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Creating a recipeM for a production or sales item

Purchase and production quantities for current requirements as well as prices are calculated on the basis of recipes for sales items. The foundation for this is an exact specification of all ingredients contained in sales items, which can be either supplier, purchase or production items. To use the PurchasingM module properly, supplier items must be linked to production items ()

The easiest way to create a recipe is to start off with ingredients first and then assemble recipes based on these items. In reality, however, sales items and production items are often created long before a recipe is noted down. If the required purchase and production items already exist, they can simply be assigned when creating a new recipe, otherwise they will need to be created as new components.

  • Link a sales item to a production item

    Sales items are all items that can be booked into an internal or external event segment (Creating an individual item). These can either be items that are sold on as received (beer, wine) or items that were first produced on-site (production items such as food). Create recipes for individual production items, then assign these to the sales items as components.

    1. Open an existing item or create a new item by clicking on artikel  Items >neu  New.
    2. Assign a suitable item group that may contain components.
      Example: Foods > Soups for the item "Cream of asparagus soup"
    3. Enter the Sales unit including Quantity and Contents unit .
      Example: Cream of asparagus soup per serving: 0.25 l
    4. Click on Komponenten  Components > neu New and add the production item you want from the search results.
    5. To create an item you need on-the-fly, click on Komponenten  Components > neuexpand Add > neu Create item.
      Example: Cream of asparagus soup PROI
    6. In the list of components, enter the quantity required per serving of the sales item in the Count (Quantity) column.
      Example: 0.25 for a serving of cream of asparagus soup @ 0.25 l
    7. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Create a production item and recipe

    Production items are items that have either already been processed on site or at least converted to the basic unit of 1 kg or 1 litre. Losses in weight or nutrionional value due to processing (cleaning, peeling, cooking) must be allowed for.
    Example: 1kg raw unpeeled potatoes (purchase item -PURI-) -> 0.8 kg raw peeled potatoes (production item -PROI-), or 1.2 kg raw unpeeled potatoes (purchase item -PURI-) -> 1 kg raw peeled potatoes (production item -PROI-)

    1. Open an existing item or a create a new item by clicking on artikel Item >neu New.
    2. If the list of components of the sales item is still open, add the assigned production item by clicking on edit Edit.
    3. Enter a unique name .
      Recommendation: Include "PROI" (production item) in the item name.
      Example: Cream of asparagus soup PROI
    4. Always specify 1kg or 1l or 1 piece as unit size.
    5. Assign an item group with components that belongs to the top group Production items.
    6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Assign ingredients to the production item

    The correct specification of quantities and units in the recipe is essential for scaling the quantities based on the number of servings needed.

    1. Click on Komponenten Components > neu New and add the ingredients you want using the item search. Both purchase items or production items can be assigned as ingredients.
    2. To add an item on-the-fly, click on Komponenten  Components > neuexpand Add > neu Create item.
      Example: granulated bouillon, trimmed asparagus
    3. In the list of components, enter the quantity required per 1l or 1kg of the sales item in the Count (Quantity) column.
      Example: 0.1 for 100ml cream to one litre cream of asparagus soup
    4. Enter all other ingredients as components.
    5. Add work instructions in the Kitchen notes field on the General tab of the combo item.
    6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Create a purchase item

    Purchase items are the basic items as purchased from the supplier - either unprocessed (example: raw potatoes) or processed goods (example: granulated bouillon). These items can be provided by several suppliers in different container sizes. Enter the details in the supplier item (Creating suppliers and supplier items). Create the purchase items in units of 1kg or 1l for easier scaling of recipes.M

    1. Open an existing item or a create a new item by clicking on artikel Item >neu New.
    2. If the list of components of the production item is still open, add the assigned ingredient by clicking on edit Edit.
    3. Enter a unique name .
      Recommendation: Include "PURI" (purchase item) and the sales unit in the item name.
      Example: cream PURI 1l, potato PURI 1kg, (possible but not recommended because of the conversion: potatoes PURI 20kg)
    4. Assign an item group that belongs to the top group Purchase items.
      Example: Purchase items > Produce
    5. Go to the Zusaetze Supplier items tab in the side navigation to enter Suppliers and Supplier items in order to use the Purchases module. Enable einkauf Purchases both for the master item and at least one supplier item.
    6. Enter details of ingredients, allergens and nutritional values under details Properties for later inclusion in recipes, sales items and menus.
    7. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Calculate the quantities based on actual demand

    Recipes are scaled up to meet actual demand by adjusting the number of servings.

    1. Go to the Komponenten Components tab in the side navigation.
    2. Enter the number of servings you want in the top line.
    3. Click on the Menge  Quantities button in the same line to display additional columns for Purchase items and their Purchase units.
    4. Go to the Datenblatt Datasheet tab in the side navigation to scale and print the recipe.
    5. Click on the Datenblatt <Select datasheet> button above the main window and select the recipe from the picklist.
    6. Above the main input window, correct the number of servings if necessary to scale the quantities you need.
    7. In the top toolbar, select drucker  Print,export festplatte  Export or E Mail Send as email attachment.
  • Calculate the cost of materials for the production item

    The material cost for the production item is based on the cost for all specified components.

    1. Go to the artikel General tab in the side navigation, select the PP (Purchase Price) and enable the from components option.
    2. The material cost of the production item will be displayed in the top right-hand corner of the list window as Total price based on the costs for the ingredients, but only if prices and quantities for the Komponenten Components have been entered.
    3. Click on the Zahlungen Prices button in the same line to display additional columns for Purchase prices and Contribution margins .
  • Calculate the purchase price for the sales item

    The material cost for the sales item is based on the cost for all specified components.

    1. Go to the artikel General tab in the side navigation, select the PP (Purchase Price) and enable the from components option to generate the purchase price an the basis of production costs.
    2. If you have entered prices for the purchase items, the raw material costs of the production item (at the top right of the list window) are indicated under Komponenten Components as the total price of the costs for the ingredients.
    3. Use the button Zahlungen prices in the same row to display additional columns with information on the purchase prices and contribution margins .
    4. Select the price group SP and enter a sales price.
    5. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.