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titleOverview

Manufacturing is the process of combining the raw ingredients of a recipe in order to create a new item in inventory.


Note

Before creating a manufactured recipe, the appropriate Manufacturing Groups and Configurations should be created.

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  1. Locate and select the Admin & Maintenance Tab and select Recipes and Menus. Then, select Recipes.
  2. Click Add Recipe.
  3. Select As a new blank recipe, then click Ok.
  4. Establish all recipe components. Then, click Save Changes

    Expand
    titleRecipe Info

    Recipe Info allows you to enter a long, short, and external description, recipe number, export code, recipe category, menu item type, delivery mode, HACCP information such as temperature, process type, and production area. You can also enter pan size, number of pans, a photograph of the completed recipe, and flag a recipe that needs further attention.

    Establish Recipe Info.

      1. Description - Enter a description of the recipe.
      2. Recipe Number - Enter the recipe number.
      3. Short Description - Enter a short description of the recipe.
      4. External Description - Enter an external description of the recipe. (Used to broadcast recipes to the web.)
      5. Export Code - Enter the export code. (Used to broadcast recipes to the web.)
      6. Recipe Category - Use the drop-down menu to select a recipe category (Breads/Grains, Entree, Fruit/Veg, Milk, Uncategorized).
      7. Menu Item Type - Use the drop-down menu to select a menu item type (Entree, Side Dish, Milk, Condiment, Non-food Item, Other).
      8. Delivery Mode - Use the drop-down menu to select a delivery mode (Any, Ready To Assemble, Ready To Serve).
      9. Temperature (F) - Enter a temperature to display on the recipe instructions.
      10. Pan Size - Enter the size of the pan to display on the recipe instructions. (Not required.)
      11. Number of Pans - Enter the number of pans a recipe will yield to display in the recipe instructions. (Not required.)
      12. Process Type - Use the drop-down menu to select the HACCP process type (No Cook, Same Day Service, Complex Food Preparation).
      13. Require Temperature Log - Requires temperature to be entered during Production process.
      14. Production Area - Use the drop-down menu to select a production area (Bread, Default, Dessert, Fruit, Main Dish, Side, Vegetable).
      15. Photo - Allows you to attach a photo of the finished recipe.
      16. Needs Attention - If there is a possible issue with the recipe (nutrition contribution, missing item, etc.), place a checkmark in the box and enter a statement.
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    Uploading a Photograph

      1. Click on the image icon Image Removed.
      2. An image box will appear. Right-click in the box and select Load.
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      3. Locate a select the file on your local or network drive. Then, click Open.
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      4. The image will appear in the window. Click Ok.
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    Expand
    titleSteps & Ingredients

    Steps & Ingredients allows you to establish steps for preparing, creating, cooking, and warming recipes.

    Establish Steps & Ingredients.

    Step Title - Enter a step on the row with the asterisk *.

    Note

    When you begin to enter information into the Step Title field, the Step # will appear as a code until you click outside of that row.

  5. Critical Control Point (CCP) - Use the drop-down menu to select from a list of CCPs (if applicable).
  6. Instructions - Enter a list of instructions in the drop-down menu. These will appear on the recipe instructions report.
  7. Photo - Photographs can be added at the step level by following the same procedures under Recipe Info.
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  8. Add Ingredients to Steps

  9. Click the plus + sign to expand a step.
  10. Enter a Catalog Number or Description in the correct column. Then, press Enter on the keyboard to open a list of items.

    Tip
    titleDid You Know?

    When an item is selected in a recipe, you may right-click and "jump to" the selected item in Item Maintenance, delete the ingredient/item from the recipe, and print/export the recipe grid.
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    Image RemovedSelect the correct item from the list. Then, click Ok.

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    Enter a measurement.

    & Serving Sizes
    Note
    title

    The

    weight will automatically be calculated according to item setup.

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    Repeat the process until all ingredients and steps have been added.

    Expand

    Yield

    Yield & Serving Sizes allows you to establish totals for each completed recipe and how a recipe can be distributed, determine if the recipe produces a completed item through manufacturing, and establish serving sizes depending on menu count types.

