Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
bgColor#ffffff
titleColor#ffffff
titleBGColor#5084ee
titleOverview

 Manufacturing is the process of combining raw ingredients of a recipe in order to create an item for production purposes.

Panel
bgColor#ffffff
titleColor#ffffff
titleBGColor#5084ee
titleOverview

 Manufacturing is the process of combining raw ingredients of a recipe in order to create an item for production purposes.

...

Anchor
Start Manufacturing
Start Manufacturing
From the Home tab, select Manufacturing.

Image Added

...

Manufacture Recipes

Manufacturing is made easy through the Manufacturing wizard.


Step 1:
 Click Add New from the Action tab.

Image Added


Step 2: Begin the manufacturing process by following the wizard and click Next.

Image Added


Step 3: Select the correct Manufacturing option(s). Then, click Next.

  • Include Pending Orders - Bases manufacturing off of pending orders from site locations.
  • Include Meal Planning from Satellites - Bases manufacturing off of meal planning counts from satellite locations.

Image Added

...

Anchor
Calculated Needs
Calculated Needs
Manufacture Items based on Calculated Needs

Step A: Use the calendar tool to establish a date range when considering pending orders. Then, click Next.

Image Added


Step B: Establish Satellite Menu Planning options. Then, click Next.

  • Use the calendar tool to select a date when considering meal planning counts.
  • Select one or more meal types.

Image Added


Step C: Ensure the dates and meals are correct. Then, click Finish.

Image Added

...

Anchor
Manufacture Manually
Manufacture Manually
Manufacture Items Manually (Ad Hoc)

Step A: 

...

Enter the recipe/item in the Search area. Select the correct recipe/item. Then, click Next.
 

Image Added


Step B: Enter the quantity to manufacture. Then, click Next.

Note

The recipe will scale ingredients to match the necessary quantity.

Image Added


Step C: Ensure the ad hoc recipe/item is correct. Then, click Finish.

Image Added

...

Review Manufacturing Counts

For each recipe, the Quantity Needed (total of all quantities ordered and/or planned), Quantity On Hand (previously manufactured items remaining in inventory), and Quantity To Manufacture (difference between the Needed and On Hand quantities) is listed. 

Click the + sign next to each recipe to review Ordered and Planned counts from satellite locations.

Image Added


Click in either the Unfilled Orders tab or the Planning tab to review manufacturing orders.

Note

Only one tab will appear if you did not select to include both Pending Orders and Meal Planning from Satelites during the initial manufacturing process.

Image Added

Image Added

 

...

Print Recipe Reports

After selecting the correct recipe, locate Print.

Image Added


Recipe Ingredient Pull Sheet

 
Step 1: Select 
Recipe Ingredient Pull Sheet.


Step 2: You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

Image Added


Recipe Instructions

 

Step 1: Select Recipe Instructions.


Step 2: You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

Image Added

...

Start the Manufacturing process

Ensure you have selected the correct recipe. Then, click Start Manufacturing in order to complete the manufacturing process.

Image Added


Enter Labor Hours (if applicable), an Expiration Date for the item manufactured, and adjust any Case/Unit Quantities and Partial Quantities as needed. Then, click Save Changes.

Note

If you choose to manufacture items for future planning, enter a future expiration date. This ensures that inventory will be pulled to fulfill orders by the item with the closest expiration date.

 

Image Added