This article covers the new recipe record. Users can switch between the new recipe record and the classic experience. Read about the classic recipe record.
In R365, recipes represent food or beverage items that are prepared using other inventory items (ingredients).
Recipe items and purchased items make up the complete Inventory. A recipe can also function as an ingredient within another recipe, allowing sub-recipes to roll up into larger preparations. There is no limit to the number of recipes that can be created, which supports everything from base sauces to finished menu components.
Recipe items are created and managed on the Recipe Items page. Each record stores the recipe’s core details, preparation and yield information, ingredients, instructions, and location-specific settings. Once saved, recipe items are available for inventory counts, menu item assignments, and reporting.
Because recipe items directly affect inventory valuation, cost reporting, and Actual vs. Theoretical analysis, they should be created with care. R365 recommends creating a recipe item for every recipe and sub-recipe that requires reporting or cost tracking to ensure accurate and consistent financial results.
For guidance during initial inventory database setup, contact R365 Support.
Security
Users must have the following permission(s) to access and/or manage the recipe record.
Food →
Recipes →
View Recipes
Edit Recipes
Create Recipes
Delete Recipes
Navigation
The recipe record is opened on the Recipes page.
Navigation Steps
Open the Inventory application.
Expand Recipes.
Select Recipes.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Recipe Record
Button/Field | Description | |
|---|---|---|
1 | Recipe Name | Name of the recipe record that is currently open. |
2 | Status | Shows the status of the recipe in R365. This will either be Active or Inactive. |
3 | Menu | Opens a menu with the following actions:
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4 | Save | Saves all changes made to the record. This button will only be enabled when changes have been made to the record. |
5 | Close | Closes the record without saving. If there are changes made, a prompt will require users to close without saving or first save the record. |
6 | Section Menu | Lists the sections of the record. Clicking a section will open and navigate the user to the selected section on the screen. |
7 | Record Sections | Shows the record section(s) and their details. |
8 | Expand / Collapse | Collapses or expands the section. |
Overview
The Overview gives a quick read-only snapshot of the recipe ingredient and steps. This enables users to view the main recipe information at a glance.
Field | Description | |
|---|---|---|
1 | Ingredients | The read-only, condensed view of the recipe ingredient information, including:
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2 | Manage Ingredients | Navigates to the Ingredients section for ingredient editing.
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3 | Steps | The read-only view of the recipe steps. How the steps are listed will be determined whether the steps were written in structured or freeform. |
4 | Manage Steps | Navigates to the Steps section to add, delete, or edit recipe steps.
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Ingredients & Steps
Button/Field | Description | |
|---|---|---|
Yield | ||
1 | Yield Qty | How much per unit that the recipe will yield. |
2 | Yield UofM | The unit of measure for the recipe. This is how the recipe will be measured. |
Ingredients | ||
3 | Ingredients List | Lists all the ingredients used to make the recipe. These are the purchased or recipe items that make up this recipe. The list includes the hyperlinked ingredient and the following:
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4 | Add Ingredient | Opens the add ingredient prompt, which enables users to add an ingredient to the ingredient list of the recipe. The Add Ingredient window prompts users to select the item (purchased or recipe) that will be added as the ingredient as well as how much of the ingredient should be added to the recipe.
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Steps | ||
5 | Steps | The recipe steps. These detail how the recipe should be assembled. |
6 | Structured / FreeForm | Elect whether to have structured steps or freeform entry.
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7 | Add Step / Add First Step | Adds a step to the recipe. When this section has steps, they will be listed here. |
Linked Records
Field | Description | |
|---|---|---|
1 | Recipes table | Lists all the recipes that this recipe is part of. Clicking a recipe link will open that recipe record. |
2 | Menu items table | Lists all the menu items that this recipe is linked to. Clicking a menu item will open that menu item record. |
Settings
Button/Field | Description | |
|---|---|---|
General Information | ||
1 | Name | Name of the recipe as it will be listed in R365. |
2 | Number | Identifying number associated with the recipe. |
3 | Description | Description of the recipe. |
4 | Active Toggle | Marks the recipe as active or inactive in R365.
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Unit of Measure | ||
5 | 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:
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6 | Reporting UofM | Unit of measure used for reporting purposes. |
7 | Measurement Conversions | Converts the recipe UofM to other measure types. If the recipe needs to be counted in another form, a measurement conversion should be set up here. Read more about unit of measure conversions. |
Costing Method | ||
8 | Recipe Cost Update Method | The method in which recipe costs are updated. This will determine whether costs are updated manually or automatically based on ingredient prices. |
Location- Specific Settings | ||
9 | Location-specific Units | Lists any location-specific settings set for the recipe. These are set by users. |
10 | Add Location | Adds location-specific setting for the recipe. Once clicked, the Add Location window will open, where users can configure the location setting. This includes selecting a location, and the inventory unit(s) of measure and the price type for the recipe at that location. |
11 | Location-specific costing Table | Lists all location-specific costs for this recipe for comparison of the item across locations. These are based on location-specific units. |
Recipe Configurations | ||
12 | Actual as Theoretical | Uses the actual usage for this recipe in place of the theoretical usage (via recipes mapped to menu items) on the AvT Report. |
13 | Available in AR Invoice | Makes this recipe item available as a sales item on the AR Invoice. When turned on, the Sales section will appear in the section menu. |
14 | Catering Item | Makes this recipe item available for sale on catering menus in the catering module. When turned on, the Catering tab will appear on the recipe item record. |
15 | Available in Inventory | Makes this recipe item available to be counted on inventory counts. When turned on, the Inventory Cost tab appears. |
16 | Key Item | Key Items can be set on various Inventory Reports to quickly review the key inventory items (Recipe must be a Commissary item or Available in Inventory option must be enabled to use this feature). |
Inventory Cost
This section is only available for completion when the Available in Inventory recipe configuration is toggled on.
Button/Field | Description | |
|---|---|---|
Inventory Category | ||
1 | Item Category 1, 2, 3 | The item categories 1, 2, and/or 3 that the recipe is assigned to. Read more about item categories. |
Inventory Unit of Measure | ||
2 | Inventory UofM 1, 2, 3 | The unit of measure used when counting this recipe in inventory. The default inventory UofM is Inventory UofM1 followed by 2, and 3. |
Item Accounts | ||
3 | Cost Account | The GL account that records the cost of inventory consumed when this recipe is sold or produced. |
4 | Waste Account | The GL account that records the cost when this recipe is marked as waste on a waste log. |
5 | Inventory Account | The GL account that records the cost when this recipe is counted in inventory. |
6 | Donations Account | The GL account that records the cost when this recipe is donated or added to a donation log. |
Sales
This section is only available for completion when the Available in AR Invoice recipe configuration is toggled on.
Field | Description | |
|---|---|---|
1 | Selling UofM | The unit of measure used when selling this item. This unit is used for menu pricing, sales transactions, and revenue reporting. |
2 | Price Type | How the selling price is determined. Options include:
Once a selection is made, an additional field will appear based on the Price Type selected. In this extra field, users will either enter the dollar amount selling price (Set $ Amount) or the percentage to mark up the recipe (Cost Markup %). |
3 | Sales Account | The GL account that records revenue for sales associated with this recipe. All sales transactions for this recipe post to this account. |
4 | Taxable | Whether this recipe is subject to taxes or not. |
5 | Commissary Category | Assigns this recipe a commissary category. |
6 | ACH Deposit Account | The GL account where ACH deposits from sales of this recipe are recorded. |
