The Recipe Summary Screen
Recipes are created for the purpose of inventory depletion. They are used to deplete Company Products and sub-recipes (components that are themselves recipe items) through POS sales and through the production of prep items. Recipes set up here can be used in the Daily Prep module in Net-Chef, which lets users produce recipe items based on anticipated need, and update a location’s inventory based on the component ingredients used and recipe items created. {Concepts Note}
The Recipes summary screen lists the recipes that have been created and allows users to view them or to create new ones. The list of recipes can be filtered by any of the columns (the display of which can be customized), or the user can filter the list to display recipes containing one or more specific components or attributes. The list displayed can be exported to a PDF file or an Excel worksheet and the recipe details, along with batch and component costs can be seen in the Recipe Margin Report.
Screen Controls
- Name, #, PLU, Category Search field – Click into the field and enter the name, number, PLU, or category (subcategory or microcategory) of the recipe you want to locate. {Note}
- Recipe Name hyperlink – Opens the detail screen for the selected recipe.
- Nutrition Classes – Links recipes to one or more nutritional attributes.
- Replace Component – Opens the Recipe Component Replacement wizard.
- Filter By Component – Opens the Filter by Component window.
- Filter By Attributes – Opens the Filter by Attributes window.
- Create Discount – Opens the Create Discount window.
- Funnel (Filters) – Opens the Filters pop-up. {Note}
- Printer (Export) – Exports the list of products displayed to the selected format; options include PDF, Excel, CSV, CDP, and CDP-RecipeLocation. {Notes}
- 2 Pages (Copy) – Creates a new recipe by copying the selected existing recipe.
- Trash Can (Delete) – Deletes a newly created Company Product. {Note}
- Plus (Add) – Opens a blank Recipe Details screen for creating a new recipe.
- Pagination – Each page displays up to 75 recipes; use the controls to view other pages or refresh the current page.
Screen Columns
Click any column header to sort by the data in that column; defaults to Product Name in ascending order. Users can select which columns to view and can click and drag column headers to rearrange the columns.
- Product Number – Entered on the Recipe tab. This must be unique and may be system-generated. If the preference to "Automatically Create Recipe Number" is enabled, the number will be assigned based on the scheme defined in the Numbering screen.
- Recipe Name – Entered on the Recipe tab; this must be unique.
- Category/Subcategory/Microcategory – The Category/Subcategory/Microcategory selected on the Recipe tab.
- PLU – The PLU number entered on the Recipe tab; used to deplete the recipe or its components via POS sales.
- Ideal Price – The "Ideal Price per Portion" entered by the user in the Cost Analysis section of the Modeling and Scaling tabs or on the Recipe tab.
- Cost % – Currently displays '0.00'; calculation disabled to improve screen retrieval time.
- Active – The screen displays "Active" recipes by default. The drop-down column filter can be used to display 'All', 'Active', or 'Inactive' recipes.
- Concept – Displays the Concept(s) associated with each recipe.
- UPC – If entered on the Recipe tab; these will print on Inventory count sheets.
- Effective/Expiration Date – If entered on the Component tab, recipes will be available for Daily Prep in Net-Chef only between these dates.
- Create Date/User – Indicates who created the recipe and when.
- Last Edit Date/User – Indicates who last edited the recipe and when.
- Attached Image – Indicates whether the recipe has an image attached on the Prep Notes tab.
- Attached Files – Indicates whether the recipe has any files attached on the Attachments tab.
- Discount – Displays 'Y' or 'N' to indicate whether the item is a Discount Recipe.