    Info
    titleDelivery Unit/Delivery Sub-Unit

    Delivery Unit and Delivery Sub-Unit are typically not selected. These exist to maintain the integrity of a legacy option.

    Establish Yield & Serving Sizes.

    Yield

    Yield - Use the drop-down menu to select a measurement type. Then, enter a quantity for the total the recipe yields/creates.

    Note

    You may enter free-text when selecting each (ea) to identify what "each" represents (e.g. slice, 2 oz. cup).

  11. Delivery Unit - Use the drop-down menu to select a delivery unit. Then, enter the number of base-units from the yield quantity per delivery unit.
  12. Delivery Sub-Unit - Use the drop-down menu to select a delivery sub-unit. Then, enter the number of base-units from the yield quantity per sub-delivery unit (if applicable).
  13. Manufactures Item - Links or creates a recipe to an item/manufactured item.

    Note
    titleManufacturing and Inventory Counts

    By completing the manufacturing process, ingredient items will be removed from inventory. The completed item will be placed in inventory for availability.

    Info
    titleGear Icon

    Clicking the gear icon opens the linked or created item in a new tab.

    1. Link an Item to a Recipe - Place a checkmark in the box to activate the magnifier icon to search and select an item from the list of available items.

    2. Create a Manufactured Item from a Recipe - Click the plus icon to create a new manufactured item. A tab will open allowing you to complete Item setup details for the newly manufactured item.

    Manufacturing Group - Use the drop-down menu to select the correct manufacturing group (if applicable). Typically, Central Kitchens will use this option.
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    tab is where you associate a Manufactured Item. It is also where you can create a Manufactured Item if it does not already exist.


    manufactures NOT

    Serving Sizes

    Serving Sizes can be established when portion sizes vary.

      1. Establish serving sizes where applicable.
        1. Description - Enter a description.
        2. Portion Size - Enter the portions for the serving size description. (e.g. Grades 6-8 receive .75 cup of diced fruit; Grades K-5 receive 2 mini muffins)
        3. Unit - Units are designated during item setup and cannot be changed.
        4. Weight - Weight is designated during item setup and cannot be changed.
        5. Servings - The number of servings will automatically recalculate once portion size is entered.
        6. Servings per Delivery Unit - Servings per Delivery Unit are designated during item setup and cannot be changed.
        7. Menu Count Types - Place a checkmark in each Menu Count Type to designate which portion sizes will be served.
      2. Click the plus sign cent to each serving size description to establish food contributions.
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    Expand
    titleIf the item this recipe
    Manufactured does
    not already exist...
    1. Select the Manufactures Item checkbox.
    2. Select the cog wheel button to the right.
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    Note

    The Yield and Serving Sizes tab is where you will also create a Manufactured Item.

    Expand
    titleNutrition

    Nutritional information is provided for recipes based on nutritional factors established in Items or by keying values from the food label. Additionally, fat and moisture changes can change nutritional values due to cooking.

    Establish Nutrition.

  14. If nutritional values do not exist, click Key from Food Label or edit nutritional information at the Item level. You may run the Calculate Nutrition report for additional details.
  15. Fat change after cooking - Use the drop-down menu to select a Fat Change Type. Then, enter the percentage of fat change.
  16. Moisture change after cooking - Enter the percentage of moisture change after cooking.

    Info

    Nutrition will need to be recalculated if fat or moisture changes are applied. To view an example of how fat and moisture percentages change after applied, review the example in Fat Change Types.

  17. This recipe is a grain-based dessert - Place a checkmark in the box is the recipe is a grain-based dessert.
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  18. Key from Food Label

      1. If nutritional values are not present, click Key from Food Label.
      2. Enter nutritional values. Then, click Ok.
        1. Nutritional Information is per - Use the drop-down menu to select a measurement. Then, enter the numerical value.
        2. Enter USDA Nutrient values.
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    Calculate Nutrition

  19. To review calculated nutritional values, click Calculate Nutrition.
  20. Uncheck the box if you do not want to Show All Nutrient Data. Then, click Ok.
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  21. Review the report. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.
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    Expand
    titleRecipe Info

    Recipe Info allows you to enter a long, short, and external description, recipe number, export code, recipe category, menu item type, delivery mode, HACCP information such as temperature, process type, and production area. You can also enter pan size, number of pans, a photograph of the completed recipe, and flag a recipe that needs further attention.

