You can set any recipe to be available to count on Inventory. By default, your count-by unit of measure will be the recipe’s yield, but you can adjust this and create a new count-by if desired.
It's important to remember that when you count a recipe on inventory, the separate ingredients will be broken up proportionally and displayed as the individual products when you are looking at reports in [me].
What you'll learn
- Steps to Inventory a Recipe
- Counting a recipe multiple ways on your inventory
- How an inventoried recipe looks on reports
Video Walkthrough
Steps to Inventory a Recipe
1. Find the recipe you want and click on it to open. Click "Edit Recipe" in the upper right corner.
Prepared Items are the most common recipes added to an inventory.
2. Under the "Recipe Settings" section, check the “Recipe should be inventoried” box.
When you check this box, you’ll see a dropdown list of your count sheets. Select the desired one and choose the count sheet section if applicable. To add this recipe 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.
3. Adjusting the Count-By Unit
The default count-by unit of measure is the recipe’s yield and only one count-by is allowed on inventory. If a recipe makes 4 batches, it would default on inventory to be counted by the "batch".
To change the count-by to something other than the recipe yield. click the box, “I count this recipe by something other than its yield.”
- Enter the desired unit of measure (in the example here, counting by the "each")
- If the new unit is not in the same family of measurement, then you will need to enter how many of these new units are in the total yield of the recipe (in this case, there are 20 each in 1 batch).
Note that MarginEdge can automatically convert a unit of measure that, for example, goes from gallons to cups, or pounds to grams. We just need your help getting it right when when it changes from weight to volume or is counted by something like "each".
How 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 change this by adding a new count-by unit to a recipe.
If you need multiple ways to count a recipe, we recommend creating a nested recipe that uses the original recipe as an ingredient. This will pull the specific portion size from the original recipe - the yield of this new recipe will create the additional unit of measure for your count sheet.
The bonus here is that original recipe is the only one you need to maintain! Any edits done to this original recipe will flow through to all nested recipes 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 the inventoried recipe translate to my reports?
Even though the recipe will show on your inventory as one item that is available to count, you won't see that recipe appear as a single item on any other reports. Instead, the separate ingredients will be broken up and displayed proportionally as individual products in reports such as the Usage Report.
This means that if your recipe includes a combination of products that fall under dairy, proteins and dry goods, the recipe will break down proportionally on the [me] reports to reflect these component costs across each of the categories.
PRO TIP: If these are commissary recipes, see this article for best practices!