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    Inventory Restaurants: Archiving Recipes and Ingredients from Inventory in RME

    This article describes the process of archiving Recipes and Ingredients from the inventory in Recipe and Menu Engineering (RME).

    Before Archiving a Recipe

    Before a Recipe can be archived, it needs to be removed from the site’s EPOS tills and sales of the recipe.

    Removing Recipes from Site

    To remove a recipe from a Site:

    • Go to Recipe and Menu Engineering (RME – formerly known as Starchef)
    • Find the Recipe which is to be archived
    • Use the Search box if required
      • Type – Recipe type
      • Filter on – Category, e.g. food/drinks
      • Values – Categories for Recipes, e.g. starters, mains, sides

     Fig.1.png

    Fig.1 – Search Options

    • Select the FnB Actions drop-down menu in the Product Details toolbar

     Fig.2.png

    Fig.2 – FnB Actions within the Product Details Toolbar

    • Select Remove Recipe from Site

    A pop-up window will display.

    • Expand the organizational structure to list all Sites and stock locations

    If it is not possible to archive a Recipe from a Site, then a ‘No Entry’ sign will display.

    • Select the Sites from which the Recipe is to be archived from by selecting the relevant tick boxes

     Fig.3.png

    Fig.3 – Expanded Organisational Structure

    • Select Step 2

    A confirmation will display of the Sites from which the Recipe will be archived.

    • If this information is correct, select Save

     Fig.4.png

    Fig.4 – Confirming Recipe Removal from Sites

     Removing Recipes from Live Sets

     Recipes also need to be removed from the published Live Sets. This will remove the Recipe from the Master Data.

    • Select Edit from the Product toolbar

    The ‘Product Overview’ page will display.

    • Select the Publish To… option from the toolbar, this will display the publishing options

     Fig.5.png

    Fig.5 – Publishing Options

    • Select the Type drop-down menu and select the Archive menu type
    • Tick the box next to the Archive folder listed
    • Save

    This will move the Recipe into the archive set and remove it from the Master Data within RME.

     Fig.6.png

    Fig.6 – Adding a Recipe to the Archive Folder

    • Once this is complete, Save the changes on the main Product window

     Fig.7.png

    Fig.7 – Saving Changes in the Main Product Window

     The Recipe has now been archived.

    Scheduling for Archive

    It is also possible to schedule Recipes and Ingredients to be archived.

    The Recipe will archive when it is not in use in any live Recipes.

    To schedule a Recipe for archive:

    • Select the required Recipe
    • Select Edit from the Recipes main toolbar

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    Fig.8 – Edit Option

    The next screen will display the Product details.

    • Select Flag Options

    The ‘Set Flags’ page will display.

     Fig.9.png

    Fig.9 – Set Flags Page

    • Select the relevant flag type and add a flag expiry date

    Please ensure that this date is in the future.

     Fig.10.png

    Fig.10 – Adding a Flag and Expiry Date

    • Save within the pop-up window, then Save again in the main toolbar

    A confirmation will display to show the item has been saved.

     Fig.11.png

    Fig.11 – Confirmation of Changes

    Please Note: The use of Flags is controlled within the Database settings.

    Each flag can be set up to a particular action and may be different for individual organisations. Flags can be set up by the Fourth administrator.

     Fig.12.png

    Fig.12 – Setting Up Flags within Database Settings

    Removing a Recipe from the Archive

    If the Recipe is to be used again, it can be removed from the archive and made ‘Live’.

    To do so:

    • Identify the Recipe to be made Live again
    • Select Edit from the main toolbar and then Publish To…
    • Select the Type drop-down menu and then Trial

     Fig.13.png

    Fig.13 – Publish Options

    • Tick the Trial/Development Recipes

     Fig.14.png

    Fig.14 – Selecting Trial/Development Recipes

    Please Note: Accessing the Archive set is permission based. If an individual is unable to access the Archive, it will display in red.

    • Save on the main Recipe page

     Fig.15.png

    Fig.15 – Saving a Recipe

    The Recipe will also need to be published to the different brands.

    • In the Publish Options page, change the Type to Live
    • Select the Brands which the Recipe is to be used in
    • Save

     Fig.16.png

    Fig.16 – Selecting Brands to Attach the Recipe To

    • Return to the Recipe page and Save

    Attaching Recipes to Site

    The Recipe also needs to be attached to Sites.

    • Select the Publish to FnB tab

     Fig.17.png

    Fig.17 – Publish to FnB

    In the pop-up window, expand the organisation tree.

    Sites which are already using the Recipe will have a PLU number and a Retail Cost listed against the stock site.

    Any Sites which are not using the Recipe will have a tick box next to the stock Location.

    • Tick into the Sites which are to have the Recipe attached to
    • Select Step 2

     Fig.18.png

    Fig.18 – Adding Recipes to Sites

    PLU Numbers and Sales Prices need to be added or checked.

     Fig.19.png

    Fig.19 – PLU Numbers and Sales Prices

    There are options to:

    • Change PLU Numbers
    • Change Sales Prices
    • These can be updated for the Units or all Sites
    • Select Step 3
    • Review the details of Recipes and Sites, Save

     Fig.20.png

    Fig.20 – Details of Recipes Added to Sites

    Archiving Ingredients – Making Products Unavailable

    Before archiving an ingredient, it is good practice to make Products unavailable for ordering.

    • From the Ingredient toolbar, select Internal Spec

     Fg.21.png

    Fig.21 – Internal Spec Tab

    • Select Edit

    It is now possible to amend the Date 1st delivery warehouse field.

    Fig.22.png

    Fig.22 – Editing Options within the Internal Spec Tab

    • Use the Clear option to remove the date
    • Use Select to add a new date
    • Making the date in the future ensures that the Product is not available to order at a Site

    Archiving Ingredients

    Archiving Ingredients is a similar process to archiving Recipes, and it is possible to schedule Ingredients for archive.

    Before archiving an Ingredient, it needs to be removed from Recipe(s). This can be done by:

    • Editing the Recipe directly or
    • Using the Replace in Recipe tool, found in Admin > Tools

    The ingredient then needs to be removed from Sites.

    • On the Ingredient toolbar, select the FnB Actions drop-down menu
    • Select Remove all Ingredients from Sites
    • Select Check All, then Next

     Fig.23.png

    Fig.23 – Selecting Sites for Ingredients to be Removed From

    The next window will confirm which sites the Ingredients are to be removed from.

    Please Note: The Product will be removed from Sites immediately unless it is:

    • Part of a Live order
    • In a stock count (until counted as 0)
    • In a Recipe which has sales against it
    • In a transfer – Site, Wastage or another account

    Scheduling Ingredients for Archiving

    Ingredients can also be scheduled for Archive.

    When the Ingredient has no use, RME will archive the Product.

    The process is similar to Recipes:

    • Search for and select the required Ingredient
    • Select Edit in the Ingredient toolbar
    • Select Flag Options
    • Select the required Flag Type and add a Flag expiry date

     Fig.24.png

    Fig.24 – Adding a Flag and Expiry Date

    • Save and Save again on the main Ingredient screen

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