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. While there is only one way to create a recipe, there are several recipe behaviors that can be assigned that will determine how the ingredients function in different areas of the software.
Because recipes cannot be added to a Physical Inventory to be counted or brought into a manual adjustment for a waste or production adjustment on their own, they must be added to an inventory item on the Kit/Recipe Tab. The Kit/Recipe Tab is also where users can assign the behavior that will determine how the ingredients function.
The next point to cover is what is the difference between a Recipe Behavior and a Recipe Type? Recipe behaviors are predetermined by Yellow Dog, and are used to dictate how the recipe ingredients, and the related inventory item behave in the software. Recipe types, on the other hand are user generated and allow clients to sort, group & organize their recipes. Example recipe types are - Gift Basket, Grab & Go, Production, Apps, etc.
Select Create New Recipe Type
Now that we
have established what a recipe is, we will review how to create a recipe in
Yellow Dog.
The Recipe Editor will open
1. Description – will be where users can assign a name to the recipe
2. Store Costs – recipes have location specific costs, and this drop down will allow users to see the cost of a recipe for a specific location. Note: When no store is selected an average of all the stores costs is displayed
3. Production Group – will be where users can assign a production or ‘prep’ group to the recipe. These groups are used in conjunction with Production Worksheets. Note: The hyperlink next the dropdown can be used to created additional production groups on the fly.
4. Recipe Type – will be where users can assign recipe types to the recipe. Note: The hyperlink next to the dropdown can be used to create additional recipe types on the fly.
5. Inactive – will be where users can indicate that a recipe is inactive
6. Add Ingredient Items – will open the item lookup screen, and will be where users can add ingredients to their recipes
` 7. Add Ingredient Recipe – will open the recipe look up screen and be where users can add a recipe to the recipe. For example – if your organization makes marinara in house, a portion of that recipe can be added to a recipe for a chicken parm sandwich as well.
8. View Selected/Edit Item – this field will update to Edit Item when ingredients have been added to the recipe and will open the item editor to allow users to edit an item as needed.
9. Remove Selected – will allows users to remove items that have been added to a recipe by mistake.
10. Arrows – will allow users to update the order ingredients appear in in the recipe.
11. Save/Save & Close – will allow users to save changes made to the recipe
12. Add New – will allow users to save/close the recipe they are working on and open a new recipe editor.
13. Print – will allow users to print copies of the recipe.
14. Total Cost/Target Cost Percent/Minimum Price – will be where users can set what their ideal cost percentage is for the recipe and see the minimum price that needs to be assigned based on the cost of the ingredients to hit the cost percentage.
15. Total Cost/Current Cost Percentage/Actual Price – will be where users can enter the actual price of the recipe and see what the cost percentage is based on the cost of the ingredients. Note: These two areas are designed to assist users with pricing menus, and the actual price listed here will not be sent to the POS.
16. Yield/Used By – will be where users can indicate how much the recipe yields, which is particularly helpful to set when the recipe will be used in other recipes to get the more accurate usage. Users can set a net portion for their recipes on this tab as well as map or ‘link’ recipe to buttons created at the POS.
17. Instructions – will be where users can add instructions for creating the recipe that will appear when the recipe is printed.
18. Pictures – will be where users can add pictures. This is useful when the process of the recipe needs to be captured, or if there is a preferred plating style.
19. Links – will be where users can add video links. This can be useful for capturing the process of creating a recipe, or if a certain cooking style should be utilized for this recipe.
20. Recipe Attributes – are a new feature and will be where users can assign user generated attributes to recipesFrom within Yellow Dog navigate to Inventory Items under Item Management
· Batch Recipes – are made ahead of time but not produced in Yellow Dog using manual adjustments. The related inventory item does not carry an on hand, and the recipes ingredients are accounted for when waste adjustments are performed, and when they are included in Physical Inventories. When added to physical inventories, Batch Recipe Items will bring the related ingredients, along with any related batch recipes and their ingredient items into the Physical. Any counts added to Batch Recipe items will adjust the ingredients on hands. When waste adjustments and purchasing are maintained, users will take the variance for these items in a physical as the item’s usage for the period.
· Production Recipes - are typically made in house to sell; are produced in Yellow Dog through manual adjustments. These positive adjustments indicate to the system the recipe has been produced and are when the ingredients are accounted for. The emphasis with these recipes is the finished product, and the related inventory item will hold the on hand. When included in Physical Inventories these items do not bring along the related ingredients as they were accounted for when the positive adjustment was performed. The counts entered for these items will stay with the inventory item, not the ingredients.
