Recipe Dashboard

Create, manage, and organize your recipes using the Recipe Dashboard. Clone existing recipes, edit them, or build new ones from scratch with the Recipe Builder.

The Recipe Dashboard provides a centralised location to:

• View All Recipes: See a list of all existing recipes in the system.
• Search Recipes: Use the search bar to find recipes by name or category.
• Create New Recipes: Launch the Recipe Builder to create a new recipe.
• Edit Existing Recipes: Modify details and ingredients of existing recipes.
• Clone Recipes: Duplicate an existing recipe to create a similar one.
• Delete Recipes: Remove recipes that are no longer needed.

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Permissions

To access and manage the Recipe Dashboard, the user account requires specific permissions:

• View Recipe Management: Allows access to the Recipe Dashboard tab.
• Edit Recipe Management: Enables creating, editing, cloning, and deleting recipes.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

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Creating a New Recipe

To create a new recipe, follow these steps:

1. Click Create Recipe: On the Recipe Dashboard, click the Create Recipe button.

2. Launch Recipe Builder: You will be redirected to the Recipe Builder page.

3. Enter Recipe Details:

   • Recipe Name: Enter a unique name for the recipe.
   • Category: Select a category from the dropdown or create a new one.
   • Sub-Recipe: Set the sub-recipe slider to active if this recipe is going to be used in other recipes as a 'roll-up' recipe
   • Override Missing Ingredients: Set the override missing ingredients slider to active if you wish to enable the sale of this recipe even if the stock levels drop below zero. e.g you still have stock, but haven't done an accurate stock check so the system thinks you're out of stock

4. Add Ingredients:

   • Click the Add Ingredient button.
   • Use the Search function to find and select inventory items.
   • Specify the Quantity and Unit of Measure for each ingredient.

5. Save Recipe:

   • Click the Save Recipe button to save the new recipe.

6. Apply Recipe

   • Click the Apply button to assign the Recipe to a Product

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Editing an Existing Recipe

To modify an existing recipe:

1. Locate the Recipe: Find the recipe you wish to edit in the Recipe Dashboard list.

2. Click the Edit Icon:

   • In the Actions column, click the edit icon next to the recipe.
   • You will be redirected to the Recipe Builder page with the recipe's details loaded.

3. Modify Recipe Details:

   • Update the Recipe Name, Category, or Description as needed.

4. Adjust Ingredients:

   • Add New Ingredients: Click Add Ingredient to include additional items.
   • Edit Quantities: Adjust the quantity or unit of measure for existing ingredients.
   • Remove Ingredients: Click the delete icon next to an ingredient to remove it.

5. Save Changes:

   • Click the Save Recipe button to save your changes.

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Cloning a Recipe

To create a new recipe based on an existing one:

1. Locate the Recipe: Find the recipe you wish to clone in the Recipe Dashboard list.

2. Click the Copy Icon:

   • In the Actions column, click the copy icon next to the recipe.
   • A new recipe will be created with "Copy of" prefixed to the original recipe's name.

3. Edit the Cloned Recipe:

   • The cloned recipe will open in the Recipe Builder.
   • Modify the Recipe Name, Ingredients, and other details as needed.

4. Save the Cloned Recipe:

   • Click the Save Recipe button.
   • The new recipe will appear in the Recipe Dashboard.

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Deleting a Recipe

To remove a recipe from the system:

1. Locate the Recipe: Find the recipe you wish to delete in the Recipe Dashboard list.

2. Click the Delete Icon:

   • In the Actions column, click the delete icon next to the recipe.

3. Confirm Deletion:

   • A confirmation dialog will appear asking if you are sure you want to delete the recipe.
   • Click Confirm to proceed.

4. Recipe Removed:

   • The recipe will be deleted and no longer appear in the Recipe Dashboard.

Warning

Deleting a recipe is irreversible. Ensure that the recipe is no longer needed before deleting it.

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Managing Recipe Categories

Recipe categories are used to organize recipes within the Recipe Dashboard, making it easier to find and manage them. Unlike ingredient categories, recipe categories are primarily for organizational purposes and do not affect recipe behavior or selection during preparation.

Assigning or Creating Recipe Categories

When creating or editing a recipe, you can assign it to an existing category or create a new one.

Steps to Create a Recipe Category:

1. Open Category Selection:

   • Click on the Settings cog in the top right of the dashboard.

2. Select Edit Recipe Categories:

   • The recipe category window will open

3. Enter Category Name:

   • Provide a descriptive name for the new category (e.g., "Desserts", "Vegan Options", "Seasonal Specials").

4. Save the Category:

   • The new category will be added to the list and available for selection on your recipes.

Note

• Recipe Categories are solely for organizational purposes within the Recipe Dashboard.
• They do not affect how recipes function or interact with other recipes or ingredients.

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By effectively managing recipe categories, you enhance the usability of the Recipe Dashboard and streamline recipe management across your organization.

