Create or Update a Sub Recipe

1. Click + New Sub Recipe button at the upper-right (or under the Actions column click the corresponding pencil button of an existing Sub Recipe).
   
   
2. On the New/Update Sub Recipe pane that appears:
   
1. The Save/Update button will be greyed out, and you will not be able to save a new Sub Recipe without all Mandatory fields (marked by an *) filled in.
   
   

2. Basic Details – General
   

1. 
1. Name – (Mandatory) Enter the Name of the Sub Recipe, which can’t exceed 25 characters.
   
2. Inventory Unit – (Mandatory) Select the unit of measure from the previously-configured list of In House Unit dropdown options.
   
3. Par Level – Set the Par Level, which will be based on the selected Inventory Unit.
   
4. Calculate COGS on Cost Price – If Enabled (set to YES), the Cost Of Goods Sold (COGS) will be calculated based on the Cost Price itself.
   
1. If Disabled (default), COGS will calculate based on Purchased Price.
   
5. Preparation Notes – Enter any notes (if necessary) for this Sub Recipe.
   
   

3. Basic Details – Price
   

1. 
1. Quantity – (Mandatory) Enter the Quantity for this Sub Recipe.
   
2. Yield % – (Mandatory) Will be 100 by default. Edit the value as needed (can’t be greater than 100).
   
3. Price Per Unit – (Mandatory) Enter the Price Per Unit.
   
4. Weighted Average: Will appear when Weighted Average is chosen in Central Inventory Settings screen. Based on the ingredient selection (Inventory Item, Sub-Recipe, Manual Entry), the price of the weighted average will be determined. This is not editable.
   
1. Example: When the inventory item is chosen, the Weighted Average price will be pre-populated based on the selection and the Cost will be determined based on the entered Quantity. The Price Per Unit and Weighted Average will be calculated based on the Ingredient and Quantity for the Sub Recipe.
   
   

4. Basic Details – Storage
   

1. 
1. Primary Storage – (Mandatory) Select the Primary Storage Location from the dropdown list of Storage Locations options at the Store.
1. Click + New Storage to create a New Storage location. On the New Storage Location pane: fill in the Name (Mandatory) and Description (if needed, maximum 150 characters), then click Save. For more information, see the Storage Locations knowledge article.
   
2. Secondary Storage: Select the Secondary Storage Location from the list of dropdown options, previously created in the Storage Location tab. Here, the user has the provision to create the new Storage Location.
   
   

5. Ingredients
   

1. Inventory Items
   

1. You can add multiple Inventory Items for a single Inventory Menu Item. Click + Add Inventory Item, a row in the table containing the following columns will be added:
   
1. Level - Select either Category or Subcategory from the dropdown.
   
1. If Category, select a Category from the dropdown and the Sub Category option will be greyed-out.
   
2. If Sub Category, then select the Category followed by a Sub Category within it.
   
2. Item - Select an item from the dropdown (you can being typing the name in the Search bar to find it more quickly).
   
3. Recipe Unit - The recipe unit will be calculated based on the inventory item.
   
4. Unit Price - This will be displayed based on the inventory item screen and it is non-editable.
   
5. Quantity - The quantity will be editable, and user can edit it and based on this edit the Cost Price will change.
   
2. The Delete (trash can) icon appears to the right of each row, and when clicked then the line item will be deleted.
   
   

2. Sub Recipes
   

1. Click + Add Sub-Recipe, a row in the table containing the following columns will be added:
   
1. Item - Select an item from the dropdown (you can being typing the name in the Search bar to find it more quickly).
   
2. Recipe Unit - The recipe unit will be calculated based on the inventory item (which is created in inventory item screen for that item).
   
3. Unit Price - This will be displayed based on the inventory item screen and it is non-editable.
   
4. Quantity - The quantity will be editable, and user can edit it and based on this edit the Cost price will change.
   
5. Cost - The Cost of the Sub Recipe.
   
   
2. The Delete (trash can) icon appears to the right of each row, and when clicked then the line item will be deleted.
   ​
   
   

3. Manual Entry
   

1. Click + Add Manual Entry, a row in the table containing the following columns will be added:
   
1. Manual Entry - Type the name of the ingredient in the field.
   
2. Unit Price - Enter the amount of the price per unit.
   
3. Quantity - Enter the desired quantity of the ingredient.
   
4. Cost - The Cost of the ingredient.
   
2. The Delete (trash can) icon appears to the right of each row, and when clicked then the line item will be deleted.
   ​
   
   

4. Total Costs
   

1. The respective Total Cost for the 3 Ingredients options (Inventory, Sub-Recipe and Manual Entry) will be displayed, followed by the Total Cost then the Menu Price.
   
   ​

6. Recipe Units
   

1. Multiple Recipe Units can be created for a single Sub Recipe. All mandatory fields under Basic Details must first be filled-in. Click + Add Recipe Unit, and a row representing a Recipe Unit will be added, with the following columns:
   
1. Item – pre-populated as the selected Inventory Unit under Basic Details.
   
2. Recipe Unit – Select the measurement from the dropdown list of In House Units.
   
3. Recipe Quantity – Enter the desired Quantity of the selected Unit (will auto-populate based on the Item and selected Recipe Unit).
   
4. Recipe Price – Auto-calculated based on the below provided Ingredients (not editable).
   
   
2. Delete (trash can icon) – Click and the Delete pop-up appears. Click Delete to confirm or Cancel / X Close to keep the item.
   
   
3. When ready, click Save / Update at the upper-right. You're returned to the main Sub Recipe page where a confirmation banner appears at the upper-right. If a new Sub Recipe was created, it will be added as a row in the table.