· Production Transfer Recipes – are similar to Production Recipes, with a notable exception – a positive adjustment does not have to be performed to ‘produce’ the item prior to transferring it another location, when the store issuing the transfer is configured to be a Production Transfer Store. Issuing the transfer will deplete the ingredients from the issuing store and increase the on hand in the accepting store of inventory item or ‘finished product’. This configuration allows locations that are production kitchens to streamline the process of moving product to other locations.
· Retail Kit – allows retail users to create gift baskets. Like production recipes these items require positive adjustments to let the system know that baskets have been produced, and to remove ingredient items from inventory. The related inventory item holds the on hand. If the gift baskets are not all sold, a negative adjustment of the inventory item will add the related ingredients back to the inventory to be sold again as individual items
· POS Menu Item Recipe - is not used in most implementations. This behavior was created for 2-way integrations where items are pushed to the point of sale, and sales are pulled in. These recipe items aren’t produced until they are ordered. A burger might have a recipe that includes the bun, patty, and toppings. While the ingredient items are counted separately, they are sold as one unit. These items are not included in Physical inventories, nor do they have manual adjustments performed.
· Purchasing Kit - allows users to receive by the recipe and sell by the ingredient. While more frequently used in retail operations, a good example of this would be a mixer assortment purchased together. One “recipe” might consist of the “ingredient items”: 6 bottles of strawberry daiquiri mix and 6 bottles of pina colada mix. These recipes only work if the item count is the same for each order.
Other - this behavior is used to set non-standard, possibly conflicting, item behaviors and is often very rarely usedFrom within Yellow Dog under the Inventory Items select Item Management
The next window that opens will be the Manual Adjustment Editor.
1. Employee – will be the employee logged in performing the adjustment
2. Store – will be the store the adjustment is being applied to
3. Date – will be where users can dictate when the adjustment should be applied to the system. Note: access to this feature is controlled by user permissions, and if you cannot see this field you will need to reach out to your onsite Yellow Dog admin for assistance.
4. Hide recipe ingredient items – will make an items related ingredients not visible in the adjustment editor.
5. Set Cost. Check this box to effect calculated cost – checking this box is required have the adjustment impact the items cost. Note: access to this feature is controlled by user permissions, and if you cannot see this field you will need to reach out to your onsite Yellow Dog admin for assistance
6. Adjust – will be where users enter the quantity of the item that needs to be adjusted
7. New On hand - will be where users can either see what the new on hand will be with the adjustment applied. If users are unclear on the quantity that needs to be adjusted but know what the on hand of the item should be they can enter that quantity here and the system will do the math to determine the quantity that needs to be adjusted.
8. Accounting – will be where a manual adjustment account can be applied. This field will not appear if no manual adjustment accounts have been created in the system. The manual adjustment account selected will appear in manual adjustment reporting.
9. Reference – will be where users can add a reason the adjustment was performed. Yellow Dog recommends including the users’ initials, date, and a word or phrase that indicates why the adjustment was performed to allow for the greatest level of accountability. The reference will appear in Manual Adjustment reporting.
10. Add Items – will open the item look up screen and be where users can add additional items to the adjustment.
11. Add Items From – will be where users can add items to the adjustment from other areas of the software such as item lists, sessions, or a CSV/Text/Excel file.
12. Edit Item – will open the item editor of the selected item
13. Remove Item – will remove the selected item from the manual adjustment editor
14. Submit – will apply the adjustment to the system1. Employee – will be the employee logged in performing the adjustment
2. Store – will be the store the adjustment is being applied to
3. Date – will be where users can dictate when the adjustment should be applied to the system. Note: access to this feature is controlled by user permissions, and if you cannot see this field you will need to reach out to your onsite Yellow Dog admin for assistance.
4. Hide recipe ingredient items – will make an items related ingredients not visible in the adjustment editor.
5. Set Cost. Check this box to effect calculated cost – checking this box is required have the adjustment impact the items cost. Note: access to this feature is controlled by user permissions, and if you cannot see this field you will need to reach out to your onsite Yellow Dog admin for assistance
6. Adjust – will be where users enter the quantity of the item that needs to be adjusted
7. New On hand - will be where users can either see what the new on hand will be with the adjustment applied. If users are unclear on the quantity that needs to be adjusted but know what the on hand of the item should be they can enter that quantity here and the system will do the math to determine the quantity that needs to be adjusted.
