Inventory Item Setup - Recipe Information

Overview:

The setup feature for Inventory Items contains multiple tabs and there are quite a few fields on each tab. To keep our articles concise, we have therefore created multiple help articles to cover all aspects of the inventory item setup feature. This article will focus on the Recipe Information fields on the Inventory Item tab.

Things to know!

Recipe information is required for any inventory item that you plan to use as an ingredient in a recipe.
An Item's Pack Size is automatically assigned to a new item via COGS-Well's Standard Pack Size Definitions library, the Primary Measure Class and Recipe information will also be automatically configured, based on the Pack Size.
Additional Measure Classes and Recipe Units can be configured for an inventory item.
This link provides added detail about Configuring Recipe Units for Added Measure Classes.

Inventory Item Setup - Recipe Information:

The Recipe Information section of the Inventory Item Setup display, for "Onion Red 5#", is highlighted below in red. The Used in Recipes box is checked which enabled the other fields in the Recipe Information area to display.

The Primary Measure Class (Weight), the Recipe Unit Type (Wz), and the Recipe Units per Pack (80) were automatically assigned when the 5 Lbs Pack Size was recognized via COGS-Well's Standard Packaging Definitions library. Our Auditors also review all of the assignments to ensure accuracy.

The Default Recipe Unit was automatically configured based on the Primary Measure Class. The Recipe Unit configurations for Volume and Count were manually added. The Recipe Information fields for Combined Items and Recipe Items are the same as above. More detail on the Recipe Information fields is provided below:

Primary Measure Class: In COGS-Well, each new inventory item is automatically assigned a Primary Measure Class of either Weight, Volume, or Count based on how the item is priced by the vendor. For example, an item priced by the pound will be assigned a Primary Measure Class of Weight. An item priced by the gallon will be assigned a Primary Measure Class of Volume.

Recipe Unit: COGS-Well automatically assigns a Recipe Unit configuration to a new inventory item. The configuration will include how many recipes per pack (the "Recipe Unit Factor"). In the above example, there are 80 Wz(s) in a 5 Lbs Pack. This configuration provides the ability to calculate a cost for a Recipe Unit and to determine theoretical usage from sales.

Changing Recipe Units: The assigned Recipe Unit and Factor can be changed using the drop-down search option to select a different Recipe Unit Type. Once you select a new Recipe Unit the Factor will automatically reconfigure. For example, if we changed the Recipe Unit Type for the Onion above from Wz to Gram, the Recipe Unit Factor will auto-reconfigure to 2267.962.

Recipe Unit Library: COGS-Well provides a "Recipe Unit Library". The drop-down selection for any Recipe Unit will search the library associated with its Measure Class. The library contains common recipe unit definitions along with the Recipe Unit Factor.

Configuring Additional Measure Classes: If you want to use the onions in the above example as an ingredient by volume (a Cup is used in Salsa), or by Each (3 onions are used in Chili), then you can add recipe units for additional measure classes. This article on Configuring Recipe Units for Added Measure Classes will explain this process in detail.

Default Recipe Unit: The default Recipe Unit defines the recipe unit you will most commonly use to enter the number of recipe units used in a recipe. It will default to the recipe unit type that is associated with your primary measure class, but you can change it by using the drop-down to select a different default recipe unit.

Please know that when you are using an ingredient in a recipe item, the default recipe unit will display first, but you can still select a different recipe unit than the default.

Use of Grams: If you want to build all of your recipes using grams then you can set grams as your default recipe unit. If your primary measure recipe unit is weight, then COGS-Well can automatically calculate the grams per pack when it knows the pack size.

If your primary recipe unit is volume or count, since there are no standards for conversion, you will need to add weight as a measure class, select grams as the recipe unit, and enter a factor for grams as explained above.

Modifying Recipe Units: If you have already built recipes using a certain Unit of Measure class (weight, volume, or count); or if you have utilized a recipe unit type in a recipe that you would now like to change (such as you used FZ and you now prefer cup), then first make the necessary recipe unit changes or additions to the inventory item(s) as described above, and then make changes to your existing recipes.

Combined Item Assignment:

The bottom field of the Recipe Information display enables you to assign an inventory item to a Combined Item, or if the item is already assigned to a Combined Item, then the Combined Item name will be displayed. Please use these links for more information on Combined Item - FAQs or Setting Up Combined Items.

Special Function Buttons:

The buttons below will display at the bottom of the Inventory Item Tab:

Save - Saves the entry or entries without exiting.

Delete - This button is only available to a system administrator. It deletes the Item from your database. You will be asked, "Are you sure"? Please be aware that deleting an Item will delete it from all Sites. If you delete an item in error, there is an Un-Delete function in Tools. Click this link for more info Un-Delete Function.

Exit - Exits without saving any new entries or edits.

Merge Into an Existing Item: This feature is only available to a system administrator. It will merge the transaction activity for this item into an item you select to merge it with and the current item will be gone from the database.

The Merge option is very powerful and it is not recommended that this function be used unless you are very familiar with when and why to use the merge function. Please see the Merge Inventory Items article for more information.

Show Last Image: Clicking this button will display the invoice image in a separate tab on your browser.