FAQs: How can prepped items be tracked and counted in physical inventory?

FAQs: How can prepped items be tracked and counted in physical inventory?


Q: How can prepped items be tracked and counted in Physical Inventories?

A: In Yellow Dog Inventory, prepped items can be tracked and included in physical inventories by completing three setup steps:

  1. Create the recipe

  2. Create the inventory item

  3. Connect the recipe to the item and set the recipe behavior

Let’s walk through each step.


1. Create the Recipe

A recipe is simply instructions for making a prepared item. For example, mashed potatoes may be made from potatoes, butter, milk, garlic, salt, and pepper.

When you build this recipe in Yellow Dog, you’re telling the system what ingredients come together to represent “mashed potatoes.”


2. Create the Inventory Item

A recipe alone is just instructions—it doesn’t give you something to count. To make the prepped food trackable, you need an inventory item that represents the final product (in this case, mashed potatoes). This gives you an item that can appear in physical inventories.


3. Connect the Recipe to the Item & Set the Behavior

With the recipe and item created, the last step is linking them and choosing how the system should treat the prepped item. There are two behaviors: Production or Batch.

  • Production

    • The item does hold an on-hand.

    • Each time the item is produced, your team must create a manual adjustment: the ingredients are depleted, and the on-hand of the finished item increases.

    • This provides clear visibility of the prepared product but requires extra effort to maintain.

  • Batch

    • The item does not hold an on-hand.

    • No manual adjustments are required. Instead, when the prepped item is counted in a physical inventory, the system attributes the quantity back to its ingredients.

    • The system doesn’t “know” you have mashed potatoes—it only sees the underlying ingredients. Still, the value of the prepped item is accurately reflected through those ingredients.


Which is Better: Production or Batch?

Neither method is universally better. The right choice depends on how your team works:

  • Choose Production if you want direct on-hand tracking of prepared items and are comfortable with extra manual steps.

  • Choose Batch if you prefer less administrative work and are fine with the system recognizing the value only through ingredients.


    • Related Articles

    • How To: Create a Production Recipe Item

      The purpose of creating production recipes items is so they can be counted in physical inventories and on-hands of the item can be tracked. Production recipe items behave in the following way: Will hold an on-hand. A manual adjustment is required ...
    • How To: Create a Batch Recipe Item

      The purpose of creating batch recipe items is so prepped items can be counted in physical inventories. Batch recipe items will behave in the following way: Will NOT hold an on-hand. The recipe ingredients will hold on-hands. Can be added to a Manual ...
    • Recipe Behavior Flow Chart

    • Recipe User Guide

      What is a Recipe? This document will provide a comprehensive overview of the Recipe Module in Yellow Dog. Let’s start with the basics – What is a Recipe? A recipe is a group of items that are combined to be sold as a single item in the Point of Sale. ...
    • FAQs: What are Base Units?

      Q: What are Base Units? A: A base unit is the smallest, most basic unit of measure for an inventory item. In the configuration of an item, the base unit will be the on-hand size (parent size) that displays in reporting. Figure 1. An example of an ...
    • Popular Articles

    • How To: Find Your Yellow Dog Inventory Version

      Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...
    • How do I use Par & Re-Order Points?

      What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...
    • Tips & Tricks: How do I download and install drivers for my Zebra Printer?

      **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...
    • How To: Swap the On-Hand/Parent Size (Edit Base Unit)

      When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...
    • Food and Beverage Core Features User Manual

      The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...