The Purpose of Ingredients: Stock Management
It is not essential to input ingredient information, however, if you do, you will be able to keep track of your ingredient stock as their attributed items are used. You will only input ingredient information if you wish to manage ingredient stock.
For example, if you want to record how many eggs you use, you will need to input eggs as a product, and then assign it to the items where it is used (eg. eggs benedict, omelette).
If you also want to use the Preparation List function (Stock Management App) to forecast how much ingredient stock you need in the future, you should also consider creating Working Items.
You will first need to add the ingredients as products to the products list.
1. Navigate to Products > Add Product.
2. Fill in the product name, product code, and Save. (This will make more fields appear.) Then, select the Ingredient type.
Scroll down and input the price and cost.
3. Click Save.
4. Navigate to the Stock Management tab within the Product Details.
5. Link the ingredient to its associated Supplier and Location, then scroll down to Stock Quantity. If you have not yet set up your Supplier or Location, see Stock Management > Locations and Stock > Supplier.
6. Fill in the safety stock, ordering quantity, stock factor, unit, and tick Stock Item.
7. Click Save.
Assigning Ingredients to Items
- Return to the Products page. Find the item to which you wish to attach an ingredient to and press the Edit (pencil) button to access the product details.
Eg. the item to which we wish to assign the egg ingredient is the egg sandwich, so we will access the product details of the egg sandwich.
2. Navigate to the Stock Management tab within the Product Details.
Scroll down to Ingredients.
3. Click Add Ingredient, and under Name, enter the ingredient product. Only products which have been set as the ingredient type will appear as options in this field. Set the Quantity to however many units of the product will be used in producing the item.
Eg. 1 egg will be used in producing an egg sandwich, so the quantity is 1. Even though the ingredient product is a dozen eggs, the system will know that we are referring to the usage of one egg alone (rather than the usage of one dozen eggs) because in the carton egg product details, we set the Stock Factor as 12, which set the product unit as 1 egg.
Creating the ingredient:
Product Item ÷ Stock Factor = Product Unit
i.e. 12 eggs ÷ 12 = 1 egg
Assigning the ingredient:
Product Unit × Quantity = Amount of Ingredient Used When Producing Item
i.e. Egg sandwich: 1 egg × 1 = 1
If a different item, such as crêpe, requires 2 eggs to produce, set the stock management ingredient quantity as 2 in the crêpe product details.
4. Click Save.
Repeat these steps for any other products that use the same ingredient(s).
Now that you have created the ingredients and assigned them to their products, you can manage the stock!
A "working item" is a specific type of product especially made for advanced stock management users.
A working item is in the middle stage of completion, between "ingredient" and final "item".
- Each Product is an Item by default
- An Item is the finished product given to the customer
- At a bare minimum, all you need are Items
- The stock of an item reduces as it is sold
- Each Ingredient must be set manually
- An Ingredient must be set as an Ingredient of an Item
- More than one Ingredient can be linked to an Item
- As the Item gets used up (sold), the corresponding Ingredients are also used up (the stock goes down)
For most Stock Management purposes, you will only need to regulate your Items, and sometimes Ingredients.
If you use the Stock Management app, you may also want to create daily Preparation Lists. Preparation lists will look at how much of each ingredient you used in the past and instruct you how much you will need for the future. To use this feature, you will also need to create Working Items, which are the middle stage between the Ingredient and the final Item.
- Each Working Item must be set manually
- A Working Item must be set as an Ingredient of an Item
- More than one Working Item can be linked to an Item
- It is made up of other Ingredients
- As the Item gets used up (sold), the Working Item is also used up (the stock goes down)
For example, if you bake cakes, you may want to see how much milk, flour, and eggs you should purchase for the next week, based on the previous week of sales.
In this case, you will need to:
- Create the Ingredient(s): eggs, flour, milk, sugar, cornstarch
- Create the Working Item(s): the cake batter and icing
- Create the Item: the final cake product
- Set the eggs, flour, and milk as Ingredients of the cake batter
- Set the cake batter as an Ingredient of the cake
- Set the sugar and cornstarch as Ingredients of the icing
- Set the icing as an Ingredient of the cake