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How Do I Set Up A Recipe Item?

Recipes are generally used to sell an item made up of a number of other items (or ingredient). There are many examples of recipe items:

A recipe is made up of at least one ingredient item. These ingredients must be set up the same as any other item (see How Do I Add A New Basic Item?). These ingredients can be normal items or stock holding items. The recipe item itself is set up like other items but the supplier is set as 'UNK' (unknown) and the order code is immaterial. You then tell the system which items are the ingredients for this recipe. The cost record is set up as a Calculated cost. The system automatically works out the expected cost of the item based on the costs of the ingredient items.

1

Select the Items task from the Main Menu.

2

Start the Items option from the Items menu.

3

Click the New button.
 The following window is displayed.

4

Enter the supplier as UNK and any order code number and click the Add button. The system checks if there are any matching items.

5

If there are no matching items, the system immediately adds the item. Go to 6.

If there are matching items, click the Create Item button.  

6

Enter the Brand, Description and Dept/Cat/Group fields.

7

Select the Ingredients/Kitchen tab.

8

Click the New button above the grid to add a new ingredient.

9

Select the Sales Method, enter the Sequence number and enter the Item Number of the first ingredient in the recipe or use the button to search for the item.

10

Move to the Quantity field and enter the number of this item that appears in the recipe. When the recipe is sold, the system reduces the available stock of each ingredient item by this quantity value. The value to use for the quantity should be obvious from the description and unit of measure (if not then it is questionable as to whether your descriptions and unit of measures are set up as well as they could be). For example, if the description is SCOTCH and the unit of measure is NIP then a quantity of two would indicate that two nips were used when this item was sold. The quantity can be a part quantity. For example, if the item was a SCOTCH 700ML, a quantity of .043 would be equivalent to one nip (.043 * 700ML = 30ML).

11

Enter the Contribution To Sales% value.

12

Click the Save button.

13

Repeat Steps 8-12 for all the ingredients.

14

You now need to set the cost for this item. A recipe doesn't have a direct cost like a carton of beer but you still need to enter a cost. Click the Costs/Sells tab.

15

Click the New button btnSmallNew.gif (1125 bytes) in the Replenishment section.

16

Enter UNK as the supplier who gave us the cost.

17

Enter the location that pays this cost. This can be a specific location or it can be a location group. Press the Tab key.

18

Enter the date this cost becomes effective. The system sets this date automatically to today but you can set it to any date in the future.

19

Set the Cost Type to 'Calculated'.

20

Click the Save button.

21

You now need to set the sell for this item. Click the New button btnSmallNew.gif (1125 bytes) in the Retail section.

22

Enter the location that will sell the item at this particular sell price. This can be a specific location or it can be a location group. Press the Tab key.

23

Enter the date this sell becomes effective. The system sets this date automatically to today but you can set it to any date in the future.

24

The system automatically calculates the expected unit cost for the item. Since this is a recipe item the system attempts to calculate this from the cost of the ingredients. Note that this is an estimate only. If you have set up rounding rules and default margins for items the system also calculates sell prices and margins for you, based on the expected unit cost.

25

Move to the Sell 1 and enter the sell price. The system automatically calculates the margin. Alternatively, you can enter the margin in Margin 1 and the system calculates the sell price. If you want to use more than one sell price, for example for special member pricing, then repeat this for Sell 2 to Sell 5.

26

Click the Save button.

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