RME: Bulk Edit Recipes – Fourth & HotSchedules Customer Success Portal

Overview

The 'Bulk Editing Recipes' tool allows for a limited range of the most commonly used fields (recipe names, descriptions, codes, flags and categories) to be updated for multiple recipes in one go.

If needing to change recipe ingredients, follow the guidance in this 'Replace in Recipes' article.

For a list of all Recipe and Menu Engineering articles, please visit RME - Article Contents Page

Bulk Editing Recipes

Go to the Admin tab
Use the Select drop-down option and choose Tools

Fig.1 – 'admin' tab > select > Tools

Select Bulk Edit Recipes

Fig.2 – Bulk Edit Recipes

Use the Scope, Recipe Type and Search Text fields to find the required recipes
- As of 15th October 2025, the default Recipe Type will be Standard, and the Recipe Type of Standard/Batch/Choice/Option is required to access the category update options on Step 4
Select Next (bottom right corner)

Fig.3 – Search Criteria Options

Select individual recipes or use the top box to select all
Select Next

Fig.4 – Select the recipes for editing, either individually or all

The ‘Edit Recipe Fields’ screen will then display (step 3 in the process), with the selected recipes listed.

Edit the recipes as required
As shown on the Recipe > Details sub tab:
- Recipe Name
- Short Name
- Description
- Menu Description
- Internal Code
- External Code
As shown on the Recipe > Ingredients sub tab:
- Suggested PLU
- Pending Sell Price (inc.)
- Pending Sell Price (inc.) Effective Date

To change a field for a particular recipe, select the relevant column (i.e., the specific field) and row (i.e., the specific recipe), e.g. Fig.5 shows ‘Short Name’ for recipe ‘20175 BURGER Chicken'
Select Next to continue

Fig.5 – Editing a specific field for a specific recipe (step 3 in the workflow)

The ‘Bulk Edit Recipes’ tab will display (step 4 in the workflow). On this tab, it is possible to:

Update the Flags, add/swap/delete a Category or change the Flag Expiry Date for all selected recipes as appropriate

Please Note: For successful data synchronisation with Fourth's Inventory solution, only one Smart Category should be applied to a recipe. Smart categories are identifiable by the Globe icon next to their names in the list of Category Type names.

Examples of SMART categories with the globe icon next to their name in the list of Category Type names.png

Fig.8 – In Admin > Categories, SMART categories have a globe icon next to their name

Within the Bulk Edit Recipes screen, a SMART category will be indicated by the text (SMART) after the category type name in the 'Category type' selection field.

Only one category operation can be selected at a time.,