Recipe Group Setup

Overview:

Recipe Groups are used to organize Recipe or Sales Items into groups that simplify data entry or provide more detailed reporting. 

Things to know!

• This feature will only be accessible and visible to users who are given access to this feature. 
• Recipe Groups are not required.  They are helpful, however, for simplifying data entry and for fine-tuning reports (most reports can be run by Group).
• It is common to set up Recipe Groups for prepared items and sales items. 
• A recipe or sales item can be assigned to multiple recipe groups. 
• The Source for a new Group will be Items, but a Recipe Department or Category can be selected as the Source to provide reporting from a specific Source. An example is using Recipe Categories as a Source to provide reporting for desired meal period such as breakfast (see below for more detail).

Add or Edit Recipe & Sales Item Groups:

To add, review, edit, or delete Recipe Groups, navigate to Recipe & Sales>Setup> Recipe Groups.  Upon selection, a screen similar to the one below will display a listing of all of your recipe groups:

The blue "+ Add" button is used to add a new Group. The "LS button" will export the row information on the recipe group find grid to a spreadsheet. The search option can be used to find any part of a word or date on the recipe group find grid. Type in your search criteria to initiate the search. 

If you select to add or edit a Recipe Group, a screen like below will display:

Recipe & Sales Item Group Tab:

Item Group Name: The name of the group (required field).

Source: The default Source for a new group is Items (Recipe Items). However, for special data entry or reporting requirements, you select a Recipe Department or Category as the source when you add a new group.

For example, If you wanted only the recipe items that you serve for Breakfast to show up on a report, you could add a group named "Breakfast Recipe Items" and then use the dropdown to select Recipe Categories as the Source. An example is below:

To Assign the Breakfast Recipe Categories to the new group, we will click on the Categories tab that appears after Recipe Categories are selected as the Source. In the below example, we have used the dual list box to assign the Breakfast Recipe Categories to the Breakfast Recipe Items group:

Active: Active is the default setting for this field and active is indicated by a checkmark. If you click on the box and remove the checkmark, the Group will become inactive, but can later be made active again. 

Available to All Sites: This option is only available if you are logged into your Company (versus a site). The system default is to make a group available to all of your Sites. If you want to assign a group to only the Sites that apply, then click the box to remove the checkmark and a tab for assigning Sites to this Group will be made available.

Items Tab:

If Recipe Items are selected as the Source then the items can be selected for the group by clicking on the Items tab as shown in the example below:

Available and Selected: Listed under the Available column are all the Recipe or Sales Items that are available to be assigned to this group. Listed under the Selected column are all the Items that have been assigned to this group. To move an Item from one selection to another, check the box by the Item or Items you want to move and then click the arrow direction < or > that you want to move them to.

Control the Order that Items Display or List: You can change the order a selected Item will display or be listed within a group. To move a selected item up or down in the list, use your mouse to click and hold the icon to the right of the item you wish to move and drag the item up or down in the list.

Copy Items: The Copy Items button at the bottom left of this display can be used to copy the items that you have assigned to a different Recipe Group, into the Recipe Group you are viewing. If you click on this button, you will be asked to select the group to copy the items from.

Sites Tab:

If you select to assign this Group to specific Sites, then a Sites tab will be added. Click on the Sites tab a screen like the one below will display. 

Available and Selected: Listed under the Available column are all the Sites that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Sites that have been assigned to this Group. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > that you want to move them to.

Save, Delete, and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Delete - Deletes the Group. You will be asked, "Are you sure"?

Exit -  Exits without saving any new entries or edits.