Set up recipes

A recipe tells the app what a menu item is made of — which inventory items it consumes, and how much. With recipes in place, every sale deducts the right stock automatically, and the app can work out each item's cost.

Franchise If your store is connected to a franchise, some recipes may already be in place — the franchisor can ship recipes with its menu preset. See the franchise note at the bottom of this page.

What a recipe does

When an item with a recipe is sold:

• its inventory items are deducted from the selling store's stock, and
• the recipe's quantities feed the item's cost, used in reporting.

Without a recipe, an item still sells — but its stock is not tracked and its cost is unknown.

1. Open the item's edit dialog

In the master menu, find the single item you want to give a recipe to and click the pencil (edit) icon on its row in the Items panel.

2. Switch to the Recipe tab

The item dialog opens on its default tab. Click the Recipe tab to switch to the recipe editor — a two-column, drag-and-drop layout with Available Inventory on the left and the recipe zone on the right.

3. Drag an ingredient into the recipe zone

Find the ingredient in the left panel — use the Search box if the list is long — then drag the card across into the recipe zone. The zone highlights when you hover over it as a valid drop target. As soon as you release, a Quantity dialog opens.

4. Set the quantity for one sale

Enter how much of the ingredient one sale consumes, in the item's unit (the unit you set when you defined the inventory item — 0.15 kg, 1 pcs, 50 ml, …). Confirm to add the line to the recipe.

5. Per-size recipes (sized categories only)

If the item's category has sizes (Small / Regular / Large, …), the recipe zone has one tab per size. Switch tabs and build a separate list for each, so a Large can consume more than a Small.

6. Save the item recipe

Click Update Recipes at the bottom of the Recipe tab — the button pulses while you have unsaved changes. Until you save, your edits live in the form only — closing the dialog without saving discards them. After saving, the next sale of this item starts deducting the listed ingredients from the selling store's stock.

Back on the master menu, the saved recipe lights up the item's Cost and Margin columns in the Items panel — until then both show as a dash. A red margin warns you the item is selling below or close to cost; a green one is on the right side of break-even.

Add-on recipes

Add-on options can have recipes too. An option like "Extra cheese" consumes inventory the same way an item does, so choosing it on an order deducts stock. The flow mirrors an item recipe — open the option, switch to its Recipe tab, drag in ingredients.

An add-on can also change the item's own recipe instead of adding to it. It can leave something out, like "No Coffee". It can swap one ingredient for another, like "Decaf". You choose this with the Effect in step 10.

7. Open the add-on option's edit dialog

In the master menu, select the category that holds the add-on you want to give a recipe to. In the Sizes & Add-ons panel on the right, find the option's row inside its add-on group, then click the small pencil (edit) icon to open the option dialog.

8. Switch to the Recipe tab

The option dialog has two tabs. Click the Recipe tab to switch to the recipe editor. (If you are adding a brand-new option, the Recipe tab stays disabled until you save the Details first — save the option, then come back to add its recipe.)

9. Drag an ingredient into the recipe zone

Find the ingredient in the Available Inventory panel — use the Search box if the list is long — and drag the card across into the recipe zone. The Add Inventory dialog opens when you release.

10. Choose the effect and set the quantity

The dialog starts with an Effect, set to Add. Pick what this add-on does with the ingredient. The small info icon beside Effect shows the same guidance in the app.

• Add — choose this when the add-on puts something extra into the item. For example, "Extra Shot" adds one more shot of coffee.
• Remove — choose this when the add-on leaves out something the item normally has. For example, "No Coffee" makes Coffee Milk without the coffee.
• Replace with — choose this when the add-on swaps something in the item for something else. For example, "Decaf" makes the drink with decaf beans instead of regular coffee beans.

With Remove and Replace with, the ingredient you dragged in is the one in the item's own recipe that the add-on acts on. If an item's recipe does not use that ingredient, the add-on changes nothing for that item.

For Replace with, also pick the Replacement Ingredient and a Multiplier. The multiplier starts at 1. The app deducts the replacement instead, at the item's own amount times the multiplier.

For Add, enter how much one use of this add-on consumes, in the ingredient's unit. When a customer picks the same option more than once on a single order (e.g. "Extra pearls × 3"), the deduction is multiplied by the selected quantity at sale time — so the value here is per single selection. Remove and Replace with apply once per item, however many times the option is picked.

Franchise A franchisor can set these effects on its preset lines, and a franchise store has one limit of its own. See the franchise note at the bottom of this page.

11. Save Recipes

Click Update Recipes at the bottom of the Recipe tab — the button pulses while you have unsaved changes. Closing the dialog without saving discards them. After saving, choosing this add-on on an order starts deducting its ingredients alongside the item's own.

Back on the master menu, the saved recipe lights up the option's Est. Cost and Margin columns in its add-on group's options table — until then both show as a dash. A red margin warns the option's price adjustment is too low for what it consumes; a green one is on the right side of break-even.

An option with a Remove or Replace with line shows Varies by item instead of a cost. What it saves or costs depends on the item it is used with.

Combos

A combo item has no recipe of its own. Its stock and cost come from the recipes of the items inside it — define those on each component item, not on the combo.

One recipe, every store

A recipe is defined once on the master menu and applies to every store. The deduction always hits the selling store's own inventory, using that store's stock levels.

Read next

Recipes from a franchise preset

When you pull a franchisor's preset, its items can arrive with recipes already attached. Open such an item's Recipe tab and the franchisor's lines sit alongside any you add yourself.

1

2

1 Franchisor line — carries the franchise logo badge and is locked: its delete icon is greyed out, so you cannot remove it.

2 Your own line — added the usual way and fully editable, with an active red delete. Build your own recipe alongside the franchisor's; the preset lines stay put.

Add-on recipes from a franchise preset

A franchisor can set an Effect on its preset add-on lines. These are the same three effects as in step 10. The lines carry the franchise logo badge and are locked, like the item recipe lines above. You cannot delete them.

A franchisor's Remove or Replace with line is read-only. A franchisor's Add line is locked too, except for its quantity. Its dialog shows the Effect greyed out, with this note: Franchise-linked recipe — the effect, replacement and multiplier are set by the franchisor. Only the quantity of an Add can be changed.

When you reload the preset, the effect, the replacement and the multiplier come from the franchisor every time. There is no checkbox for them. See Add-on recipe lines for how the review shows this, and for what happens to your own Remove or Replace with line on the same ingredient.

Your own add-on lines can use all three effects, with one limit. An ingredient the franchisor marked exclusive (franchisor-only) cannot be removed or replaced by your add-on. The dialog says so, and only Add can be picked for that ingredient. You can still use an exclusive ingredient as the Replacement Ingredient.