Recipes can be used for many things.
Obviously, knowing the items make up a particular dish is important for every restaurant. More importantly though is understanding how much stock is used when a Recipe is made. In inventory, users can build Recipes and connect them to menu items on their point of sale. Whenever the menu item is purchased, magic happens in Inventory, and the amounts assigned to the items used in the recipe are depleted while sold quantities included in refunds will be ignored.
To get to the Recipe page, users will choose the Recipe subtab under the Inventory Setup tab in the side navigation panel.
Creating a new Recipe
The Recipe Setup page will display all of the Recipes that have previously been set up by your company. To create a new Recipe, click Add.
The Add Recipe window will appear. Here you will fill out the details regarding your Recipe.
Each field will correspond to a different part of the Recipe you are creating.
A - The name of the Recipe you are creating.
B - How much the Recipe is making. For example, a recipe for cookies may make 25 cookies, while the recipe for a cheeseburger will only make 1 cheeseburger.
C - The batch unit for the Recipe. This works with the quantity. So if the quantity is 25 and the unit is a case, your Recipe will create 25 cases.
D - The category the Recipe falls under.
After filling out all of the fields, select Ok.
After selecting Ok, you’ll be brought to a page displaying the details and items used in your Recipe. Since this is a new Recipe, you won’t see any items listed. The top of this page will have fields where you can edit the initial details you set up for the Recipe.
To begin adding items to the Recipe, click Add Item.
This will open a menu where you can select each item that will be used in the Recipe. Once you have chosen your items, select OK.
This will bring you back to the Recipe Details page and the items that you've added will be listed.
The Unit Column is where you will select the Unit of Measure the item is being added to the Recipe with. The units available will include the following:
- All of the preset units that came with the product.
- Any custom units that were previously created.
So selecting pound would mean that you are adding a pound of that item to the Recipe.
Once you have chosen the unit, you will select the quantity of the item that is being used in the Recipe. The quantity will work with the unit you have selected. For example, if the unit is set to pound and the quantity is set to five, you are using five pounds of that item in your Recipe. The quantity can be a negative value for moments when a customer might request a substitution of or removal of an ingredient in the recipe.
When building a Recipe, you will be required to set a destination for each item added to the Recipe. Items used in the Recipe will be depleted based on the destination they are assigned. Most items will use “all” as their destination, however, an item like “carry out bag” may be given a “drive through” destination. This is because the carryout bag item will only be used or “depleted” when the dish is ordered from the drive-through.
Recipes ingredients can be assigned to one or multiple destinations at a time.
Items can be removed from the Recipe by clicking the trash can icon.
Linking Recipes to POS items
The next page that appears will display the items that are currently being used in the Recipe. You will click the Link button.
A window will appear where you will choose the POS items that you would like to link to the recipe. All the POS items used by your organization will appear in this modal if you are an admin user. Once you've chosen the items, click Add.
The items you selected will appear in the dialogue box underneath Add. You can remove items from this field by clicking the x to the right of the item name.
To complete your item selection, click Next. Another window will appear where you can specify the Sales Usage Qty that is tied to the POS item.
Clicking on the
After setting the Sales Usage Qty, click Done.
On the home page, you can view if a recipe has been linked by using the filter or linked recipe column.
If you would like to export a list of recipes that are not assigned to a sales item, select Export.
After building your recipes, they will be assigned to the stores that make up your hierarchy. To do so, click the Assign button at the top right-hand corner of the page.
The next page will display the recipes that have been built. You can search for different recipes by using the filter bar. From here, choose the recipes you would like to add and click Next.
The next page is where you will select the stores you would like to assign the recipes to. Clicking the top-level checkbox for a group will select all of the stores beneath it. You can also select stores individually. The recipes that you are adding will be listed on the left side of the page.
Once you are finished choosing the stores, click Done.
Recipe On Hand Cost
If you are counting a recipe as though it were an item, at the top of the edit recipe page will be a recipe on hand tracking check box.
If this is selected, the recipe will carry an on-hand value, as though it were an Inventory item. This on-hand value will be depleted, appear in both the variance report and the on-hand export.
If this is not checked and the recipe is counted, then each item that makes up the recipe will be affected by the count variable chosen. However, this value will not be a 1 to 1 (Just because you count 1 gallon of pizza sauce, that does not mean that you have 1 gallon of tomatoes.) Instead, the variable will be worked into the on-hand values for those items. For example, say that a restaurant has a recipe for a quart of salsa that is 12oz of tomato, 4oz of onion, and 1oz of jalapeno. When the store counts 2.5 quarts of salsa we will increase the on-hand for tomato by 30oz, onion by 10oz, and jalapeno by 2.5oz.