Recipes

In Restaurant365 (R365), recipes represent prepared food or beverage items that are built from other inventory items, such as ingredients, supplies, or even other recipes (sub‑recipes). A single recipe can be used as an ingredient inside another recipe, with no limit to the number of recipes that can be created, which supports everything from base sauces and prep batches to finished menu components.

Recipes are one of the core inventory item types in R365, working alongside Purchased Items and Sales Items to form the complete inventory structure. Each recipe record stores key details, including general information, yield and unit of measure, ingredients, preparation steps, and location‑specific settings. Once saved, recipes become available for inventory counts, menu item assignments, and reporting, allowing restaurants to break down menu costs to the penny and analyze performance at the ingredient and recipe level.

Because recipe items directly affect inventory valuation, cost reporting, and Actual vs. Theoretical analysis, they should be created and maintained with care. Well‑built recipes provide precise recipe and menu costing, help reduce food waste, and support consistent execution and pricing across locations, making them a foundational element of inventory and menu management in R365.

The Recipes Items page lists all active and inactive recipe item records that have been created in the database. From this page, recipes can be created, and recipe costs can be updated.

Security

Users with the following permission will be able to access and manage Recipes:

Food →
- Recipes →
  - View Recipes
  - Edit Recipes
  - Create Recipes
  - Delete Recipes

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Steps

Open the Inventory app.
Expand Recipes.
Click 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 Items Page

	Field/Button	Description
1	Enable / Disable Classic View	Opens the option to turn the classic table view on or off. When toggled off, the Recipes list will display in the updated tabled view as pictured above. When toggled on, the table will display in classic view. Recipes Table - Classic View
2	Update Recipe Costs	Updates the recipe costs in the grid. Read more about updating recipe costs.
3	Create	Creates a new recipe. Opens an empty recipe item record. Learn about creating a new recipe.
4	View Actions	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
5	Table Actions	Search - Filters the table for the entered text. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.
6	Columns	Names of columns are listed in this row. See below for more column information.

Table Columns

The Recipe Items grid contains the following columns:

Field/Column	Description
Name	The name for the recipe item as it will appear throughout R365. Recipe item names must be unique. Clicking on a row will open the associated Recipe Item Record in a new tab.
Avg Cost	Average cost of the recipe across all locations.
Reporting UofM	This UofM represents the most common way the item is compared across multiple locations.
Min Cost	Minimum cost of the recipe across all locations.
Max Cost	Maximum cost of the recipe across all locations.
Yield UofM	Unit of measure used associated with the yield quantity.
Yield Qty	The total yield quantity of the recipe.
Inventory UofM	The unit of measure used for this recipe item in inventory counts.
Inventory UofM2	Second optional unit of measure for inventory counts.
Inventory UofM3	Third optional unit of measure for inventory counts.
Category 1	Item category 1.
Category 2	Item category 2.
Category 3	Item category 3.
Barcodes	The barcodes associated with the recipe item. This column is only visible when barcode scanning is enabled.
Cost Account	GL account where the costs associated with this recipe will be recorded.
Inventory Account	GL account where the inventory asset value associated with this recipe will be recorded.
Key Item	Indicates that the recipe is a key item. Key items can be filtered for on various inventory Reports.
Location Group	Locations the recipe will be available for. Learn more about location groups for operations here.
Number	Optional numerical identifier for the recipe. Used for sorting and filtering purposes.
Description	Information about the recipe (for reference only).
Cost Update Method	Indicates the method used to update the cost of the recipe: On Demand – This option will not update nightly but is updated when using the 'Update Recipe Costs' function. Nightly – This option will automatically update the recipe cost nightly based on the most recent approved AP transactions. This can also be triggered by the 'Update Recipe Cost' function. Manual – This option will only update if the field is edited by a user. This does not automatically update the cost for this specific recipe or update the costs when the 'Update Recipe Cost' function is clicked.
Active	Indicates that the recipe item is active. Only active recipes can be selected as an ingredient on other recipes and counted on inventory counts (if made 'Available in Inventory').
Available in Inventory	Indicates if the recipe can be added to inventory counts.
Weight Qty	Quantity of 'Weight UofM' used for UofM conversion calculations.
Weight UofM	UofM associated with 'Weight Qty' used for UofM conversion calculations.
Volume Qty	Quantity of 'Volume UofM' used for UofM conversion calculations.
Volume UofM	UofM associated with 'Volume Qty' used for UofM conversion calculations.
Each Qty	Quantity of 'Each UofM' used for UofM conversion calculations.
Each UofM	UofM associated with 'Each Qty' used for UofM conversion calculations.
Measure Type	The manner in which this item is measured throughout the system: Weight Volume Each

Bulk Edit

The following fields can be edited through the Bulk Edit menu:

All Recipe Items
- Location Group
- Active
- Cost Update Method
Recipe Items 'Available In Inventory'
- Key Item
- Item Categories
  - Category 1
  - Category 2
  - Category 3
- GL Accounts
  - Inventory Account
  - Cost Account
  - Waste Account

Edit

Check the checkbox for one or more Items to display the Bulk Edit menu at the bottom of the page. Once all of the desired Items are selected, click the pencil icon to open the Bulk Edit form.

Select the Attribute to edit, then enter the Value that should be assigned to the selected item (s).

The value options are dependent on the attribute selected.

Click Update to save the changes to all of the selected item(s), or click Cancel to close without saving.

Attributes & Values

Location Group

Select Location Group(s) by checking the corresponding checkbox(es). Learn more about Location Groups.

Only location groups that have been allowed for operations will be listed.

Active

Select from Yes and No. Yes indicates that the Item is active; No indicates that the Item is inactive.

Cost Update Method

Select from:

On Demand - This option will not update nightly but is updated when using the Update Recipe Costs function.
Nightly - This option will automatically update the recipe cost nightly based on the most recent approved AP transactions. This can also be triggered by the Update Recipe Cost function.
Manual - This option will only update if the field is edited by a user. This does not automatically update the cost for this specific recipe or update the costs when the Update Recipe Cost function is clicked.

Key Item

Select from Yes and No. Yes indicates that the Item is a Key Item; No indicates that the Item is not a Key Item.

Item Categories

Select the appropriate option for each category by using the drop-down menu.

GL Accounts

Select the appropriate option for each GL account by using the drop-down menu. The drop-down menu can be filtered by entering part or all of a GL account's number or name.

Inline Editing

The following fields within the Recipe Item grid can be edited directly on the page without opening the Recipe Item Record:

Category 1
Category 2
Category 3
Cost Account
Inventory Account
Waste Account
Key Item
Number
Description
Active
Cost Update Method

Learn more about inline editing on Smart Grids here.

Create New Recipe Item Records

To create a new Recipe Item Record, click the Create button. A blank Recipe Item Record will open in a new tab.

At this time, users can access both the new and classic recipe records. Read about the classic recipe item record, or learn about the new recipe record.