---
title: "Configure Recipes"
slug: "create-a-recipe"
description: "Configure a recipe by setting name, measure type, yield, adding ingredients with quantities and yield percentages, and saving."
updated: 2026-04-23T23:55:32Z
published: 2026-04-23T23:55:32Z
canonical: "docs.restaurant365.com/create-a-recipe"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Recipes

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****

1. Open the **Inventory** application.
2. Expand **Recipes**.
3. Select **Recipes**.
4. 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LWJDMFRN.png)

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](/doc/docs/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](/doc/docs/recipe-item-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.

****Copy From an Existing New Recipe Item****

Open the recipe record that needs to be copied, then:

1. Click the **menu button**.
2. Select **Duplicate**.
3. Complete the necessary fields to create the recipe.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WXDSP4XC.png)

****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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/bd7e7e3e-4b17-4e87-a363-ee0c509eed4d.png)

****Via the Import Tool****

Using the [import tool](/doc/docs/import-tool) is a two-part process where the Recipe is imported first, then the Ingredients are imported into the specific Recipe.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5affdf43-9b85-4e46-bbf8-abbc3ab14f43.png)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(294).png)

---

## 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**:**

1. Click **Add Ingredient**
2. Select an **item**.
3. Enter a **quantity** for the item. This is how much of the item is being added to the recipe.
4. Select a **unit of measure** for the item.
5. Click **Add**.
6. Repeat the steps until all the necessary ingredients have been added to the recipe.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JXLQPXG2.png)

**On the **classic recipe record**:**

1. Select an **item**.
2. Enter a **quantity** for the item. This is how much of the item is being added to the recipe.
3. Select a **unit of measure** for the item.
4. Enter the **Yield %** or how much of the item can be used for the recipe.
5. Add any necessary **instructions** for the ingredient.
6. Click **Add**.
7. Repeat the steps until all the necessary ingredients have been added to the recipe.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F2SOB0P7.png)

---

## 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:****

1. Click **Add first step**.
2. Enter the step description in the text box.
3. If needed, click the **upload box** to upload a gif or image.
4. To continue, click **Add Step**.
5. Repeat the steps until all necessary steps have been added to the recipe.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AQRNSKYJ.png)

**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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BVID15AB.png)

---

## 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**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C430AM1R.png)

**Classic Recipe Record**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VJOAIHPV.png)

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-400YDI8Z.png)

On the classic recipe record, this fields is found on the General tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WXC95EH8.png)

### 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5TO3S2IW.png)

On the classic recipe record, this fields is found on the General tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-91Y0FE7D.png)

#### 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](/doc/docs/unit-of-measure-conversions).

****Measurement Conversions / Equivalencies****

On the new recipe record, this is in the Measurement Conversions subsection.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0ZP5A3P0.png)

On the classic recipe record, this can be done on the UofM Equivalence tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N150RIHW.png)

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GMLU348A.png)

On the classic recipe record, this is found on the Recipe tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D7X77S57.png)

---

## 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:

1. Click **Add Location.**
2. Select the location that the setting(s) should be applied to.
3. 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).
4. Click **Add**.
5. The location and the applied settings will be listed on the table.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-22BQYW9Z.png)

****Classic Recipe Record****

To set location-specific settings, navigate to the **Location Settings** tab. Then:

1. Select the location that the setting(s) should be applied to.
2. 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).
3. Click **Add**.
4. The location and the applied settings will be listed on the table.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZQP4T407.png)

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MPOGIJ0V.png)

On the classic recipe record, these are found on the General tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TO7EOV6Y.png)

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PRUNKAQL.png)

On the classic recipe record, this checkbox is on the General tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8NF1DOWM.png)

---