--- title: "Recipes" slug: "recipe-items-page" description: "Navigate the Recipes list page to create recipes, filter the list, and run Update Recipe Costs to refresh all cost calculations." updated: 2026-01-21T23:11:53Z published: 2026-01-22T09:00:01Z canonical: "docs.restaurant365.com/recipe-items-page" --- > ## 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. # Recipes In Restaurant365 (R365), **recipes** represent prepared food or beverage items that are built from other inventory items, such as [ingredients](/doc/docs/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](/doc/docs/update-recipe-costs). --- ### 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ### 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) --- ## Recipe Items Page ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UM2HBXSF.png) | | 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**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K47HRS9C.png) | | **2** | Update Recipe Costs | Updates the recipe costs in the grid. Read more about [updating recipe costs](/doc/docs/update-recipe-costs). | | **3** | Create | Creates a new recipe. Opens an empty [recipe item record](/doc/docs/recipe-item-record). Learn about [creating a new recipe](/doc/docs/create-a-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](/doc/docs/manage-table-views). | | **5** | Table Actions | - **Search** - Filters the table for the entered text. - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png) - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** **-** Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. 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.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). 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.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) 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.](/doc/docs/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](/doc/docs/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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/aa548512-20c5-4ee0-9e0a-2a68dd1fceb8.png) icon to open the Bulk Edit form. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XN810N2E.png) 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](/doc/docs/location-groups-in-smart-ops). > Only location groups that have been allowed for operations will be listed. [![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b549c4e9-d019-4d64-90ab-2bce6deebd53.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12114899125/original/Dqyi09_kiQQLXQmHzSLy4qJJym3sHYAoFA.png?1663788113) ****Active**** Select from **Yes** and **No**. **Yes** indicates that the Item is active; **No** indicates that the Item is inactive. [![Application Description automatically generated with low confidence](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fcd2ba70-f634-473d-8d0a-6fd9bf349f4c.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12111253228/original/pINzlYRWx-WYB5F1EwHhshovdF2S3U4Riw.png?1657044211) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0ab243fd-3f92-4f39-a1d6-b21f8d0e1739.png) ****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. [![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/188d7bda-3b35-43ff-b8a4-865942aab41f.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12111253270/original/wG2ptNctX88GzlTbjE61a8EoRz2sGAz_bw.png?1657044276) ****Item Categories**** Select the appropriate option for each category by using the drop-down menu. [![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9ae2ab1d-b3de-461b-a545-079887c06899.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12111324416/original/W3mZq2dCclMCUF4BHZ2zgWRvA5FFySdFnA.png?1657146822) ****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](/doc/docs/working-with-smart-grids#inline-editing). --- ## 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](/doc/docs/recipe-item-record), or learn about the [new recipe record.](/doc/docs/new-recipe-record) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TC6DFDBE.png) Financial account used to record specific transactions in the general ledger. Structured documents that provide insights and summaries of various operational metrics and financial data.