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How to Import Recipes Through Import/Export

By Kelsey | Updated

The import recipe tool allows you to import product, modifier, and ingredient recipes.

Please Note: Every ingredient in the recipe import must exist in the Management Console prior to the import.


Contents


How to Export the Recipe Template

To use the import recipe tool, you must first export the correct template. To do this:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Products tab.
  2. Click the Import/Export button and select Recipes from the drop-down menu:

  3. On the Export Recipes page, select the export details:
    • Basic: Select this option if you want to export the standard columns as well as your current recipes. The standard columns include: Product Name, Product Barcode, Product SKU, Product Class, Product Category, Product Subcategory, Recipe Entry, Recipe Entry Type, Recipe Entry Barcode, Recipe Entry SKU, Quantity, Unit, Cost, Sort, and Delete.
      • Please Note: Recipe Entry refers to a line in a recipe, like 2 cups flour or .5 cup cream. We do not refer to these as ingredients since that term is is already in use for a Revel-specific feature.
    • Advanced: Select this option if you want to export the standard columns as well as additional columns like Categories and Classes. The advanced option will export your current recipes.
    • Empty Template: Select this option if you only want the basic columns without exporting your current recipes.
    • Recipe Type: From the drop-down menu, select if you are importing recipes for Products, Modifiers, or Ingredients:

    • Export Type: Select Basic, Advanced, or Empty Template.
    • Option: Leave the boxed checked if you want only your active products to appear in the export. Uncheck the box if you want both your active and deactivated products to appear in the export.
  4. Once you've selected your export details, click Export:

  5. The file will export to your computer.

How to Use the Recipe Template

After you've exported the template following the above steps, open the file. Fill it out as so:

  1. Rows 1—17 provide instructions for how to use the template.
  2. The following columns MUST be filled out or the import will be rejected:
    • Product Barcode or SKU (Columns B & C): Only one of these must be filled out. This is the barcode or SKU of the product (or modifier/ ingredient depending on your selection) that the recipe will be attached to.
    • Recipe Entry Type (Column H): Enter Product or Ingredient in this column. Revel supports both products and ingredients in recipes, so specify that here.
    • Recipe Entry Barcode or SKU (Columns I & J): At least one of these fields MUST be filled out for the important to upload successfully. These are the barcodes and SKUs of the ingredient or product recipe entries (i.e., the SKU for the recipe entry flour).
  3. The following columns are optional:
    • Product Name (Column A): This is the name of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product name in multiple rows.
    • Product Class (Column D): This is the class of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product class in multiple rows.
    • Product Category (Column E): This is the category of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product category in multiple rows.
    • Product Subcategory (Column F): This is the subcategory of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product subcategory in multiple rows.
    • Recipe Entry (Column G): This is the name of the ingredient you are attaching to the product. As noted above, Revel accepts both products and ingredients which is to be specified in the Recipe Entry Type column.
    • Quantity (Column K): This is the amount of the ingredient in one unit of the product.
    • Unit (Column L): This is the specific unit used for the ingredient. Please note: The unit needs to exist in the Management Console prior to the import.
    • Cost (Column M): This is the cost of a single unit of the ingredient.
      • Please Note: Cost is a static, information entity. It cannot be edited via import.
    • Sort (Column N): This is the order in which the recipe entries will appear on the Recipe page of the Management Console.
    • Delete (Column O): Enter False if this recipe entry is to be active. Enter True if you want to delete the recipe entry from the recipe:

  4. Once you've added your recipe entries, save the file to your computer. The file MUST be saved as one of the following depending on what recipes you are importing:
    • Product_Recipes
    • Modifier_Recipes
    • Ingredient_Recipes

How to Import the Recipe Template

After you've saved the file, it's time to import it. To do this:

  1. On the Management Console, go to the Products tab.
  2. Click the Import/Export button and select Recipes from the drop-down menu:

  3. Scroll to the Import Recipes section.
  4. Click Choose File and attach the saved Excel file.
  5. Then, click Import:

  6. The upload is an offline process. You will receive an email once the file is done process.
  7. In the email, check the Error line. If any errors occurred, the email will state what the issue was. Fix the issue in the spreadsheet and repeat steps 1-5 until there are no errors and all entries were added successfully.

