Restaurants can create and manage recipes in R365 to define how items are prepared using specific ingredients and quantities. Recipes are created and accessed from the Recipes page.
Security
Users must have the following permission(s) to create recipes.
Food → Recipes→ Create Recipes
Create a Recipe Item
Recipe Items can be created using the following methods in R365:
Click a section to expand for additional information and images.
Manually from the Recipe Page
Open the Inventory application.
Expand Recipes.
Select Recipes.
Click Create.
If the Classic View of the recipe record is enabled the classic recipe record will open. If the classic view is turned off, the new recipe record will open.
A blank recipe record will open. To save a record, complete all required fields.
On the new recipe record, the required fields include:
Name
Measure Type
Reporting UofM
Yield Qty
Yield UofM
Read more about the fields on the new recipe record.
On the classic recipe record, the required fields include:
Name
Measure Type
Reporting UofM
Yield Qty
Yield UofM
Portion Size
Portion UofM
Read more about the fields on the classic recipe record.
At any time a recipe record can be opened and the fields can be edited (except Measure Type, which cannot be edited once a recipe has been saved.
Copying From an Existing Classic Recipe Item
Open the recipe record that needs to be copied. Click the Save button in the recipe record header to open the Save menu. From the dropdown, click Copy and proceed with the recipe creation.
Via the Import Tool
Using the import tool is a two-part process where the Recipe is imported first, then the Ingredients are imported into the specific Recipe.
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Add or Update Ingredients
From the Ingredients section, ingredients on a recipe can be managed. These are the items used to assemble a recipe. At any time, ingredients can be added, removed, adjusted, or deleted.
On the new recipe record:
Click Add Ingredient
Select an item.
Enter a quantity for the item. This is how much of the item is being added to the recipe.
Select a unit of measure for the item.
Click Add.
Repeat the steps until all the necessary ingredients have been added to the recipe.
On the classic recipe record:
Select an item.
Enter a quantity for the item. This is how much of the item is being added to the recipe.
Select a unit of measure for the item.
Enter the Yield % or how much of the item can be used for the recipe.
Add any necessary instructions for the ingredient.
Click Add.
Repeat the steps until all the necessary ingredients have been added to the recipe.
Add or Update Recipe Steps
When creating a recipe, steps can be added to the recipe to instruct users how to assemble the recipe.
Click a section to expand for additional information and images.
On the new recipe record:
Click Add first step.
Enter the step description in the text box.
If needed, click the upload box to upload a gif or image.
To continue, click Add Step.
Repeat the steps until all necessary steps have been added to the recipe.
On the classic recipe record:
This is an open text box where users must format and number steps on their own. Enter the steps in the text box. Upload a recipe image, if desired.
Save a Recipe
Once an existing recipe has been edited, or a new recipe has been completed, Save the recipe.
Saving on a the New and Classic Recipe Record
New Recipe Record
Classic Recipe Record
Configure Unit of Measure Settings
Set Measure Type
The measure type is the base unit for how the item is measured throughout R365. It is set on the Measure Type field. Options include:
Weight
Volume
Each
The Measure Type field can only be set upon creation. Once the record is saved, this field is not editable.
On a new record, ensure that the correct measure type is selected before saving.
Measure Type Field
On the new recipe record, this field is found on the Settings’ Units of Measure section.
On the classic recipe record, this fields is found on the General tab.
Set Reporting UofM
The reporting unit of measure options will be determined based on the measure type. Only units of measure associated with the selected measure type
Reporting UofM Field
On the new recipe record, this field is found on the Settings’ Unit of Measure section.
On the classic recipe record, this fields is found on the General tab.
Set Up Measurement Conversions
If the recipe needs to be tracked in other measure types, a measurement conversion can be set up so that the recipe can be tracked accurately. Read more about Unit of Measure Conversions.
Measurement Conversions / Equivalencies
On the new recipe record, this is in the Measurement Conversions subsection.
On the classic recipe record, this can be done on the UofM Equivalence tab.
Update Recipe Costing Method
The recipe costing method can be updated at any time.
Recipe Cost Update Method Field
The following options are available:
Nightly
On Demand
Manual
On the new recipe record, this is on the Settings’ Costing Method section.
On the classic recipe record, this is found on the Recipe tab.
Update Location-Specific Settings
If there are any settings that apply to a recipe only at specific locations, the settings can be set here.
New Recipe Record
To set location-specific settings, navigate to the Settings’ Location-Specific Settings section. Then:
Click Add Location.
Select the location that the setting(s) should be applied to.
Set up the necessary location configurations. This may involve setting a different Inventory UofM (for inventory recipes only) or a selling UofM or Price Type (for AR invoice recipes only).
Click Add.
The location and the applied settings will be listed on the table.
Classic Recipe Record
To set location-specific settings, navigate to the Location Settings tab. Then:
Select the location that the setting(s) should be applied to.
Set up the necessary location configurations. This may involve setting a different Inventory UofM (for inventory recipes only) or a selling UofM or Price Type (for AR invoice recipes only).
Click Add.
The location and the applied settings will be listed on the table.
Set Recipe Configurations
The recipe configurations enable users to activate / deactivate certain settings and tracking options. Users can elect to track a recipe as a sales, catering, inventory, or key item in R365. The configurations include the following:
Actual as Theoretical
Available in AR invoice
When this is enabled, the Sales section will be available for configuration.
Catering Item
Available in inventory
Key item (only available when the recipe is available in inventory)
Recipe Configuration Toggles / Checkboxes
On the new recipe record, these are in the Settings’ Recipe Configuration section.
On the classic recipe record, these are found on the General tab.
Activate / Deactivate a Recipe
Recipes can be activated or deactivated from the recipe record. When a recipe is activated, it is available for selection and use in R365. When a recipe is deactivated, it is unavailable for selection and use in R365.
To activate or deactivate a recipe toggle or check/uncheck the Active toggle/checkbox.
Active Toggle / Checkbox
On the new recipe record, this toggle is on the Settings’ General Information section.
On the classic recipe record, this checkbox is on the General tab.
