---
title: "Classic Recipe Item Record"
slug: "recipe-item-record"
description: "Reference for the classic recipe item record covering all tabs: General, Ingredients, Steps, Inventory Cost, and Mapping."
updated: 2026-04-14T18:58:46Z
published: 2026-04-14T18:58:46Z
canonical: "docs.restaurant365.com/recipe-item-record"
stale: true
---

> ## 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.

# Classic Recipe Item Record

> This article covers the **classic recipe item record**. The recipe item record will be updated over the course of Q1 2026. Read more about the [changes coming to the recipe record](/doc/docs/new-recipe-record-coming-soon).
> 
> Users can switch between the classic and new recipe record as needed using the **Classic View** toggle. Learn about the [new recipe record.](/doc/docs/new-recipe-record)

Recipe items, along with [purchased items](/doc/docs/purchased-item-record-overview-security) and [sales items](/doc/docs/sales-item-record), make up your Inventory in R365.

Recipes are items in a restaurant that are prepared using portions of other items. Users can create an unlimited number of recipes. Once a Recipe has been created, it can then be used as an Ingredient (a Sub-recipe) on any other Recipe.

Recipe items are created on the Recipe Items page. To build a recipe, users configure the general information, recipe preparation details, ingredients, instructions, and location settings. Once saved, they can be used in R365.

Extra care should be paid when creating these various inventory items as they will have a lasting financial impact through the [inventory count](/doc/docs/inventory-counts-overview-security) and [menu item to recipe assignments](/doc/docs/menu-items-menu-item-links). R365 recommends that recipe items are created for each recipe and sub-recipe that is going to be reported on (or used for Actual vs. Theoretical Analysis).

> [!NOTE]
> For help with initial inventory database setup, reach out to **[R365 Support](https://help.restaurant365.net/support/home).**

Read more about recipes:

- [Recipe Costing](/doc/docs/recipe-costing)
- [Building Out Recipes](/doc/docs/recipe-flow-and-build-out)
- [Ingredients](/doc/docs/ingredients)

---

## Navigation

****Navigation Steps****

1. Open the **Inventory** app.
2. Expand **Recipes**.
3. Click **Recipes**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VPL0EHEC.png)

****Search****

Navigate to pages with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **page name** in the R365 global search bar.
2. 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png)

---

## Security

Users with the following permission will be able to access and manage the recipe item record:

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

*\*

---

## Recipe Record

In addition to its header, the recipe item record is made up of the following tabs:

- [General](/doc/docs/recipe-item-record#general-tab)
- [Recipe](/doc/docs/recipe-item-record#recipe-tab)
- [UofM Equivalence](/doc/docs/recipe-item-record#u-of-m-equivalence-tab)
- [Ingredients](/doc/docs/recipe-item-record#ingredients-tab)
- [Recipes On](/doc/docs/recipe-item-record#recipes-on-tab)
- [Steps](/doc/docs/recipe-item-record#steps-tab)
- [Location Settings](/doc/docs/recipe-item-record#location-settings-tab)
- [Location Costing](/doc/docs/recipe-item-record#location-costing-tab)

### Recipe Item Record Header

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IEHCMBH0.png)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Save Menu | Opens all Save action menu. It includes the following options: - **Save** - Saves any changes made to the record. - **Save and New** - Saves the changes to the record and opens a new blank record. - **Save and Close** - Saves the changes to the record and closes the tab. - **Copy** - Creates a duplicate recipe record. |
| **2** | Recipe Actions | Opens the recipe action menu. It includes the following option: - **Print Recipe** - Generates a printable PDF of the recipe in a new tab. Read more about the [recipe report below.](/doc/docs/recipe-item-record#recipe-fields-on-the-recipe-report) |
| **3** | Recipe Name | Name of the recipe. |
| **4** | Classic View Toggle | Opens the option turn on or off the Classic View of the recipe record. - When toggled **on**, the **classic recipe record** will be shown. - When toggled **off**, the **new recipe record** will be shown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SAXQ1HWK.png) |
| **5** | Support | Opens the link to the support center. |
| **6** | Close | Closes the record without saving. |

