Manufacturing is the process of combining raw ingredients of a recipe in order to create an item for production purposes.
From the Home tab, select Manufacturing.
Manufacture Recipes
Manufacturing is made easy through the Manufacturing wizard.
Step 1: Click Add New from the Action tab.
Step 2: Begin the manufacturing process by following the wizard and click Next.
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.
- Manufacture Items Manually - Select this option when choosing a recipe from the established list of recipes.
Manufacture Items based on Calculated Needs
Step A: Use the calendar tool to establish a date range when considering pending orders. Then, click Next.
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.
Step C: Ensure the dates and meals are correct. Then, click Finish.
Manufacture Items Manually (Ad Hoc)
Step A: Enter the recipe/item in the Search area. Select the correct recipe/item. Then, click Next.
Step B: Enter the quantity to manufacture. Then, click Next.
The recipe will scale ingredients to match the necessary quantity.
Step C: Ensure the ad hoc recipe/item is correct. Then, click Finish.
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.
Click in either the Unfilled Orders tab or the Planning tab to review manufacturing orders.
Only one tab will appear if you did not select to include both Pending Orders and Meal Planning from Satellites during the initial manufacturing process.
Print Recipe Reports
After selecting the correct recipe, locate Print.
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.
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.
Start the Manufacturing process
Ensure you have selected the correct recipe. Then, click Start Manufacturing in order to complete the manufacturing process.
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.
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.
