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 - This is where you can set up the format of what is displayed on your Recipe PDF card.
Click on Dish PDF Defaults. There are 3 formats to choose from, select one by clicking on the radio button. Place a tick in the box if you want to include Recipe Costs or a Disclaimer, you can choose both. Place a tick if you would like to include the Allergen report, and Nutrition (either by portion or per 100g of dish. Now click on Save. When you are in Dishes and select the Recipe PDF card option the pdf will display the dish information with the criteria you have chosen.