Manage your recipes

Overview: Analytics allows operations managers to manage the recipes in their system so that they can ensure the recipes being used by the team are up to date.

Start from: The Analytics dashboard.

• Navigate to Configuration > Recipes.

• The Recipes screen displays a grid where you can view and manage all recipes stored in the system.

• At the top of the screen, you’ll find filters to narrow down your results:

  • Language: Filter recipes by their language version.

  • Family: Group recipes by family categories.

  • Subfamily: Further narrow down the results within each family group.

  • Sale Items: Select sale items to link or review recipe associations.

• After selecting your filters, relevant recipes will be displayed in the grid.

• The main grid includes the following columns:

  • ID: Unique identifier for each recipe.

  • Recipe: Name of the recipe.

  • Main: Indicates which recipe is the main one within a set. Only one recipe can be marked as primary.

  • Recipe by Groups: Organises recipes by category or sales group if applicable.

• At the bottom, you can adjust how many records display per page with the Records per page dropdown.

Add a recipe

• To add a new recipe, select Add New underneath the table.

Note: You must have selected a Sale Item to add a new recipe.

• Populate the text field with the name of your new recipe.

• Select Save. The new recipe will now appear on the list, where you can Edit it, add Details, or Delete it.

Configure recipe details

• Select Details on the recipe’s row.

• Select a date to create a new record.

• The Raw Materials grid will open. Select Add New to start adding the ingredients and respective quantities.

• Select Save. The Recipe details will now be updated.

Edit / Delete recipe

• To edit an existing recipe, select Edit in its row and modify the required fields.

• To remove a recipe, select Delete in its row and press Accept in the confirmation window.

Note: The Recipes grid will update dynamically based on selected filters and the database of available recipes in your organisation.