New Recipe Record

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

The My Reports search bar can be used to search R365's entire catalog of reports.

Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

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 the option to enable the classic view of the recipe record. When toggled off, the new recipe record will be shown. When toggled on, the classic recipe record will open. Classic Recipe Record
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.

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: Qty - How much of the ingredient is needed for the recipe. UofM (unit of measure) - Unit of measure of which to base the quantity. Type - Whether this ingredient is created from a purchased item or recipe item. Menu - From the item menu, the ingredient details can be opened in a right side panel. The hyperlinked ingredient name will open the purchased or recipe item record for the item in a new tab.
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.
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. Freeform steps are not yet available, and this switcher exists for future enhancement.
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. When toggled on, the recipe will be active and available throughout R365. When toggled off, the recipe will be unavailable in selectors throughout R365.
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: 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.
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 defauly 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: Set $ Amount - The price is a set dollar amount entered by the user. Cost Markup % - The price calculated by applying a certain percentage mark up to the recipe cost. 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.