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Hot Production Forecasting and Planning

Updated over a week ago

Summary

Hot Production helps you plan the production of your hot food items using intelligent data from forecasts, sales history, and shelf life requirements.

Recipe Setup Requirements

Before using Hot Production, ensure your recipes are properly configured:

Essential Recipe Settings:

  • Enable "Hot Production" in the recipe settings

  • Set Shelf Life - determines how long products stay fresh and when they expire

  • Set Preparation Times - used for accurate production scheduling and time slot planning

Forecasting Individual Ingredients: If you want to forecast just a single ingredient (rather than a complete product), you'll need to:

  1. Create a sub-recipe containing only that ingredient

  2. Use this sub-recipe within your main recipes

  3. The sub-recipe can then be tracked and forecasted separately


Setting Up Your Stations

Station Configuration

Important: Changes to existing stations only take effect from the next day onwards.

  1. Go to Production > Production Sites > Hot Production Settings

  2. Scroll to the Station Settings section

  3. Click + Add Station to create the stations you need

  4. Set when hot food should be made using the Default Timeslot dropdown

  5. Use Station Products dropdown to assign which hot products each station can make

πŸ’‘ Tip: Only products with "Hot Production" enabled in their recipe will be available to assign to stations.


Hot Production PCR Settings

At the bottom of the page, you can control whether products made in Hot Production need to go through the Product Control Review (PCR) process.

  • Use the toggle to switch PCR on or off for your site

  • This setting affects how products appear in your daily production workflow (see "How PCR Affects Your Batches" below)


Managing Production Numbers

Edify automatically calculates how much of each product should be made based on forecast data, but you can review and adjust these numbers for upcoming productions if required.

Reviewing and Adjusting Forecasts

πŸ’‘ Tip: Day to day it's likely you won't need to edit your forecasted production numbers Edify does allow edits to be made for occasions such as special events when you know you'll need to produce more.

  1. Select your date - Choose the date you want to review or change

  2. Choose your station - Use the dropdown to select which station to review

  3. Set your time range - Define the time period you want to work with

  4. View generated data - Tables will appear based on your station settings and default time slots

  5. Access forecast tools - Click either Show Forecast or Edit Forecast

  6. Refine your data - In the popup, remove any weeks you don't want included in the forecast calculation

  7. Apply changes - Click Show to update the forecast

  8. Review updated numbers - The Forecast column will refresh with new data

  9. Make your adjustments - Update the quantities in the Production column as needed

  10. Save your work - Click Save at the top to confirm your changes

Reminder: The Total Sales QTY shows the actual sales that have happened, so this will not be populated for batches in the future



Daily Production with Stepper Mode

On production day, use Stepper Mode to track and confirm the quantities you produce based on your forecast data.

Reminder: To exit Stepper Mode click the cog in the top right and click 'Exit Stepper Mode'

Getting Started

  1. Go to Production > Production Planner

  2. Click Switch to Stepper Mode

  3. Select your production date

  4. Choose Hot Chef from the first dropdown

  5. Select your station

Using Hot Chef Mode

Once Hot Chef mode launches, you'll see a clear production dashboard:

Left Side - Current Production:

  • Shows your current production timeslot

  • Displays the quantities needed for this timeslot

  • If PCR mode is switch off - click Done when you've finished producing the required amount

  • Scroll down to view upcoming timeslots

πŸ’‘ Tip: If you end up producing a different quantity of a product than was forecasted use the drop down to select the correct amount

Right Side - Batches Overview:

  • Batches Produced: See all batches you've already made

  • Available Column: Shows current stock (produced items minus sales)

  • Shelf Life Column: Countdown timer showing how long each batch has before it expires and needs removing

πŸ’‘ Tip: You can switch between Stations by clicking the cog symbol on the top right

Managing Expired Batches

When batches are approaching their shelf life expiry, the timer will turn red to alert you.

To Remove Expired Batches:

  1. Click into the box in the Available column for the expired batch

  2. A popup will appear asking how much of this batch should remain available

  3. The system defaults to 0 (assuming you're removing the full batch)

  4. Adjust the quantity if needed (e.g., enter 2 if you're keeping 2 items)

  5. Click Accept

  6. The available quantity updates immediately, and the batch will be removed from the Batch Overview when the page refreshes

How PCR Affects Your Batches

PCR Disabled:

  • When you click Done, products immediately appear in the Batches Overview on the right

PCR Enabled:

  • Products must go through the standard PCR process first

  • Items only appear in Batches Overview after the PCR report is submitted


Hot Production Forecasting and Planning FAQs

  • How often do you receive Sales Data from a POS system to show the number of available products in the Batches Overview?

    This will differ POS system to POS system.
    ​
    For Revel we receive sales data every five minutes.

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