How To: Create Production Transfer Recipes

How To: Create Production Transfer Recipes

 

Production Transfer Recipes automate inventory adjustments when transferring finished goods between stores.

Use this workflow when a production kitchen prepares items (for example, grab-and-go products) and transfers them to other locations. The system automatically depletes ingredient inventory during the transfer.

 

Permissions:

  • Create Recipes
  • Create Items

Configuration:

  • Producing store must be set as a production transfer location  
   
Figure: Example of the store settings to make a store a Production Transfer location   

Figure: Example of the pop up received after updating the production transfer setting


Create the Recipe

  1. Go to Recipe Module.
  2. Select Create New Recipe.
  3. Enter a Description (for example, Club Sandwich).
  4. Select Add Ingredients.
  5. Choose required ingredients.
  6. Update quantities in the Count and UOM columns.
  7. Open the Yield/Used By tab.
  8. Set the Net Weight, Volume, or Portion.
    • Example: Net portion - 1 EA (1 Sandwich)

 Create the Inventory Item

  1. Go to Item Management > Inventory Items.
  2. Select Create New Item.
  3. Enter a Description (for example, Club Sandwich).
  4. Set:
    • Level = Production item level
    • Vendor = In-House/Production
  5. Set Size = EA (Each)
  6. Do not enter a Vendor Price (cost comes from the recipe).
  7. Clear Used in Recipes (this item represents a recipe).

Optional (Concessions only):
8. Go to Size Behaviors tab.
9. Select Non-Chargeable.

  1. Go to Create Kit/Recipe tab.
  2. Assign the recipe (Club Sandwich).
  3. Set Recipe Behavior = Production Transfer. 

Transfer the Finished Product

  1. Go to Purchasing > Transfers.
  2. Select Create New Transfer.
  3. Select:
    • Issuing Store (must be a production transfer location)
    • Accepting Store
  4. Enter a description, instructions, notes as needed. 
  5. Set Need By and Expected Arrival (if needed).
  6. Select Add Items.
  7. Search for and select the production item(s)
  8. Enter the Quantity.
  9. Select Issue Transfer.
  10. Accept the transfer:
    1. Immediately (if permitted), or
    2. By another user

Verify Ingredient Depletion

Confirm ingredients were depleted using:

  • Item Management > Item History (per ingredient)

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