Introduction
This is a guide for the Head Office user to set up Recipe Manager to manage Favourites, Templates, Stocktaking by Dish and Dish PDF
Assumptions
You have the Recipe Manager, Setup permission
Where to find this
Recipe Manager > Setup
Step by step guide
Navigate to the Setup page. You will see the four options below:
Favourites, Templates, Stocktaking and Dish PDF. The outlets will be able to see the information but won't be able to edit/delete it.
Manage Favourites - here you can build a list of items that are frequently used when creating a dish.
Click on the Supplier dropdown and select the supplier whose items you want to add to your list. Now click on the relevant category from the Category dropdown. Click on the + against the item you want to add to your list. Notice it moves to the favourites list.
You can also type the name/item code of the product in the Find Product Supplier field, you will be presented with a list of items that relate. Click on the item, that will also be added to the list.
When you are creating a Dish these items will be available to choose from the Favourite Items dropdown.
Manage Templates - here you can build a library of templates for Cooking Method, Critical Control Points, Notes, Quality Checks and Preparation. These can be applied when creating/editing a dish, rather than the user having to repeatedly type the information. It's also a good way of keeping the information consistent and clear for your users.
Click on the +Add button, choose the template type from the Template Type dropdown. Type in the required text, the click on Add Template. When a dish is being created you will see the word Templates (in blue) above each of these options. Click on Templates and choose the required text to be applied to that area by clicking on the radio button. Then click on Apply Template. The text will show in the box.
Stocktaking by Dish - This is where you set up to record stocktakes by Dish
Click on Settings. All the dishes are listed. You can search for a dish by Category or Dish Reference. To add the dish to the stocktake, simply place a tick in the 'Include in Stocktake/Cost' column then select 'Update' to save. It there is a mixer icon next to a dish name, this signifies that the dish includes a combo ingredient. A combo ingredient is a name of a recipe that can be added to multiple recipes. This will also need to be ticked to be included in a dish stocktake.
Dish Stocktake Reporting - Using the Reporting module (this is permision based, you may need to ask Head Office to give you this), you can view you dish stocktakes via our reports. Select Reporting and then Reports and navigate to the Stocktaking area and select the Stocktaking report. Upon selecting the Stocktaking report, choose the outlets for which data you would like to view, then select the required stocktake date. This closing date will default to the current date. Click on the large red arrow on the right side of the screen. When the report has run click on the Dish Stock column to view the data. You can download the data to a CSV excel spreadsheet by clicking on CSV Download.
Dish PDF - The dish pdf gives an overview of the dish including the dish name, dish image, ingredients, allergens & nutrition (if they have been provided), portion quantity and cooking/preparation instructions.
You have the option choose whether to hide either one or both the dish costs and disclaimer. If unticked, the costs/disclaimer will be visible in the PDF but if you want to remove them, you can now tick these as an option.