For production planning to work there are a number of fields which need completing on each recipe. Depending on the operations of your business not all of these fields will be relevant.
In the sidebar head to Recipes and search for the recipe you’d like to set. Click ‘Edit’.
Basic Information
On this tab ensure 'Count in Stock Take' is ticked.
If a recipe does not have this ticked it will not be visible in the Production Planner.
Production Settings
Production Visibility
Here you are able to set which productions this product can be made by using the tick boxes.
The productions available are defined by the Production Site Settings - for example if your site only has one production run you will only be able to tick 'Production 1'.
Production visibility is set at a site level as this can vary site to site, double check the site you have selected in the top left to see which site you are setting visibility for.
⚠️ Note: these fields will only appear when you are viewing as a specific site so ensure you do not have "All Sites" selected in the top left dropdown.
Production Recipe Settings
Field | Explainer |
Base sale price ex. tax | What is the sale price of the end product? If this is not set you'll get a pop-up warning when accessing the Production Planner |
Preparation Time | How long does it take for someone to prepare one of this product? |
Shelf Life | Relevant for Hot Chef recipes, how long this product stays fresh once cooked. Can be set in minutes, hours or days. |
Production Reference | If you are integrating with a forecasting provider, the unique ID for this product on their system |
Key Ingredients | Assign which, if any, of the ingredients in the recipe are a key ingredients (can be used to group in bench planning if utilising AI allocation) |
Recipe Category | Customisable categories that allow products to be grouped in the Production Planner page |
Recipe tags | A legacy field which can be left blank |
Minimum Batch Production Size | Minimum number of units that should be made on a single bench during a production. |
Maximum Batch Production Size | Maximum number of units that can be made on a single bench during a production. |
Batch Production Multiple | Unit-multiple made on a single bench during a production. For example, items made in pairs should have a batch production multiple of 2. |
Closing Range | The quantity of this product that needs to be available as a site is closing. If a closing range quantity is set you will see a 'C' next to the product in the Production Planner. This info is used in Variable Production runs. |
Bakery/Hot Chef | If this product is made using the Hot Production features choose Hot Chef (even if the product is technically a bakery item) |
Allow Carry Over | Tick if this product can be carried over to the next day |
Enable Preparation PCR | Tick if this product can be PCR'd as a prep product. |
Further Setup
To ensure this recipe is now available in your Production Planner you should either:
Add the recipe to a Range/Tier - if you have a Standalong/Hybrid/Hub&Spoke Production model you will need to setup Ranges and Tiers and assign the relevant recipes. If your site is a CPU this step is not relevant.
Link the recipe to a CPU product - if your site is a CPU on Edify you will need to ensure the recipe is linked to the CPU Product.