---

### General Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1a19e84d-0f1f-4056-a948-6fc3df3e505a.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Name* | The name of the recipe as will appear throughout R365. |
| **2** | Type* | This field is read-only and cannot be modified. It identifies the item as a recipe item. |
| **3** | Measure Type* | This will identify the manner in which this item is measured throughout the system (vendor items, item locations, recipes, and inventory transactions). Once set, units of measure can then be assigned. > Users should ensure that the measure type is entered correctly. Once the recipe record is saved, the measure type will be locked and unchangeable. These types include: > > - Weight > - Volume > - Each |
| **4** | Reporting U of M* | This is used on Reports to provide a consistent U of M comparison. It represents the most common way the recipe item is received. |
| **5** | Number | Enter an identifying number for the recipe item. This value can be useful for filtering and sorting purposed in the items and recipe lists. All alphanumeric characters are accepted in this field. This field is optional. |
| **6** | Description | Enter a description for the recipe item. This field can fit p to 280 characters. |
| **7** | Active | This box is checked by default and indicates that this recipe is active throughout R365. When active, this recipe can be selected as an ingredient on other recipes and counted on inventory counts (if made **Available for Inventory**). When a recipe is discontinued, this box can be unchecked to remove the recipe from recipe/item selectors throughout R365. |
| **8** | Actual as Theoretical | Check this box to use the actual usage for this recipe in place of the theoretical usage (via recipes mapped to menu items) on the [AvT Report](/doc/docs/actual-vs-theoretical-analysis-troubleshooting-variances). |
| **9** | Commissary Item | Check this box if this recipe item will also be available for ordering on a [commissary order](https://help.restaurant365.net/en/support/solutions/articles/12000039067-commissary-commissary-orders) in the [commissary feature](https://help.restaurant365.net/en/support/solutions/articles/12000039068-commissary-overview-security). When checked, the **Sales** tab will appear on the recipe record. For more information on how to setup [recipe items as commissary items, click here.](https://help.restaurant365.net/en/support/solutions/articles/12000039064-commissary-items) |
| **10** | Available in AR Invoice | Check this box if this recipe item will also be available as a **sales item** on the [AR Invoice](/doc/docs/ar-invoice). When **checked**, the **Sales** tab will appear on the recipe item record. Click here for more information on how to setup [recipe items as sales items](/doc/docs/sales-item-record). |
| **11** | Catering Item | Check this box if this recipe item will also be available for sale on catering menus in the [**catering module**](http://help.restaurant365.net/support/solutions/articles/12000038874-catering-overview-security). When checked, the **Catering** tab will appear on the Recipe Item record. Click here for more information on how to setup [purchased items as catering items](https://help.restaurant365.net/en/support/solutions/articles/12000038901-catering-items). |
| **12** | Available in Inventory | Check this box to make this recipe item available to be counted on [inventory counts](/doc/docs/inventory-counts-overview-security). When checked, the **Inventory Cost** tab appears. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2a8faed7-f11f-4b7f-b855-7085a9fd7101.png) **Important Note for the** [**New Commissary Module**](https://help.restaurant365.net/en/support/solutions/articles/12000081894)**:** For Recipes that are not flagged as 'Available in Inventory' but are [added to the Commissary Catalog](https://help.restaurant365.net/en/support/solutions/articles/12000081947), an Item Cost Account will need to be set on the ['Accounts' tab of System Preferences](/doc/docs/system-preferences-accounts). Otherwise, an error will occur when Users enter a Commissary Order |
| **13** | Select Recipe Image | Click this button to upload an image that will be printed with the recipe on the Print Recipe action on the Recipe Report fond in [My Reports](/doc/docs/my-reports-overview). |
| **14** | Upload File | Click this button to attach a file to the recipe record. |