How to Manage Recipes at the Product Level via Import/ Export

Once you've attached recipes to products, you can manage the Total Recipe Cost, Prep Recipe, and Prep Recipe Yield details via the import/ export tool. To do this:

  1. On the Management Console, go to the Products tab.
  2. Click the Import/Export button and select Products from the drop-down menu:

  3. On the Export Products page, select the following export details:
    • Export Type: Select Advanced.
    • Export Contents: When you click into the empty field, a menu will appear. Select Recipe under the Includes section:

  4. Then, click Export.
  5. Open the exported file.
  6. You'll see the basic Product export, along with three additional columns:
    • Total Recipe Cost (Column K): The total cost of the recipe attached to this product. This is the sum cost of the entries in the products' recipe.
      • Please Note: This is view-only. Total Recipe Cost cannot be edited via import.
    • Prep Recipe (Column L): Enter Yes if the product's recipe is a prep recipe. By default, this column will be marked No, indicating this is NOT a prep recipe.
    • Prep Recipe Yield (Column M): If the product's recipe is a prep recipe (if the previous column was marked Yes), enter that recipe's typical yield here:

  7. Make sure to fill out the rest of the template in accordance with the product import/export rules.
  8. When done, save the file.
  9. Go back to the Management Console. If you are no longer on the Product Import page, follow steps 1-2 to get there.
  10. Under the Import Products section, click Choose File and select your saved file.
  11. Then, click Import:

  12. The upload is an offline process. You'll receive an email once the file is done process.
  13. In the email, check the Error line. If any errors occurred, the email will state what the issue was. Fix the issue in the spreadsheet and repeat the above steps until there are no errors and all entries were added successfully.

Have more questions? Submit a request

How to Import Recipes Through Import/Export

By Kelsey | Updated

Follow

The import recipe tool allows you to import product, modifier, and ingredient recipes.

Please Note: Every ingredient in the recipe import must exist in the Management Console prior to the import.


Contents


How to Export the Recipe Template

To use the import recipe tool, you must first export the correct template. To do this:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Products tab.
  2. Click the Import/Export button and select Recipes from the drop-down menu:

  3. On the Export Recipes page, select the export details:
    • Basic: Select this option if you want to export the standard columns as well as your current recipes. The standard columns include: Product Name, Product Barcode, Product SKU, Product Class, Product Category, Product Subcategory, Recipe Entry, Recipe Entry Type, Recipe Entry Barcode, Recipe Entry SKU, Quantity, Unit, Cost, Sort, and Delete.
      • Please Note: Recipe Entry refers to a line in a recipe, like 2 cups flour or .5 cup cream. We do not refer to these as ingredients since that term is is already in use for a Revel-specific feature.
    • Advanced: Select this option if you want to export the standard columns as well as additional columns like Categories and Classes. The advanced option will export your current recipes.
    • Empty Template: Select this option if you only want the basic columns without exporting your current recipes.
    • Recipe Type: From the drop-down menu, select if you are importing recipes for Products, Modifiers, or Ingredients:

    • Export Type: Select Basic, Advanced, or Empty Template.
    • Option: Leave the boxed checked if you want only your active products to appear in the export. Uncheck the box if you want both your active and deactivated products to appear in the export.
  4. Once you've selected your export details, click Export:

  5. The file will export to your computer.

How to Use the Recipe Template

After you've exported the template following the above steps, open the file. Fill it out as so:

  1. Rows 1—17 provide instructions for how to use the template.
  2. The following columns MUST be filled out or the import will be rejected:
    • Product Barcode or SKU (Columns B & C): Only one of these must be filled out. This is the barcode or SKU of the product (or modifier/ ingredient depending on your selection) that the recipe will be attached to.
    • Recipe Entry Type (Column H): Enter Product or Ingredient in this column. Revel supports both products and ingredients in recipes, so specify that here.
    • Recipe Entry Barcode or SKU (Columns I & J): At least one of these fields MUST be filled out for the important to upload successfully. These are the barcodes and SKUs of the ingredient or product recipe entries (i.e., the SKU for the recipe entry flour).
  3. The following columns are optional:
    • Product Name (Column A): This is the name of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product name in multiple rows.
    • Product Class (Column D): This is the class of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product class in multiple rows.
    • Product Category (Column E): This is the category of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product category in multiple rows.
    • Product Subcategory (Column F): This is the subcategory of the product the recipe will be attached to. If you have several ingredients as part of a recipe, you will enter the same product subcategory in multiple rows.
    • Recipe Entry (Column G): This is the name of the ingredient you are attaching to the product. As noted above, Revel accepts both products and ingredients which is to be specified in the Recipe Entry Type column.
    • Quantity (Column K): This is the amount of the ingredient in one unit of the product.
    • Unit (Column L): This is the specific unit used for the ingredient. Please note: The unit needs to exist in the Management Console prior to the import.
    • Cost (Column M): This is the cost of a single unit of the ingredient.
      • Please Note: Cost is a static, information entity. It cannot be edited via import.
    • Sort (Column N): This is the order in which the recipe entries will appear on the Recipe page of the Management Console.
    • Delete (Column O): Enter False if this recipe entry is to be active. Enter True if you want to delete the recipe entry from the recipe:

  4. Once you've added your recipe entries, save the file to your computer. The file MUST be saved as one of the following depending on what recipes you are importing:
    • Product_Recipes
    • Modifier_Recipes
    • Ingredient_Recipes

How to Import the Recipe Template

After you've saved the file, it's time to import it. To do this:

  1. On the Management Console, go to the Products tab.
  2. Click the Import/Export button and select Recipes from the drop-down menu:

  3. Scroll to the Import Recipes section.
  4. Click Choose File and attach the saved Excel file.
  5. Then, click Import:

  6. The upload is an offline process. You will receive an email once the file is done process.
  7. In the email, check the Error line. If any errors occurred, the email will state what the issue was. Fix the issue in the spreadsheet and repeat steps 1-5 until there are no errors and all entries were added successfully.

How to Manage Recipes at the Product Level via Import/ Export

Once you've attached recipes to products, you can manage the Total Recipe Cost, Prep Recipe, and Prep Recipe Yield details via the import/ export tool. To do this:

  1. On the Management Console, go to the Products tab.
  2. Click the Import/Export button and select Products from the drop-down menu:

  3. On the Export Products page, select the following export details:
    • Export Type: Select Advanced.
    • Export Contents: When you click into the empty field, a menu will appear. Select Recipe under the Includes section:

  4. Then, click Export.
  5. Open the exported file.
  6. You'll see the basic Product export, along with three additional columns:
    • Total Recipe Cost (Column K): The total cost of the recipe attached to this product. This is the sum cost of the entries in the products' recipe.
      • Please Note: This is view-only. Total Recipe Cost cannot be edited via import.
    • Prep Recipe (Column L): Enter Yes if the product's recipe is a prep recipe. By default, this column will be marked No, indicating this is NOT a prep recipe.
    • Prep Recipe Yield (Column M): If the product's recipe is a prep recipe (if the previous column was marked Yes), enter that recipe's typical yield here:

  7. Make sure to fill out the rest of the template in accordance with the product import/export rules.
  8. When done, save the file.
  9. Go back to the Management Console. If you are no longer on the Product Import page, follow steps 1-2 to get there.
  10. Under the Import Products section, click Choose File and select your saved file.
  11. Then, click Import:

  12. The upload is an offline process. You'll receive an email once the file is done process.
  13. In the email, check the Error line. If any errors occurred, the email will state what the issue was. Fix the issue in the spreadsheet and repeat the above steps until there are no errors and all entries were added successfully.
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