Introduction

This article contains information on creating batch recipes products within Centegra Plus as part of the Inventory Management module. A "batch" recipe product is one which:

• Is typically a product containing ingredients that make up a typical batch size. (e.g. a batch of sauce made up for other recipes, or a batch or muffins baked each morning.)
• Is not typically sold, as it exists only to use as an ingredient within other recipe products. 
• Can be counted within stock counts and transferred between sites as a batch. (Note that batch counts and movements are applied to the individual components of the batch, not the batch itself.) 

A batch recipe does not include the scenarios listed below:

• A standard saleable recipe. For setting up these products, Click Here. 
• Batch recipes required for the Product Preparations feature, as these should be stock type Made. For setting up Made products, Click Here.
• Recipes that represent yield loss/gain as part of kitchen production (when not using the above Product Preparations feature). For setting up these products, Click Here. 

Contents

Creating New Batch Recipe Products

Create The Product

Batch recipes are typically only required in Centegra Plus, so are created as brand new products directly within Centegra Plus.

To create the batch recipe product:  

• Head to Product Management > Products.
• Select [NEW CENTEGRA PLUS PRODUCT]. 

In the New Product page, enter:

• Long Product Name: Enter the name of the product. (Recommendation: Prefix this with "Batch")
• Short Product Name: Copy the name of the product into this field. 
• Code: Enter your own code for the product. (If one is not required, copy the auto-generated PLU.)
• Stock Master Group: Select the master group that contains the stock group that the product should report to.
• Stock Group: Then select the stock group that the product should repot to. 
• Stock Type: Select Recipe. 

Then select [CREATE & ADD MORE DETAIL].

Define The Batch Recipe Sizing

Once the batch recipe product has been created, you need to define the batch recipe sizing within the Product Sizing section of the Product Detail tab. There are three sizing units that need defining: 

• Base Unit Size
• Receiving Unit Size
• Stocking Unit Size

First, define the the Base Unit Size. The Base Unit Size should represent the smallest size required for this product. It is this size that the other sizes you will set up next are based on, and it is this size that you will see when linking the batch to recipes that use the batch as an ingredient.

Whilst this can be anything you require, typically this is: Gram, ML, Oz or Each.

To update the Base Unit Size: 

• Base Unit Name: Against the existing base unit name, select [EDIT]. 
• Base Unit Name: Enter the description of the products base unit.
• Select [UPDATE UNIT NAME]. 

Next, skip a row and define the Receiving Unit Size. The Receiving Unit Size must represent the total size of the batch that you are creating. When you link ingredients to this batch later on, the ingredients will make up this size. 

To update the Receiving Unit Size: 

• Receiving Unit Name: Enter the description of the products receiving unit.
• Receiving Units: Enter the number of Base Units in the Receiving Unit Name. 

Next, go back up a row and enter the Stocking Unit Size. The Stocking Unit size is flexible, and can vary depending on the nature of the batch recipe. Think about how users may wish to enter counts for this product (if the batch is to be included within stock counts). For example, a generic weight (e.g. "KG") or measurement size may be suitable. If no different sizing is needed here, then just copy the Receiving Unit Size details from above, as you cannot leave this blank and it needs to be mathematically correct based on the sizing labels.  

To update the Stocking Unit Size: 

• Stocking Unit Name: Enter the description of the products stocking unit.
• Stocking Units: Enter the number of Base Units in the Stocking Unit Name. 

Finally, check that the Display Unit is set as Receiving. This is essential for batch recipe products.  

Review the Product Sizing Sanity Check to make sure that the sizing makes sense, and once checked, select [SAVE & REMAIN]. 

Link Ingredients To The Batch Recipe

The final step is to link ingredients to the batch product within the Recipes tab. 

First, check the Recipe In Size at the top correctly displays the size of the batch that you are about to create at the top of the page.

This should reflect the description of the Receiving Unit Name entered in the previous step. 

To link an ingredient, select [NEW RECIPE ITEM]. 

In the blank row that is added at the bottom: 

• Recipe Component: Select the ingredient from the list.
• Quantity: Enter the quantity of the ingredient in the recipe, based on the Unit Size shown. 

