Recipe Setup 

Understanding the three default Recipe Categories

Each Recipe Type must fall under a Recipe Category. Here's a brief description of each.

For batch recipes:

• Prep Items: Start here! This recipe type is the only type that can be used in other recipes. Examples include anything from dressings, sauces, bases, prepped portions of meats or seafood, cocktail mixers, and batch recipes. Basically, you want a prep item for any recipe you may want to include in another recipe, or when it yields a portion larger than the one you serve on your menu. 

For final dishes and items actually on the menu: 

• Menu Items: These are the actual dishes or “plates” shown on your menu as appetizers, salads, entrees, desserts, etc. They are sometimes called plating procedures, as they can be used as a detailed description of how to assemble a final plate. Menu items are generally single servings of items as they would appear on your menu, and will typically include the combination of multiple prepped recipes.

• Bar: These are recipes for any cocktails or drinks used at the bar. Essentially, Bar Items and Menu Items work the same way in the software, but they're different places to hold your recipes to help keep your menus easy to organize.

Recipe Types

Recipe Types provide a way of organizing your recipes.

When you enter any recipe, you will need to create or select the appropriate "Recipe Type". These must match each of our three recipe categories.  

From Recipes > Setup click "Manage Recipe Types".  You can click to "Add Recipe Type" for each new one created. And you can edit any existing ones as needed.

Here are some examples of Recipe Types:

Equipment 

On the Setup page, you can "Manage Equipment" to generate a list of anything that will be used in any of your recipes. For every piece of equipment you add, you can provide a name, a description, and a photo. As you add new equipment, it is available to select during the creation of any recipe.

As you start to add equipment to recipes, you can return to the Recipes > Setup area to see which recipes are associated with a piece of equipment. Select "Manage Equipment", and select any piece of equipment to view the list of all recipes that use it.

Allergens

If you want to track any potential allergy information, you can add any allergens through the Setup page. Once an allergen has been added, you can associate the allergen with a product. To do this, use the Products page to find the product, then click the "Edit Product" button. On the Edit Product page, a "Manage Allergens" button on the bottom right of the page allows you to associate one or more allergens to that product. 

Once you have your desired allergens in the system, and Products that have allergens associated with them, every recipe will give you a list of allergens based on the products added to the recipe!

More information here: Allergens, Recipes and Products

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