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 confirmed supplier with a known email is also invited to join Open Pantry by default — the button tells you exactly what will happen (e.g. "Add 5 suppliers · invite 4") before you click. Click "Don't invite" on any row to keep that supplier's prices without emailing them. Nobody is ever re-invited on a later run.

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.