For reference, the following information is also shown: 

• Unit Cost: Displays the cost of one unit of the ingredient, based on the Unit Size shown.
• Cost Net: Displays the total net cost of the ingredient within this recipe based on the quantity.
• Type: Displays the ingredients stock type. (Ingredients can be supplied stock or other recipes.) 

Repeat the process to add additional recipe ingredients.

As additional ingredients are added, the Total Cost Net will update showing you the total recipe cost. 

Once all ingredients are added, select [SAVE & EXIT]. 

Assign Additional Settings (Optional)

Once the recipe has been configured, if required, you can:

• Enable the Allow Batch Counting option within the Additional Options section of the Product Detail tab, to allow this product to be included within stock count sheets and stock transfers. (Note that batch counts and movements are applied to the individual components of the batch, not the batch itself.)
• Access the Allergens & Nutrition tab to Assign Allergens To The Product. 
• Assign any Recipe Adjustments to the recipe. 

Updating Existing Batch Recipe Products

To edit an existing batch recipe product: 

• Head to Inventory Management > Products. 
• Locate the required product and select [EDIT] then [PRODUCT].

Within the existing batch recipe product, you can: 

• Edit Core Product Details
• Assign Specific Batch Recipe Settings
• Increase/Decrease The Size Of The Batch
• Update Allergens Assigned To The Recipe

Ensure that you select [SAVE & EXIT] to save any changes before leaving the product.

Edit Core Product Details

Click Here for details on editing core product details that are not related to Inventory Management. 

Assign Specific Batch Recipe Settings

Within the Product Details tab of the batch recipe product, the following settings applicable for batch recipes only are available: 

• Allow Batch Counting*: Enable this if the batch recipe can be: 
  • Added into period stock count sheets to enter stock counts against the batch recipe. 
  • Transferred as a batch recipe between sites using stock transfers. 

*Note that if Allow Batch Counting is enabled, the counts/movements are not recorded against the batch recipe itself; they are recorded against the raw components that make up the batch recipe. 

Manage Ingredients Assigned To The Recipe

Within the Recipe tab of a product, you can edit an existing ingredient by updating the Quantity field based on the Unit Size shown. 

You can also remove an ingredient by selecting the delete icon on the relevant row. 

If a new ingredient is required for the product, select [NEW RECIPE ITEM], and then in the blank row that is added at the bottom: 

• Recipe Component: Select the ingredient from the list.
• Quantity: Enter the quantity of the ingredient in the recipe, based on the Unit Size shown. 

For reference, the following information is also shown: 

• Unit Cost: Displays the cost of one unit of the ingredient, based on the Unit Size shown.
• Cost Net: Displays the total net cost of the ingredient within this recipe based on the quantity.
• Type: Displays the ingredients stock type. (Ingredients can be supplied stock or other recipes.) 

Increase/Decrease The Size Of The Batch

If the size of the batch recipe that is made up increases or decreases, you may wish to update this within Centegra Plus so that the recipe reflects the actual ingredient quantities used. 

To increase of decrease the size of a batch recipe within Centegra Plus, within the the Product Sizing section of the product within the Product Detail tab:

• Receiving Unit Name: Update the receiving unit name to reflect the new size of the batch. 
• Receiving Units: Specify the number of Base Units in the new Receiving Unit size. 

Then select [SAVE & REMAIN]. 

Once saved, access the Recipes tab. 

You should see that the quantity of each ingredient has increased or decreased by the same ratio as the batch size increase or decrease. If the proportion of ingredients remains the same, no changes should be needed. However, review the list of ingredients and update any quantities as required. 

Update Allergens Assigned To The Recipe

Click Here for details on managing allergens assigned to products.  

Deleting Batch Recipe Products

Batch recipe products within Centegra Plus can be marked as deleted if no longer part of Inventory. 

A batch recipe product is essentially a recipe product within Centegra Plus, therefore the deletion process is the same as deleting a standard recipe product. For more details on how to do this, Click Here.