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Example Scenario

Suppose you have a variety of recipes across different meal types and dietary preferences. You might set up recipe categories such as:

• Breakfast
• Lunch
• Dinner
• Beverages
• Desserts
• Vegetarian
• Gluten-Free

By assigning each recipe to one of these categories, staff can easily filter and find recipes relevant to the meal they're preparing or the dietary requirements of customers.

Tips

• Consistent Naming: Use clear and consistent names for categories to avoid confusion.
• Limit Number of Categories: Too many categories can become unwieldy. Aim for a manageable number that covers your organizational needs.
• Periodic Review: Regularly review your categories to ensure they still align with your menu offerings and organizational structure.
• Staff Training: Ensure all team members understand the category system for consistent recipe management.

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Managing Ingredient Categories

Ingredient categories help organize ingredients within a recipe and can be set as exclusive or non-exclusive. Proper use of categories enhances recipe customisation and ensures accurate ingredient selection during purchases.

Exclusive Ingredient Categories

An exclusive ingredient category means that only one ingredient within the category can be selected at a time. This is useful when ingredients are mutually exclusive choices, and selecting one should automatically deselect others in the same category.

Example:

• Milks Category:
  • Contains ingredients like full-fat milk, semi-skimmed milk, almond milk, oat milk, and coconut milk.
  • When a user selects one type of milk (e.g., almond milk), any other selected milks are reset to zero.
  • This ensures that only one type of milk is used in the recipe at a time.

Non-Exclusive Ingredient Categories

A non-exclusive ingredient category allows multiple ingredients within the category to be selected simultaneously. This is ideal for ingredients that can be combined or when there's no restriction on the number of selections.

Steps to Create an Ingredient Category:

1. Open Category Selection:

   • Click on the Settings cog in the top right of the dashboard.

2. Select Edit Ingredient Categories:

   • The ingredient category window will open

3. Create New Category:

   • Enter the Category Name.
   • Toggle the Mutually Exclusive option if the category should be exclusive (only one ingredient from the category can be selected).
   • Save the new category.

4. Assign Category:

   • The new category will be avaialbe to be assigned to ingredients in the Recipe Builder page.

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Example Scenario

Suppose you're creating a recipe for a customisable coffee drink. You can set up ingredient categories as follows:

• Milks (Exclusive Category):
  • Options: Whole Milk, Skim Milk, Soy Milk, Almond Milk.
  • Only one milk can be selected.
• Syrups (Non-Exclusive Category):
  • Options: Vanilla Syrup, Caramel Syrup, Hazelnut Syrup.
  • Multiple syrups can be added simultaneously.
• Toppings (Non-Exclusive Category):
  • Options: Whipped Cream, Cinnamon, Chocolate Shavings.
  • Multiple toppings can be selected.

By setting the Milks category as exclusive, you ensure that when a barista selects one type of milk, all other milk options are automatically deselected, preventing accidental combinations of multiple milks.

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Tips for Managing Ingredient Categories

• Consistency: Maintain consistent naming conventions for categories to make them easily identifiable.
• Clarity: Clearly indicate whether a category is exclusive to avoid confusion during ingredient selection.
• Review Regularly: Periodically review categories to ensure they still meet the needs of your recipes and update them as necessary.
• Testing: Test the behavior of exclusive categories to confirm that selecting one ingredient correctly resets others.

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By utilizing ingredient categories effectively, you can enhance the flexibility and accuracy of your recipes, leading to better inventory management and customer experiences.---

Recipe Dashboard Table

The table displays detailed information for each recipe:

Recipe Name	Category	Is Sub Recipe	Used In	Actions
String	String	String	String	Action Icons

• Recipe Name: The name of the recipe.
• Category: The category to which the recipe belongs (e.g., "Beverages", "Appetizers").
• Is Sub Recipe: Indicates if the recipe is a sub-recipe, available for use in other recipes.
• Used In: Indicates where the recipe is used, displaying product names.
• Actions: Icons to perform actions on the recipe:
  • Copy: Clone the recipe.
  • Edit: Modify the recipe using the Recipe Builder.
  • Delete: Remove the recipe from the system.

Searching and Filtering

• Use the Search bar to quickly find recipes by entering keywords related to the recipe name or category.
• The search function filters the recipes list in real-time based on the entered keyword.

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Tips

• Organization: Use clear and descriptive names and categories for recipes to make searching and management easier.
• Regular Updates: Keep recipes up to date with any changes in ingredients or quantities.
• Cloning for Variations: Use the clone function to create variations of a recipe without altering the original.
• Permissions: Ensure you have the necessary permissions to perform actions like creating or deleting recipes.

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Navigating Between Recipe Dashboard and Recipe Builder

• Return to Recipe Dashboard: From the Recipe Builder, click on the Recipe Dashboard breadcrumb or use the provided navigation options to return.
• Breadcrumb Navigation: Use the breadcrumbs at the top of the page to keep track of your current location and navigate between sections.

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Related Pages

Recipe Management View and Manage your Recipes.

Recipe Builder Create and Manage Recipes and Ingredients.