You can set any recipe you create to be available to count on Inventory, either when you create the recipe or at any time later. This article will show you how to do this.
It's important to know that when you count the recipe on inventory, the separate ingredients will be broken up proportionally and displayed as individual products in reports such as the Usage Report. So the category cost breakdown of a recipe will reflect it's constituent parts.
Steps to Inventory a Recipe
1. Find the recipe you want by clicking into the appropriate navigation section.
2. Find and click on the recipe, and then click "Edit Recipe"
3. Under the "Recipe Settings" section, check the “Recipe should be inventoried” box.
When you check this box, you’ll see a dropdown list of inventory your count sheets. Select the desired one and choose a section if applicable. To add to multiple count sheets, click the blue “+Add to a Count Sheet” button and repeat the process; to remove it, click the trashcan icon to the right of the count sheet name.
4. Adjusting the Count-By Unit
By default, your count-by unit of measure will be the value you set in the recipe’s yield. In the Coconut Pancake example above, this recipe would default to counting by the "batch". There can only be one count-by for a recipe when on your inventory.
However, you can change the count by to something other than the total yield of the recipe.
To do this, click the box, “I count this recipe by something other than its yield.”
- Enter the unit of measure you would like to count the recipe by (in the example here, by the each)
- Enter how many of this new unit of measure are in the total yield of the recipe (in this case, there are 20 each in 1 batch)
Note: If the new unit is in the same family of measurement, then the quantity and conversion will stay in sync automatically.
For example, if the recipe Yield is already "1 cup" and you want the new count-by Quantity to be "1 gallon", then it will auto-fill the conversion to show "16" cups. If you then update the Quantity to "3 gallons", the conversion will update to "48".
Do you want to be able to count a recipe multiple ways on your inventory?
When taking inventory, there will only be one count-by available for each recipe. The yield is the default, but as explained above, you can add one additional count-by unit to a recipe and select that as the default.
Should you need additional ways to count a recipe, consider creating another recipe that pulls the specific portion size from the original recipe to create the new unit of measure you desire. This new recipe will have the original recipe nested into it and you can change the yield to get another count-by.
This will mean that the original recipe is the only one you need to maintain - any edits done this this original recipe will flow through to any recipe that utilizes it as an ingredient.
PRO TIP: If you have multiple recipes that need multiple count-by options, consider creating a specific Recipe Type to organize the ones that exist solely to offer additional inventory county-bys.
How will this inventoried recipe look on my reports?
When you count a recipe on inventory, the separate ingredients will be broken up proportionally and displayed as the individual products in reports such as the Usage Report.
If these are commissary recipes, see this article for best practices!