Introduction
This article contains information on configuring recipes to account for batches prepared through kitchen production as part of the Inventory Management module.
For clarity, a batch recipe product is one which is:
- A combination of ingredients that make up a specific batch size. (E.g. A batch of sauce made up to use in other recipes, or a batch or muffins baked each morning.)
- Is not declared as produced through the Product Preparations feature.
This article is limited to kitchen production batches and does not cover 'standard' recipes or products configured as part of the Product Preparation feature. For details on other types of recipes, Click Here.
Creating A New Batch Recipe Product
Step 1: Create The Product
To create a brand new product as a batch recipe:
- Head to Product Management > Products.
- Select [NEW BACK OFFICE PRODUCT].
In the New Product page, enter:
- Long Product Name: Enter the name of the product. (Recommendation: Prefix this with "Batch")
- Short Product Name: Copy the name into this field.
- Code: Enter your internal code for the product. (If not required, copy the PLU.)
- Master Group: Select the master group that the product will report to.
- Group: Then select the stock group that the product will report to.
- Stock Type: Select Recipe.
Select [CREATE & ADD MORE DETAIL] the proceed onto Step 2 to set the batch sizing.
Step 2: Set The Batch Sizing
Next, you need to set the batch sizes in the Product Sizing section of the Product Detail tab.
Some information on sizing is covered below, but you can also Click Here for more details on product sizing.
Base Unit
First, set the Base Unit. This defaults to "Each", but you'll need to change this to reflect your batch sizing.
Against the Base Unit Name setting (which should have default to "Each") select [Edit]. You'll then see a message warning you not to change the base unit. As this product is being created from scratch right now it is safe to change the base unit name, but it should not be changed again in the future.
Within this window:
- Base Unit Name: Enter the new description of the products base unit.
- Select [UPDATE UNIT NAME]
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IMPORTANT INFORMATION The products "Base Unit" should be a description of the smallest size required for this batch. This is typically something like "Each", "ML", "GRAM" or "OZ", depending on the type of product. This becomes the products foundation which all other sizes are based off. You'll see this size when using this product as an ingredient within recipes. |
Stocking Unit
Next, set the Stocking Unit:
- Stocking Unit Name: Enter the description of the products stocking unit.
- Stocking Units: Enter the number of Base Units that are in a Stocking Unit Name.
As a sanity check, using the values entered so far a message will show for you to check that the values make sense.
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USEFUL INFORMATION The products "Stocking Unit" is flexible and depends on the nature of the product. For example, if the batch can be broken down into smaller pack sizes (e.g. a 10L batch of sauce, split into 1L bottles once made) then enter the intermediate pack size so that this size is available to users throughout the system. Or if it's a product that is often measured, enter a generic measurement size (e.g. KG or Litre). |
Receiving Unit
Finally, set the Receiving Unit:
- Receiving Unit Name: Enter the description of the products receiving unit.
- Receiving Units: Enter the number of Base Units in the Receiving Unit Name.
As a sanity check, using the values entered so far a message will show for you to check that the values make sense.
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IMPORTANT INFORMATION The products "Receiving Unit" must represent the size of the batch that is made. The ingredients added in the next step will be based on the size defined here. You must also ensure that the Display Unit setting is left as "Receiving". |
Once all sizing has been entered, review the Product Sizing Sanity Check beneath to check that the product sizing makes sense and there are no errors.
Then, select [SAVE & REMAIN] before you link ingredients to the batch recipe as covered below.
Step 3: Link Ingredients To The Batch Recipe
Now that the batch sizing is set, ingredients can be linked to the batch.
Head to the Recipes tab within the product setup page. Before you make a start on linking ingredients, just make sure that the "Recipe In Size" label reflects your batch size as below. (This is per setup in Step 2.)
To link an ingredient:
- Select [NEW RECIPE ITEM].
In the blank row that is added at the bottom, enter:
- Recipe Component: Select the ingredient from the list. (This lists supplied products and other recipes.)
- Quantity: Enter the quantity of the ingredient in the recipe, based on the Unit Size shown.
For reference, the following information is also shown:
- Unit Cost: Displays the cost of one unit of the ingredient, based on the Unit Size shown.
- Cost Net: Displays the total net cost of the ingredient within this recipe based on the quantity.
- Type: Displays the ingredients stock type. (Ingredients can be supplied stock or other recipes.)
Repeat the process to add additional recipe ingredients, then select [SAVE & EXIT].
The total cost will update as ingredients are added. For more information on recipe costs, Click Here.
Step 4: Assign Additional Settings (Optional)
Once the recipe has been configured, if required:
- Flag the batch product to Allow Batch Counting. This option is set within the Additional Options section of the Product Detail tab. It lets user include the batch within stock count sheets and stock transfers. (Note that although users can select the product, the counts/movements entered are distributed proportionally across the individual supplied components that make up the batch; they are not applied against the batch itself.)
- Check and allocate allergens against the recipe, as covered in This Article.
- Assign recipe adjustments to account for variations of this recipe, as covered in This Article.
Updating Existing Batch Recipe Products
To edit an existing batch recipe product:
- Head to Inventory Management > Products.
- Locate the required product and select [EDIT] then [PRODUCT].
Within the existing batch recipe product, you can:
Edit Core Product Details
For information on editing product details not specific to Inventory configuration, Click Here.
Assign Specific Batch Recipe Settings
Within the Product Details tab of the batch recipe product, the following settings applicable for batch recipes are available:
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Allow Batch Counting*: Enable this if the batch recipe can be:
- Added into period stock count sheets to enter stock counts against the batch recipe.
- Transferred as a batch recipe between sites using stock transfers.
*Note that if Allow Batch Counting is enabled, the counts/movements are not recorded against the batch recipe itself; they are distributed against the raw components that make up the batch recipe.
Manage Ingredients Assigned To The Recipe
Within the Recipe tab of a product, you can edit an existing ingredient by updating the Quantity field based on the Unit Size shown. You can also remove an ingredient by selecting the delete icon on the relevant row.
If a new ingredient is required for the product, select [NEW RECIPE ITEM].
In the blank row that is added at the bottom, enter:
- Recipe Component: Select the ingredient from the list. (This lists supplied products and other recipes.)
- Quantity: Enter the quantity of the ingredient in the recipe, based on the Unit Size shown.
For reference, the following information is also shown:
- Unit Cost: Displays the cost of one unit of the ingredient, based on the Unit Size shown.
- Cost Net: Displays the total net cost of the ingredient within this recipe based on the quantity.
- Type: Displays the ingredients stock type. (Ingredients can be supplied stock or other recipes.)
Repeat the process to add additional recipe ingredients, then select [SAVE & EXIT].
Increase/Decrease The Size Of The Batch
If the size of the batch recipe that is made up increases or decreases, you can update this so that the recipe reflects the actual ingredient quantities used.
To increase of decrease the size of a batch recipe, within the the Product Sizing section of the Product Detail tab:
- Receiving Unit Name: Update the receiving unit name to reflect the new size of the batch.
- Receiving Units: Specify the number of Base Units in the new Receiving Unit size.
Then select [SAVE & REMAIN].
Once saved, access the Recipes tab.
You should see that the quantity of each ingredient has increased or decreased by the same ratio as the batch size increase or decrease. If the proportion of ingredients remains the same, no changes should be needed. However, review the list of ingredients and update any quantities as required.
Assign Allergens & Nutritional Information
For information on assigning allergens and nutritional information against products, Click Here.
Deleting Batch Recipe Products
If a batch recipe product is no longer required it can be deleted, but only once all ties to inventory have been removed.
This process is the same as deleting a standard recipe product. For details on this process, Click Here.