---

### Recipe Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fccbe921-ca05-4cf2-ab4b-ca1722a69aa6.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Yield Qty* | Enter the total yield quantity of the recipe. This is the amount of the recipe created. |
| **2** | Yield U of M* | Select the UofM that corresponds to the **Yield Qty** value. |
| **3** | Portion Size* | Enter the individual portion size. If the recipe does not produce portions, enter **1** here. |
| **4** | Portion U of M* | Select the UofM that corresponds to the **Portion Size** value. If the Portion value is **1**, select the same UofM that was entered in the **Yield U of M** field |
| **5** | Number of Portions | This is a calculated value that will determine how many portions are available in the **Yield Qty.** |
| **6** | Prep Minutes | The total preparation minutes for the Recipe. This value appears on the detailed view of the Recipe Report. This field is informational only. |
| **7** | Cook Minutes | The total cook minutes for the recipe. This value appears on the detailed view of the Recipe Report. This field is informational only. |
| **8** | Finish Minutes | The total finish minutes for the recipe. This value appears on the detailed view of the Recipe Report. This field is informational only. |
| **9** | Shelf Life Days | Enter the total shelf life days for the recipe. This value appears on the detailed view of the Recipe Report and can be elected to appear as a column on the Prep Sheet report. |
| **10** | Recipe Cost Update Method | Similar to the **Cost Update Method** on the **purchased item record**, recipes can have their costs automatically updated based of the most recent cost of the Ingredients that make up the recipe. Available options include: - **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 you manually edit the field. This does not automatically update the cost for this specific Recipe or update the costs when the 'Update Recipe Cost' function is clicked - **On Demand** - This option will not update nightly but is updated when using the 'Update Recipe Costs' function This can be done from the **Update Recipe Costs** button on the **Recipes (Classic)** page. **![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/7d2772ce-c058-46fc-898c-3013ec78d5c2.png)** |
| **11** | Tools | Enter any tools used in preparing the recipe. This value appears on the detailed view of the **Recipe Report**. This field is informational only. |
| **12** | Serving Plate | Enter any serving plates/dishes used for the recipe. This value appears on the detailed view of the **Recipe Report**. This field is informational only. |
| **13** | Storage Container | Enter any storage containers used for the recipe. This value appears on the detailed view of the **Recipe Report**. This field is informational only. |
| **14** | Log Prep Checkbox | For existing users of **prep logs**, check this box to have this recipe appear on [prep logs](https://help.restaurant365.net/en/support/solutions/articles/12000060708-prep-log). This box should be checked when using and approving Prep Logs. Otherwise, it will cause [recipe costing](/doc/docs/recipe-costing) to be inaccurate. > When Log Prep is enabled, this will appear on the [Variance Review Tab of an Inventory Review](/doc/docs/inventory-count-variances) as a Recipe. When Log Prep is **not** enabled, the Variance Review tab will show the recipe **ingredients**. |
| **15** | Prep Sheet Checkbox | Check this box to include this recipe and its associated items on the [Prep Sheet report](/doc/docs/prep-sheet). When this box is checked, users will have to include the following information: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V1N9GWFS.png) - **Prep UofM** - The unit of measure used for this item in prep. - **Shelf Life** - The shelf life time of this item. This is read only and does not affect the prep calculations on the prep sheet report. - **Prep Category** - The prep category for the item. This will determine how the item is categorized on the Prep Sheet report. Users have the option of creating prep categories for use. Learn more about [creating prep categories, here](https://help.restaurant365.net/en/support/solutions/articles/12000098297). Users may also utilize the default prep categories. The default R365 prep categories include: - Cook - Portion - Prep - Setup - Thaw - **Instructions** - Instructions for how to prep the item. |

#### Recipe Fields on the Recipe Report

The following recipe tab information appears on the detail view of the [Recipe Report](/doc/docs/recipe):

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(295).png)

---

### U of M Equivalence Tab

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

Click here for more information on [classic U of M Equivalencies](https://help.restaurant365.net/en/support/solutions/articles/12000091809).

Equivalencies appear on the Detail view of the [Recipe Report](/doc/docs/recipe):

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5e8aa129-0ab8-4340-bbe9-aa5548b33058.png)

