Snapshot.
  3. Take regular inventory. We know not everyone does this, but we can’t help reminding you — regular counts keep your reporting accurate and are a great way to spot product changes before your next inventory cycle. Get started with inventory.
  4. Reach out anytime. Email contact@garde.app with any questions or concerns. There’s no need to hesitate — we’re always happy to help fix problems or clear up confusion.