Inventory Item Setup - Add/View Recipe Items
Overview:
The setup feature for Inventory Items contains multiple tabs and there are quite a few fields on each tab. To keep our help 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 Items tab on the Inventory Item Setup feature.
Things to Know!
- The Recipe Items tab shows all of the recipes that the inventory item you are viewing is used as an ingredient.
- It also shows the Recipe Unit used and the quantity used in each Recipe Item.
- An Inventory Item can be added to a Recipe Item using this feature.
- Recipe ingredients are normally set up via the Recipe Items Setup feature. The Recipe Items tab is just a convenient way to see where an inventory item is used in recipes or to make a modification that is common to multiple recipe items that it is used.
Inventory Item Setup - Recipe ItemsTab:
The Recipe Items tab is one of the multiple tabs displayed in the Inventory Item Setup feature. An example is below:
The Recipe Items tab will display all of the Recipe Items for which the Inventory Item you are viewing, is used as an ingredient. It will also list the Recipe Unit, the quantity of Recipe Units, the Recipe Unit Cost, and the Total Cost for the inventory item you are viewing. If Yields are enabled in your company settings, it will also list the Yield %.
You can change the recipe unit, the quantity, and the yield %, or enter a comment (the fields in light blue) on this screen. This feature is handy if you have 3 or 4 recipes that you want to make the change for this inventory item, at the same time.
If you wanted to use a different recipe unit, you could change it for multiple Recipe Items here. Or you could make a change in the quantity of a recipe unit that is common to multiple recipe items.
Please note that there is another way to make "mass changes" to ingredients in recipe items via the Ingredient Switch feature that is available via Recipes & Sales>Maintenance>Ingredient Switch.
Using this Feature to Build Recipes:
Normally, Recipe Items are set up via the Recipe Items Setup feature, and this feature for Recipe Items is only used for viewing purposes or to make changes to multiple recipes for the item you are viewing as described above. However, you can add the inventory item you are viewing to a recipe from this feature.
To provide an example, some customers only want to track the cost and usage of their more expensive or highly used inventory items in Recipes versus taking the time to build out detailed (all ingredients) recipes. For example, if we only want to track the above "3-1 Round Beef Patty" as the only ingredient in our hamburger recipes items, then we can add an ingredient to the Recipe Item by clicking the plus button on the top right of the display (please see the example below):
When the plus button is clicked, a search of all Recipe Items is launched. In the below example, we typed in "burg" to find our hamburger recipe items.
If we were to select the Brie Burger from the above search, it would be added to the display of Recipe Items that this inventory item is used in, and we could enter the ingredient information (see below):
Sales Items: The reason this approach for building limited recipes works is because COGS-Well creates a recipe item that is flagged as being sold (a "Sales Item") automatically when we interface to your POS. This results in all of the hamburger Sales Items being added to the database and therefore available in the plus button search.
Save or Exit:
Save - Click the save button to save your entry.
Exit - Click the exit button to exit. If you have made unsaved changes, you will be asked if are you sure.