Recipe Margin Report

The Recipe Margin Report displays recipe data for a single location. This report enables authorized users to quickly view information about a recipe’s selling price, its actual and ideal costs, as well as these values calculated as a percentage of selling-price. The report will also display the difference between the actual recipe cost and the ideal recipe cost. {Concepts Note}: If a recipe is linked to one or more Concepts, it will only be visible in this screen if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a recipe is not linked to any Concepts, it will be visible to all users/locations. See "Concepts" for more information.

Under the Reports menu, select Recipe Margin Report.
Select a Location from the drop-down.
Click Retrieve (if logged in to corporate).

Report Controls

Group By: N/A (default), Category, Subcategory, Microcategory, GL Code

Funnel (Filters): Any report column

Printer (Export): PDF, Excel, CSV formats

Report Columns:

Product Number – The recipe Product Number, from the header.
Recipe Name ( “Drill Down” link) – The Recipe Name, from the header; click the link to display recipe setup details.
PLU – The PLU # for the selected location, from the Location tab of the Recipe Details screen if populated. If not, will display the entry from the Recipe tab.
Selling Price – The Recipe Price for the selected location, from the Location tab if populated. If not, will display the Ideal Price per Portion from the Recipe tab.
Recipe Cost – The Cost per Portion, calculated based on the location's "POS Decrement" setting.

If "POS Decrement" = 'Component', this is the sum of the Issue Cost values of the recipe components (i.e. the cost per portion if made today). If a component does not have an Issue Cost value, the product's contract or lowest bid price in the location's market will be used.
If "POS Decrement" = 'Item', this is the Issue Cost for the recipe's Location Product (i.e. the cost per portion of current inventory). {Note}: If this value is displayed, it may not match the “Recipe Details” view, which always shows the current component costs and their sum.

Difference: Price - Cost = [ Selling Price – Recipe Cost ]
Ideal Recipe Cost = [ Selling Price x Ideal Recipe Cost % ]
Actual Recipe Cost % = [ (Recipe Cost ¸ Selling Price) x 100 ]; the cost per portion as a percentage of the selling price.
Ideal Recipe Cost% = "Ideal Cost %" entered in the recipe header.
Value Difference = [ Recipe Cost – Ideal Recipe Cost ]
Category – The Category assigned to the company product.
Subcategory – The Subcategory assigned to the company product.
Microcategory – The Microcategory assigned to the company product.

To print recipe margin data, choose from the following options:

To download and print the data displayed, click the Printer (Export) icon and select the desired options.
To download a more detailed report showing cost and price details for the recipe and its components, click View Recipe Details.

Click the X (Close) icon to return to the summary screen.