Overview
Recipes in Edify represent menu items you make and sell on-site. Each recipe should correspond to an item on your POS. Setting up recipes accurately allows you to track production costs, calculate COGS, and understand profitability for each menu item.
Creating a New Recipe
Navigate to Recipes on the left menu and click Add New Recipe in the top right corner.
Step 1: Recipe Setup
Fill in the basic information about your recipe:
Recipe Yield - How much does one recipe make? (e.g. one recipe = 1000ml of sauce, one recipe = 10 cookies)
Assign to sites - Select which sites make this recipe. If no sites are selected, the recipe won't appear in your recipe list.
Count in Stocktake - Tick this if you store this recipe and want to count it during stocktakes or make it available to waste
Sub-recipe - Tick this if this recipe is used as an ingredient in other recipes made on-site (e.g. sauces, doughs, batches of fillings)
💡 What's the difference between a recipe and sub-recipe?
A recipe is a menu item you make and sell on-site. A sub-recipe is something you make on-site that becomes an ingredient in other recipes—like a batch of sauce used in multiple sandwiches.
Step 2: Add Ingredients, Modifiers and Packaging
Main Ingredients
Add the core ingredients that make up your recipe:
Name the ingredient in the top field
Search for the product in your catalogue using the search bar
Select the unit of measurement (options depend on product setup)
Enter the quantity used
If you use a sub-recipe as an ingredient:
Check the 'sub-recipe' box
Search and select the sub-recipe from your recipe list
Variable Ingredients
Variable ingredients are either replacements for core ingredients or optional extras. For example, oat milk as a replacement for cow's milk, or an extra syrup shot.
Select whether the ingredient is an "extra" or a "replacement"
Add products or sub-recipes the same way as main ingredients
Packaging
If relevant, add packaging that should be included in the recipe's total cost calculation:
Name the packaging
Search for the product in your catalogue
Enter the quantity
Select the dining option (Dine In, Takeaway, or Delivery)
Step 3: Recipe Instructions (Optional)
Add recipe instructions and images that will appear in the Recipe Book tab. You can also add allergen information here.
Duplicating Existing Recipes
Save time by duplicating a similar recipe instead of building from scratch. This is useful for seasonal variations or menu items with minor differences.
Example: You have a hot chocolate recipe and want to create an orange hot chocolate. Duplicate the original and add the new ingredients.
How to duplicate a recipe
Click Add New Recipe
Click Import Recipe Info
Select the recipe you want to duplicate from the dropdown
Choose which sections to import
Click Import
Complete any fields that weren't imported (e.g. Recipe Name, Recipe Yield)
Add or adjust ingredients as needed
Save the new recipe
⚠️ Important: When importing variable ingredients, "replacement" ingredients will only import if you also import main ingredients.
Variable Ingredient Groups
Create reusable groups of extras or replacement ingredients to speed up recipe creation. Instead of adding each option individually, add the entire group at once.
Example use cases:
A "Syrups" group for all syrup flavours
An "Alternative Milks" group for all non-dairy milk options
Creating an ingredient group
Add a variable ingredient and select Group Ingredients
Click Manage ingredient groups
Type the ingredient group name and click the + button
Click the pencil icon next to your new group
Use the search bar to add supplier products to the group
Select the correct unit of measure for the group (all products must share the same UoM)
Enter the max quantity allowed in the recipe
Click Save & Add
Recipe Cost Breakdown
Once you've completed all recipe information, Edify automatically calculates the total cost breakdown. This splits costs by dining option (Dine In, Takeaway, and Delivery) based on any packaging differences.
Troubleshooting
Can't find a recipe you created?
The recipe may not be assigned to your site. Ask a Manager or Admin to:
Select All Sites from the top left dropdown
Navigate to Recipes
Search for the recipe
Check the 'sites' column to verify site assignments