    Establish Recipe Info.

      1. Description - Enter a description of the recipe.
      2. Recipe Number - Enter the recipe number.
      3. Short Description - Enter a short description of the recipe.
      4. External Description - Enter an external description of the recipe. (Used to broadcast recipes to the web.)
      5. Export Code - Enter the export code. (Used to broadcast recipes to the web.)
      6. Recipe Category - Use the drop-down menu to select a recipe category (Breads/Grains, Entree, Fruit/Veg, Milk, Uncategorized).
      7. Menu Item Type - Use the drop-down menu to select a menu item type (Entree, Side Dish, Milk, Condiment, Non-food Item, Other).
      8. Delivery Mode - Use the drop-down menu to select a delivery mode (Any, Ready To Assemble, Ready To Serve).
      9. Temperature (F) - Enter a temperature to display on the recipe instructions.
      10. Pan Size - Enter the size of the pan to display on the recipe instructions. (Not required.)
      11. Number of Pans - Enter the number of pans a recipe will yield to display in the recipe instructions. (Not required.)
      12. Process Type - Use the drop-down menu to select the HACCP process type (No Cook, Same Day Service, Complex Food Preparation).
      13. Require Temperature Log - Requires temperature to be entered during Production process.
      14. Production Area - Use the drop-down menu to select a production area (Bread, Default, Dessert, Fruit, Main Dish, Side, Vegetable).
      15. Photo - Allows you to attach a photo of the finished recipe.
      16. Needs Attention - If there is a possible issue with the recipe (nutrition contribution, missing item, etc.), place a checkmark in the box and enter a statement.
        Image Removed

    Uploading a Photograph

      1. Click on the image icon Image Removed.
      2. An image box will appear. Right-click in the box and select Load.
        Image Removed
      3. Locate a select the file on your local or network drive. Then, click Open.
        Image Removed
      4. The image will appear in the window. Click Ok.
        Image Removed

        Establish all recipe components. Then, click Save Changes

    Expand
    titleSteps & Ingredients

    Steps & Ingredients allows you to establish steps for preparing, creating, cooking, and warming recipes.

    Establish Steps & Ingredients.

    Step Title - Enter a step on the row with the asterisk *.

    Note

    When you begin to enter information into the Step Title field, the Step # will appear as a code until you click outside of that row.

  22. Critical Control Point (CCP) - Use the drop-down menu to select from a list of CCPs (if applicable).
  23. Instructions - Enter a list of instructions in the drop-down menu. These will appear on the recipe instructions report.
  24. Photo - Photographs can be added at the step level by following the same procedures under Recipe Info.
    Image Removed
  25. Add Ingredients to Steps

  26. Click the plus + sign to expand a step.
  27. Enter a Catalog Number or Description in the correct column. Then, press Enter on the keyboard to open a list of items.

    Tip
    titleDid You Know?

    When an item is selected in a recipe, you may right-click and "jump to" the selected item in Item Maintenance, delete the ingredient/item from the recipe, and print/export the recipe grid.
    Image Removed

    Image Removed
  28. Select the correct item from the list. Then, click Ok.
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  29. Enter a measurement.

    Note

    The weight will automatically be calculated according to item setup.

    Image Removed

  30. Repeat the process until all ingredients and steps have been added.

    Expand
    titleYield & Serving Sizes

    Yield & Serving Sizes allows you to establish totals for each completed recipe and how a recipe can be distributed, determine if the recipe produces a completed item through manufacturing, and establish serving sizes depending on menu count types.

