Getting set up: the onboarding wizard and setup checklist

New to Menu Profit Manager? The setup wizard gets you from an empty account to your first real costed dish in three steps — and everything is skippable, so you can do it in any order, on any device. Your progress is saved to your account, not your browser.

Step 1 — Get your invoices in

Drag in a stack of recent supplier invoices (or forward them to your invoice email address, if your account shows one). Open Pantry reads them and detects your suppliers — each one appears as a row with the products and prices found. Confirming a supplier adds them, their products and their prices to your account.

Each supplier found on your invoices has an Invite box, ticked by default. Untick it to keep that supplier’s prices without emailing them. The line above the button tells you exactly how many invites will go out when you click Next: your recipes →. Nobody is ever re-invited on a later run. See Do my suppliers need to join Open Pantry?

Step 2 — Get your recipes in

Upload your recipes — photos, PDFs or the spreadsheet you already keep. Uploading shows immediately, and the reading continues in the background, so you can move straight on without waiting.

Step 3 — See your first dish

The wizard finishes by showing one of your own dishes, costed — the point of the whole exercise.

The "Finish your setup" checklist

After the wizard, a checklist on your Home screen tracks the five moves that make the product sing: invoices in, suppliers confirmed, recipes imported, first dish costed, and first order placed through Open Pantry. You can hide it any time; it lives on at Account → Setup until everything's done, then disappears for good.

Want to go around again? "Run setup again" reopens the wizard at whatever step isn't finished — it never duplicates or overwrites the suppliers, recipes or invoices you already have.