A recipe is used to link a specific product with one or more stock cards. When a customer orders a product and you register it on the till, the system automatically deducts the configured quantity of ingredients from the relevant stock cards. This gives you an overview of stock levels and ensures that costs and margin are calculated correctly in the reports.
You can create a recipe only if you have already created the relevant product and stock cards (and, where applicable, semi-finished products).
| Warning: Stock cards only start to be deducted after you correctly link the products using a recipe. They are not deducted retrospectively – if you create the recipe only after the product has already been sold, previous sales will not be adjusted in stock. |
English subtitles are available in the video.
Creating a recipe
You can find recipe settings in the Businesses → Products section. In the products table, you will see the Recipes column, where you can create a new recipe for a product by clicking New recipe or edit an existing one via Edit recipe. Thanks to the button label, you can immediately see whether a recipe has already been created or not.
| Warning: If you do not see the Recipes column in the products table, it means that in the top left you have not selected a specific Business, but the option All businesses. First select a specific business; only then will the Recipes column appear and you can start working with recipes. |
After clicking any of these buttons, the recipe detail will open, where you can configure stock cards, any semi-finished products, the preparation method, and notes.
Recipe for multiple portions function
In the upper part of the detail, you will find the option Recipe for multiple portions.
Use this feature when the recipe does not describe a single sold portion but a larger batch, for example: a whole tray of lasagne (e.g. 12 portions), a gastronorm container of soup (e.g. 20 portions), a larger batch of syrup or a cocktail pre-mix.
To use the Recipe for multiple portions function, tick the checkbox, enter the number of portions or pieces of the final product, and then enter the total quantities of ingredients for each stock card or semi-finished product.
The system will then automatically recalculate the costs, margin and markup for one sold portion based on the product price you have set.
Stock cards vs. Semi-finished products
A recipe consists of two parts:
- Stock cards – standard ingredients (flour, cheese, meat, rum, tonic, vegetables, etc.).
- Semi-finished products – grouped ingredients or purchased ready-made products (e.g. purchased cheesecake, ready-made dressing, syrup, ready-made dough).
When to use stock cards
Use stock cards in recipes whenever it is a real ingredient or goods in stock from which the quantity should be deducted when the product is sold. This includes, for example, flour, meat, cheese, vegetables, but also drinks such as a can of Coca-Cola, a bottle of wine, and so on.
When to use semi-finished products
Semi-finished products have mainly a supporting function in recipes and are suitable especially in the following cases:
- when you need to group several ingredients into one unit that is used repeatedly (e.g. base sauce, marinade, syrup), but it is not tracked as a separate production item in stock,
- when it is a technical semi-finished product for waste calculation or for gross/net weight (e.g. “Salmon – net weight”).
|
Important: Semi-finished products in product recipes should only be used if the stock level of the semi-finished product itself is not tracked separately. If the semi-finished product is produced using the Production function, it becomes a stock card tracked in inventory. In final recipes, it is therefore necessary to enter it as a stock card to avoid double deduction from stock. |
Editing and deleting a recipe
After clicking Edit recipe, the detail will open where you can easily change the recipe:
- overwrite the quantity in the Quantity column,
- change the stock for deduction in the Stock for deduction drop-down,
- remove a stock card by clicking the X icon on the right-hand side,
- similarly, you can add or remove a semi-finished product,
- and edit the Method or Notes.
If you remove all stock cards (and semi-finished products), the recipe will be automatically deleted from the product. Confirm the changes with the Edit button at the bottom of the page.
|
Tip: At the bottom of the recipe detail, you will find the information Last edited by user – you can see the user’s name and the date of the last edit. Changes have been saved since the end of May 2024. Recipes that were created or edited before this date may therefore not contain information about which user created or edited them. |
Costs, margin and markup in the recipe
At the bottom of the recipe detail, you will find a block with an overview of costs and profitability:
It shows the following:
- Costs excl. VAT / incl. VAT – the total value of all ingredients in the recipe for 1 sold item/portion (based on the prices of stock cards and semi-finished products).
-
Margin (%) – shows the percentage profit you make from selling the product.
Formula: (Sales price – stock price) / sales price × 100. -
Markup (%) – expresses by how many percent the sales price is higher than the costs.
Formula: (Sales price – costs) / costs × 100. - Product price – the sales price you have set for the product in the Businesses → Products section.
| Tip: The recommended margin should not fall below approximately 60% in the long term. If the margin is negative, check the following: product sales prices, purchase prices of stock cards, and whether any stock-in movements are missing. |
Exporting recipes – control and step-by-step instructions for staff
You can easily export recipes for cost and margin control outside the system (e.g. in Excel) or as work instructions for staff – a PDF of the recipe with the Method section filled in, which can serve as an exact step-by-step guide on how to prepare a specific dish or cocktail.
You can export them:
in the products overview using the Bulk action function,
in the detail of a specific recipe using the Export to PDF button.
Practical examples
⬇️ Show / hide practical examples
Example 1 – Restaurant
- Business type: restaurant
- Product: pizza margherita
- Stock cards: tomatoes, mozzarella, garlic, olive oil, dough, etc.
In the recipe, you set that for 1 pizza you need, for example:
- 2 tomatoes,
- 0.15 kg mozzarella,
- 3 cloves of garlic.
With each sale of 1 pizza on the till, the specified quantity of ingredients will be automatically deducted from stock via the recipe.
Example 2 – Flower shop
- Business type: flower shop
- Product: “Valentine’s tulip bouquet”
- Stock card: tulips (pcs)
On the stock card, you have 5,000 pcs of tulips in stock. In the recipe, you set that 10 tulips are used for 1 bouquet. With each sale of a bouquet, 10 pcs of tulips will be deducted from stock.
Example 3 – Wine shop
- Business type: wine shop
- Product: wine by the glass / bottled wine
- Stock card: bottle of wine (pcs) with conversion to litres enabled
If you know that 1 bottle has 0.75 l, you set up a unit conversion from pieces to litres on the stock card. In the recipe for a glass of wine, you enter the quantity 0.2 l. Even though the wine is stocked in pieces (bottles), sales by the glass will be deducted in litres, and the system will correctly calculate how many bottles were actually used.