    Info
    titleDelivery Unit/Delivery Sub-Unit

    Delivery Unit and Delivery Sub-Unit are typically not selected. These exist to maintain the integrity of a legacy option.

    Establish Yield & Serving Sizes.

    Yield

    Yield - Use the drop-down menu to select a measurement type. Then, enter a quantity for the total the recipe yields/creates.

    Note

    You may enter free-text when selecting each (ea) to identify what "each" represents (e.g. slice, 2 oz. cup).

  31. Delivery Unit - Use the drop-down menu to select a delivery unit. Then, enter the number of base-units from the yield quantity per delivery unit.
  32. Delivery Sub-Unit - Use the drop-down menu to select a delivery sub-unit. Then, enter the number of base-units from the yield quantity per sub-delivery unit (if applicable).
  33. Manufactures Item - Links or creates a recipe to an item/manufactured item.

    Note
    titleManufacturing and Inventory Counts

    By completing the manufacturing process, ingredient items will be removed from inventory. The completed item will be placed in inventory for availability.

    Info
    titleGear Icon

    Clicking the gear icon opens the linked or created item in a new tab.

    1. Link an Item to a Recipe - Place a checkmark in the box to activate the magnifier icon to search and select an item from the list of available items.

    2. Create a Manufactured Item from a Recipe - Click the plus icon to create a new manufactured item. A tab will open allowing you to complete Item setup details for the newly manufactured item.

  34. Manufacturing Group - Use the drop-down menu to select the correct manufacturing group (if applicable). Typically, Central Kitchens will use this option.
    Image Removed
  35. Serving Sizes

    Serving Sizes can be established when portion sizes vary.

      1. Establish serving sizes where applicable.
        1. Description - Enter a description.
        2. Portion Size - Enter the portions for the serving size description. (e.g. Grades 6-8 receive .75 cup of diced fruit; Grades K-5 receive 2 mini muffins)
        3. Unit - Units are designated during item setup and cannot be changed.
        4. Weight - Weight is designated during item setup and cannot be changed.
        5. Servings - The number of servings will automatically recalculate once portion size is entered.
        6. Servings per Delivery Unit - Servings per Delivery Unit are designated during item setup and cannot be changed.
        7. Menu Count Types - Place a checkmark in each Menu Count Type to designate which portion sizes will be served.
      2. Click the plus sign cent to each serving size description to establish food contributions.
        Image Removed
    Expand
    titleNotes and Comments

    The tab includes free text blocks for Comments, Production Notes & Serving Notes. WinFSIM conversions will prefill the note tab should a recipe include any of the above notes. When printing a manufacturing recipe, if the site printing the recipe does not manufacture, the production & serving notes will print & the manufacturing instructions will not print.

    Enter necessary Comments, Production Notes, and Serving Notes that you would like to include in reports.

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    Expand
    titleAllergens

    The Allergens tab allows to you review allergens within a recipe.

    Info

    In order for allergens to appear, they must be established at the item level (e.g. Grilled cheese recipe - milk and wheat allergens will be carried forward from noting milk as an allergen in cheese and wheat as an allergen in bread).

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    You may wish to Test Print Instructions once you have established a recipe.
    1. In the Yield and Serving Sizes tab, select the green plus sign button. Image Added
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    2. You will see a pop-up which will confirm that you are trying to create a new item associated with this recipe. Select Yes to proceed. 
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    3. You have successfully created a manufactured item and associated it with this recipe.
      Select the Cog Wheel Image Added if you wish to edit the Manufactured Item.
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    4. Select Save Changes when finished.


...

Checking a Manufactured Item

If a new item was created while working on the Yield & Serving Sizes tab of the associated recipe, that item should be checked for accuracy via the item-specifics tab.

  1. Locate and select the Admin & Maintenance Tab and select Items and Catalog Numbers. Then, select Items.
  2. Find the Manufactured Item you would like to check. Double-click on the item.
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  3. Click on the Item-Specifics tab of the recipe. Here, you can verify that the primary unit and case size of the item matches the Yield and Serving Sizes tab of the associated recipe.
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