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Overview

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

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


Manufacturing Groups

Manufacturing Groups are used to control which sites are allowed to manufacture a specific recipe. Commonly, these groups are named after the site type that will be manufacturing the recipe (Example: Central Kitchen, Bakery, Satellite Kitchens, etc.)

Perform the following steps to create a manufacturing group:

  1. Locate and select the Admin & Maintenance Tab and select Recipes and Menus. Then, select Manufacturing Groups.
  2. Enter the name of the Manufacturing Group on the last blank line marked with an asterisk *.
  3. Click Save Changes.

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Manufacturing Configs

Manufacturing Configs are built up of Manufacturing Groups. The manufacturing configuration is what gets assigned to a site like a Central Kitchen or Satellite Kitchen.

Create Manufacturing Configs

Perform the following steps to create a Manufacturing Config:

  1. Locate and select the Admin & Maintenance Tab and select Sites and Categories. Then, select Manufacturing Configurations
  2. Enter the name of the Manufacturing Configuration on the last blank line marked with an asterisk *.
  3. Select the checkboxes to define each Manufacturing Configuration.
  4. Click Save Changes.

Assign Manufacturing Configs

Manufacturing Configs are assigned at the site level. Only the sites who will be manufacturing should have a manufacturing config assigned.


Perform the following steps to assign a Manufacturing Config:

  1. Locate and select the Admin & Maintenance Tab and select Sites and Categories. Then, select Sites.
  2. Double-click on a site to select the site.
  3. From the Main tab, locate the Manufacturing Configs drop-down menu and select a Manufacturing Config.
  4. Select Save Changes.

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Creating a Recipe

Once the Manufacturing Group and Configs have been created and assigned, a recipe must be associated with the item that it manufactures. The below instructions will show the process of creating a recipe from scratch.

The instructions below regarding the Yield & Serving Sizes tab can also be done to an existing recipe.


Perform these instructions first in a test database if needed.

To create a manufactured item from scratch, start by creating a recipe to associate to the manufactured item first.

  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

    Associating a Manufactured Item

    The Yield and Serving Sizes tab is where you associate a Manufactured Item. It is also where you can create a Manufactured Item if it does not already exist.

     If the item this recipe Manufactured does not already exist...
    1. In the Yield and Serving Sizes tab, select the green plus sign button. 
    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. 
    3. You have successfully created a manufactured item and associated it with this recipe.
      Select the Cog Wheel  if you wish to edit the Manufactured Item.


    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.
  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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