Ingredients/ Recipes Guide

By Caresse | Updated


You can use recipes and ingredients to monitor your inventory down to the ingredient level. For example, if you sell a sandwich, you can create ingredients such as bread, ham, and cheese. If a recipe is created, this feature will automatically deducted ingredients from your inventory when the product is sold.

Note: If the product has Track In Inventory turned off, the ingredients attached to the product will be subtracted from ingredient inventory, but the product itself will not be tracked. This setting can be found under the basic product details of an item.


Creating Ingredients

Before creating a recipe, you will first need to create the ingredients you plan to track. For example, if you are selling a burger, you would want to add each of the burger ingredients such as the bread, meat, cheese, etc:

  1. In the Management Console ([yoursubdomain], navigate to the Products tab and then click Ingredients from the left sidebar.
  2. To create a custom unit type, click the scale icon in the top right of the Ingredients page:

  3. To add an ingredient, click Add Ingredient. Fill out the required fields:
    • Name
    • Cost
    • Unit of Measurement:

  4. Some helpful elective fields are:
    • Barcode
    • Low Stock Threshold
    • Primary Vendor
    • Default Reorder Quantity
    • Default Reorder Price
  5. Click Save to create your ingredient.
  6. Repeat steps 1-3 to create more ingredients.

Attaching Ingredients to Products through Recipes

Once you have all your ingredients created, you can attach the ingredients to the products by creating Recipes:

  1. Start by navigating to the Products tab.
  2. Locate the product you want to create a recipe for.
  3. Click the R icon to the far right of the product name:

  4. Click Add New Ingredient. Then, start typing the ingredient name in the search box and select the correct ingredient or product.
  5. Enter the quantity of the ingredient in one serving of the product. For instance, if a cheeseburger contains 7 oz. ground beef per order, enter 7 oz. in the QTY field.
  6. Repeat steps 4-5 to add the remainder of your ingredients.
  7. Then, click Save:

Attaching Ingredients to Modifiers through Recipes

You can create recipes for modifiers so the ingredients attached to the modifiers will only pull from your inventory quantities if the modifier is selected at the time of sale. To create a recipe for a modifier:

  1. Beging by navigating to the Products tab and then selecting Modifiers from the left sidebar.
  2. Locate the modifier you'd like to create a recipe for by clicking the plus sign to expand the modifier class. Click the R icon to the far right of the modifier name:

  3. Next, select Add Ingredient and start typing in the name of the ingredient or product you want to include in the recipe. Select the correct item from the options that appear.
  4. Enter the quantity per one serving. For example, if one serving of lettuce is 2 leaves, enter 2.
  5. Then, click Save:

Primary Stock Units

Primary Stock Units allow you to track your inventory in larger quantities or smaller quantities. For example, you may sell ground beef by the ounce, but purchase and receive it by the pound:

  1. Navigate to the Products tab and then click Ingredients from the left side.
  2. Click the Pencil icon next to the ingredient.
  3. Scroll down to the Stock Units section on the bottom of the page.
  4. Click +Add a Stock Unit. Then enter the unit name (eg. Pound).
  5. In the Conversion field, enter how many individual units of this item go into the stock unit. For example, 1 bottle of wine equals 25 ounces.
  6. Lastly, check the Primary box next to a stock unit. This will give you the ability to switch between the unit of measurement and primary stock unit when working in the Inventory tab:

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