How To: Create a Batch Recipe Item

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:
  1. Will NOT hold an on-hand.
    1. The recipe ingredients will hold on-hands.

  2. Can be added to a Manual Adjustment.
    1. Negative waste adjustments will decrease ingredient items on-hands
    2. Positive adjustments should not be created (batch inventory items do not hold an on-hand).

  3. Can be added to Physical Inventories.
    1. When counted in a physical, recipe ingredient items on-hands will be affected.

Food & Beverage and Concession 



  1. A vendor exists for batch recipes (commonly “Made In House” or the business name).
  2. A level exists for batch recipes. (such as "batch" or "in house").


Step 1: Create the Recipe
*The yield of the recipes need to match the size of the batch recipe item (this will be the unit you will count the item during physical inventory).

Step 2: Create the Inventory Item
  1. Navigate to Item Management / Inventory Items and select Create New Item.

  2. Select the Level and Vendor from the dropdowns then click OK.

  3. If you have multiple stores, use the Assigned to Stores area to set the stores.

  4. Type the name of the item in the Description field. Ex. Prep Chicken Salad

  5. Use the Size dropdown to select the size.
    The size must match the yield of the recipe.

  6. Deselect Purchasing Item 1.

  7. Deselect Ingredient Item 1.

Step 3: Connect the Recipe and set the Behavior
  1. Select the Create Kit or Recipe Tab.

  2. Click inside the Kit/Recipe field and select the recipe.

  3. Use the Behavior dropdown to select Batch Recipe.

  4. Click Save and Close.



    • Related Articles

    • Feature Overview: Recipes

      The Recipes module lets users create and manage recipes that represent made-to-order items, prepped or batched items, and gift baskets. Recipes track ingredient usage and automatically deplete inventory based on sales, helping keep on-hand quantities ...
    • 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 Retail Item (Individual SKU)

      Creating a retail item correctly ensures accurate counts, reliable reporting, and smooth POS syncing. It sets the foundation for trustworthy data across the entire Yellow Dog system. Retail Clients Retail Item Overview (6 min) Note: The below steps ...
    • Recipe Behavior Flow Chart

    • How do I create Matrices?

      This video will demonstrate how to create matrix items Matrices Matrices are a great tool to use for a lot of apparel retail environments. Rather than manually creating each piece in every size/color combination, matrices allow you to create multiple ...
    • 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 ...
    • Feature Overview: Par & Re-Order Points

      Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...
    • 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 ...
    • FAQs: What are Bins?

      Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...