8. Accounting – will be where a manual adjustment account can be applied. This field will not appear if no manual adjustment accounts have been created in the system. The manual adjustment account selected will appear in manual adjustment reporting.
9. Reference – will be where users can add a reason the adjustment was performed. Yellow Dog recommends including the users’ initials, date, and a word or phrase that indicates why the adjustment was performed to allow for the greatest level of accountability. The reference will appear in Manual Adjustment reporting.
10. Add Items – will open the item look up screen and be where users can add additional items to the adjustment.
11. Add Items From – will be where users can add items to the adjustment from other areas of the software such as item lists, sessions, or a CSV/Text/Excel file.
12. Edit Item – will open the item editor of the selected item
13. Remove Item – will remove the selected item from the manual adjustment editor
14. Submit – will apply the adjustment to the systemMapping recipes is the process of linking a recipe created in Yellow Dog to a button created in the point of sale. When recipes are mapped, the ingredients will be deducted from inventory when sales are pulled into Yellow Dog. If users have modifiers or add- ons for their menu items, each modifier will typically also be made as a recipe and mapped to the modifier buttons in the POS. These recipes can be mapped to multiple buttons if needed – for example if there is an option to ‘Add Cheese’ in multiple places in the point-of-sale users can map the same recipe for a portion of cheese to each of the buttons for ‘Add Cheese’.
Depending on the point of sale, users may have to sell one of the item in order for it to be seen by Yellow Dog and available to be mapped to. For more information about your point of sale and whether items need to be sold prior to being mapped, reach out to your implementation guide, or support.
From within the Yellow Dog navigate to Recipes under Item Management
From the lookup screen, users can search for or scroll to the corresponding POS items that this recipe needs to be linked to. Users will check the box next to the POS item to map the recipe. As a reminder recipes can be mapped to multiple POS items. Once the POS items have been checked, select OK in the bottom right
Note: For many POS systems, if a recipe is
mapped within 7 days of the sale, the sale will automatically be reprocessed to
reflect the attached recipe, and the ingredient items will be removed from
inventory. For more information on how your POS handles sales please reach out to
your Implementation Guide, or Support.
From within Yellow Dog navigate to POS Item Map under Item Management
Once the recipe is selected users will see the recipe and ingredient columns populate.
For users taking advantage of the COGS module in Yellow Dog COGS accounts should be mapped to POS Items, so when those items sell, the sale is applied to the correct account.
From within Yellow Dog navigate to POS Item Map under Item Management
1. Stores – will be the store(s) recipes are being mapped for
2. Additional Filter Options – will be where users can include or exclude additional columns that will streamline the returned items.
3. Search – will be where users can search for the a specific item or items that need to be mapped.
4. Choose Columns – will allow users to add or remove columns appearing
5. Item Number – will be the POS assigned item number
6. POS SKU – will be the POS assigned SKU. It is not uncommon for the POS Item Number and POS Item number to be the same.
7. POS Item – will be the POS Description of the item
8. Last Sold – will be the most recent date & time the item sold
9. Last Retail – will display the retail price for the most recent sale
10. Current Calculated Cost – will display the total cost for the recipe
11. COGS Department – will be where users can map COGS departments to their POS items. When the items are sold, the cost will be reflected in that COGS account.
12. Recipe – will be where users can attach a recipe
13. Recipe Count – will indicate how many of this recipe is attached to the corresponding POS Item. Typically, this will be 1, however there are instances that it could be more, or less. For example – if the POS item is for a double shot of alcohol, users could increase the recipe count to 2 for a recipe for a single shot, rather than creating a second recipe for a double shot.
14. Ingredient – these columns will allow users to view the ingredients and their quantities are in the recipe. If the recipe has multiple ingredients a column will populate for each ingredient.
15. Edit Recipe – will open the recipe editor for the highlighted recipe
16. Ignore POS Items – this button will allow users to highlight and remove items from this that do not need to be mapped to recipes.
17. Don’t Ignore POS Items – unhide items that were previously ignored
18. Copy Recipe – will allow users to copy the selected Recipe into Memory
19. Paste Recipe – will allow users to insert a copied recipe
20. Insert Unsold POS Items – will allow users to view & map items that have not been sold in the POS. This feature does not work with every POS. Reach out to your Implementation guide, or Support to inquire about your point of sale.
21. Set COGS for X POS Items – will allow users to bulk update the COGS account assigned to the highlighted Recipe(s)
22. Reset COGS account – will remove the
assigned COGS accounts for the highlighted item(s)