This article reviews the Recipe Items page within Smart Ops. Here, Users can view, edit, and create Recipe Item Records. 



Article Topics

Overview


The Recipe Items page lists all active and inactive Recipe Item Records that have been created in the database. 


Recipe Items, along with Purchased Items and Sales Items, make up Inventory in R365. Extra care should be taken when creating these various Inventory Items, as they will have a lasting financial impact on Inventory Counts and Menu Item to Recipe Assignments. 


Recipes are linked to Menu Items, and drive theoretical usage calculations. It is recommended that a Recipe Item Record is created for each Recipe and Sub-Recipe that will be reported on or used for Actual vs. Theoretical Analysis. An unlimited number of Recipes and Sub-Recipes can be created in the R365 Operations Module. Once a Recipe has been created, it can then be used as an Ingredient (a Sub-Recipe) on any other Recipe. 


Recipes can also be counted during Inventory Counts when tagged as 'Available in Inventory'. When tagged, additional settings for Inventory UofM and Item Categories will be active for the Recipe Item Record.


Security


Users with the following Permission will be able to access the Recipe Items Page:

  • Food → Recipes → View Recipes
     

Learn more about managing Permissions and Custom User Roles here. The Permission Access Report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.



First, navigate to Smart Ops. In the left navigation menu, click 'Recipes' under 'Food Admin' to open the Recipe Items page.



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Recipes Items Grid




The Recipe Items grid displays all Recipe Item Records. Clicking on a row will open the associated Recipe Item Record in a new tab.


Columns

 

The Recipe Items grid contains the following columns:


  • Name - The name for the Recipe Item as it will appear throughout R365. Recipe Item names must be unique

  • Avg Cost - Average cost of the Recipe across all Locations

  • Reporting UofM - This UofM represents the most common way the Item is compared across multiple Locations

  • Min Cost - Minimum cost of the Recipe across all Locations

  • Max Cost - Maximum cost of the Recipe across all Locations

  • Yield UofM - Unit of Measure used associated with the Yeild Qty

  • Yield Qty - The total yield quantity of the Recipe

  • Inventory UofM - The Unit of Measure used for this Recipe Item in Inventory Counts
     
  • Inventory UofM2 - Second optional Unit of Measure for Inventory Counts

  • Inventory UofM3 - Third optional Unit of Measure for Inventory Counts

  • Category 1 - Item Category 1

  • Category 2 - Item Category 2

  • Category 3 - Item Category 3

  • Barcodes- The Barcodes associated with the Recipe Item
  • Cost Account - GL Account where the costs associated with this Recipe will be recorded.

  • Inventory Account - GL Account where the Inventory Asset Value associated with this Recipe will be recorded.

  • Key Item - Indicates that the Recipe is a Key Item. Key Items can be filtered for on various Inventory reports.

  • Location Group - Locations the Recipe will be available for. Learn more about Location Groups for Operations here.
     
  • Number - Optional numerical identifier for the Recipe. Used for sorting and filtering purposes.

  • Description - Information about the Recipe (for reference only)

  • Cost Update Method -Indicates the method used to update the cost of the Recipe:
    • On Demand - This option will not update nightly but is updated when using the 'Update Recipe Costs' function

    • Nightly - This option will automatically update the recipe cost nightly based on the most recent Approved AP transactions. This can also be triggered by the 'Update Recipe Cost' function

    • Manual - This option will only update if the field is edited by a User. This does not automatically update the cost for this specific Recipe or update the costs when the 'Update Recipe Cost' function is clicked

  • Active - Indicates that the Recipe Item is Active. Only active Recipes can be selected as an Ingredient on other Recipes and counted on Inventory Counts (if made 'Available in Inventory')

  • Available in Inventory - Indicates if the Recipe can be added to Inventory Counts

  • Weight Qty - Quantity of 'Weight UofM' used for UofM conversion calculations

  • Weight UofM - UofM associated with 'Weight Qty' used for UofM conversion calculations

  • Volume Qty - Quantity of 'Volume UofM' used for UofM conversion calculations

  • Volume UofM - UofM associated with 'Volume Qty' used for UofM conversion calculations

  • Each Qty - Quantity of 'Each UofM' used for UofM conversion calculations

  • Each UofM - UofM associated with 'Each Qty' used for UofM conversion calculations

  • Measure Type - The manner in which this item is measured throughout the system.
    • Weight
    • Volume
    • Each


From the Recipes grid, Users can perform the following actions:


  • Search- Search the list for specific keywords
  • Table Views- Save/edit Table Views
  • - Filter column information
  • Columns- Rearrange table columns
  • Export- Export the table to a .csv file
  • Refresh- Refresh the table

 

Learn more about working with Smart Grids here.


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Bulk Edit

 

The following fields can be edited through the Bulk Edit menu:

  • All Recipe Items
    • Location Group
    • Active
    • Cost Update Method

  • Recipe Items 'Available In Inventory'
    • Key Item
    • Item Categories
      • Category 1
      • Category 2
      • Category 3
    • GL Accounts
      • Inventory Account
      • Cost Account
      • Waste Account

 

Edit


Check the checkbox for one or more Items to display the Bulk Edit menu at the bottom of the page. 

 

 

 

Once all of the desired Items are selected, click the pencil  icon to open the Bulk Edit form.



Select the Attribute to edit, then enter the Value that should be assigned to the selected Item(s). 

  • Note: The Value options are dependent on the Attribute selected. 


Click to save the changes to all of the selected Item(s), or clickto close without saving.


Attributes & Values

 

Location Group - Select Location Group(s) by checking the corresponding checkbox(es). Learn more about Location Groups here. 

  • Note: Only Location Groups that have been allowed for Operations will be listed.
     

Graphical user interface, text, application, email Description automatically generated


 

 

Active - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is active; 'No' indicates that the Item is inactive.

 

Application Description automatically generated with low confidence


Cost Update Method - Select from:

  • On Demand - This option will not update nightly but is updated when using the 'Update Recipe Costs' function

  • Nightly - This option will automatically update the recipe cost nightly based on the most recent Approved AP transactions. This can also be triggered by the 'Update Recipe Cost' function

  • Manual - This option will only update if the field is edited by a User. This does not automatically update the cost for this specific Recipe or update the costs when the 'Update Recipe Cost' function is clicked


Key Item - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is a Key Item; 'No' indicates that the Item is not a Key Item.

 

Graphical user interface, application Description automatically generated

 

 

Item Categories - Select the appropriate option for each Category by using the drop-down menu

 

Graphical user interface, application Description automatically generated

 

GL Accounts - Select the appropriate option for each GL Account by using the drop-down menu. The drop-down menu can be filtered by entering part or all of a GL Account's number or name.   


Graphical user interface, application Description automatically generated


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Inline Editing

 

The following fields within the Recipe Item grid can be edited directly on the page without opening the Recipe Item Record:

  • Category 1
  • Category 2
  • Category 3
  • Cost Account
  • Inventory Account
  • Waste Account
  • Key Item
  • Number
  • Description
  • Active
  • Cost Update Method

 

Learn more about inline editing on Smart Grids here. 


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Creating New Recipe Item Records

 

To create a new Recipe Item Record, click the '+ Create' button. A blank Recipe Item Record will open in a new tab. 



The following fields are required before the new Recipe Item Record can be created and saved:


  • General Tab
    • Name
    • Type
    • Measure Type
    • Reporting UofM
  • Recipe Tab
    • Yield Qty
    • Yield U of M
    • Portion Size
    • Portion U of M


Learn more about Recipe Item Records here. 

 

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