Inventory Product Configuration: Recipe Products – Centegra

Introduction

This article contains information on configuring standard recipes products as part of the Inventory Management module within Cinchio Back Office.

For clarity, a "standard" recipe product is one which is:

A simple product containing ingredients that is sold to customers.
A simple product containing ingredients that is used as an ingredient within another recipe.

This article does not cover recipes handling kitchen production. For details on these types of recipes, Click Here.

Creating A New Recipe Product

Step 1: Create (Or Access) The Product

When creating a recipe product, the first step depends on whether or not the product already exists within your product database:

Creating A Brand New Product
Converting An Existing Product

Creating A Brand New Product

To create a brand new product as a 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 as you know it.
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 group that the product will report to.
Stock Type: Select Recipe.

Select [CREATE & ADD MORE DETAIL] and proceed onto Step 2 below to link ingredients.

Converting An Existing Product

If the product already exists within Cinchio Back Office, you can convert it into a recipe product.

To do so:

Head to Product Management > Products.
Perform a search to locate the required product.
Against the product, select [EDIT] then select [PRODUCT].

Within the Product Details section:

Stock Type: Change this from Other to Recipe.

You'll then be prompted with the Product Sizing window as below. As this is a standard recipe and not for kitchen product, you don't need to change anything here. Just select [SAVE] to accept the default sizes and then processed onto Step 2 below to link ingredients.

Step 2: Link Ingredients To The Product

Once in the product setup page, to link ingredients to the product:

Head to the Recipes tab.
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 3: Assign Additional Settings (Optional)

Once the recipe has been configured, if required:

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 Recipe Products

To edit an existing standard recipe product:

Head to Inventory Management > Products.
Locate the required product and select [EDIT] then [PRODUCT].

Within the existing standard recipe product, you can:

Edit Core Product Details

For information on editing product details not specific to Inventory configuration, Click Here.

Update Recipe Ingredients

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].

Assign Allergens & Nutritional Information

For information on assigning allergens and nutritional information against products, Click Here.

Manage Recipe Adjustments

For information on managing recipe adjustments associated with a recipe product, Click Here.

Deleting Recipe Products

If a recipe products is no long required it can be deleted, but only once all ties to inventory have been removed.

You can only delete a product if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

The process of deleting a recipe product is broken down into 6 steps:

Step 1: Access The Product

To access the recipe product:

Head to Product Management > Products
Locate the required product and select [EDIT] then [PRODUCT].

Step 2: Remove Links To Recipes

The first step is to check that no recipes are using the recipe product as an ingredient.

Within the product:

Select the Used By Recipes tab.
If any products show in this list, access the product(s) and remove the current recipe product as a recipe component from those product(s).

Once the recipe product is removed as an ingredient from other recipes, return to the recipe product.

Step 3: Remove Recipe Components

The next step is to remove any ingredients that are linked to the recipe product:

Select the Recipes tab.
If any recipe components show in this list, select the delete icon against each row until all recipe components are removed.

If you need to remove any, select [SAVE & REMAIN].

Step 4: Remove Recipe Adjustments (If Applicable)

Check to see if the product has any recipe adjustments applied, if recipe adjustments are used within your company's inventory setup.

Within the product setup page, scroll to the Additional Product Information section at the bottom.

To check for price level recipe adjustments:

Select [PRICE LEVEL RECIPE ADJUSTMENTS]
If any price level recipe adjustments exist, select the delete icon on the row to remove them.
Select [BACK TO PRODUCT]

To check for location recipe adjustments:

Select [LOCATION RECIPE ADJUSTMENTS]
If any location recipe adjustments exist, select the delete icon on the row to remove them.
Select [BACK TO PRODUCT]

To check for price and location recipe adjustments:

Select [PRICE & LOCATION RECIPE ADJUSTMENTS]
If any price & location recipe adjustments exist, select the delete icon on the row to remove them.
Select [BACK TO PRODUCT]

Step 5: Remove The Product From Inventory

The next step is to change the product stock type, so that it is no longer an inventory product:

Access the Product Detailed tab.
Change the Stock Type to Other.

Select [SAVE & REMAIN].

The product is now no longer considered as an inventory product.

Step 6: Delete The Product (Optional)

If required, you can mark the also product as deleted. Marking a product as deleted is simply a way of archiving it. The product isn't truly deleted; it is simply hidden away in the background. This allows you to keep a clean product database containing only active products, whilst retaining the relationship between historical data and old products.

To delete the product, whilst still within the product:

Select [DELETE].
Confirm the deletion.

The product is now marked as deleted.

This is a soft delete, so the product can be Recovered if required.