Merge Recipes or Ingredients

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Recipes in R365 cannot be directly merged. If a duplicate recipe has been created, make the duplicate recipe inactive and update the title to indicate it should no longer be used.

Follow this checklist, in order, to fully deactivate duplicate recipes:

  • Make note of the active recipe that will remain in use. This recipe will be used throughout the process for remapping.

    Locate the duplicate recipe items.

     

  • Open the Recipe Record for the duplicate recipe.

    Click the recipe to open the record.

     

  • Change the recipe name to include ZZZ DO NOT USE.

    View the recipe name update.

    Save the recipe to save your progress here.

     

  • Uncheck the Active checkbox to change the status of the duplicate recipe to Inactive, then save the Recipe Record

    View the Active checkbox.

     

     

  • Review the other recipes and menu items this recipe is linked by reviewing the Linked Records section. If any recipes or menu items are present, the now-deactivated recipe is an ingredient of those recipes or linked to the menu item, and they will need to be remapped.

    View the Recipes and Menu Items tables of the Linked Records section.

     

  •  To remap the recipes to other recipes or menu items, open the menu item record or other recipe record from the Linked Records section by clicking one of the linked records from the table.

    Remap recipe to different recipes and menu items.

    Remap on recipe record

    1. Open the recipe record.

    2. Navigate to the Ingredients & steps section’s Ingredients table.

    3. Locate the inactive DO NOT USE recipe on the ingredient list and open the menu.

    4. From the dropdown, select Delete.

    5. If necessary, click Add Ingredient to add the kept recipe.

    6. Repeat the steps for all the ingredients on the list.

    Remap menu item.

    1. Open the menu item.

    2. Click the recipe selector.

    3. Select a different recipe to map.

    4. Save the record.