Recipes represent the finished menu items that are sold to clients and produced by the kitchen. They combine ingredients, sub-recipes, pricing, and operational details into a single record. Proper recipe setup ensures accurate costing, reporting, menu display, and production workflows.
The Recipe screen is typically organized into the following key sections:
- General Information (name, group, status)
- Costing & Pricing
- Ingredients / Components
- Production Details
- Sales & Visibility Settings
Before creating recipes, ensure the following items are configured:
Required Setup:
- Ingredients
Must be created first with costs and unit conversions - Recipe Groups
Used to categorize recipes for reporting and sales visibility - Revenue Categories
Needed for financial tracking and tax alignment - Units of Measure
Required for accurate quantity and costing calculations
Required Setup:
- Ingredients
Must be created first with costs and unit conversions - Recipe Groups
Used to categorize recipes for reporting and sales visibility - Revenue Categories
Needed for financial tracking and tax alignment - Units of Measure
Required for accurate quantity and costing calculations
Recommended Setup Sequence:
- Set up Units of Measure
- Create Ingredients
- Configure Recipe Groups
- Define Revenue Categories
- Create Recipes
A. Adding a New Recipe
- Go to Data Items on the left side panel.
- Click Food Management in the navigation bar.
- Click Recipe Management (All Items).
- Click on the New Entry button.
- Enter the recipe information.
- Click on Save.
B. Editing an existing recipe
- From the Recipe Management (All Items) screen, on the Action column, click the pencil icon.
- Edit the desired information, click Save to save the changes.
FIELD DEFINITIONS:
Recipe Name
- The name displayed across the system (sales, reports, kitchen)
- Should be clear and standardized
Recipe Group
- Determines where the recipe appears in menus and reports
- Controls visibility for sales vs. kitchen use
- Must align with your group hierarchy
Status (Active/Inactive)
- Controls whether the recipe is available for selection
- Inactive items remain in reports but cannot be used in new orders
Revenue Category
- Links recipe to financial reporting and tax rules
- Required for accurate accounting
Cost
- Automatically calculated based on ingredient costs
- Updates dynamically when ingredient pricing changes
Price
- Selling price of the recipe
- Can be adjusted based on margins or event pricing
Ingredients / Components
- List of ingredients and/or sub-recipes
- Includes:
- Quantity
- Unit of measure
- Cost contribution
Yield / Portion Size
- Defines how much the recipe produces
- Impacts cost-per-unit calculations
Visibility Settings
- Determines where the recipe appears:
- Sales interface
- Kitchen production
- Reports
Production Notes
- Instructions for kitchen staff
- May include preparation steps, plating, or handling