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 

Batch Recipe Overview (2 mins)

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

See: How to Create a 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.

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