Manage your recipes

Overview

Analytics allows operations managers to manage the recipes in their system so that they can ensure the recipes being used by the team are up to date.

Linked to:

Dashboard > Configuration > Recipes

Start from: The Analytics dashboard.

Navigate to Configuration > Recipes.
The Recipes screen displays a grid where you can view and manage all recipes stored in the system.
At the top of the screen, you’ll find filters to narrow down your results:
- Language: Filter recipes by their language version.
- Family: Group recipes by family categories.
- Subfamily: Further narrow down the results within each family group.
- Sale Items: Select sale items to link or review recipe associations.
After selecting your filters, relevant recipes will be displayed in the grid.
The main grid includes the following columns:
- ID: Unique identifier for each recipe.
- Recipe: Name of the recipe.
- Main: Indicates which recipe is the main one within a set. Only one recipe can be marked as primary.
- Recipe by Groups: Organises recipes by category or sales group if applicable.
At the bottom, you can adjust how many records display per page with the Records per page dropdown.

Note: You must have selected a Sale Item to add a new recipe.

Populate the text field with the name of your new recipe.
Select Save. The new recipe will now appear on the list, where you can Edit it, add Details, or Delete it.

Select Details on the recipe’s row.
Select a date to create a new record.
The Raw Materials grid will open. Select Add New to start adding the ingredients and respective quantities.
Select Save. The Recipe details will now be updated.

To edit an existing recipe, select Edit in its row and modify the required fields.
To remove a recipe, select Delete in its row and press Accept in the confirmation window.

Note: The Recipes grid will update dynamically based on selected filters and the database of available recipes in your organisation.

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