---

### Ingredients Tab

The Ingredients tab is where users can add each purchased item or recipe item to this recipe as an ingredient. Once an ingredient has been added, users can click into several of the individual field cells to make updates or click the trashcan icon to delete the ingredient from the Recipe. The **Batch Cost** and **Portion Cost** fields **cannot** be edited as they are pulled and calculated from the Purchased/Recipe Item record cost. The **Current Cost** and **Prepped Cost** will update once the recipe is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/647d40e6-7392-4735-9ffe-42cc8c438a39.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Ingredient Selector | Select the purchased or recipe Item that will be the ingredient on this recipe. Once selected, the U of M value will be automatically set the item's **Inventory U of M** value. |
| **2** | Qty | The quantity of the item. This value is set to **1** by default but can be changed as needed. This field supports decimal values. |
| **3** | U of M | This value will be automatically set to the **Inventory UofM** of the item selected in the **Ingredient** column. Update the UofM that will be used for this ingredient as needed. UofMs that are **not** in the same type or base (each vs. weight vs. volume) **cannot** be used with an item of another base without a UofM equivalence set on the purchased item/recipe item itself. For more information on [classic UofM equivalencies, click here.](https://help.restaurant365.net/en/support/solutions/articles/12000091809) For [UofM conversions, click here](/doc/docs/unit-of-measure-conversions). |
| **4** | Yield % | This value is set to 100% by default, but can be changed as needed. An ingredient might use a **Yield %** lower than 100% if some of the ingredient is wasted in the production of this recipe. If 1/3 (33%) of an ingredient is wasted when making this recipe then the Yield % should be set to 67%. This field is used when calculating recipe costs. > A value greater than zero must be entered for each ingredient. |
| **5** | Instructions | Enter specific instructions for this ingredient. Each ingredient has an instructions line. This value appears on the summary and detailed views of the [Recipe Report](/doc/docs/recipe). |
| **6** | Batch Cost | This is a calculated value based on the selected ingredient (its respective cost) multiplied by the value set in the **Qty** column. This value **cannot** be edited during entry or in the ingredients table after the ingredient has been added. |
| **7** | Portion Cost | This is a calculated value based on the selected ingredient (its respective cost) multiplied by the value set in the **Qty** column, divided by the **Number of Portions** value found on the **Recipe** tab. This value **cannot** be edited during entry, or in the ingredients table after the ingredient has been added. |
| **8** | Add | After all fields have been completed/updated, click this button to add the ingredient to the recipe. > All values can be edited except the Batch Cost and Portion Cost after adding the ingredient to the ingredients table by clicking into their respective cells. |
| **9** | Compare Costs Drop Down | A drop-down menu listing of all locations. Checking one location will show that **location's specific costs** as noted on the item location record for that item. Checking multiple locations will average together costs from those locations. Selecting **none** will have the **same** net effect as selecting all—a total average of all locations. |
| **10** | Current Cost | This column contains the sum of all the **batch cost** values and represents the **total** batch cost of the entire recipe. |
| **11** | Total Portion Costs | This column contains the sum of all the **portion cost** values and represents the individual portion cost of the entire recipe based on the number of portions value found on the **Recipe** tab. |

---

### Recipes On Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/7ec21d87-ceaa-4133-9c91-0d196ce314f8.png)

This tab will contain a link to each Recipe that this Recipe is included as an Ingredient (sub-recipe)

---

### Steps Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/ddd734db-aabf-4b4c-839e-19104191b149.png)

This tab contains a text editor where Steps to prepare / cook / store the Recipe can be entered. These Steps will appear on the Recipe Report

---

### Location Settings Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/303ca068-7803-43aa-8e85-25d8c5d911dd.png)

From the Location Settings tab, settings that are specific to a certain location can be configured. Primarily, if the recipe item has any different Inventory UofMs, Selling U of M, or Selling Price Types, the specifications should be added here.

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Location | Location associated with the location setting. |
| **2** | Inventory U o M | The unit of measure used for this recipe item in inventory at the specified location. |
| **3** | Count U of M 2 | Second optional unit of measure for inventory count purposes. |
| **4** | Count U of M 3 | Third optional unit of measure for inventory count purposes. |
| **5** | Selling U of M | The U of M value that is the selling unit of measure when this item is sold from the Commissary. |
| **6** | Price Type | The manner of which the item is priced. Price Types are either Set $ Amount or Cost Markup %. > Recipe items *must* be marked as **Available in AR Invoice** to edit Selling UofM and Price Type fields. |
| **7** | Add | Adds additional location settings. |

---

### Location Costing Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0369c692-872d-4453-85e1-a71d5ad2e641.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Location | All of the locations that use this recipe. These locations are marked as having a Commissary or restaurant location type. |
| **2** | Cost (Reporting UofM) | Location-specific item costs based on Reporting U of M. |
| **3** | Cost (Inventory UofM) | Location-specific item costs based on the Inventory U of M. > This column only appears when **Available in Inventory** is checked on the **General** Tab. |
| **4** | Inventory UofM | The Unit of Measure used for this Recipe Item in Inventory. > This column only appears when **Available in Inventory** is checked on the **General** tab. |
| **5** | Commissary Status | Indicates whether an item is received from commissary or not. - A **Yes** indicates that the *item is assigned to a* [*commissary order guide*](/doc/docs/new-commissary-order-guides) *this location has access to* **and** is *available to order.* - Items *marked as unavailable to order* will display **No**, even if the recipe is listed on an order guide. |

---

## Assigning Recipes to Menu Items

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12046079305/original/K6LZCduwBxUggfYoYCmI8qWmUgzNrynQ0A?1548448506)

Creating your Recipes is Step 1 in a two step process. The true value of Recipe Costing is assigning (mapping) your completed Recipes to the Menu Items imported from your POS System. Click here for more information on [Mapping Recipes to Menu Items](/doc/docs/mapping-recipes-to-menu-items) and the different record types: [Menu Items vs Menu Item Links](/doc/docs/menu-items-menu-item-links)

* Denotes a required field.

Structured documents that provide insights and summaries of various operational metrics and financial data.

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).