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 periods 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 "Find Grid" will display a listing of all of your recipe groups:

Find Grid Definitions:

+ Add, Export, and Search Options:

The blue "+ Add" button is used to add a new transaction.
The "XLSX" button will export the information on the grid to a spreadsheet.
The search option can find any part of a word or date on the grid. When you start typing your search criteria, the search will be initiated.

Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or Delete.

Special Find Grid Search, Filter, and Sort Tools:

Magnifying Glass Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).
(All) Incon: Columns that display "All" have a drop-down arrow on the right that is used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.

The Find Grid includes more tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked. Please click this link for more information on Find Grid Tools - FAQs.

Recipe & Sales Item Group Tab:

In the below example, we have selected to add a new Recipe Group for Recipe Breakfast Items:

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 the 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.